WEX, Inc. (WEX)

Sector:
FINANCE
Industry:
CONSUMER FINANCE
SIC:
SERVICES-BUSINESS SERVICES, NEC
CEO:
Melissa D. Smith
Employees:
5,600
97 DARLING AVENUE, SOUTH PORTLAND, ME 04106
(207) 773-8171

WEX Inc. provides financial technology services in the United States and internationally. It operates through three segments: Fleet Solutions, Travel and Corporate Solutions, and Health and Employee Benefit Solutions. The Fleet Solutions segment offers fleet vehicle payment processing services. The Travel and corporate Solutions segment provides payment solutions, including embedded payments; and accounts payable automation and spend management solutions.

Data derived from most recent annual or quarterly report
Market Cap 8.074 Billion Shares Outstanding44.83 Million Avg 30-day Volume 305.874 Thousand
P/E Ratio8.6351 Dividend Yield0.0 EPS0.43
Price to Revenue2.7022 Debt to Equity2.1266 EBITDA1.554 Billion
Price to Book Value4.8123 Operating Margin44.2 Enterprise Value6.982 Billion
Current Ratio1.031 EPS Growth1.797 Quick Ratio0.879
1 Yr BETA 1.2509 52-week High/Low 204.06 / 157.04 Profit Margin8.9497
Operating Cash Flow Growth866.4744 Free Cash Flow to Firm (FCFF) TTM 1.991 Billion Free Cash Flow to Equity (FCFE) TTM6.662 Billion
Altman Z-Score1.1164
Earnings Report2024-02-08
View SEC Filings from WEX instead.

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WEX, Inc. YCharts
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SEC Web Site SEC DEF 14A Filings

Funds Holding WEX (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding WEX

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Recent Filings

Financial Reporting

Ownership

  • 4: filed on 2023-11-08 by KIMBALL JENNIFER
  • 4: filed on 2023-11-02 by SMITH STEPHEN MONTGOMERY
  • 4: filed on 2023-10-17 by CALLAHAN DON
  • 4: filed on 2023-09-01 by DESHAIES ROBERT JOSEPH
  • 4: filed on 2023-08-21 by TINTO MELANIE J
  • 4: filed on 2023-08-03 by CARRIEDO CARLOS
  • 4: filed on 2023-08-03 by RAPKIN HILARY A
  • 4: filed on 2023-07-17 by SMITH MELISSA D
  • 4: filed on 2023-07-17 by CALLAHAN DON
  • 4: filed on 2023-06-28 by SMITH MELISSA D

    • Events (8k)

  • 8-K: filed on 2023-10-26:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-09-29:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 1.01: Entry into a Material Definitive Agreement
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-08-14:
    Item 1.01: Entry into a Material Definitive Agreement
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-07-27:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-05-16:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2023-05-08:
    Item 7.01: Regulation FD Disclosure
  • 8-K: filed on 2023-04-27:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-02-09:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-12-13:
    Item 5.03: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-10-27:
    Item 2.02: Results of Operations and Financial Condition
    Item 7.01: Regulation FD Disclosure
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits

    • Proposed Sales (Form 144)

  • 144: filed on 2023-11-21:
  • 144: filed on 2023-05-17:
  • 144: filed on 2023-05-03:
  • 144: filed on 2023-06-05:
  • 144: filed on 2023-07-13:
  • 144: filed on 2023-08-01:
  • 144: filed on 2023-08-18:
  • 144: filed on 2023-08-31:
  • 144/A: filed on 2023-08-31:
  • 144: filed on 2023-11-08:

    • Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    1 Thousand total shares from 1 transactions

    Open Market Sells (S)

    2.4 Thousand total shares from 2 transactions

    Exercise Derivative Conversion (M)

    none

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    VANWOERKOM JACK

    • Director
    		 8,319 2023-11-21 2

    KIMBALL JENNIFER CHIEF ACCOUNTING OFFICER

    • Officer
    		 911 2023-11-07 8

    SMITH STEPHEN MONTGOMERY

    • Director
    		 4,864 2023-10-31 2

    GROCH JAMES R

    • Director
    		 11,317 2023-10-13 6

    CALLAHAN DON

    • Director
    		 6,879 2023-10-13 5

    DESHAIES ROBERT JOSEPH COO, AMERICAS

    • Officer
    		 8,070 2023-08-31 8

    TINTO MELANIE J CHIEF HUMAN RESOURCES OFFICER

    • Officer
    		 7,611 2023-08-18 7

    RAPKIN HILARY A CHIEF LEGAL OFFICER

    • Officer
    		 14,752 2023-08-02 6

    CARRIEDO CARLOS COO, INTERNATIONAL

    • Officer
    		 0 2023-08-01 2

    SMITH MELISSA D CHAIR, CEO, AND PRESIDENT

    • Officer
    • Director
    		 103,660 2023-07-13 7

    COOPER DAVID G CHIEF TECHNOLOGY OFFICER

    • Officer
    		 9,505 2023-06-26 5

    DEARBORN JOEL ALAN JR CHIEF STRATEGY OFFICER

    • Officer
    		 15,453 2023-06-26 4

    DREW ANN ELENA CHIEF RISK AND COMPLIANCE

    • Officer
    		 6,155 2023-06-26 5

    NARULA JAGTAR CHIEF FINANCIAL OFFICER

    • Officer
    		 3,484 2023-06-15 2

    GHOSH SHIKHAR

    • Director
    		 47,620 2023-05-11 1

    SOMMER REGINA O

    • Director
    		 15,302 2023-05-11 2

    NEARY JAMES

    • Director
    		 6,076 2023-05-11 1

    SOBBOTT SUSAN

    • Director
    		 4,207 2023-05-11 1

    ALTOBELLO NANCY A.

    • Director
    		 2,280 2023-05-11 1

    ROMAN DERRICK A.

    • Director
    		 2,760 2023-05-11 1

    STROUP KAREN B. CHIEF DIGITAL OFFICER

    • Officer
    		 2,178 2023-03-15 1

    BARTHOLF BHAVANA

    • Director
    		 0 2022-06-04 0

    BACHMAN JOHN E.

    • Director
    		 4,286 2021-05-14 0

    SIMON ROBERTO CHIEF FINANCIAL OFFICER

    • Officer
    		 12,526 2021-04-07 0

    PHILLIPS SCOTT ROBERT PRESIDENT, GLOBAL FLEET

    • Officer
    		 13,814 2021-04-05 0

    JANOSICK KENNETH CHIEF PORTFOLIO RISK OFFICER

    • Officer
    		 11,304 2020-11-10 0

    MORRIS NICOLA S CHIEF CORP DEVELOPMENT OFFICER

    • Officer
    		 0 2020-06-24 0

    MORIARTY ROWLAND

    • Director
    		 62,163 2020-05-09 0

    DUBYAK MICHAEL E

    • Director
    		 33,041 2020-05-09 0

    YOUNG JEFFREY ALAN PRESIDENT, HEALTH

    • Officer
    		 13,855 2019-03-20 0

    MCTAVISH GEORGE L

    • Director
    		 35,222 2018-05-12 0

    POND KIRK P

    • Director
    		 39,073 2018-05-11 0

    WARBURG PINCUS LLC

    WARBURG PINCUS (E&P) XI, L.P.

    WARBURG PINCUS (E&P) XI LLC

    WARBURG PINCUS PARTNERS (E&P) XI LLC

    WARBURG PINCUS PARTNERS II (US), L.P.

    WARBURG PINCUS & CO US, LLC

    WARBURG PINCUS (BERMUDA) XI, LTD.

    WARBURG PINCUS PARTNERS II (CAYMAN), L.P.

    WARBURG PINCUS (BERMUDA) PRIVATE EQUITY GP LTD.

    • Director
    		 No longer subject to file 2017-11-15 0

    MUSTANG HOLDCO II LLC

    WARBURG PINCUS PRIVATE EQUITY (LEXINGTON) XI-A, L.P.

    WP (LEXINGTON) HOLDINGS II, L.P.

    WARBURG PINCUS XI (LEXINGTON) PARTNERS-A, L.P.

    WARBURG PINCUS XI (E&P) PARTNERS-B, L.P.

    WP MUSTANG CO-INVEST LLC

    WP MUSTANG CO-INVEST-B L.P.

    WP MUSTANG CO-INVEST-C L.P.

    KAYE CHARLES R

    LANDY JOSEPH P.

    • Director
    		 No longer subject to file 2017-11-15 0

    HOGAN GEORGE W SVP, INTERNATIONAL

    • Officer
    		 15,804 2017-07-12 0

    MAHEU RONALD T

    • Director
    		 19,924 2017-05-12 0

    DUPRAT ERIC

    • Director
    		 2,856 2017-05-12 0

    PRATT JAMES EDWARD SVP, GM VIRTUAL PAYMENTS

    • Officer
    		 55,042 2017-05-10 0

    CROWLEY STEPHEN R. SVP, SHARED SERVICES

    • Officer
    		 0 2016-08-02 0

    ELDER STEVEN ALAN SVP & CHIEF FINANCIAL OFFICER

    • Officer
    		 No longer subject to file 2016-02-26 0

    VANDERHOOF ALISON SVP, GEN. MGR EMERGING MARKETS

    • Officer
    		 794 2015-03-15 0

    MAXSIMIC DAVID D PRESIDENT, INTERNATIONAL

    • Officer
    		 16,140 2014-05-01 0

    STRZEGOWSKI GREGORY SCOTT SVP CORPORATE DEVELOPMENT

    • Officer
    		 9,928 2013-08-07 0

    STECKLAIR RICHARD K. SVP, CORPORATE PAYMENT SOLUTIO

    • Officer
    		 0 2013-05-06 0

    MORIN JAMIE SVP, CLIENT SERVICE OPERATIONS

    • Officer
    		 6,861 2013-04-01 0

    GAGNE DAVID A CHIEF EXECUTIVE OFFICER

    • Officer
    • Director
    		 240,000 2013-03-20 0

    CORNETT ROBERT C SVP HUMAN RESOURCES

    • Officer
    		 2,555 2012-11-30 0

    GUMBLEY GARETH JOHN EVP INTERNATIONAL

    • Officer
    		 0 2012-03-28 0

    DEPETRA THOMAS J PRESIDENT AND CEO

    • Officer
    • Director
    		 85,235 2010-05-03 0

    GOODMANSON THOMAS J

    • Director
    		 22,500 2009-05-28 0

    BRADY THOMAS J

    • Director
    		 17,500 2008-11-25 0

    SPECKMANN RICHARD T

    • Director
    		 25,100 2008-05-12 0

    DEMETER TOD A SVP & CHF. INFORMATION OFFICER

    • Officer
    		 7,695 2007-11-05 0

    TREANOR TERRY E VP OF MANUFACTURING

    • Officer
    		 45,687 2007-01-11 0

    GREENLEAF KATHERINE M SVP, CLIENT SERVICE OPERATIONS

    • Officer
    		 71,038 2006-11-30 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    VANWOERKOM JACK - Director

    		2023-11-22 18:33:11 -0500 2023-11-21 S 2,000 $174.38 d 8,319 direct -0.3647 3.6414 3.6414 6 -0.3647 2

    KIMBALL JENNIFER - Officer CHIEF ACCOUNTING OFFICER

    		2023-11-08 20:37:41 -0500 2023-11-07 S 399 $173.87 d 911 direct 1.538 2.171 5.5132 5 0.0 1

    SMITH STEPHEN MONTGOMERY - Director

    		2023-11-02 20:11:14 -0400 2023-10-31 P 1,000 $165.31 a 4,864 direct -1.4717 -2.0877 0.0 1 -3.5708 5

    CALLAHAN DON - Director

    		2023-10-17 20:12:33 -0400 2023-10-13 A 139 a 6,879 direct -0.7281 -6.1476 -8.1604 0.0 1 -15.057 8

    GROCH JAMES R - Director

    		2023-10-17 20:12:22 -0400 2023-10-13 A 112 a 11,317 direct -0.7281 -6.1476 -8.1604 0.0 1 -15.057 8

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    WEX INC WEX 2023-12-05 22:15:04 UTC 5.0636 0.2564 850000
    WEX INC WEX 2023-12-05 21:45:04 UTC 5.0636 0.2564 850000
    WEX INC WEX 2023-12-05 21:15:04 UTC 5.0636 0.2564 800000
    WEX INC WEX 2023-12-05 20:45:04 UTC 5.0636 0.2564 850000
    WEX INC WEX 2023-12-05 20:15:04 UTC 5.0636 0.2564 850000
    WEX INC WEX 2023-12-05 19:45:04 UTC 5.0636 0.2564 850000
    WEX INC WEX 2023-12-05 19:15:04 UTC 5.0652 0.2548 850000
    WEX INC WEX 2023-12-05 18:45:04 UTC 5.0652 0.2548 850000
    WEX INC WEX 2023-12-05 18:15:03 UTC 5.0652 0.2548 850000
    WEX INC WEX 2023-12-05 17:45:04 UTC 5.0652 0.2548 850000
    WEX INC WEX 2023-12-05 17:15:04 UTC 5.0652 0.2548 850000
    WEX INC WEX 2023-12-05 16:45:04 UTC 5.0652 0.2548 850000
    WEX INC WEX 2023-12-05 16:15:04 UTC 5.0652 0.2548 750000
    WEX INC WEX 2023-12-05 15:45:04 UTC 5.0652 0.2548 750000
    WEX INC WEX 2023-12-05 15:15:05 UTC 5.0652 0.2548 750000
    WEX INC WEX 2023-12-05 14:45:03 UTC 5.0652 0.2548 750000
    WEX INC WEX 2023-12-05 14:15:04 UTC 5.0652 0.2548 750000
    WEX INC WEX 2023-12-05 13:45:04 UTC 5.07 0.25 750000
    WEX INC WEX 2023-12-05 13:15:04 UTC 5.07 0.25 750000
    WEX INC WEX 2023-12-05 12:45:05 UTC 5.07 0.25 750000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    AGF Investments Trust- AGFIQ U.S. Market Neutral Momentum Fund WEX -128.0 shares, $-26051.84 2020-12-31 N-PORT
    Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund WEX -100.0 shares, $-18809.0 2023-09-30 N-PORT
    AQR Funds- AQR Alternative Risk Premia Fund WEX -523.0 shares, $-98371.07 2023-09-30 N-PORT

    No recent transactions

    *** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

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