Form 4 for WEX WEX Inc.
Accepted 2026-09-03 17:57:22 ET · period of report 2026-09-01 · accession 0001317498-26-000011 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DMT | 2026-09-03 17:57 | 2026-09-01 | WEX | Smith Melissa D | CEO, Pres, Dir | M - OptEx | $104.03 | +28.1K | 154.7K | +22% | +$2.92M |
| DMT | 2026-09-03 17:57 | 2026-09-01 | WEX | Smith Melissa D | CEO, Pres, Dir | S - Sale+OE | $190.09 | -28.1K | 126.6K | -18% | -$5.34M |
| DMT | 2026-09-03 17:57 | 2026-09-01 | WEX | Smith Melissa D | CEO, Pres, Dir | M - OptEx | $0.00 | -28.1K | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2026-09-01 | M | A | 23,187 | $104.95 | 149,812 | D | — | — | (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. (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. |
| 2 | Common | Common Stock | 2026-09-01 | M | A | 4,922 | $99.69 | 154,734 | D | — | — | (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. |
| 3 | Common | Common Stock | 2026-09-01 | S | D | 180 | $186.48 | 154,554 | D | — | — | (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. (F3) The price listed is a weighted average price. These shares were sold for between $186.30 and $186.65, inclusive. (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. |
| 4 | Common | Common Stock | 2026-09-01 | S | D | 9,245 | $189.12 | 145,309 | D | — | — | (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. (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. (F5) The price listed is a weighted average price. These shares were sold for between $188.26 and $189.25, inclusive. |
| 5 | Common | Common Stock | 2026-09-01 | S | D | 7,575 | $189.87 | 137,734 | D | — | — | (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. (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. (F6) The price listed is a weighted average price. These shares were sold for between $189.50 and $190.19, inclusive. |
| 6 | Common | Common Stock | 2026-09-01 | S | D | 11,109 | $191.11 | 126,625 | D | — | — | (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. (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. (F7) The price listed is a weighted average price. These shares were sold for between $191.11 and $191.17, inclusive. |
| 7 | Derivative | Stock Option (right to buy) | 2026-09-01 | M | D | 23,187 | $0.00 | 0 | D | $104.95 · — to 2027-03-20 | 23,187 Common Stock | (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. (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. |
| 8 | Derivative | Stock Option (right to buy) | 2026-09-01 | M | D | 4,922 | $0.00 | 0 | D | $99.69 · — to 2027-05-10 | 4,922 Common Stock | (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. (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. |