Key facts
- This page summarizes Melissa D. Smith's Form 4 filing for WEX Inc. (WEX).
- 4 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 18 Mar 2026, 18:51.
Melissa D. Smith - 16 Mar 2026 Form 4 Insider Report for WEX Inc. (WEX)
- Reporting relationship
- Chair, CEO, and President, Director
- Issuer ticker
- WEX
- Reported as of
- 16 Mar 2026
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 18 Mar 2026, 18:51:55 UTC
- Prior SEC filing
- 17 Mar 2026
- Next SEC filing
- 11 May 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Matthew Finkelstein, as attorney in-fact for Melissa D. Smith
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Melissa D. Smith filed Form 4 for WEX Inc. (WEX) on 18 Mar 2026.
Change
- Previous filing in this sequence was filed on 17 Mar 2026.
- Current net transaction value: $0.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reporting Owners (1)
CIK 0001317498
Primary reporting owner
Smith Melissa D
- Relationship
- Chair, 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
- 18 Mar 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
- +7,515
- Change %
- +7%
- Price
- $0.000000*
- Shares after
- 115,149
- Date
- 17 Mar 2026
- Ownership
- Direct
WEX
transaction
Common Stock
Tax liability
- Transaction value
- Shares
- -3,333
- Change %
- -2.9%
- Price
- $156.79*
- Shares after
- 111,816
- Date
- 17 Mar 2026
- Ownership
- Direct
- Footnotes
- F1
WEX
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 18,277
- Date
- 16 Mar 2026
- Ownership
- By husband
WEX
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,693
- Date
- 16 Mar 2026
- Ownership
- FBC Irrevocable Trust
- Footnotes
- F2
WEX
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,692
- Date
- 16 Mar 2026
- Ownership
- BDC Irrevocable Trust
- Footnotes
- F2
WEX
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,693
- Date
- 16 Mar 2026
- Ownership
- GMC Irrevocable Trust
- Footnotes
- F2
WEX
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 14,809
- Date
- 16 Mar 2026
- Ownership
- Melissa D. Smith 2024 Trust
- Footnotes
- F3
WEX
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 42,274
- Date
- 16 Mar 2026
- Ownership
- Melissa D. Smith 2025 Trust
- Footnotes
- F4
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
WEX
transaction
Derivative
Market Share Units
Options Exercise
- Transaction value
- Shares
- -7,515
- Change %
- -35%
- Price
- $0.000000*
- Shares after
- 13,882
- Date
- 17 Mar 2026
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 7,515
- Exercise price
- Footnotes
- F5, F6, F7
WEX
transaction
Derivative
Market Share Units
Award
- Transaction value
- Shares
- +21,570
- Change %
- Price
- $0.000000*
- Shares after
- 21,570
- Date
- 16 Mar 2026
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 21,570
- Exercise price
- Footnotes
- F5, F7, F8
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 8 footnotes
Footnote F1
Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the vesting of Market Share Units ("MSUs") on March 17, 2026.
Footnote F2
This trust was first described in a Form 4 filed by the reporting person on 06/28/2022.
Footnote F3
This trust was first described in a Form 4 filed by the reporting person on 03/18/2025.
Footnote F4
This trust was first described in a Form 4 filed by the reporting person on 02/23/2026.
Footnote F5
Each MSU, a form of performance-based restricted share unit, converts into the number of shares of common stock determined by applying a payout factor to the target number of MSUs vesting on a given date. The payout factor is a ratio of the volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the vesting date divided by the volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the grant date. The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%.
Footnote F6
Represents the number of MSUs that vested in the first tranche of the MSU award granted on March 17, 2025, based on a 105.38% payout factor, and were converted into an equal number of shares of common stock.
Footnote F7
One-third of the MSU award vests on each of the first, second and third anniversaries of the date of grant and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited.
Footnote F8
Represents the target number of shares underlying the MSU award granted on March 16, 2026.