Ellen Alemany (NYSE: WEX) discloses 6,000 WEX shares held via trust

Rhea-AI Filing Summary

WEX Inc. director Ellen R. Alemany filed an initial Form 3 showing indirect ownership of WEX common stock. The filing reports that a grantor retained annuity trust named Alemany October 2025 GRAT No. 1 holds 6,000 shares of WEX common stock on her behalf.

The entry is a holdings disclosure rather than a new buy or sell transaction, providing a baseline view of Alemany’s indirect stake in the company through this trust structure.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Alemany Ellen R

Role null

Type	Security	Shares	Price	Value
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 6,000 shares (Indirect, By Alemany October 2025 GRAT No. 1)

Footnotes (1)

Key Figures

Indirect common shares: 6,000 shares

1 metrics

Indirect common shares 6,000 shares Total WEX common stock held indirectly via Alemany October 2025 GRAT No. 1

Key Terms

Form 3, grantor retained annuity trust, indirect ownership

3 terms

Form 3 regulatory

"Ellen R. Alemany filed an initial Form 3 showing indirect ownership"

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

grantor retained annuity trust financial

"held through a grantor retained annuity trust named Alemany October 2025 GRAT No. 1"

A grantor retained annuity trust (GRAT) is an estate-planning tool where the person who creates the trust transfers assets into it but receives fixed cash payments (an annuity) from the trust for a set number of years; whatever remains after that term passes to designated beneficiaries. It matters to investors because it can shift future appreciation of assets out of the creator’s taxable estate—like putting an asset into a timed vending machine that pays you fixed amounts while any extra value that grows inside the machine goes to heirs with reduced gift or estate tax consequences.

indirect ownership financial

"showing indirect ownership of WEX common stock"

Understanding Insider Trading Forms →

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Alemany Ellen R

(Last) (First) (Middle)

WEX INC.

1 HANCOCK ST.

(Street)

PORTLAND MAINE 04101

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
05/14/2026

3. Issuer Name and Ticker or Trading Symbol
WEX Inc. [ WEX ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock	6,000	I	By Alemany October 2025 GRAT No. 1

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

EXHIBIT LIST: EX-24 POA

	/s/ Matthew Finkelstein, as attorney-in-fact for Ellen R. Alemany	05/18/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)

FAQ

What does Ellen R. Alemany’s Form 3 for WEX Inc. report?

The Form 3 reports Ellen R. Alemany’s initial holdings in WEX Inc. common stock. It discloses an indirect position of 6,000 shares held through a grantor retained annuity trust named Alemany October 2025 GRAT No. 1.

How many WEX (WEX) shares does Ellen R. Alemany indirectly hold?

Ellen R. Alemany is reported as indirectly holding 6,000 WEX common shares. These shares are attributed to a trust, Alemany October 2025 GRAT No. 1, giving investors a baseline view of her indirect ownership in the company’s equity.

Is Ellen R. Alemany a director or officer of WEX Inc. in this filing?

The filing identifies Ellen R. Alemany as a director of WEX Inc. She is not listed as an officer or 10% owner in the data, and this Form 3 focuses on disclosing her indirect share ownership through a trust vehicle.

Does Ellen R. Alemany’s WEX Form 3 show any stock purchases or sales?

The Form 3 does not show any stock purchases or sales by Ellen R. Alemany. It is categorized as a holdings entry, providing an initial statement of indirect ownership of 6,000 WEX common shares rather than reporting new trading activity.

How are Ellen R. Alemany’s WEX shares held according to the Form 3?

The Form 3 states that her WEX common stock is held indirectly. Specifically, 6,000 shares are held by an entity described as “Alemany October 2025 GRAT No. 1,” indicating ownership through a grantor retained annuity trust rather than directly in her name.