Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IDEX CORP /DE/IEX · Entity 3323 | VP, Chief Accounting Officer | August 29, 2026 | September 01, 2026 |
| SunCoke Energy, Inc.SXC · Entity 5055 | Director · Vice President & Controller | May 13, 2021 | May 14, 2021 |
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 29, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 3,302 |
Reported balance
After 2026-08-29 transaction · row 1
1 source rowRow 1 · 2026-08-29 · Tax withholding · Disposed 645 · Balance 3,302 |
SunCoke Energy, Inc.
Report date May 13, 2021 · Filed May 14, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| RSU's (05.13.2021)SEC Table II · derivative / convertible security · Expires 2024-05-13 | Direct | 41,958 |
Reported balance
After 2021-05-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-05-13 · Grant · Acquired 41,958 · Balance 41,958 F1: Grant of restricted share units, awarded pursuant to the SunCoke Energy, Inc. Long-Term Performance Enhancement Plan in a transaction exempt under Rule 16b-3. These restricted share units vest and become payable in the form of common stock, conditioned only upon the reporting person's continued employment with the Company through the end of a three-year performance period. F2: Conversion rate is 1 for 1. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted share units, awarded pursuant to the SunCoke Energy, Inc. Long-Term Performance Enhancement Plan in a transaction exempt under Rule 16b-3. These restricted share units vest and become payable in the form of common stock, conditioned only upon the reporting person's continued employment with the Company through the end of a three-year performance period.
F2: Conversion rate is 1 for 1.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SunCoke Energy Partners, L.P.
Report date June 28, 2019 · Filed July 02, 2019
Section 16 reporting ended · disclosed 2019-07-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-06-28 transaction · row 1
1 source rowRow 1 · 2019-06-28 · Disposition to issuer · Disposed 300 · Balance 0 F1: Common units representing limited partnership interests in issuer, SunCoke Energy Partners, L.P. [NYSE:SXCP], disposed of pursuant to merger agreement between issuer and SunCoke Energy, Inc. [NYSE:SXC] in exchange for 300 shares of common stock having a market value of $8.88 per share at the close on June 28, 2019, the effective date of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Common units representing limited partnership interests in issuer, SunCoke Energy Partners, L.P. [NYSE:SXCP], disposed of pursuant to merger agreement between issuer and SunCoke Energy, Inc. [NYSE:SXC] in exchange for 300 shares of common stock having a market value of $8.88 per share at the close on June 28, 2019, the effective date of the merger.
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 18, 2018 Filed Feb 21, 2018 00:57 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Tax withholdingCommon Stock | 351 | $10.80 | $3,790.80 |
DisclosureSEC source: 0001127602-18-007385 · form4.xml · nonDerivative · entry 6 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,006 F1 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirement on vesting of RSUs. Read SEC document |
| February 18, 2018 Filed Feb 21, 2018 00:57 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 1,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007385 · form4.xml · nonDerivative · entry 5 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,357 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 |
| February 17, 2018 Filed Feb 21, 2018 00:57 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionRSU's (02.17.2016) · Derivative | 1,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007385 · form4.xml · derivative · entry 8 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,644 Underlying: Common Stock · 1,645 shares Expires not disclosed 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. F4 · security: Reflects cash settlement of the second tranche of time vesting restricted stock units ("RSUs") granted February 17, 2016, pursuant to the SunCoke Energy, Inc. Long -Term Performance Enhancement Plan, in a transaction exempt under Rule 16b-3. These RSUs vest in three equal annual installments on the first, second and third anniversaries of the date of the grant. F3 · derivative.exercise_price: Conversion rate is 1 for 1. F5 · derivative.exercise_date: Not applicable. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| February 17, 2018 Filed Feb 21, 2018 00:57 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Disposition to issuerCommon Stock | 1,645 | $10.80 | $17,766.00 |
DisclosureSEC source: 0001127602-18-007385 · form4.xml · nonDerivative · entry 4 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,343 Read SEC document |
| February 17, 2018 Filed Feb 21, 2018 00:57 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 1,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007385 · form4.xml · nonDerivative · entry 3 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,988 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 |
| February 15, 2018 Filed Feb 21, 2018 00:57 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionRSU's (02.15.17) · Derivative | 635 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007385 · form4.xml · derivative · entry 7 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,268 Underlying: Common Stock · 635 shares Expires 2021-02-15 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. F2 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Long-Term Performance Enhancement Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal annual installments on the first, second and third anniversary of the grant date. F3 · derivative.exercise_price: Conversion rate is 1 for 1. Read SEC document |
| February 15, 2018 Filed Feb 21, 2018 00:57 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Tax withholdingCommon Stock | 220 | $10.61 | $2,334.20 |
DisclosureSEC source: 0001127602-18-007385 · form4.xml · nonDerivative · entry 2 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,343 F1 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirement on vesting of RSUs. Read SEC document |
| February 15, 2018 Filed Feb 21, 2018 00:57 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 635 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007385 · form4.xml · nonDerivative · entry 1 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,563 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 |
| February 14, 2018 Filed Feb 16, 2018 22:43 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantStock Options (02.14.18) · Derivative | 2,342 | $10.49 Strike: $10.49 | $24,567.58 |
DisclosureSEC source: 0001127602-18-006753 · form4.xml · derivative · entry 2 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,342 Underlying: Common Stock · 2,342 shares Expires 2028-02-14 F3 · security: Grant of stock options (right to buy SunCoke Energy, Inc. common stock) awarded pursuant to the SunCoke Energy, Inc. Long-Term Performance Enhancement Plan in a transaction exempt under Rule 16b-3 and exercisable in three equal annual installments commencing on February 14, 2018. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 22:43 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantRSU's (02.14.18) · Derivative | 3,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-006753 · form4.xml · derivative · entry 1 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,603 Underlying: Common Stock · 3,603 shares Expires 2021-02-14 F1 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Long-Term Performance Enhancement Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal February 14, 2019. F2 · derivative.exercise_price: Conversion rate is 1 for 1. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 01:15 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Tax withholdingCommon Stock | 144 | $9.55 | $1,375.20 |
DisclosureSEC source: 0001127602-17-008800 · form4.xml · nonDerivative · entry 2 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,928 F1 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of restricted common stock. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 01:15 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 394 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008800 · form4.xml · nonDerivative · entry 1 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,072 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 |
| February 18, 2017 Filed Feb 21, 2017 23:57 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionRSU's (Feb 2015) · Derivative | 1,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007524 · form4.xml · derivative · entry 3 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,014 Underlying: Common Stock · 1,015 shares Expires not disclosed 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. F2 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Long-Term Performance Enhancement Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal annual installments commencing on February 18, 2016. F3 · derivative.exercise_price: Conversion rate is 1 for 1. F4 · derivative.exercise_date: Not applicable. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| February 18, 2017 Filed Feb 21, 2017 23:57 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Tax withholdingCommon Stock | 370 | $9.99 | $3,696.30 |
DisclosureSEC source: 0001127602-17-007524 · form4.xml · nonDerivative · entry 2 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,678 F1 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirement on vesting of RSUs. Read SEC document |
| February 18, 2017 Filed Feb 21, 2017 23:57 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 1,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007524 · form4.xml · nonDerivative · entry 1 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,048 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 |
| February 17, 2017 Filed Feb 21, 2017 16:02 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionRSU's (02.17.2016) · Derivative | 1,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007172 · form4.xml · derivative · entry 4 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,289 Underlying: Common Stock · 1,645 shares Expires not disclosed 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. F3 · security: On February 17, 2016, reporting person was awarded 4,934 RSUs, pursuant to the SunCoke Energy, Inc. Long-Term Performance Enhancement Plan, in a transaction exempt under Rule 16b-3. These RSUs vest in three equal annual installments beginning on the first anniversary of the grant date. F4 · derivative.exercise_price: RSUs convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: Not applicable. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 16:02 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Tax withholdingCommon Stock | 599 | $9.99 | $5,984.01 |
DisclosureSEC source: 0001127602-17-007172 · form4.xml · nonDerivative · entry 3 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,033 F2 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirement on vesting of RSUs. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 16:02 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Disposition to issuerCommon Stock | 1,046 | $9.99 | $10,449.54 |
DisclosureSEC source: 0001127602-17-007172 · form4.xml · nonDerivative · entry 2 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,632 F1 · security: Settlement of restricted common stock units (RSUs) for cash, net of shares withheld to satisfy tax withholding obligations incurred in connection with vesting of RSUs. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 16:02 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 1,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007172 · form4.xml · nonDerivative · entry 1 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,678 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. F1 · security: Settlement of restricted common stock units (RSUs) for cash, net of shares withheld to satisfy tax withholding obligations incurred in connection with vesting of RSUs. Read SEC document |
| February 15, 2017 Filed Feb 18, 2017 00:01 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantRSU's (02.15.17) · Derivative | 1,903 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007085 · form4.xml · derivative · entry 2 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,806 Underlying: Common Stock · 1,903 shares Expires 2021-02-15 F2 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Long-Term Performance Enhancement Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal annual installments commencing on February 15, 2018. F3 · derivative.exercise_price: Conversion rate is 1 for 1. Read SEC document |
| February 15, 2017 Filed Feb 18, 2017 00:01 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantStock Options (02.15.17) · Derivative | 1,208 | $0.00 Strike: $9.85 | $0.00 |
DisclosureSEC source: 0001127602-17-007085 · form4.xml · derivative · entry 1 Lausas Allison S · CIK 0001623870 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,416 Underlying: Common Stock · 1,208 shares Expires 2027-02-15 F1 · security: Grant of stock options (right to buy SunCoke Energy, Inc. common stock) awarded pursuant to the SunCoke Energy, Inc. Long-Term Performance Enhancement Plan in a transaction exempt under Rule 16b-3 and exercisable in three equal annual installments commencing on February 15, 2018. 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.