Key facts
- This page summarizes Melissa D. Smith's Form 4 filing for WEX Inc. (WEX).
- 8 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 03 Sep 2026, 17:57.
Key filing fact
Ownership activity is grounded in SEC Form 4 disclosures.
Shares, units, or other non-derivative securities reported in this filing.
Options Exercise
Options Exercise
Sale
Sale
Sale
Sale
No transaction description listed
No transaction description listed
No transaction description listed
No transaction description listed
No transaction description listed
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
Options Exercise
Options Exercise
Additional SEC filing notes
Rule 10b5-1 trading plan
These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.
Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).
Footnote F1
The reported exercise of options and subsequent sale of shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/2/2026. The reporting person exercised two stock option awards that were scheduled to expire on March 20, 2027 and May 10, 2027, respectively. The options would have been forfeited if not exercised prior to their respective expiration dates.
Footnote F2
Reflects distribution of 14,809 shares of common stock in accordance with the terms of the trust on August 28, 2026, from the Melissa D. Smith 2024 Trust, which are now directly held by the reporting person.
Footnote F3
The price listed is a weighted average price. These shares were sold for between $186.30 and $186.65, inclusive.
Footnote F4
Upon request, the reporting person will provide the Securities and Exchange Commission, WEX Inc. or any security holder of WEX Inc. with full information regarding the number of shares sold at each separate purchase price.
Footnote F5
The price listed is a weighted average price. These shares were sold for between $188.26 and $189.25, inclusive.
Footnote F6
The price listed is a weighted average price. These shares were sold for between $189.50 and $190.19, inclusive.
Footnote F7
The price listed is a weighted average price. These shares were sold for between $191.11 and $191.17, inclusive.
Footnote F8
This trust was first described in a Form 4 filed by the reporting person on 06/28/2022.
Footnote F9
This trust was first described in a Form 4 filed by the reporting person on 02/25/2026.
Footnote F10
This stock option vested with respect to one-third of these shares each on 03/20/2018, 03/20/2019, and 03/20/2020.
Footnote F11
Half of the performance based non-statutory stock options ("Performance-Based NSOs") reported on the reporting person's Form 4 dated May 12, 2017 (the "Original Form 4"), vested on June 26, 2020 when the Company's closing stock price was at least $149.54 for twenty consecutive trading days. Another quarter of the Performance-Based NSOs vested on December 29, 2020 when the Company's closing stock price was at least $174.45 for twenty consecutive trading days. The last remaining quarter of the Performance-Based NSOs vested on March 8, 2021 when the Company's closing stock price was at least $199.38 for twenty consecutive trading days. Please reference the Original Form 4 for further information regarding the vesting of the Performance-Based NSOs.