WEX WEX (WEX) Insider Trading, Ownership & Congress Trades
Services · Services-business services, nec · CIK 0001309108
Form 144 · 6
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
188
13F, latest reported quarter
Conversions, 180 days
12
Codes C/M, not in net · $3.0M priced
What the filings say about WEX
Insiders, 180 days
-$7.8M net sold
1 buyer · 6 sellers · 52% of sales under a 10b5-1 plan
Congress, 1 year
No trades
Last one: sale, 2025-06-04
Planned sales (Form 144), 90 days
$7.1M
6 notices
WEX insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, WEX Inc. insiders sold a net $7.8M of stock across 101 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 26 earlier Form 4 trades (code P or S) here by this insider (26 sales), the last on Jul 30, 2026.
- The trade is 0.5% of the 19,190 shares held after it.
- 1 other insider sold within 30 days.
- 188 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: COO, Benefits Deshaies Robert Joseph sold about $16.6K of WEX under a 10b5-1 plan on Oct 5, 2026; 1 other insider sold within 30 days and 188 funds added in the latest 13F quarter.Context
- 26 earlier Form 4 trades (code P or S) here by this insider (26 sales), the last on Jul 30, 2026.
- The trade is 0.3% of the 19,142 shares held after it.
- 1 other insider sold within 30 days.
- 188 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: COO, Benefits Deshaies Robert Joseph sold about $8.2K of WEX under a 10b5-1 plan on Oct 5, 2026; 1 other insider sold within 30 days and 188 funds added in the latest 13F quarter.Context
- 26 earlier Form 4 trades (code P or S) here by this insider (26 sales), the last on Jul 30, 2026.
- The trade is 3.2% of the 18,540 shares held after it.
- 1 other insider sold within 30 days.
- 188 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: COO, Benefits Deshaies Robert Joseph sold about $103.9K of WEX under a 10b5-1 plan on Oct 5, 2026; 1 other insider sold within 30 days and 188 funds added in the latest 13F quarter.Context
- 26 earlier Form 4 trades (code P or S) here by this insider (26 sales), the last on Jul 30, 2026.
- The trade is 3.1% of the 17,991 shares held after it.
- 1 other insider sold within 30 days.
- 188 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: COO, Benefits Deshaies Robert Joseph sold about $95.3K of WEX under a 10b5-1 plan on Oct 5, 2026; 1 other insider sold within 30 days and 188 funds added in the latest 13F quarter.Context
- 26 earlier Form 4 trades (code P or S) here by this insider (26 sales), the last on Jul 30, 2026.
- The trade is 3.5% of the 17,376 shares held after it.
- 1 other insider sold within 30 days.
- 188 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: COO, Benefits Deshaies Robert Joseph sold about $107.6K of WEX under a 10b5-1 plan on Oct 5, 2026; 1 other insider sold within 30 days and 188 funds added in the latest 13F quarter.101 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$7.8M over 180 days
-$6.7M over 90 days
below 80% of Services
Congress
no House purchase disclosed in the last 12 months
Funds
188 funds bought in last quarter
more than 71% of Services
Revenue
-1.2% year over year
below 68% of Services
Margin
16.5% net margin
more than 84% of Services
Buybacks
$63.8M repurchased, FY to 2026-06-30
more than 53% of Services
Short interest
9.3% of the float short (float per yahoo 2026-10-26) · 4.5 days to cover · settled 2026-09-30
more than 80% of Services
What changed in the last 30 days
Oct 7COO, Benefits Deshaies Robert Joseph sold $347.1K under a 10b5-1 plan (Oct 5)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 5Officer Robert Deshaies filed to sell $347.0K by Oct 5 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Watch WEX
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+16.4%12M
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns WEX: institutional holders (13F)
13F holdings, latest reported quarter
3,967,061 sh
$559.7M
3,167,005 sh
$446.8M
2,254,984 sh
$318.2M
1,949,295 sh
$275.0M
1,801,385 sh
$254.2M
Congress trades in WEX
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-06-04 · disclosed 14 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
WEX planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Robert Deshaies
Filed 2026-10-05
$347.0K
Joel Dearborn
Filed 2026-09-14
$668.5K
Melissa Smith
Filed 2026-09-01
$5.3M
Carlos Carriedo
Filed 2026-08-04
$199.9K
Shikhar Ghosh
Filed 2026-07-31
$377.8K
WEX mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Cambiar SMID Fund
$986.2K position · as of 2026-07-31
2.5%
Amplify Digital Payments ETF
$3.8M position · as of 2026-06-30
2.5%
LONE PEAK VALUE FUND
$4.2M position · as of 2026-06-30
2.4%
Cambiar Small Cap Fund
$1.4M position · as of 2026-07-31
2.0%
Eaton Vance Atlanta Capital SMID-Cap Fund
$170.7M position · as of 2026-06-30
1.9%
Guardian Mid Cap Traditional Growth VIP Fund
$738.5K position · as of 2026-06-30
1.9%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Ms. Smith
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, 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). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $7.8M sold by insiders over 180 days, 188 funds added last quarter, $7.1M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
WEX financials
Revenue growth
-1.2%
XBRL, annual
Net margin
16.5%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$2.8B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM WEX
| FY Dec 2025 | $2.7B |
| FY Dec 2024 | $2.6B |
| FY Dec 2023 | $2.5B |
| FY Dec 2022 | $2.4B |
| FY Dec 2021 | $1.9B |
| Jun 2026 | $753.5M |
| Mar 2026 | $673.8M |
| Dec 2025 | $672.9M |
| Sep 2025 | $691.8M |
| Jun 2025 | $659.6M |
| Mar 2025 | $636.6M |
| Dec 2024 | $636.5M |
| Sep 2024 | $665.5M |
At each fiscal year end
Single quarter
Net margin, TTM
+12.6%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM WEX
| FY Dec 2025 | +11.4% |
| FY Dec 2024 | +11.8% |
| FY Dec 2023 | +10.5% |
| FY Dec 2022 | +7.1% |
| FY Dec 2021 | +7.3% |
| Jun 2026 | +14.4% |
| Mar 2026 | +11.5% |
| Dec 2025 | +12.5% |
| Sep 2025 | +11.6% |
| Jun 2025 | +10.3% |
| Mar 2025 | +11.2% |
| Dec 2024 | +10.0% |
| Sep 2024 | +15.5% |
At each fiscal year end
Single quarter
Free cash flow, TTM
n/a
capex not filed for the four quarters
Free cash flow, TTM WEX
| FY Dec 2025 | n/a |
| FY Dec 2024 | $334.1M |
| FY Dec 2023 | $764.3M |
| FY Dec 2022 | $566.5M |
| FY Dec 2021 | -$128.6M |
| Jun 2026 | -$121.1M |
| Mar 2026 | -$368.3M |
| Dec 2025 | $236.1M |
| Sep 2025 | $341.6M |
| Jun 2025 | $230.0M |
| Mar 2025 | -$514.2M |
| Dec 2024 | $599.7M |
| Sep 2024 | -$31.7M |
At each fiscal year end
Single quarter
Debt to equity
3.98x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Debt to equity WEX
| FY Dec 2025 | 3.94x |
| FY Dec 2024 | 2.94x |
| FY Dec 2023 | 2.12x |
| FY Dec 2022 | 1.65x |
| FY Dec 2021 | 1.55x |
| Jun 2026 | 3.98x |
| Mar 2026 | 4.11x |
| Dec 2025 | 3.94x |
| Sep 2025 | 4.49x |
| Jun 2025 | 5.56x |
| Mar 2025 | 6.89x |
| Dec 2024 | 2.94x |
| Sep 2024 | 2.73x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.05x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt WEX
| FY Dec 2025 | 0.09x |
| FY Dec 2024 | 0.11x |
| FY Dec 2023 | 0.23x |
| FY Dec 2022 | 0.25x |
| FY Dec 2021 | -0.01x |
| Jun 2026 | 0.05x |
| Mar 2026 | 0.12x |
| Dec 2025 | 0.09x |
| Sep 2025 | 0.16x |
| Jun 2025 | 0.08x |
| Mar 2025 | 0.03x |
| Dec 2024 | 0.11x |
| Sep 2024 | 0.13x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+30.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity WEX
| FY Dec 2025 | +22.3% |
| FY Dec 2024 | +18.7% |
| FY Dec 2023 | +15.4% |
| FY Dec 2022 | +9.6% |
| FY Dec 2021 | +7.2% |
| Jun 2026 | +30.2% |
| Mar 2026 | +29.8% |
| Dec 2025 | +22.3% |
| Sep 2025 | +20.3% |
| Jun 2025 | +22.2% |
| Mar 2025 | +24.4% |
| Dec 2024 | +18.7% |
| Sep 2024 | +19.6% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+2.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets WEX
| FY Dec 2025 | +2.2% |
| FY Dec 2024 | +2.3% |
| FY Dec 2023 | +2.1% |
| FY Dec 2022 | +1.5% |
| FY Dec 2021 | +1.5% |
| Jun 2026 | +2.3% |
| Mar 2026 | +2.1% |
| Dec 2025 | +2.2% |
| Sep 2025 | +2.0% |
| Jun 2025 | +2.1% |
| Mar 2025 | +2.2% |
| Dec 2024 | +2.3% |
| Sep 2024 | +2.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+9.3%
operating income after a 27.8% effective tax rate, over long-term 2026-06-30 plus current 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital WEX
| FY Dec 2025 | +8.8% |
| FY Dec 2024 | +9.7% |
| FY Dec 2023 | +10.0% |
| FY Dec 2022 | +8.1% |
| FY Dec 2021 | +5.7% |
| Jun 2026 | +9.3% |
| Mar 2026 | +8.5% |
| Dec 2025 | +8.8% |
| Sep 2025 | +8.3% |
| Jun 2025 | +8.1% |
| Mar 2025 | +8.1% |
| Dec 2024 | +9.7% |
| Sep 2024 | +9.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+13.7%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed WEX
| FY Dec 2025 | +13.1% |
| FY Dec 2024 | +13.3% |
| FY Dec 2023 | +12.2% |
| FY Dec 2022 | +8.4% |
| FY Dec 2021 | +6.0% |
| Jun 2026 | +13.7% |
| Mar 2026 | +12.8% |
| Dec 2025 | +13.1% |
| Sep 2025 | +12.6% |
| Jun 2025 | +12.9% |
| Mar 2025 | +12.8% |
| Dec 2024 | +13.3% |
| Sep 2024 | +13.4% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
18.58x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing WEX
| FY Dec 2025 | 17.55x |
| FY Dec 2024 | 23.34x |
| FY Dec 2023 | 31.58x |
| FY Dec 2022 | 36.69x |
| FY Dec 2021 | n/a |
| Jun 2026 | 14.07x |
| Mar 2026 | 17.20x |
| Dec 2025 | 17.55x |
| Sep 2025 | 20.46x |
| Jun 2025 | 18.55x |
| Mar 2025 | 20.21x |
| Dec 2024 | 23.34x |
| Sep 2024 | 26.62x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$10.5B
market value at close 2026-10-27 on 2026-07-17 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
Enterprise value WEX
| FY Dec 2025 | $9.1B |
| FY Dec 2024 | $10.8B |
| FY Dec 2023 | $11.2B |
| FY Dec 2022 | $8.9B |
| FY Dec 2021 | $8.6B |
| Jun 2026 | $9.1B |
| Mar 2026 | $9.9B |
| Dec 2025 | $9.1B |
| Sep 2025 | $9.6B |
| Jun 2025 | $9.7B |
| Mar 2025 | $11.1B |
| Dec 2024 | $10.8B |
| Sep 2024 | $12.7B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
capex not filed for the four quarters
FCF yield WEX
| FY Dec 2025 | n/a |
| FY Dec 2024 | +4.8% |
| FY Dec 2023 | +9.2% |
| FY Dec 2022 | +7.9% |
| FY Dec 2021 | -2.0% |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | +12.2% |
| Jun 2025 | +5.6% |
| Mar 2025 | +0.1% |
| Dec 2024 | +4.8% |
| Sep 2024 | +5.3% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.70x
P/E over trailing EPS growth of 27%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing WEX
| FY Dec 2025 | 1.34x |
| FY Dec 2024 | 1.07x |
| FY Dec 2023 | 0.83x |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | 0.53x |
| Mar 2026 | 1.18x |
| Dec 2025 | 1.34x |
| Sep 2025 | n/a |
| Jun 2025 | 0.50x |
| Mar 2025 | 0.77x |
| Dec 2024 | 1.07x |
| Sep 2024 | 0.96x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2025-02 | 2024-12 | 2023-12 | |
|---|---|---|---|---|
| Revenue | $2.7B | n/a | $2.6B | $2.5B |
| Operating income | $663.9M | n/a | $686.3M | $647.1M |
| Net income | $304.1M | n/a | $309.6M | $266.6M |
| EPS (diluted) | 8.47 | n/a | 7.50 | 6.16 |
| Operating cash flow | $454.3M | n/a | $481.4M | $907.9M |
| Cash | $905.8M | n/a | $595.8M | $975.8M |
| Long-term debt | $3.5B | n/a | $3.1B | $2.8B |
| Buybacks | $799.8M | $750.0M | $652.0M | $303.4M |
SEC XBRL, fiscal years, as known on 2026-10-28
WEX Stock Sonar score 6/7 axes
Find similar shapesCompareWEX ranks highest on institutional and government (71st percentile) and profitability (60th), and lowest on financial health (18th), among Services peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
WEX filings, in plain words
Are WEX insiders buying or selling WEX?
In the 180 days to 2026-10-28, WEX insiders were net sellers, a net $7.8M: $214.4K of purchases and $8.0M of sales reported on Form 4, by 1 buyer and 6 sellers.
Have members of Congress traded WEX?
Yes, but not in the year to 2026-10-28; the latest on record is a sale by Kelly Louise Morrison dated 2025-06-04.
Are there planned insider sales of WEX?
Yes. 6 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $7.1M of stock; the latest, by Robert Deshaies, was filed 2026-10-05.
Read the full summary
In the 180 days to 2026-10-28, WEX insiders were net sellers of WEX, a net $7.8M across purchases and sales reported on Form 4 by 1 buyer and 6 sellers. Sales outweighed purchases more than tenfold by value. 52% of the 23 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Members of Congress have disclosed trades in WEX, none in the last year; the latest on record is a sale by Kelly Louise Morrison dated 2025-06-04. Insiders filed 6 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $7.1M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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