Neary James

Director · SHC, WEX

As of 2026-09-16, Neary James has 5 Form 4 transactions on record across 2 companies — 1 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $2.2MIndirect: $0$2.2Mas of 2026-09-16
  • Direct $2.2M
  • Indirect $0
SHCdirect95,751 sh$1.9M
WEXdirect1,567 sh$309K

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

WEX · 3 trades
2025-05-15: Award / grant, 1,567 sh ($0)2025-05-09: Option exercise, 960 sh ($0)2025-05-09: Option exercise, 960 sh ($0)
SHC · 2 trades
2026-05-22: Award / grant, 14,970 sh ($0)2025-05-22: Award / grant, 19,132 sh ($0)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
5 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-05-22SHCAward / grant14,97095,751Form 4
2025-05-22SHCAward / grant19,13280,781Form 4
2025-05-15WEXAward / grant1,5671,567Form 4
2025-05-09WEXOption exercise9608,183Form 4
2025-05-09WEXOption exercise9600Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.