| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | WEX | Common Stock | Options Exercise | $0 | +2,195 | +3.2% | $0.000000 | 71,215 | 15 Mar 2025 | Direct | |
| transaction | WEX | Common Stock | Tax liability | $145,153 | -942 | -1.3% | $154.09 | 70,273 | 15 Mar 2025 | Direct | F1 |
| transaction | WEX | Common Stock | Options Exercise | $0 | +2,540 | +3.6% | $0.000000 | 72,813 | 15 Mar 2025 | Direct | |
| transaction | WEX | Common Stock | Tax liability | $173,659 | -1,127 | -1.5% | $154.09 | 71,686 | 15 Mar 2025 | Direct | F1 |
| transaction | WEX | Common Stock | Options Exercise | $0 | +43,054 | +60% | $0.000000 | 114,740 | 15 Mar 2025 | Direct | |
| transaction | WEX | Common Stock | Tax liability | $2,942,349 | -19,095 | -17% | $154.09 | 95,645 | 15 Mar 2025 | Direct | F1 |
| transaction | WEX | Common Stock | Options Exercise | $0 | +3,265 | +3.4% | $0.000000 | 98,910 | 15 Mar 2025 | Direct | |
| transaction | WEX | Common Stock | Tax liability | $223,276 | -1,449 | -1.5% | $154.09 | 97,461 | 15 Mar 2025 | Direct | F2 |
| holding | WEX | Common Stock | 18,277 | 15 Mar 2025 | By husband | ||||||
| holding | WEX | Common Stock | 1,693 | 15 Mar 2025 | FBC Irrevocable Trust | F3 | |||||
| holding | WEX | Common Stock | 1,692 | 15 Mar 2025 | BDC Irrevocable Trust | F3 | |||||
| holding | WEX | Common Stock | 1,693 | 15 Mar 2025 | GMC Irrevocable Trust | F3 | |||||
| holding | WEX | Common Stock | 33,719 | 15 Mar 2025 | Melissa D. Smith 2024 GRAT | F4 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | WEX | Restricted Stock Units | Options Exercise | $0 | -2,195 | -100% | $0.000000 | 0 | 15 Mar 2025 | Common Stock | 2,195 | $0.000000 | Direct | F5, F6 |
| transaction | WEX | Restricted Stock Units | Options Exercise | $0 | -2,540 | -50% | $0.000000 | 2,548 | 15 Mar 2025 | Common Stock | 2,540 | $0.000000 | Direct | F5, F6 |
| transaction | WEX | Restricted Stock Units | Options Exercise | $0 | -43,054 | -100% | $0.000000 | 0 | 15 Mar 2025 | Common Stock | 43,054 | $0.000000 | Direct | F5, F7 |
| transaction | WEX | Market Share Units | Options Exercise | $0 | -3,265 | -25% | $0.000000 | 9,710 | 15 Mar 2025 | Common Stock | 3,265 | Direct | F8, F9, F10 | |
| transaction | WEX | Market Share Units | Award | $0 | +21,397 | $0.000000 | 21,397 | 17 Mar 2025 | Common Stock | 21,397 | Direct | F8, F10, F11 |
| Id | Content |
|---|---|
| F1 | Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2025. |
| F2 | Represents tax withholding in connection with the vesting of the Market Stock Units ("MSUs") on March 15, 2025. |
| F3 | This trust was first described in a Form 4 filed by the reporting person on 06/28/2022. |
| F4 | On August 16, 2024, the reporting person transferred 33,719 shares of common stock to a grantor retained annuity trust ("GRAT") for the benefit of Ms. Smith's children. |
| F5 | RSUs vested on March 15, 2025 and each RSU converted into one share of common stock. |
| F6 | One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. |
| F7 | Following certification of performance relating to this award (as previously reported by the reporting person), the RSUs vested on March 15, 2025 and each converted into one share of common stock. |
| F8 | Each MSU, a form of performance-based restricted stock unit, converts into the number of shares of common stock determined by applying a payout factor to the target number of MSUs vesting on a given date. The payout factor is a ratio of the average of the closing price on the measurement date plus the nine prior trading days divided by the average stock price on the grant date (also a 10-day average) divided by the close price on the grant date. The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%. |
| F9 | Represents the number of MSUs that vested in the first tranche of the MSU award granted on March 15, 2024, based on a 67.24% payout factor, and were converted into an equal number of shares of common stock. |
| F10 | One-third of the MSU award vests on each of the first, second and third anniversaries of the grant date and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. |
| F11 | Represents the target number of shares underlying the MSU award granted on March 17, 2025. |