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. Chief Digital Officer Karen B. Stroup reported equity compensation activity and related tax withholding. On March 17, 2026, Restricted Stock Units and Market Share Units vested, converting a total of 1,731 units into an equal number of common shares, including MSUs paid out at a 105.38% payout factor. To cover taxes on these vestings, WEX automatically withheld 682 shares at a price of $156.79 per share. Following these transactions, Stroup directly held 22,285 shares of WEX common stock. On March 16, 2026, she also received new awards covering 5,358 RSUs and 4,019 MSUs tied to future performance and time-based vesting.
WEX Inc. reported that Chief People Officer Sandra D. Kuohn received equity-based compensation on March 16, 2026. She was granted 3,572 Restricted Stock Units that vest in three equal annual installments on the first, second, and third anniversaries of the grant date.
She was also granted 2,679 Market Share Units, which are performance-based restricted share units. One-third of the MSUs vest on each of the first three anniversaries of the grant, converting into common shares based on a payout factor between 60% and 200% tied to WEX’s stock price performance. MSUs scheduled to vest on a date are forfeited if the payout factor is below 60%.
WEX Inc. COO International Joel Alan Dearborn Jr. reported routine equity compensation activity. On March 16, 2026, he received grants of 6,378 Restricted Stock Units (RSUs) and 4,784 Market Share Units (MSUs), each tied to an equivalent number of common shares.
On March 17, 2026, 843 RSUs vested and converted into 843 common shares, and 888 MSUs vested based on a 105.38% payout factor, converting into 888 common shares. To cover taxes on these vestings, 374 and 394 common shares were automatically withheld by WEX at $156.79 per share. Following these transactions, he directly held 29,872 common shares, and an additional 7,400 common shares were held indirectly by the Dearborn 2025 Trust.
WEX Inc. Chair, CEO, and President Melissa D. Smith reported compensation-related equity activity, mainly the vesting and conversion of performance-based Market Share Units (MSUs). On March 17, 2026, 7,515 MSUs from a March 17, 2025 award vested at a 105.38% payout factor and converted into 7,515 shares of common stock. To cover associated taxes, 3,333 shares were automatically withheld by WEX at $156.79 per share rather than sold on the open market.
On March 16, 2026, Smith also received a new MSU grant covering a target of 21,570 shares, which will vest in three equal annual tranches, subject to a payout factor that can range from 60% to 200%. After these transactions, she holds 111,816 common shares directly, along with additional indirect holdings, including 18,277 shares held by her husband and 42,274 shares in a 2025 trust.
WEX Inc. Chief Technology Officer Sachin Dhawan reported equity compensation activity centered on vesting and tax withholding, not open‑market trading. On March 17, 2026, 1,265 Restricted Stock Units and 1,333 Market Share Units converted into an equal number of common shares.
To cover taxes, WEX automatically withheld 628 and 661 shares of common stock at $156.79 per share. Dhawan also received new grants on March 16, 2026 of 10,205 RSUs and 7,654 Market Share Units, which vest in three annual tranches based on time and performance conditions.
WEX Inc. Chief Technology Officer Sachin Dhawan reported equity compensation vesting rather than open-market trading. On March 15, 2026, his Restricted Stock Units and Market Share Units converted into a total of 7,710 shares of common stock. WEX automatically withheld 3,454 shares at $159.95 per share to cover tax obligations related to the vesting. After these transactions, Dhawan directly held 13,850 shares of WEX common stock. The disposition transactions were tax withholdings, not discretionary market sales.
WEX Inc. Chief Legal Officer Sara Trickett reported routine equity compensation activity. On March 15, 2026, restricted stock units and market share units vested and were exercised into 1,188 shares of common stock, consistent with performance and time-based vesting terms described for RSUs and MSUs.
To cover associated tax obligations, WEX automatically withheld 504 shares of common stock at $159.95 per share, classified as tax-withholding dispositions rather than open-market sales. Following these transactions, Trickett directly owns 2,821 shares of WEX common stock.
WEX Inc. COO, Benefits Robert Joseph Deshaies reported equity award vesting and related share movements. On March 15, 2026, restricted stock units (RSUs) and market share units (MSUs) converted into a total of 15,121 shares of WEX common stock through derivative exercises.
To cover tax obligations on these RSU and MSU vestings, WEX automatically withheld 7,190 shares of common stock at a price of $159.95 per share, characterized as tax-withholding dispositions rather than open-market sales. After these transactions, Deshaies directly held 22,790 shares of WEX common stock.
WEX Inc. Chief Financial Officer Jagtar Narula reported the vesting and conversion of equity awards into common stock. On March 15, 2026, restricted stock units and market share units converted into a total of 11,981 shares of common stock through derivative exercises.
To cover tax obligations on these vestings, 4,832 shares of common stock were automatically withheld by WEX at a price of $159.95 per share, rather than sold in the open market. After these transactions, Narula directly owned 25,407 shares of WEX common stock.
The market share unit payout for part of the award was based on a 71.27% payout factor within a structure that allows a minimum payout factor of 60% and a maximum of 200%, tying the final share conversion to the company’s stock price performance over specified trading-day windows.
WEX filed a Form 144 notice to sell 715 shares of its Common Stock. The filing shows the proposed sale is listed as Stock Plan Activity with Merrill Lynch named as broker and an effective filing date of 03/17/2026.
The filing also cites a prior disposition of 494 shares by Jennifer Kimball on 12/18/2025. Shares outstanding are listed as 34,310,618 as of 03/17/2026, which is provided as context in the notice.