STOCK TITAN

WEX (WEX) Chief Legal Officer logs stock grant, tax withholding and sale

Filing Impact
(Very High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

WEX Inc. Chief Legal Officer Sara Trickett reported several stock transactions. On February 23, 2026, she acquired 2,625 fully vested common shares granted in lieu of cash under WEX’s 2025 short-term incentive plan, with 810 shares automatically withheld to cover taxes. On February 25, 2026, she completed an open-market sale of 1,815 common shares at $149.95 per share, leaving her with 2,137 directly owned shares of WEX common stock.

Positive

  • None.

Negative

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Insider Trickett Sara
Role Chief Legal Officer
Sold 1,815 shs ($272K)
Type Security Shares Price Value
Sale Common Stock 1,815 $149.95 $272K
Grant/Award Common Stock 2,625 $151.67 $398K
Tax Withholding Common Stock 810 $151.67 $123K
Holdings After Transaction: Common Stock — 2,137 shares (Direct)
Footnotes (1)
  1. Represents fully vested shares of WEX Inc. ("WEX") common stock granted in lieu of cash under WEX's 2025 short-term incentive plan for services performed in 2025 and issued pursuant to WEX's Amended and Restated 2019 Equity and Incentive Plan. Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the grant of common stock on February 23, 2026.
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)
02/23/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
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 02/23/2026 A 2,625(1) A $151.67 4,762 D
Common Stock 02/23/2026 F 810(2) D $151.67 3,952 D
Common Stock 02/25/2026 S 1,815 D $149.95 2,137 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 fully vested shares of WEX Inc. ("WEX") common stock granted in lieu of cash under WEX's 2025 short-term incentive plan for services performed in 2025 and issued pursuant to WEX's Amended and Restated 2019 Equity and Incentive Plan.
2. Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the grant of common stock on February 23, 2026.
Remarks:
/s/ Matthew Finkelstein, as attorney-in-fact for Sara Trickett 02/25/2026
** 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 insider transactions did WEX (WEX) disclose for Sara Trickett?

WEX disclosed that Chief Legal Officer Sara Trickett received 2,625 fully vested common shares as a stock grant, had 810 shares withheld for taxes, and sold 1,815 shares in an open-market transaction, ending with 2,137 directly owned shares.

Why did Sara Trickett receive 2,625 WEX (WEX) shares on February 23, 2026?

She received 2,625 fully vested WEX common shares as a grant in lieu of cash under the company’s 2025 short-term incentive plan, issued pursuant to WEX’s Amended and Restated 2019 Equity and Incentive Plan for services performed in 2025.

What was the purpose of the 810 WEX (WEX) shares withheld on February 23, 2026?

The 810 WEX shares were automatically withheld to pay taxes related to the stock grant on February 23, 2026. This tax-withholding disposition satisfied the tax liability associated with the award of fully vested common stock to Sara Trickett.

How many WEX (WEX) shares did Sara Trickett sell and at what price?

She sold 1,815 shares of WEX common stock in an open-market transaction at a price of $149.95 per share. This sale occurred on February 25, 2026, following the earlier stock grant and related tax withholding.

How many WEX (WEX) shares does Sara Trickett own after these transactions?

After the reported grant, tax withholding, and subsequent sale, Sara Trickett directly owns 2,137 shares of WEX common stock. This figure reflects her holdings following the February 25, 2026 open-market sale of 1,815 shares.

What role does Sara Trickett hold at WEX (WEX) in this Form 4 filing?

In this Form 4 filing, Sara Trickett is identified as an officer of WEX Inc., serving as Chief Legal Officer. The reported transactions involve her direct ownership of WEX common stock and equity compensation under company incentive plans.