Lausas Allison S 4

What Happened

• Allison S. Lausas, Vice President and Chief Accounting Officer of IDEX (IEX), was granted two awards on 2026-02-19: 275 restricted shares and a derivative award for 1,145 shares (option). On 2026-02-20 she surrendered/disposed 179 shares at $207.86 each (total $37,207) as a payment of exercise price or to satisfy tax liability (transaction code F).
• The 275 restricted shares and the 1,145 option shares were reported at $0.00 acquisition price (typical for awards/grants). The $37,207 from the 179-share disposition reflects shares withheld/surrendered rather than an open-market sale.

Key Details

• Transaction dates: Grants on 2026-02-19; share surrender for tax/exercise on 2026-02-20. Form filed 2026-02-23 (timely).
• Prices and totals: 179 shares disposed at $207.86 = $37,207; awards recorded at $0.00 acquisition price.
• Vesting/footnotes:
  • F1: The 275 restricted shares vest in three substantially equal annual installments beginning 2027-02-19, subject to continued service.
  • F2: The 1,145-option award vests in four substantially equal annual installments beginning 2027-02-19, subject to continued service.
• Shares owned after transaction: Not specified in the provided excerpt of the filing.
• Transaction code F indicates these shares were surrendered to cover an exercise price or tax liability (withholding), not a typical market sale.

Context

• The filing shows an award/grant event and a related tax/withholding action. Code F transactions are commonly used to satisfy tax obligations on equity awards and do not necessarily indicate a discretionary sale by the insider.
• The derivative award is an option-style grant subject to multi-year vesting beginning in 2027; those shares are not currently vested or freely tradable until vesting conditions are met.