Source-grounded facts extracted from WEX Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
WEX Inc. shareholders approved Ratification of appointment of Deloitte & Touche LLP as independent auditor at the 2026-05-14 meeting.
“3. The appointment of Deloitte & Touche, LLP as the independent registered public accounting firm for the Company for the fiscal year ending December 31, 2026 was ratified. For: 31,265,486 Against: 829,556 Abstain: 156,615”
WEX Inc. shareholders approved Non-binding advisory proposal on executive compensation at the 2026-05-14 meeting.
“2. A non-binding, advisory proposal on the compensation of the Company’s named executive officers was approved. For: 30,856,685 Against: 1,230,434 Abstain: 164,538”
WEX Inc. shareholders approved Election of directors for one-year terms at the 2026-05-14 meeting.
“1. The following nominees were elected to the Company’s Board of Directors for one-year terms expiring at the 2027 annual meeting of stockholders, and until their respective successors are elected and qualified. Kurt Adams For: 31,921,506 Withhold: 330,151 Ellen Alemany For: 31,889,629 Withhold: 362,028 Daniel Callahan For: 31,840,538 Withhold: 411,119 Aimee Cardwell For: 31,997,502 Withhold: 254,155 David Foss For: 31,958,181 Withhold: 293,476 James Groch For: 31,935,790 Withhold: 315,867 Derrick Roman: For: 31,939,462 Withhold: 312,195 Melissa Smith For: 31,174,350 Withhold: 1,077,307 Stephen Smith For: 31,916,869 Withhold: 334,788 Susan Sobbott For: 31,919,438 Withhold: 332,219 Lauren Taylor Wolfe For: 31,887,983 Withhold: 363,674”
WEX Inc. reported first quarter 2026 results: revenue $673.8 million, net income $77.7 million, or $2.22 per diluted share, EPS $2.22 per diluted share. Guidance raised.
“amended, unless specifically identified as being incorporated into it by reference. --- EX-99.1 (EX-99.1) --- WEX Inc. Reports First Quarter 2026 Financial Results Revenue of $673.8 million increased 5.8% compared to the prior year GAAP net income of $2.22 per diluted share and adjusted net income of $4.15 per diluted share, an incre ase of 22.7% and 18.2%”
WEX Inc. incurred term loan of $450 million with Bank of America, N.A. at SOFR plus 1.75% maturing March 6, 2032.
“agent on behalf of the lenders, to, among other things, establish an incremental tranche of senior secured tranche B term loans in an aggregate principal amount of $450 million (the “Incremental Term Loan B-3 Facility”). The Company intends to use the net proceeds from the Notes Offering, together with the net proceeds of borrowings under the”
WEX Inc. incurred senior notes of $550 million with Citibank, N.A. at 6.500% maturing March 15, 2033.
“On March 6, 2025 (the “Closing Date”), WEX Inc. (the “Company”) completed its previously announced upsized offering (the “Notes Offering”) of $550 million in aggregate principal amount of its new 6.500% senior unsecured notes due 2033 (the “Notes”)”
WEX Inc. shareholders approved Ratification of appointment of Deloitte & Touche, LLP as independent registered public accounting firm for fiscal year ending December 31, 2024 at the 2024-05-09 meeting.
“The appointment of Deloitte & Touche, LLP as the independent registered public accounting firm for the Company for the fiscal year ending December 31, 2024 was ratified. For: 37,198,673 Against: 567,697 Abstain: 19,810”
WEX Inc. shareholders approved A non-binding, advisory proposal on the compensation of the Company’s named executive officers at the 2024-05-09 meeting.
“A non-binding, advisory proposal on the compensation of the Company’s named executive officers was approved. For: 37,012,270 Against: 751,625 Abstain: 22,285”
WEX Inc. shareholders approved Election of Directors at the 2024-05-09 meeting.
“The following nominees were elected to the Company’s Board of Directors as directors each for a one-year term, expiring at the Company’s 2025 annual meeting of stockholders, and until their respective successors are elected and qualified. Nancy Altobello For: 36,728,777 Against: 1,035,668 Abstain: 21,735”
WEX Inc. amended term loan of $900 million with Bank of America, N.A. maturing May 10, 2029.
“increases the size of the Company’s tranche A term loan facility from $844 million to $900 million”
WEX Inc. amended revolving credit of $1.6 billion with Bank of America, N.A. at 1.50% for SOFR loans and 0.50% for base rate loans maturing May 10, 2029.
“extends the maturity date of the Company’s revolving credit facility and tranche A term loans from April 1, 2026 to May 10, 2029, (ii) increases commitments under the Company’s revolving credit facility from $1.43 billion to $1.6 billion”
WEX Inc. amended Fifth Amendment to Amended and Restated Credit Agreement with Bank of America, N.A., as administrative agent (effective 2024-05-10).
“On May 10, 2024, WEX Inc. (the “Company”) and certain of its subsidiaries entered into the Fifth Amendment to Amended and Restated Credit Agreement (the “Fifth Amendment”), which amends that certain Amended and Restated Credit Agreement, dated as of April 1, 2021, by and among the Company and certain of its subsidiaries identified therein, the lenders party thereto from time to time, and Bank of America, N.A., as administrative agent on behalf of the lenders”
WEX Inc. reported the three months ended March 31, 2024 results: revenue $652.7 million, net income $65.8 million, EPS $1.55 per diluted share. Guidance raised.
“Total revenue for the first quarter of 2024 increased 7% to $652.7 million from $612.0 million for the first quarter of 2023.”
WEX Inc. reported financial results for the three months and year ended December 31, 2023.
“On February 8, 2024, WEX Inc. (the “Company”) issued a news release announcing its fourth-quarter and full year 2023 results”
WEX Inc. amended term loan of $1.4 billion with Bank of America, N.A. at 1.00% for base rate borrowings and 2.00% for term SOFR borrowings.
““Amended Credit Agreement”). The Fourth Amendment, amends certain terms of the Existing Credit Agreement, including without limitation, to reprice the Company’s approximately $1.4 billion of existing tranche B term loans, in connection with the issuance of new tranche B term loans in the same amount. The Fourth Amendment reduces the applicable interest rate margin”
WEX Inc. amended Fourth Amendment to Amended and Restated Credit Agreement with Bank of America, N.A., as administrative agent on behalf of the lenders valued at approximately $1.4 billion (effective 2024-01-22).
“On January 22, 2024, WEX Inc. (the “Company”) and certain of its subsidiaries entered into the Fourth Amendment to Amended and Restated Credit Agreement (the “Fourth Amendment”), which amends that certain Amended and Restated Credit Agreement, dated as of April 1, 2021”
Aimee Cardwell was elected as Class I Director at WEX Inc..
“On December 7, 2023, the Board of Directors (the “Board”) of WEX Inc. (the “Company”) voted to increase the size of the Board from 11 to 12 members and elected Aimee Cardwell as a Class I Director to fill the resulting vacancy, effective immediately, with a term expiring at the 2024 Annual Meeting of Stockholders.”
WEX Inc. reported the three months ended September 30, 2023 results: revenue $651.4 million, net income $18.4 million, EPS $0.42 per diluted share. Guidance raised.
“Total revenue for the third quarter of 2023 increased 6% to $651.4 million from $616.1 million for the third quarter of 2022.”
WEX Inc. amended revolving credit of from $930,000,000 to $1,430,000,000 with Bank of America, N.A., as administrative agent.
“increases commitments under the Company’s revolving credit facility from $930,000,000 to $1,430,000,000.”
WEX Inc. amended Third Amendment to Amended and Restated Credit Agreement with certain subsidiaries of the Company, the lenders party thereto from time to time, and Bank of America, N.A., as administrative agent on behalf of the lenders valued at increases commitments under the revolving credit facility from $930,000,000 to $1,430,000,000 (effective 2023-09-26).
“On September 26, 2023, WEX Inc. (the “Company”) and certain of its subsidiaries entered into the Third Amendment to Amended and Restated Credit Agreement (the “Third Amendment”), which amends that certain Amended and Restated Credit Agreement, dated as of April 1, 2021, by and among the Company and certain of its subsidiaries identified therein, the lenders party thereto from time to time, and Bank of America, N.A., as administrative agent on behalf of the lenders”
WEX Inc. amended Second Amendment to Amended and Restated Credit Agreement with Bank of America, N.A., as administrative agent (effective 2023-08-10).
“On August 10, 2023, the Company entered into the Second Amendment to Amended and Restated Credit Agreement (the “Second Amendment”), which amends that certain Amended and Restated Credit Agreement, dated as of April 1, 2021, by and among the Company and certain of its subsidiaries, as borrowers, the lenders party thereto from time to time, and Bank of America, N.A., as administrative agent on behalf of the lenders”
WEX Inc. entered into Repurchase Agreement with WP Bronco Holdings, LLC, an affiliate of funds managed by Warburg Pincus LLC valued at $310.0 million in aggregate principal amount (effective 2023-08-11).
“On August 11, 2023, WEX Inc. (the “Company”) entered into a privately negotiated repurchase agreement (the “Repurchase Agreement”) with WP Bronco Holdings, LLC, an affiliate of funds managed by Warburg Pincus LLC (the “Noteholder”), to repurchase all of the outstanding $310.0 million in aggregate principal amount (the “Repurchase”) of the Company’s outstanding 6.50% Convertible Senior Notes due 2027 (the “Convertible Notes”)”
WEX Inc. reported the full year 2023 results: revenue $2.50 billion to $2.52 billion, EPS $14.15 to $14.35 per diluted share. Guidance raised.
“For the full year 2023, the Company now expects revenue in the range of $2.50 billion to $2.52 billion, up from the prior guidance range of $2.45 billion to $2.49 billion. Adjusted net income attributable to shareholders is now expected to be in the range of $14.15 to $14.35 per diluted share, an increase from the prior guidance range of $13.85 to $14.25 per diluted share.”
WEX Inc. reported the three months ended June 30, 2023 results: revenue $621.3 million, net income $95.3 million, EPS $2.20 per diluted share.
“Total revenue for the second quarter of 2023 increased 4% to $621.3 million from $598.2 million for the second quarter of 2022. The revenue increase in the quarter includes a $53.0 million unfavorable impact from fuel prices and spreads and a $0.3 million favorable impact from foreign exchange rates. Net income attributable to shareholders on a GAAP basis increased by $61.2 million to a net income of $95.3 million, or $2.20 per diluted share, for the second quarter of 2023, up 191% compared with net income of $34.1 million, or $0.76 per diluted share, for the second quarter of 2022.”
WEX Inc. shareholders approved Ratification of appointment of Deloitte & Touche LLP as independent auditor at the 2023-05-11 meeting.
“4. The appointment of Deloitte & Touche, LLP as the independent registered public accounting firm for the Company for the fiscal year ending December 31, 2023 was ratified. For: 39,220,892 Against: 408,775 Abstain: 19,524”
WEX Inc. shareholders approved Non-binding advisory vote on frequency of future say-on-pay votes at the 2023-05-11 meeting.
“3. The shareholders recommended, in a non-binding, advisory vote, that future advisory votes on the compensation of the Company’s named executive officers be held every year. Every 1 Year: 39,023,421 Every 2 Years: 4,568 Every 3 Years: 610,039 Abstain: 11,163 Broker Non-Votes: 0”
WEX Inc. shareholders approved Non-binding advisory vote on executive compensation at the 2023-05-11 meeting.
“2. A non-binding, advisory proposal on the compensation of the Company’s named executive officers was approved. For: 37,884,877 Against: 1,742,231 Abstain: 22,082 Broker Non-Votes: 0”
WEX Inc. shareholders approved Election of Directors at the 2023-05-11 meeting.
“1. The following nominees were elected to the Company’s Board of Directors as directors for terms expiring at the 2024 annual meeting of stockholders. Daniel Callahan For: 39,573,813 Against: 55,105 Abstain: 20,273 Broker Non-Votes: 0 Shikhar Ghosh For: 38,231,931 Against: 1,397,081 Abstain: 20,179 Broker Non-Votes: 0 James Groch For: 39,580,189 Against: 48,803 Abstain: 20,199 Broker Non-Votes: 0 James (Jim) Neary For: 39,566,760 Against: 62,247 Abstain: 20,184 Broker Non-Votes: 0 Melissa Smith For: 38,626,493 Against: 995,129 Abstain: 27,569 Broker Non-Votes: 0 Stephen Smith For: 39,129,094 Against: 499,881 Abstain: 20,216 Broker Non-Votes: 0 Susan Sobbott For: 38,703,398 Against: 925,823 Abstain: 19,970 Broker Non-Votes: 0 Regina Sommer For: 38,980,522 Against: 648,687 Abstain: 19,982 Broker Non-Votes: 0”
WEX Inc. reported the three months ended March 31, 2023 results: revenue $612.0 million, net income $68.0 million, EPS $1.56 per diluted share. Guidance raised.
“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 margin of 37.6% Total volume increased 17% year-over-year to $52.3 billion Raises full-year 2023 financial guidance”
WEX Inc. reported three months and year ended December 31, 2022 results: revenue Total revenue for the fourth quarter of 2022 increased 24% to $618.6 million, net income net income attributable to shareholders for the fourth quarter of 2022 was $88.7 million, EPS $2.02 per diluted share.
“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.”
WEX Inc.: Amended and restated by-laws to address universal proxy rules, stockholder nominee information, director nominee interviews, stockholder list review, and broker non-vote counting (effective 2022-12-09).
“On December 9, 2022, the Board of Directors (the “Board”) of WEX Inc. (the “Company”) approved an amendment and restatement of the Company’s By-Laws (as amended, the “Amended and Restated By-Laws”), effective as of such date.”
WEX Inc. reported third quarter 2022 results: revenue $616.1 million, net income net loss of $44.1 million, or $1.00 per diluted share. Guidance raised.
“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”
Bhavana Bartholf resigned as Director at WEX Inc..
“On September 16, 2022, Bhavana Bartholf, a member of Class I of the Board of Directors (the “Board”) of WEX Inc. (the “Company”), submitted her resignation from the Board, including from the Audit and Technology Committees of the Board, effective immediately.”
Jennifer Kimball changed role as Chief Accounting Officer at WEX Inc..
“Jennifer Kimball, currently the Company’s Interim Chief Financial Officer, principal financial officer, Chief Accounting Officer, and principal accounting officer, will no longer serve as Interim Chief Financial Officer and principal financial officer, but will continue to serve as the Company’s Chief Accounting Officer and principal accounting officer.”
Jagtar Narula was appointed as Chief Financial Officer at WEX Inc..
“On April 25, 2022, the Board of Directors of WEX Inc. (the “Company”) appointed Jagtar Narula as the Chief Financial Officer of the Company, effective as of May 25, 2022.”
Jennifer Kimball was appointed as Interim Chief Financial Officer at WEX Inc..
“On January 1, 2022, the Board of Directors of the Company appointed Jennifer Kimball, the Company’s current Chief Accounting Officer, as the Interim Chief Financial Officer of the Company, effective immediately.”
Roberto Simon resigned as Chief Financial Officer at WEX Inc..
“On December 29, 2021, Roberto Simon resigned his position as Chief Financial Officer of WEX Inc. (the “Company”), effective as of the end of the day on December 31, 2021”
Scott Phillips departed as President, Global Fleet at WEX Inc..
“Scott Phillips, President, Global Fleet, will leave WEX on April 1, 2022.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.