4Filed Sep 14, 8:00 PM ET
IDEX (IEX) Tereso Tara M. Surrenders 138 Shares to Cover Taxes
$IEX · IDEX CORP /DE/Research Summary
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IDEX (IEX) Tereso Tara M. Surrenders 138 Shares to Cover Taxes
What Happened
Tereso Tara M., a Group Executive (HST) at IDEX Corporation (IEX), disposed of 138 shares as payment to satisfy an exercise-related tax liability. The shares were recorded at $221.46 each, for a total value of $30,561. This was a tax-withholding share surrender (transaction code F), not an open-market sale.
Key Details
- Transaction date: 2026-09-11
- Price per share: $221.46; Shares surrendered: 138; Total value: $30,561
- Transaction code: F — payment of exercise price or tax liability by delivery/surrender of shares (sell-to-cover/withholding)
- Shares owned after transaction: not specified in the provided filing excerpt
- Filing date: 2026-09-15 — filed within the typical 2-business-day Form 4 window (timely)
Context
This type of transaction is a routine tax-withholding event tied to an equity award or option exercise. It reflects shares surrendered to cover taxes rather than a discretionary market sale and should not be read as a clear bullish or bearish signal by itself.