Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IDEX CORP /DE/IEX · Entity 3323 | SVP-Chief HR Officer | August 24, 2020 | August 26, 2020 |
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 August 24, 2020 · Filed August 26, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2020-08-25 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2020-08-24 · Exercise / conversion · Acquired 740 · Balance 740 Row 2 · 2020-08-24 · Sale · Disposed 740 · Balance 0 Row 3 · 2020-08-24 · Exercise / conversion · Acquired 64 · Balance 64 Row 4 · 2020-08-24 · Sale · Disposed 64 · Balance 0 Row 5 · 2020-08-25 · Exercise / conversion · Acquired 1,936 · Balance 1,936 Row 6 · 2020-08-25 · Sale · Disposed 1,936 · Balance 0 |
| OPTIONS (RIGHT TO BUY)SEC Table II · derivative / convertible security · Conversion / exercise price $74.74 · Expires 2026-02-19 | Direct | 40,260 |
Reported balance
After 2020-08-24 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-08-24 · Exercise / conversion · Disposed 740 · Balance 40,260 |
| OPTIONS (RIGHT TO BUY)SEC Table II · derivative / convertible security · Conversion / exercise price $93.27 · Expires 2027-02-22 | Direct | 40,196 |
Reported balance
After 2020-08-24 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2020-08-24 · Exercise / conversion · Disposed 64 · Balance 40,196 |
| OPTIONS (RIGHT TO BUY)SEC Table II · derivative / convertible security · Conversion / exercise price $93.27 · Expires 2027-02-22 | Direct | 38,260 |
Reported balance
After 2020-08-25 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2020-08-25 · Exercise / conversion · Disposed 1,936 · Balance 38,260 |
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 |
|---|---|---|---|---|---|---|
| July 31, 2018 Filed Jul 31, 2018 21:42 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 3,775 | $153.58 | $579,765.26 |
DisclosureSEC source: 0001605266-18-000020 · primary_doc.xml · nonDerivative · entry 3 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| July 31, 2018 Filed Jul 31, 2018 21:42 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 3,775 | $50.45 | $190,448.75 |
DisclosureSEC source: 0001605266-18-000020 · primary_doc.xml · nonDerivative · entry 2 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,775 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 31, 2018 Filed Jul 31, 2018 21:42 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 1,701 | $153.58 | $261,239.92 |
DisclosureSEC source: 0001605266-18-000020 · primary_doc.xml · nonDerivative · entry 1 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 30, 2018 Filed Jun 1, 2018 16:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 1,589 | $141.41 | $224,697.47 |
DisclosureSEC source: 0001574068-18-000002 · primary_doc.xml · nonDerivative · entry 1 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,701 Read SEC document |
| May 17, 2018 Filed May 18, 2018 17:28 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 3,070 | $138.11 | $423,986.96 |
DisclosureSEC source: 0001574068-18-000001 · primary_doc.xml · nonDerivative · entry 2 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,290 Read SEC document |
| May 16, 2018 Filed May 18, 2018 17:28 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 430 | $138.04 | $59,358.92 |
DisclosureSEC source: 0001574068-18-000001 · primary_doc.xml · nonDerivative · entry 1 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,360 Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 23:31 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 8,960 | $0.00 Strike: $138.12 | $0.00 |
DisclosureSEC source: 0001605266-18-000009 · primary_doc.xml · derivative · entry 3 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,930 Underlying: COMMON STOCK · 8,960 shares Expires 2028-02-22 F2 · derivative.exercise_date: The options grant vests in four equal installments beginning February 22, 2019. F2 · derivative.expiration_date: The options grant vests in four equal installments beginning February 22, 2019. Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 23:31 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 3,615 | $138.12 | $499,303.80 |
DisclosureSEC source: 0001605266-18-000009 · primary_doc.xml · nonDerivative · entry 2 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,790 Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 23:31 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 8,162 | $138.12 | $1,127,335.44 |
DisclosureSEC source: 0001605266-18-000009 · primary_doc.xml · nonDerivative · entry 1 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,405 F1 · shares: On February 20, 2015, the reporting person was granted 3,415 performance stock units, which vest upon the Company's satisfaction of certain performance criteria. The performance criteria was met on February 22, 2018 with respect to 8,162 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 23:28 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 483 | $136.83 | $66,088.89 |
DisclosureSEC source: 0001605266-18-000002 · primary_doc.xml · nonDerivative · entry 1 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,243 Read SEC document |
| August 31, 2017 Filed Sep 1, 2017 18:01 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 4,000 | $0.00 Strike: $50.45 | $0.00 |
DisclosureSEC source: 0001574068-17-000004 · primary_doc.xml · derivative · entry 3 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,970 Underlying: COMMON STOCK · 4,000 shares Expires 2023-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 31, 2017 Filed Sep 1, 2017 18:01 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 4,000 | $116.79 | $467,172.40 |
DisclosureSEC source: 0001574068-17-000004 · primary_doc.xml · nonDerivative · entry 2 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,726 Read SEC document |
| August 31, 2017 Filed Sep 1, 2017 18:01 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 4,000 | $50.45 | $201,800.00 |
DisclosureSEC source: 0001574068-17-000004 · primary_doc.xml · nonDerivative · entry 1 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,726 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 24, 2017 Filed Apr 25, 2017 15:37 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 2,000 | $103.09 | $206,180.00 |
DisclosureSEC source: 0001574068-17-000002 · primary_doc.xml · nonDerivative · entry 1 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,726 Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 23:27 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 80 | $93.80 | $7,504.00 |
DisclosureSEC source: 0001574068-17-000001 · primary_doc.xml · nonDerivative · entry 1 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,726 Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:56 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 12,020 | $0.00 Strike: $93.27 | $0.00 |
DisclosureSEC source: 0001322851-17-000013 · primary_doc.xml · derivative · entry 3 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,970 Underlying: COMMON STOCK · 12,020 shares Expires 2027-02-22 F2 · derivative.exercise_date: The options grant vests in four equal installments beginning February 22, 2018. F2 · derivative.expiration_date: The options grant vests in four equal installments beginning February 22, 2018. Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:56 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 2,654 | $93.27 | $247,538.58 |
DisclosureSEC source: 0001322851-17-000013 · primary_doc.xml · nonDerivative · entry 2 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,806 Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:56 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 5,810 | $93.27 | $541,898.70 |
DisclosureSEC source: 0001322851-17-000013 · primary_doc.xml · nonDerivative · entry 1 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,460 F1 · shares: On February 13, 2014, the reporting person was granted 4,120 performance stock units, which vest upon the Company's satisfaction of certain performance criteria. The performance criteria was met on February 22, 2017 with respect to 5,810 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 17:09 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 610 | $91.96 | $56,095.60 |
DisclosureSEC source: 0001605266-17-000003 · primary_doc.xml · nonDerivative · entry 1 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,650 Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 18:19 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 3,250 | $0.00 Strike: $40.79 | $0.00 |
DisclosureSEC source: 0001485532-16-000024 · primary_doc.xml · derivative · entry 3 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,950 Underlying: COMMON STOCK · 3,250 shares Expires 2022-03-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 18:19 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 3,250 | $93.00 | $302,250.00 |
DisclosureSEC source: 0001485532-16-000024 · primary_doc.xml · nonDerivative · entry 2 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,260 Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 18:19 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 3,250 | $40.79 | $132,567.50 |
DisclosureSEC source: 0001485532-16-000024 · primary_doc.xml · nonDerivative · entry 1 BUCKLEW JEFFREY D · CIK 0001574068 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,510 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.