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. Chair, CEO and President Melissa D. Smith reported equity award vesting and related tax withholding. On March 15, 2026, restricted stock units and market share units converted into a total of 42,924 shares of common stock through option exercises at an exercise price of $0.
To cover tax obligations on these awards, WEX automatically withheld 19,038 shares at $159.95 per share, which were reported as dispositions for tax purposes rather than open-market sales. After these transactions, Smith directly holds 107,634 common shares and also has indirect ownership through her husband and several family trusts, along with 6,250 remaining market share units.
WEX Inc. insider Joel A. Dearborn, a 10% owner and COO, International, reported multiple equity award vestings on March 15, 2026. Several blocks of Restricted Stock Units (RSUs) and Market Share Units (MSUs) were exercised at an exercise price of $0 per share, converting into common stock.
To cover taxes on these vestings, WEX automatically withheld shares at a price of $159.95 per share, marked with transaction code F. After the transactions, Dearborn held 28,909 WEX common shares directly and 7,400 shares indirectly through the Dearborn 2025 Trust.
WEX Inc. Chief Risk and Compliance Officer Drew Ann Elena reported routine equity compensation activity. On March 15, 2026, restricted stock units and market share units vested and converted into a total of 3,638 shares of common stock. To cover taxes, 1,615 shares were automatically withheld by WEX at $159.95 per share, as described in the footnotes, rather than sold on the open market. Following these transactions, she directly holds 10,811 shares of WEX common stock. The filing notes that RSUs vest in thirds on each of the first three anniversaries of grant, and that MSU payouts depend on a performance-based payout factor, with one tranche vesting at a 71.27% payout factor.
WEX Inc. Chief Accounting Officer Jennifer Kimball reported compensation-related stock activity on March 15, 2026. Several tranches of Restricted Stock Units (RSUs) and Market Share Units (MSUs) vested and were converted into a total of 2,172 shares of common stock through option-code M derivative exercises.
To cover associated tax obligations on these vestings, 639 shares of common stock were automatically withheld by WEX at $159.95 per share under code F, which is a tax-withholding disposition rather than an open-market sale. Following these transactions, Kimball directly holds 6,491 shares of WEX common stock.
WEX Inc. COO Carlos Carriedo reported the vesting and conversion of restricted stock units into common stock on March 15, 2026. A total of 8,395 RSUs converted into the same number of common shares, reflecting equity compensation rather than open‑market buying.
Of the resulting shares, 3,210 were automatically withheld by WEX at a price of $159.95 per share to cover tax obligations associated with the vesting. After these transactions, Carriedo directly held 10,949 shares of WEX common stock, showing he retained a meaningful equity stake following the RSU vesting.
WEX Inc. Chief Digital Officer Karen B. Stroup reported the vesting and conversion of equity awards into common stock. On March 15, 2026, she exercised or converted Restricted Stock Units and Market Share Units into a total of 9,021 shares of WEX common stock.
To cover related tax obligations, WEX automatically withheld 2,993 shares at a price of $159.95 per share, as described in the footnotes. After these transactions, Stroup directly owned 21,236 shares of WEX common stock. The filing reflects routine equity compensation vesting with tax withholding, not open-market buying or selling.
WEX Inc. executive Joel Alan Dearborn Jr., COO, International, reported a mix of equity compensation and related tax withholding in common stock. He received 3,068 fully vested shares of WEX common stock granted in lieu of cash under the 2025 short-term incentive plan at a reference price of $151.67 per share, issued pursuant to WEX's Amended and Restated 2019 Equity and Incentive Plan. WEX automatically withheld 939 shares at the same price to cover associated taxes, leaving Dearborn with 22,047 shares held directly after these transactions. Separately, 7,400 shares are held indirectly through the Dearborn 2025 Trust, reflecting an earlier contribution of shares for the benefit of his children.
WEX Inc. Chief Accounting Officer Jennifer Kimball reported routine equity compensation activity involving company common stock. She acquired 1,881 fully vested shares granted in lieu of cash under WEX's 2025 short-term incentive plan for services performed in 2025, issued pursuant to the Amended and Restated 2019 Equity and Incentive Plan. To cover tax obligations related to this grant, 594 shares were automatically withheld by WEX. After these transactions, Kimball directly owned 4,958 shares of WEX common stock.
WEX Inc. Chief Technology Officer Sachin Dhawan reported equity compensation activity involving WEX common stock. On February 23, 2026, he acquired 3,994 fully vested shares granted in lieu of cash under WEX's 2025 short-term incentive plan, issued pursuant to the Amended and Restated 2019 Equity and Incentive Plan at $151.67 per share.
On the same date, WEX automatically withheld 1,417 shares at $151.67 per share to cover associated tax liabilities, a tax-withholding disposition rather than an open-market sale. After these transactions, Dhawan directly owned 9,594 WEX common shares.
WEX Inc. reported that Chief Risk and Compliance Officer Drew Ann Elena received a stock award and related tax withholding on February 23, 2026. She acquired 2,168 shares of common stock as fully vested shares granted in lieu of cash under WEX's 2025 short‑term incentive plan, issued pursuant to the Amended and Restated 2019 Equity and Incentive Plan, at a reference price of $151.67 per share. To cover associated taxes, 675 shares of common stock were automatically withheld by WEX as a tax-withholding disposition. After these transactions, she directly owned 8,788 shares of WEX common stock.