WEX Inc. (WEX)
Portland, ME, US
WEX Inc., a financial technology enterprise established in 1983 and headquartered in Portland, Maine, delivers diverse services across the United States and globally. The company, which operated as Wright Express Corporation until its name change in October 2012, structures its operations into three primary divisions. The Fleet Solutions segment specializes in comprehensive payment processing for vehicle fleets. Its offerings include complete customer and account management (spanning activation, retention, credit, and billing support), merchant services, and robust web-based analytics platforms designed to offer fleet managers crucial insights for optimizing expenses and capital. WEX distributes these solutions to commercial and governmental fleets of varying sizes, from local to long-haul, through both direct channels and co-branded or private label alliances. The Travel and Corporate Solutions segment provides sophisticated payment systems, which feature embedded payment functionalities, automated accounts payable, and spend management tools. A key product includes virtual cards, specifically engineered for secure, card-not-present transactions. This segment serves commercial and government entities through a mix of direct and indirect marketing approaches. Finally, the Health and Employee Benefit Solutions segment offers specialized healthcare payment products and consumer-centric software-as-a-service (SaaS) platforms for the healthcare sector. It also encompasses payroll and employee benefit solutions, with a particular focus on Brazil. This segment reaches its clientele via a broad network comprising health plans, third-party administrators, financial institutions, payroll providers, benefits consultants, software companies, and individual consumers.
Based on only 2 articles — low confidence
- Here's Why Wex (WEX) is a Strong Value Stock Zacks Investment Research
- WEX Inc. to Release Second Quarter 2026 Financial Results on July 22, 2026 Business Wire
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.40% | -2.17% | -3.57% | -2.84% | -2.29% | -2.70% | +10.13% | -12.60% | -28.94% | +57.12% | +747.72% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 4 | 0 |
| Hold | 9 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 3 |
191.00
+19.3%
|
| Last Year | 10 |
173.80
+8.6%
|
| All Time | 29 |
202.28
+26.4%
|
-
Revenue growth Software - Infrastructure: +13.7%+1.2% Q1'26: +5.8% (vs Q1'25)
-
EPS growth Software - Infrastructure: +28.7%+12.9% Q1'26: +22.7% (vs Q1'25)
-
FCF margin FCF growth · Software - Infrastructure: +32.2%+3.1% Q1'26: -54.7% (vs Q1'25)
-
EBIT margin Software - Infrastructure: +8.8%+25.0% ★ Q1'26: +23.5% (vs Q1'25)
-
ROIC Software - Infrastructure: +6.6%+56.2% ★ Q1'26: +7.8% (vs Q1'25)
-
Share dilution Software - Infrastructure: +0.0%-13.1% ★ Q1'26: -11.2% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Infrastructure: -1.06×4.88× Q1'26: 5.46× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 12 Rev. Ana. 10 EPS Ana. |
Dec 2027 12 Rev. Ana. 10 EPS Ana. |
Dec 2028 6 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
241.33M
est: 229.11M (+5.3%)
|
291.25M
est: 287.25M (+1.4%)
|
336.13M
est: 312.01M (+7.7%)
|
393.58M
est: 389.70M (+1.0%)
|
315.20M
est: 257.45M (+22.4%)
|
390.41M
est: 369.27M (+5.7%)
|
553.08M
est: 530.73M (+4.2%)
|
623.15M
est: 624.42M (-0.2%)
|
717.46M
est: 691.09M (+3.8%)
|
817.65M
est: 794.99M (+2.8%)
|
854.64M
est: 844.98M (+1.1%)
|
1.01B
est: 1.01B (+0.2%)
|
1.25B
est: 1.25B (+0.2%)
|
1.49B
est: 1.48B (+1.0%)
|
1.72B
est: 1.74B (-0.9%)
|
1.56B
est: 1.55B (+0.8%)
|
1.85B
est: 1.84B (+0.7%)
|
2.35B
est: 2.30B (+2.2%)
|
2.55B
est: 2.64B (-3.5%)
|
2.63B
est: 2.63B (+0.1%)
|
2.66B
est: 2.65B (+0.5%)
|
2.85B
2.83B – 2.87B
+7.6% YoY
|
2.92B
2.85B – 2.97B
+2.4% YoY
|
3.03B
3.03B – 3.03B
+3.8% YoY
|
| EBITDA |
117.72M
est: 38.48M (+205.9%)
|
147.18M
est: 125.08M (+17.7%)
|
167.81M
est: 168.59M (-0.5%)
|
263.21M
est: 220.29M (+19.5%)
|
264.31M
est: 186.37M (+41.8%)
|
181.90M
est: 176.57M (+3.0%)
|
268.39M
est: 256.03M (+4.8%)
|
291.88M
est: 266.06M (+9.7%)
|
328.38M
est: 316.35M (+3.8%)
|
408.06M
est: 394.51M (+3.4%)
|
314.17M
est: 326.34M (-3.7%)
|
304.00M
est: 319.57M (-4.9%)
|
485.21M
est: 483.14M (+0.4%)
|
543.45M
est: 392.87M (+38.3%)
|
588.32M
est: 526.22M (+11.8%)
|
117.93M
est: 185.06M (-36.3%)
|
565.70M
est: 428.70M (+32.0%)
|
571.90M
est: 592.69M (-3.5%)
|
849.60M
est: 1.28B (-33.7%)
|
975.00M
est: 1.27B (-23.5%)
|
994.90M
est: 1.29B (-22.6%)
|
1.38B
1.37B – 1.39B
+7.6% YoY
|
1.42B
1.38B – 1.44B
+2.4% YoY
|
1.47B
1.47B – 1.47B
+3.8% YoY
|
| EBIT |
106.62M
est: 126.43M (-15.7%)
|
135.10M
est: 132.48M (+2.0%)
|
152.09M
est: 139.01M (+9.4%)
|
242.62M
est: 159.57M (+52.0%)
|
241.71M
est: 90.72M (+166.4%)
|
150.40M
est: 142.08M (+5.9%)
|
220.28M
est: 217.62M (+1.2%)
|
216.62M
est: 221.49M (-2.2%)
|
267.82M
est: 265.67M (+0.8%)
|
337.68M
est: 286.61M (+17.8%)
|
231.10M
est: 242.07M (-4.5%)
|
162.35M
est: 180.94M (-10.3%)
|
281.48M
est: 235.60M (+19.5%)
|
343.64M
est: 198.32M (+73.3%)
|
351.19M
est: 382.17M (-8.1%)
|
-144.00M
est: -80.59M (-78.7%)
|
293.10M
est: 311.69M (-6.0%)
|
308.00M
est: 405.25M (-24.0%)
|
573.40M
est: 997.42M (-42.5%)
|
653.70M
est: 991.72M (-34.1%)
|
663.80M
est: 1.00B (-33.6%)
|
1.08B
1.07B – 1.08B
+7.6% YoY
|
1.10B
1.08B – 1.12B
+2.4% YoY
|
1.14B
1.14B – 1.14B
+3.8% YoY
|
| Net Income |
18.65M
est: 18.84M (-1.0%)
|
74.61M
est: 72.43M (+3.0%)
|
51.58M
est: 45.85M (+12.5%)
|
127.64M
est: 130.29M (-2.0%)
|
139.66M
est: 96.43M (+44.8%)
|
87.63M
est: 82.60M (+6.1%)
|
133.62M
est: 125.08M (+6.8%)
|
96.92M
est: 96.40M (+0.5%)
|
149.21M
est: 143.26M (+4.2%)
|
202.21M
est: 190.49M (+6.2%)
|
101.90M
est: 107.38M (-5.1%)
|
23.50M
est: 55.32M (-57.5%)
|
160.06M
est: 157.52M (+1.6%)
|
168.30M
est: 337.84M (-50.2%)
|
99.01M
est: 97.60M (+1.4%)
|
-243.64M
est: -242.81M (-0.3%)
|
100.0K
est: 1.06M (-90.6%)
|
201.40M
est: 117.86M (+70.9%)
|
266.60M
est: 209.14M (+27.5%)
|
309.60M
est: 548.15M (-43.5%)
|
304.10M
est: 572.44M (-46.9%)
|
685.39M
657.41M – 713.36M
+19.7% YoY
|
729.66M
701.68M – 757.63M
+6.5% YoY
|
788.84M
769.53M – 808.15M
+8.1% YoY
|
| SGA |
70.91M
est: 100.79M (-29.6%)
|
71.67M
est: 142.99M (-49.9%)
|
36.97M
est: 88.52M (-58.2%)
|
23.43M
est: 109.83M (-78.7%)
|
97.36M
est: 43.24M (+125.1%)
|
26.01M
est: 153.51M (-83.1%)
|
34.20M
est: 197.02M (-82.6%)
|
35.92M
est: 131.80M (-72.8%)
|
43.04M
est: 122.85M (-65.0%)
|
48.61M
est: 138.23M (-64.8%)
|
20.62M
est: 188.95M (-89.1%)
|
316.38M
est: 213.76M (+48.0%)
|
347.99M
est: 325.05M (+7.1%)
|
438.55M
est: 459.86M (-4.6%)
|
535.68M
est: 530.41M (+1.0%)
|
558.79M
est: 599.37M (-6.8%)
|
646.00M
est: 589.15M (+9.7%)
|
655.70M
est: 622.83M (+5.3%)
|
755.80M
est: 774.80M (-2.5%)
|
716.80M
est: 770.38M (-7.0%)
|
717.20M
est: 777.01M (-7.7%)
|
836.33M
830.44M – 842.22M
+7.6% YoY
|
856.11M
835.52M – 870.82M
+2.4% YoY
|
888.57M
888.57M – 888.57M
+3.8% YoY
|
| EPS |
0.46
est: 1.08 (-57.4%)
|
1.85
est: 1.32 (+40.2%)
|
1.29
est: 1.62 (-20.4%)
|
3.28
est: 1.84 (+78.3%)
|
3.65
est: 1.40 (+161.6%)
|
2.28
est: 2.45 (-6.9%)
|
3.45
est: 3.17 (+8.8%)
|
2.50
est: 4.08 (-38.7%)
|
3.83
est: 4.11 (-6.8%)
|
5.20
est: 4.49 (+15.8%)
|
2.63
est: 4.75 (-44.6%)
|
1.49
est: 4.57 (-67.4%)
|
3.73
est: 5.38 (-30.6%)
|
3.90
est: 8.18 (-52.3%)
|
3.59
est: 9.15 (-60.8%)
|
-6.40
est: 6.09 (-205.2%)
|
0.00
est: 9.02 (-100.0%)
|
4.54
est: 13.31 (-65.9%)
|
6.23
est: 5.83 (+6.9%)
|
7.59
est: 15.26 (-50.3%)
|
8.57
est: 15.95 (-46.3%)
|
19.42
18.31 – 19.87
+21.8% YoY
|
20.31
19.55 – 21.10
+4.6% YoY
|
21.92
21.44 – 22.51
+7.9% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-24 | Morgan Stanley | Equal Weight | Equal Weight | Maintain |
| 2026-04-23 | Baird | Outperform | Outperform | Maintain |
| 2026-04-21 | Morgan Stanley | Equal Weight | Equal Weight | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-22 | B | 3/5 | 3/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-21 | B | 3/5 | 3/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-20 | B | 3/5 | 3/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-17 | B | 3/5 | 3/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-15 | B | 3/5 | 3/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 4.06M | 9.10% | 3.92M | — | 4.06M | — | HC | Delaware | 2022-02-03 | ↗ |
| 2 | Wellington Group Holdings LLP | 3.97M | 8.86% | — | 3.45M | — | — | HC | Delaware | 2022-02-04 | ↗ |
| 3 | Wellington Investment Advisors Holdings LLP | 3.97M | 8.86% | — | 3.45M | — | — | HC | Delaware | 2022-02-04 | ↗ |
| 4 | Wellington Management Group LLP | 3.97M | 8.86% | — | 3.45M | — | — | HC | Delaware | 2022-02-04 | ↗ |
| 5 | Wellington Management Company LLP | 3.77M | 8.42% | — | 3.35M | — | — | IA | Delaware | 2022-02-04 | ↗ |
| 6 | JPMORGAN CHASE & CO13-2624428 | 3.69M | 8.60% | 3.21M | 1.5K | 3.66M | 26.9K | HC | Delaware | 2018-01-11 | ↗ |
| 7 | EIN #00-0000000 | 3.39M | 7.60% | — | 3.39M | — | 3.39M | IA, HC | Jersey, Channel Islands | 2022-02-11 | ↗ |
| 8 | JPMORGAN CHASE & CO.13-2624428 | 2.37M | 5.20% | 2.28M | 180.00 | 2.32M | 46.0K | HC | Delaware | 2022-01-18 | ↗ |
| 9 | David J. Greene and Company, LLC | 2.32M | 7.79% | — | 4.35M | — | 4.35M | BD, IA, OO | Jersey, Channel Islands | 2017-09-12 | ↗ |
| 10 | Eaton Vance Management 04-3101341 | 2.22M | 11.00% | 2.22M | — | 2.22M | — | IA | United States of America | 2020-02-13 | ↗ |
| 11 | Christian Asmar | 2.18M | 5.00% | — | 2.18M | — | 10.00 | IN | United States of America | 2022-12-09 | ↗ |
| 12 | Impactive Capital LLC | 2.18M | 5.00% | — | 2.18M | — | 10.00 | OO | Delaware | 2022-12-09 | ↗ |
| 13 | Impactive Capital LP | 2.18M | 5.00% | — | 2.18M | — | 10.00 | IA, PN | Delaware | 2022-12-09 | ↗ |
| 14 | Lauren Taylor Wolfe | 2.18M | 5.00% | — | 2.18M | — | 10.00 | IN | United States of America | 2022-12-09 | ↗ |
| 15 | Morgan Stanley | 2.12M | 5.20% | — | 2.01M | — | 2.06M | HC, CO | Delaware. | 2024-11-08 | ↗ |
| 16 | Charles R. Kaye | 177.2K | 1.00% | — | 177.2K | — | 10.00 | IN | United States of America | 2017-08-16 | ↗ |
| 17 | Joseph P. Landy | 177.2K | 1.00% | — | 177.2K | — | 10.00 | IN | United States of America | 2017-08-16 | ↗ |
| 18 | Mustang HoldCo II LLC | 177.2K | 1.00% | — | 177.2K | — | 10.00 | OO | Delaware | 2017-08-16 | ↗ |
| 19 | WP (Lexington) Holdings II, L.P. | 177.2K | 1.00% | — | 177.2K | — | 10.00 | PN | Delaware | 2017-08-16 | ↗ |
| 20 | WP Mustang Co-Invest LLC | 177.2K | 1.00% | — | 177.2K | — | 10.00 | OO | Delaware | 2017-08-16 | ↗ |
| 21 | WP Mustang Co-Invest-B L.P. | 177.2K | 1.00% | — | 177.2K | — | 10.00 | PN | Delaware | 2017-08-16 | ↗ |
| 22 | WP Mustang Co-Invest-C L.P. | 177.2K | 1.00% | — | 177.2K | — | 10.00 | PN | Delaware | 2017-08-16 | ↗ |
| 23 | Warburg Pincus & Company US, LLC | 177.2K | 1.00% | — | 177.2K | — | 10.00 | OO | New York | 2017-08-16 | ↗ |
| 24 | Warburg Pincus (Bermuda) Private Equity GP Ltd. | 177.2K | 1.00% | — | 177.2K | — | 10.00 | OO | Bermuda | 2017-08-16 | ↗ |
| 25 | Warburg Pincus (Bermuda) XI, Ltd. | 177.2K | 1.00% | — | 177.2K | — | 10.00 | OO | Bermuda | 2017-08-16 | ↗ |
| 26 | Warburg Pincus (E&P) XI LLC | 177.2K | 1.00% | — | 177.2K | — | 10.00 | OO | Delaware | 2017-08-16 | ↗ |
| 27 | Warburg Pincus LLC | 177.2K | 1.00% | — | 177.2K | — | 10.00 | OO | New York | 2017-08-16 | ↗ |
| 28 | Warburg Pincus Partners (E&P) XI LLC | 177.2K | 1.00% | — | 177.2K | — | 10.00 | OO | Delaware | 2017-08-16 | ↗ |
| 29 | Warburg Pincus Partners II (Cayman), L.P. | 177.2K | 1.00% | — | 177.2K | — | 10.00 | PN | Cayman Islands | 2017-08-16 | ↗ |
| 30 | Warburg Pincus Partners II (US), L.P. | 177.2K | 1.00% | — | 177.2K | — | 10.00 | PN | Delaware | 2017-08-16 | ↗ |
| 31 | Warburg Pincus Private Equity (Lexington) XI – A, L.P. | 177.2K | 1.00% | — | 177.2K | — | 10.00 | PN | Delaware | 2017-08-16 | ↗ |
| 32 | Warburg Pincus XI (E&P) Partners - B, L.P. | 177.2K | 1.00% | — | 177.2K | — | 10.00 | PN | Delaware | 2017-08-16 | ↗ |
| 33 | Warburg Pincus XI (Lexington) Partners – A, L.P. | 177.2K | 1.00% | — | 177.2K | — | 10.00 | PN | Delaware | 2017-08-16 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 48.1K +48.1K (+100.0%) | 7.16B +7.2B (+100.0%) | 0.14% +0.140 pp | 5.34% +5.344 pp | USD148.98 +0.0% | 1 qtrs NEW |
| 2 | JANUS HENDERSON GROUP PLC | 3.87M +7.0K (+0.2%) | 576.85M -32.0M (-5.3%) | 10.91% -0.361 pp | 0.26% -0.020 pp | USD121.82 +22.3% | 53 qtrs — |
| 3 | VANGUARD GROUP INC | 3.22M -39.9K (-1.2%) | 480.06M -33.8M (-6.6%) | 9.37% -0.144 pp | 0.01% -0.001 pp | USD112.09 +32.9% | 53 qtrs — |
| 4 | BLACKROCK, INC. | 3.06M +2.4K (+0.1%) | 455.69M -25.8M (-5.4%) | 8.89% -0.019 pp | 0.01% -0.001 pp | USD209.68 -28.9% | 6 qtrs — |
| 5 | PAR CAPITAL MANAGEMENT INC | 2.25M +400.5K (+21.6%) | 335.50M +43.8M (+15.0%) | 6.34% +0.946 pp | 8.87% +0.328 pp | USD139.41 +6.9% | 45 qtrs — |
| 6 | IMPACTIVE CAPITAL LP | 2.20M +— (+0.0%) | 327.05M -18.8M (-5.4%) | 6.18% -0.216 pp | 20.82% +4.195 pp | USD175.51 -15.1% | 20 qtrs — |
| 7 | MORGAN STANLEY | 2.11M -620.6K (-22.7%) | 314.51M -115.8M (-26.9%) | 6.14% -1.827 pp | 0.02% -0.007 pp | USD165.09 -9.8% | 51 qtrs — |
| 8 | BOSTON PARTNERS | 1.45M +174.1K (+13.7%) | 215.95M +15.3M (+7.6%) | 4.08% +0.365 pp | 0.22% +0.018 pp | USD147.17 +1.2% | 3 qtrs — |
| 9 | FMR LLC | 1.15M +73.5K (+6.8%) | 170.81M +1.8M (+1.0%) | 3.23% +0.101 pp | 0.01% 0.000 pp | USD194.42 -23.4% | 53 qtrs — |
| 10 | STATE STREET CORP | 1.06M -9.9K (-0.9%) | 158.18M -10.6M (-6.3%) | 3.09% -0.038 pp | 0.01% -0.001 pp | USD120.77 +23.4% | 51 qtrs — |
| 11 | AQR CAPITAL MANAGEMENT LLC | 889.8K +790.3K (+794.0%) | 132.56M +116.9M (+745.5%) | 2.51% +2.216 pp | 0.07% +0.060 pp | USD150.54 -1.0% | 16 qtrs — |
| 12 | EARNEST PARTNERS LLC | 889.7K -18.1K (-2.0%) | 132.54M -10.5M (-7.3%) | 2.59% -0.060 pp | 0.57% -0.052 pp | USD207.34 -28.1% | 6 qtrs — |
| 13 | RIVER ROAD ASSET MANAGEMENT, LLC | 776.0K -12.0K (-1.5%) | 115.61M -8.5M (-6.9%) | 2.19% -0.112 pp | 1.27% -0.123 pp | USD159.55 -6.6% | 14 qtrs — |
| 14 | LYRICAL ASSET MANAGEMENT LP | 773.9K -56.4K (-6.8%) | 115.30M -15.5M (-11.9%) | 2.25% -0.171 pp | 1.51% -0.336 pp | USD231.24 -35.6% | 8 qtrs — |
| 15 | BANK OF AMERICA CORP /DE/ | 725.2K -153.9K (-17.5%) | 108.03M -30.4M (-22.0%) | 2.11% -0.455 pp | 0.01% -0.002 pp | USD167.17 -10.9% | 52 qtrs — |
| 16 | DIMENSIONAL FUND ADVISORS LP | 687.7K +44.8K (+7.0%) | 102.45M +1.2M (+1.2%) | 2.00% +0.125 pp | 0.02% 0.000 pp | USD152.20 -2.1% | 51 qtrs — |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | 639.0K +7.0K (+1.1%) | 95.21M -4.4M (-4.4%) | 1.86% +0.015 pp | 0.01% -0.001 pp | USD140.25 +6.2% | 53 qtrs — |
| 18 | SEI INVESTMENTS CO | 549.8K +53.0K (+10.7%) | 81.91M +3.7M (+4.7%) | 1.55% +0.101 pp | 0.08% -0.003 pp | USD198.16 -24.8% | 45 qtrs — |
| 19 | HAWK RIDGE CAPITAL MANAGEMENT LP | 454.3K +8.1K (+1.8%) | 67.68M -2.6M (-3.7%) | 1.28% -0.021 pp | 3.12% -0.226 pp | USD148.82 +0.1% | 4 qtrs — |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 445.6K +11.4K (+2.6%) | 66.38M -2.0M (-3.0%) | 1.26% -0.011 pp | 0.01% -0.001 pp | USD142.72 +4.4% | 53 qtrs — |
| 21 | UBS GROUP AG | 429.8K -4.3K (-1.0%) | 64.04M -4.4M (-6.4%) | 1.25% -0.016 pp | 0.01% 0.000 pp | USD167.68 -11.2% | 45 qtrs — |
| 22 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 408.0K -67.4K (-14.2%) | 63.94M -12.2M (-16.0%) | 1.15% -0.237 pp | 0.58% -0.088 pp | USD150.05 -0.7% | 52 qtrs — |
| 23 | TURTLE CREEK ASSET MANAGEMENT INC. | 422.4K -169.8K (-28.7%) | 62.93M -30.4M (-32.5%) | 1.19% -0.537 pp | 2.77% -0.046 pp | USD157.53 -5.4% | 2 qtrs — |
| 24 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 381.3K +34.5K (+10.0%) | 56.81M +2.2M (+4.0%) | 1.11% +0.097 pp | 0.17% +0.001 pp | USD164.42 -9.4% | 14 qtrs — |
| 25 | FEDERATED HERMES, INC. | 349.5K -42.8K (-10.9%) | 52.06M -9.7M (-15.8%) | 1.02% -0.128 pp | 0.09% -0.022 pp | USD192.34 -22.5% | 53 qtrs — |
| 26 | SNYDER CAPITAL MANAGEMENT L P | 348.2K +172.7K (+98.5%) | 51.87M +24.2M (+87.7%) | 1.01% +0.501 pp | 0.97% +0.444 pp | USD170.59 -12.7% | 6 qtrs — |
| 27 | JPMORGAN CHASE & CO | 340.8K -39.6K (-10.4%) | 50.78M -9.2M (-15.3%) | 0.99% -0.118 pp | 0.00% 0.000 pp | USD168.95 -11.8% | 51 qtrs — |
| 28 | NORGES BANK | 337.0K +337.0K (+100.0%) | 50.20M +50.2M (+100.0%) | 0.98% +0.980 pp | 0.01% +0.005 pp | USD148.98 +0.0% | 1 qtrs NEW |
| 29 | ARIEL INVESTMENTS, LLC | 336.8K -4.1K (-1.2%) | 50.18M -3.5M (-6.6%) | 0.95% -0.045 pp | 0.54% -0.033 pp | USD183.62 -18.9% | 6 qtrs — |
| 30 | SUNRIVER MANAGEMENT LLC | 329.2K +21.1K (+6.8%) | 49.04M +508.8K (+1.0%) | 0.93% +0.029 pp | 5.14% -0.134 pp | USD181.60 -18.0% | 6 qtrs — |
| 31 | NORTHERN TRUST CORP | 319.5K +18.1K (+6.0%) | 47.59M +118.4K (+0.2%) | 0.90% +0.021 pp | 0.01% +0.000 pp | USD118.66 +25.6% | 51 qtrs — |
| 32 | NEW SOUTH CAPITAL MANAGEMENT INC | 268.0K +231.2K (+627.0%) | 39.93M +34.1M (+587.6%) | 0.78% +0.672 pp | 1.84% +1.573 pp | USD147.78 +0.8% | 17 qtrs — |
| 33 | GOTHAM ASSET MANAGEMENT, LLC | 267.4K -3.5K (-1.3%) | 39.84M -2.8M (-6.7%) | 0.78% -0.013 pp | 0.15% -0.040 pp | USD163.76 -9.0% | 17 qtrs — |
| 34 | WELLINGTON MANAGEMENT GROUP LLP | 265.9K -40.5K (-13.2%) | 39.61M -8.7M (-17.9%) | 0.75% -0.144 pp | 0.01% -0.002 pp | USD111.67 +33.4% | 53 qtrs — |
| 35 | GOLDMAN SACHS GROUP INC | 239.3K +40.9K (+20.6%) | 35.65M +4.4M (+14.0%) | 0.67% +0.096 pp | 0.00% +0.001 pp | USD157.46 -5.4% | 53 qtrs — |
| 36 | BANK OF NEW YORK MELLON CORP | 231.6K -56.6K (-19.6%) | 34.50M -10.9M (-24.0%) | 0.67% -0.167 pp | 0.01% -0.003 pp | USD132.98 +12.0% | 53 qtrs — |
| 37 | LAKEWOOD CAPITAL MANAGEMENT, LP | 228.0K +22.5K (+11.0%) | 33.96M +1.6M (+4.9%) | 0.64% +0.043 pp | 2.25% -0.195 pp | USD148.38 +0.4% | 3 qtrs — |
| 38 | NEUBERGER BERMAN GROUP LLC | 214.8K -15.5K (-6.7%) | 32.00M -4.3M (-11.8%) | 0.61% -0.066 pp | 0.02% -0.003 pp | USD131.15 +13.6% | 53 qtrs — |
| 39 | PRIMECAP MANAGEMENT CO/CA/ | 214.6K -19.0K (-8.1%) | 31.97M -4.8M (-13.1%) | 0.62% -0.057 pp | 0.02% -0.004 pp | USD188.44 -20.9% | 20 qtrs — |
| 40 | LOOMIS SAYLES & CO L P | 179.6K +23.1K (+14.8%) | 26.75M +2.1M (+8.5%) | 0.52% +0.066 pp | 0.03% +0.003 pp | USD144.11 +3.4% | 53 qtrs — |
| 41 | RICE HALL JAMES & ASSOCIATES, LLC | 174.1K +153.0 (+0.1%) | 25.94M -1.5M (-5.3%) | 0.51% -0.001 pp | 1.43% -0.066 pp | USD191.18 -22.1% | 7 qtrs — |
| 42 | SOLEL PARTNERS LP | 167.0K +48.9K (+41.4%) | 24.88M +6.3M (+33.7%) | 0.47% +0.126 pp | 4.02% +0.445 pp | USD155.03 -3.9% | 2 qtrs — |
| 43 | UBS ASSET MANAGEMENT AMERICAS INC | 124.2K -4.8K (-3.8%) | 18.50M -1.8M (-9.0%) | 0.35% -0.026 pp | 0.00% -0.001 pp | USD173.43 -14.1% | 52 qtrs — |
| 44 | POINT72 ASSET MANAGEMENT, L.P. | 122.8K +78.4K (+176.5%) | 18.30M +11.3M (+161.5%) | 0.35% +0.217 pp | 0.02% +0.009 pp | USD148.42 +0.4% | 4 qtrs — |
| 45 | NEW YORK STATE COMMON RETIREMENT FUND | 121.3K -798.0 (-0.7%) | 18.07M -1.2M (-6.0%) | 0.35% -0.003 pp | 0.02% -0.001 pp | USD192.74 -22.7% | 53 qtrs — |
| 46 | RHUMBLINE ADVISERS | 104.2K -2.0K (-1.9%) | 15.53M -1.2M (-7.2%) | 0.30% -0.007 pp | 0.01% -0.001 pp | USD116.62 +27.7% | 51 qtrs — |
| 47 | NATIXIS ADVISORS, L.P. | 103.2K +4.7K (+4.8%) | 15.38M -138.0K (-0.9%) | 0.30% +0.013 pp | 0.02% -0.001 pp | USD178.24 -16.4% | 53 qtrs — |
| 48 | QUANTINNO CAPITAL MANAGEMENT LP | 100.5K +20.9K (+26.3%) | 14.97M +2.4M (+19.4%) | 0.28% +0.051 pp | 0.03% -0.004 pp | USD153.29 -2.8% | 17 qtrs — |
| 49 | CAPITAL WORLD INVESTORS | 95.8K +34.7K (+56.9%) | 14.27M +4.7M (+48.3%) | 0.28% +0.100 pp | 0.00% +0.001 pp | USD151.43 -1.6% | 3 qtrs — |
| 50 | CLIFFORD CAPITAL PARTNERS LLC | 95.3K +95.3K (+100.0%) | 14.20M +14.2M (+100.0%) | 0.27% +0.269 pp | 2.41% +2.413 pp | USD148.98 +0.0% | 1 qtrs NEW |
| 51 | INCLINE GLOBAL MANAGEMENT LLC | 91.4K -7.6K (-7.7%) | 13.61M -2.0M (-12.7%) | 0.27% -0.023 pp | 4.65% +0.027 pp | USD163.36 -8.8% | 19 qtrs — |
| 52 | INVESCO LTD. | 85.4K +10.5K (+14.1%) | 12.73M +929.6K (+7.9%) | 0.25% +0.030 pp | 0.00% +0.000 pp | USD171.96 -13.4% | 53 qtrs — |
| 53 | NUVEEN, LLC | 84.4K -1.5K (-1.7%) | 12.58M -957.3K (-7.1%) | 0.25% -0.005 pp | 0.00% 0.000 pp | USD157.02 -5.1% | 4 qtrs — |
| 54 | AMERIPRISE FINANCIAL INC | 80.7K -11.3K (-12.2%) | 12.03M -2.5M (-17.0%) | 0.23% -0.041 pp | 0.00% -0.001 pp | USD149.16 -0.1% | 51 qtrs — |
| 55 | RAYMOND JAMES FINANCIAL INC | 74.3K -9.6K (-11.4%) | 11.08M -2.1M (-16.2%) | 0.21% -0.035 pp | 0.00% -0.001 pp | USD169.42 -12.1% | 5 qtrs — |
| 56 | PRINCIPAL FINANCIAL GROUP INC | 73.8K -2.4K (-3.1%) | 10.99M -1.0M (-8.4%) | 0.21% -0.014 pp | 0.01% 0.000 pp | USD135.98 +9.6% | 53 qtrs — |
| 57 | CENTERBOOK PARTNERS LP | 70.8K +50.8K (+252.7%) | 10.55M +7.4M (+233.6%) | 0.21% +0.147 pp | 0.52% +0.359 pp | USD151.40 -1.6% | 15 qtrs — |
| 58 | IEQ CAPITAL, LLC | 69.1K +51.9K (+303.5%) | 10.29M +7.6M (+281.6%) | 0.19% +0.145 pp | 0.03% +0.023 pp | USD151.12 -1.4% | 9 qtrs — |
| 59 | MILLENNIUM MANAGEMENT LLC | 68.9K +49.2K (+249.6%) | 10.27M +7.2M (+230.6%) | 0.20% +0.143 pp | 0.00% +0.003 pp | USD152.47 -2.3% | 37 qtrs — |
| 60 | NOMURA HOLDINGS INC | 68.5K +68.5K (+100.0%) | 10.20M +10.2M (+100.0%) | 0.19% +0.193 pp | 0.01% +0.014 pp | USD148.98 +0.0% | 1 qtrs NEW |
| 61 | THOMPSON SIEGEL & WALMSLEY LLC | 68.3K +971.0 (+1.4%) | 10.18M -431.0K (-4.1%) | 0.20% +0.002 pp | 0.17% -0.001 pp | USD168.17 -11.4% | 25 qtrs — |
| 62 | RETIREMENT SYSTEMS OF ALABAMA | 68.1K -274.0 (-0.4%) | 10.14M -625.0K (-5.8%) | 0.19% -0.008 pp | 0.03% -0.003 pp | USD132.20 +12.7% | 52 qtrs — |
| 63 | GATOR CAPITAL MANAGEMENT, LLC | 66.5K +555.0 (+0.8%) | 9.91M -481.3K (-4.6%) | 0.19% -0.005 pp | 2.01% -0.626 pp | USD150.80 -1.2% | 8 qtrs — |
| 64 | SPINNAKER TRUST | 66.0K +330.0 (+0.5%) | 9.83M -512.0K (-5.0%) | 0.19% +0.000 pp | 0.53% -0.048 pp | USD197.18 -24.4% | 21 qtrs — |
| 65 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 65.9K -3.0K (-4.3%) | 9.81M -1.0M (-9.5%) | 0.19% -0.009 pp | 0.01% -0.001 pp | USD143.23 +4.0% | 53 qtrs — |
| 66 | ENVESTNET ASSET MANAGEMENT INC | 65.4K -2.3K (-3.5%) | 9.74M -927.7K (-8.7%) | 0.19% -0.007 pp | 0.00% 0.000 pp | USD188.05 -20.8% | 51 qtrs — |
| 67 | SWISS NATIONAL BANK | 64.2K +1.1K (+1.7%) | 9.57M -375.9K (-3.8%) | 0.19% +0.003 pp | 0.01% 0.000 pp | USD124.93 +19.3% | 51 qtrs — |
| 68 | LIGHTROCK NETHERLANDS B.V. | 62.5K +18.7K (+42.7%) | 9.31M +3.4M (+58.6%) | 0.18% +0.048 pp | 1.93% +0.395 pp | USD150.69 -1.1% | 4 qtrs — |
| 69 | BRIDGEWATER ASSOCIATES, LP | 57.9K +38.7K (+202.1%) | 8.62M +5.6M (+185.7%) | 0.16% +0.107 pp | 0.03% +0.020 pp | USD151.81 -1.9% | 2 qtrs — |
| 70 | STATE OF WISCONSIN INVESTMENT BOARD | 51.9K +811.0 (+1.6%) | 7.73M -316.1K (-3.9%) | 0.15% -0.003 pp | 0.02% -0.001 pp | USD160.90 -7.4% | 43 qtrs — |
| 71 | LEGAL & GENERAL GROUP PLC | 49.5K -4.6K (-8.5%) | 7.37M -1.1M (-13.5%) | 0.14% -0.014 pp | 0.00% 0.000 pp | USD148.50 +0.3% | 46 qtrs — |
| 72 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 46.8K -436.0 (-0.9%) | 6.97M -469.0K (-6.3%) | 0.13% -0.006 pp | 0.01% -0.001 pp | USD97.93 +52.1% | 51 qtrs — |
| 73 | JANE STREET GROUP, LLC | 42.5K +25.1K (+144.7%) | 6.33M +3.6M (+131.4%) | 0.12% +0.069 pp | 0.00% +0.001 pp | USD152.47 -2.3% | 24 qtrs — |
| 74 | RHINO INVESTMENT PARTNERS, INC | 42.0K -14.2K (-25.3%) | 6.26M -2.6M (-29.4%) | 0.12% -0.046 pp | 1.77% -1.020 pp | USD149.87 -0.6% | 3 qtrs — |
| 75 | PENSERRA CAPITAL MANAGEMENT LLC | 42.0K -2.9K (-6.5%) | 6.25M -815.0K (-11.5%) | 0.12% -0.009 pp | 0.07% -0.010 pp | USD233.92 -36.3% | 8 qtrs — |
| 76 | CITIGROUP INC | 40.4K +16.3K (+67.6%) | 6.02M +2.2M (+58.5%) | 0.11% +0.044 pp | 0.00% +0.001 pp | USD163.51 -8.9% | 53 qtrs — |
| 77 | FIRST TRUST ADVISORS LP | 39.9K +23.4K (+142.5%) | 5.94M +3.3M (+129.3%) | 0.11% +0.064 pp | 0.00% +0.002 pp | USD152.78 -2.5% | 15 qtrs — |
| 78 | WELLS FARGO & COMPANY/MN | 38.9K -3.1K (-7.3%) | 5.79M -814.3K (-12.3%) | 0.11% -0.009 pp | 0.00% 0.000 pp | USD165.63 -10.1% | 53 qtrs — |
| 79 | ALLIANCEBERNSTEIN L.P. | 38.5K -6.9K (-15.3%) | 5.74M -1.4M (-19.9%) | 0.11% -0.021 pp | 0.00% 0.000 pp | USD164.44 -9.4% | 53 qtrs — |
| 80 | CERITY PARTNERS LLC | 37.8K +32.4K (+606.9%) | 5.62M +4.8M (+568.5%) | 0.11% +0.094 pp | 0.01% +0.007 pp | USD154.45 -3.5% | 8 qtrs — |
| 81 | CAMBIAR INVESTORS LLC | 35.6K -5.1K (-12.5%) | 5.31M -1.1M (-17.2%) | 0.10% -0.018 pp | 0.24% -0.055 pp | USD182.64 -18.4% | 20 qtrs — |
| 82 | SWEDBANK AB | 35.3K +— (+0.0%) | 5.26M -301.8K (-5.4%) | 0.10% 0.000 pp | 0.01% -0.001 pp | USD175.46 -15.1% | 7 qtrs — |
| 83 | ROYAL BANK OF CANADA | 34.8K +8.4K (+31.8%) | 5.19M +1.0M (+24.7%) | 0.10% +0.024 pp | 0.00% +0.000 pp | USD149.54 -0.4% | 51 qtrs — |
| 84 | COMERICA BANK | 31.8K +10.5K (+49.3%) | 4.73M +1.4M (+41.2%) | 0.09% +0.027 pp | 0.02% +0.006 pp | USD170.19 -12.5% | 10 qtrs — |
| 85 | D. E. SHAW & CO., INC. | 31.5K -8.0K (-20.2%) | 4.70M -1.5M (-24.5%) | 0.09% -0.026 pp | 0.00% -0.001 pp | USD176.51 -15.6% | 14 qtrs — |
| 86 | PRICE T ROWE ASSOCIATES INC /MD/ | 31.5K +809.0 (+2.6%) | 4.69M -142.0K (-2.9%) | 0.09% +0.002 pp | 0.00% +0.000 pp | USD166.94 -10.8% | 53 qtrs — |
| 87 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 31.3K +31.3K (+100.0%) | 4.67M +4.7M (+100.0%) | 0.09% +0.091 pp | 0.04% +0.037 pp | USD148.98 +0.0% | 1 qtrs NEW |
| 88 | OVERSEA-CHINESE BANKING CORP LTD | 31.1K +825.0 (+2.7%) | 4.63M -135.9K (-2.9%) | 0.09% -0.001 pp | 0.12% +0.005 pp | USD170.20 -12.5% | 13 qtrs — |
| 89 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 30.9K -30.0 (-0.1%) | 4.61M -269.1K (-5.5%) | 0.09% -0.003 pp | 0.00% 0.000 pp | USD108.58 +37.2% | 52 qtrs — |
| 90 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30.6K +10.6K (+53.0%) | 4.56M +1.4M (+44.7%) | 0.09% +0.031 pp | 0.00% +0.000 pp | USD170.39 -12.6% | 44 qtrs — |
| 91 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 30.1K -1.3K (-4.0%) | 4.49M -454.7K (-9.2%) | 0.09% -0.004 pp | 0.01% -0.001 pp | USD116.64 +27.7% | 51 qtrs — |
| 92 | WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 29.4K -2.1K (-6.6%) | 4.39M -578.8K (-11.7%) | 0.09% -0.006 pp | 0.05% -0.007 pp | USD202.09 -26.3% | 26 qtrs — |
| 93 | 13D MANAGEMENT LLC | 29.4K +29.4K (+100.0%) | 4.37M +4.4M (+100.0%) | 0.08% +0.083 pp | 5.20% +5.203 pp | USD148.98 +0.0% | 1 qtrs NEW |
| 94 | CROSSMARK GLOBAL HOLDINGS, INC. | 29.2K +9.4K (+47.5%) | 4.35M +1.2M (+39.5%) | 0.08% +0.025 pp | 0.06% +0.016 pp | USD155.91 -4.4% | 34 qtrs — |
| 95 | HM PAYSON & CO | 28.7K +815.0 (+2.9%) | 4.27M -116.9K (-2.7%) | 0.08% +0.002 pp | 0.06% -0.003 pp | USD196.18 -24.1% | 53 qtrs — |
| 96 | LONG ROAD INVESTMENT COUNSEL, LLC | 27.4K -240.0 (-0.9%) | 4.09M -272.4K (-6.2%) | 0.08% -0.003 pp | 1.55% +0.005 pp | USD154.49 -3.6% | 23 qtrs — |
| 97 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 27.2K +394.0 (+1.5%) | 4.05M -168.7K (-4.0%) | 0.08% -0.002 pp | 0.00% 0.000 pp | USD171.42 -13.1% | 51 qtrs — |
| 98 | SCHONFELD STRATEGIC ADVISORS LLC | 26.8K +8.1K (+43.5%) | 3.99M +1.0M (+35.7%) | 0.08% +0.021 pp | 0.02% +0.001 pp | USD154.92 -3.8% | 12 qtrs — |
| 99 | LPL FINANCIAL LLC | 24.7K -2.9K (-10.5%) | 3.69M -670.7K (-15.4%) | 0.07% -0.009 pp | 0.00% 0.000 pp | USD178.10 -16.4% | 35 qtrs — |
| 100 | DANA INVESTMENT ADVISORS, INC. | 24.6K -24.0 (-0.1%) | 3.67M -214.5K (-5.5%) | 0.07% 0.000 pp | 0.11% -0.007 pp | USD237.31 -37.2% | 8 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-18 | GROCH JAMES R | Director | P-Purchase | A | Common Stock | 1,500 | 142.95 | 214.4K | 17,957 | D | ↗ |
| 2026-05-15 | Sobbott Susan | Director | M-Exempt | A | Common Stock | 1,567 | 0.00 | — | 7,881 | D | ↗ |
| 2026-05-15 | Smith Stephen Montgomery | Director | M-Exempt | D | Restricted Stock Units | 1,567 | 0.00 | — | 0 | D | ↗ |
| 2026-05-15 | Roman Derrick A. | Director | M-Exempt | D | Restricted Stock Units | 1,567 | 0.00 | — | 0 | D | ↗ |
| 2026-05-15 | GROCH JAMES R | Director | M-Exempt | D | Restricted Stock Units | 1,567 | 0.00 | — | 0 | D | ↗ |
| 2026-05-15 | Cardwell Aimee | Director | M-Exempt | D | Restricted Stock Units | 1,567 | 0.00 | — | 0 | D | ↗ |
| 2026-05-15 | Callahan Don | Director | M-Exempt | D | Restricted Stock Units | 1,567 | 0.00 | — | 0 | D | ↗ |
| 2026-05-14 | Wolfe Lauren Taylor | Director | A-Award | A | Restricted Stock Units | 2,352 | 0.00 | — | 2,352 | I | ↗ |
| 2026-05-14 | Sobbott Susan | Director | A-Award | A | Restricted Stock Units | 1,605 | 0.00 | — | 1,605 | D | ↗ |
| 2026-05-14 | Smith Stephen Montgomery | Director | A-Award | A | Restricted Stock Units | 1,605 | 0.00 | — | 1,605 | D | ↗ |
| 2026-05-14 | Roman Derrick A. | Director | A-Award | A | Restricted Stock Units | 1,605 | 0.00 | — | 1,605 | D | ↗ |
| 2026-05-14 | GROCH JAMES R | Director | A-Award | A | Restricted Stock Units | 1,605 | 0.00 | — | 1,605 | D | ↗ |
| 2026-05-14 | Foss David B | Director | A-Award | A | Restricted Stock Units | 2,352 | 0.00 | — | 2,352 | D | ↗ |
| 2026-05-14 | Cardwell Aimee | Director | A-Award | A | Restricted Stock Units | 1,605 | 0.00 | — | 1,605 | D | ↗ |
| 2026-05-14 | Callahan Don | Director | A-Award | A | Restricted Stock Units | 1,605 | 0.00 | — | 1,605 | D | ↗ |
| 2026-05-14 | Alemany Ellen R | Director | — | — | Common Stock | 0 | 0.00 | — | 6,000 | I | ↗ |
| 2026-05-14 | Adams Kurt Patrick | Director | — | — | Common Stock | 0 | 0.00 | — | 300 | D | ↗ |
| 2026-04-16 | Dearborn Joel Alan JR | Officer | S-Sale | D | Common Stock | 3,500 | 175.00 | 612.5K | 22,872 | D | ↗ |
| 2026-04-01 | Dearborn Joel Alan JR | Officer | S-Sale | D | Common Stock | 341 | 150.32 | 51.3K | 29,365 | D | ↗ |
| 2026-03-31 | GROCH JAMES R | Director | A-Award | A | Common Stock | 171 | 0.00 | — | 14,890 | D | ↗ |
| 2026-03-31 | Callahan Don | Director | A-Award | A | Common Stock | 171 | 0.00 | — | 10,510 | D | ↗ |
| 2026-03-19 | Kimball Jennifer | Officer | S-Sale | D | Common Stock | 104 | 147.66 | 15.4K | 6,099 | D | ↗ |
| 2026-03-17 | Trickett Sara | Officer | M-Exempt | A | Common Stock | 533 | 0.00 | — | 3,711 | D | ↗ |
| 2026-03-17 | Stroup Karen B. | Officer | M-Exempt | D | Restricted Stock Units | 843 | 0.00 | — | 1,688 | D | ↗ |
| 2026-03-17 | Smith Melissa D | Director / Officer | M-Exempt | A | Common Stock | 7,515 | 0.00 | — | 115,149 | D | ↗ |
| 2026-03-17 | Narula Jagtar | Officer | M-Exempt | D | Market Share Units | 1,333 | 0.00 | — | 2,464 | D | ↗ |
| 2026-03-17 | Kimball Jennifer | Officer | M-Exempt | D | Market Share Units | 310 | 0.00 | — | 576 | D | ↗ |
| 2026-03-17 | Drew Ann Elena | Officer | M-Exempt | A | Common Stock | 533 | 0.00 | — | 11,625 | D | ↗ |
| 2026-03-17 | Deshaies Robert Joseph | Officer | F-InKind | D | Common Stock | 335 | 156.79 | 52.5K | 23,130 | D | ↗ |
| 2026-03-17 | Dearborn Joel Alan JR | Officer | M-Exempt | A | Common Stock | 888 | 0.00 | — | 30,266 | D | ↗ |
| 2026-03-17 | DHAWAN SACHIN | Officer | M-Exempt | A | Common Stock | 1,333 | 0.00 | — | 15,820 | D | ↗ |
| 2026-03-17 | Carriedo Carlos | Officer | F-InKind | D | Common Stock | 786 | 156.79 | 123.2K | 11,934 | D | ↗ |
| 2026-03-16 | Trickett Sara | Officer | A-Award | A | Market Share Units | 3,301 | 0.00 | — | 3,301 | D | ↗ |
| 2026-03-16 | Stroup Karen B. | Officer | A-Award | A | Market Share Units | 4,019 | 0.00 | — | 4,019 | D | ↗ |
| 2026-03-16 | Smith Melissa D | Director / Officer | A-Award | A | Market Share Units | 21,570 | 0.00 | — | 21,570 | D | ↗ |
| 2026-03-16 | Narula Jagtar | Officer | A-Award | A | Restricted Stock Units | 9,823 | 0.00 | — | 9,823 | D | ↗ |
| 2026-03-16 | Kuohn Sandra D. | Officer | A-Award | A | Market Share Units | 2,679 | 0.00 | — | 2,679 | D | ↗ |
| 2026-03-16 | Kimball Jennifer | Officer | A-Award | A | Market Share Units | 893 | 0.00 | — | 893 | D | ↗ |
| 2026-03-16 | Drew Ann Elena | Officer | A-Award | A | Restricted Stock Units | 3,062 | 0.00 | — | 3,062 | D | ↗ |
| 2026-03-16 | Deshaies Robert Joseph | Officer | A-Award | A | Restricted Stock Units | 5,358 | 0.00 | — | 5,358 | D | ↗ |
| 2026-03-16 | Dearborn Joel Alan JR | Officer | A-Award | A | Market Share Units | 4,784 | 0.00 | — | 4,784 | D | ↗ |
| 2026-03-16 | DHAWAN SACHIN | Officer | A-Award | A | Restricted Stock Units | 10,205 | 0.00 | — | 10,205 | D | ↗ |
| 2026-03-16 | Carriedo Carlos | Officer | A-Award | A | Market Share Units | 4,975 | 0.00 | — | 4,975 | D | ↗ |
| 2026-03-15 | Trickett Sara | Officer | M-Exempt | A | Common Stock | 79 | 0.00 | — | 2,278 | D | ↗ |
| 2026-03-15 | Stroup Karen B. | Officer | M-Exempt | D | Restricted Stock Units | 7,112 | 0.00 | — | 0 | D | ↗ |
| 2026-03-15 | Smith Melissa D | Director / Officer | M-Exempt | D | Restricted Stock Units | 36,916 | 0.00 | — | 0 | D | ↗ |
| 2026-03-15 | Narula Jagtar | Officer | M-Exempt | D | Market Share Units | 613 | 0.00 | — | 1,110 | D | ↗ |
| 2026-03-15 | Kimball Jennifer | Officer | M-Exempt | D | Restricted Stock Units | 201 | 0.00 | — | 202 | D | ↗ |
| 2026-03-15 | Drew Ann Elena | Officer | M-Exempt | D | Restricted Stock Units | 2,929 | 0.00 | — | 0 | D | ↗ |
| 2026-03-15 | Deshaies Robert Joseph | Officer | M-Exempt | A | Common Stock | 1,175 | 0.00 | — | 16,034 | D | ↗ |
| 2026-03-15 | Dearborn Joel Alan JR | Officer | M-Exempt | D | Market Share Units | 386 | 0.00 | — | 700 | D | ↗ |
| 2026-03-15 | DHAWAN SACHIN | Officer | M-Exempt | D | Restricted Stock Units | 753 | 0.00 | — | 756 | D | ↗ |
| 2026-03-15 | Carriedo Carlos | Officer | M-Exempt | D | Restricted Stock Units | 964 | 0.00 | — | 967 | D | ↗ |
| 2026-02-25 | Trickett Sara | Officer | S-Sale | D | Common Stock | 1,815 | 149.95 | 272.2K | 2,137 | D | ↗ |
| 2026-02-24 | Deshaies Robert Joseph | Officer | S-Sale | D | Common Stock | 86 | 151.88 | 13.1K | 14,859 | D | ↗ |
| 2026-02-23 | Trickett Sara | Officer | F-InKind | D | Common Stock | 810 | 151.67 | 122.9K | 3,952 | D | ↗ |
| 2026-02-23 | Stroup Karen B. | Officer | A-Award | A | Common Stock | 2,664 | 151.67 | 404.0K | 15,894 | D | ↗ |
| 2026-02-23 | Smith Melissa D | Director / Officer | F-InKind | D | Common Stock | 2,971 | 151.67 | 450.6K | 83,748 | D | ↗ |
| 2026-02-23 | Narula Jagtar | Officer | A-Award | A | Common Stock | 3,195 | 151.67 | 484.6K | 19,232 | D | ↗ |
| 2026-02-23 | Kimball Jennifer | Officer | A-Award | A | Common Stock | 1,881 | 151.67 | 285.3K | 5,552 | D | ↗ |
| 2026-02-23 | Drew Ann Elena | Officer | F-InKind | D | Common Stock | 675 | 151.67 | 102.4K | 8,788 | D | ↗ |
| 2026-02-23 | Deshaies Robert Joseph | Officer | F-InKind | D | Common Stock | 1,315 | 151.67 | 199.4K | 18,097 | D | ↗ |
| 2026-02-23 | Dearborn Joel Alan JR | Officer | A-Award | A | Common Stock | 3,068 | 151.67 | 465.3K | 22,986 | D | ↗ |
| 2026-02-23 | DHAWAN SACHIN | Officer | F-InKind | D | Common Stock | 1,417 | 151.67 | 214.9K | 9,594 | D | ↗ |
| 2026-02-23 | Carriedo Carlos | Officer | F-InKind | D | Common Stock | 913 | 151.67 | 138.5K | 5,764 | D | ↗ |
| 2026-02-18 | Carriedo Carlos | Officer | S-Sale | D | Common Stock | 1,575 | 159.90 | 251.8K | 3,695 | D | ↗ |
| 2026-02-13 | Trickett Sara | Officer | A-Award | A | Restricted Stock Units | 964 | 0.00 | — | 964 | D | ↗ |
| 2026-02-13 | Stroup Karen B. | Officer | A-Award | A | Restricted Stock Units | 7,112 | 0.00 | — | 7,112 | D | ↗ |
| 2026-02-13 | Smith Melissa D | Director / Officer | A-Award | A | Restricted Stock Units | 36,916 | 0.00 | — | 36,916 | D | ↗ |
| 2026-02-13 | Narula Jagtar | Officer | A-Award | A | Restricted Stock Units | 9,622 | 0.00 | — | 9,622 | D | ↗ |
| 2026-02-13 | Kimball Jennifer | Officer | A-Award | A | Restricted Stock Units | 1,674 | 0.00 | — | 1,674 | D | ↗ |
| 2026-02-13 | Drew Ann Elena | Officer | A-Award | A | Restricted Stock Units | 2,929 | 0.00 | — | 2,929 | D | ↗ |
| 2026-02-13 | Deshaies Robert Joseph | Officer | A-Award | A | Restricted Stock Units | 12,759 | 0.00 | — | 12,759 | D | ↗ |
| 2026-02-13 | Dearborn Joel Alan JR | Officer | A-Award | A | Restricted Stock Units | 9,622 | 0.00 | — | 9,622 | D | ↗ |
| 2026-02-13 | DHAWAN SACHIN | Officer | A-Award | A | Restricted Stock Units | 6,420 | 0.00 | — | 6,420 | D | ↗ |
| 2026-02-13 | Carriedo Carlos | Officer | A-Award | A | Restricted Stock Units | 6,276 | 0.00 | — | 6,276 | D | ↗ |
| 2026-02-11 | Deshaies Robert Joseph | Officer | M-Exempt | A | Common Stock | 1,032 | 77.20 | 79.7K | 16,731 | D | ↗ |
| 2025-12-31 | GROCH JAMES R | Director | A-Award | A | Common Stock | 176 | 0.00 | — | 14,719 | D | ↗ |
| 2025-12-31 | Callahan Don | Director | A-Award | A | Common Stock | 176 | 0.00 | — | 10,339 | D | ↗ |
| 2025-12-18 | Kimball Jennifer | Officer | S-Sale | D | Common Stock | 494 | 151.40 | 74.8K | 3,671 | D | ↗ |
| 2025-12-16 | Kimball Jennifer | Officer | M-Exempt | A | Common Stock | 1,410 | 0.00 | — | 4,587 | D | ↗ |
| 2025-12-15 | Trickett Sara | Officer | M-Exempt | A | Common Stock | 531 | 0.00 | — | 2,373 | D | ↗ |
| 2025-12-15 | Kuohn Sandra D. | Officer | A-Award | A | Restricted Stock Units | 1,987 | 0.00 | — | 1,987 | D | ↗ |
| 2025-12-15 | DHAWAN SACHIN | Officer | M-Exempt | D | Restricted Stock Units | 5,305 | 0.00 | — | 0 | D | ↗ |
| 2025-11-26 | Deshaies Robert Joseph | Officer | S-Sale | D | Common Stock | 1,506 | 149.62 | 225.3K | 15,699 | D | ↗ |
| 2025-11-13 | Smith Stephen Montgomery | Director | P-Purchase | A | Common Stock | 1,000 | 144.25 | 144.3K | 7,971 | D | ↗ |
| 2025-11-03 | Kuohn Sandra D. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-11-03 | Foss David B | Director | — | — | Common Stock | 0 | 0.00 | — | 1,500 | D | ↗ |
| 2025-09-30 | GROCH JAMES R | Director | A-Award | A | Common Stock | 166 | 0.00 | — | 14,543 | D | ↗ |
| 2025-09-30 | Callahan Don | Director | A-Award | A | Common Stock | 166 | 0.00 | — | 10,163 | D | ↗ |
| 2025-08-06 | Drew Ann Elena | Officer | S-Sale | D | Common Stock | 1,931 | 171.69 | 331.5K | 7,295 | D | ↗ |
| 2025-07-31 | Carriedo Carlos | Officer | S-Sale | D | Common Stock | 875 | 171.68 | 150.2K | 5,270 | D | ↗ |
| 2025-06-30 | GROCH JAMES R | Director | A-Award | A | Common Stock | 178 | 0.00 | — | 14,377 | D | ↗ |
| 2025-06-30 | Callahan Don | Director | A-Award | A | Common Stock | 178 | 0.00 | — | 9,997 | D | ↗ |
| 2025-06-17 | Trickett Sara | Officer | M-Exempt | A | Common Stock | 97 | 0.00 | — | 1,829 | D | ↗ |
| 2025-06-17 | Drew Ann Elena | Officer | M-Exempt | D | Restricted Stock Units | 1,465 | 0.00 | — | 0 | D | ↗ |
| 2025-06-17 | Carriedo Carlos | Officer | M-Exempt | A | Common Stock | 390 | 0.00 | — | 6,329 | D | ↗ |
| 2025-06-15 | Narula Jagtar | Officer | M-Exempt | A | Common Stock | 830 | 0.00 | — | 16,406 | D | ↗ |
| 2025-06-02 | Kimball Jennifer | Officer | S-Sale | D | Common Stock | 1,400 | 131.08 | 183.5K | 3,177 | D | ↗ |
| 2025-05-29 | Smith Melissa D | Director / Officer | P-Purchase | A | Common Stock | 3,721 | 134.57 | 500.7K | 101,182 | D | ↗ |
| 2025-05-15 | VANWOERKOM JACK | Director | A-Award | A | Restricted Stock Units | 1,567 | 0.00 | — | 1,567 | D | ↗ |
| 2025-05-15 | Sobbott Susan | Director | A-Award | A | Restricted Stock Units | 1,567 | 0.00 | — | 1,567 | D | ↗ |
| 2025-05-15 | Smith Stephen Montgomery | Director | A-Award | A | Restricted Stock Units | 1,567 | 0.00 | — | 1,567 | D | ↗ |
| 2025-05-15 | Roman Derrick A. | Director | A-Award | A | Restricted Stock Units | 1,567 | 0.00 | — | 1,567 | D | ↗ |
| 2025-05-15 | Neary James | Director | A-Award | A | Restricted Stock Units | 1,567 | 0.00 | — | 1,567 | D | ↗ |
| 2025-05-15 | GROCH JAMES R | Director | A-Award | A | Restricted Stock Units | 1,567 | 0.00 | — | 1,567 | D | ↗ |
| 2025-05-15 | GHOSH SHIKHAR | Director | A-Award | A | Restricted Stock Units | 1,567 | 0.00 | — | 1,567 | D | ↗ |
| 2025-05-15 | Cardwell Aimee | Director | A-Award | A | Restricted Stock Units | 1,567 | 0.00 | — | 1,567 | D | ↗ |
| 2025-05-15 | Callahan Don | Director | A-Award | A | Restricted Stock Units | 1,567 | 0.00 | — | 1,567 | D | ↗ |
| 2025-05-15 | Altobello Nancy A. | Director | A-Award | A | Restricted Stock Units | 1,567 | 0.00 | — | 1,567 | D | ↗ |
| 2025-05-09 | VANWOERKOM JACK | Director | M-Exempt | D | Restricted Stock Units | 960 | 0.00 | — | 0 | D | ↗ |
| 2025-05-09 | Sobbott Susan | Director | M-Exempt | D | Restricted Stock Units | 960 | 0.00 | — | 0 | D | ↗ |
| 2025-05-09 | Smith Stephen Montgomery | Director | M-Exempt | A | Common Stock | 960 | 0.00 | — | 6,971 | D | ↗ |
| 2025-05-09 | Roman Derrick A. | Director | M-Exempt | D | Restricted Stock Units | 960 | 0.00 | — | 0 | D | ↗ |
| 2025-05-09 | Neary James | Director | M-Exempt | D | Restricted Stock Units | 960 | 0.00 | — | 0 | D | ↗ |
| 2025-05-09 | GROCH JAMES R | Director | M-Exempt | A | Common Stock | 960 | 0.00 | — | 14,199 | D | ↗ |
| 2025-05-09 | GHOSH SHIKHAR | Director | M-Exempt | D | Restricted Stock Units | 960 | 0.00 | — | 0 | D | ↗ |
| 2025-05-09 | Cardwell Aimee | Director | M-Exempt | D | Restricted Stock Unit | 1,440 | 0.00 | — | 0 | D | ↗ |
| 2025-05-09 | Callahan Don | Director | M-Exempt | D | Restricted Stock Units | 960 | 0.00 | — | 0 | D | ↗ |
| 2025-05-09 | Altobello Nancy A. | Director | M-Exempt | D | Restricted Stock Units | 960 | 0.00 | — | 0 | D | ↗ |
| 2025-04-08 | GROCH JAMES R | Director | A-Award | A | Common Stock | 167 | 0.00 | — | 13,239 | D | ↗ |
| 2025-04-08 | Callahan Don | Director | A-Award | A | Common Stock | 167 | 0.00 | — | 8,859 | D | ↗ |
| 2025-03-17 | Trickett Sara | Officer | A-Award | A | Market Share Units | 1,519 | 0.00 | — | 1,519 | D | ↗ |
| 2025-03-17 | Stroup Karen B. | Officer | A-Award | A | Market Share Units | 2,531 | 0.00 | — | 2,531 | D | ↗ |
| 2025-03-17 | Smith Melissa D | Director / Officer | A-Award | A | Market Share Units | 21,397 | 0.00 | — | 21,397 | D | ↗ |
| 2025-03-17 | Narula Jagtar | Officer | A-Award | A | Market Share Units | 3,797 | 0.00 | — | 3,797 | D | ↗ |
| 2025-03-17 | Kimball Jennifer | Officer | A-Award | A | Restricted Stock Units | 886 | 0.00 | — | 886 | D | ↗ |
| 2025-03-17 | Drew Ann Elena | Officer | A-Award | A | Restricted Stock Units | 1,519 | 0.00 | — | 1,519 | D | ↗ |
| 2025-03-17 | Deshaies Robert Joseph | Officer | A-Award | A | Market Share Units | 2,025 | 0.00 | — | 2,025 | D | ↗ |
| 2025-03-17 | Dearborn Joel Alan JR | Officer | A-Award | A | Restricted Stock Units | 2,531 | 0.00 | — | 2,531 | D | ↗ |
| 2025-03-17 | DHAWAN SACHIN | Officer | A-Award | A | Restricted Stock Units | 3,797 | 0.00 | — | 3,797 | D | ↗ |
| 2025-03-17 | Carriedo Carlos | Officer | A-Award | A | Restricted Stock Units | 5,315 | 0.00 | — | 5,315 | D | ↗ |
| 2025-03-15 | Trickett Sara | Officer | M-Exempt | D | Restricted Stock Units | 1,206 | 0.00 | — | 0 | D | ↗ |
| 2025-03-15 | Stroup Karen B. | Officer | M-Exempt | D | Restricted Stock Units | 652 | 0.00 | — | 655 | D | ↗ |
| 2025-03-15 | Smith Melissa D | Director / Officer | M-Exempt | A | Common Stock | 2,195 | 0.00 | — | 71,215 | D | ↗ |
| 2025-03-15 | Narula Jagtar | Officer | M-Exempt | A | Common Stock | 12,204 | 0.00 | — | 20,293 | D | ↗ |
| 2025-03-15 | Kimball Jennifer | Officer | F-InKind | D | Common Stock | 211 | 154.09 | 32.5K | 2,530 | D | ↗ |
| 2025-03-15 | Drew Ann Elena | Officer | M-Exempt | D | Restricted Stock Units | 256 | 0.00 | — | 514 | D | ↗ |
| 2025-03-15 | Deshaies Robert Joseph | Officer | M-Exempt | A | Common Stock | 14,543 | 0.00 | — | 23,989 | D | ↗ |
| 2025-03-15 | Dearborn Joel Alan JR | Officer | F-InKind | D | Common Stock | 392 | 154.09 | 60.4K | 20,890 | D | ↗ |
| 2025-03-15 | DHAWAN SACHIN | Officer | M-Exempt | D | Restricted Stock Units | 752 | 0.00 | — | 1,509 | D | ↗ |
| 2025-03-15 | Carriedo Carlos | Officer | M-Exempt | D | Restricted Stock Unit | 1,024 | 0.00 | — | 0 | D | ↗ |
| 2025-02-20 | Trickett Sara | Officer | A-Award | A | Restricted Stock Units | 1,206 | 0.00 | — | 1,206 | D | ↗ |
| 2025-02-20 | Tinto Melanie J | Officer | A-Award | A | Restricted Stock Units | 6,023 | 0.00 | — | 6,023 | D | ↗ |
| 2025-02-20 | Stroup Karen B. | Officer | A-Award | A | Restricted Stock Units | 7,829 | 0.00 | — | 7,829 | D | ↗ |
| 2025-02-20 | Smith Melissa D | Director / Officer | A-Award | A | Restricted Stock Units | 43,054 | 0.00 | — | 43,054 | D | ↗ |
| 2025-02-20 | Narula Jagtar | Officer | A-Award | A | Restricted Stock Units | 12,204 | 0.00 | — | 12,204 | D | ↗ |
| 2025-02-20 | Kimball Jennifer | Officer | A-Award | A | Restricted Stock Units | 2,410 | 0.00 | — | 2,410 | D | ↗ |
| 2025-02-20 | Drew Ann Elena | Officer | A-Award | A | Restricted Stock Units | 3,013 | 0.00 | — | 3,013 | D | ↗ |
| 2025-02-20 | Deshaies Robert Joseph | Officer | A-Award | A | Restricted Stock Units | 14,543 | 0.00 | — | 14,543 | D | ↗ |
| 2025-02-20 | Dearborn Joel Alan JR | Officer | A-Award | A | Restricted Stock Units | 9,937 | 0.00 | — | 9,937 | D | ↗ |
| 2025-02-20 | Carriedo Carlos | Officer | A-Award | A | Restricted Stock Units | 3,013 | 0.00 | — | 3,013 | D | ↗ |
| 2025-02-11 | Tinto Melanie J | Officer | S-Sale | D | Common Stock | 3,243 | 152.65 | 495.0K | 5,218 | D | ↗ |
| 2025-01-07 | GROCH JAMES R | Director | A-Award | A | Common Stock | 149 | 0.00 | — | 13,072 | D | ↗ |
| 2025-01-07 | Callahan Don | Director | A-Award | A | Common Stock | 149 | 0.00 | — | 8,692 | D | ↗ |
| 2024-12-16 | Kimball Jennifer | Officer | A-Award | A | Restricted Stock Units | 2,821 | 0.00 | — | 2,821 | D | ↗ |
| 2024-12-15 | Trickett Sara | Officer | M-Exempt | D | Restricted Stock Units | 530 | 0.00 | — | 531 | D | ↗ |
| 2024-12-15 | DHAWAN SACHIN | Officer | M-Exempt | D | Restricted Stock Units | 5,304 | 0.00 | — | 5,305 | D | ↗ |
| 2024-11-29 | Deshaies Robert Joseph | Officer | S-Sale | D | Common Stock | 175 | 189.44 | 33.2K | 7,582 | D | ↗ |
| 2024-10-04 | GROCH JAMES R | Director | A-Award | A | Common Stock | 125 | 0.00 | — | 12,923 | D | ↗ |
| 2024-10-04 | Callahan Don | Director | A-Award | A | Common Stock | 125 | 0.00 | — | 8,543 | D | ↗ |
| 2024-09-13 | Narula Jagtar | Officer | S-Sale | D | Common Stock | 508 | 200.00 | 101.6K | 7,120 | — | ↗ |
| 2024-08-21 | Deshaies Robert Joseph | Officer | S-Sale | D | Common Stock | 1,651 | 181.67 | 299.9K | 7,757 | — | ↗ |
| 2024-08-02 | Drew Ann Elena | Officer | S-Sale | D | Common Stock | 1,182 | 172.73 | 204.2K | 5,584 | — | ↗ |
| 2024-07-31 | Tinto Melanie J | Officer | S-Sale | D | Common Stock | 1,564 | 185.04 | 289.4K | 8,461 | — | ↗ |
| 2024-07-16 | Narula Jagtar | Officer | S-Sale | D | Common Stock | 540 | 190.00 | 102.6K | 7,628 | — | ↗ |
| 2024-07-08 | Narula Jagtar | Officer | S-Sale | D | Common Stock | 540 | 180.00 | 97.2K | 8,168 | — | ↗ |
| 2024-07-03 | GROCH JAMES R | Director | A-Award | A | Common Stock | 136 | 0.00 | — | 12,798 | — | ↗ |
| 2024-07-03 | Callahan Don | Director | A-Award | A | Common Stock | 148 | 0.00 | — | 8,418 | — | ↗ |
| 2024-06-17 | Trickett Sara | Officer | A-Award | A | Restricted Stock Units | 293 | 0.00 | — | 293 | — | ↗ |
| 2024-06-17 | Drew Ann Elena | Officer | A-Award | A | Restricted Stock Units | 1,465 | 0.00 | — | 1,465 | — | ↗ |
| 2024-06-17 | Carriedo Carlos | Officer | A-Award | A | Restricted Stock Units | 1,172 | 0.00 | — | 1,172 | — | ↗ |
| 2024-06-15 | Narula Jagtar | Officer | F-InKind | D | Common Stock | 348 | 169.47 | 59.0K | 8,708 | — | ↗ |
| 2024-05-11 | VANWOERKOM JACK | Director | M-Exempt | D | Restricted Stock Units | 1,147 | 0.00 | — | 0 | — | ↗ |
| 2024-05-11 | Sobbott Susan | Director | M-Exempt | A | Common Stock | 1,147 | 0.00 | — | 5,354 | — | ↗ |
| 2024-05-11 | Smith Stephen Montgomery | Director | M-Exempt | D | Restricted Stock Units | 1,147 | 0.00 | — | 0 | — | ↗ |
| 2024-05-11 | Roman Derrick A. | Director | M-Exempt | D | Restricted Stock Units | 1,147 | 0.00 | — | 0 | — | ↗ |
| 2024-05-11 | Neary James | Director | M-Exempt | D | Restricted Stock Units | 1,147 | 0.00 | — | 0 | — | ↗ |
| 2024-05-11 | GROCH JAMES R | Director | M-Exempt | D | Restricted Stock Units | 1,147 | 0.00 | — | 0 | — | ↗ |
| 2024-05-11 | GHOSH SHIKHAR | Director | M-Exempt | A | Common Stock | 1,147 | 0.00 | — | 48,767 | — | ↗ |
| 2024-05-11 | Callahan Don | Director | M-Exempt | D | Restricted Stock Unit | 1,147 | 0.00 | — | 0 | — | ↗ |
| 2024-05-11 | Altobello Nancy A. | Director | M-Exempt | D | Restricted Stock Unit | 1,147 | 0.00 | — | 0 | — | ↗ |
| 2024-05-09 | VANWOERKOM JACK | Director | A-Award | A | Restricted Stock Units | 960 | 0.00 | — | 960 | — | ↗ |
| 2024-05-09 | Sobbott Susan | Director | A-Award | A | Restricted Stock Units | 960 | 0.00 | — | 960 | — | ↗ |
| 2024-05-09 | Smith Stephen Montgomery | Director | A-Award | A | Restricted Stock Units | 960 | 0.00 | — | 960 | — | ↗ |
| 2024-05-09 | Roman Derrick A. | Director | A-Award | A | Restricted Stock Units | 960 | 0.00 | — | 960 | — | ↗ |
| 2024-05-09 | Neary James | Director | A-Award | A | Restricted Stock Units | 960 | 0.00 | — | 960 | — | ↗ |
| 2024-05-09 | GROCH JAMES R | Director | A-Award | A | Restricted Stock Units | 960 | 0.00 | — | 960 | — | ↗ |
| 2024-05-09 | GHOSH SHIKHAR | Director | A-Award | A | Restricted Stock Units | 960 | 0.00 | — | 960 | — | ↗ |
| 2024-05-09 | Cardwell Aimee | Director | A-Award | A | Restricted Stock Units | 1,440 | 0.00 | — | 1,440 | — | ↗ |
| 2024-05-09 | Callahan Don | Director | A-Award | A | Restricted Stock Units | 960 | 0.00 | — | 960 | — | ↗ |
| 2024-05-09 | Altobello Nancy A. | Director | A-Award | A | Restricted Stock Units | 960 | 0.00 | — | 960 | — | ↗ |
| 2024-05-07 | Rapkin Hilary A | Officer | G-Gift | D | Common Stock | 240 | 0.00 | — | 14,232 | — | ↗ |
| 2024-05-02 | Kimball Jennifer | Officer | S-Sale | D | Common Stock | 1,200 | 211.55 | 253.9K | 1,909 | — | ↗ |
| 2024-05-02 | Deshaies Robert Joseph | Officer | S-Sale | D | Common Stock | 1,897 | 211.01 | 400.3K | 9,408 | — | ↗ |
| 2024-05-02 | Carriedo Carlos | Officer | S-Sale | D | Common Stock | 683 | 211.99 | 144.8K | 683 | — | ↗ |
| 2024-05-01 | Trickett Sara | Officer | S-Sale | D | Common Stock | 734 | 210.43 | 154.5K | 0 | — | ↗ |
| 2024-04-04 | GROCH JAMES R | Director | A-Award | A | Common Stock | 89 | 0.00 | — | 11,515 | — | ↗ |
| 2024-04-04 | Callahan Don | Director | A-Award | A | Common Stock | 110 | 0.00 | — | 7,123 | — | ↗ |
| 2024-03-19 | Narula Jagtar | Officer | S-Sale | D | Common Stock | 309 | 233.24 | 72.1K | 5,528 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Melissa Smith Chair, CEO, and President | 955.8K | — | 10.53M | — | 966.7K | 142.5K | 12.59M | 83.60% | ↗ |
| 2 | 2024 | Jagtar Narula Chief Financial Officer | 520.2K | — | 3.15M | — | 347.0K | 54.5K | 4.08M | 77.38% | ↗ |
| 3 | 2024 | Sachin Dhawan Chief Technology Officer | 525.0K | — | 2.76M | — | 324.5K | 34.4K | 3.64M | 75.74% | ↗ |
| 4 | 2024 | Robert Deshaies Chief Operating Officer, Benefits | 610.0K | — | 2.54M | — | 362.9K | 60.4K | 3.57M | 71.08% | ↗ |
| 5 | 2024 | Karen Stroup Chief Digital Officer | 515.0K | — | 2.68M | — | 289.4K | 67.6K | 3.56M | 75.48% | ↗ |
| 6 | 2023 | Melissa Smith Chair, CEO, and President | 875.0K | — | 6.62M | 2.21M | 1.78M | 186.7K | 11.66M | 75.67% | ↗ |
| 7 | 2023 | Robert Deshaies Chief Operating Officer, Benefits | 608.1K | — | 2.44M | 610.0K | 658.4K | 58.0K | 4.37M | 69.72% | ↗ |
| 8 | 2023 | Robert Deshaies Chief Operating Officer, Americas | 608.1K | — | 2.44M | 610.0K | 658.4K | 30.1K | 4.35M | 70.17% | ↗ |
| 9 | 2023 | Jagtar Narula Chief Financial Officer | 500.0K | — | 1.84M | 460.0K | 676.5K | 107.0K | 3.58M | 64.19% | ↗ |
| 10 | 2023 | Sachin Dhawan Chief Technology Officer | 30.3K | 425.0K | 3.00M | — | — | — | 3.46M | 86.82% | ↗ |
| 11 | 2023 | Jay Dearborn Jr. Chief Strategy Officer | 475.0K | — | 1.84M | 460.0K | 546.3K | 27.1K | 3.35M | 68.69% | ↗ |
| 12 | 2023 | Karen Stroup Chief Digital Officer | 475.8K | 312.5K | 1.36M | 340.1K | 611.2K | 74.0K | 3.17M | 53.57% | ↗ |
| 13 | 2022 | Melissa Smith Chair, CEO, and President | 854.8K | — | 5.36M | 1.79M | 2.04M | 143.3K | 10.19M | 70.20% | ↗ |
| 14 | 2022 | Jagtar Narula Chief Financial Officer | 294.2K | — | 3.98M | 400.0K | 420.8K | 80.2K | 5.18M | 84.65% | ↗ |
| 15 | 2022 | Karen Stroup Chief Digital Officer | 459.6K | 312.5K | 2.54M | 260.1K | 498.1K | 3.7K | 4.07M | 68.73% | ↗ |
| 16 | 2022 | Robert Deshaies Chief Operating Officer, Benefits | 586.5K | — | 1.93M | 483.1K | 686.2K | 78.5K | 3.77M | 64.12% | ↗ |
| 17 | 2022 | Robert Deshaies Chief Operating Officer, Americas | 586.5K | — | 1.93M | 483.1K | 686.2K | 69.7K | 3.76M | 64.27% | ↗ |
| 18 | 2022 | Jay Dearborn Jr. Chief Strategy Officer | 454.8K | — | 1.32M | 330.0K | 614.3K | 55.2K | 2.77M | 59.48% | ↗ |
| 19 | 2022 | Jay Dearborn Chief Strategy Officer | 454.8K | — | 1.32M | 330.0K | 614.3K | 55.2K | 2.77M | 59.48% | ↗ |
| 20 | 2022 | Jennifer Kimball Former Interim Chief Financial Officer | 394.8K | — | 670.3K | 80.0K | 470.5K | 18.3K | 1.63M | 45.92% | ↗ |
| 21 | 2021 | Melissa Smith Chair, CEO, and President | 791.9K | — | 4.90M | 1.56M | 2.16M | 193.6K | 9.61M | 67.25% | ↗ |
| 22 | 2021 | Melissa Smith Chair and CEO | 791.9K | — | 4.90M | 1.56M | 2.16M | 193.6K | 9.61M | 67.25% | ↗ |
| 23 | 2021 | Roberto Simon Chief Financial Officer | 550.0K | — | 2.42M | 580.0K | 1.10M | 95.1K | 4.74M | 63.22% | ↗ |
| 24 | 2021 | Scott Phillips President, Global Fleet | 493.3K | — | 2.00M | 480.1K | 859.8K | 80.5K | 3.92M | 63.39% | ↗ |
| 25 | 2021 | Robert Deshaies Chief Operating Officer, Americas | 456.7K | — | 1.31M | 313.5K | 588.3K | 29.1K | 2.70M | 60.16% | ↗ |
| 26 | 2021 | Robert Deshaies President, Health | 456.7K | — | 1.31M | 313.5K | 588.3K | 29.1K | 2.70M | 60.16% | ↗ |
| 27 | 2021 | David Cooper Chief Technology Officer | 400.0K | — | 1.08M | 260.1K | 456.6K | 56.5K | 2.26M | 59.56% | ↗ |
| 28 | 2021 | Jay Dearborn Jr. Chief Strategy Officer | 400.0K | — | 1.08M | 260.1K | 417.6K | 42.2K | 2.20M | 61.00% | ↗ |
| 29 | 2021 | Jay Dearborn Chief Strategy Officer | 400.0K | — | 1.08M | 260.1K | 417.6K | 42.2K | 2.20M | 61.00% | ↗ |
| 30 | 2020 | Melissa Smith Chair and CEO | 725.6K | — | 16.52M | 1.50M | 1.24M | 119.2K | 20.11M | 89.62% | ↗ |
| 31 | 2020 | Melissa Smith Chair, CEO, and President | 725.6K | — | 16.52M | 1.50M | 1.24M | 119.2K | 20.11M | 89.62% | ↗ |
| 32 | 2020 | Roberto Simon Chief Financial Officer | 491.5K | — | 5.83M | 400.0K | 612.5K | 68.3K | 7.40M | 84.16% | ↗ |
| 33 | 2020 | Scott Phillips President, Global Fleet | 461.3K | — | 4.96M | 340.0K | 466.0K | 57.1K | 6.28M | 84.34% | ↗ |
| 34 | 2020 | Robert Deshaies Chief Operating Officer, Americas | 412.7K | — | 3.48M | 240.0K | 346.8K | 29.1K | 4.51M | 82.52% | ↗ |
| 35 | 2020 | Robert Deshaies President, Health | 412.7K | — | 3.48M | 240.0K | 346.8K | 29.1K | 4.51M | 82.52% | ↗ |
| 36 | 2020 | Joel Dearborn President, Corporate Payments | 388.5K | — | 3.36M | 260.0K | 291.0K | 35.4K | 4.33M | 83.50% | ↗ |
| 37 | 2020 | Jay Dearborn Chief Strategy Officer | 388.5K | — | 3.36M | 260.0K | 291.0K | 35.4K | 4.33M | 83.50% | ↗ |
| 38 | 2019 | Melissa Smith Chair and CEO | 763.3K | — | 3.45M | 1.15M | 1.01M | 112.7K | 6.48M | 70.97% | ↗ |
| 39 | 2019 | Roberto Simon Chief Financial Officer | 500.0K | — | 1.20M | 300.0K | 390.3K | 40.3K | 2.43M | 61.72% | ↗ |
| 40 | 2019 | Scott Phillips President, Global Fleet | 475.0K | — | 1.12M | 280.0K | 369.6K | 39.0K | 2.28M | 61.31% | ↗ |
| 41 | 2019 | Joel Dearborn President, Corporate Payments | 380.8K | — | 1.04M | 260.0K | 283.7K | 33.8K | 2.00M | 65.06% | ↗ |
| 42 | 2019 | Robert Deshaies President, Health | 412.5K | 50.0K | 740.6K | 35.0K | 363.5K | 18.1K | 1.62M | 47.88% | ↗ |
| 43 | 2018 | Melissa Smith Chair and CEO | 729.6K | — | 2.70M | 900.0K | 1.21M | 88.8K | 5.63M | 63.93% | ↗ |
| 44 | 2018 | Melissa Smith President and Chief Executive Officer | 729.6K | — | 2.70M | 900.0K | 1.21M | 88.8K | 5.63M | 63.93% | ↗ |
| 45 | 2018 | Roberto Simon Chief Financial Officer | 500.0K | — | 999.7K | 250.0K | 445.1K | 37.8K | 2.23M | 55.97% | ↗ |
| 46 | 2018 | Scott Phillips President, Global | 475.0K | — | 999.7K | 250.0K | 359.1K | 35.6K | 2.12M | 58.96% | ↗ |
| 47 | 2018 | Scott Phillips President, Global Fleet | 475.0K | — | 999.7K | 250.0K | 359.1K | 35.6K | 2.12M | 58.96% | ↗ |
| 48 | 2018 | Melanie Tinto Chief Human Resources Officer | 302.9K | 250.0K | 1.06M | 90.0K | 215.7K | 137.2K | 2.06M | 55.93% | ↗ |
| 49 | 2018 | Jeffrey Young President, Health | 450.0K | — | 479.9K | 120.0K | 369.3K | 14.0K | 1.43M | 41.86% | ↗ |
| 50 | 2017 | Melissa Smith President and Chief Executive Officer | 700.0K | — | 3.05M | 5.82M | 1.17M | 107.8K | 10.85M | 81.78% | ↗ |
| 51 | 2017 | Melissa Smith Chair and CEO | 700.0K | — | 3.05M | 5.82M | 1.17M | 107.8K | 10.85M | 81.78% | ↗ |
| 52 | 2017 | Melissa D. Smith President and Chief Executive Officer | 700.0K | — | 3.05M | 5.82M | 1.17M | 107.8K | 10.85M | 81.78% | ↗ |
| 53 | 2017 | Roberto Simon Chief Financial Officer | 500.0K | — | 1.35M | 2.78M | 521.6K | 39.0K | 5.19M | 79.55% | ↗ |
| 54 | 2017 | Scott Phillips President, Global Fleet | 405.8K | — | 799.9K | 2.20M | 1.75M | 26.3K | 5.18M | 57.87% | ↗ |
| 55 | 2017 | Scott Phillips President, Global | 405.8K | — | 799.9K | 2.20M | 1.75M | 26.3K | 5.18M | 57.87% | ↗ |
| 56 | 2017 | Kenneth Janosick Chief Portfolio Risk & Operations Officer | 358.8K | — | 941.2K | 2.20M | 230.8K | 14.2K | 3.75M | 83.88% | ↗ |
| 57 | 2017 | Jeffrey Young President, Health | 450.0K | — | 456.3K | 1.60M | 459.8K | 13.5K | 2.98M | 69.01% | ↗ |
| 58 | 2016 | Melissa Smith President and Chief Executive Officer | 674.0K | — | 1.90M | 631.7K | 965.8K | 44.3K | 4.21M | 60.01% | ↗ |
| 59 | 2016 | Melissa D. Smith President and Chief Executive Officer | 674.0K | — | 1.90M | 631.7K | 965.8K | 44.3K | 4.21M | 60.01% | ↗ |
| 60 | 2016 | Roberto Simon Chief Financial Officer | 423.1K | — | 2.05M | 200.0K | 408.8K | 406.0K | 3.49M | 64.51% | ↗ |
| 61 | 2016 | Jeffrey Young President, Health | 432.7K | — | 1.20M | 50.0K | 364.2K | 13.5K | 2.06M | 60.67% | ↗ |
| 62 | 2016 | Jeffrey Young Senior Vice President & General Manager, WEX Health | 432.7K | — | 1.20M | 50.0K | 364.2K | 13.5K | 2.06M | 60.67% | ↗ |
| 63 | 2016 | George W. Hogan Senior Vice President, International | 321.7K | 200.0K | 499.9K | 125.0K | 201.1K | 22.0K | 1.37M | 45.62% | ↗ |
| 64 | 2016 | Kenneth Janosick Senior Vice President and General Manager Global Fleet Direct | 322.1K | — | 499.9K | 125.0K | 333.6K | 14.1K | 1.29M | 48.27% | ↗ |
| 65 | 2016 | Kenneth Janosick Chief Portfolio Risk & Operations Officer | 322.1K | — | 499.9K | 125.0K | 333.6K | 14.1K | 1.29M | 48.27% | ↗ |
| 66 | 2016 | Steven A. Elder Senior Vice President and Chief Financial Officer | 286.5K | — | 160.0K | 40.0K | 138.9K | 25.0K | 650.3K | 30.75% | ↗ |
| 67 | 2015 | Melissa D. Smith Chief Executive Officer | 578.3K | — | 1.33M | 443.7K | 451.7K | 49.0K | 2.85M | 62.19% | ↗ |
| 68 | 2015 | Melissa D. Smith President and Chief Executive Officer | 578.3K | — | 1.33M | 443.7K | 451.7K | 49.0K | 2.85M | 62.19% | ↗ |
| 69 | 2015 | George W. Hogan Senior Vice President, International | 318.3K | 50.0K | 280.0K | 70.0K | 141.2K | 21.3K | 880.8K | 39.74% | ↗ |
| 70 | 2015 | Hilary A. Rapkin Senior Vice President, General Counsel | 362.9K | — | 260.0K | 65.0K | 143.7K | 23.9K | 855.5K | 37.99% | ↗ |
| 71 | 2015 | Kenneth Janosick Chief Portfolio Risk & Operations Officer | 320.0K | — | 280.0K | 70.0K | 123.2K | 14.0K | 807.2K | 43.36% | ↗ |
| 72 | 2015 | Kenneth Janosick Senior Vice President and General Manager Global Fleet Direct | 320.0K | — | 280.0K | 70.0K | 123.2K | 14.0K | 807.2K | 43.36% | ↗ |
| 73 | 2015 | Kenneth W. Janosick Senior Vice President and General Manager, Global Fleet Direct | 320.0K | — | 280.0K | 70.0K | 123.2K | 14.0K | 807.2K | 43.36% | ↗ |
| 74 | 2015 | Steven A. Elder Senior Vice President and Chief Financial Officer | 347.9K | — | 160.0K | 40.0K | 151.5K | 26.3K | 725.7K | 27.55% | ↗ |
| 75 | 2014 | Melissa D. Smith Chief Executive Officer | 515.0K | — | 3.39M | — | 545.3K | 47.4K | 4.50M | 75.38% | ↗ |
| 76 | 2014 | Melissa D. Smith President and Chief Executive Officer | 515.0K | — | 3.39M | — | 545.3K | 47.4K | 4.50M | 75.38% | ↗ |
| 77 | 2014 | Steven A. Elder Senior Vice President and Chief Financial Officer | 330.2K | — | 1.18M | — | 174.1K | 27.8K | 1.71M | 68.93% | ↗ |
| 78 | 2014 | Nicola S. Morris Senior Vice President, Corporate Development | 261.9K | 100.0K | 986.7K | — | 153.1K | 209.4K | 1.71M | 57.67% | ↗ |
| 79 | 2014 | Hilary A. Rapkin Senior Vice President, General Counsel | 320.2K | — | 1.01M | — | 172.0K | 24.2K | 1.52M | 66.09% | ↗ |
| 80 | 2014 | George W. Hogan Senior Vice President, International | 297.8K | — | 1.01M | — | 180.2K | 21.2K | 1.51M | 66.84% | ↗ |
| 81 | 2013 | Michael E. Dubyak Chairman, President and Chief Executive Officer | 592.1K | — | 3.40M | — | 714.7K | 47.5K | 4.75M | 71.51% | ↗ |
| 82 | 2013 | Melissa D. Smith Chief Executive Officer | 441.8K | — | 749.9K | — | 374.3K | 48.9K | 1.61M | 46.43% | ↗ |
| 83 | 2013 | Melissa D. Smith President, The Americas | 441.8K | — | 749.9K | — | 374.3K | 48.9K | 1.61M | 46.43% | ↗ |
| 84 | 2013 | David D. Maxsimic President, International | 370.0K | — | 434.9K | — | 407.4K | 40.4K | 1.25M | 34.72% | ↗ |
| 85 | 2013 | George W. Hogan Senior Vice President, International | 288.7K | — | 749.9K | — | 152.0K | 19.1K | 1.21M | 61.99% | ↗ |
| 86 | 2013 | George W. Hogan Senior Vice President, IT and Chief Information Officer | 288.7K | — | 749.9K | — | 152.0K | 19.1K | 1.21M | 61.99% | ↗ |
| 87 | 2013 | Steven A. Elder Senior Vice President and Chief Financial Officer | 305.4K | — | 400.0K | — | 202.7K | 25.4K | 933.5K | 42.85% | ↗ |
| 88 | 2013 | Hilary A. Rapkin Senior Vice President, General Counsel | 290.4K | — | 299.9K | — | 182.9K | 19.1K | 792.3K | 37.86% | ↗ |
| 89 | 2012 | Michael E. Dubyak Chairman, President and Chief Executive Officer | 589.5K | — | 1.30M | — | 518.5K | 77.9K | 2.49M | 52.29% | ↗ |
| 90 | 2012 | Melissa D. Smith President, The Americas | 426.8K | — | 530.0K | — | 276.5K | 44.4K | 1.28M | 41.48% | ↗ |
| 91 | 2012 | Melissa D. Smith Chief Executive Officer | 426.8K | — | 530.0K | — | 276.5K | 44.4K | 1.28M | 41.48% | ↗ |
| 92 | 2012 | David D. Maxsimic President, International | 359.5K | — | 335.0K | — | 240.6K | 33.0K | 968.1K | 34.60% | ↗ |
| 93 | 2012 | Gareth J. Gumbley Former, Executive Vice President, International | 177.1K | — | 341.9K | — | — | 168.4K | 687.4K | 49.74% | ↗ |
| 94 | 2012 | George W. Hogan Senior Vice President, IT and Chief Information Officer | 287.4K | — | 250.0K | — | 117.8K | 13.6K | 668.7K | 37.38% | ↗ |
| 95 | 2012 | George W. Hogan Senior Vice President, International | 287.4K | — | 250.0K | — | 117.8K | 13.6K | 668.7K | 37.38% | ↗ |
| 96 | 2012 | Steven A. Elder Senior Vice President and Chief Financial Officer | 272.3K | — | 225.0K | — | 131.8K | 22.1K | 651.1K | 34.55% | ↗ |
| 97 | 2012 | Hilary A. Rapkin Senior Vice President, General Counsel | 273.8K | — | 200.0K | — | 112.2K | 13.6K | 599.5K | 33.35% | ↗ |
| 98 | 2011 | Michael E. Dubyak Chairman, President and Chief Executive Officer | 560.5K | — | 1.34M | — | 689.1K | 82.1K | 2.67M | 50.09% | ↗ |
| 99 | 2011 | Melissa D. Smith President, The Americas | 390.9K | — | 585.6K | — | 335.3K | 45.3K | 1.36M | 43.15% | ↗ |
| 100 | 2011 | David D. Maxsimic Executive Vice President, Sales and Marketing | 332.9K | — | 439.3K | — | 306.0K | 45.4K | 1.12M | 39.10% | ↗ |
| 101 | 2011 | David D. Maxsimic President, International | 332.9K | — | 439.3K | — | 306.0K | 45.4K | 1.12M | 39.10% | ↗ |
| 102 | 2011 | Gareth J. Gumbley Former, Executive Vice President, International | 321.0K | 160.5K | 323.3K | — | 188.7K | 40.1K | 1.03M | 31.28% | ↗ |
| 103 | 2011 | Gareth J. Gumbley Executive Vice President, International | 321.0K | 160.5K | 323.3K | — | 188.7K | 40.1K | 1.03M | 31.28% | ↗ |
| 104 | 2011 | George W. Hogan Senior Vice President, IT and Chief Information Officer | 265.7K | — | 257.1K | — | 147.1K | 21.3K | 691.1K | 37.20% | ↗ |
| 105 | 2011 | Steven A. Elder Senior Vice President and Chief Financial Officer | 214.3K | — | 164.5K | — | 118.2K | 11.1K | 508.1K | 32.38% | ↗ |
| 106 | 2010 | Michael E. Dubyak Chairman, President and Chief Executive Officer | 526.5K | — | 939.4K | 1.87M | 777.3K | 129.2K | 4.24M | 66.20% | ↗ |
| 107 | 2010 | Melissa D. Smith President, The Americas | 345.4K | — | 486.6K | — | 306.0K | 67.3K | 1.21M | 40.37% | ↗ |
| 108 | 2010 | Melissa D. Smith Chief Financial Officer and Executive Vice President, Finance and Operations | 345.4K | — | 486.6K | — | 306.0K | 67.3K | 1.21M | 40.37% | ↗ |
| 109 | 2010 | David D. Maxsimic President, International | 307.6K | — | 328.8K | — | 340.6K | 54.4K | 1.03M | 31.88% | ↗ |
| 110 | 2010 | David D. Maxsimic Executive Vice President, Sales and Marketing | 307.6K | — | 328.8K | — | 340.6K | 54.4K | 1.03M | 31.88% | ↗ |
| 111 | 2010 | George W. Hogan Senior Vice President, IT and Chief Information Officer | 242.3K | 50.0K | 194.6K | — | 112.0K | 44.4K | 643.4K | 30.25% | ↗ |
| 112 | 2010 | Hilary A. Rapkin Senior Vice President, General Counsel and Corporate Secretary | 235.8K | — | 164.4K | — | 156.7K | 44.8K | 601.7K | 27.32% | ↗ |
| 113 | 2009 | Michael E. Dubyak Chairman, President and Chief Executive Officer | 515.0K | 25.9K | 500.0K | 718.9K | 1.00M | 141.6K | 2.90M | 42.01% | ↗ |
| 114 | 2009 | Melissa D. Smith President, The Americas | 320.0K | — | 177.0K | 258.6K | 382.5K | 77.9K | 1.22M | 35.82% | ↗ |
| 115 | 2009 | Melissa D. Smith Chief Financial Officer and Executive Vice President, Finance and Operations | 320.0K | — | 177.0K | 258.6K | 382.5K | 77.9K | 1.22M | 35.82% | ↗ |
| 116 | 2009 | David D. Maxsimic Executive Vice President, Sales and Marketing | 300.0K | — | 165.0K | 235.1K | 378.7K | 64.2K | 1.14M | 35.01% | ↗ |
| 117 | 2009 | Hilary A. Rapkin Senior Vice President, General Counsel and Corporate Secretary | 230.0K | — | 87.5K | 131.5K | 206.2K | 55.8K | 710.9K | 30.80% | ↗ |
| 118 | 2009 | Robert C. Cornett Senior Vice President, Human Resources | 200.5K | — | 97.5K | 135.9K | 179.8K | 52.0K | 665.7K | 35.06% | ↗ |
| 119 | 2008 | Michael E. Dubyak Chairman, President and Chief Executive Officer | 492.1K | — | 1.20M | — | — | 56.0K | 1.71M | 70.34% | ↗ |
| 120 | 2008 | Melissa D. Smith Chief Financial Officer, Executive Vice President, Finance and Client Operations | 320.0K | — | 397.4K | — | — | 46.2K | 763.6K | 52.04% | ↗ |
| 121 | 2008 | David D. Maxsimic Executive Vice President, Sales and Marketing | 300.0K | — | 370.0K | — | — | 46.2K | 716.2K | 51.66% | ↗ |
| 122 | 2008 | Melissa D. Smith Chief Financial Officer and Executive Vice President, Finance and Operations | 320.0K | — | 370.0K | — | — | 46.2K | 713.2K | 51.88% | ↗ |
| 123 | 2008 | Hilary A. Rapkin Senior Vice President, General Counsel and Corporate Secretary | 226.9K | — | 235.0K | — | — | 46.3K | 508.2K | 46.24% | ↗ |
| 124 | 2008 | Robert C. Cornett Senior Vice President, Human Resources | 199.4K | — | 190.0K | — | — | 44.1K | 433.4K | 43.83% | ↗ |
| 125 | 2007 | Michael E. Dubyak President and Chief Executive Officer | 441.9K | — | 1.36M | — | 389.6K | 76.7K | 2.27M | 59.91% | ↗ |
| 126 | 2007 | Michael E. Dubyak Chairman, President and Chief Executive Officer | 441.9K | — | 1,000.0K | — | 389.6K | 91.4K | 1.92M | 52.00% | ↗ |
| 127 | 2007 | Melissa D. Smith Chief Financial Officer, Executive Vice President, Finance and Client Operations | 283.1K | — | 374.5K | — | 149.7K | 58.3K | 865.7K | 43.27% | ↗ |
| 128 | 2007 | Melissa D. Smith Chief Financial Officer and Executive Vice President, Finance and Operations | 283.1K | — | 320.0K | — | 149.7K | 63.7K | 816.5K | 39.19% | ↗ |
| 129 | 2007 | David D. Maxsimic Executive Vice President, Sales and Marketing | 264.6K | — | 360.0K | — | 128.3K | 56.9K | 809.8K | 44.45% | ↗ |
| 130 | 2007 | Tod A. Demeter Senior Vice President and Chief Information Officer | 225.8K | — | 281.3K | — | — | 44.4K | 551.5K | 51.00% | ↗ |
| 131 | 2007 | Robert Cornett Senior Vice President, Human Resources | 191.8K | — | 213.0K | — | 76.1K | 46.2K | 527.0K | 40.42% | ↗ |
| 132 | 2007 | Hilary A. Rapkin Senior Vice President, General Counsel and Corporate Secretary | 206.2K | — | 190.0K | — | 81.8K | 48.6K | 526.5K | 36.09% | ↗ |
| 133 | 2007 | Robert C. Cornett Senior Vice President, Human Resources | 191.8K | — | 190.0K | — | 76.1K | 46.2K | 504.0K | 37.70% | ↗ |
| 134 | 2006 | Michael E. Dubyak President and Chief Executive Officer | 425.0K | — | 1.07M | — | 488.3K | 82.0K | 2.07M | 51.82% | ↗ |
| 135 | 2006 | Michael Dubyak President and Chief Executive Officer | 425.0K | — | 1.07M | — | 488.3K | 82.0K | 2.07M | 51.82% | ↗ |
| 136 | 2006 | Michael E. Dubyak Chairman, President and Chief Executive Officer | 425.0K | — | 1.07M | — | 488.3K | 82.0K | 2.07M | 51.82% | ↗ |
| 137 | 2006 | Melissa Smith Senior Vice President, Finance and Chief Financial Officer | 260.0K | — | 291.2K | — | 179.2K | 54.4K | 784.8K | 37.10% | ↗ |
| 138 | 2006 | Melissa D. Smith Chief Financial Officer and Executive Vice President, Finance and Operations | 260.0K | — | 291.2K | — | 179.2K | 54.4K | 784.8K | 37.10% | ↗ |
| 139 | 2006 | Melissa D. Smith Chief Financial Officer, Executive Vice President, Finance and Client Operations | 260.0K | — | 291.2K | — | 179.2K | 54.4K | 784.8K | 37.10% | ↗ |
| 140 | 2006 | David Maxsimic Senior Vice President, Sales and Marketing | 250.0K | — | 287.8K | — | 158.0K | 52.1K | 747.9K | 38.48% | ↗ |
| 141 | 2006 | David D. Maxsimic Executive Vice President, Sales and Marketing | 250.0K | — | 287.8K | — | 158.0K | 52.1K | 747.9K | 38.48% | ↗ |
| 142 | 2006 | Katherine Greenleaf Senior Vice President, Client Service Operations | 210.0K | — | 228.7K | — | 108.6K | 51.1K | 598.4K | 38.22% | ↗ |
| 143 | 2006 | Tod A. Demeter Senior Vice President and Chief Information Officer | 220.0K | — | 183.7K | — | 113.8K | 51.4K | 568.8K | 32.30% | ↗ |
| 144 | 2006 | Tod Demeter Senior Vice President and Chief Information Officer | 220.0K | — | 183.7K | — | 113.8K | 51.4K | 568.8K | 32.30% | ↗ |
| 145 | 2006 | Robert C. Cornett Senior Vice President, Human Resources | 185.0K | — | 160.3K | — | 95.7K | 46.6K | 487.5K | 32.87% | ↗ |
| 146 | 2006 | Robert Cornett Senior Vice President, Human Resources | 185.0K | — | 160.3K | — | 95.7K | 46.6K | 487.5K | 32.87% | ↗ |
| 147 | 2006 | Hilary A. Rapkin Senior Vice President, General Counsel and Corporate Secretary | 185.0K | — | 157.9K | — | 95.7K | 48.4K | 486.9K | 32.43% | ↗ |
| 148 | 2005 | Michael E. Dubyak President and Chief Executive Officer | 399.8K | 558.3K | 4.31M | 127.3K | — | 273.2K | 5.66M | 78.26% | ↗ |
| 149 | 2005 | Melissa D. Smith Senior Vice President, Finance and Chief Financial Officer | 233.6K | 155.0K | 1.30M | 86.8K | — | 21.5K | 1.79M | 77.11% | ↗ |
| 150 | 2005 | David D. Maxsimic Senior Vice President, Sales and Marketing | 225.5K | 169.4K | 1.26M | 63.6K | — | 21.1K | 1.74M | 76.06% | ↗ |
| 151 | 2005 | Katherine M. Greenleaf Senior Vice President, Client Service Operations | 201.6K | 107.0K | 1.09M | 58.5K | — | 58.7K | 1.51M | 75.74% | ↗ |
| 152 | 2005 | Tod A. Demeter Senior Vice President and Chief Information Officer | 211.5K | 112.3K | 651.5K | — | — | 14.6K | 989.9K | 65.81% | ↗ |
| 153 | 2004 | Michael E. Dubyak President and Chief Executive Officer | 341.2K | 254.4K | — | — | — | 28.3K | 623.9K | 0.00% | ↗ |
| 154 | 2004 | David D. Maxsimic Senior Vice President, Sales and Marketing | 205.1K | 153.3K | — | — | — | 13.1K | 371.5K | 0.00% | ↗ |
| 155 | 2004 | Melissa D. Smith Senior Vice President, Finance and Chief Financial Officer | 197.9K | 98.5K | — | — | — | 18.1K | 314.5K | 0.00% | ↗ |
| 156 | 2004 | Katherine M. Greenleaf Senior Vice President, Client Service Operations | 196.9K | 99.0K | — | — | — | 11.9K | 307.9K | 0.00% | ↗ |
| 157 | 2004 | Tod A. Demeter Senior Vice President and Chief Information Officer | 128.5K | 78.9K | — | — | — | 4.6K | 212.0K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Melissa D. Smith | President, CEO & Director | 1M | female |
| Robert Joseph Deshaies | Chief Operating Officer of Benefits | 1M | male |
| Sandra D. Kuohn | Chief People Officer | 933.3K | female |
| Jennifer Kimball | Chief Accounting Officer | 883.6K | female |
| Karen Stroup | Chief Digital Officer | 871.9K | female |
| Carlos Carriedo | Chief Operating Officer of Americas Payments & Mobility | 815.8K | male |
| Jagtar Narula | Chief Financial Officer | 561.1K | male |
| Sachin Dhawan | Chief Technology Officer | 552.0K | male |
| Joel Alan Dearborn Jr. | Chief Operating Officer of International | 524.5K | male |
| Steven Alan Elder | Senior Vice President of Global Investor Relations | 450.4K | male |
| Pedro Alvarez | Senior Vice President of Global Treasurer & Investor Relations | — | — |
| Marcelo Geraldi Velloso | Managing Director of Latin America | — | male |
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-06-04 | 2025-06-18 | Kelly Louise Morrison | MN03 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2022-04-13 | 2022-05-06 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-04-11 | 2022-05-06 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-02-17 | 2022-03-08 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2018-07-23 | 2018-08-14 | Alan S. Lowenthal | CA47 | Spouse | Sale (Full) | $50,001 - $100,000 | ↗ |
| 2018-07-23 | 2018-08-14 | Alan S. Lowenthal | CA47 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2018-06-04 | 2018-06-10 | Alan S. Lowenthal | CA47 | Spouse | Sale (Full) | $50,001 - $100,000 | ↗ |
| 2018-06-04 | 2018-06-10 | Alan S. Lowenthal | CA47 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
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Community Opinion for WEX
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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