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WEX Legal Chief Updates Stock Filing: Tax-Related Share Adjustment Disclosed

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4/A

Rhea-AI Filing Summary

WEX Chief Legal Officer Sara Trickett filed an amended Form 4 (Form 4/A) to correct previously reported share information from a tax withholding transaction. The amendment clarifies that:

Key Transaction Details:

  • On June 17, 2025, 34 shares of Common Stock were withheld for tax purposes (corrected from previously reported 23 shares)
  • The withholding occurred in connection with the vesting of Market Share Units (MSUs)
  • The shares were valued at $143.39 per share
  • Following the transaction, Trickett directly owns 1,842 shares (corrected from previously reported 1,853 shares)

This Form 4/A was filed on June 28, 2025, amending the original Form 4 filed on June 20, 2025. The correction specifically addresses the number of shares withheld for taxes and the subsequent beneficial ownership amount.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a 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). See Instruction 10.
1. Name and Address of Reporting Person*
Trickett Sara

(Last) (First) (Middle)
C/O WEX INC.
1 HANCOCK STREET

(Street)
PORTLAND ME 04101

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
WEX Inc. [ WEX ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Chief Legal Officer
3. Date of Earliest Transaction (Month/Day/Year)
06/17/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
06/20/2025
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 06/17/2025 F(1) 34(2) D $143.39 1,842 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Represents tax withholding in connection with the vesting of the Market Share Units ("MSUs") on June 17, 2025.
2. This Amendment is being filed solely to correct the number of shares withheld for taxes in connection with the vesting of the MSUs on June 17, 2025 and the amount of securities beneficially owned following the reported transaction in the fourth row of the original Form 4. The original Form 4 filed on June 20, 2025 inadvertently reflected 23 shares and 1,853 shares, respectively.
Remarks:
/s/ Matthew Finkelstein, as attorney-in-fact for Sara Trickett 06/24/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What changes were made in WEX Inc.'s Form 4/A amendment filed on June 28, 2025?

The Form 4/A was filed to correct the number of shares withheld for taxes in connection with the vesting of Market Share Units (MSUs) on June 17, 2025. The original Form 4 filed on June 20, 2025 incorrectly reported 23 shares withheld and 1,853 shares beneficially owned after the transaction. The amendment corrects these numbers to 34 shares withheld and 1,842 shares beneficially owned.

How many WEX shares does Sara Trickett own after the June 17, 2025 transaction?

Following the reported transaction on June 17, 2025, Sara Trickett directly owns 1,842 shares of WEX Inc. common stock.

What was the price per share for WEX stock in the tax withholding transaction?

The tax withholding transaction for WEX shares was conducted at a price of $143.39 per share on June 17, 2025.

What is Sara Trickett's role at WEX Inc.?

Sara Trickett serves as the Chief Legal Officer at WEX Inc., as indicated in the Form 4/A filing.

What type of transaction triggered the tax withholding for WEX's Chief Legal Officer?

The tax withholding was triggered by the vesting of Market Share Units (MSUs) on June 17, 2025, resulting in 34 shares being withheld for tax purposes.
Wex Inc

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5.70B
33.78M
Software - Infrastructure
Services-business Services, Nec
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United States
PORTLAND