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Wex Inc SEC Filings

WEX NYSE

WEX Inc. filings document formal disclosures for a NYSE-listed payment technology company with common stock registered under the symbol WEX. Recent Form 8-K reports cover results of operations and financial condition through earnings releases and investor supplements, including revenue, margin, guidance and payment-volume disclosures tied to the company's Mobility, Benefits and Corporate Payments activities.

The filing record also includes material agreements, Regulation FD disclosures, board and director changes, annual meeting and proxy-related matters, and governance disclosures such as board size, director independence and leadership roles. These documents record WEX's public-company capital structure, reporting obligations, and corporate governance developments.

Rhea-AI Summary

WEX Inc. reported results from its annual stockholder meeting and a new capital return plan. Stockholders elected 11 directors for one-year terms, with each nominee receiving more than 31.1 million votes in favor. A non-binding advisory proposal on executive compensation received 30,856,685 votes for, 1,230,434 against, and 164,538 abstentions. Stockholders also ratified Deloitte & Touche LLP as independent auditor for the fiscal year ending December 31, 2026, with 31,265,486 votes for and 829,556 against. In addition, the Board authorized a share repurchase program allowing the Company to buy back up to $1.0 billion of its common stock, with no expiration date.

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WEX Inc. amendment to a Schedule 13G/A reports beneficial ownership stakes by Morgan Stanley reporting units and Atlanta Capital Management Company, LLC. The filing shows 2,015,213 shares (5.8%) associated with Morgan Stanley reporting units and 1,846,085 shares (5.3%) associated with Atlanta Capital Management, each disclosed with voting and dispositive power breakdowns.

The cover identifies the securities as Common Stock, CUSIP 96208T104. Signatures by authorized signatories are dated 05/12/2026; the filing is marked as Amendment No. 2 with an internal date of 03/31/2026.

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WEX Inc. and activist investor Impactive Capital entered a cooperation agreement that resolves Impactive's 2026 proxy contest and adds three Board nominees to the company slate for the 2026 annual meeting. The Board will be set to eleven directors, include the three New Director Nominees, and separate the roles of Chair and CEO at the first regular Board meeting after the Annual Meeting.

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WEX Inc. entered into a cooperation agreement with Impactive Capital that reshapes its board and 2026 annual meeting plans. The Board will expand to 11 directors and nominate three new independent directors – Kurt Adams, Ellen Alemany, and Impactive co-founder Lauren Taylor Wolfe – alongside eight incumbent nominees as a single 2026 slate.

After the annual meeting, WEX will separate the roles of Chair and Chief Executive Officer, with Melissa Smith continuing as CEO, President and director. The agreement includes standstill, voting, non-disparagement and expense reimbursement provisions, and allows Impactive to propose replacement directors if its net long position stays above agreed thresholds. To give shareholders more time to review updated proxy materials, the annual meeting has been postponed from May 5, 2026 to May 14, 2026, with the record date unchanged.

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WEX Inc. is facing a proxy contest: Impactive Capital and affiliated participants have filed a definitive proxy statement and a WHITE universal proxy card to nominate three directors for election at WEX’s 2026 annual meeting.

Impactive, which owns 4.9% of WEX, criticizes board oversight and performance and is contesting the chair role; the meeting will be virtual and open only to shareholders.

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Filing
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WEX Inc ownership filing: Vanguard Capital Management reports beneficial ownership of 1,804,206 shares of Common Stock, representing 5.20% of the class as reported for the period ending 03/31/2026. The filer reports sole voting power over 261,760 shares and sole dispositive power over 1,804,206 shares. The filing is signed on 04/30/2026 by Ashley Grim.

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WEX Inc. reports Q1 2026 results with total revenues of $673.8 million, up from $636.6 million a year earlier, driven by all three segments.

Net income attributable to shareholders was $77.7 million, or $2.22 diluted EPS, compared with $71.5 million, or $1.81 diluted EPS. Adjusted net income reached $145.3 million, or $4.15 per diluted share, versus $138.4 million and $3.51. Total company volume rose to $58.1 billion.

Operating cash flow was a use of $330.8 million, reflecting working capital movements, while adjusted free cash flow improved to $49.5 million. The balance sheet showed $15.4 billion in total assets, $3.7 billion of long-term debt and $1.27 billion of stockholders’ equity. WEX Bank remained “well capitalized” under regulatory standards.

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FAQ

How many Wex (WEX) SEC filings are available on StockTitan?

StockTitan tracks 113 SEC filings for Wex (WEX), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Wex (WEX)?

The most recent SEC filing for Wex (WEX) was filed on May 14, 2026.