person · Reporting owner
Smith Stephen Montgomery
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEX Inc.WEX · Entity 2285 | Director | May 14, 2026 | May 18, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WEX Inc.
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,538 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Exercise / conversion · Acquired 1,567 · Balance 9,538 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,605 |
Reported balance
After 2026-05-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-14 · Grant · Acquired 1,605 · Balance 1,605 F1: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-05-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-15 · Exercise / conversion · Disposed 1,567 · Balance 0 F2: RSUs vested on May 15, 2026 and each RSU converted into one share of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027.
F2: RSUs vested on May 15, 2026 and each RSU converted into one share of common stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 15, 2026 Filed May 18, 2026 22:03 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,567 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001788053-26-000003 · wk-form4_1779141789.xml · derivative · entry 3 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,567 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: RSUs vested on May 15, 2026 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: RSUs vested on May 15, 2026 and each RSU converted into one share of common stock. Read SEC document |
| May 15, 2026 Filed May 18, 2026 22:03 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001788053-26-000003 · wk-form4_1779141789.xml · nonDerivative · entry 1 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,538 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 14, 2026 Filed May 18, 2026 22:03 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,605 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001788053-26-000003 · wk-form4_1779141789.xml · derivative · entry 2 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,605 Underlying: Common Stock · 1,605 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027. Read SEC document |
| November 13, 2025 Filed Nov 17, 2025 21:42 UTC | WEX Inc. WEX · Entity 2285 | PurchaseCommon Stock | 1,000 | $144.25 | $144,250.00 |
DisclosureSEC source: 0001788053-25-000004 · wk-form4_1763415735.xml · nonDerivative · entry 1 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,971 Read SEC document |
| May 15, 2025 Filed May 19, 2025 23:12 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,567 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000141 · wk-form4_1747696315.xml · derivative · entry 1 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,567 Underlying: Common Stock · 1,567 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 15, 2026. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 15, 2026. Read SEC document |
| May 09, 2025 Filed May 13, 2025 21:33 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 960 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000106 · wk-form4_1747172026.xml · derivative · entry 2 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 960 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") vested on May 9, 2025 and each RSU converted into one share of common stock. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") vested on May 9, 2025 and each RSU converted into one share of common stock. Read SEC document |
| May 09, 2025 Filed May 13, 2025 21:33 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 960 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000106 · wk-form4_1747172026.xml · nonDerivative · entry 1 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,971 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 11, 2024 Filed May 13, 2024 23:45 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,147 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000138 · wk-form4_1715643932.xml · derivative · entry 3 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,147 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: RSUs vested on May 11, 2024 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: RSUs vested on May 11, 2024 and each RSU converted into one share of common stock. Read SEC document |
| May 11, 2024 Filed May 13, 2024 23:45 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000138 · wk-form4_1715643932.xml · nonDerivative · entry 1 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,011 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 09, 2024 Filed May 13, 2024 23:45 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 960 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000138 · wk-form4_1715643932.xml · derivative · entry 2 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 960 Underlying: Common Stock · 960 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025. Read SEC document |
| October 31, 2023 Filed Nov 3, 2023 00:11 UTC | WEX Inc. WEX · Entity 2285 | PurchaseCommon Stock | 1,000 | $165.31 | $165,310.00 |
DisclosureSEC source: 0001309108-23-000185 · wk-form4_1698970265.xml · nonDerivative · entry 1 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,864 Read SEC document |
| May 12, 2023 Filed May 15, 2023 21:06 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,030 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000099 · wf-form4_168418476788175.xml · derivative · entry 3 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,030 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: RSUs vested on May 12, 2023 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: RSUs vested on May 12, 2023 and each RSU converted into one share of common stock. Read SEC document |
| May 12, 2023 Filed May 15, 2023 21:06 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000099 · wf-form4_168418476788175.xml · nonDerivative · entry 1 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,864 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 11, 2023 Filed May 15, 2023 21:06 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,147 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000099 · wf-form4_168418476788175.xml · derivative · entry 2 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,147 Underlying: Common Stock · 1,147 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 11, 2024 F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 11, 2024 Read SEC document |
| June 04, 2022 Filed Jun 7, 2022 00:57 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 760 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000124 · wf-form4_165456341619160.xml · derivative · entry 2 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 760 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Restricted Stock Units ("RSU") vested on 6/4/2022 and each RSU converted into one share of common stock. F1 · derivative.expiration_date: Restricted Stock Units ("RSU") vested on 6/4/2022 and each RSU converted into one share of common stock. Read SEC document |
| June 04, 2022 Filed Jun 7, 2022 00:57 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 760 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000124 · wf-form4_165456341619160.xml · nonDerivative · entry 1 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,834 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 12, 2022 Filed May 16, 2022 21:05 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,030 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000102 · wf-form4_165273507866936.xml · derivative · entry 1 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,030 Underlying: Common Stock · 1,030 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 12, 2023. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 12, 2023. Read SEC document |
| June 04, 2021 Filed Jun 8, 2021 20:12 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 760 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000158 · wf-form4_162318307192177.xml · derivative · entry 1 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 760 Underlying: Common Stock · 760 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on June 4, 2022. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on June 4, 2022. Read SEC document |
| May 14, 2021 Filed May 18, 2021 12:43 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 2,074 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000127 · wf-form4_162134176976647.xml · derivative · entry 2 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,074 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Restricted Stock Units ("RSU") vested on 5/14/2021 and each RSU converted into one share of common stock. F1 · derivative.expiration_date: Restricted Stock Units ("RSU") vested on 5/14/2021 and each RSU converted into one share of common stock. Read SEC document |
| May 14, 2021 Filed May 18, 2021 12:43 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 2,074 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000127 · wf-form4_162134176976647.xml · nonDerivative · entry 1 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,074 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 14, 2020 Filed May 15, 2020 20:18 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 2,074 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000113 · wf-form4_158957388348188.xml · derivative · entry 1 Smith Stephen Montgomery · CIK 0001788053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,074 Underlying: Common Stock · 2,074 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 14, 2021 F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 14, 2021 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.