IDEX (IEX) executive Tara Tereso details initial stock and option holdings
Filing Impact
Filing Sentiment
Form Type
3
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.
Positive
- None.
Negative
- None.
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) — 2,320 shares (Direct);
COMMON STOCK — 4,935 shares (Direct)
Footnotes (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. 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. 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. 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. 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. 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
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.
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.