Every Form 4 that WEX Inc. (WEX) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow WEX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WEX filings page.
WEX Inc. COO Carlos Carriedo reported the vesting and conversion of restricted stock units into common stock on March 15, 2026. A total of 8,395 RSUs converted into the same number of common shares, reflecting equity compensation rather than open‑market buying.
Of the resulting shares, 3,210 were automatically withheld by WEX at a price of $159.95 per share to cover tax obligations associated with the vesting. After these transactions, Carriedo directly held 10,949 shares of WEX common stock, showing he retained a meaningful equity stake following the RSU vesting.
WEX Inc. Chief Accounting Officer Jennifer Kimball reported compensation-related stock activity on March 15, 2026. Several tranches of Restricted Stock Units (RSUs) and Market Share Units (MSUs) vested and were converted into a total of 2,172 shares of common stock through option-code M derivative exercises.
To cover associated tax obligations on these vestings, 639 shares of common stock were automatically withheld by WEX at $159.95 per share under code F, which is a tax-withholding disposition rather than an open-market sale. Following these transactions, Kimball directly holds 6,491 shares of WEX common stock.
WEX Inc. Chief Risk and Compliance Officer Drew Ann Elena reported routine equity compensation activity. On March 15, 2026, restricted stock units and market share units vested and converted into a total of 3,638 shares of common stock. To cover taxes, 1,615 shares were automatically withheld by WEX at $159.95 per share, as described in the footnotes, rather than sold on the open market. Following these transactions, she directly holds 10,811 shares of WEX common stock. The filing notes that RSUs vest in thirds on each of the first three anniversaries of grant, and that MSU payouts depend on a performance-based payout factor, with one tranche vesting at a 71.27% payout factor.
WEX Inc. insider Joel A. Dearborn, a 10% owner and COO, International, reported multiple equity award vestings on March 15, 2026. Several blocks of Restricted Stock Units (RSUs) and Market Share Units (MSUs) were exercised at an exercise price of $0 per share, converting into common stock.
To cover taxes on these vestings, WEX automatically withheld shares at a price of $159.95 per share, marked with transaction code F. After the transactions, Dearborn held 28,909 WEX common shares directly and 7,400 shares indirectly through the Dearborn 2025 Trust.
WEX Inc. Chair, CEO and President Melissa D. Smith reported equity award vesting and related tax withholding. On March 15, 2026, restricted stock units and market share units converted into a total of 42,924 shares of common stock through option exercises at an exercise price of $0.
To cover tax obligations on these awards, WEX automatically withheld 19,038 shares at $159.95 per share, which were reported as dispositions for tax purposes rather than open-market sales. After these transactions, Smith directly holds 107,634 common shares and also has indirect ownership through her husband and several family trusts, along with 6,250 remaining market share units.
WEX Inc. executive Joel Alan Dearborn Jr., COO, International, reported a mix of equity compensation and related tax withholding in common stock. He received 3,068 fully vested shares of WEX common stock granted in lieu of cash under the 2025 short-term incentive plan at a reference price of $151.67 per share, issued pursuant to WEX's Amended and Restated 2019 Equity and Incentive Plan. WEX automatically withheld 939 shares at the same price to cover associated taxes, leaving Dearborn with 22,047 shares held directly after these transactions. Separately, 7,400 shares are held indirectly through the Dearborn 2025 Trust, reflecting an earlier contribution of shares for the benefit of his children.
WEX Inc. Chief Accounting Officer Jennifer Kimball reported routine equity compensation activity involving company common stock. She acquired 1,881 fully vested shares granted in lieu of cash under WEX's 2025 short-term incentive plan for services performed in 2025, issued pursuant to the Amended and Restated 2019 Equity and Incentive Plan. To cover tax obligations related to this grant, 594 shares were automatically withheld by WEX. After these transactions, Kimball directly owned 4,958 shares of WEX common stock.
WEX Inc. Chief Technology Officer Sachin Dhawan reported equity compensation activity involving WEX common stock. On February 23, 2026, he acquired 3,994 fully vested shares granted in lieu of cash under WEX's 2025 short-term incentive plan, issued pursuant to the Amended and Restated 2019 Equity and Incentive Plan at $151.67 per share.
On the same date, WEX automatically withheld 1,417 shares at $151.67 per share to cover associated tax liabilities, a tax-withholding disposition rather than an open-market sale. After these transactions, Dhawan directly owned 9,594 WEX common shares.
WEX Inc. reported that Chief Risk and Compliance Officer Drew Ann Elena received a stock award and related tax withholding on February 23, 2026. She acquired 2,168 shares of common stock as fully vested shares granted in lieu of cash under WEX's 2025 short‑term incentive plan, issued pursuant to the Amended and Restated 2019 Equity and Incentive Plan, at a reference price of $151.67 per share. To cover associated taxes, 675 shares of common stock were automatically withheld by WEX as a tax-withholding disposition. After these transactions, she directly owned 8,788 shares of WEX common stock.
WEX Inc. chief digital officer Karen B. Stroup reported equity compensation activity involving company common stock. She received a grant of 2,664 fully vested shares at $151.67 per share, issued in lieu of cash under WEX’s 2025 short-term incentive plan and its Amended and Restated 2019 Equity and Incentive Plan.
In connection with this grant, 685 shares at the same price were automatically withheld by WEX to cover tax obligations, a non‑open‑market, tax‑withholding disposition. After these transactions and a one‑share rounding adjustment, Stroup directly owns 15,208 shares of WEX common stock.
WEX Inc. executive Robert Joseph Deshaies reported mixed stock transactions. He received 3,713 fully vested common shares on February 23, 2026 as a stock award in lieu of cash, with 1,315 shares withheld to cover taxes. On February 24, 2026 he sold a total of 3,238 shares in open-market trades at weighted average prices around $150–$152, leaving 14,859 shares held directly.
WEX Inc. Chief Legal Officer Sara Trickett reported several stock transactions. On February 23, 2026, she acquired 2,625 fully vested common shares granted in lieu of cash under WEX’s 2025 short-term incentive plan, with 810 shares automatically withheld to cover taxes. On February 25, 2026, she completed an open-market sale of 1,815 common shares at $149.95 per share, leaving her with 2,137 directly owned shares of WEX common stock.
WEX Inc. chief operating officer for Americas Payments & Mobility, Carlos Carriedo, reported stock-based compensation and related tax withholding. He received a grant of 2,982 fully vested common shares valued at $151.67 per share under WEX's 2025 short-term incentive plan for services performed in 2025. WEX automatically withheld 913 shares at the same price to cover taxes on this grant, leaving Carriedo with direct ownership of 5,764 common shares after these transactions.
WEX Inc. chair, CEO, and president Melissa D. Smith reported equity compensation and related tax withholding in WEX common stock. On February 23, 2026, she received a grant of 8,901 fully vested shares of common stock in lieu of cash under WEX’s 2025 short-term incentive plan, issued pursuant to the Amended and Restated 2019 Equity and Incentive Plan.
To cover taxes on this stock grant, 2,971 shares were automatically withheld by WEX. After these transactions, Smith directly held 83,748 WEX common shares. She also reported indirect holdings through several trusts and a spouse account, including the Melissa D. Smith 2024 and 2025 Trusts and three irrevocable trusts for her children.
WEX Inc. Chief Financial Officer Narula Jagtar reported equity-based compensation and related tax withholding. On February 23, 2026, Jagtar acquired 3,195 fully vested shares of WEX common stock at $151.67 per share, granted in lieu of cash under the company’s 2025 short-term incentive plan.
In a separate transaction the same day, 974 shares were automatically withheld at $151.67 per share to satisfy tax obligations tied to this stock grant. After these transactions, Jagtar directly held 18,258 shares of WEX common stock.
WEX Inc. reported that Chief Accounting Officer Jennifer Kimball acquired 1,674 restricted stock units at no cost. These units were originally granted as performance stock units, and the compensation committee certified on February 13, 2026 that the performance criteria had been met, converting them into RSUs. All underlying shares are scheduled to vest on March 15, 2026, giving her full rights to the units on that date.
WEX Inc. reported that Chief Technology Officer Sachin Dhawan acquired rights to 6,420 restricted stock units through a performance-based equity award. The company’s compensation committee certified that the performance goals for a prior performance stock unit grant were achieved, converting it into restricted stock units at no cash cost. These RSUs are scheduled to vest in full on March 15, 2026, providing Dhawan with share-based compensation tied to his continued service through that date.
WEX Inc. Chief Digital Officer Karen B. Stroup acquired 7,112 restricted stock units through a performance-based equity award. The company’s compensation committee certified that the performance goals were met on February 13, 2026, converting the award from performance stock units to RSUs. These restricted stock units are scheduled to vest in full on March 15, 2026, giving her rights to the underlying shares at that time.
WEX Inc. Chief Financial Officer Jagtar Narula reported an equity compensation award tied to company performance. On February 13, 2026, performance criteria for a prior performance stock unit grant were certified as achieved. This caused the award to convert into 9,622 restricted stock units, establishing Narula’s right to these units.
The restricted stock units were granted at a price of $0.00 per unit, reflecting their nature as compensation rather than an open-market purchase. All 9,622 restricted stock units are scheduled to vest on March 15, 2026, after which they can settle into WEX common shares, increasing Narula’s directly held equity stake.
WEX Inc. reported that Chief Risk and Compliance Officer Drew Ann Elena acquired 2,929 restricted stock units. These units were originally granted as performance stock units, and on February 13, 2026, the board committee certified that the performance criteria had been achieved, converting them into restricted stock units. All 2,929 units are scheduled to vest on March 15, 2026.
WEX Inc. Chief Operating Officer, Benefits, Robert Joseph Deshaies reported an acquisition of 12,759 restricted stock units. These units were originally granted as performance stock units, and the board’s compensation committee certified that the related performance criteria were met as of February 13, 2026.
Following this certification, the award converted from performance stock units into restricted stock units, establishing Deshaies’ right to the 12,759 units. All of these restricted stock units are scheduled to vest on March 15, 2026, subject to the award’s standard vesting terms.
WEX Inc. reported that COO, International Joel Alan Dearborn Jr. acquired 9,622 restricted stock units as equity compensation. These units were originally granted as performance stock units, and the board committee certified on February 13, 2026 that the performance criteria had been met, converting them to RSUs and establishing his right to the award. The restricted stock units are scheduled to vest in full on March 15, 2026, meaning all underlying shares become deliverable on that date.
WEX Inc. executive Carlos Carriedo, COO of Americas Payments & Mobility, reported two equity moves. On February 18, 2026, he sold 1,575 shares of common stock in an open-market transaction at a weighted average price of $159.9033 per share, leaving him with 3,695 directly held shares. On February 13, 2026, 6,276 performance stock units converted into restricted stock units after performance criteria were certified as achieved, and these RSUs are scheduled to vest in full on March 15, 2026.
WEX Inc. reported that Chair, CEO, and President Melissa D. Smith acquired 36,916 restricted stock units tied to company performance. These units were originally granted as performance stock units, and the board’s Leadership Development and Compensation Committee certified that the performance criteria were achieved as of February 13, 2026.
With that certification, the award converted from performance stock units into restricted stock units, establishing Smith’s right to these units. All of the underlying shares from this RSU award are scheduled to vest on March 15, 2026, subject to the usual vesting conditions.
WEX Inc. reported that Chief Legal Officer Sara Trickett acquired 964 restricted stock units through the conversion of a prior performance stock unit award. The company’s compensation committee certified that the performance criteria for this grant were met as of February 13, 2026.
As a result of this certification, the award converted from performance stock units to restricted stock units, establishing her right to these units. All 964 restricted stock units are scheduled to vest on March 15, 2026, aligning her compensation with previously set performance goals.
WEX Inc.’s COO, Benefits, Robert Joseph Deshaies reported an insider transaction involving 1,032 shares of common stock. On February 11, 2026, he exercised a stock option for 1,032 shares at an exercise price of $77.20 per share, then sold the same 1,032 shares of common stock at $166 per share. After these trades, he directly owned 15,699 shares of WEX common stock. The option exercised had previously vested in three equal annual installments on March 15 of 2017, 2018, and 2019.
WEX Inc. director Daniel Callahan reported receiving additional WEX common stock through a deferred equity grant. On 12/31/2025, he acquired 176 shares of common stock, bringing his total beneficial ownership to 10,339 shares, held directly.
The filing explains that this stock is represented by restricted stock units granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan in lieu of the annual cash retainer, and deferred under the Company’s Non-Employee Directors Deferred Compensation Plan. Each restricted stock unit will convert into one share of WEX common stock, payable 200 days after his service on the WEX Board of Directors ends for any reason.
WEX Inc. director equity grant and holdings update
A WEX Inc. director reported receiving 176 shares of common stock on 12/31/2025, recorded as an acquisition under the company’s equity plan. Following this grant, the director beneficially owns 14,719 shares of WEX common stock in total, held directly.
The 176 shares are represented by restricted stock units granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan in lieu of the annual cash retainer. Under the company’s Non-Employee Directors Deferred Compensation Plan, each unit will convert into one share of WEX common stock 200 days after the director’s service on the Board ends for any reason.
WEX Inc. reported an insider stock transaction by its Chief Accounting Officer. On 12/18/2025, the officer sold 494 shares of WEX common stock at a price of $151.4 per share, identified with transaction code “S” for a sale. After this trade, the officer beneficially owned 3,671 shares directly. The sale was carried out under a Rule 10b5-1 trading plan that was adopted on August 28, 2025, indicating the transaction was pre-arranged under that rule’s affirmative defense framework.
WEX Inc. chief accounting officer Jennifer Kimball reported the vesting of 1,410 restricted stock units on December 16, 2025, with each unit converting into one share of common stock at an exercise price of $0.
Following this conversion, 1,410 common shares were acquired, and 422 shares were disposed of at $151.05 to cover tax withholding. After these transactions, she directly beneficially owned 4,165 shares of WEX common stock and held 1,411 restricted stock units as derivative securities.
WEX Inc. reported an equity award to its chief people officer, Sandra D. Kuohn. On 12/15/2025, she received 1,987 restricted stock units (RSUs), which are derivative securities that can convert into WEX common stock.
According to the filing, these RSUs vest in stages, with one-third of the shares vesting on each one-year anniversary of the grant date. After this grant, the Form 4 shows beneficial ownership of 1,987 RSUs held directly. The form is filed for one reporting person, reflecting this routine executive equity compensation grant.
WEX Inc. officer Sara Trickett, the company’s Chief Legal Officer, reported insider stock activity tied to restricted stock units. On December 15, 2025, 531 restricted stock units vested and converted into 531 shares of WEX common stock at an exercise price of $0. To satisfy tax withholding, 236 of these shares were disposed of at $153.78 per share. After these Form 4 transactions, Trickett directly beneficially owned 2,137 shares of WEX Inc. common stock.
WEX Inc.'s Chief Technology Officer reported equity compensation activity involving restricted stock units. On December 15, 2025, 5,305 RSUs vested and converted into the same number of common shares at an exercise price of $0. To cover taxes related to this vesting, 2,161 shares were withheld at a price of $153.78 per share. After these transactions, the officer directly owns 7,017 shares of WEX common stock, and the reported RSU award has been fully converted with no remaining derivative balance.
WEX Inc. director reports open-market stock purchase
A director of WEX Inc. (WEX) reported buying 1,000 shares of common stock on 11/13/2025. The transaction was coded as a purchase at a price of $144.25 per share, indicating an open-market acquisition. After this transaction, the director beneficially owned 7,971 shares, held directly. The filing also notes that the form was submitted on behalf of the director by an attorney-in-fact, which is a standard administrative arrangement for reporting insider transactions.