IDEX insider uses 290 shares for tax payment

An IDEX Group Executive settled equity award costs by disposing of 290 shares and now directly holds 5,408 shares.

Available on EDGAR 09/18/2026 - 04:29 PM EDT Accepted by SEC EDGAR 09/18/2026 - 04:28 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

IDEX CORP (IEX) reported that officer Tara M. Tereso, Group Executive, HST, had 290 shares of common stock disposed of on September 16, 2026 as a payment of exercise price or tax liability by delivering or withholding securities at a price of $222.84 per share. Following this transaction, Tereso directly holds 5,408 shares of IDEX common stock, and no Rule 10b5-1 trading plan is reported.

Insider Trade Summary

Exercise Price or Tax Liability: 290 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	290	$222.84	$65K

Holdings After Transaction: COMMON STOCK — 5,408 shares (Direct)

Key Figures

Shares disposed: 290 shares Transaction price per share: $222.84 per share Shares held after transaction: 5,408 shares

3 metrics

Shares disposed 290 shares Payment of exercise price or tax liability on September 16, 2026

Transaction price per share $222.84 per share Value used for the 290-share disposition

Shares held after transaction 5,408 shares Direct holdings of Tara M. Tereso following the Form 4 transaction

Key Terms

Payment of exercise price or tax liability, Rule 10b5-1, common stock

3 terms

Payment of exercise price or tax liability financial

"290 shares disposed as 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.

common stock financial

"290 shares of common stock were disposed of"

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

FAQ

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

What insider transaction did IEX report for Tara M. Tereso on this Form 4?

The filing reports that 290 shares of IDEX CORP (IEX) common stock were disposed of on September 16, 2026 as payment of exercise price or tax liability by delivering or withholding securities at $222.84 per share.

How many IEX shares does Tara M. Tereso hold after the reported Form 4 transaction?

After the transaction, Tara M. Tereso directly holds 5,408 shares of IDEX CORP common stock, as stated in the Form 4.

Was the September 16, 2026 IEX Form 4 transaction a market sale or a tax/exercise settlement?

The Form 4 characterizes the 290-share disposition as payment of exercise price or tax liability by delivering or withholding securities, rather than a standard open-market sale.

What price per share is associated with the IEX insider transaction on September 16, 2026?

The transaction involving 290 shares of IDEX common stock is reported at a price of $222.84 per share, used for the payment of exercise price or tax liability by delivering or withholding securities.

Is the IEX Form 4 transaction by Tara M. Tereso under a Rule 10b5-1 trading plan?

No. The document-level Rule 10b5-1 checkbox is marked false, indicating that no Rule 10b5-1 trading plan is reported for this transaction.

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

Form 4 Insider Transactions: What Each Field Means →

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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)
09/16/2026

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	09/16/2026		F		290	D	$222.84	5,408	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	09/18/2026
	** 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)