WAVEMAN · COMPANY

WEX · Wex Inc.

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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475

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WEX

Name: WEX Inc. (WEX) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

WEX Inc.

SOFTWARE & IT · SERVICES-BUSINESS SERVICES, NEC · CIK 0001309108

FORM 144 · 7☆ WATCH

INSIDER NET · 180D

-$8.1M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

188

13F, latest reported quarter

REVENUE GROWTH

-1.2%

XBRL, annual

NET MARGIN

16.5%

CONVERSIONS · 180D

codes C/M, not in net · $2.9M priced

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$8.1M over 180 days

-$6.8M over 90 days

below 72% of Software & IT

CONGRESS

no member of Congress has reported trading it

FUNDS

188 funds added or opened last quarter

more than 71% of Software & IT

REVENUE

-1.2% year over year

below 72% of Software & IT

MARGIN

16.5% net margin

more than 83% of Software & IT

BUYBACKS

$63.8M repurchased, FY to 2026-06-30

below 54% of Software & IT

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

Insiders are net sellers: -$8.1M across 6 people in 180 days.

188 funds added or opened positions in the latest 13F quarter, of 418 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +14.0%

+14.0%12M

INSIDER BUYINSIDER SELLFORM 144

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders have filed to sell — before selling.

The record shows a net $8.1M sold by insiders over 180 days, 188 funds added last quarter, $7.2M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

TEAM META CRWV CRM NET CRWD DDOG DASH APP IOT PCTY MDB

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, WEX Inc. insiders sold a net $8.1M of stock across 94 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER

FILED

VALUE

Smith Melissa D

CEO and President

SELL

2026-09-01

180.0

$33.6K

Smith Melissa D

CEO and President

SELL

2026-09-01

9,245.0

$1.7M

Smith Melissa D

CEO and President

SELL

2026-09-01

7,575.0

$1.4M

Smith Melissa D

CEO and President

SELL

2026-09-01

11,109.0

$2.1M

Carriedo Carlos

COO, Amer. Payments & Mobility

SELL

2026-08-04

1,075.0

$199.9K

94 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 89 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

Jupiter Topco LLC

3,967,061.0 sh

$559.7M

BlackRock, Inc.

3,167,005.0 sh

$446.8M

PAR CAPITAL MANAGEMENT INC

2,254,984.0 sh

$318.2M

MORGAN STANLEY

1,949,295.0 sh

$275.0M

FMR LLC

1,801,385.0 sh

$254.2M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

Planned sales · Form 144

Filed before the sale — intent, not a trade

Melissa Smith

FILED 2026-09-01

$5.3M

Carlos Carriedo

FILED 2026-08-04

$199.9K

Shikhar Ghosh

FILED 2026-07-31

$377.8K

Robert Deshaies

FILED 2026-07-30

$184.9K

Ann Drew

FILED 2026-07-27

$598.4K

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Amplify Digital Payments ETF

$4.3M POSITION · AS OF 2026-03-31

2.7%

LONE PEAK VALUE FUND

$3.3M POSITION · AS OF 2026-03-31

2.3%

Guardian Mid Cap Traditional Growth VIP Fund

$816.6K POSITION · AS OF 2026-03-31

2.2%

Cambiar SMID Fund

$1.0M POSITION · AS OF 2026-04-30

2.2%

Transamerica Janus Mid-Cap Growth VP

$18.5M POSITION · AS OF 2026-03-31

2.2%

EQ/Janus Enterprise Portfolio

$29.0M POSITION · AS OF 2026-03-31

2.2%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · Ms. Smith

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2023

$11.7M

$20.8M

$3.7M

-7%

-1%

2022

$10.2M

$16.1M

$3.5M

-22%

-15%

2021

$9.6M

-$11.1M

$3.4M

-33%

+1%

2020

$20.1M

$17.2M

$5.6M

-3%

-8%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2025-02	2024-12	2023-12
REVENUE	$1.8B	—	$1.9B	$1.8B
OPERATING INCOME	$663.9M	—	$686.3M	$647.1M
NET INCOME	$304.1M	—	$309.6M	$266.6M
EPS (DILUTED)	8.47	—	7.50	6.16
OPERATING CASH FLOW	$454.3M	—	$481.4M	$907.9M
CASH	$905.8M	—	$595.8M	$975.8M
LONG-TERM DEBT	$3.5B	—	$3.1B	$2.8B
BUYBACKS	$799.8M	$750.0M	$652.0M	$303.4M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE