Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IDEX CORP /DE/IEX · Entity 3323 | Senior VP, Group Executive HST | February 23, 2023 | February 27, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
IDEX CORP /DE/
Report date February 23, 2023 · Filed February 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| OPTIONS (RIGHT TO BUY)SEC Table II · derivative / convertible security · Conversion / exercise price $225.69 · Expires 2033-02-23 | Direct | 5,695 |
Reported balance
After 2023-02-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-02-23 · Grant · Acquired 5,695 · Balance 5,695 F1: The options grant vests in four equal installments beginning February 23, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The options grant vests in four equal installments beginning February 23, 2024.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 23, 2023 Filed Feb 27, 2023 22:26 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 5,695 | $0.00 Strike: $225.69 | $0.00 |
DisclosureSEC source: 0001913951-23-000011 · primary_doc.xml · derivative · entry 1 Uleman Marc · CIK 0001950285 · Senior VP, Group Executive HST 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,695 Underlying: COMMON STOCK · 5,695 shares Expires 2033-02-23 F1 · derivative.exercise_date: The options grant vests in four equal installments beginning February 23, 2024. F1 · derivative.expiration_date: The options grant vests in four equal installments beginning February 23, 2024. Read SEC document |
| February 18, 2023 Filed Feb 22, 2023 16:28 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 1,136 | $231.00 | $262,416.00 |
DisclosureSEC source: 0001913951-23-000003 · primary_doc.xml · nonDerivative · entry 2 Uleman Marc · CIK 0001950285 · Senior VP, Group Executive HST 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,296 Read SEC document |
| February 18, 2023 Filed Feb 22, 2023 16:28 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 2,293 | $231.00 | $529,683.00 |
DisclosureSEC source: 0001913951-23-000003 · primary_doc.xml · nonDerivative · entry 1 Uleman Marc · CIK 0001950285 · Senior VP, Group Executive HST 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,432 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.