Quick Takeaways
- WEX - WEX Inc. has 28 insiders with reported activity on this page.
- Net insider value flow over the last year: -$2,162,839.
- Recent transaction rows are available for direct filing-level review.
- Info
- Insider Trading
- Financials
- Holders
Insider Transactions Reported by 28 Insiders of WEX Inc.
- Symbol
- WEX on NYSE
- Location
- Portland, ME
What Changed
- Buy value: $644,970; sell value: $2,807,809.
- Net share flow: -13,464.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Source Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsNet insider flow leans to selling over the last 12 months. Net value: -$2,162,839.
Buys
$644,970
Shares: 4,721
Insiders: 2
Sells
$2,807,810
Shares: 18,185
Insiders: 6
Net
-$2,162,839
Shares: -13,464
Insiders: -4
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 11,979 | $0 | $1,842,422 | -$1,842,422 |
| 3-6 | 1,000 | 2,000 | $144,250 | $300,119 | -$155,869 |
| 6-9 | 0 | 2,806 | $0 | $481,757 | -$481,757 |
| 9-12 | 3,721 | 1,400 | $500,720 | $183,512 | +$317,208 |
WEX Inc. executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Melissa D. Smith | Chair, CEO, and President, Director | $35,147,781 | +$500,720 | +1.4% | Mixed | 16 Mar 2026 |
| Shikhar Ghosh | Director | $6,616,177 | Mixed | 15 May 2025 | ||
| Joel A. Dearborn | COO, International | $6,096,387 | -$532,489 | -8% | Mixed | 01 Apr 2026 |
| Jagtar Narula | Chief Financial Officer | $5,693,783 | Mixed | 16 Mar 2026 | ||
| Robert Joseph Deshaies | COO, Benefits | $4,555,436 | -$883,056 | -16% | Mixed | 16 Mar 2026 |
| Karen B. Stroup | Chief Digital Officer | $4,522,098 | Mixed | 16 Mar 2026 | ||
| Sachin Dhawan | Chief Technology Officer | $3,756,769 | Mixed | 16 Mar 2026 | ||
| Hilary A. Rapkin | Chief Legal Officer | $3,424,811 | Mixed | 07 May 2024 | ||
| Regina O Sommer | Director | $3,136,910 | Mixed | 11 May 2023 | ||
| Carlos Carriedo | COO, Amer. Payments & Mobility | $2,901,384 | -$402,071 | -12% | Mixed | 16 Mar 2026 |
| Ann Elena Drew | Chief Risk and Compliance | $2,384,866 | -$331,533 | -12% | Mixed | 16 Mar 2026 |
| James R. Groch | Director | $2,218,312 | Mixed | 31 Mar 2026 | ||
| Melanie J. Tinto | Chief People Officer | $2,172,160 | Mixed | 20 Feb 2025 | ||
| David G. Cooper | Chief Technology Officer | $1,948,525 | Mixed | 26 Jun 2023 | ||
| Don Callahan | Director | $1,565,779 | Mixed | 31 Mar 2026 | ||
| Jack A. VanWoerkom | Director | $1,387,179 | Mixed | 15 May 2025 | ||
| Jennifer Kimball | Chief Accounting Officer | $1,191,177 | -$386,502 | -24% | Mixed | 19 Mar 2026 |
| Stephen M. Smith | Director | $1,149,816 | +$144,250 | +14% | Filing P/S | 13 Nov 2025 |
| James Neary | Director | $1,088,748 | Mixed | 15 May 2025 | ||
| Sara Trickett | Chief Legal Officer | $1,073,754 | -$272,159 | -20% | Mixed | 16 Mar 2026 |
| John E. Bachman | Director | $878,630 | Mixed | 14 May 2021 | ||
| Susan Sobbott | Director | $840,077 | Mixed | 15 May 2025 | ||
| Derrick A. Roman | Director | $647,554 | Mixed | 15 May 2025 | ||
| Nancy A. Altobello | Director | $583,690 | Mixed | 15 May 2025 | ||
| Aimee Cardwell | Director | $442,008 | Mixed | 15 May 2025 | ||
| Bhavana Bartholf | Director | $256,250 | Mixed | 04 Jun 2022 | ||
| David B. Foss | Director | $236,295 | Mixed | 03 Nov 2025 | ||
| Sandra D. Kuohn | Chief People Officer | Mixed | 16 Mar 2026 |
Top shareholders of WEX Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC |
13F
13D/G
|
Company |
11%
from 13D/G
|
3,872,042
|
$576,853,366 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
9.2%
|
3,222,345
|
$480,064,958 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
8.8%
|
3,058,759
|
$455,693,841 | — | 31 Dec 2025 | |
| PAR INVESTMENT PARTNERS LP |
13D/G
|
PAR Investment Partners, L.P. |
6.6%
|
2,252,000
|
$362,189,160 | +$64,573,245 | 31 Dec 2025 | |
| PAR CAPITAL MANAGEMENT INC |
13F
|
Company |
6.5%
|
2,252,000
|
$335,502,960 | — | 31 Dec 2025 | |
| Impactive Capital LP |
13F
13D/G
|
Company |
4.9%
from 13D/G
|
2,195,253
|
$327,048,792 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13D/G
13F
|
Company |
7.1%
|
2,419,753
|
$314,713,075 | $0 | 31 Mar 2025 | |
| Boston Partners |
13F
|
Company |
4.2%
|
1,447,442
|
$215,954,707 | — | 31 Dec 2025 | |
| FMR LLC |
13F
|
Company |
3.3%
|
1,146,526
|
$170,809,422 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
3%
|
1,061,776
|
$158,183,388 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13D/G
13F
|
Company |
2.7%
|
1,066,994
|
$138,773,240 | -$123,225,347 | 31 Mar 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
2.6%
|
889,802
|
$132,562,701 | — | 31 Dec 2025 | |
| EARNEST PARTNERS LLC |
13F
|
Company |
2.6%
|
889,664
|
$132,542,143 | — | 31 Dec 2025 | |
| River Road Asset Management, LLC |
13F
|
Company |
2.2%
|
776,008
|
$115,609,672 | — | 31 Dec 2025 | |
| LYRICAL ASSET MANAGEMENT LP |
13F
|
Company |
2.2%
|
773,908
|
$115,296,814 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
2.1%
|
725,157
|
$108,033,865 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13D/G
13F
|
Company |
2.1%
|
829,014
|
$107,821,561 | $0 | 31 Dec 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2%
|
687,655
|
$102,453,884 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.8%
|
638,957
|
$95,209,465 | — | 31 Dec 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
1.6%
|
549,775
|
$81,905,501 | — | 31 Dec 2025 | |
| HAWK RIDGE CAPITAL MANAGEMENT LP |
13F
|
Company |
1.3%
|
454,271
|
$67,677,294 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.3%
|
445,585
|
$66,383,253 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
1.2%
|
429,828
|
$64,035,775 | — | 31 Dec 2025 | |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
13F
|
Company |
1.2%
|
408,015
|
$63,935,909 | — | 31 Dec 2025 | |
| Turtle Creek Asset Management Inc. |
13F
|
Company |
1.2%
|
422,412
|
$62,930,940 | — | 31 Dec 2025 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.1%
|
381,331
|
$56,810,692 | — | 31 Dec 2025 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
1%
|
349,451
|
$52,061,210 | — | 31 Dec 2025 | |
| SNYDER CAPITAL MANAGEMENT L P |
13F
|
Company |
1%
|
348,166
|
$51,869,771 | — | 31 Dec 2025 | |
| NORGES BANK |
13F
|
Company |
0.97%
|
336,973
|
$50,202,238 | — | 31 Dec 2025 | |
| ARIEL INVESTMENTS, LLC |
13F
|
Company |
0.97%
|
336,797
|
$50,176,016 | — | 31 Dec 2025 | |
| Sunriver Management LLC |
13F
|
Company |
0.94%
|
329,177
|
$49,040,789 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.92%
|
319,456
|
$47,592,555 | — | 31 Dec 2025 | |
| NEW SOUTH CAPITAL MANAGEMENT INC |
13F
|
Company |
0.77%
|
268,023
|
$39,930,067 | — | 31 Dec 2025 | |
| Gotham Asset Management, LLC |
13F
|
Company |
0.77%
|
267,438
|
$39,842,913 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.69%
|
239,301
|
$35,651,063 | — | 31 Dec 2025 | |
| Melissa D. Smith |
3/4/5
|
Chair, CEO, and President, Director |
—
mixed-class rows
|
213,824
mixed-class rows
|
$35,147,781 | +$500,720 | 16 Mar 2026 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.66%
|
231,594
|
$34,502,811 | — | 31 Dec 2025 | |
| LAKEWOOD CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.65%
|
227,968
|
$33,962,673 | — | 31 Dec 2025 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.62%
|
214,818
|
$32,003,586 | — | 31 Dec 2025 | |
| PRIMECAP MANAGEMENT CO/CA/ |
13F
|
Company |
0.62%
|
214,560
|
$31,965,149 | — | 31 Dec 2025 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.52%
|
179,578
|
$26,753,524 | — | 31 Dec 2025 | |
| RICE HALL JAMES & ASSOCIATES, LLC |
13F
|
Company |
0.5%
|
174,138
|
$25,943,079 | — | 31 Dec 2025 | |
| Solel Partners LP |
13F
|
Company |
0.48%
|
167,000
|
$24,879,660 | — | 31 Dec 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.36%
|
124,184
|
$18,500,932 | — | 31 Dec 2025 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.35%
|
122,827
|
$18,298,766 | — | 31 Dec 2025 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.35%
|
121,272
|
$18,067,103 | — | 31 Dec 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.3%
|
104,215
|
$15,525,871 | — | 31 Dec 2025 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
0.3%
|
103,231
|
$15,379,000 | — | 31 Dec 2025 | |
| Quantinno Capital Management LP |
13F
|
Company |
0.29%
|
100,495
|
$14,971,745 | — | 31 Dec 2025 | |
| Capital World Investors |
13F
|
Company |
0.27%
|
95,813
|
$14,274,221 | — | 31 Dec 2025 |
Recent Insider Transactions by Companies or Individuals for WEX Inc.
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Joel A. Dearborn | WEX | Common Stock | Sale | -11.7% | $532,489 | $152.14 | -3,500 | 26,372 | 01 Apr 2026 | Direct |
| Don Callahan | WEX | Common Stock | Award | 1.65% | 171 | 10,510 | 31 Mar 2026 | Direct | ||
| James R. Groch | WEX | Common Stock | Award | 1.16% | 171 | 14,890 | 31 Mar 2026 | Direct | ||
| Jennifer Kimball | WEX | Common Stock | Sale | -1.68% | $15,357 | $147.66 | -104 | 6,099 | 19 Mar 2026 | Direct |
| Ann Elena Drew | WEX | Common Stock | Tax liability | -4% | -462 | 11,092 | 17 Mar 2026 | Direct | ||
| Ann Elena Drew | WEX | Common Stock | Options Exercise | 9.81% | 1,039 | 11,625 | 17 Mar 2026 | Direct | ||
| Ann Elena Drew | WEX | Market Share Units | Options Exercise | -35.1% | -533 | 986 | 17 Mar 2026 | Direct | ||
| Ann Elena Drew | WEX | Restricted Stock Units | Options Exercise | -33.3% | -506 | 1,013 | 17 Mar 2026 | Direct | ||
| Sara Trickett | WEX | Common Stock | Tax liability | -10.8% | -386 | 3,178 | 17 Mar 2026 | Direct | ||
| Sara Trickett | WEX | Common Stock | Options Exercise | 38.9% | 1,039 | 3,711 | 17 Mar 2026 | Direct | ||
| Sara Trickett | WEX | Market Share Units | Options Exercise | -35.1% | -533 | 986 | 17 Mar 2026 | Direct | ||
| Sara Trickett | WEX | Restricted Stock Units | Options Exercise | -33.3% | -506 | 1,013 | 17 Mar 2026 | Direct | ||
| Carlos Carriedo | WEX | Common Stock | Tax liability | -6.18% | -786 | 11,934 | 17 Mar 2026 | Direct | ||
| Carlos Carriedo | WEX | Common Stock | Options Exercise | 16.2% | 1,771 | 12,720 | 17 Mar 2026 | Direct | ||
| Carlos Carriedo | WEX | Restricted Stock Units | Options Exercise | -33.3% | -1,771 | 3,544 | 17 Mar 2026 | Direct | ||
| Robert Joseph Deshaies | WEX | Common Stock | Tax liability | -2.89% | -688 | 23,130 | 17 Mar 2026 | Direct | ||
| Robert Joseph Deshaies | WEX | Common Stock | Options Exercise | 6.17% | 1,386 | 23,841 | 17 Mar 2026 | Direct | ||
| Robert Joseph Deshaies | WEX | Market Share Units | Options Exercise | -35.1% | -711 | 1,314 | 17 Mar 2026 | Direct | ||
| Robert Joseph Deshaies | WEX | Restricted Stock Units | Options Exercise | -33.3% | -675 | 1,350 | 17 Mar 2026 | Direct | ||
| Jennifer Kimball | WEX | Common Stock | Sale | -10.3% | $112,841 | $157.82 | -715 | 6,203 | 17 Mar 2026 | Direct |
| Jennifer Kimball | WEX | Common Stock | Tax liability | -2.59% | -178 | 6,699 | 17 Mar 2026 | Direct | ||
| Jennifer Kimball | WEX | Common Stock | Options Exercise | 9.45% | 605 | 7,009 | 17 Mar 2026 | Direct | ||
| Jennifer Kimball | WEX | Market Share Units | Options Exercise | -35% | -310 | 576 | 17 Mar 2026 | Direct | ||
| Jennifer Kimball | WEX | Restricted Stock Units | Options Exercise | -33.3% | -295 | 591 | 17 Mar 2026 | Direct | ||
| Jagtar Narula | WEX | Common Stock | Tax liability | -4.23% | -1,154 | 26,110 | 17 Mar 2026 | Direct | ||
| Jagtar Narula | WEX | Common Stock | Options Exercise | 10.5% | 2,598 | 27,443 | 17 Mar 2026 | Direct | ||
| Jagtar Narula | WEX | Market Share Units | Options Exercise | -35.1% | -1,333 | 2,464 | 17 Mar 2026 | Direct | ||
| Jagtar Narula | WEX | Restricted Stock Units | Options Exercise | -33.3% | -1,265 | 2,532 | 17 Mar 2026 | Direct | ||
| Karen B. Stroup | WEX | Common Stock | Tax liability | -3.04% | -682 | 21,747 | 17 Mar 2026 | Direct | ||
| Karen B. Stroup | WEX | Common Stock | Options Exercise | 8.28% | 1,731 | 22,635 | 17 Mar 2026 | Direct | ||
| Karen B. Stroup | WEX | Market Share Units | Options Exercise | -35.1% | -888 | 1,643 | 17 Mar 2026 | Direct | ||
| Karen B. Stroup | WEX | Restricted Stock Units | Options Exercise | -33.3% | -843 | 1,688 | 17 Mar 2026 | Direct | ||
| Joel A. Dearborn | WEX | Common Stock | Tax liability | -2.55% | -768 | 29,378 | 17 Mar 2026 | Direct | ||
| Joel A. Dearborn | WEX | Common Stock | Options Exercise | 6.07% | 1,731 | 30,266 | 17 Mar 2026 | Direct | ||
| Joel A. Dearborn | WEX | Market Share Units | Options Exercise | -35.1% | -888 | 1,643 | 17 Mar 2026 | Direct | ||
| Joel A. Dearborn | WEX | Restricted Stock Units | Options Exercise | -33.3% | -843 | 1,688 | 17 Mar 2026 | Direct | ||
| Melissa D. Smith | WEX | Common Stock | Tax liability | -2.89% | -3,333 | 111,816 | 17 Mar 2026 | Direct | ||
| Melissa D. Smith | WEX | Common Stock | Options Exercise | 6.98% | 7,515 | 115,149 | 17 Mar 2026 | Direct | ||
| Melissa D. Smith | WEX | Market Share Units | Options Exercise | -35.1% | -7,515 | 13,882 | 17 Mar 2026 | Direct | ||
| Sachin Dhawan | WEX | Common Stock | Tax liability | -8.17% | -1,289 | 14,487 | 17 Mar 2026 | Direct | ||
| Sachin Dhawan | WEX | Common Stock | Options Exercise | 19.6% | 2,598 | 15,820 | 17 Mar 2026 | Direct | ||
| Sachin Dhawan | WEX | Market Share Units | Options Exercise | -35.1% | -1,333 | 2,464 | 17 Mar 2026 | Direct | ||
| Sachin Dhawan | WEX | Restricted Stock Units | Options Exercise | -33.3% | -1,265 | 2,532 | 17 Mar 2026 | Direct | ||
| Ann Elena Drew | WEX | Market Share Units | Award | 2,297 | 2,297 | 16 Mar 2026 | Direct | |||
| Ann Elena Drew | WEX | Restricted Stock Units | Award | 3,062 | 3,062 | 16 Mar 2026 | Direct | |||
| Sara Trickett | WEX | Market Share Units | Award | 3,301 | 3,301 | 16 Mar 2026 | Direct | |||
| Sara Trickett | WEX | Restricted Stock Units | Award | 4,401 | 4,401 | 16 Mar 2026 | Direct | |||
| Carlos Carriedo | WEX | Market Share Units | Award | 4,975 | 4,975 | 16 Mar 2026 | Direct | |||
| Carlos Carriedo | WEX | Restricted Stock Units | Award | 6,634 | 6,634 | 16 Mar 2026 | Direct | |||
| Robert Joseph Deshaies | WEX | Market Share Units | Award | 4,019 | 4,019 | 16 Mar 2026 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.