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. COO, International Joel Alan Dearborn Jr. reported selling a total of 3,500 shares of WEX common stock in a series of open-market transactions on April 1, 2026. The sales were executed at weighted-average prices ranging from about $147.93 to $152.71 per share.
According to the filing, these transactions occurred automatically under a Rule 10b5-1 trading plan adopted on December 2, 2025. After the sales, Dearborn directly holds 26,372 WEX shares and also has an indirect interest in 7,400 shares held through the Dearborn 2025 Trust.
Callahan Don reported acquisition or exercise transactions in this Form 4 filing.
WEX Inc. director Don Callahan received an award of 171 shares of common stock in the form of restricted stock units on March 31, 2026. The award was granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan in lieu of his annual cash retainer.
These restricted stock units are deferred under the Company’s Non-Employee Directors Deferred Compensation Plan and will be settled in one share of WEX Inc. common stock per unit 200 days after his service on the Board of Directors ends for any reason. Following this grant, Callahan directly holds 10,510 shares of WEX Inc. common stock.
WEX Inc. director James R. Groch received a grant of 171 shares of common stock in the form of restricted stock units under the company’s equity and incentive plan, classified as a grant or award acquisition. Following this grant, he holds 14,890 shares of WEX common stock directly.
The units were granted in lieu of the annual cash retainer and were deferred under the Non-Employee Directors Deferred Compensation Plan. Each restricted stock unit will be settled in one share of WEX common stock 200 days after Groch’s service on the Board of Directors ends for any reason.
Impactive Capital and related investors report owning about 4.9% of WEX Inc.’s common stock and continue an activist campaign for board representation. The group beneficially owns 1,713,553 shares out of 34,652,427 shares outstanding as of March 18, 2026, primarily through Impactive funds.
As of March 30, 2026, the group ceased to own more than 5% of WEX’s shares but filed a preliminary proxy statement to solicit votes at the 2026 annual meeting for three nominees: Kurt P. Adams, Ellen R. Alemany and Lauren Taylor Wolfe. WEX reduced its board size from ten to nine directors, prompting Impactive to withdraw nominee Kenneth L. Cornick.
The investors also entered a Second Amended and Restated Group Agreement governing joint Schedule 13D filings, proxy solicitation, trading restrictions for certain nominees, and Impactive’s control over and payment of approved group expenses.
WEX submitted a Form 144 reporting proposed sales of Common stock through Merrill Lynch (1800 K St NW, Suite 800, Washington DC). The filing lists multiple stock‑plan entries with example quantities and dates, including 886 shares (03/15/2021) and 947 shares (03/16/2023). The form shows 3,500 in a labeled field and is dated 04/01/2026.
WEX Inc. is soliciting proxies for its 2026 virtual Annual Meeting and urges stockholders to vote FOR the nine company nominees and Proposals 2 and 3 on the enclosed universal BLUE proxy card. The election is contested: Impactive Capital disclosed nominations for several directors and the Company warns Impactive may need bank‑regulatory approvals, which, if not obtained, could invalidate proxies obtained by Impactive. The Board emphasizes recent board refreshment, share repurchase history, and recommends using the Company’s universal BLUE proxy card to avoid confusion created by the universal proxy rules.
Impactive Capital is soliciting proxies to elect three director nominees — Kurt P. Adams, Ellen R. Alemany and Lauren Taylor Wolfe — to WEX Inc.'s nine-member board at the 2026 annual meeting. Impactive and affiliates collectively beneficially own 1,713,553 shares (approximately 4.9%) and will vote those shares for its slate and six unopposed company nominees. The filing argues the Board has allowed sustained underperformance, citing $58 million paid to the CEO over five years while market capitalization fell by over $3 billion, underperformance versus peers and the S&P MidCap 400, and a current valuation cited at 9x 2026 P/E vs. historical 16x and market 17x. Impactive discloses compensation and indemnification arrangements for nominees, group agreements among participants, and transaction history by the funds.