Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
  
   
Insider Information:   Goodwin Melissa D
Relationship:   Director
City:   South Portland
State:   ME
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   107,464    

Indirect Shares

  24,941      
Direct Value   $20,338,387    

Indirect Value

  $4,741,843      
Total Shares   132,405      
Total Value   $25,080,230      


Wex Inc
 $19,245,069 Equifax Inc
 $1,093,318 Wex Inc
 $19,245,069 Equifax Inc
 $1,093,318
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    2   
    1    

     Stock price went up :

    2   
    0    
     Stock price went down :
    0   
    1    
   
     Gain/Loss Ratio :
   2.0   
   -1.0   
     Percentage Gain/Loss :
   47.1%
 -16.8%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Wex Inc WEX Chair, CEO, and Presid... 2024-03-15 102,739 2024-03-15 23,355    Premium*  
            Equifax Inc EFX Director 2024-05-02 4,725 2024-05-02 1,586    Premium*  
* Premium Members only  

Records found :    186         Free Registration Required For Full Results.    Limit: 25

Download
  Page 7 of 8
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
WEX Wex Inc CEO and President, WEX Inc.   •       •      –    2021-04-07 4 AS $220.00 $9,584,960 D/D (43,568) 51,779 0 %
WEX Wex Inc CEO and President, WEX Inc.   •       •      –    2021-04-15 4 AS $230.00 $10,020,640 D/D (43,568) 51,779 0 %
WEX Wex Inc CEO and President, WEX Inc.   •       •      –    2021-04-15 4 OE $99.69 $4,343,294 D/D 43,568 95,347 0 -
EFX Equifax Inc Director   •       •      –    2021-05-06 4 A $0.00 $0 D/D 759 1,917 0 -
WEX Wex Inc CEO and Chair, WEX Inc.   •       •      –    2022-03-15 4 OE $0.00 $0 D/D 1,381 61,975 0 -
WEX Wex Inc CEO and Chair, WEX Inc.   •       •      –    2022-03-15 4 D $159.56 $64,303 D/D (403) 61,572 0 -
WEX Wex Inc CEO and Chair, WEX Inc.   •       •      –    2022-03-16 4 D $163.22 $131,066 D/D (803) 63,502 0 -
WEX Wex Inc CEO and Chair, WEX Inc.   •       •      –    2022-03-16 4 OE $0.00 $0 D/D 2,733 64,305 0 -
WEX Wex Inc CEO and Chair, WEX Inc.   •       •      –    2022-03-20 4 OE $0.00 $0 D/D 17,199 74,305 0 -
WEX Wex Inc CEO and Chair, WEX Inc.   •       •      –    2022-03-20 4 D $173.29 $1,171,787 D/D (6,762) 73,939 0 -
EFX Equifax Inc Director   •       •      –    2022-05-05 4 A $0.00 $0 D/D 865 2,794 0 -
WEX Wex Inc CEO and Chair, WEX Inc.   •       •      –    2022-06-01 4 GD $0.00 $0 I/I 5,078 0 0 -
WEX Wex Inc CEO and Chair, WEX Inc.   •       •      –    2022-06-24 4 D $152.84 $317,449 D/D (2,077) 86,652 0 -
WEX Wex Inc CEO and Chair, WEX Inc.   •       •      –    2022-06-24 4 OE $0.00 $0 D/D 4,683 88,729 0 -
EFX Equifax Inc Director   •       •      –    2022-10-21 4 B $148.69 $99,923 D/D 672 3,474 2.39 %
WEX Wex Inc Chair, CEO, and President   •       •      –    2023-03-02 4 GD $0.00 $0 D/D 1,250 65,871 0 -
WEX Wex Inc Chair, CEO, and President   •       •      –    2023-03-15 4 OE $0.00 $0 D/D 3,569 68,469 0 -
WEX Wex Inc Chair, CEO, and President   •       •      –    2023-03-15 4 D $176.84 $280,115 D/D (1,584) 67,856 0 -
WEX Wex Inc Chair, CEO, and President   •       •      –    2023-03-16 4 D $173.56 $514,605 D/D (2,965) 71,573 0 -
WEX Wex Inc Chair, CEO, and President   •       •      –    2023-03-16 4 OE $0.00 $0 D/D 6,682 73,321 0 -
EFX Equifax Inc Director   •       •      –    2023-05-04 4 A $0.00 $0 D/D 1,014 4,496 0 -
WEX Wex Inc Chair, CEO, and President   •       •      –    2023-06-24 4 OE $0.00 $0 D/D 4,684 76,257 0 -
WEX Wex Inc Chair, CEO, and President   •       •      –    2023-06-24 4 D $172.22 $357,873 D/D (2,078) 74,179 0 -
WEX Wex Inc Chair, CEO, and President   •       •      –    2023-06-26 4 D $172.84 $1,077,139 D/D (6,232) 81,998 0 -
WEX Wex Inc Chair, CEO, and President   •       •      –    2023-06-26 4 A $0.00 $0 D/D 14,051 88,230 0 -

  186  Records found
  1   2   3   4   5   6   7  8      
  Page 7 of 8  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed