Stephen Montgomery Smith
Insider
First SEC filing: May 19, 2025 · Latest: May 19, 2025
Insider at
Insider transactions
1 buys (P)
0 sells (S)
Net: $144,250
Avg return of open purchases vs now: 17.2%
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| May 15, 2026 | WEX | M | 1,567 | · | · | 9,538 Direct | +19.66% | Acquired | (price as of 2026-10-02) |
| May 15, 2026 | WEX | M | 1,567 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| May 14, 2026 | WEX | A | 1,605 | · | · | 1,605 Direct | · | Acquired | (price as of 2026-10-02) |
| Nov. 13, 2025 | WEX | P | 1,000 | $144.25 | $144,250 | 7,971 Direct | +14.35% | Acquired | 17.2% (price as of 2026-10-02) |
| May 15, 2025 | WEX | A | 1,567 | · | · | 1,567 Direct | · | Acquired | (price as of 2026-10-02) |
| May 9, 2025 | WEX | M | 960 | · | · | 6,971 Direct | +15.97% | Acquired | (price as of 2026-10-02) |
| May 9, 2025 | WEX | M | 960 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| May 11, 2024 | WEX | M | 1,147 | · | · | 6,011 Direct | +23.58% | Acquired | (price as of 2026-10-02) |
| May 11, 2024 | WEX | M | 1,147 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| May 9, 2024 | WEX | A | 960 | · | · | 960 Direct | · | Acquired | (price as of 2026-10-02) |
| Oct. 31, 2023 | WEX | P | 1,000 | $165.31 | $165,310 | 4,864 Direct | +25.88% | Acquired | 2.3% (price as of 2026-10-02) |
| May 12, 2023 | WEX | M | 1,030 | · | · | 3,864 Direct | +36.34% | Acquired | (price as of 2026-10-02) |
| May 12, 2023 | WEX | M | 1,030 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| May 11, 2023 | WEX | A | 1,147 | · | · | 1,147 Direct | · | Acquired | (price as of 2026-10-02) |
| June 4, 2022 | WEX | M | 760 | · | · | 2,834 Direct | +36.64% | Acquired | (price as of 2026-10-02) |
| June 4, 2022 | WEX | M | 760 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| May 12, 2022 | WEX | A | 1,030 | · | · | 1,030 Direct | · | Acquired | (price as of 2026-10-02) |
| June 4, 2021 | WEX | A | 760 | · | · | 760 Direct | · | Acquired | (price as of 2026-10-02) |
| May 14, 2021 | WEX | M | 2,074 | · | · | 2,074 Direct | · | Acquired | (price as of 2026-10-02) |
| May 14, 2021 | WEX | M | 2,074 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| May 14, 2020 | WEX | A | 2,074 | · | · | 2,074 Direct | · | Acquired | (price as of 2026-10-02) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| May 15, 2026 | WEX | Restricted Stock Units | Common Stock | $0.00 | · | 1,567 | Disposed |
| May 14, 2026 | WEX | Restricted Stock Units | Common Stock | $0.00 | · | 1,605 | Acquired |
| May 15, 2025 | WEX | Restricted Stock Units | Common Stock | $0.00 | · | 1,567 | Acquired |
| May 9, 2025 | WEX | Restricted Stock Units | Common Stock | $0.00 | · | 960 | Disposed |
| May 11, 2024 | WEX | Restricted Stock Units | Common Stock | $0.00 | · | 1,147 | Disposed |
| May 9, 2024 | WEX | Restricted Stock Units | Common Stock | $0.00 | · | 960 | Acquired |
| May 12, 2023 | WEX | Restricted Stock Units | Common Stock | $0.00 | · | 1,030 | Disposed |
| May 11, 2023 | WEX | Restricted Stock Units | Common Stock | $0.00 | · | 1,147 | Acquired |
| June 4, 2022 | WEX | Restricted Stock Units | Common Stock | $0.00 | · | 760 | Disposed |
| May 12, 2022 | WEX | Restricted Stock Units | Common Stock | $0.00 | · | 1,030 | Acquired |
| June 4, 2021 | WEX | Restricted Stock Units | Common Stock | $0.00 | · | 760 | Acquired |
| May 14, 2021 | WEX | Restricted Stock Units | Common Stock | $0.00 | · | 2,074 | Disposed |
| May 14, 2020 | WEX | Restricted Stock Units | Common Stock | $0.00 | · | 2,074 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).