IDEX executive reports initial share, option holdings

Q: What does the Form 3 filed by IDEX (IEX) executive Tara Tereso show?

The Form 3 shows Tara M. Tereso’s existing equity holdings in IDEX, including multiple stock option awards and 4,935 common shares. It establishes her baseline ownership as a new reporting insider, rather than disclosing new stock purchases or sales.

Q: How many IDEX (IEX) common shares does Tara Tereso beneficially own on this Form 3?

The filing reports 4,935 IDEX common shares held directly by Tara Tereso. This amount includes restricted stock that is scheduled to vest over time, giving investors a view of her current and future potential share ownership if vesting conditions are met.

Q: How many restricted IDEX (IEX) shares are included in Tara Tereso’s holdings?

The Form 3 states that 2,257 restricted shares are included in the 4,935 common shares. These restricted shares vest in three tranches on September 11, 2026, September 16, 2026, and February 20, 2028, contingent on her continuous service with IDEX.

Q: When do Tara Tereso’s restricted IDEX (IEX) shares vest?

The restricted shares vest in three steps: 470 shares on September 11, 2026, 987 shares on September 16, 2026, and 800 shares on February 20, 2028. Each vesting date requires Tara Tereso’s continued service with IDEX through that date.

Q: What stock option grants are disclosed for Tara Tereso in the IDEX (IEX) Form 3?

The Form 3 lists several options to buy IDEX common stock, each vesting in four substantially equal annual installments. Different grants begin vesting on February 24, 2023; February 23, 2024; September 11, 2024; February 22, 2025; and February 20, 2026, subject to continued service.

Q: Does the IDEX (IEX) Form 3 indicate any recent stock purchases or sales by Tara Tereso?

The Form 3 does not indicate specific buy or sell transactions; it records existing holdings and option grants. Transaction codes are not provided, and the entries are characterized as holdings, which is typical for an initial beneficial ownership report.

IDEX CORP (IEX) executive Tara M. Tereso filed an initial ownership report showing her existing equity holdings.

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Rhea-AI Filing Summary

IDEX CORP (IEX) executive Tara M. Tereso filed an initial ownership report showing her existing equity holdings. The filing lists several stock option awards on IDEX common shares and a direct holding of 4,935 common shares, including 2,257 restricted shares that vest in stages through February 20, 2028, subject to continued service.

Insider Trade Summary

6 transactions reported

Mixed 6 txns

Insider Tereso Tara M.

Role Group Executive, HST

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) — 10,310 contracts (Direct); COMMON STOCK — 4,935 shares (Direct)

Footnotes (6)

F1. Includes 2,257 restricted shares, which vest as follows, subject to the Reporting Person?s continuous service through each such date: (i) 470 restricted shares vest on September 11, 2026, (ii) 987 restricted shares vest on September 16, 2026, and (iii) 800 restricted shares vest on February 20, 2028.
F2. This option vests in four substantially equal annual installments beginning February 24, 2023, subject to the Reporting Person?s continuous service through each such date.
F3. 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.
F4. This option vests in four substantially equal annual installments beginning September 11, 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 Form 3 filed by IDEX (IEX) executive Tara Tereso show?

The Form 3 shows Tara M. Tereso’s existing equity holdings in IDEX, including multiple stock option awards and 4,935 common shares. It establishes her baseline ownership as a new reporting insider, rather than disclosing new stock purchases or sales.

How many IDEX (IEX) common shares does Tara Tereso beneficially own on this Form 3?

The filing reports 4,935 IDEX common shares held directly by Tara Tereso. This amount includes restricted stock that is scheduled to vest over time, giving investors a view of her current and future potential share ownership if vesting conditions are met.

How many restricted IDEX (IEX) shares are included in Tara Tereso’s holdings?

The Form 3 states that 2,257 restricted shares are included in the 4,935 common shares. These restricted shares vest in three tranches on September 11, 2026, September 16, 2026, and February 20, 2028, contingent on her continuous service with IDEX.

When do Tara Tereso’s restricted IDEX (IEX) shares vest?

The restricted shares vest in three steps: 470 shares on September 11, 2026, 987 shares on September 16, 2026, and 800 shares on February 20, 2028. Each vesting date requires Tara Tereso’s continued service with IDEX through that date.

What stock option grants are disclosed for Tara Tereso in the IDEX (IEX) Form 3?

The Form 3 lists several options to buy IDEX common stock, each vesting in four substantially equal annual installments. Different grants begin vesting on February 24, 2023; February 23, 2024; September 11, 2024; February 22, 2025; and February 20, 2026, subject to continued service.

Does the IDEX (IEX) Form 3 indicate any recent stock purchases or sales by Tara Tereso?

The Form 3 does not indicate specific buy or sell transactions; it records existing holdings and option grants. Transaction codes are not provided, and the entries are characterized as holdings, which is typical for an initial beneficial ownership report.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 02/23/2026 - 09:37 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^*

Tereso Tara M.

(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, HST

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	4,935⁽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⁾	02/24/2032	COMMON STOCK	2,320	$188.99	D
OPTIONS (RIGHT TO BUY)	⁽³⁾	02/23/2033	COMMON STOCK	1,105	$225.69	D
OPTIONS (RIGHT TO BUY)	⁽⁴⁾	09/11/2033	COMMON STOCK	1,730	$215	D
OPTIONS (RIGHT TO BUY)	⁽⁵⁾	02/22/2034	COMMON STOCK	1,810	$235.13	D
OPTIONS (RIGHT TO BUY)	⁽⁶⁾	02/20/2035	COMMON STOCK	3,345	$196.07	D

Explanation of Responses:

1. Includes 2,257 restricted shares, which vest as follows, subject to the Reporting Person?s continuous service through each such date: (i) 470 restricted shares vest on September 11, 2026, (ii) 987 restricted shares vest on September 16, 2026, and (iii) 800 restricted shares vest on February 20, 2028.

2. This option vests in four substantially equal annual installments beginning February 24, 2023, subject to the Reporting Person?s continuous service through each such date.

3. 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.

4. This option vests in four substantially equal annual installments beginning September 11, 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