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. reported stronger results for the quarter ended June 30, 2026. Total revenues were $753.5 million, up from $659.6 million a year earlier, driven by higher payment processing, finance fee, and other revenues across the Mobility, Benefits and Corporate Payments segments. Operating income rose to $203.2 million from $156.8 million, and net income attributable to shareholders increased to $108.5 million, with diluted EPS of $3.11 versus $1.98.
For the first half of 2026, revenues reached $1,427.4 million and net income was $186.2 million. Cash and cash equivalents grew to $1,161.5 million, supported by $6,550.0 million of short-term deposits and diversified funding including FHLB advances, securitized debt, participation facilities and a revolving credit facility. Net cash used for operating activities was $408.4 million, reflecting large working capital swings tied to receivables and funding flows.
Credit quality metrics remained solid, with 99% of trade accounts receivable less than 30 days past due and an allowance of $93.2 million. WEX Bank remained “well capitalized,” with a total capital ratio of 13.48% versus an 8.00% minimum. The company continued capital returns, repurchasing 0.4 million shares for $60.0 million in the first half of 2026, and is integrating the bp co‑branded commercial fleet card portfolio, now recorded as a 10‑year customer relationship intangible.
WEX Inc. reported strong results for the quarter ended June 30, 2026. Revenue was $753.5 million, up 14.2% year over year, including a $63.8 million benefit from higher fuel prices and $2.1 million from foreign exchange. GAAP net income was $108.5 million, or $3.11 per diluted share, up 57.1%, while adjusted net income rose to $186.5 million, or $5.35 per diluted share, up 35.4%. GAAP operating margin improved to 27.0% and adjusted operating margin to 39.6%.
Total volume across segments grew 15.7% to $68.9 billion. Mobility revenue increased 22.0% to $422.4 million, Benefits revenue 5.6% to $206.0 million, and Corporate Payments revenue 5.8% to $125.1 million. Adjusted free cash flow was $219.0 million versus $194.3 million a year earlier, and the leverage ratio declined to 2.9x from 3.1x.
Management raised full‑year 2026 guidance, now expecting revenue of $2.86–$2.90 billion and adjusted net income of $689–$703 million, or $19.68–$20.08 per diluted share. WEX repurchased about $60 million of stock in the quarter and a further $33 million through July 20.
WEX Inc. chief operating officer for Benefits, Robert Joseph Deshaies, reported open-market sales of a total of 2,000 shares of WEX common stock on July 6, 2026. The transactions were executed at prices within a disclosed range between approximately $143 and $150 per share.
The filing notes that these sales occurred automatically under a pre-arranged Rule 10b5-1 trading plan adopted by Deshaies on February 24, 2026, indicating the timing was set in advance rather than being a discretionary market-timing decision.
WEX Inc. notice under Form 144 reports proposed sales of Common stock and recent issuer stock plan activity. The filing lists two stock plan issuances of 1,174 (03/15/2024) and 826 (04/03/2024) shares and a prior sale of 1,200 shares by Robert Deshaies on 05/28/2026, with a post-sale holding shown as 173,764 shares.
WEX Inc. reported a routine equity compensation grant connected to board service. An entity associated with director Lauren Taylor Wolfe and Impactive Capital received 79 shares of Common Stock in the form of Restricted Stock Units granted in lieu of the annual cash retainer. These RSUs were issued under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan and deferred under the Non-Employee Directors Deferred Compensation Plan.
Each Restricted Stock Unit will convert into one share of WEX Common Stock 200 days after Taylor Wolfe’s service on the board ends for any reason. Following this grant, the filing shows 1,707,332 shares of Common Stock indirectly held by the reporting group tied to Impactive Capital and its affiliates.
GROCH JAMES R reported acquisition or exercise transactions in this Form 4 filing.
WEX Inc. director James R. Groch received an award of 186 shares of common stock in the form of restricted stock units. These units were granted under the company’s 2019 Equity and Incentive Plan in lieu of his annual cash retainer as a non-employee director.
The award is deferred under WEX’s Non-Employee Directors Deferred Compensation Plan and will be settled in an equal number of common shares 200 days after his Board service ends. Following this grant, Groch directly holds 18,143 shares of WEX common stock.
Callahan Don reported acquisition or exercise transactions in this Form 4 filing.
WEX Inc. director Don Callahan reported receiving 186 shares of common stock in the form of restricted stock units as a compensation award. The units were granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan in lieu of the annual cash retainer and deferred under the Non-Employee Directors Deferred Compensation Plan. Each unit will be settled in one share of WEX common stock 200 days after Callahan’s service on the Board ends. Following this grant, Callahan directly holds 12,263 shares of WEX common stock.
Adams Kurt Patrick reported acquisition or exercise transactions in this Form 4 filing.
WEX Inc. director Kurt Patrick Adams received 79 shares of common stock in the form of restricted stock units as a grant in lieu of his annual cash retainer. Following this award, he now holds 379 shares directly. These restricted stock units will be settled in WEX common stock 200 days after his service on the Board ends for any reason, under the company’s equity and deferred compensation plans.
WEX Inc. Chief Legal Officer Sara Trickett reported equity compensation vesting activity on June 17, 2026. Restricted Stock Units and Market Share Units vested and converted into a total of 173 shares of common stock. These transactions are recorded as derivative exercises rather than open-market purchases.
To cover tax obligations from the vesting, WEX automatically withheld 52 shares at a price of $131.27 per share, which the filing classifies as tax-withholding dispositions, not discretionary sales. After these transactions, Trickett directly holds 3,543 shares of WEX common stock.
WEX Inc. executive Carlos Carriedo, COO of Americas Payments & Mobility, reported routine equity compensation activity tied to Restricted Stock Units (RSUs) on June 17, 2026. RSUs vested on that date and each RSU converted into one share of common stock.
To cover tax obligations on the vesting, 174 shares of common stock were automatically withheld by WEX, a tax-withholding disposition rather than an open-market sale. In connection with the RSU vesting, 391 RSUs were exercised and converted into common shares. Following these transactions, Carriedo directly holds 12,151 shares of WEX common stock.