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SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to WEX Inc.
SEC Filings (Chronological Order)
Halaman ini menyediakan daftar lengkap dan kronologis dari Pengajuan SEC, tidak termasuk pengajuan kepemilikan yang kami sediakan di tempat lain.
| July 25, 2025 |
As filed with the Securities and Exchange Commission on July 25, 2025 As filed with the Securities and Exchange Commission on July 25, 2025 Registration No. |
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| July 25, 2025 |
Exhibit 107 CALCULATION OF FILING FEE TABLES Form S-8 (Form Type) WEX Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered (1) Proposed Maximum Offering Price Per Unit (2) Maximum Aggregate Offering Price (2) Fee Rate Amount of Registration Fee Equity Common Stock, $0.01 par value |
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| July 24, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 00 |
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| July 23, 2025 |
Exhibit 99.2 . Forward-Looking Statements These earnings supplemental materials contain forward-looking statements including, but not limited to, statements about management’s plans, goals, expectations, and guidance and assumptions with respect to future financial performance of the Company. Any statements in these supplemental materials that are not statements of historical facts are forward-loo |
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| July 23, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 23, 2025 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IRS |
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| July 23, 2025 |
Exhibit 99.1 WEX Inc. Reports Second Quarter 2025 Financial Results Q2 GAAP net income was $1.98 per diluted share; Q2 adjusted net income was $3.95 per diluted share Q2 GAAP operating income margin of 23.8% and adjusted operating income margin of 36.8% PORTLAND, Maine - July 23, 2025 - WEX (NYSE: WEX), the global commerce platform that simplifies the business of running a business, today reported |
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| May 20, 2025 |
Amended and Restated 2019 Equity and Incentive Plan, as amended on May 15, 2025 Exhibit 10.1 WEX Inc. AMENDED AND RESTATED 2019 EQUITY AND INCENTIVE PLAN 1.Purpose The purpose of this Amended and Restated 2019 Equity and Incentive Plan (the “Plan”) of WEX Inc., a Delaware corporation (the “Company”), is to advance the interests of the Company’s stockholders by enhancing the Company’s ability to attract, retain and motivate persons who are expected to make important contributi |
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| May 20, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 15, 2025 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IRS |
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| May 20, 2025 |
Exhibit 3.1 CERTIFICATE OF AMENDMENT OF AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF WEX INC. Pursuant to Section 242 of the General Corporation Law of the State of Delaware WEX Inc., a corporation organized and existing under the General Corporation Law of the State of Delaware (the “Corporation”), does hereby certify as follows: 1.This Certificate of Amendment amends the provisions of th |
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| May 1, 2025 |
1 WEX INC. AMENDED AND RESTATED 2019 EQUITY AND INCENTIVE PLAN MARKET SHARE UNIT AWARD AGREEMENT 2025 GRANT THIS AWARD AGREEMENT (this “Agreement”) is entered into by and between WEX Inc., a Delaware corporation (the “Company”), and the individual (the “Grantee”) listed on the attached Memorandum (which is incorporated herein by reference, the “Memorandum”), effective as of the Date of Grant set f |
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| May 1, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 0 |
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| May 1, 2025 |
1 Error! Unknown document property name. WEX INC. AMENDED AND RESTATED 2019 EQUITY AND INCENTIVE PLAN RESTRICTED STOCK UNIT AWARD AGREEMENT 2025 GRANT THIS AWARD AGREEMENT (this “Agreement”) is entered into by and between WEX Inc., a Delaware corporation (the “Company”), and the individual (the “Grantee”) listed on the attached Memorandum (which is incorporated herein by reference, the “Memorandum |
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| May 1, 2025 |
1 WEX INC. AMENDED AND RESTATED 2019 EQUITY AND INCENTIVE PLAN PERFORMANCE RESTRICTED STOCK UNIT AWARD AGREEMENT 2025 GRANT THIS AWARD AGREEMENT (this “Agreement”) is entered into by and between WEX Inc., a Delaware corporation (the “Company”), and the individual (the “Grantee”) listed on the attached Memorandum (which is incorporated herein by reference, the “Memorandum”), effective as of the Dat |
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| April 30, 2025 |
Exhibit 99.1 WEX Inc. Reports First Quarter 2025 Financial Results Q1 revenue decreased 2% year-over-year to $637 million, driven by fuel prices and foreign exchange rates Q1 GAAP net income was $1.81 per diluted share; Q1 adjusted net income was $3.51 per diluted share Q1 GAAP operating income margin of 24.7% and adjusted operating income margin of 36.7% $790 million spent on share repurchases in |
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| April 30, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 30, 2025 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IR |
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| April 30, 2025 |
Exhibit 99.2 . Forward-Looking Statements These earnings supplemental materials contain forward-looking statements including, but not limited to, statements about management’s plans, goals, expectations, and guidance and assumptions with respect to future financial performance of the Company. Any statements in these supplemental materials that are not statements of historical facts are forward-loo |
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| April 17, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Rule 14a-101) SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) þ Filed by the Registrant ¨ Filed by a Party other than the Registrant CHECK THE APPROPRIATE BOX: ¨ Preliminary Proxy Statement ¨ Confidential, For Use of the Commission Only (as permitted by Rule 14a-6 |
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| April 7, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Rule 14a-101) SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) þ Filed by the Registrant ¨ Filed by a Party other than the Registrant CHECK THE APPROPRIATE BOX: þ Preliminary Proxy Statement ¨ Confidential, For Use of the Commission Only (as permitted by Rule 14a-6 |
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| March 31, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE TO (Amendment No. 4) Tender Offer Statement under Section 14(d)(1) or 13(e)(1) of the Securities Exchange Act of 1934 WEX INC. (Name of Subject Company (Issuer) and Filing Person (Offeror)) Common Stock, $0.01 par value (Title of Class of Securities) 96208T104 (CUSIP Number of Class of Securities) Sara Trickett Chief |
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| March 31, 2025 |
WEX ANNOUNCES FINAL RESULTS OF TENDER OFFER WEX Acquires 4,870,130 Shares at $154.00 Per Share Exhibit (a)(5)(E) WEX ANNOUNCES FINAL RESULTS OF TENDER OFFER WEX Acquires 4,870,130 Shares at $154. |
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| March 26, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE TO (Amendment No. 3) Tender Offer Statement under Section 14(d)(1) or 13(e)(1) of the Securities Exchange Act of 1934 WEX INC. (Name of Subject Company (Issuer) and Filing Person (Offeror)) Common Stock, $0.01 par value (Title of Class of Securities) 96208T104 (CUSIP Number of Class of Securities) Sara Trickett Chief |
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| March 26, 2025 |
WEX ANNOUNCES PRELIMINARY RESULTS OF TENDER OFFER Exhibit (a)(5)(D) WEX ANNOUNCES PRELIMINARY RESULTS OF TENDER OFFER PORTLAND, Maine-(BUSINESS WIRE)—March 26, 2025 WEX Inc. |
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| March 6, 2025 |
Exhibit 10.1 Execution Version SEVENTH AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT SEVENTH AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT (this “Amendment”), dated as of March 6, 2025, by and among WEX INC., a Delaware corporation (the “Company”), WRIGHT EXPRESS INTERNATIONAL HOLDINGS LIMITED, as a Designated Borrower (as defined in the Existing Credit Agreement referred to below), WEX |
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| March 6, 2025 |
Exhibit 4.1 Execution Version WEX INC., as the Company, the Subsidiary Guarantors from time to time parties hereto and CITIBANK, N.A., as the Trustee INDENTURE DATED AS OF MARCH 6, 2025 6.500% Senior Notes due 2033 TABLE OF CONTENTS Page ARTICLE I DEFINITIONS AND OTHER PROVISIONS OF GENERAL APPLICATION Section 101. Definitions 1 Section 102. Other Definitions 27 Section 103. Rules of Construction |
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| March 6, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE TO (Amendment No. 2) Tender Offer Statement under Section 14(d)(1) or 13(e)(1) of the Securities Exchange Act of 1934 WEX INC. (Name of Subject Company (Issuer) and Filing Person (Offeror)) Common Stock, $0.01 par value (Title of Class of Securities) 96208T104 (CUSIP Number of Class of Securities) Sara Trickett Chief |
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| March 6, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported) March 6, 2025 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS |
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| February 27, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE TO (Amendment No. 1) Tender Offer Statement under Section 14(d)(1) or 13(e)(1) of the Securities Exchange Act of 1934 WEX INC. (Name of Subject Company (Issuer) and Filing Person (Offeror)) Common Stock, $0.01 par value (Title of Class of Securities) 96208T104 (CUSIP Number of Class of Securities) Sara Trickett Chief |
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| February 27, 2025 |
WEX Announces Pricing and Upsizing of $550 Million Senior Unsecured Notes Offering Exhibit 99.1 WEX Announces Pricing and Upsizing of $550 Million Senior Unsecured Notes Offering PORTLAND, ME—February 27, 2025—WEX Inc. (NYSE: WEX) (the “Company”), the global commerce platform that simplifies the business of running a business, today announced that it had priced and upsized its previously announced offering (the “Offering”) of $550 million in aggregate principal amount of its new |
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| February 27, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported) February 27, 2025 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or Other Jurisdiction of Incorporation) (Commission File Number) |
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| February 26, 2025 |
Schedule 1 Restrictive Covenants Exhibit (d)(30) EMPLOYMENT CONTRACT THIS AGREEMENT is delivered as at the date of last signature below. |
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| February 26, 2025 |
WEX made available the below FAQs to its employees on February 26, 2025: Exhibit (a)(5)(B) WEX made available the below FAQs to its employees on February 26, 2025: WEX has announced it will buy back shares through what’s called a “modified Dutch auction” tender offer. |
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| February 26, 2025 |
Exhibit (d) (32) WEX Inc. 97 Darling Avenue South Portland, ME 04106 December 30, 2021 Jennifer Kimball ***Redacted*** Dear Jennifer: I am delighted to offer you the position of Interim Chief Financial Officer for WEX Inc. and its subsidiaries (Interim CFO), subject to approval by the Company’s Board of Directors, reporting to Melissa Smith while we conduct an external search for a permanent CFO r |
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| February 26, 2025 |
Exhibit (d)(33) WEX 1 Hancock Street Portland, Maine 04101 To: Sara Trickett, Acting General Counsel From: Melissa Smith, Chair and CEO Date: June 4, 2024 Dear Sara, On behalf of myself and the Board of Directors, I am excited to offer you the position of Chief Legal Officer and Corporate Secretary of WEX, Inc. |
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| February 26, 2025 |
Exhibit (a)(1)(B) LETTER OF TRANSMITTAL TO TENDER SHARES OF WEX INC. IN CONNECTION WITH ITS OFFER TO PURCHASE FOR CASH SHARES OF ITS COMMON STOCK FOR AN AGGREGATE PURCHASE PRICE OF NOT MORE THAN $750 MILLION AT A PER SHARE PURCHASE PRICE NOT LESS THAN $148.00 PER SHARE NOR GREATER THAN $170.00 PER SHARE I/we, the undersigned, hereby tender to WEX Inc., a Delaware corporation (the “Company”), the s |
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| February 26, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE TO Tender Offer Statement under Section 14(d)(1) or 13(e)(1) of the Securities Exchange Act of 1934 WEX INC. (Name of Subject Company (Issuer) and Filing Person (Offeror)) Common Stock, $0.01 par value (Title of Class of Securities) 96208T104 (CUSIP Number of Class of Securities) Sara Trickett Chief Legal Officer and |
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| February 26, 2025 |
Exhibit (a)(1)(E) WEX INC. Offer to Purchase for Cash Shares of its Common Stock for an Aggregate Purchase Price of Not More Than $750 Million at a Per Share Purchase Price Not Less Than $148.00 Per Share Nor Greater Than $170.00 Per Share THE OFFER, PRORATION PERIOD AND WITHDRAWAL RIGHTS WILL EXPIRE AT ONE MINUTE AFTER 11:59 P.M., NEW YORK CITY TIME, ON MARCH 25, 2025, UNLESS THE OFFER IS EXTEN |
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| February 26, 2025 |
Exhibit (d)(37) WEX INC. Clawback Policy The board of directors (the “Board”) of WEX Inc. (the “Company,” which term shall include the Company’s subsidiaries and affiliates unless the context requires otherwise) has adopted this policy (the “Policy”) to provide for the recovery by the Company, in the event of a Recovery Trigger (as defined below), of certain Incentive-Based Compensation (as define |
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| February 26, 2025 |
Exhibit (d) (31) WEX Inc. 97 Darling Ave South Portland, ME 04106 November 23, 2021 Karen Stroup ***Redacted*** Dear Karen, On behalf of the WEX leadership team, I am pleased to offer you the Chief Digital Officer position reporting to Melissa Smith with an expected start date of 1/3/2022. Compensation Your annual base salary will be USD$450,000.00 paid on a bi-weekly basis, less applicable taxes |
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| February 26, 2025 |
TABLE OF CONTENTS Exhibit (a)(1)(A) WEX INC. Offer to Purchase for Cash Shares of its Common Stock for an Aggregate Purchase Price of Not More Than $750 Million at a Per Share Purchase Price Not Less Than $148.00 Per Share Nor Greater Than $170.00 Per Share THE OFFER, PRORATION PERIOD AND WITHDRAWAL RIGHTS WILL EXPIRE AT ONE MINUTE AFTER 11:59 P.M., NEW YORK CITY TIME, ON MARCH 25, 2025, UNLESS TH |
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| February 26, 2025 |
Exhibit (a)(1)(D) WEX INC. Offer to Purchase for Cash Shares of Its Common Stock for an Aggregate Purchase Price of Not More Than $750 Million at a Per Share Purchase Price Not Less Than $148.00 Per Share Nor Greater Than $170.00 Per Share THE OFFER, PRORATION PERIOD AND WITHDRAWAL RIGHTS WILL EXPIRE AT ONE MINUTE AFTER 11:59 P.M., NEW YORK CITY TIME, ON MARCH 25, 2025, UNLESS THE OFFER IS EXTEN |
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| February 26, 2025 |
Exhibit (a)(1)(C) NOTICE OF GUARANTEED DELIVERY (Not to be used for Signature Guarantee) for Tender of Shares of Common Stock of WEX INC. |
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| February 26, 2025 |
Exhibit (d)(34) December 12, 2017 Ms. Melanie Tinto ***Redacted*** Dear Melanie, On behalf of WEX lnc. (WEX or the Company), I am pleased to offer you executive employment with the Company. This offer is contingent upon successful completion of a background investigation and I-9 verification. Following is a summary of WEX’s offer of employment. I look forward to having you join our team! Start Dat |
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| February 26, 2025 |
Exhibit (a)(1)(F) This announcement is neither an offer to purchase nor a solicitation of an offer to sell shares. |
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| February 26, 2025 |
Exhibit 107 CALCULATION OF FILING FEE TABLES SC TO-I (Form Type) WEX Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Transaction Valuation Transaction Valuation Fee rate Amount of Filing Fee Fees to be Paid $ 750,000,000.00(1) 0.00015310 $ 114,825.00(2) Fees Previously Paid — — Total Transaction Valuation $ 750,000,000.00 Total Fees Due for Filing $ 114,825.00 Total Fees Pre |
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| February 25, 2025 |
WEX Announces Proposed $500 Million Senior Unsecured Notes Offering Exhibit 99.2 WEX Announces Proposed $500 Million Senior Unsecured Notes Offering PORTLAND, ME—February 25, 2025—WEX Inc. (NYSE: WEX), the global commerce platform that simplifies the business of running a business, today announced that it has commenced an offering (the “Offering”) of $500 million in aggregate principal amount of new senior unsecured notes due 2033 (the “Notes”) in a private offeri |
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| February 25, 2025 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported) February 25, 2025 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or Other Jurisdiction of Incorporation) (Commission File Number) |
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| February 25, 2025 |
Exhibit 99.1 WEX Announces Intention to Launch Modified Dutch Auction Tender Offer Intends to launch a “modified Dutch auction” tender offer to repurchase up to $750 million worth of common stock at a purchase price of not less than $148 per share nor greater than $170 per share PORTLAND, Maine-(BUSINESS WIRE) -February 25, 2025-WEX Inc. (NYSE: WEX), the global commerce platform that simplifies th |
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| February 25, 2025 |
WEX Announces Proposed $500 Million Senior Unsecured Notes Offering Exhibit 99.2 WEX Announces Proposed $500 Million Senior Unsecured Notes Offering PORTLAND, ME—February 25, 2025—WEX Inc. (NYSE: WEX), the global commerce platform that simplifies the business of running a business, today announced that it has commenced an offering (the “Offering”) of $500 million in aggregate principal amount of new senior unsecured notes due 2033 (the “Notes”) in a private offeri |
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| February 25, 2025 |
Exhibit 99.1 WEX Announces Intention to Launch Modified Dutch Auction Tender Offer Intends to launch a “modified Dutch auction” tender offer to repurchase up to $750 million worth of common stock at a purchase price of not less than $148 per share nor greater than $170 per share PORTLAND, Maine-(BUSINESS WIRE)- February 25, 2025-WEX Inc. (NYSE: WEX), the global commerce platform that simplifies th |
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| February 25, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported) Febuary WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 001-32426 (State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employ |
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| February 20, 2025 |
Exhibit 19 INSIDER TRADING POLICY Introduction Policy Statement The purpose of this Insider Trading Policy (this “Policy”) is to help WEX Inc. |
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| February 20, 2025 |
Execution Version SIXTH AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT SIXTH AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT (this “Amendment”), dated as of November 26, 2024, by and among WEX INC. |
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| February 20, 2025 |
Subsidiaries of the registrant Exhibit 21.1 Legal Entity Name Jurisdiction of Incorporation Australian Card Services Pty. Ltd. Australia Chard, Snyder & Associates, LLC Ohio, United States EFS Payments LLC Delaware, United States Electronic Funds Source Canada Inc. Canada Electronic Funds Source LLC Utah, United States eNett International (Austria) GmbH Austria eNett International (Jersey) Limited Jersey eNett International (Si |
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| February 20, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number 001-3 |
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| February 20, 2025 |
Exhibit 10.39 WEX INC. AMENDED AND RESTATED EXECUTIVE SEVERANCE PAY AND CHANGE IN CONTROL PLAN (Effective as of January 1, 2025, the “Effective Date”) ARTICLE 1 PURPOSE 1.1 General Purpose. The WEX Inc. Executive Separation Pay and Change in Control Plan, as set forth herein (the “Plan”), is intended to provide certain benefits for eligible executive level management employees (“Participants,” as |
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| February 10, 2025 |
JOINT FILING AGREEMENT The undersigned hereby agree that this Schedule 13G (the “Schedule 13G”) with respect to the common stock of WEX Inc. |
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| February 5, 2025 |
Exhibit 99.2 . Forward-Looking Statements These earnings supplemental materials contain forward-looking statements including, but not limited to, statements about management’s plans, goals, expectations, and guidance and assumptions with respect to future financial performance o4f the Company. Any statements in these supplemental materials that are not statements of historical facts are forward-lo |
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| February 5, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 5, 2025 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) ( |
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| February 5, 2025 |
Exhibit 99.1 WEX Inc. Reports Fourth Quarter and Full Year 2024 Financial Results Q4 revenue decreased 4% year-over-year to $637 million; full year revenue increased 3% to $2.63 billion Q4 GAAP net income was $1.60 per diluted share; Q4 adjusted net income was $3.57 per diluted share Q4 GAAP operating income margin of 24.7%; Q4 adjusted operating income margin of 37.9% PORTLAND, Maine - February 5 |
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| October 24, 2024 |
Non-Employee Director Compensation Plan (Effective October 1, 2024) WEX Inc. Non-Employee Director Compensation Plan Effective October 1, 2024 Originally Adopted December 13, 2014 Annual Cash Retainers The Company shall pay each non-employee board member the following annual cash retainer(s) based upon his or her service. All payments hereunder shall be made in equal quarterly amounts. Annual Lead Director Cash Retainer $ 135,000 Annual Director Cash Retainer (oth |
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| October 24, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe |
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| October 24, 2024 |
Exhibit 99.1 WEX Inc. Reports Third Quarter 2024 Financial Results Q3 revenue increased 2% year-over-year to a third quarter record $665 million, driven by 9% growth in the Benefits segment and continued progression in Mobility segment growth rate Q3 GAAP net income was $2.52 per diluted share; Q3 adjusted net income was $4.35 per diluted share Q3 GAAP operating income margin of 29.5% and adjusted |
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| October 24, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 24, 2024 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) ( |
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| September 9, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) September 9, 2024 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) |
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| July 29, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 29, 2024 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IRS |
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| July 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 00 |
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| July 25, 2024 |
Exhibit 99.1 WEX Inc. Reports Second Quarter 2024 Financial Results Q2 revenue increased 8% year-over-year to a second quarter record $673 million, driven by 13% growth in the Benefits segment and acceleration in Mobility segment growth rate Q2 GAAP net income was $1.83 per diluted share; Q2 adjusted net income was $3.91 per diluted share Q2 GAAP operating income margin of 25.0% and adjusted opera |
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| July 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 25, 2024 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IRS |
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| May 15, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 9, 2024 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IRS E |
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| May 15, 2024 |
EX-10.1 2 exhibit101wex-fifthamendme.htm EX-10.1 Exhibit 10.1 FIFTH AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT AND FIRST AMENDMENT TO U.S. SECURITY AGREEMENT FIFTH AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT AND FIRST AMENDMENT TO U.S. SECURITY AGREEMENT (this “Amendment”), dated as of May 10, 2024, by and among WEX INC., a Delaware corporation (the “Company”), WRIGHT EXPRESS INTERN |
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| April 25, 2024 |
Exhibit 10.3 WEX INC. AMENDED AND RESTATED 2019 EQUITY AND INCENTIVE PLAN PERFORMANCE RESTRICTED STOCK UNIT AWARD AGREEMENT 2024 GRANT THIS AWARD AGREEMENT (this “Agreement”) is entered into by and between WEX Inc., a Delaware corporation (the “Company”), and the individual (the “Grantee”) listed on the attached Memorandum (which is incorporated herein by reference, the “Memorandum”), effective as |
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| April 25, 2024 |
Exhibit 10.4 WEX INC. AMENDED AND RESTATED 2019 EQUITY AND INCENTIVE PLAN MARKET SHARE UNIT AWARD AGREEMENT 2024 GRANT THIS AWARD AGREEMENT (this “Agreement”) is entered into by and between WEX Inc., a Delaware corporation (the “Company”), and the individual (the “Grantee”) listed on the attached Memorandum (which is incorporated herein by reference, the “Memorandum”), effective as of the Date of |
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| April 25, 2024 |
Offer letter dated November 7, 2023 between WEX Inc. and Sachin Dhawan WEX Inc. 1 Hancock Street Portland, ME 04101 November 7, 2023 Sachin Dhawan 16036 Greenwood Road Monte Sereno, CA 95030 Dear Sachin, On behalf of the WEX leadership team, I am pleased to offer you the Chief Technology Officer position reporting to Melissa Smith with an expected start date of December 4, 2023. Compensation Your annual base salary will be USD$525,000 paid on a bi-weekly basis, less |
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| April 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 0 |
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| April 25, 2024 |
2017 Executive Deferred Compensation Plan 1 WEX INC. 2017 EXECUTIVE DEFERRED COMPENSATION PLAN ARTICLE 1-INTRODUCTION 1.1 Purpose of Plan WEX Inc. (the “Company”) has adopted the Plan set forth herein to provide a means by which certain employees of the Company and its Affiliates may elect to defer receipt of designated percentages or amounts of their Eligible Compensation and to provide a means for certain other deferred compensation opp |
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| April 25, 2024 |
Exhibit 10.2 WEX INC. AMENDED AND RESTATED 2019 EQUITY AND INCENTIVE PLAN RESTRICTED STOCK UNIT AWARD AGREEMENT 2024 GRANT THIS AWARD AGREEMENT (this “Agreement”) is entered into by and between WEX Inc., a Delaware corporation (the “Company”), and the individual (the “Grantee”) listed on the attached Memorandum (which is incorporated herein by reference, the “Memorandum”), effective as of the Date |
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| April 25, 2024 |
Exhibit 99.1 WEX Inc. Reports First Quarter 2024 Financial Results Q1 revenue increased 7% year-over-year to a first quarter record $653 million, driven by 16% growth in the Benefits segment and 17% in the Corporate Payments segment Q1 GAAP net income was $1.55 per diluted share; Q1 adjusted net income was $3.46 per diluted share Q1 GAAP operating income margin of 25.2% and adjusted operating inco |
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| April 25, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 25, 2024 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IR |
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| April 23, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Rule 14a-101) SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) þ Filed by the Registrant ¨ Filed by a Party other than the Registrant CHECK THE APPROPRIATE BOX: ¨ Preliminary Proxy Statement ¨ Confidential, For Use of the Commission Only (as permitted by Rule 14a-6 |
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| February 23, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number 001-3 |
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| February 23, 2024 |
clawbackpolicy Exhibit 97 WEX INC. NYSE Clawback Policy The board of directors (the “Board”) of WEX Inc. (the “Company”) has adopted this policy (the “Policy”) to provide for the recovery by the Company, in the event of a Recovery Trigger (as defined below), of certain incentive-based compensation received by certain current and former executive officers, as further specified in this Policy. This |
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| February 23, 2024 |
Subsidiaries of the registrant Exhibit 21.1 Legal Entity Name Jurisdiction of Incorporation Australian Card Services Pty. Ltd. Australia Benefit Planning Consultants, LLC Illinois, United States Chard, Snyder & Associates, LLC Ohio, United States EFS Payments LLC Delaware, United States Electronic Funds Source Canada Inc. Canada Electronic Funds Source LLC Utah, United States eNett International (Austria) GmbH Austria eNett Int |
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| February 15, 2024 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 15, 2024 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) |
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| February 15, 2024 |
WEX Board of Directors Authorizes Increased Share Repurchase Program Exhibit 99.1 WEX Board of Directors Authorizes Increased Share Repurchase Program Amended Program Authorizes Repurchase of $1.05 Billion Worth of Company Stock, Increasing Total by $400 Million PORTLAND, Maine-(BUSINESS WIRE)-February 15, 2024-WEX Inc. (NYSE: WEX), the global commerce platform that simplifies the business of running a business, today announced that its board of directors has autho |
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| February 13, 2024 |
WEX / WEX Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv02279-wexinc.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 13)* Name of issuer: WEX Inc Title of Class of Securities: Common Stock CUSIP Number: 96208T104 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to designate the rule pursuant |
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| February 8, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 8, 2024 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) ( |
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| February 8, 2024 |
WEX / WEX Inc. / WELLINGTON MANAGEMENT GROUP LLP - SEC SCHEDULE 13G Passive Investment SC 13G/A 1 SEC13GFiling.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 11 )* WEX Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 96208T104 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate |
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| February 8, 2024 |
WEX Inc. Reports Fourth Quarter and Full Year 2023 Financial Results Exhibit 99.1 WEX Inc. Reports Fourth Quarter and Full Year 2023 Financial Results Q4 revenue increased 7% year-over-year to a record $663 million, driven by 27% growth in the Benefits segment and 22% in the Corporate Payments segment Q4 GAAP net income was $1.98 per diluted share; Q4 adjusted net income was $3.82 per diluted share Q4 GAAP operating income margin of 23.9% and adjusted operating inc |
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| January 25, 2024 |
Exhibit 10.1 Execution Version FOURTH AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT FOURTH AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT (this “Amendment”), dated as of January 22, 2024, by and among WEX INC., a Delaware corporation (the “Company”), WRIGHT EXPRESS INTERNATIONAL HOLDINGS LIMITED, as a Designated Borrower (as defined in the Existing Credit Agreement referred to below), WEX |
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| January 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 22, 2024 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) ( |
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| December 18, 2023 |
As filed with the Securities and Exchange Commission on December 18, 2023 As filed with the Securities and Exchange Commission on December 18, 2023 Registration No. |
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| December 11, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) December 7, 2023 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) ( |
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| December 11, 2023 |
Exhibit 99.1 WEX Elects Aimee Cardwell, Former Executive Vice President and Chief Information Security Officer of UnitedHealth Group, to its Board of Directors PORTLAND, Maine-(BUSINESS WIRE)-December 11, 2023-WEX Inc. (NYSE: WEX), the global commerce platform that simplifies the business of running a business, today announced that Aimee Cardwell has been elected to its Board of Directors effectiv |
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| October 27, 2023 |
Exhibit 10.5 WEX Inc. Non-Employee Director Compensation Plan Effective October 1, 2023 Originally Adopted December 13, 2014 Annual Cash Retainers The Company shall pay each non-employee board member the following annual cash retainer(s) based upon his or her service. All payments hereunder shall be made in equal quarterly amounts. Annual Chairman Cash Retainer $ 185,000 Annual Lead Director Cash |
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| October 27, 2023 |
Exhibit 10.4 WEX INC. 2023 GRANT RESTRICTED STOCK UNIT AWARD AGREEMENT THIS AWARD AGREEMENT (“Agreement”) is entered into by and between WEX Inc., a Delaware corporation (the “Company”), and the Grantee named on the attached Memorandum (the “Memorandum”), effective as of the Date of Grant set forth on such Memorandum, pursuant to the terms and conditions of the WEX Inc. Amended and Restated 2019 E |
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| October 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe |
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| October 26, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 26, 2023 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) ( |
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| October 26, 2023 |
WEX Inc. Reports Third Quarter 2023 Financial Results Exhibit 99.1 WEX Inc. Reports Third Quarter 2023 Financial Results Q3 revenue increased 6% year-over-year to a record $651 million, driven by 34% growth in the Benefits segment and 19% in the Corporate Payments segment Q3 GAAP net income was $0.42 per diluted share; Q3 adjusted net income was $4.05 per diluted share Q3 GAAP operating income margin of 26.8% and adjusted operating income margin of 4 |
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| September 29, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) September 26, 2023 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) |
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| September 29, 2023 |
Exhibit 10.1 EXECUTION VERSION THIRD AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT THIRD AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT (this “Amendment”), dated as of September 26, 2023, by and among WEX INC., a Delaware corporation (the “Company”), WRIGHT EXPRESS INTERNATIONAL HOLDINGS LIMITED, as a Designated Borrower (as defined in the Existing Credit Agreement referred to below), WEX |
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| August 14, 2023 |
Exhibit 10.2 Execution Version SECOND AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT SECOND AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT (this “Amendment”), dated as of August 10, 2023, by and among WEX INC., a Delaware corporation (the “Company”), WRIGHT EXPRESS INTERNATIONAL HOLDINGS LIMITED, as a Designated Borrower (as defined in the Existing Credit Agreement referred to below), WEX |
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| August 14, 2023 |
Exhibit 10.1 Execution Version NOTE REPURCHASE AGREEMENT This NOTE REPURCHASE AGREEMENT (this “Agreement”) is made and entered into as of August 11, 2023 by and between WP Bronco Holdings, LLC (the “Seller”), and WEX Inc., a Delaware corporation (the “Company”). WHEREAS, Seller is the holder of $310,000,000 in aggregate principal amount of the Company’s 6.50% Convertible Senior Notes due 2027 (CUS |
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| August 14, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 10, 2023 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (I |
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| July 27, 2023 |
WEX Inc. Reports Second Quarter 2023 Financial Results Exhibit 99.1 WEX Inc. Reports Second Quarter 2023 Financial Results 2Q revenue increased 4% year-over-year to a second quarter record $621 million, driven by 34% growth in the Benefits segment and 21% in the Corporate Payments segment 2Q GAAP net income was $2.20 per diluted share; 2Q adjusted net income was $3.63 per diluted share 2Q GAAP operating income margin of 25.7% and adjusted operating in |
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| July 27, 2023 |
wex-firstamendmenttoamen Execution Version Exhibit 10.2 - 1 - FIRST AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT FIRST AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT (this “Amendment”), dated as of April 24, 2023, by and among WEX INC., a Delaware corporation (the “Company”), WRIGHT EXPRESS INTERNATIONAL HOLDINGS LIMITED, as a Designated Borrower (as defined in the Existing Credit Agreem |
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| July 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 27, 2023 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IRS |
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| July 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 00 |
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| June 23, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Mark one) ý ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 1 |
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| May 16, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 11, 2023 WEX INC. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IRS |
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| May 10, 2023 |
WEX / WEX Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 12)* Name of issuer: WEX Inc. Title of Class of Securities: Common Stock CUSIP Number: 96208T104 Date of Event Which Requires Filing of this Statement: April 28, 2023 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ Rule 13d-1(b |
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| May 8, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 8, 2023 WEX INC. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IRS E |
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| April 27, 2023 |
Offer letter, dated November 23, 2021, between WEX Inc. and Karen Stroup karenstroupofferletterfi WEX Inc. 97 Darling Ave South Portland, ME 04106 November 23, 2021 Karen Stroup 3653 Maplewood Avenue Dallas, Texas 75205 Dear Karen, On behalf of the WEX leadership team, I am pleased to offer you the Chief Digital Officer position reporting to Melissa Smith with an expected start date of 1/3/2022. Compensation Your annual base salary will be USD$450,000.00 paid on a bi-w |
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| April 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 0 |
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| April 27, 2023 |
wexinc2023ltip-rsuagreem 1 WEX INC. 2023 GRANT RESTRICTED STOCK UNIT AWARD AGREEMENT THIS AWARD AGREEMENT (“Agreement”) is entered into by and between WEX Inc., a Delaware corporation (the “Company”), and the Grantee named on the attached Memorandum (the “Memorandum”), effective as of the Date of Grant set forth on such Memorandum, pursuant to the terms and conditions of the WEX Inc. Amended and R |
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| April 27, 2023 |
WEX Inc. Reports First Quarter 2023 Financial Results Exhibit 99.1 WEX Inc. Reports First Quarter 2023 Financial Results 1Q revenue increased 18% year-over-year to a first quarter record $612 million 1Q GAAP net income was $1.56 per diluted share, down 42% year-over-year; 1Q adjusted net income attributable to shareholders increased 15% year-over-year to $3.31 per diluted share 1Q GAAP operating income margin of 25.2% and adjusted operating income ma |
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| April 27, 2023 |
wexinc2023ltip-planstock WEX INC. 2023 GRANT NONSTATUTORY STOCK OPTION AGREEMENT THIS NONSTATUTORY STOCK OPTION AGREEMENT (“Agreement”) is entered into by and between WEX Inc., a Delaware corporation (the “Company”), and the Grantee named on the attached Memorandum (the “Memorandum”), effective as of the Date of Grant as set forth on such Memorandum, pursuant to the terms and conditions of the WEX |
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| April 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 27, 2023 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IR |
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| April 27, 2023 |
wexinc2023ltip-performan 1 WEX INC. 2023 GRANT PERFORMANCE-BASED RESTRICTED STOCK UNIT AWARD AGREEMENT THIS AWARD AGREEMENT (“Agreement”) is entered into by and between WEX Inc., a Delaware corporation (the “Company”), and the Grantee named on the attached Memorandum (the “Memorandum”), effective as of the Date of Grant set forth on such Memorandum, pursuant to the terms and conditions of the WEX |
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| April 24, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Rule 14a-101) SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) þ Filed by the Registrant ¨ Filed by a Party other than the Registrant CHECK THE APPROPRIATE BOX: ¨ Preliminary Proxy Statement ¨ Confidential, For Use of the Commission Only (as permitted by Rule 14a-6 |
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| February 28, 2023 |
Subsidiaries of the registrant Exhibit 21.1 Legal Entity Name Jurisdiction of Incorporation Australian Card Services Pty. Ltd. Australia EFS Payments LLC Delaware, United States Electronic Funds Source Canada Inc. Canada Electronic Funds Source LLC Utah, United States eNett International (Austria) GmbH Austria eNett International (Hong Kong) Limited Hong Kong eNett International (Jersey) Limited Jersey eNett International (NZ) |
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| February 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number 001-3 |
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| February 28, 2023 |
Non-Employee Director Compensation Plan (Effective January 1, 2023) a20231updatednon-employe WEX Inc. Non-Employee Director Compensation Plan Effective January 1, 2023 Originally Adopted December 13, 2014 Annual Cash Retainers The Company shall pay each non-employee board member the following annual cash retainer(s) based upon his or her service. All payments hereunder shall be made in equal quarterly amounts. Annual Chairman Cash Retainer $ 185,000 Annual Lead Di |
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| February 9, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 9, 2023 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) ( |
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| February 9, 2023 |
WEX Inc. Reports Fourth Quarter and Full Year 2022 Financial Results EX-99.1 2 a53307076ex991.htm EXHIBIT 99.1 Exhibit 99.1 WEX Inc. Reports Fourth Quarter and Full Year 2022 Financial Results PORTLAND, Maine-(BUSINESS WIRE)-February 9, 2023-WEX Inc. (NYSE: WEX), the global commerce platform that simplifies the business of running a business, today reported financial results for the three months and year ended December 31, 2022. Fourth Quarter and Full Year 2022 Fi |
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| February 9, 2023 |
WEX / WEX Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv02248-wexinc.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 11)* Name of issuer: WEX Inc. Title of Class of Securities: Common Stock CUSIP Number: 96208T104 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant |
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| February 6, 2023 |
WEX / WEX Inc / WELLINGTON MANAGEMENT GROUP LLP - SEC SCHEDULE 13G Passive Investment SC 13G/A 1 SEC13GFiling.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 10 )* WEX Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 96208T104 (CUSIP Number) December 30, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate |
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| December 13, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) December 9, 2022 WEX INC. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) ( |
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| December 13, 2022 |
AMENDED AND RESTATED BY-LAWS OF WEX INC. A Delaware Corporation Amended and Restated December 9, 2022 Exhibit 3.2 TABLE OF CONTENTS ARTICLE I OFFICES 1 Section 1. Registered Office 1 Section 2. Other Offices 1 ARTICLE II MEETINGS OF STOCKHOLDERS 1 Section 1. Place of Meetings 1 Section 2. Annual Meetings 1 Section 3. Special Meetings 1 Section 4. Nature of Business at Meetings of Stockholders 1 Se |
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| December 9, 2022 |
WEX / WEX Inc / Impactive Capital LP - WEX INC. Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D (Rule 13d-101) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO ? 240.13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO ? 240.13d-2(a) (Amendment No. )* WEX Inc. (Name of Issuer) Common Stock, $0.01 par value per share (Title of Class of Securities) 96208T104 (CUSIP Number) Lauren Taylor Wolfe Christian |
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| December 9, 2022 |
JOINT FILING AGREEMENT PURSUANT TO RULE 13d-1(k) Exhibit 99.1 JOINT FILING AGREEMENT PURSUANT TO RULE 13d-1(k) The undersigned acknowledge and agree that the foregoing statement on Schedule 13D is filed on behalf of each of the undersigned and that all subsequent amendments to this statement on Schedule 13D may be filed on behalf of each of the undersigned without the necessity of filing additional joint filing agreements. The undersigned acknow |
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| October 28, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe |
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| October 27, 2022 |
WEX Inc. Reports Third Quarter 2022 Financial Results Exhibit 99.1 WEX Inc. Reports Third Quarter 2022 Financial Results 3Q revenue increased 28% year-over-year to a record $616 million 3Q GAAP net loss was $1.00 per diluted share; 3Q adjusted net income increased 43% year-over-year to $3.51 per diluted share 3Q GAAP operating income margin of 3.5% and adjusted operating income margin of 39.1% Total volume increased 41% year-over-year to $57.5 billio |
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| October 27, 2022 |
WEX Board of Directors Authorizes Increased Share Repurchase Program Exhibit 99.3 WEX Board of Directors Authorizes Increased Share Repurchase Program Amended Program Authorizes Repurchase of up to $650 Million Worth of Company Stock PORTLAND, Maine-(BUSINESS WIRE)-October 27, 2022-WEX (NYSE: WEX), the global commerce platform that simplifies the business of running a business, announced that its board of directors has authorized an amended share repurchase program |
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| October 27, 2022 |
Exhibit 99.2 Q3 2022 Earnings October 27, 2022 These materials include forward-looking statements including, but not limited to, statements about management’s plan and goals. Any statements in these materials that are not statements of historical facts are forward-looking statements. When used in these materials, the words “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend |
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| October 27, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 27, 2022 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) ( |
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| October 6, 2022 |
WEX / WEX Inc / JPMORGAN CHASE & CO - FILING WEX INC. Passive Investment Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 02)* WEX Inc. (Name of Issuer) Common Stock, $0.01 par value (Title of Class of Securities) 96208T104 (CUSIP Number) September 30, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursu |
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| September 20, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) September 16, 2022 WEX INC. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) |
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| August 23, 2022 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 23, 2022 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (I |
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| August 23, 2022 |
WEX Board of Directors Authorizes New Share Repurchase Program Exhibit 99.1 WEX Board of Directors Authorizes New Share Repurchase Program Program Authorizes up to $150 Million Worth of Company Stock To Be Repurchased PORTLAND, Maine-(BUSINESS WIRE)-August 23, 2022-WEX (NYSE: WEX), the global commerce platform that simplifies the business of running a business, announced that its board of directors has today authorized a new share repurchase program under whi |
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| July 29, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 00 |
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| July 28, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 28, 2022 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IRS |
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| July 28, 2022 |
WEX Inc. Reports Second Quarter 2022 Financial Results Exhibit 99.1 WEX Inc. Reports Second Quarter 2022 Financial Results 2Q revenue increased 30% year-over-year to a record $598 million 2Q GAAP net income per share increased to $0.76 per diluted share; 2Q adjusted net income per share increased 61% year-over-year to $3.71 per diluted share 2Q GAAP operating income margin of 28.6% and adjusted operating income margin of 42.3% Total purchase volume in |
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| July 28, 2022 |
Exhibit 99.2 Q2 2022 Earnings July 28, 2022 These materials contain forward-looking statements, including statements regarding: assumptions underlying the Company's future financial performance; future operations; future growth opportunities and expectations; expectations for future revenue performance; expectations for the macro environment; assumptions regarding future fuel prices; assumptions r |
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| June 29, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Mark one) ? ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 1 |
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| May 16, 2022 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 12, 2022 WEX INC. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IRS |
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| May 3, 2022 |
ACTIVEUS 192813907v.17 WEX INC. 2022 GRANT PERFORMANCE-BASED RESTRICTED STOCK UNIT AWARD AGREEMENT THIS AWARD AGREEMENT (?Agreement?) is entered into by and between WEX Inc., a Delaware corporation (the ?Company?), and the Grantee named on the attached Memorandum (the ?Memorandum?), effective as of the Date of Grant set forth on such Memorandum, pursuant to the terms and conditions of the WEX Inc. |
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| May 3, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 0 |
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| May 3, 2022 |
ACTIVEUS 192764812v.10 WEX INC. 2022 GRANT RESTRICTED STOCK UNIT AWARD AGREEMENT THIS AWARD AGREEMENT (?Agreement?) is entered into by and between WEX Inc., a Delaware corporation (the ?Company?), and the Grantee named on the attached Memorandum (the ?Memorandum?), effective as of the Date of Grant set forth on such Memorandum, pursuant to the terms and conditions of the WEX Inc. Amended and Resta |
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| May 3, 2022 |
1 ACTIVEUS 192814877v.10 WEX INC. 2022 GRANT NONSTATUTORY STOCK OPTION AGREEMENT THIS NONSTATUTORY STOCK OPTION AGREEMENT (?Agreement?) is entered into by and between WEX Inc., a Delaware corporation (the ?Company?), and the Grantee named on the attached Memorandum (the ?Memorandum?), effective as of the Date of Grant as set forth on such Memorandum, pursuant to the terms and conditions of the WEX |
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| May 3, 2022 |
Offer Letter, dated November 21, 2016, between WEX Inc. and David Cooper November 21, 2016 David Cooper Dear Dave, On behalf of WEX Inc. (WEX or the Company), I am pleased to offer you executive employment with the Company. This offer is contingent upon successful completion of a background investigation and 1- 9 verification. Following is a summary of WEX lnc.'s offer of employment. I look forward to having you join our team! Start Date Your employment will commence o |
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| April 28, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 28, 2022 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IR |
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| April 28, 2022 |
Exhibit 99.2 Q1 2022 EarningsApril 28, 2022 These materials contain forward-looking statements,including statements regarding: assumptions underlying the Company's future financial performance; future operations; future growth opportunities and expectations; expectations for future revenue performance; expectations for the macro environment; assumptions regarding future fuel prices; assumptions re |
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| April 28, 2022 |
WEX Inc. Reports First Quarter 2022 Financial Results Exhibit 99.1 WEX Inc. Reports First Quarter 2022 Financial Results 1Q revenue increased 26% year-over-year to a record $518 million 1Q GAAP net income per share increased to $2.71 per diluted share, compared to a net loss of $0.06 per diluted share in the prior year; 1Q adjusted net income per share increased 61% year-over-year to $2.88 per diluted share Total purchase volume increased 66% year-ov |
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| April 26, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 25, 2022 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IR |
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| April 26, 2022 |
Exhibit 10.1 WEX Inc. 97 Darling Ave South Portland, ME 04106 April 20, 2022 Jagtar Narula Rock Hill, SC Dear Jagtar, On behalf of the WEX leadership team, and subject to and contingent on prior approval by the WEX Inc. Board of Directors (the ?Board?) (as well as prior approval by the Board?s Leadership Development and Compensation Committee (the ?LDCC?) of all compensation- and incentive-related |
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| April 26, 2022 |
WEX Names Jagtar Narula New Chief Financial Officer Exhibit 99.1 WEX Names Jagtar Narula New Chief Financial Officer Appointment effective May 25, 2022 PORTLAND, Maine-(BUSINESS WIRE)-April 26, 2022-WEX (NYSE: WEX), the global commerce platform that simplifies the business of running a business, today announced that Jagtar Narula has been appointed Chief Financial Officer (CFO), effective May 25, 2022. ?Jagtar has proven strategic and financial exp |
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| April 19, 2022 |
DEF 14A 1 wexproxy2022.htm DEF 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Rule 14a-101) SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) þ Filed by the Registrant ¨ Filed by a Party other than the Registrant CHECK THE APPROPRIATE BOX: ¨ Preliminary Proxy Statement ¨ Confidential, For Use of the Commissi |
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| March 23, 2022 |
WEX Hosts 2022 Virtual Investor Day and Outlines Strategy for Growth Exhibit 99.2 WEX Hosts 2022 Virtual Investor Day and Outlines Strategy for Growth PORTLAND, Maine-(BUSINESS WIRE)-March 23, 2022-WEX Inc. (NYSE: WEX), the global commerce platform that simplifies the business of running a business, will host its virtual Investor Day today beginning at 9:00 a.m. ET. Melissa Smith, WEX?s Chair and Chief Executive Officer, and other members of the executive leadershi |
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| March 23, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) March 23, 2022 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IR |
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| March 23, 2022 |
Exhibit 99.1 INVESTOR DAYMarch 23, 2022 These materials contain forward-looking statements, including statements regarding: assumptions underlying the Company's future financial performance, future operations; future growth opportunities and expectations; expectations for future revenue performance, future impacts from areas of investment, expectations for the macro environment; and, expectations |
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| March 1, 2022 |
Description of WEX Inc.’s Securities Registered under Section 12 of the Exchange Act Exhibit 4.2 DESCRIPTION OF SECURITIES REGISTERED UNDER SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED The following description of registered securities of WEX Inc. (?us,? ?our,? ?we? or the ?Company?) is intended as a summary only and therefore is not a complete description. This description is based upon, and is qualified by reference to, our certificate of incorporation, our by-l |
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| March 1, 2022 |
, between WEX Inc. and Jennifer Kimball. Exhibit 10.68 December 30, 2021 Dear Jennifer: I am delighted to offer you the position of Interim Chief Financial Officer for WEX Inc. and its subsidiaries (Interim CFO), subject to approval by the Company?s Board of Directors, reporting to Melissa Smith while we conduct an external search for a permanent CFO replacement. You will assume the Interim CFO role, in addition to your current role as t |
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| March 1, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number 001-3 |
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| March 1, 2022 |
Subsidiaries of the registrant Exhibit 21.1 Legal Entity Name Jurisdiction of Incorporation EFS Payments LLC Delaware Electronic Funds Source LLC Utah Electronic Funds Source Canada Inc. Canada eNett International (Austria) GmbH Austria eNett International (Hong Kong) Limited Hong Kong eNett International (Jersey) Limited Jersey eNett International (NZ) Limited New Zealand eNett International (Singapore) Pte Ltd Singapore eNett |
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| February 10, 2022 |
WEX / WEX Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 10)* Name of issuer: WEX Inc. Title of Class of Securities: Common Stock CUSIP Number: 96208T104 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ Rule 13d- |
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| February 10, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 10, 2022 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) |
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| February 10, 2022 |
Exhibit 99.2 WEX Fourth Quarter 2021 Earnings February 10, 2022 This earnings materials contain forward-looking statements, including statements regarding: assumptions underlying the Company's future financial performance, future operations; future growth opportunities and expectations; expectations for future revenue performance, future impacts from areas of investment, expectations for the macro |
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| February 10, 2022 |
WEX Inc. Reports Fourth Quarter and Full Year 2021 Financial Results Exhibit 99.1 WEX Inc. Reports Fourth Quarter and Full Year 2021 Financial Results PORTLAND, Maine-(BUSINESS WIRE)-February 10, 2022-WEX Inc. (NYSE: WEX), a leading financial technology service provider, today reported financial results for the three months and year ended December 31, 2021. Fourth Quarter and Full Year 2021 Financial Results Total revenue for the fourth quarter of 2021 increased 25 |
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| February 10, 2022 |
WEX to Host Virtual Investor Day on March 23 Exhibit 99.3 WEX to Host Virtual Investor Day on March 23 PORTLAND, Maine-(BUSINESS WIRE)-February 10, 2022-WEX (NYSE: WEX), a leading financial technology service provider, today announced it will host a virtual Investor Day on Wednesday, March 23, 2022. The event will begin at 9:00 a.m. ET and will feature presentations from Melissa Smith, WEX?s Chair and Chief Executive Officer, and several oth |
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| February 4, 2022 |
WEX / WEX Inc / WELLINGTON MANAGEMENT GROUP LLP - SEC SCHEDULE 13G Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 9 )* WEX Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 96208T104 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is f |
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| January 18, 2022 |
WEX / WEX Inc / JPMORGAN CHASE & CO - FILING WEX INC. Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* WEX Inc. (Name of Issuer) Common Stock, $0.01 par value (Title of Class of Securities) 96208T104 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which t |
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| January 4, 2022 |
WEX Announces CFO Transition and Raises Fourth Quarter and Full Year 2021 Guidance Exhibit 99.1 WEX Announces CFO Transition and Raises Fourth Quarter and Full Year 2021 Guidance Current Chief Accounting Officer appointed Interim CFO, effective January 1, 2022 Roberto Simon to remain in advisory role through April 1, 2022 Company conducting comprehensive search for permanent successor PORTLAND, Maine-(BUSINESS WIRE)-January 4, 2022-WEX (NYSE: WEX), a leading financial technology |
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| January 4, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) December 29, 2021 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) |
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| November 16, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 16, 2021 WEX INC. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) |
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| November 16, 2021 |
WEX Inc. Investor Presentation November 16, 2021 Forward-Looking Statements This deck contains forward-looking statements, including statements regarding: assumptions underlying the Company's future financial performance, future operations; future market and growth opportunities and expectations; expectations for future revenue performance, future impacts from areas of investment, expectations for |
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| November 9, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe |
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| October 28, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 28, 2021 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) ( |
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| October 28, 2021 |
Exhibit 99.1 . However, because adjusted net income, adjusted operating income and total segment adjusted operating income are non-GAAP measures, they should not be considered as a substitute for, or superior to, net income, operating income or cash flows from operating activities as determined in accordance with GAAP. In addition, adjusted net income, adjusted operating income and total Segment a |
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| October 28, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 28, 2021 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) ( |
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| October 28, 2021 |
WEX Inc. Reports Third Quarter 2021 Financial Results EX-99.1 2 a52517031ex991.htm EXHIBIT 99.1 Exhibit 99.1 WEX Inc. Reports Third Quarter 2021 Financial Results PORTLAND, Maine-(BUSINESS WIRE)-October 28, 2021-WEX Inc. (NYSE: WEX), a leading financial technology service provider, today reported financial results for the three months ended September 30, 2021. “We delivered impressive results in the third quarter driven by recovering customer spend p |
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| October 28, 2021 |
WEX Announces Executive Leadership Team Changes Exhibit 99.2 WEX Announces Executive Leadership Team Changes Robert Deshaies Appointed Chief Operating Officer, Americas, effective January 1, 2022 Company Plans to Appoint Chief Operating Officer, EMEA and APAC, and Chief Digital Officer in Coming Months PORTLAND, Maine-(BUSINESS WIRE)-October 28, 2021-WEX (NYSE: WEX), a leading financial technology service provider, today announced a reorganizat |
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| August 26, 2021 |
WEX Board of Directors Announces Extension of Share Repurchase Program Exhibit 99.1 WEX Board of Directors Announces Extension of Share Repurchase Program PORTLAND, Maine-(BUSINESS WIRE)-August 26, 2021-WEX Inc. (NYSE:WEX), a leading financial technology service provider, today announced that its Board of Directors has extended its share repurchase program that was initiated in 2017 and was set to expire on September 30, 2021. Under the renewed repurchase program, th |
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| August 26, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 26, 2021 WEX INC. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (I |
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| August 24, 2021 |
As filed with the Securities and Exchange Commission on August 24, 2021 As filed with the Securities and Exchange Commission on August 24, 2021 Registration No. |
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| August 4, 2021 |
Exhibit 10.3 WEX INC. 2021 GRANT NONSTATUTORY STOCK OPTION AGREEMENT THIS NONSTATUTORY STOCK OPTION AGREEMENT (?Agreement?) is entered into by and between WEX Inc., a Delaware corporation (the ?Company?), and the Grantee named on the attached Memorandum (the ?Memorandum?) as of the Grant Date indicated in the Memorandum pursuant to the terms and conditions of the WEX Inc. 2019 Amended and Restated |
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| August 4, 2021 |
Exhibit 10.5 WEX INC. 2021 GRANT RESTRICTED STOCK UNIT AWARD AGREEMENT THIS AWARD AGREEMENT (?Agreement?) is entered into by and between WEX Inc., a Delaware corporation (the ?Company?), and the Grantee named on the attached Memorandum (the ?Memorandum?), effective as of the Date of Grant set forth on such Memorandum, pursuant to the terms and conditions of the WEX Inc. 2019 Amended and Restated E |
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| August 4, 2021 |
Exhibit 10.4 WEX INC. 2021 GRANT PERFORMANCE-BASED RESTRICTED STOCK UNIT AWARD AGREEMENT THIS AWARD AGREEMENT (?Agreement?) is entered into by and between WEX Inc., a Delaware corporation (the ?Company?), and the Grantee named on the attached Memorandum (the ?Memorandum?), effective as of the Date of Grant set forth on such Memorandum, pursuant to the terms and conditions of the WEX Inc. Amended a |
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| August 4, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 00 |
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| July 29, 2021 |
WEX Inc. Reports Second Quarter 2021 Financial Results EX-99.1 2 a52467289ex991.htm EXHIBIT 99.1 Exhibit 99.1 WEX Inc. Reports Second Quarter 2021 Financial Results PORTLAND, Maine-(BUSINESS WIRE)-July 29, 2021-WEX Inc. (NYSE: WEX), a leading financial technology service provider, today reported financial results for the three months ended June 30, 2021. “Momentum continued through the second quarter as we delivered robust revenue and earnings growth, |
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| July 29, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 29, 2021 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IRS |
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| July 29, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 29, 2021 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IRS |
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| July 29, 2021 |
EX-99.1 2 a52467302ex991.htm EXHIBIT 99.1 Exhibit 99.1 WEX Second Quarter 2021 Earnings July 29, 2021 This earnings release contains forward-looking statements, including statements regarding: expectations for future revenue and adjusted net income performance; assumptions underlying the Company's future financial performance and future operations; future growth opportunities and expectations; fu |
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| June 25, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Mark one) ? ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ? TRANSITION REPORT PURSUANT TO SECTION 1 |
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| June 10, 2021 |
Amended and Restated By-laws of Registrant EX-3.2 3 a2021610ex32arbylaws.htm EX-3.2 ActiveUS 184854098v.3 AMENDED AND RESTATED BY-LAWS OF WEX INC. A Delaware Corporation Amended and Restated June 9, 2021 Exhibit 3.2 - i - ActiveUS 184854098v.3 TABLE OF CONTENTS ARTICLE I OFFICES ................................................................................................................................. 1 Section 1. Registered Office .. |
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| June 10, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 4, 2021 WEX INC. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IRS |
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| June 10, 2021 |
EX-3.1 2 a2021610ex31arcertificateo.htm EX-3.1 EXHIBIT 3.1 AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF WEX INC. WEX Inc., a corporation organized and existing under the General Corporation Law of the State of Delaware, does hereby certify that the name of the corporation is WEX Inc. and the original certificate of incorporation of the corporation was filed with the Secretary of State of t |
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| June 10, 2021 |
WEX Inc. AMENDED AND RESTATED 2019 EQUITY AND INCENTIVE PLAN EX-99.1 4 a2021610ex991arequityandin.htm EX-99.1 EXHIBIT 99.1 WEX Inc. AMENDED AND RESTATED 2019 EQUITY AND INCENTIVE PLAN 1. Purpose The purpose of this Amended and Restated 2019 Equity and Incentive Plan (the “Plan”) of WEX Inc., a Delaware corporation (the “Company”), is to advance the interests of the Company’s stockholders by enhancing the Company’s ability to attract, retain and motivate per |
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| May 6, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 0 |
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| April 29, 2021 |
Exhibit 99.1 WEX First Quarter 2021 Earnings April 29, 2021 These materials contain forward-looking statements, including statements regarding: assumptions underlying the Company's future financial performance, future operations; future growth opportunities and expectations; expectations for future revenue performance, future impacts from areas of investment, expectations for the macro environment |
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| April 29, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 29, 2021 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IR |
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| April 29, 2021 |
WEX Inc. Reports First Quarter 2021 Financial Results EX-99.1 2 a52420176ex991.htm EXHIBIT 99.1 Exhibit 99.1 WEX Inc. Reports First Quarter 2021 Financial Results PORTLAND, Maine-(BUSINESS WIRE)-April 29, 2021-WEX Inc. (NYSE: WEX), a leading financial technology service provider, today reported financial results for the three months ended March 31, 2021. “In the first quarter, we delivered strong momentum sequentially, exceeded our revenue expectatio |
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| April 29, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 29, 2021 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IR |
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| April 21, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Rule 14a-101) SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) ? Filed by the Registrant ? Filed by a Party other than the Registrant CHECK THE APPROPRIATE BOX: ? Preliminary Proxy Statement ? Confidential, For Use of the Commission Only (as permitted by Rule 14a-6 |
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| April 21, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A (RULE 14a-101) SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (a |
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| April 7, 2021 |
WEX Completes Acquisition of Certain HSA Assets of HealthcareBank Exhibit 99.1 WEX Completes Acquisition of Certain HSA Assets of HealthcareBank PORTLAND, Maine-(BUSINESS WIRE)-April 1, 2021-WEX (NYSE:WEX), a leading financial technology service provider, announced today that it has completed the previously announced acquisition of certain health savings account (?HSA?) assets of HealthcareBank, the custodian bank for customers of WEX?s Health division. The acqu |
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| April 7, 2021 |
Exhibit 10.1 RESTATEMENT AGREEMENT RESTATEMENT AGREEMENT (this ?Restatement Agreement?), dated as of April 1, 2021, by and among WEX INC., a Delaware corporation (the ?Company?), WRIGHT EXPRESS INTERNATIONAL HOLDINGS LIMITED, as a Designated Borrower, WEX CARD HOLDINGS AUSTRALIA PTY LTD. (the ?Specified Designated Borrower?), (together with the Company and the Designated Borrower, the ?Restatement |
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| April 7, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 1, 2021 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IRS |
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| March 31, 2021 |
PRE 14A 1 wexproxy2021.htm PRE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Rule 14a-101) SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) þ Filed by the Registrant ¨ Filed by a Party other than the Registrant CHECK THE APPROPRIATE BOX: þ Preliminary Proxy Statement ¨ Confidential, For Use of the Commissi |
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| March 15, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) March 15, 2021 WEX INC. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (IR |
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| March 15, 2021 |
WEX Inc. Announces Plans for Potential Debt Refinancing Exhibit 99.1 WEX Inc. Announces Plans for Potential Debt Refinancing PORTLAND, Maine-(BUSINESS WIRE)—March 15, 2021- WEX Inc. (NYSE: WEX), a leading provider of corporate payment solutions (the “Company”), today announced that it is providing certain prospective lenders information for purposes of considering a potential refinancing of its credit facility, including among other things extending th |
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| March 15, 2021 |
31 Confidential & Proprietary Adjusted EBITDA Reconciliation (per Credit Agreement) ($ in millions) FY 2018 FY 2019 FY 2020 Consolidated Net Income $168. |
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| March 1, 2021 |
EX-10.64 2 wex20201231ex1064.htm EX-10.64 Exhibit 10.64 To: Robert Deshaies From: Melissa Smith Date: Sept 6, 2019 Subject: Promotion to President, WEX Health Robert, First I want to congratulate you on this exciting opportunity! I look forward to you leading WEX Health and becoming an instrumental part of my Executive Leadership Team. I also would like to share the following details regarding you |
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| March 1, 2021 |
UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL INFORMATION EX-99.6 8 ex996.htm EX-99.6 EXHIBIT 99.6 UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL INFORMATION On January 24, 2020, WEX Inc. (“WEX” or the “Company”) entered into a Share Purchase Agreement (the “Original Purchase Agreement”) with eNett International (Jersey) Limited (“eNett”), Optal Limited (“Optal”), Travelport Limited (“Travelport”), Toro Private Holdings I, Ltd. (“Toro”), Optal, in its |
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| March 1, 2021 |
Exhibit 99.3 OPTAL LIMITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2019 OPTAL LIMITED OFFICERS AND PROFESSIONAL ADVISERS - 1 - OPTAL LIMITED INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF OPTAL LIMITED FOR THE YEAR ENDED 31 DECEMBER 2019 - 2 - OPTAL LIMITED INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF OPTAL LIMITED FOR THE YEAR ENDED 31 DECEMBER 2019 - 3 - OPTAL LIMITED CONSOLIDATED |
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| March 1, 2021 |
EX-99.2 4 ex992enettinternationalj.htm EX-99.2 eNett International (Jersey) Limited Company Number 103203 Consolidated Financial Statements for the year ended - 31 December 2019 Exhibit 99.2 1 2 7 8 9 11 13 eNett International (Jersey) Limited Contents For the year ended 31 December 2019 Company Information Independent auditor's report to the members of eNett International (Jersey) Limited Consoli |
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| March 1, 2021 |
Subsidiaries of the registrant Exhibit 21.1 Legal Entity Name Jurisdiction of Incorporation WEX Bank Utah WEX Canada Ltd. New Brunswick (Canada) WEX Finance Inc. Utah Wright Express Fueling Solutions, Inc. Delaware WEX Europe (Netherlands) BV The Netherlands WEX New Zealand New Zealand Wright Express International Holdings LLC Delaware Wright Express UK Limited England and Wales (United Kingdom) Wright Express Holdings 2 LLC De |
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| March 1, 2021 |
Financial Statements and Exhibits . UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) December 15, 2020 WEX INC. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Co |
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| March 1, 2021 |
EX-10.65 3 wex20201231ex1065.htm EX-10.65 Exhibit 10.65 November 6, 2015 Jay Dearborn 78 Stone Cliff Road Princeton, NJ 08540 Dear Jay, On behalf of WEX Inc., I am pleased to extend this offer of employment to you. This offer is contingent upon successful completion of a background investigation and 1-9 verification. Following is a summary of WEX lnc.'s offer. I look forward lo having you join our |
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| March 1, 2021 |
EX-99.4 6 ex994enettjerseyunaudite.htm EX-99.4 eNett International (Jersey) Limited Company Number 103203 Unaudited Interim Condensed Consolidated Financial Statements for the period ended - 30 September 2020 Exhibit 99.4 eNett International (Jersey) Limited Unaudited condensed consolidated statements of comprehensive income For the period ended 30 September 2020 Group Group Note 3 month period en |
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| March 1, 2021 |
EX-99.5 7 ex995optallimitedinterim.htm EX-99.5 Exhibit 99.5 OPTAL LIMITED CONDENSED CONSOLIDATED INCOME STATEMENT FOR THE NINE MONTHS ENDED 30 SEPTEMBER 2020 The notes on pages 9 to 21 form part of these condensed consolidated financial statements. - 4 - OPTAL LIMITED CONDENSED CONSOLIDATED STATEMENT OF OTHER COMPREHENSIVE INCOME FOR THE NINE MONTHS ENDED 30 SEPTEMBER 2020 The notes on pages 9 to |
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| March 1, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number 001-3 |
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| February 24, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 24, 2021 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) |
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| February 24, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 24, 2021 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) |
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| February 24, 2021 |
EX-99.1 2 a52384193ex991.htm EXHIBIT 99.1 Exhibit 99.1 WEX Fourth Quarter 2020 Earnings February 24, 2021 These earnings materials contains forward-looking statements, including statements regarding: assumptions underlying the Company's future financial performance, future operations; future growth opportunities and expectations; expectations for future revenue performance, future impacts from are |
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| February 24, 2021 |
WEX Inc. Reports Fourth Quarter and Full Year 2020 Financial Results Exhibit 99.1 WEX Inc. Reports Fourth Quarter and Full Year 2020 Financial Results PORTLAND, Maine-(BUSINESS WIRE)-February 24, 2021-WEX Inc. (NYSE: WEX), a leading financial technology service provider, today reported financial results for the three months and year ended December 31, 2020. Fourth Quarter and Full Year 2020 Financial Results Total revenue for the fourth quarter of 2020 decreased 9% |
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| February 11, 2021 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 11, 2021 WEX INC. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) |
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| February 11, 2021 |
WEX Announces Redemption of Notes EX-99.1 2 a2021211991.htm EX-99.1 Exhibit 99.1 WEX Announces Redemption of Notes PORTLAND, Maine-(BUSINESS WIRE)- WEX (NYSE:WEX), a leading financial technology service provider, announced today that it will redeem its outstanding $400 million 4.75% Senior Secured Notes due February 1st, 2023 (the “Notes”) on March 15, 2021. The Company has already sent notice to The Bank of New York Mellon Trust |
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| February 11, 2021 |
WEX Signs Definitive Agreement to Acquire Certain HSA Assets of HealthcareBank EX-99.2 3 a2021211992.htm EX-99.2 Exhibit 99.2 WEX Signs Definitive Agreement to Acquire Certain HSA Assets of HealthcareBank PORTLAND, Maine-(BUSINESS WIRE)- WEX Inc. (NYSE:WEX), a leading financial technology service provider, today announced the signing of an agreement to acquire certain health savings account (“HSA”) assets of HealthcareBank, the custodian bank for customers of WEX’s Health di |
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| February 10, 2021 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 9)* Name of issuer: WEX Inc. Title of Class of Securities: Common Stock CUSIP Number: 96208T104 Date of Event Which Requires Filing of this Statement: December 31, 2020 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ Rule 13d-1 |
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| February 4, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 8 )* WEX Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 96208T104 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is f |
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| January 19, 2021 |
Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* WEX Inc. (Name of Issuer) Common Stock, $0.01 par value (Title of Class of Securities) 96208T104 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant |
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| December 15, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) December 15, 2020 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) |
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| December 15, 2020 |
WEX Completes Acquisition of eNett and Optal Exhibit 99.1 WEX Completes Acquisition of eNett and Optal Parties Also Agree to Settle Outstanding Litigation in English Courts PORTLAND, Maine-(BUSINESS WIRE)-December 15, 2020-WEX Inc. (NYSE:WEX), a leading financial technology service provider, today announced the completion of its previously announced agreement to acquire eNett, a leading provider of B2B payments solutions, and Optal, a compan |
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| December 15, 2020 |
Exhibit 10.1 THIS DEED is made on December 2020. BETWEEN: (1) The parties listed in Schedule A to this Deed (the eNett Claimants); (2) The parties listed in Schedule B to this Deed (the Optal Claimants); (3) WEX Inc., a company incorporated in the state of Delaware in the United States of America with its corporate headquarters at 1 Hancock Street, Portland, Maine, 04101 (WEX); (4) eNett Internati |
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| November 9, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe |
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| October 29, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 29, 2020 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) ( |
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| October 29, 2020 |
Regulation FD Disclosure, Financial Statements and Exhibits - WEX INC. 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 29, 2020 WEX Inc. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) ( |
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| October 29, 2020 |
WEX Inc. Reports Third Quarter 2020 Financial Results Exhibit 99.1 WEX Inc. Reports Third Quarter 2020 Financial Results PORTLAND, Maine-(BUSINESS WIRE)-October 29, 2020-WEX Inc. (NYSE: WEX), a leading financial technology service provider, today reported financial results for the three months ended September 30, 2020. “In the third quarter, we again demonstrated our ability to adapt to the rapidly-changing operating environment. While demand remaine |
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| October 29, 2020 |
Exhibit 99.1 WEX Third Quarter 2020 Earnings October 29, 2020 This earnings information contains forward-looking statements, including statements regarding: financial guidance and potential for providing the same; assumptions underlying the Company's future financial performance; future growth opportunities and expectations; and, expectations for the macro environment. Any statements that are not |
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| October 14, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 12, 2020 WEX INC. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) ( |
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| August 21, 2020 |
Execution Version Exhibit 10.2 ELEVENTH AMENDMENT TO CREDIT AGREEMENT ELEVENTH AMENDMENT TO CREDIT AGREEMENT (this “Amendment”), dated as of August 20, 2020, by and among WEX INC., a Delaware corporation (the “Company”), WRIGHT EXPRESS INTERNATIONAL HOLDINGS LIMITED, as a Designated Borrower (as defined in the Existing Credit Agreement referred to below), WEX CARD HOLDINGS AUSTRALIA PTY LTD. (the |
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| August 21, 2020 |
Execution Version Exhibit 10.1 BOFA SECURITIES, INC. BANK OF AMERICA, N.A. One Bryant Park New York, NY 10036 CITIZENS BANK, N.A. 28 State Street Boston, MA 02109 MUFG 1221 Avenue of the Americas 6th Floor New York, NY 10020 TRUIST SECURITIES, INC. TRUIST BANK 3333 Peachtree Rd. 10th Floor, South Tower Atlanta, GA 30326 WELLS FARGO SECURITIES, LLC WELLS FARGO BANK, N.A. 550 South Tryon Street Char |
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| August 21, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 20, 2020 WEX INC. (Exact name of registrant as specified in its charter) Delaware 001-32426 01-0526993 (State or other jurisdiction of incorporation) (Commission File Number) (I |
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| August 13, 2020 |
Exhibit 25.1 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in its charter) New York 13-5160382 (State of incorpo |
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| August 13, 2020 |
WEX Inc. August 13, 2020 VIA EDGAR Securities and Exchange Commission Division of Corporation Finance 100 F Street, N.E. Washington, D.C 20549 Application for Withdrawal of Registration Statement on Form S-3 (File No. 333-243519) Ladies and Gentlemen: WEX Inc., a Delaware corporation (the “Company”), hereby requests that its Registration Statement on Form S-3 (File No. 333-243519), originally file |
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| August 13, 2020 |
As filed with the Securities and Exchange Commission on August 10, 2020 Registration No. |
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| August 10, 2020 |
Exhibit 25.1 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in its charter) New York 13-5160382 (State of incorpo |
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| August 10, 2020 |
As filed with the Securities and Exchange Commission on August 10, 2020 Registration No. |
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| August 5, 2020 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 00 |
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| August 3, 2020 |
EX-10.1 2 ex10110thamendment.htm EXHIBIT 10.1 Execution Version Exhibit 10.1 TENTH AMENDMENT TO CREDIT AGREEMENT TENTH AMENDMENT TO CREDIT AGREEMENT (this “Amendment”), dated as of July 29, 2020, by and among WEX INC., a Delaware corporation (the “Company”), WRIGHT EXPRESS INTERNATIONAL HOLDINGS LIMITED, as a Designated Borrower (as defined in the Existing Credit Agreement referred to below), WEX |
