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WEX (NYSE: WEX) director reports RSU grant and 1,567-share vesting

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

Rhea-AI Filing Summary

WEX Inc. director Derrick A. Roman reported routine equity compensation activity. On May 15, 2026, 1,567 Restricted Stock Units (RSUs) vested and were converted into an equal number of common shares, bringing his directly held common stock to 6,434 shares.

The vested RSUs were credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be delivered as common stock 200 days after his Board service ends. On May 14, 2026, he also received a grant of 1,605 RSUs under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan, which will vest in total on May 14, 2027. These are compensation-related acquisitions, not open-market purchases or sales.

Positive

  • None.

Negative

  • None.
Insider Roman Derrick A.
Role null
Type Security Shares Price Value
Exercise Restricted Stock Units 1,567 $0.00 --
Exercise Common Stock 1,567 $0.00 --
Grant/Award Restricted Stock Units 1,605 $0.00 --
Holdings After Transaction: Restricted Stock Units — 0 shares (Direct, null); Common Stock — 6,434 shares (Direct, null)
Footnotes (1)
  1. Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan which vested on May 15, 2026. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. Upon vesting these shares will be credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be paid to the reporting person as common stock 200 days immediately following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. RSUs will vest in total on May 14, 2027.
RSUs vested and converted 1,567 units/shares RSUs vested and converted to common stock on May 15, 2026
Shares held after transaction 6,434 shares Direct common stock holdings following RSU conversion
New RSU grant 1,605 units RSUs granted on May 14, 2026 under 2019 Equity and Incentive Plan
RSU vesting date May 14, 2027 Future vesting date for 1,605 granted RSUs
Prior RSU vesting date May 15, 2026 Vesting date for 1,567 RSUs converted to common stock
Deferral payout lag 200 days Common stock delivered 200 days after Board service ends
Restricted Stock Units financial
"Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Amended and Restated WEX Inc. 2019 Equity and Incentive Plan financial
"RSUs granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan which vested on May 15, 2026"
Non-Employee Deferred Compensation Plan financial
"Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person"
vested financial
"RSUs granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan which vested on May 15, 2026"
Board of Directors financial
"the date upon which the holder's services as a member of the Board of Directors terminate for any reason"
The Board of Directors is a group of people chosen by a company's owners to help make big decisions and oversee how the company is run. They act like a team of advisors or managers, making sure the company stays on track and meets its goals. Their choices can influence the company's success and how it grows.
SEC Form 4
FORM 4UNITED 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*
Roman Derrick A.

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

(Street)
PORTLAND MAINE 04101

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
WEX Inc. [ WEX ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/14/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Stock05/15/2026M1,567(1)A$06,434D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units$005/14/2026A1,605(2) (3) (3)Common Stock1,605$01,605D
Restricted Stock Units$005/15/2026M1,567 (1) (1)Common Stock1,567$00D
Explanation of Responses:
1. Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan which vested on May 15, 2026. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason.
2. Upon vesting these shares will be credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be paid to the reporting person as common stock 200 days immediately following the date upon which the holder's services as a member of the Board of Directors terminate for any reason.
3. RSUs will vest in total on May 14, 2027.
Remarks:
/s/ Andy Schwarcz, as attorney-in-fact for Derrick Roman05/18/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transactions did WEX (WEX) director Derrick A. Roman report?

Derrick A. Roman reported compensation-related equity transactions. 1,567 RSUs vested and converted into common stock, and he received a new grant of 1,605 RSUs scheduled to vest in 2027, all as part of WEX’s equity incentive and deferred compensation plans.

How many WEX shares does Derrick A. Roman hold after these Form 4 transactions?

After these transactions, Derrick A. Roman directly holds 6,434 shares of WEX common stock. This total reflects the conversion of 1,567 vested RSUs into common shares as reported, and does not include unvested RSUs that remain outstanding under company equity plans.

What RSU grant did WEX (WEX) report for director Derrick A. Roman?

WEX granted Derrick A. Roman 1,605 Restricted Stock Units on May 14, 2026. These RSUs were issued under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan and are scheduled to vest in total on May 14, 2027, subject to service conditions.

When will Derrick A. Roman receive WEX shares from his vested RSUs?

Vested RSUs are credited to the WEX Non-Employee Deferred Compensation Plan and paid in common stock 200 days after his Board service ends. The 1,567 RSUs that vested on May 15, 2026 will follow this payout schedule, aligning delivery with his post-service timeline.

Were Derrick A. Roman’s WEX Form 4 transactions open-market buys or sells?

The reported transactions were not open-market buys or sells. They reflect an RSU grant and the vesting and conversion of RSUs into common stock, all at a stated price of $0.00 per unit, consistent with equity compensation awards rather than market trading activity.

What plans govern the RSUs reported by WEX director Derrick A. Roman?

The RSUs were granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan. Upon vesting, they are credited under the WEX Inc. Non-Employee Deferred Compensation Plan and later paid out in common stock based on the plan’s 200-day post-service distribution rule.