Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IDEX CORP /DE/IEX · Entity 3323 | SVP-CHIEF INFORMATION OFFICER | February 07, 2020 | February 11, 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 February 07, 2020 · Filed February 11, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 9,258 |
Ending reported balance
After 2020-02-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-02-07 · Grant · Acquired 4,025 · Balance 11,068 F1: On February 22, 2017, the reporting person was granted 1,610 performance stock units, which vest upon the Company's satisfaction of certain performance criteria. The performance criteria was met on February 7, 2020 with respect to 4,025 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Row 2 · 2020-02-07 · Tax withholding · Disposed 1,810 · Balance 9,258 |
Filing footnotes · ownership attribution and instrument terms
F1: On February 22, 2017, the reporting person was granted 1,610 performance stock units, which vest upon the Company's satisfaction of certain performance criteria. The performance criteria was met on February 7, 2020 with respect to 4,025 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis.
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 07, 2020 Filed Feb 11, 2020 21:46 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 1,810 | $171.19 | $309,853.90 |
DisclosureSEC source: 0001694002-20-000009 · primary_doc.xml · nonDerivative · entry 2 MacLennan James P. · CIK 0001689286 · SVP-CHIEF INFORMATION OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,258 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 21:46 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 4,025 | $171.19 | $689,039.75 |
DisclosureSEC source: 0001694002-20-000009 · primary_doc.xml · nonDerivative · entry 1 MacLennan James P. · CIK 0001689286 · SVP-CHIEF INFORMATION OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,068 F1 · shares: On February 22, 2017, the reporting person was granted 1,610 performance stock units, which vest upon the Company's satisfaction of certain performance criteria. The performance criteria was met on February 7, 2020 with respect to 4,025 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 02:29 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 4,265 | $0.00 Strike: $144.85 | $0.00 |
DisclosureSEC source: 0001485532-19-000015 · primary_doc.xml · derivative · entry 1 MacLennan James P. · CIK 0001689286 · SVP-CHIEF INFORMATION OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,085 Underlying: COMMON STOCK · 4,265 shares Expires 2029-03-01 F1 · derivative.exercise_date: The options grant vest in four equal installments beginning March 1, 2020 F1 · derivative.expiration_date: The options grant vest in four equal installments beginning March 1, 2020 Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 22:05 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 1,084 | $137.85 | $149,429.40 |
DisclosureSEC source: 0001485532-19-000007 · primary_doc.xml · nonDerivative · entry 2 MacLennan James P. · CIK 0001689286 · SVP-CHIEF INFORMATION OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,043 Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 22:05 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 3,588 | $137.85 | $494,605.80 |
DisclosureSEC source: 0001485532-19-000007 · primary_doc.xml · nonDerivative · entry 1 MacLennan James P. · CIK 0001689286 · SVP-CHIEF INFORMATION OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,127 F1 · shares: On February 19, 2016, the reporting person was granted 1,435 performance stock units, which vest upon the Company's satisfaction of certain performance criteria. The performance criteria was met on February 8, 2019 with respect to 3,588 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Read SEC document |
| February 22, 2018 Filed Feb 24, 2018 00:12 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 3,890 | $0.00 Strike: $138.12 | $0.00 |
DisclosureSEC source: 0001605266-18-000012 · primary_doc.xml · derivative · entry 3 MacLennan James P. · CIK 0001689286 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,820 Underlying: COMMON STOCK · 3,890 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 24, 2018 00:12 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 973 | $138.12 | $134,390.76 |
DisclosureSEC source: 0001605266-18-000012 · primary_doc.xml · nonDerivative · entry 2 MacLennan James P. · CIK 0001689286 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,539 Read SEC document |
| February 22, 2018 Filed Feb 24, 2018 00:12 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 3,287 | $138.12 | $454,000.44 |
DisclosureSEC source: 0001605266-18-000012 · primary_doc.xml · nonDerivative · entry 1 MacLennan James P. · CIK 0001689286 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,512 F1 · shares: On February 20, 2015, the reporting person was granted 1,375 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 3,287 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 23:36 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 144 | $136.83 | $19,703.52 |
DisclosureSEC source: 0001605266-18-000004 · primary_doc.xml · nonDerivative · entry 1 MacLennan James P. · CIK 0001689286 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,225 Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 01:18 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 6,220 | $0.00 Strike: $93.27 | $0.00 |
DisclosureSEC source: 0001322851-17-000016 · primary_doc.xml · derivative · entry 3 MacLennan James P. · CIK 0001689286 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,930 Underlying: COMMON STOCK · 6,220 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 01:18 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 689 | $93.27 | $64,263.03 |
DisclosureSEC source: 0001322851-17-000016 · primary_doc.xml · nonDerivative · entry 2 MacLennan James P. · CIK 0001689286 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,369 Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 01:18 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 1,460 | $93.27 | $136,174.20 |
DisclosureSEC source: 0001322851-17-000016 · primary_doc.xml · nonDerivative · entry 1 MacLennan James P. · CIK 0001689286 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,058 F1 · shares: On February 13, 2014, the reporting person was granted 1,035 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 1,460 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 17:26 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 159 | $91.96 | $14,621.64 |
DisclosureSEC source: 0001605266-17-000007 · primary_doc.xml · nonDerivative · entry 1 MacLennan James P. · CIK 0001689286 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,598 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.