Tereso Tara M. 4

What Happened Tereso Tara M., a Group Executive (HST) at IDEX Corp (IEX), received equity awards on 2026-02-19 consisting of 1,055 restricted shares and 4,445 derivative option units (total 5,500). On 2026-02-23, 154 shares were disposed (code F) at $207.48 each, totaling $31,952, to satisfy an exercise price or tax withholding obligation. The awards were granted at $0 cost to the reporting person (standard compensation awards).

Key Details

• Transaction dates: Awards granted 2026-02-19; withholding/disposition 2026-02-23. Filing date/accession: 2026-02-23 (Form 4 accession 0000905148-26-001001).
• Prices/values: 1,055 restricted shares @ $0.00; 4,445 derivative units @ $0.00; 154 shares disposed @ $207.48 = $31,952.
• Shares owned after transaction: Not specified in the provided filing data.
• Footnotes: F1 — the 1,055 restricted shares vest in three substantially equal annual installments beginning 2/19/2027, subject to continued service. F2 — the 4,445 option/derivative units vest in four substantially equal annual installments beginning 2/19/2027, subject to continued service.
• Disposition type: Code F indicates shares were surrendered/withheld to cover tax or exercise obligations (not an open-market sale).
• Timeliness: Filed on 2026-02-23; transactions appear reported within the required two business days (timely).

Context This filing reflects compensation-related awards (restricted shares and a derivative/option grant) and routine withholding to cover tax/exercise liabilities. The 154-share disposition was for tax/exercise payment rather than a discretionary market sale, so it should not be read as a directional trading signal. The derivative grant will vest over multiple years if service conditions are met.