WEX Inc.
For the period ended Sep 30, 2026. Filed Oct 29, 2026.
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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Sep 30, 2026 · Filed Oct 29, 2026
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Item 5. Other Information
Rule 10b5-1 Trading Arrangements
During the three months ended September 30, 2026, none of our directors or officers (as defined in Rule 16a-1(f))adopted, modified, orterminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as those terms are defined in Regulation S-K, Item 408, intended to satisfy the affirmative defense conditions of Exchange Act Rule 10b5-1(c), except as disclosed in the table following:
| Name and Title | Date Adopted (“A”), Modified (“M”) orTerminated (“T”) | Character of TradingArrangement | Maximum Aggregate Number of Shares of Common Stock to be Purchased or Sold Pursuant to the Trading Arrangement | Duration of TradingArrangement |
|---|---|---|---|---|
| Jagtar Narula Chief Financial Officer | (A) August 4, 2026 | Rule 10b5-1 trading arrangement | Up to 5,000 shares to be sold | November 9, 2026 - April 16, 2027 |
| Ann Drew Chief Risk and Compliance Officer | (A) August 13, 2026 | Rule 10b5-1 trading arrangement | Up to 2,400 shares to be sold | November 12, 2026- March 31, 2027 |
| Jennifer Kimball Chief Accounting Officer | (A) August 28, 2026 | Rule 10b5-1 trading arrangement | Up to 5,403 shares to be sold(1) | December 18, 2026- March 31, 2027 |
(1) This number includes (i) up to 2,801 shares of common stock subject to RSUs previously granted to Ms. Kimball (the “RSU Shares”) that vest on December 16, 2026, March 15, 2027, March 16, 2027 and March 17, 2027, (ii) up to 1,809 shares of common stock subject to PSUs (based on target performance) previously granted to Ms. Kimball on March 15, 2024 (the “PSU Shares”) with a performance end date on March 15, 2027 and (iii) up to 793 shares of common stock subject to MSUs (based on target performance) previously granted to Ms. Kimball on March 15, 2024, March 17, 2025 and March 16, 2026 (the “MSU Shares”) with performance end dates on March 15, 2027, March 17, 2027 and March 16, 2027, respectively. The aggregate number of RSU, PSU and MSU Shares available to be sold is not yet determinable as the PSU and MSU Shares will be impacted by their future attainment and the RSU, PSU and MSU Shares will be net of shares sold to satisfy tax withholding obligations that arise in connection with the vesting and settlement of such RSU, PSU and MSU awards.
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