IDEX director granted 1,035 restricted stock units

IDEX CORP director Katrina L. Helmkamp received an equity award of 1,035 shares of common stock in the form of restricted stock units.

Rhea-AI Filing Summary

IDEX CORP director Katrina L. Helmkamp received an equity award of 1,035 shares of common stock in the form of restricted stock units. The award was granted at a price of $0.00 per share as compensation, not as an open-market purchase.

After this grant, Helmkamp directly holds 14,235 shares of IDEX common stock. Each RSU converts into one share of common stock and vests in full on the earlier of May 6, 2027 and the date of IDEX’s next annual stockholders meeting, provided that meeting occurs at least 50 weeks after the prior year’s meeting and she remains in continuous service through the vesting date.

Insider Trade Summary

Grant/Award: 1,035 shares

Grant/Award 1 txn

Insider Helmkamp Katrina L

Role Director

Type	Security	Shares	Price	Value
Grant/Award	COMMON STOCK	1,035	$0.00	$0.00

Holdings After Transaction: COMMON STOCK — 14,235 shares (Direct)

Footnotes (1)

1. F1. Represents an award of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. These RSUs vest in full on the earlier of May 6, 2027, and the date of the Issuer's next annual stockholders meeting if it is at least 50 weeks after the prior year's meeting, subject to the Reporting Person's continuous service through such date.

Key Figures

RSU grant size: 1,035 shares Grant price per share: $0.00 per share Shares held after grant: 14,235 shares +1 more

4 metrics

RSU grant size 1,035 shares Restricted stock units of IDEX common stock granted on May 6, 2026

Grant price per share $0.00 per share Compensation award, not an open-market purchase

Shares held after grant 14,235 shares Direct IDEX common stock ownership following the RSU award

RSU vesting date trigger May 6, 2027 Vests on earlier of this date or next annual stockholders meeting meeting timing condition

Key Terms

restricted stock units, RSUs, annual stockholders meeting

3 terms

restricted stock units financial

"Represents an award of restricted stock units ("RSUs"). Each RSU represents a contingent right"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

RSUs financial

"Represents an award of restricted stock units ("RSUs"). Each RSU represents a contingent right"

RSUs, or restricted stock units, are a form of company shares given to employees as part of their compensation. They are typically awarded with certain restrictions, such as a waiting period before they can be fully owned or sold, similar to earning a gift that becomes fully yours over time. For investors, RSUs can impact a company's stock offerings and reflect how much the company relies on stock-based incentives to attract and retain talent.

annual stockholders meeting financial

"on the earlier of May 6, 2027, and the date of the Issuer's next annual stockholders meeting"

FAQ

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

What did IDEX (IEX) director Katrina Helmkamp report in this Form 4?

Katrina L. Helmkamp reported receiving a grant of 1,035 restricted stock units of IDEX common stock. The award is compensation, carries a grant price of $0.00 per share, and increases her direct holdings to 14,235 shares following the transaction.

Is the Helmkamp Form 4 transaction in IDEX (IEX) a stock purchase or a grant?

The transaction is a grant of restricted stock units, not an open-market stock purchase. Helmkamp received 1,035 RSUs as a compensation award, recorded with transaction code A, which denotes a grant, award, or other acquisition rather than a market buy.

When do Katrina Helmkamp’s 1,035 IDEX (IEX) RSUs vest?

The 1,035 restricted stock units vest in full on the earlier of May 6, 2027 and the date of IDEX’s next annual stockholders meeting, provided that meeting is at least 50 weeks after the prior year’s meeting and she maintains continuous service through vesting.

How many IDEX (IEX) shares does Katrina Helmkamp hold after this Form 4 transaction?

Following the RSU grant, Katrina Helmkamp directly holds 14,235 shares of IDEX common stock. This figure includes the effect of the 1,035-share restricted stock unit award reported in the filing and reflects her updated post-transaction ownership position.

What does each restricted stock unit (RSU) represent in the IDEX (IEX) filing?

Each RSU represents a contingent right to receive one share of IDEX common stock. The shares are delivered only if the vesting conditions are met, including the specified vesting date trigger and Helmkamp’s continuous service through that vesting date.

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

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Accepted by SEC EDGAR 05/08/2026 - 04:40 PM Learn about SEC filing dates

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^*

Helmkamp Katrina L

(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)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/06/2026

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	05/06/2026		A		1,035(1)	A	$0	14,235	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:

1. Represents an award of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. These RSUs vest in full on the earlier of May 6, 2027, and the date of the Issuer's next annual stockholders meeting if it is at least 50 weeks after the prior year's meeting, subject to the Reporting Person's continuous service through such date.

	/s/ Sam Rayburn, by Power of Attorney	05/08/2026
	** 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)