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 Chief Legal Officer Sara Trickett filed an amended Form 4 (Form 4/A) to correct previously reported share information from a tax withholding transaction. The amendment clarifies that:
Key Transaction Details:
- On June 17, 2025, 34 shares of Common Stock were withheld for tax purposes (corrected from previously reported 23 shares)
- The withholding occurred in connection with the vesting of Market Share Units (MSUs)
- The shares were valued at $143.39 per share
- Following the transaction, Trickett directly owns 1,842 shares (corrected from previously reported 1,853 shares)
This Form 4/A was filed on June 28, 2025, amending the original Form 4 filed on June 20, 2025. The correction specifically addresses the number of shares withheld for taxes and the subsequent beneficial ownership amount.
WEX COO of Americas Payments & Mobility, Carlos Carriedo, reported two significant transactions on June 17, 2025:
- Acquisition of 390 shares through the vesting of Restricted Stock Units (RSUs), with a conversion rate of 1:1
- Disposition of 184 shares at $143.39 per share for tax withholding purposes
Following these transactions, Carriedo holds 6,145 shares directly and retains 782 unvested RSUs. The RSU vesting schedule follows a three-year pattern, with one-third vesting annually on the grant date anniversary. These transactions were executed under regular conditions and reported within the required filing window. The filing was completed through an attorney-in-fact on June 20, 2025.
WEX Chief Risk and Compliance Officer Ann Elena Drew reported significant insider transactions on June 17, 2025. The transactions involved the vesting of Restricted Stock Units (RSUs) and subsequent tax-related share dispositions:
- 1,465 RSUs vested and converted to common stock at $0 exercise price
- 478 shares were disposed of at $143.39 per share for tax withholding purposes
- Following these transactions, Drew holds 9,226 shares directly
The RSUs fully vested on the first anniversary of their grant date. The transactions were executed pursuant to the standard vesting schedule and tax withholding requirements, rather than discretionary trading decisions. The filing was completed through an attorney-in-fact on June 20, 2025.
WEX Chief Legal Officer Sara Trickett reported multiple transactions on June 17, 2025, involving both Restricted Stock Units (RSUs) and Market Share Units (MSUs):
- Acquired 97 shares from RSU conversion at $0, with 29 shares withheld for taxes at $143.39 per share
- Acquired 76 shares from MSU conversion (77.72% payout factor) at $0, with 23 shares withheld for taxes at $143.39 per share
- Following transactions, Trickett directly owns 1,853 WEX common shares
- Maintains 196 unvested RSUs and 196 unvested MSUs
The MSUs feature a performance-based vesting structure with a 60% minimum payout factor and 200% maximum, based on stock price performance. Both RSUs and MSUs vest over three years, with one-third vesting annually from grant date.