Melissa D. Smith - 01 Sep 2026 Form 4 Insider Report for WEX Inc. (WEX)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
03 Sep 2026, 17:57:22 UTC
Prior SEC filing
11 May 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Matthew Finkelstein, as attorney in-fact for Melissa D. Smith

Key filing fact

Melissa D. Smith filed Form 4 for WEX Inc. (WEX) on 03 Sep 2026.

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.

Change

  • Previous filing in this sequence was filed on 11 May 2026.
  • Current net transaction value: -$5,343,287.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001317498 Primary reporting owner

Smith Melissa D

Relationship
CEO and President, Director
Address
C/O WEX INC., 1 HANCOCK STREET, PORTLAND
Signature
/s/ Matthew Finkelstein, as attorney in-fact for Melissa D. Smith
Signature date
03 Sep 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

WEX transaction

Common Stock

Options Exercise

Transaction value
Shares
+23,187
Change %
+18%
Price
$104.95*
Shares after
149,812
Date
01 Sep 2026
Ownership
Direct
Footnotes
F1, F2
WEX transaction

Common Stock

Options Exercise

Transaction value
Shares
+4,922
Change %
+3.3%
Price
$99.69*
Shares after
154,734
Date
01 Sep 2026
Ownership
Direct
Footnotes
F1
WEX transaction

Common Stock

Sale

Transaction value
$33,566
Shares
-180
Change %
-0.12%
Price
$186.48
Shares after
154,554
Date
01 Sep 2026
Ownership
Direct
Footnotes
F1, F3, F4
WEX transaction

Common Stock

Sale

Transaction value
$1,748,414
Shares
-9,245
Change %
-6%
Price
$189.12
Shares after
145,309
Date
01 Sep 2026
Ownership
Direct
Footnotes
F1, F4, F5
WEX transaction

Common Stock

Sale

Transaction value
$1,438,265
Shares
-7,575
Change %
-5.2%
Price
$189.87
Shares after
137,734
Date
01 Sep 2026
Ownership
Direct
Footnotes
F1, F4, F6
WEX transaction

Common Stock

Sale

Transaction value
$2,123,041
Shares
-11,109
Change %
-8.1%
Price
$191.11
Shares after
126,625
Date
01 Sep 2026
Ownership
Direct
Footnotes
F1, F4, F7
WEX holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
18,277
Date
01 Sep 2026
Ownership
By husband
WEX holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,693
Date
01 Sep 2026
Ownership
FBC Irrevocable Trust
Footnotes
F8
WEX holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,692
Date
01 Sep 2026
Ownership
BDC Irrevocable Trust
Footnotes
F8
WEX holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,693
Date
01 Sep 2026
Ownership
GMC Irrevocable Trust
Footnotes
F8
WEX holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
42,274
Date
01 Sep 2026
Ownership
Melissa D. Smith 2025 Trust
Footnotes
F9

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

WEX transaction Derivative

Stock Option (right to buy)

Options Exercise

Transaction value
Shares
-23,187
Change %
-100%
Price
$0.000000*
Shares after
0
Date
01 Sep 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
23,187
Exercise price
$104.95
Footnotes
F1, F10
WEX transaction Derivative

Stock Option (right to buy)

Options Exercise

Transaction value
Shares
-4,922
Change %
-100%
Price
$0.000000*
Shares after
0
Date
01 Sep 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
4,922
Exercise price
$99.69
Footnotes
F1, F11
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

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).

Explanation of responses 11 footnotes

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.

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