---
schema_version: "secwatch.filing_event.v1"
accession: "0000832101-22-000051"
form_type: "8-K"
ticker: "IEX"
cik: "0000832101"
company_name: "IDEX CORP /DE/"
filed_at: "2022-09-22T23:59:59+00:00"
generated_at: "2026-06-23T08:10:18.721494+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.45
calibrated_materiality_score: 0.45
confidence: "high"
source: SEC EDGAR
---

# IDEX appoints Katrina Helmkamp as Non-Executive Chair, William Cook retires

## Summary
- William M. Cook retires as director and Non-Executive Chairman effective October 1, 2022; no disagreement cited.
- Katrina L. Helmkamp appointed Non-Executive Chair, effective October 1, 2022; she joined the board in November 2015.
- Board size reduces from 11 to 10 directors upon Cook's departure.
- Helmkamp is President and CEO of Cartus Corp. and previously CEO of Lenox Corp. and VP at Whirlpool.

## SEC filing metadata
- accession: 0000832101-22-000051
- form_type: 8-K
- ticker: IEX
- cik: 0000832101
- company_name: IDEX CORP /DE/
- filed_at: 2022-09-22T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.45
- calibrated_materiality_score: 0.45
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/832101/000083210122000051/0000832101-22-000051-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/832101/000083210122000051/iex-20220919.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000832101-22-000051
- JSON: https://secwatch.observer/filing/0000832101-22-000051.json
- Plain text: https://secwatch.observer/filing/0000832101-22-000051.txt

## Key facts
- Executive change
  William M. Cook retired as Non-Executive Chairman of the Board at IDEX CORP /DE/.
  - Action: retired
  - Role: Non-Executive Chairman of the Board
  source text: On September 19, 2022, William M. Cook notified IDEX Corporation (the “Company”) of his decision to retire from the Board of Directors of the Company (the “Board”) and as Non-Executive Chairman of the Board, effective October 1, 2022.
  evidence_url: https://www.sec.gov/Archives/edgar/data/832101/000083210122000051/0000832101-22-000051-index.htm
- Executive change
  Katrina L. Helmkamp was appointed as Non-Executive Chair at IDEX CORP /DE/.
  - Action: appointed
  - Role: Non-Executive Chair
  source text: Katrina L. Helmkamp has been appointed by the Board as its new Non-Executive Chair, effective October 1, 2022.
  evidence_url: https://www.sec.gov/Archives/edgar/data/832101/000083210122000051/0000832101-22-000051-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.