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 involving company common stock. She received a grant of 2,664 fully vested shares at $151.67 per share, issued in lieu of cash under WEX’s 2025 short-term incentive plan and its Amended and Restated 2019 Equity and Incentive Plan.
In connection with this grant, 685 shares at the same price were automatically withheld by WEX to cover tax obligations, a non‑open‑market, tax‑withholding disposition. After these transactions and a one‑share rounding adjustment, Stroup directly owns 15,208 shares of WEX common stock.
WEX Inc. executive Robert Joseph Deshaies reported mixed stock transactions. He received 3,713 fully vested common shares on February 23, 2026 as a stock award in lieu of cash, with 1,315 shares withheld to cover taxes. On February 24, 2026 he sold a total of 3,238 shares in open-market trades at weighted average prices around $150–$152, leaving 14,859 shares held directly.
WEX Inc. Chief Legal Officer Sara Trickett reported several stock transactions. On February 23, 2026, she acquired 2,625 fully vested common shares granted in lieu of cash under WEX’s 2025 short-term incentive plan, with 810 shares automatically withheld to cover taxes. On February 25, 2026, she completed an open-market sale of 1,815 common shares at $149.95 per share, leaving her with 2,137 directly owned shares of WEX common stock.
WEX Inc. chief operating officer for Americas Payments & Mobility, Carlos Carriedo, reported stock-based compensation and related tax withholding. He received a grant of 2,982 fully vested common shares valued at $151.67 per share under WEX's 2025 short-term incentive plan for services performed in 2025. WEX automatically withheld 913 shares at the same price to cover taxes on this grant, leaving Carriedo with direct ownership of 5,764 common shares after these transactions.
WEX Inc. chair, CEO, and president Melissa D. Smith reported equity compensation and related tax withholding in WEX common stock. On February 23, 2026, she received a grant of 8,901 fully vested shares of common stock in lieu of cash under WEX’s 2025 short-term incentive plan, issued pursuant to the Amended and Restated 2019 Equity and Incentive Plan.
To cover taxes on this stock grant, 2,971 shares were automatically withheld by WEX. After these transactions, Smith directly held 83,748 WEX common shares. She also reported indirect holdings through several trusts and a spouse account, including the Melissa D. Smith 2024 and 2025 Trusts and three irrevocable trusts for her children.
WEX Inc. Chief Financial Officer Narula Jagtar reported equity-based compensation and related tax withholding. On February 23, 2026, Jagtar acquired 3,195 fully vested shares of WEX common stock at $151.67 per share, granted in lieu of cash under the company’s 2025 short-term incentive plan.
In a separate transaction the same day, 974 shares were automatically withheld at $151.67 per share to satisfy tax obligations tied to this stock grant. After these transactions, Jagtar directly held 18,258 shares of WEX common stock.
WEX submitted a Form 144 notice reporting proposed sales of common stock by affiliated parties.
The filing lists planned stock plan-related items dated 02/23/2026 (2398) and 03/15/2024 (840). It also records recent reported dispositions by Robert Deshaies: 1,032 shares on 02/11/2026 and 1,506 shares on 11/26/2025.
WEX Inc. reported that Chief Accounting Officer Jennifer Kimball acquired 1,674 restricted stock units at no cost. These units were originally granted as performance stock units, and the compensation committee certified on February 13, 2026 that the performance criteria had been met, converting them into RSUs. All underlying shares are scheduled to vest on March 15, 2026, giving her full rights to the units on that date.
WEX Inc. reported that Chief Technology Officer Sachin Dhawan acquired rights to 6,420 restricted stock units through a performance-based equity award. The company’s compensation committee certified that the performance goals for a prior performance stock unit grant were achieved, converting it into restricted stock units at no cash cost. These RSUs are scheduled to vest in full on March 15, 2026, providing Dhawan with share-based compensation tied to his continued service through that date.