Roberto Simon

CIK 1620028 · Chief Financial Officer · last filed 2025-10-06

Roberto Simon is a Chief Financial Officer who has filed 33 SEC Form 4 insider transactions across 3 companies since 2016. The most recent filing, for LFMDP, was dated Oct 6, 2025. Across all open-market trades the lifetime net is −$26.2M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $7.7M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$7.67M

Companies

3

Total Filings

33

Lifetime Open-Market Net

-$26.17M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
LFMDP Director 183,175 $23.36 $4.28M $0 3 2025-10-06
LFMD Director 20,000 $4.70 $94.0K $0 1 2021-08-03
WEX Chief Financial Officer 24,310 $135.50 $3.29M -$26.17M 29 2021-04-09

Recent Filings

33 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2025-10-06 LFMDP Grant (A) +22,365 $0 EDGAR
2024-12-05 LFMDP Grant (A) +60,810 $0 EDGAR
2023-08-23 LFMDP Grant (A) +50,000 $0 EDGAR
2021-08-03 LFMD Grant (A) $0 EDGAR
2021-04-09 WEX Mixed -$1.42M EDGAR
2021-04-05 WEX Mixed −5,000 -$2.63M EDGAR
2021-03-23 WEX Mixed +301 -$51.7K EDGAR
2021-03-17 WEX Mixed +6,242 -$1.10M EDGAR
2021-03-17 WEX Mixed +6,242 -$1.10M EDGAR
2021-03-02 WEX Mixed -$3.29M EDGAR
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Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.