Roberto Simon

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

"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 · Page 3 of 4

33 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2019-11-27 WEX Mixed -$939.8K EDGAR
2019-05-10 WEX Sell (S) −9,921 -$2.00M EDGAR
2019-03-22 WEX Mixed +494 -$73.4K EDGAR
2019-03-19 WEX Mixed +8,757 -$394.7K EDGAR
2018-08-08 WEX Sell (S) −4,137 -$782.1K EDGAR
2018-03-22 WEX Mixed +1,692 -$215.2K EDGAR
2018-03-19 WEX Mixed +8,229 -$869.8K EDGAR
2018-03-07 WEX Grant (A) $0 EDGAR
2017-05-12 WEX Grant (A) $0 EDGAR
2017-03-28 WEX Grant (A) $0 EDGAR
Showing 2130 of 33
Page 3 of 4
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.