IDEX officer uses 138 shares for tax payment

IDEX CORP disclosed a small Form 4 transaction by a senior officer to cover equity-related obligations, leaving the officer with 5,698 directly held shares.

Available on EDGAR 09/15/2026 - 04:15 PM EDT Accepted by SEC EDGAR 09/15/2026 - 04:14 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

IDEX CORP (IEX) reported that officer Tara M. Tereso, Group Executive, HST, had 138 shares of common stock delivered or withheld on September 11, 2026 for payment of exercise price or tax liability, at a recorded value of $221.46 per share. After this transaction, Tereso directly holds 5,698 common shares. No Rule 10b5-1 trading plan is reported for this transaction.

Insider Trade Summary

Exercise Price or Tax Liability: 138 shares

Exercise Price or Tax Liability 1 txn

Insider Tereso Tara M.

Role Group Executive, HST

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	COMMON STOCK	138	$221.46	$31K

Holdings After Transaction: COMMON STOCK — 5,698 shares (Direct)

Key Figures

Shares delivered or withheld: 138 shares Recorded transaction price: $221.46 per share Shares held after transaction: 5,698 shares

3 metrics

Shares delivered or withheld 138 shares Common stock used for payment of exercise price or tax liability on September 11, 2026

Recorded transaction price $221.46 per share Value applied to the 138-share code F transaction

Shares held after transaction 5,698 shares Directly held IDEX CORP common stock by Tara M. Tereso following the transaction

Key Terms

Payment of exercise price or tax liability, Rule 10b5-1, Form 4

3 terms

Payment of exercise price or tax liability financial

"transaction code F indicates payment of exercise price or tax liability"

Rule 10b5-1 regulatory

"No Rule 10b5-1 trading plan is reported for this transaction"

Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.

Form 4 regulatory

"disclosed in a Form 4 insider transaction filing"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

FAQ

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

What insider transaction did IDEX CORP (IEX) report for Tara M. Tereso?

IDEX CORP reported that officer Tara M. Tereso had 138 shares of common stock delivered or withheld on September 11, 2026 to pay exercise price or tax liability, as indicated by transaction code F.

At what price was the Form 4 transaction in IEX shares recorded?

The Form 4 records the transaction at $221.46 per share for 138 shares of IDEX CORP common stock, in connection with payment of exercise price or tax liability.

How many IDEX CORP (IEX) shares does Tara M. Tereso hold after this transaction?

After the reported transaction, Tara M. Tereso directly holds 5,698 shares of IDEX CORP common stock, as disclosed in the Form 4 filing.

Was the IDEX CORP (IEX) insider transaction under a Rule 10b5-1 plan?

No. The Form 4 indicates that no Rule 10b5-1 trading plan is reported for this transaction; the document-level Rule 10b5-1 checkbox is not checked.

What does transaction code F mean in the IDEX CORP (IEX) Form 4?

Transaction code F means the payment of exercise price or tax liability by delivering or withholding securities. In this case, 138 IDEX CORP shares were used for that purpose.

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

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SEC Form 4

FORM 4

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

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Tereso Tara M.

(Last) (First) (Middle)

3100 SANDERS ROAD

SUITE 301

(Street)

NORTHBROOK ILLINOIS 60062

(City) (State) (Zip)

UNITED STATES

(Country)

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

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

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/11/2026

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

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

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

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
COMMON STOCK	09/11/2026		F		138	D	$221.46	5,698	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

	/s/ Sam Rayburn, by Power of Attorney	09/15/2026
	** 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 4 (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.
* Form 4: SEC 1474 (03-26)