Data spanning the past 90 days through January 10, 2026 reveals that WEX's three principal insider shareholders consist of Chair And Ceo And And President Melissa D Smith (101.18K shares), Director Shikhar Ghosh (49.73K shares), Coo And International Joel Alan Jr Dearborn (27.32K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Melissa D Smith | Chair And Ceo And And President | 101,182 | 02 Jun, 2025 |
| Shikhar Ghosh | 49,727 | 13 May, 2025 | |
| Joel Alan Jr Dearborn | Coo And International | 27,318 | 18 Mar, 2025 |
| Jagtar Narula | Chief Financial Officer | 16,037 | 17 Jun, 2025 |
| Robert Joseph Deshaies | Coo And Benefits | 15,699 | 01 Dec, 2025 |
| Regina O Sommer | 15,302 | 15 May, 2023 | |
| James R Groch | 14,719 | 05 Jan, 2026 | |
| Hilary A Rapkin | Chief Legal Officer | 14,232 | 09 May, 2024 |
| Karen B. Stroup | Chief Digital Officer | 13,230 | 18 Mar, 2025 |
| Roberto Simon | Chief Financial Officer | 12,421 | 09 Apr, 2021 |
| Jack Vanwoerkom | 10,426 | 13 May, 2025 | |
| Don Callahan | 10,339 | 05 Jan, 2026 | |
| David G Cooper | Chief Technology Officer | 9,505 | 28 Jun, 2023 |
| James Neary | 8,183 | 13 May, 2025 | |
| Stephen Montgomery Smith | 7,971 | 17 Nov, 2025 | |
| Scott Robert Phillips | President And Global Fleet | 7,358 | 07 Apr, 2021 |
| Ann Elena Drew | Chief Risk And Compliance | 7,295 | 08 Aug, 2025 |
| Sachin Dhawan | Chief Technology Officer | 7,017 | 17 Dec, 2025 |
| Susan Sobbott | 6,314 | 13 May, 2025 | |
| Carlos Carriedo | Coo And Amer. Payments & Mobility | 5,270 | 04 Aug, 2025 |
| Melanie J Tinto | Chief People Officer | 5,218 | 13 Feb, 2025 |
| Derrick A. Roman | 4,867 | 13 May, 2025 | |
| Nancy A. Altobello | 4,387 | 13 May, 2025 | |
| John E. Bachman | 4,286 | 18 May, 2021 | |
| Jennifer Kimball | Chief Accounting Officer | 3,671 | 22 Dec, 2025 |
| Sara Trickett | Chief Legal Officer | 2,137 | 17 Dec, 2025 |
| Aimee Cardwell | 1,440 | 13 May, 2025 | |
| Bhavana Bartholf | 1,250 | 06 Jun, 2022 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 31 Dec, 2025 | James R Groch | Common Stock | A | 176 | - | 14,719 | D | A |
| 31 Dec, 2025 | Don Callahan | Common Stock | A | 176 | - | 10,339 | D | A |
| 18 Dec, 2025 | Jennifer Kimball | Common Stock | D | 494 | $151.40 | 3,671 | D | S |
| 16 Dec, 2025 | Jennifer Kimball | Common Stock | D | 422 | $151.05 | 4,165 | D | F |
| 16 Dec, 2025 | Jennifer Kimball | Common Stock | A | 1,410 | $0.00 | 4,587 | D | M |
| 15 Dec, 2025 | Sachin Dhawan | Common Stock | D | 2,161 | $153.78 | 7,017 | D | F |
| 15 Dec, 2025 | Sachin Dhawan | Common Stock | A | 5,305 | $0.00 | 9,178 | D | M |
| 15 Dec, 2025 | Sara Trickett | Common Stock | A | 531 | $0.00 | 2,373 | D | M |
| 15 Dec, 2025 | Sara Trickett | Common Stock | D | 236 | $153.78 | 2,137 | D | F |
| 26 Nov, 2025 | Robert Joseph Deshaies | Common Stock | D | 1,506 | $149.62 | 15,699 | D | S |
| 13 Nov, 2025 | Stephen Montgomery Smith | Common Stock | A | 1,000 | $144.25 | 7,971 | D | P |
| 30 Sep, 2025 | James R Groch | Common Stock | A | 166 | - | 14,543 | D | A |
| 30 Sep, 2025 | Don Callahan | Common Stock | A | 166 | - | 10,163 | D | A |
| 06 Aug, 2025 | Ann Elena Drew | Common Stock | D | 1,931 | $171.69 | 7,295 | D | S |
| 06 Aug, 2025 | Ann Elena Drew | - | - | 7,295 | D | |||
| 31 Jul, 2025 | Carlos Carriedo | Common Stock | D | 875 | $171.68 | 5,270 | D | S |
| 31 Jul, 2025 | Carlos Carriedo | - | - | 5,270 | D | |||
| 30 Jun, 2025 | James R Groch | Common Stock | A | 178 | - | 14,377 | D | A |
| 30 Jun, 2025 | Don Callahan | Common Stock | A | 178 | - | 9,997 | D | A |
| 17 Jun, 2025 | Ann Elena Drew | Common Stock | D | 478 | $143.39 | 9,226 | D | F |