Jennifer Kimball - 16 Mar 2026 Form 4 Insider Report for WEX Inc. (WEX)

Role
Chief Accounting Officer
Signature
/s/ Matthew Finkelstein, as attorney-in-fact for Jennifer Kimball
Issuer symbol
WEX
Transactions as of
16 Mar 2026
Net transactions value
-$112,841
Form type
4
Filing time
18 Mar 2026, 18:52:32 UTC
Previous filing
17 Mar 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Kimball Jennifer Chief Accounting Officer C/O WEX INC., 1 HANCOCK STREET, PORTLAND /s/ Matthew Finkelstein, as attorney-in-fact for Jennifer Kimball 18 Mar 2026 0001903739

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction WEX Common Stock Options Exercise +295 +4.5% $0.000000* 6,786 17 Mar 2026 Direct
transaction WEX Common Stock Tax liability -87 -1.3% $156.79* 6,699 17 Mar 2026 Direct F1
transaction WEX Common Stock Options Exercise +310 +4.6% $0.000000* 7,009 17 Mar 2026 Direct
transaction WEX Common Stock Tax liability -91 -1.3% $156.79* 6,918 17 Mar 2026 Direct F2
transaction WEX Common Stock Sale $112,841 -715 -10% $157.82 6,203 17 Mar 2026 Direct F3

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

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 -295 -33% $0.000000* 591 17 Mar 2026 Common Stock 295 $0.000000 Direct F4, F5
transaction WEX Market Share Units Options Exercise -310 -35% $0.000000* 576 17 Mar 2026 Common Stock 310 Direct F6, F7, F8
transaction WEX Restricted Stock Units Award +2,679 $0.000000* 2,679 16 Mar 2026 Common Stock 2,679 $0.000000 Direct F5
transaction WEX Market Share Units Award +893 $0.000000* 893 16 Mar 2026 Common Stock 893 Direct F6, F8, F9
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id Content
F1 Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the vesting of Restricted Stock Units ("RSUs") on March 17, 2026.
F2 Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the vesting of Market Share Units ("MSUs") on March 17, 2026.
F3 The reported sale of 715 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 28, 2025.
F4 RSUs vested on March 17, 2026 and each RSU converted into one share of common stock.
F5 One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant.
F6 Each MSU, a form of performance-based restricted share 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 volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the vesting date divided by the volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the grant date. The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%.
F7 Represents the number of MSUs that vested in the first tranche of the MSU award granted on March 17, 2025, based on a 105.38% payout factor, and were converted into an equal number of shares of common stock.
F8 One-third of the MSU award vests on each of the first, second and third anniversaries of the date of grant 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.
F9 Represents the target number of shares underlying the MSU award granted on March 16, 2026.