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. 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.
WEX Inc. director Ellen R. Alemany filed an initial Form 3 showing indirect ownership of WEX common stock. The filing reports that a grantor retained annuity trust named Alemany October 2025 GRAT No. 1 holds 6,000 shares of WEX common stock on her behalf.
The entry is a holdings disclosure rather than a new buy or sell transaction, providing a baseline view of Alemany’s indirect stake in the company through this trust structure.
WEX Inc. director Kurt Patrick Adams filed an initial ownership report on Form 3. The filing shows he directly holds 300 shares of WEX Inc. common stock. This form establishes his starting beneficial ownership position as a newly reportable insider, and does not reflect any recent stock transactions.
WEX Inc. reported results from its annual stockholder meeting and a new capital return plan. Stockholders elected 11 directors for one-year terms, with each nominee receiving more than 31.1 million votes in favor. A non-binding advisory proposal on executive compensation received 30,856,685 votes for, 1,230,434 against, and 164,538 abstentions. Stockholders also ratified Deloitte & Touche LLP as independent auditor for the fiscal year ending December 31, 2026, with 31,265,486 votes for and 829,556 against. In addition, the Board authorized a share repurchase program allowing the Company to buy back up to $1.0 billion of its common stock, with no expiration date.
WEX Inc. reported results from its annual stockholder meeting and a new capital return plan. Stockholders elected 11 directors for one-year terms, with each nominee receiving more than 31.1 million votes in favor. A non-binding advisory proposal on executive compensation received 30,856,685 votes for, 1,230,434 against, and 164,538 abstentions. Stockholders also ratified Deloitte & Touche LLP as independent auditor for the fiscal year ending December 31, 2026, with 31,265,486 votes for and 829,556 against. In addition, the Board authorized a share repurchase program allowing the Company to buy back up to $1.0 billion of its common stock, with no expiration date.
WEX Inc. amendment to a Schedule 13G/A reports beneficial ownership stakes by Morgan Stanley reporting units and Atlanta Capital Management Company, LLC. The filing shows 2,015,213 shares (5.8%) associated with Morgan Stanley reporting units and 1,846,085 shares (5.3%) associated with Atlanta Capital Management, each disclosed with voting and dispositive power breakdowns.
The cover identifies the securities as Common Stock, CUSIP 96208T104. Signatures by authorized signatories are dated 05/12/2026; the filing is marked as Amendment No. 2 with an internal date of 03/31/2026.
WEX Inc. and activist investor Impactive Capital entered a cooperation agreement that resolves Impactive's 2026 proxy contest and adds three Board nominees to the company slate for the 2026 annual meeting. The Board will be set to eleven directors, include the three New Director Nominees, and separate the roles of Chair and CEO at the first regular Board meeting after the Annual Meeting.
WEX Inc. entered into a cooperation agreement with Impactive Capital that reshapes its board and 2026 annual meeting plans. The Board will expand to 11 directors and nominate three new independent directors – Kurt Adams, Ellen Alemany, and Impactive co-founder Lauren Taylor Wolfe – alongside eight incumbent nominees as a single 2026 slate.
After the annual meeting, WEX will separate the roles of Chair and Chief Executive Officer, with Melissa Smith continuing as CEO, President and director. The agreement includes standstill, voting, non-disparagement and expense reimbursement provisions, and allows Impactive to propose replacement directors if its net long position stays above agreed thresholds. To give shareholders more time to review updated proxy materials, the annual meeting has been postponed from May 5, 2026 to May 14, 2026, with the record date unchanged.
WEX Inc. is facing a proxy contest: Impactive Capital and affiliated participants have filed a definitive proxy statement and a WHITE universal proxy card to nominate three directors for election at WEX’s 2026 annual meeting.
Impactive, which owns 4.9% of WEX, criticizes board oversight and performance and is contesting the chair role; the meeting will be virtual and open only to shareholders.
WEX Inc ownership filing: Vanguard Capital Management reports beneficial ownership of 1,804,206 shares of Common Stock, representing 5.20% of the class as reported for the period ending 03/31/2026. The filer reports sole voting power over 261,760 shares and sole dispositive power over 1,804,206 shares. The filing is signed on 04/30/2026 by Ashley Grim.