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WEX Inc. (WEX) SEC Filings, Oct-Dec 2025

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

A holder of WEX securities has filed a notice of proposed sale under Rule 144. The notice covers 494 common shares, to be sold through Merrill Lynch at 1800 K St NW, Suite 800, Washington, DC 20006, with an aggregate market value of 74771. The shares are listed for sale on the NYSE, with an approximate sale date of 12/18/2025.

The securities to be sold were acquired on 12/16/2025 in a Stock Plan Activity transaction from the issuer, with 494 securities acquired and payment made on the same date. The notice also reports that the issuer had 34288525 shares of this class outstanding.

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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.

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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.

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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.

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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.

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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.

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WEX Inc. filed a Form 3 reporting the initial beneficial ownership of a director. The filing lists 1,500 shares of WEX common stock held in direct ownership.

The disclosure reflects the reporting baseline as of 11/03/2025. No derivative securities were reported in Table II.

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WEX Inc. (WEX) reported an initial beneficial ownership filing on Form 3 for its Chief People Officer, Sandra D. Kuohn, with an event date of 11/03/2025. The filing states that no securities are beneficially owned at this time. The form was filed as one reporting person and was signed by /s/ Matthew Finkelstein as attorney-in-fact for Sandra D. Kuohn on 11/12/2025.

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WEX Inc. reported mixed Q3 results. Revenue rose to $691.8M from $665.5M, while net income decreased to $80.3M from $102.9M. Diluted EPS was $2.30 versus $2.52 a year ago as operating income eased to $183.6M. Segment detail shows continued contribution from Mobility, Corporate Payments, and Benefits, with account servicing and finance fees growing year over year.

Year to date, revenue was $1.99B and net income $219.8M. Cash from operations improved to $159.6M for the nine months, reflecting better working capital dynamics versus last year. Provision for credit losses increased, and financing interest expense remained elevated.

WEX accelerated capital returns, completing a modified “Dutch auction” tender offer, purchasing ~4.9M shares for $750.0M at $154 per share; total repurchases were $801.7M for the nine months. To fund these actions and refinance, WEX issued $550.0M 6.5% Senior Notes due 2033 and added $447.8M of Term B-3 loans. Long‑term debt rose to $3.81B. Shares outstanding were 34,288,525 as of October 23, 2025. HSA deposits at WEX Bank were $3.95B, supporting deposit-funded liquidity.

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WEX Inc. filed an 8-K announcing two items. The company furnished its third-quarter 2025 results via a press release and an earnings supplement available on its website. Separately, the Board expanded from 11 to 12 members and appointed David Foss as a director, effective November 3, 2025, with a term expiring at the 2026 Annual Meeting.

The Board determined Mr. Foss is independent under NYSE rules. Committee assignments are pending. He will receive standard non-employee director compensation and enter into the company’s customary indemnification agreement.

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FAQ

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

StockTitan tracks 157 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 December 18, 2025.