SEC Form 4 · accession 0001309108-17-000088
WEX Inc. · WEX
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Scott Robert Phillips
Officer — SVP and GM, EFS
Period of report
May 2, 2017
Accepted (ET)
May 3, 2017 · 4:35 pm EDT
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0001309108
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1,F2 | May 2, 2017 | S | 2,074 | $99.87 | D | 4,149 | I | By GRAT |
| Common StockF3,F4 | May 2, 2017 | S | 8,994 | $99.91 | D | 17,986 | I | By Trust |
| Common StockF5,F6 | May 2, 2017 | S | 8,993 | $99.91 | D | 17,987 | I | By Trust |
| Common StockF7,F8 | May 2, 2017 | S | 2,074 | $99.86 | D | 4,149 | I | By GRAT |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1The price listed is a weighted average price for all shares sold. All shares were sold for between $99.14 and $101.57. Upon request, the reporting person will provide the Securities and Exchange Commission, WEX Inc. or any security holder of WEX Inc. with full information regarding the number of shares sold at each separate purchase price.
- F2These shares are held in a grantor retained annuity trust for the benefit of the reporting person. The reporting person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest in the reported shares.
- F3The price listed is a weighted average price for all shares sold. All shares were sold for between $99.04 and $101.77. Upon request, the reporting person will provide the Securities and Exchange Commission, WEX Inc. or any security holder of WEX Inc. with full information regarding the number of shares sold at each separate purchase price.
- F4These shares are held in a trust for the benefit of the reporting person. The reporting person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest in the reported shares.
- F5The price listed is a weighted average price for all shares sold. All shares were sold for between $99.09 and $101.76. Upon request, the reporting person will provide the Securities and Exchange Commission, WEX Inc. or any security holder of WEX Inc. with full information regarding the number of shares sold at each separate purchase price.
- F6These shares are held in a trust for the benefit of the reporting person's spouse. The reporting person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest in the reported shares.
- F7The price listed is a weighted average price for all shares sold. All shares were sold for between $99.11 and $101.61. Upon request, the reporting person will provide the Securities and Exchange Commission, WEX Inc. or any security holder of WEX Inc. with full information regarding the number of shares sold at each separate purchase price.
- F8These shares are held in a grantor retained annuity trust for the benefit of the reporting person's spouse. The reporting person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest in the reported shares.