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 acquired 7,112 restricted stock units through a performance-based equity award. The company’s compensation committee certified that the performance goals were met on February 13, 2026, converting the award from performance stock units to RSUs. These restricted stock units are scheduled to vest in full on March 15, 2026, giving her rights to the underlying shares at that time.
WEX Inc. Chief Financial Officer Jagtar Narula reported an equity compensation award tied to company performance. On February 13, 2026, performance criteria for a prior performance stock unit grant were certified as achieved. This caused the award to convert into 9,622 restricted stock units, establishing Narula’s right to these units.
The restricted stock units were granted at a price of $0.00 per unit, reflecting their nature as compensation rather than an open-market purchase. All 9,622 restricted stock units are scheduled to vest on March 15, 2026, after which they can settle into WEX common shares, increasing Narula’s directly held equity stake.
WEX Inc. reported that Chief Risk and Compliance Officer Drew Ann Elena acquired 2,929 restricted stock units. These units were originally granted as performance stock units, and on February 13, 2026, the board committee certified that the performance criteria had been achieved, converting them into restricted stock units. All 2,929 units are scheduled to vest on March 15, 2026.
WEX Inc. Chief Operating Officer, Benefits, Robert Joseph Deshaies reported an acquisition of 12,759 restricted stock units. These units were originally granted as performance stock units, and the board’s compensation committee certified that the related performance criteria were met as of February 13, 2026.
Following this certification, the award converted from performance stock units into restricted stock units, establishing Deshaies’ right to the 12,759 units. All of these restricted stock units are scheduled to vest on March 15, 2026, subject to the award’s standard vesting terms.
WEX Inc. reported that COO, International Joel Alan Dearborn Jr. acquired 9,622 restricted stock units as equity compensation. These units were originally granted as performance stock units, and the board committee certified on February 13, 2026 that the performance criteria had been met, converting them to RSUs and establishing his right to the award. The restricted stock units are scheduled to vest in full on March 15, 2026, meaning all underlying shares become deliverable on that date.
WEX Inc. executive Carlos Carriedo, COO of Americas Payments & Mobility, reported two equity moves. On February 18, 2026, he sold 1,575 shares of common stock in an open-market transaction at a weighted average price of $159.9033 per share, leaving him with 3,695 directly held shares. On February 13, 2026, 6,276 performance stock units converted into restricted stock units after performance criteria were certified as achieved, and these RSUs are scheduled to vest in full on March 15, 2026.
WEX Inc. reported that Chair, CEO, and President Melissa D. Smith acquired 36,916 restricted stock units tied to company performance. These units were originally granted as performance stock units, and the board’s Leadership Development and Compensation Committee certified that the performance criteria were achieved as of February 13, 2026.
With that certification, the award converted from performance stock units into restricted stock units, establishing Smith’s right to these units. All of the underlying shares from this RSU award are scheduled to vest on March 15, 2026, subject to the usual vesting conditions.
WEX Inc. reported that Chief Legal Officer Sara Trickett acquired 964 restricted stock units through the conversion of a prior performance stock unit award. The company’s compensation committee certified that the performance criteria for this grant were met as of February 13, 2026.
As a result of this certification, the award converted from performance stock units to restricted stock units, establishing her right to these units. All 964 restricted stock units are scheduled to vest on March 15, 2026, aligning her compensation with previously set performance goals.
WEX Inc. received an updated ownership report showing that investment firm PAR Investment Partners, L.P. beneficially owns 2,252,000 shares of WEX common stock. This stake represents 6.6% of the company’s outstanding shares, based on 34,288,525 shares outstanding as of September 30, 2025.
PAR reports sole power to vote and dispose of all 2,252,000 shares, with no shared voting or dispositive power. Related entities PAR Group II, L.P. and PAR Capital Management, Inc. may also be deemed beneficial owners through their roles as general partners and manager of PAR Investment Partners.