Explore more topics
Public ownership evidence

WEX Inc. (WEX) Ownership Disclosures

Read WEX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-10T07:40:50.020Z

Jump to a section

Read one actual disclosure before using it

Show the table · 1 row, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

2026-11-092026-11-06Asmar Christian, Impactive Capital LLC, Impactive Capital LP, Wolfe Lauren TaylorS34,577Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-11-06 and its public availability date is 2026-11-09. Subtracting those calendar dates gives 3 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code S: a sale. A purchase-following rule excludes this sale even if the reported dollar amount is large.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0000921895-26-002975 ↗SEC 0000921895-26-002975 ↗SEC 0001676699-26-000011 ↗

Recent Form 4 activity

Inspect all 19 displayed rows: Recent Form 4 activity

Scroll sideways to compare all columns. Select a heading to sort.

2026-11-092026-11-06Asmar Christian, Impactive Capital LLC, Impactive Capital LP, Wolfe Lauren TaylorS34,577Not reported
2026-11-092026-11-05Asmar Christian, Impactive Capital LLC, Impactive Capital LP, Wolfe Lauren TaylorS200,000Not reported
2026-11-052026-11-03DHAWAN SACHINS3,873Not reported
2026-10-072026-10-05Deshaies Robert JosephS88Not reported
2026-10-072026-10-05Deshaies Robert JosephS615Not reported
2026-10-072026-10-05Deshaies Robert JosephS549Not reported
2026-10-072026-10-05Deshaies Robert JosephS602Not reported
2026-10-072026-10-05Deshaies Robert JosephS48Not reported
2026-10-072026-10-05Deshaies Robert JosephS98Not reported
2026-10-022026-09-30Adams Kurt PatrickA125Not reported
2026-10-022026-09-30GROCH JAMES RA155Not reported
2026-10-022026-09-30Asmar Christian, Impactive Capital LLC, Impactive Capital LP, Wolfe Lauren TaylorA125Not reported
2026-10-022026-09-30Callahan DonA155Not reported
2026-09-172026-09-14Dearborn Joel Alan JRS843Not reported
2026-09-172026-09-14Dearborn Joel Alan JRS2,500Not reported
2026-09-042026-09-01Smith Melissa DS11,109Not reported
2026-09-042026-09-01Smith Melissa DS7,575Not reported
2026-09-042026-09-01Smith Melissa DS9,245Not reported
2026-09-042026-09-01Smith Melissa DS180Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

OPTIMIZE FINANCIAL INC.2026-06-302026-08-282,841$400,837None
Advisors Asset Management, Inc.2020-06-302026-08-285,957$982,965None
Corient Private Wealth LP2026-06-302026-08-2829,984$4,230,413None
Principia Wealth Advisory, LLC2026-06-302026-08-271$141None
Principia Wealth Advisory, LLC2026-03-312026-08-272$306None
Advisors Asset Management, Inc.2020-12-312026-08-274,073$829,000None
Advisors Asset Management, Inc.2021-03-312026-08-272,808$587,490None
Advisors Asset Management, Inc.2021-06-302026-08-27690$134,000None
Advisors Asset Management, Inc.2020-09-302026-08-274,749$659,969None
Advisors Asset Management, Inc.2019-12-312026-08-268,231$1,724,065None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-2614,019$2,145,468None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-2628,019$3,953,201None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2538,004$5,361,984None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-255,361,984$38,004,000None
Advisors Asset Management, Inc.2020-03-312026-08-227,101$742,410None
Assenagon Asset Management S.A.2026-06-302026-08-221,472$207,684None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-206,934$978,318None
Advisors Asset Management, Inc.2019-03-312026-08-195,959$1,144,068None
Advisors Asset Management, Inc.2019-09-302026-08-198,566$1,730,932None
Advisors Asset Management, Inc.2019-06-302026-08-197,760$1,614,856None
Ensign Peak Advisors, Inc2026-03-312026-08-192,497$382,141None
Ensign Peak Advisors, Inc2025-12-312026-08-191,847$275,166None
Ensign Peak Advisors, Inc2025-09-302026-08-195,797$913,201None
Fulcrum Asset Management LLP2026-06-302026-08-198,557$1,169,999None
Corient Private Wealth LP2026-06-302026-08-1826,895$3,794,585None
Empowered Funds, LLC2026-06-302026-08-1834,733$4,900,479None
Empowered Funds, LLC2026-06-302026-08-181,404$198,090None
Transamerica Financial Advisors, LLC2026-06-302026-08-181$141None
FORMULA GROWTH LTD2026-06-302026-08-188,200$1,156,938None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1842,395$5,981,511None
SEI INVESTMENTS CO2026-06-302026-08-15546,725$77,137,430None
SEI INVESTMENTS CO2026-06-302026-08-152,907$410,050None
Axxion S.A.2026-06-302026-08-1510,000$1,410,900None
Meridiem Capital Partners LP2026-06-302026-08-15160,776$22,683,886None
Sone Capital Management, LLC2026-06-302026-08-1526,285$3,708,551None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-1511$1,504None
Kera Capital Partners, Inc.2026-06-302026-08-152,283$322,108None
Nemes Rush Group LLC2026-06-302026-08-156$847None
Quarry LP2026-06-302026-08-15123$17,354None
HAWK RIDGE CAPITAL MANAGEMENT LP2026-06-302026-08-15245,411$34,625,038None
ALTA FOX CAPITAL MANAGEMENT, LLC2026-06-302026-08-1591,000$12,839,190None
Rhino Investment Partners, Inc2026-06-302026-08-1557,705$8,141,598None
XTX Topco Ltd2026-06-302026-08-1561,842$8,725,288None
Aquatic Capital Management LLC2026-06-302026-08-153,071$433,287None
Impactive Capital LP2026-06-302026-08-151,707,253$240,876,326None
SYON CAPITAL LLC2026-06-302026-08-152,497$352,302None
Treasurer of the State of North Carolina2026-06-302026-08-1514,569$2,056,000None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15487,555$68,789,135None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-1524$3,386None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15487,555$68,789,135None

90-day public filing window, up to 50 source positions.

OPTIMIZE FINANCIAL INC. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.