IDEXX LABORATORIES INC /DE·4

Feb 17, 7:30 PM ET

Emerson Andrew 4

4 · IDEXX LABORATORIES INC /DE · Filed Feb 17, 2026

Research Summary

AI-generated summary of this filing

Updated

IDEXX (IDXX) CFO Andrew Emerson Exercises Options, Receives RSUs

What Happened

  • Andrew Emerson, EVP, Chief Financial Officer and Treasurer of IDEXX Laboratories (IDXX), had a series of equity compensation transactions in mid-February 2026. He was granted RSUs and also exercised/converted a number of derivative awards. To satisfy tax withholding related to these transactions, 123 shares were disposed of for proceeds of $77,410 (123 shares × $629.35/share).

Key Details

  • Main activity:
    • Feb 12, 2026: Grants — RSU awards totaling 5,445 RSUs (4,270 + 162 + 729 + 284) reported as derivative acquisitions (code A).
    • Feb 14, 2026: Exercise/conversion of derivatives totaling 456 shares (61 + 94 + 42 + 194 + 65) reported as acquired (code M) with corresponding disposition/plan transfers on the same dates.
    • Feb 14, 2026: Tax withholding sale (code F) — 123 shares sold at $629.35/share for $77,410 to cover tax liabilities.
  • Transaction codes: A = award/grant; M = exercise/conversion of derivative; F = payment of exercise price or tax withholding.
  • Footnotes of note:
    • Some RSUs were deferred under the company’s Deferred Compensation Plan and have varied vesting schedules (see footnotes F2, F10–F13).
    • F1 notes 18.666 shares bought under the ESPP in 2025 (minor additional holdings).
  • Shares owned after the transactions: not specified in the information provided.
  • Filing: Report filed Feb 17, 2026 covering transactions in mid-February; filing appears to be a routine Form 4 disclosure.

Context

  • These were compensation-related transactions (grants and derivative exercises), not open-market purchases — such activity is generally routine and part of executive pay programs rather than a direct market endorsement.
  • The sale of 123 shares was a tax-withholding/cashless-type disposition to satisfy tax obligations arising from the vesting/conversion—common in RSU/option settlements and not necessarily a signal of a personal decision to reduce holdings for other reasons.
  • RSU grants include various vesting schedules (annual installments across coming years); some RSUs were deferred into the company’s Deferred Compensation Plan and will be payable per the plan terms.

Insider Transaction Report

Form 4
Period: 2026-02-12
Emerson Andrew
EVP, CFO and Treasurer
Transactions
  • Exercise/Conversion

    Common Stock

    [F1]
    2026-02-14+613,950.444 total
  • Exercise/Conversion

    Common Stock

    2026-02-14+944,044.444 total
  • Exercise/Conversion

    Common Stock

    2026-02-14+424,086.444 total
  • Exercise/Conversion

    Common Stock

    2026-02-14+1944,280.444 total
  • Exercise/Conversion

    Common Stock

    [F2]
    2026-02-14+654,345.444 total
  • Tax Payment

    Common Stock

    [F3][F4]
    2026-02-14$629.35/sh123$77,4104,222.444 total
  • Award

    Non-Qualified Stock Option (right-to-buy)

    [F5]
    2026-02-12+4,2704,270 total
    Exercise: $617.20Exp: 2036-02-11Common Stock (4,270 underlying)
  • Award

    Incentive Stock Option (right-to-buy)

    [F6]
    2026-02-12+162162 total
    Exercise: $617.20Exp: 2036-02-11Common Stock (162 underlying)
  • Award

    Restricted Stock Unit

    [F7]
    2026-02-12+729729 total
    Common Stock (729 underlying)
  • Award

    Restricted Stock Unit

    [F8]
    2026-02-12+284284 total
    Common Stock (284 underlying)
  • Exercise/Conversion

    Restricted Stock Unit

    [F9]
    2026-02-1265193 total
    Common Stock (65 underlying)
  • Exercise/Conversion

    Restricted Stock Unit

    [F10]
    2026-02-14610 total
    Common Stock (61 underlying)
  • Exercise/Conversion

    Restricted Stock Unit

    [F11]
    2026-02-149493 total
    Common Stock (94 underlying)
  • Exercise/Conversion

    Restricted Stock Unit

    [F12]
    2026-02-144283 total
    Common Stock (42 underlying)
  • Exercise/Conversion

    Restricted Stock Unit

    [F13]
    2026-02-14194581 total
    Common Stock (194 underlying)
Footnotes (13)
  • [F1]Includes a total of 18.666 shares purchased under the Issuer Employee Stock Purchase Plan on September 30, 2025 and December 31, 2025.
  • [F10]Represents RSUs that were granted on February 14, 2025 and deferred in accordance with the Issuer's Deferred Compensation Plan and represents a contingent right to receive one share of Issuer common stock vesting in four annual installments, beginning February 14, 2026. Upon vesting, each such RSU will be recorded in an account under such Plan.
  • [F11]Each RSU represents a contingent right to receive one share of Issuer common stock and vests in four annual installments beginning on February 14, 2024.
  • [F12]Each RSU represents a contingent right to receive one share of Issuer common stock and vests in four annual installments beginning on February 14, 2025.
  • [F13]Each RSU represents a contingent right to receive one share of Issuer common stock and vests in four annual installments beginning on February 14, 2026.
  • [F2]Represents Restricted Stock Units ('RSU') that were granted on February 14, 2025, were deferred in accordance with the Issuer's Deferred Compensation Plan and have vested. Upon vesting, these RSUs were recorded in an account under such Plan and represents a contingent right to receive one share of Issuer common stock that is payable as soon as practicable after the reporting person's separation of service with the Issuer or a date specified by the reporting person.
  • [F3]Closing price of Issuer common stock on Nasdaq Global Select Market on February 13, 2026.
  • [F4]Includes 65 vested but deferred RSUs.
  • [F5]Grant of option to buy shares of Issuer common stock that becomes exercisable in four annual installments beginning February 14, 2027.
  • [F6]Grant of option to buy shares of Issuer common stock that becomes exercisable in one installment on February 14, 2030.
  • [F7]Each RSU represents a contingent right to receive one share of Issuer common stock that vests in four annual installments, beginning February 14, 2027.
  • [F8]Grant of RSUs that upon vesting, will be deferred and recorded in an account under the Issuer's Deferred Compensation Plan. This RSU grant vests in four annual installments, beginning February 14, 2027.
  • [F9]Represents RSUs that were granted on February 14, 2025 and deferred in accordance with the Issuer's Deferred Compensation Plan and represents a contingent right to receive one share of Issuer common stock vesting in four annual installments, beginning February 14, 2026. Upon vesting, each such RSU will be recorded in an account under such Plan.
Signature
/s/ Lily J. Lu, Attorney-in-Fact for Andrew Emerson|2026-02-17

Documents

1 file
  • 4
    wk-form4_1771374607.xmlPrimary

    FORM 4