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.
The WEX Inc. (NYSE: WEX) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures, including current reports on Form 8-K and other documents filed with the U.S. Securities and Exchange Commission. These filings offer detail on WEX’s financial results, segment performance, governance changes, and material events affecting the business.
WEX uses Form 8-K to report items such as quarterly financial results, with earnings releases and supplements furnished as exhibits. In these filings, the company presents information for its Mobility, Benefits, and Corporate Payments segments, including revenue, operating income margins, and selected operational metrics. Management also discusses non-GAAP measures, provides reconciliations in referenced exhibits, and outlines factors that influence performance, such as fuel prices and foreign currency rates.
Other 8-K filings address corporate governance matters. For example, WEX has reported the appointment of new directors, the planned retirement of existing directors, changes to the size of the Board of Directors, and the designation of a Vice Chair and Lead Independent Director. These filings describe board determinations regarding director independence and reference standard forms of director and officer indemnification agreements.
Filings also identify WEX’s principal executive offices in Portland, Maine, and provide details on how certain information is treated as “furnished” rather than “filed” under the securities laws. Investors interested in topics such as board composition, leadership transitions, and the company’s approach to financial reporting can review these documents for primary source information.
On Stock Titan, WEX filings are supplemented with AI-powered summaries that highlight key points from lengthy documents, helping readers quickly understand the main themes in earnings releases, governance updates, and other material disclosures, while still allowing access to the full original filings for detailed analysis.
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.
WEX Inc — Schedule 13G/A amendment: The Vanguard Group filed Amendment No. 15 reporting 0 shares beneficially owned of WEX Inc common stock, representing 0% of the class. The filing states an internal realignment on 01/12/2026 caused certain subsidiaries to report separately; the reporting person signed the amendment on 03/27/2026.
WEX Inc. filed a preliminary proxy statement dated March 24, 2026 for its virtual 2026 Annual Meeting, asking stockholders to elect nine directors, approve an advisory vote on executive compensation, and ratify Deloitte & Touche as auditor. The Board recommends voting "FOR" only the nine Company nominees and urges use of the enclosed universal BLUE proxy card.
The filing discloses a contested solicitation by Impactive Capital (which has nominated four directors) and summarizes multi-year engagement, Board refreshment actions, and prior capital return programs including share repurchase authorizations and an ASR that repurchased $300 million (1,517,580 shares). The filing notes potential bank regulatory filings that may affect Impactive's solicitation.