Welcome to our dedicated page for IDEX /DE/ 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.
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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.
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.
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.
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.
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.
IDEX Corporation has announced a leadership change in its strategy function. On February 4, 2026, the company notified Roopa Unnikrishnan, its Senior Vice President, Chief Strategy and Innovation Officer and a current named executive officer, that her position will be eliminated effective February 28, 2026.
IDEX expects to enter into a separation agreement with Ms. Unnikrishnan under the termination-without-cause terms set out in her existing letter agreement, as previously described in the company’s proxy statement filed in March 2025. The filing does not describe broader organizational changes beyond this role elimination.
A shareholder of IEX has filed a Rule 144 notice to sell up to 14,150 common shares. The filing lists an aggregate market value of $674,916.94 for these shares, to be sold through UBS Financial Services Inc. on the NYSE, with an approximate sale date of 02/06/2026.
The notice states the shares were acquired on 02/06/2026 via a stock option release from the issuer, in the same amount of 14,150 shares. The document also notes that 74,849,436 shares of this class are outstanding, providing context for the potential sale size.
IDEX Corporation filed a current report to share that it has issued a press release announcing its financial results for the period ended December 31, 2025. The press release, dated February 4, 2026, is furnished as Exhibit 99.1 to the report.
The company notes that the information in this item, including the press release, is being furnished rather than filed, which limits its exposure to certain Exchange Act liabilities and controls how it may be incorporated by reference into other securities filings.
IDEX Corporation reported an equity grant to its senior vice president and chief financial officer, Sean M. Gillen. On 01/05/2026, he received 16,595 shares of common stock at a price of $0 per share as an equity award. These are restricted shares that vest in three substantially equal annual installments on each of the first, second and third anniversaries of the grant date, conditioned on his continued employment through each vesting date. Following this award, Gillen beneficially owns 16,595 shares of IDEX common stock in direct form.
IDEX Corporation insider Sean M. Gillen, SVP and Chief Financial Officer, filed an initial ownership report showing no beneficial ownership of company securities. The Form 3 indicates that, as of the event date of January 5, 2026, there are no non-derivative or derivative securities of IDEX Corp reported as beneficially owned by this officer.