Based on data from the past 90 days ending December 17, 2025, WEX's three largest insider shareholders are Chief Financial Officer Jagtar Narula (16.04K shares), COO And Benefits Robert Joseph Deshaies (15.70K shares), Director James R Groch (14.54K 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 | 14,543 | 02 Oct, 2025 | |
| 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 | 10,163 | 02 Oct, 2025 | |
| 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 |
| 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 | |
| Sachin Dhawan | Chief Technology Officer | 3,873 | 18 Mar, 2025 |
| Jennifer Kimball | Chief Accounting Officer | 3,177 | 04 Jun, 2025 |
| Sara Trickett | Chief Legal Officer | 1,842 | 24 Jun, 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | James R Groch | - | - | 14,543 | D | |||
| 30 Sep, 2025 | Don Callahan | Common Stock | A | 166 | - | 10,163 | D | A |
| 06 Aug, 2025 | Ann Elena Drew | - | - | 7,295 | D | |||
| 06 Aug, 2025 | Ann Elena Drew | Common Stock | D | 1,931 | $171.69 | 7,295 | D | S |
| 31 Jul, 2025 | Carlos Carriedo | - | - | 5,270 | D | |||
| 31 Jul, 2025 | Carlos Carriedo | Common Stock | D | 875 | $171.68 | 5,270 | D | S |
| 30 Jun, 2025 | Don Callahan | Common Stock | A | 178 | - | 9,997 | D | A |
| 30 Jun, 2025 | James R Groch | Common Stock | A | 178 | - | 14,377 | D | A |
| 17 Jun, 2025 | Sara Trickett | - | - | 1,829 | D | |||
| 17 Jun, 2025 | Carlos Carriedo | Common Stock | A | 390 | $0.00 | 6,329 | D | M |
| 17 Jun, 2025 | Ann Elena Drew | Common Stock | A | 1,465 | $0.00 | 9,704 | D | M |
| 17 Jun, 2025 | Sara Trickett | Common Stock | A | 97 | $0.00 | 1,829 | D | M |
| 17 Jun, 2025 | Sara Trickett | Common Stock | D | 34 | $143.39 | 1,842 | D | F |
| 17 Jun, 2025 | Sara Trickett | - | - | 1,800 | D | |||
| 17 Jun, 2025 | Ann Elena Drew | Common Stock | D | 478 | $143.39 | 9,226 | D | F |
| 17 Jun, 2025 | Carlos Carriedo | Common Stock | D | 184 | $143.39 | 6,145 | D | F |
| 17 Jun, 2025 | Sara Trickett | Common Stock | D | 29 | $143.39 | 1,800 | D | F |