SEC Form 4 · Updated Daily
WEX
— WEX INC. OwnershipInsider and institutional ownership derived from SEC Form 4 filings. Click any owner to see their holdings across every company they’ve filed on, and how their position has changed over time.
Current Reporting Owners
| Owner | Role | Shares Owned | As Of | Last Activity |
|---|---|---|---|---|
| Wolfe Lauren Taylor | 10%+ Owner · Director | 1,707,332 | 2026-06-30 | A |
| Impactive Capital LLC | 10%+ Owner · Director | 1,707,332 | 2026-06-30 | A |
| Impactive Capital LP | 10%+ Owner · Director | 1,707,332 | 2026-06-30 | A |
| Asmar Christian | 10%+ Owner · Director | 1,707,332 | 2026-06-30 | A |
| Smith Melissa D | Director | 126,625 | 2026-09-01 | S |
| Narula Jagtar | Officer | 26,851 | 2026-03-17 | F |
| Dearborn Joel Alan JR | Officer | 22,872 | 2026-04-16 | S |
| Stroup Karen B. | Officer | 22,285 | 2026-03-17 | F |
| Deshaies Robert Joseph | Officer | 19,288 | 2026-07-30 | S |
| GROCH JAMES R | Director | 18,143 | 2026-06-30 | A |
| DHAWAN SACHIN | Officer | 15,159 | 2026-03-17 | F |
| Callahan Don | Director | 12,263 | 2026-06-30 | A |
| Carriedo Carlos | Officer | 11,076 | 2026-08-04 | S |
| Smith Stephen Montgomery | Director | 9,538 | 2026-05-15 | M |
| Drew Ann Elena | Officer | 7,988 | 2026-07-27 | S |
| Sobbott Susan | Director | 7,881 | 2026-05-15 | M |
| Roman Derrick A. | Director | 6,434 | 2026-05-15 | M |
| Kimball Jennifer | Officer | 4,916 | 2026-07-27 | S |
| Trickett Sara | Officer | 3,595 | 2026-06-17 | F |
| Cardwell Aimee | Director | 3,007 | 2026-05-15 | M |
| Adams Kurt Patrick | Director | 379 | 2026-06-30 | A |
Recent Filings
| Date | Owner | Activity | Shares | Price | Owned After |
|---|---|---|---|---|---|
| 2026-09-01 | Smith Melissa D | Option exercise (derivative) | 23,187 | $0.00 | 0 |
| 2026-09-01 | Smith Melissa D | Open-market sale | 11,109 | $191.11 | 126,625 |
| 2026-09-01 | Smith Melissa D | Open-market sale | 7,575 | $189.87 | 137,734 |
| 2026-09-01 | Smith Melissa D | Open-market sale | 9,245 | $189.12 | 145,309 |
| 2026-09-01 | Smith Melissa D | Open-market sale | 180 | $186.48 | 154,554 |
| 2026-09-01 | Smith Melissa D | Option exercise | 4,922 | $99.69 | 154,734 |
| 2026-09-01 | Smith Melissa D | Option exercise | 23,187 | $104.95 | 149,812 |
| 2026-08-04 | Carriedo Carlos | Open-market sale | 1,075 | $186.00 | 11,076 |
| 2026-07-30 | Deshaies Robert Joseph | Open-market sale | 1,000 | $184.95 | 19,288 |
| 2026-07-27 | Kimball Jennifer | Open-market sale | 1,183 | $176.55 | 4,916 |
| 2026-07-27 | Drew Ann Elena | Open-market sale | 3,400 | $176.02 | 7,988 |
| 2026-07-06 | Deshaies Robert Joseph | Open-market sale | 8 | $149.77 | 20,288 |
| 2026-07-06 | Deshaies Robert Joseph | Open-market sale | 1,317 | $149.26 | 20,296 |
| 2026-07-06 | Deshaies Robert Joseph | Open-market sale | 265 | $147.92 | 21,613 |
| 2026-07-06 | Deshaies Robert Joseph | Open-market sale | 135 | $146.90 | 21,878 |
| 2026-07-06 | Deshaies Robert Joseph | Open-market sale | 227 | $145.84 | 22,013 |
| 2026-07-06 | Deshaies Robert Joseph | Open-market sale | 48 | $143.46 | 22,240 |
| 2026-06-30 | Adams Kurt Patrick | Grant / award | 79 | — | 379 |
| 2026-06-30 | Callahan Don | Grant / award | 186 | — | 12,263 |
| 2026-06-30 | GROCH JAMES R | Grant / award | 186 | — | 18,143 |
| 2026-06-30 | Asmar Christian | Grant / award | 79 | — | 1,707,332 |
| 2026-06-30 | Impactive Capital LLC | Grant / award | 79 | — | 1,707,332 |
| 2026-06-30 | Impactive Capital LP | Grant / award | 79 | — | 1,707,332 |
| 2026-06-30 | Wolfe Lauren Taylor | Grant / award | 79 | — | 1,707,332 |
| 2026-06-17 | Carriedo Carlos | Option exercise (derivative) | 391 | $0.00 | 391 |
| 2026-06-17 | Carriedo Carlos | Tax withholding | 174 | $131.27 | 12,151 |
| 2026-06-17 | Carriedo Carlos | Option exercise | 391 | $0.00 | 12,325 |
| 2026-06-17 | Trickett Sara | Option exercise (derivative) | 75 | $0.00 | 98 |
| 2026-06-17 | Trickett Sara | Option exercise (derivative) | 98 | $0.00 | 98 |
| 2026-06-17 | Trickett Sara | Tax withholding | 23 | $131.27 | 3,595 |
| 2026-06-17 | Trickett Sara | Option exercise | 75 | $0.00 | 3,618 |
| 2026-06-17 | Trickett Sara | Tax withholding | 29 | $131.27 | 3,543 |
| 2026-06-17 | Trickett Sara | Option exercise | 98 | $0.00 | 3,572 |
| 2026-05-28 | Deshaies Robert Joseph | Open-market sale | 1,200 | $144.84 | 22,288 |
| 2026-05-18 | GROCH JAMES R | Open-market buy | 1,500 | $142.95 | 17,957 |
| 2026-05-15 | GROCH JAMES R | Option exercise (derivative) | 1,567 | $0.00 | 0 |
| 2026-05-15 | GROCH JAMES R | Option exercise | 1,567 | $0.00 | 16,457 |
| 2026-05-15 | Callahan Don | Option exercise (derivative) | 1,567 | $0.00 | 0 |
| 2026-05-15 | Callahan Don | Option exercise | 1,567 | $0.00 | 12,077 |
| 2026-05-15 | Smith Stephen Montgomery | Option exercise (derivative) | 1,567 | $0.00 | 0 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.