Welcome to our dedicated page for Wex SEC filings (Ticker: WEX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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.
WEX Inc. received an updated ownership report showing that investment firm PAR Investment Partners, L.P. beneficially owns 2,252,000 shares of WEX common stock. This stake represents 6.6% of the company’s outstanding shares, based on 34,288,525 shares outstanding as of September 30, 2025.
PAR reports sole power to vote and dispose of all 2,252,000 shares, with no shared voting or dispositive power. Related entities PAR Group II, L.P. and PAR Capital Management, Inc. may also be deemed beneficial owners through their roles as general partners and manager of PAR Investment Partners.
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. describes a global commerce platform built around three segments: Mobility, Benefits, and Corporate Payments, supported by its wholly owned WEX Bank. The company processes hundreds of billions of dollars in transactions annually, using proprietary networks, SaaS platforms, and embedded payments technology.
For 2025, WEX highlights several key developments, including repurchasing $790 million of common stock, which reduced its share count by more than 5 million shares, or about 13 percent since the end of 2024. These repurchases were largely funded by issuing $550 million of 6.500% senior unsecured notes due 2033 and adding $450 million of senior secured tranche B term loans.
The company also signed a long-term U.S. commercial card agreement with BP, expanded its 10-4 by WEX mobile app, advanced embedded payments beyond travel, and rolled out AI-driven tools in fraud prevention, credit management, and customer support. WEX reports an aggregate market value of common equity held by non-affiliates of about $5.0 billion as of June 30, 2025, with 34,310,618 shares outstanding as of February 6, 2026.
WEX received a notice that an affiliated holder plans to sell 1,032 shares of its common stock through Merrill Lynch, with an aggregate market value of 171,281, on or about 02/11/2026 on the NYSE.
The seller, identified as Robert Deshaies, acquired these 1,032 shares on 02/11/2026 through stock plan activity from the issuer. The filing also notes a prior sale by the same seller of 1,506 common shares on 11/26/2025 for gross proceeds of 225,282 and includes a representation that the seller knows no undisclosed material adverse information about WEX.
Impactive Capital, which owns about 5.0% of WEX Inc., plans to solicit votes for four director nominees at WEX’s 2026 annual meeting using a WHITE universal proxy card. The activist investor argues that WEX’s share price and operating performance have significantly trailed peer Corpay, Inc. and the S&P MidCap 400 over multiple years, citing weaker total shareholder returns and an operating margin gap that exceeded 18 points in 2025. Impactive points to a prior “no confidence” signal in 2025, when over 30% of voting shareholders withheld support from three incumbent directors, and contends its nominees bring industry, governance, and capital allocation experience along with meaningful personal share ownership.
Impactive Capital and affiliated investors have amended their Schedule 13D on WEX Inc. to launch a director slate for the 2026 annual meeting. The group reports beneficial ownership of 1,720,253 WEX common shares, or about 5.02% of the 34,288,525 shares outstanding as of October 23, 2025.
Impactive funds hold 1,707,253 shares, while related entities Alemany October 2025 GRAT No. 1 and Cornick Family Investor, LLC hold 6,000 and 7,000 shares, respectively. Impactive has nominated four candidates—Kurt P. Adams, Ellen R. Alemany, Kenneth L. Cornick and Lauren Taylor Wolfe—and agreed with them to solicit proxies for their election, while a press release reiterates Impactive’s stated concerns about WEX’s valuation, accountability, and responsiveness to shareholders.
WEX Inc. filed a current report to let investors know it has released its fourth-quarter and full year 2025 financial results. The company issued a news release and posted an earnings supplement on its investor website, both dated February 4, 2026.
These materials are included as Exhibits 99.1 and 99.2 to the report and are being furnished rather than filed, meaning they are not automatically incorporated into any of the company’s registration statements unless specifically referenced in the future.
WEX Inc. reported that directors Shikhar Ghosh and Jack VanWoerkom plan to retire from its Board at the 2026 Annual Meeting of Stockholders and will not stand for re-election. The company stated that their decisions were not due to any disagreement over operations, policies, or practices.
Effective at the Annual Meeting, the Board will be reduced from twelve to ten seats, reflecting their departures. The Board has also chosen David Foss to become Vice Chair and Lead Independent Director following Mr. VanWoerkom’s retirement, with additional compensation under the existing non-employee director compensation program.
WEX issued a press release about these changes, which also includes a preview of the general direction of its fourth quarter results, but specific figures are not detailed here.
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.