WEX CLUSTER SEC Filing Analysis

Final — all horizons settled through T+60d ⚠ clustered

WEX ▼ -5.30% at T+60d

NEUTRAL call ✗ call lost -5.30% · α vs SPY -12.04% · entry $148.97 → $141.08

Last close $150.56 (close May 22) · +1.07% from $148.97 entry

Entry anchored
Feb 23, 03:59 PM ET
via Databento tick

T+1d

+0.20%

call +0.20% · α -0.63%

$149.27

settled 3mo ago

T+5d

+9.24%

call +9.24% · α +10.27%

$162.73

settled 3mo ago

T+20d

+4.25%

call +4.25% · α +9.23%

$155.30

settled 2mo ago

T+60d

-5.30%

call -5.30% · α -12.04%

$141.08

settled 5d ago

Price Chart

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Executive Summary

WEX insiders executed a mix of open-market sales and stock awards over the past week. The CEO, CFO, and other C-suite executives received substantial share grants totaling over $3.4 million, while two executives sold shares for nearly $700,000 in aggregate. The selling is offset by non-cash award activity, indicating no broad-based insider exit.

Key Financial Metrics

Direction

mixed

Total Value

$4.1M

Insiders

7

Actionable Insight

The stock awards are likely part of a routine compensation cycle and not a reaction to material non-public information. The concurrent selling by two executives after receiving grants may reflect personal liquidity needs. Monitor for continued selling beyond this pattern.

Key Facts

CEO Melissa Smith received a grant of 8,901 shares valued at $1.35 million on 2026-02-23
CFO Jagtar Narula received a grant of 3,195 shares valued at $484,585.65
Chief Legal Officer Sara Trickett sold 1,815 shares for $272,159.25 and separately received a grant of 2,625 shares
COO Robert Deshaies sold 2,820 shares for $423,169.20 and received a grant of 3,713 shares
All grants were awarded at $151.67 per share, totaling approximately $3.43 million in aggregate value
No open-market purchases were made; sales totaled $695,328.45

Financial Impact

Insiders sold $695,328 in shares; $3.43 million in stock awards issued (non-cash compensation)

insider ownershipshare countcompensation expense

Risk Factors

Perception of insider selling could weigh on sentiment despite the non-cash nature of grants
Concentration of selling among senior operations executives (COOs) may raise questions if trend continues

Market Snapshot

Exchange

NYSE

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

Document	Accession Number
CONTEXT: Insider Cluster Data (9 trades, 7d window)	cluster-WEX-1772067636507

11 reports for WEX

T+1T+5T+20T+60

100% Hit rate 3 of 3 directional calls best @ T+20▲ +15.90%Apr 13, 2026

Filters

Reports for WEX — sortable, filterable
	Type				Now
May 5, 2026 18d ago	DEFA14A NEUTRAL ★ 5/10	$147.10 $135.13	▼ −8.14%	▼ −10.12%	$150.56 (+2.35%)
May 4, 2026 19d ago	8-K NEUTRAL ★ 4/10	$147.10 $135.13	▼ −8.14%	▼ −10.12%	$150.56 (+2.35%)
Apr 23, 2026 4w ago	DEFA14A BULLISH ★ 7/10	$153.18 $154.66	▲ +0.97%	▼ −0.51%	$150.56 (−1.71%)
Apr 23, 2026 4w ago	DEFA14A MIXED ★ 7/10	$153.18 $154.66	▲ +0.97%	▼ −0.51%	$150.56 (−1.71%)
Apr 22, 2026 4w ago	8-K BULLISH ★ 8/10	$153.18 $154.66	▲ +0.97%	▼ −0.51%	$150.56 (−1.71%)
Apr 20, 2026 4w ago	DEFA14A MIXED ★ 6/10	$176.85 $151.84	▼ −14.14%	▼ −15.23%	$150.56 (−14.87%)
Apr 13, 2026 5w ago	DFAN14A BEARISH ★ 7/10	$167.07 $177.53	▼ −6.26%	▼ −4.87%	$150.56 (+9.88%)
Apr 7, 2026 6w ago	DEFA14A MIXED ★ 6/10	$157.25 $167.07	▲ +6.24%	▲ +0.92%	$150.56 (−4.25%)
Apr 6, 2026 6w ago	DEFA14A MIXED ★ 7/10	$156.37 $165.94	▲ +6.12%	▲ +1.99%	$150.56 (−3.71%)
Feb 24, 2026 12w ago	Insider Cluster NEUTRAL ★ 4/10	$148.97 $162.73	▲ +9.24%	▲ +10.27%	$150.56 (+1.07%)

US Market Status

Market Closed — Opens Tue (34h 50m)

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