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IDEX SEC Filings

IEX NYSE

Welcome to our dedicated page for IDEX SEC filings (Ticker: IEX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

IDEX Corporation filings document formal disclosures for an NYSE-listed engineered products company with common stock trading under IEX. Recent 8-K reports furnish quarterly and annual operating results, press-release exhibits, share repurchase authorization, capital-return activity, and executive officer changes.

The company’s proxy and annual meeting filings cover board elections, advisory executive compensation votes, auditor ratification, and related governance disclosures. Its filings also identify registered common stock, Inline XBRL cover-page data, exhibit filings, and material-event reporting tied to financial condition, leadership, shareholder votes, and capital allocation.

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IDEX CORP executive Tara M. Tereso reported equity compensation changes and related tax withholding. On February 19, 2026, she acquired an award of 1,055 shares of common stock and 4,445 stock options at an exercise price of $0.0000 per option, described as grants or awards. The restricted shares vest in three roughly equal annual installments beginning February 19, 2027, and the options vest in four roughly equal annual installments beginning the same date, in each case conditioned on continued service.

On February 23, 2026, 154 shares of common stock were disposed of at a price of $207.48 per share to satisfy tax withholding obligations, a non‑market “F” code transaction. After these transactions, Tereso directly held 5,836 shares of common stock and 4,445 options.

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Simmons William L. reported acquisition or exercise transactions in this Form 4 filing.

IDEX CORP officer William L. Simmons reported equity awards rather than open-market trades. On February 19, 2026, he received options to buy 4,445 shares of common stock and an award of 1,055 restricted stock units. The RSUs each represent a right to one share of common stock and vest in three substantially equal annual installments beginning February 19, 2027, contingent on continued service. The stock options vest in four substantially equal annual installments beginning on the same date, also subject to his continued service.

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IDEX CORP reported insider equity awards and a related tax share disposition for Vice President and Chief Accounting Officer Allison S. Lausas.

On February 19, 2026, Lausas received a grant of 275 shares of common stock and an award of 1,145 stock options, both at a stated price of $0.0000 per share. The restricted shares vest in three substantially equal annual installments beginning February 19, 2027, while the options vest in four substantially equal annual installments beginning the same date, in each case subject to continued service.

On February 20, 2026, Lausas disposed of 179 shares of common stock at $207.86 per share in a tax-withholding disposition. Following these transactions, she directly owned 3,947 shares of common stock and 1,145 stock options.

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Gillen Sean M. reported acquisition or exercise transactions in this Form 4 filing.

IDEX CORP reported that its SVP and Chief Financial Officer, Sean M. Gillen, received new equity awards. He was granted 10,160 options to buy common stock and 2,410 restricted shares on February 19, 2026. The restricted shares vest in three substantially equal annual installments beginning February 19, 2027, conditioned on his continued service. The stock options vest in four substantially equal annual installments starting on the same date, also subject to his continuous employment. These awards increase his direct equity stake in the company and are designed to align his compensation with long-term company performance.

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ASHLEMAN ERIC D reported acquisition or exercise transactions in this Form 4 filing.

IDEX CORP CEO and President Eric D. Ashleman reported equity awards rather than open-market trades. He received 38,165 options to buy IDEX common stock and a separate grant of 9,040 shares of common stock, awarded at a stated price of $0.00 per share as compensation.

The 9,040-share award represents restricted stock units, each convertible into one share of common stock. These RSUs vest in three substantially equal annual installments beginning February 22, 2027, conditioned on his continued service. The stock options vest in four substantially equal annual installments starting on the same date, also subject to continued service.

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Anderson Lisa M reported acquisition or exercise transactions in this Form 4 filing.

IDEX CORP senior executive Lisa M. Anderson, who serves as SVP, General Counsel, Chief Administrative Officer and Corporate Secretary, reported equity compensation awards. She received options for 5,080 shares of common stock and a grant of 1,205 restricted shares, both at a price of $0.00 per share as part of her compensation.

The restricted shares vest in three substantially equal annual installments starting on February 19, 2027, contingent on her continuous service. The stock options vest in four substantially equal annual installments beginning on the same date, also conditioned on continued service. After these awards, she directly holds 4,327 common shares and 5,080 options.

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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.

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IDEX CORP /DE/ executive William L. Simmons filed an initial ownership report showing his existing equity awards and stock holdings. The filing lists several option grants with remaining exercisable rights to buy shares, plus common stock holdings. Footnotes explain that 1,699 restricted stock units are included, each convertible into one share of common stock, with portions scheduled to vest in 2026 and 2028, subject to his continued service. Overall, this Form 3 establishes his baseline ownership position as a company officer rather than reporting new market transactions.

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IDEX Corporation filed its annual report describing a diversified industrial business built around three segments: Health & Science Technologies, Fluid & Metering Technologies and Fire & Safety/Diversified Products. In 2025, segments contributed 43%/35%/22% of segment net sales, with Adjusted EBITDA at 39%/40%/21%.

Sales were geographically balanced, with 51% of total IDEX sales domestic and 49% international. The company serves niche markets such as life sciences, semiconductor, water, energy, fire and safety, agriculture and industrial applications through more than 50 subsidiaries.

IDEX had approximately 8,700 employees at December 31, 2025 and emphasizes human capital development, inclusion initiatives and safety programs. The company highlights extensive cybersecurity governance aligned with NIST guidance and discloses broad operational, macroeconomic, AI, climate and regulatory risk factors.

The report notes a strong equity profile, including a non‑affiliate equity market value of $13.23 billion as of June 30, 2025 at a $175.57 share price, 74,347,824 shares outstanding as of February 13, 2026, and nearly $925 million remaining under authorized share repurchase programs after buying back 432,280 shares in the fourth quarter.

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FAQ

How many IDEX (IEX) SEC filings are available on StockTitan?

StockTitan tracks 44 SEC filings for IDEX (IEX), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for IDEX (IEX)?

The most recent SEC filing for IDEX (IEX) was filed on March 4, 2026.