IDEX executive reports initial holdings in Form 3

IDEX CORP /DE/ executive William L. Simmons filed an initial ownership report showing his existing equity awards and stock holdings.

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Form Type

Rhea-AI Filing Summary

IDEX CORP /DE/ executive William L. Simmons filed an initial ownership report showing his existing equity awards and stock holdings. The filing lists several option grants with remaining exercisable rights to buy shares, plus common stock holdings. Footnotes explain that 1,699 restricted stock units are included, each convertible into one share of common stock, with portions scheduled to vest in 2026 and 2028, subject to his continued service. Overall, this Form 3 establishes his baseline ownership position as a company officer rather than reporting new market transactions.

Insider Trade Summary

6 transactions reported

Mixed 6 txns

Insider Simmons William L.

Role Group Executive, FMT & FSDP

Type	Security	Shares	Price	Value
holding	OPTIONS (RIGHT TO BUY)	--	--	--
holding	OPTIONS (RIGHT TO BUY)	--	--	--
holding	OPTIONS (RIGHT TO BUY)	--	--	--
holding	OPTIONS (RIGHT TO BUY)	--	--	--
holding	OPTIONS (RIGHT TO BUY)	--	--	--
holding	COMMON STOCK	--	--	--

Holdings After Transaction: OPTIONS (RIGHT TO BUY) — 11,144 contracts (Direct); COMMON STOCK — 1,837 shares (Direct)

Footnotes (6)

F1. Includes 1,699 restricted stock units (?RSUs?). Each RSU represents a contingent right to receive one share of the Issuer?s common stock. These RSUs vest as follows, subject to the Reporting Person?s continuous service through each such date: (i) 987 RSUs vest on September 16, 2026, and (ii) 712 RSUs vest on February 20, 2028.
F2. Represents 454 shares remaining from an original option grant of 1,815 shares, which option is fully vested.
F3. Represents 870 shares remaining from an original option grant of 1,740 shares, which option vests in four substantially equal annual installments beginning February 24, 2023, subject to the Reporting Person?s continuous service through each such date.
F4. This option vests in four substantially equal annual installments beginning February 23, 2024, subject to the Reporting Person?s continuous service through each such date.
F5. This option vests in four substantially equal annual installments beginning February 22, 2025, subject to the Reporting Person?s continuous service through each such date.
F6. This option vests in four substantially equal annual installments beginning February 20, 2026, subject to the Reporting Person?s continuous service through each such date.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the IDEX (IEX) Form 3 filing by William L. Simmons report?

The Form 3 filing reports William L. Simmons’s baseline ownership in IDEX, including common stock, stock options, and restricted stock units. It does not show new buy or sell transactions, only his existing equity positions as an officer.

What types of securities does William L. Simmons hold in IDEX (IEX)?

William L. Simmons holds IDEX common stock, multiple grants of options representing rights to buy shares, and 1,699 restricted stock units. Each RSU represents a contingent right to receive one share of IDEX common stock upon vesting, subject to his continuous service.

How many restricted stock units are reported in the IDEX (IEX) Form 3?

The Form 3 states that Simmons holds 1,699 restricted stock units. Each RSU converts into one share of IDEX common stock upon vesting, with specific portions scheduled to vest in future years if he remains in continuous service.

How do the IDEX (IEX) stock options in the Form 3 vest over time?

The stock options generally vest in four substantially equal annual installments beginning on specified past or future February dates. Vesting for each grant is subject to Simmons’s continuous service through each vesting date, as detailed in the footnotes.

Does the IDEX (IEX) Form 3 show any insider buying or selling activity?

The Form 3 does not show insider buying or selling activity. It classifies the entries as holdings, with unknown transaction codes, indicating this is an initial ownership report rather than a record of new market trades by Simmons.

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Accepted by SEC EDGAR 02/23/2026 - 09:34 PM

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Simmons William L.

(Last)

(First)

(Middle)

3100 SANDERS ROAD

SUITE 301

(Street)

NORTHBROOK

60062

(City)

(State)

(Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
02/18/2026

3. Issuer Name and Ticker or Trading Symbol
IDEX CORP /DE/ [ IEX ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	Group Executive, FMT & FSDP

5. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
COMMON STOCK	1,837⁽¹⁾	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
1. Title of Derivative Security (Instr. 4)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
OPTIONS (RIGHT TO BUY)	⁽²⁾	02/25/2031	COMMON STOCK	454	$197.11	D
OPTIONS (RIGHT TO BUY)	⁽³⁾	02/24/2032	COMMON STOCK	870	$188.99	D
OPTIONS (RIGHT TO BUY)	⁽⁴⁾	02/23/2033	COMMON STOCK	4,855	$225.69	D
OPTIONS (RIGHT TO BUY)	⁽⁵⁾	02/22/2034	COMMON STOCK	1,885	$235.13	D
OPTIONS (RIGHT TO BUY)	⁽⁶⁾	02/20/2035	COMMON STOCK	3,080	$196.07	D

Explanation of Responses:

1. Includes 1,699 restricted stock units (?RSUs?). Each RSU represents a contingent right to receive one share of the Issuer?s common stock. These RSUs vest as follows, subject to the Reporting Person?s continuous service through each such date: (i) 987 RSUs vest on September 16, 2026, and (ii) 712 RSUs vest on February 20, 2028.

2. Represents 454 shares remaining from an original option grant of 1,815 shares, which option is fully vested.

3. Represents 870 shares remaining from an original option grant of 1,740 shares, which option vests in four substantially equal annual installments beginning February 24, 2023, subject to the Reporting Person?s continuous service through each such date.

4. This option vests in four substantially equal annual installments beginning February 23, 2024, subject to the Reporting Person?s continuous service through each such date.

5. This option vests in four substantially equal annual installments beginning February 22, 2025, subject to the Reporting Person?s continuous service through each such date.

6. This option vests in four substantially equal annual installments beginning February 20, 2026, subject to the Reporting Person?s continuous service through each such date.

Remarks:

Exhibit List: Exhibit 24 - Power of Attorney

	/s/ Sam Rayburn, by Power of Attorney	02/23/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR