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 initial ownership report on Form 3 from a group of related investors led by Impactive Capital. The filing shows indirect holdings of 1,707,253 shares of WEX common stock, held by certain Impactive-managed funds and accounts.
Those funds have delegated all voting and investment power over these shares to Impactive Capital LP, with Impactive Capital LLC, Christian Asmar, and Lauren Taylor Wolfe potentially deemed to share that authority through their roles. All reporting persons and the Impactive Funds disclaim beneficial ownership of the securities beyond their pecuniary interest. The filing reflects existing holdings rather than a new purchase or sale.
Foss David B reported acquisition or exercise transactions in this Form 4 filing.
WEX Inc. director David B. Foss received a grant of 2,352 Restricted Stock Units as equity compensation. These RSUs represent rights to receive an equal number of shares of WEX common stock in the future and were awarded at no cash cost per unit. The RSUs will vest in full on May 14, 2027, meaning Foss must remain eligible through that date to receive the underlying shares. Following this grant, he holds 2,352 RSUs directly, and the filing does not report any stock purchases or sales, only this compensation-related award.
Alemany Ellen R reported acquisition or exercise transactions in this Form 4 filing.
WEX Inc. reported that director Ellen R. Alemany received a grant of 2,352 Restricted Stock Units on May 14, 2026. These RSUs represent 2,352 shares of common stock and were awarded as compensation rather than through an open-market trade. The RSUs will vest in full on May 14, 2027, meaning Alemany gains the underlying shares only if she remains eligible through that date. Following this grant, her directly held RSU position from this award totals 2,352 units.
WEX Inc. director Derrick A. Roman reported routine equity compensation activity. On May 15, 2026, 1,567 Restricted Stock Units (RSUs) vested and were converted into an equal number of common shares, bringing his directly held common stock to 6,434 shares.
The vested RSUs were credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be delivered as common stock 200 days after his Board service ends. On May 14, 2026, he also received a grant of 1,605 RSUs under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan, which will vest in total on May 14, 2027. These are compensation-related acquisitions, not open-market purchases or sales.
WEX Inc. director Aimee Cardwell reported compensation-related equity activity. On May 15, 2026 she exercised 1,567 Restricted Stock Units into the same number of common shares, bringing her direct common stock holdings to 3,007 shares. These RSUs had been credited to the WEX Non-Employee Deferred Compensation Plan and are delivered as stock 200 days after her board service ends. On May 14, 2026 she also received a new grant of 1,605 RSUs that will vest in total on May 14, 2027 and then be credited to the same deferred compensation plan.
Adams Kurt Patrick reported acquisition or exercise transactions in this Form 4 filing.
WEX Inc. director Kurt Patrick Adams received a grant of 2,352 Restricted Stock Units as equity compensation. These RSUs represent future rights to receive an equal number of WEX common shares at no purchase price.
The RSUs will vest in full on May 14, 2027. After vesting, the shares will be credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be paid to Adams as common stock 200 days after his service on the Board of Directors ends for any reason. This filing reflects a compensation-related award, not an open-market stock purchase or sale.
WEX Inc. director Susan Sobbott reported routine equity compensation activity. On May 14, 2026, she received a grant of 1,605 Restricted Stock Units, which will vest in full on May 14, 2027. On May 15, 2026, 1,567 RSUs vested and each RSU converted into one share of common stock at no cash exercise price. Following these transactions, she directly holds 7,881 shares of WEX common stock. These filings reflect compensation-related awards and vesting, not open-market buying or selling.
WEX Inc. director Stephen Montgomery Smith reported routine equity compensation activity. On May 14, 2026, he received a grant of 1,605 Restricted Stock Units (RSUs), which the footnotes state will vest in total on May 14, 2027. On May 15, 2026, 1,567 previously granted RSUs vested and each RSU converted into one share of common stock, increasing his direct common stock holdings to 9,538 shares. The filing shows only grants and RSU vesting exercises, with no open‑market purchases or sales.
WEX Inc. director Don Callahan reported equity compensation activity involving restricted stock units (RSUs) and common shares. On May 14, 2026, he received a grant of 1,605 RSUs tied to WEX common stock, which the footnotes state will vest in total on May 14, 2027 and be credited under the company’s Non-Employee Deferred Compensation Plan.
On May 15, 2026, 1,567 RSUs vested and were effectively converted into the same number of WEX common shares, increasing his directly held common stock to 12,077 shares. According to the footnotes, RSUs credited under the deferred compensation plan will ultimately be paid out as common stock 200 days after his Board service ends.
WEX Inc. director James R. Groch reported routine equity compensation activity. On May 15, 2026, he exercised 1,567 Restricted Stock Units (RSUs) into 1,567 shares of common stock, bringing his direct common stock holdings to 16,457 shares.
These RSUs were granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan and credited to the WEX Inc. Non-Employee Deferred Compensation Plan. The shares will be delivered as common stock 200 days after his Board service ends. Separately, on May 14, 2026, he received a new grant of 1,605 RSUs, which will vest in full on May 14, 2027.