Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amrize LtdAMRZ · Entity 1392 | Chief Legal Officer & Corp Sec | August 25, 2026 | August 26, 2026 |
| IDEX CORP /DE/IEX · Entity 3323 | SVP, General Counsel &Corp Sec | February 16, 2022 | February 18, 2022 |
| Phillips 66PSX · Entity 2915 | Director | January 15, 2026 | January 20, 2026 |
| TELEDYNE TECHNOLOGIES INCTDY · Entity 3158 | Director | April 23, 2025 | April 25, 2025 |
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.
Amrize Ltd
Report date August 25, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 7,500 |
Reported balance
After 2026-08-25 transaction · row 1
1 source rowRow 1 · 2026-08-25 · Purchase · Acquired 3,500 · Balance 7,500 |
IDEX CORP /DE/
Report date February 16, 2022 · Filed February 18, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 10,200 |
Ending reported balance
After 2022-02-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-02-16 · Grant · Acquired 4,469 · Balance 12,201 F1: On March 1, 2019, the reporting person was granted 3,125 performance stock units, which vest upon the Company's satisfaction of certain performance criteria. The performance criteria was met on February 16, 2022 with respect to 4,469 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Row 2 · 2022-02-16 · Tax withholding · Disposed 2,001 · Balance 10,200 |
Filing footnotes · ownership attribution and instrument terms
F1: On March 1, 2019, the reporting person was granted 3,125 performance stock units, which vest upon the Company's satisfaction of certain performance criteria. The performance criteria was met on February 16, 2022 with respect to 4,469 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis.
Phillips 66
Report date January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,984.9537 |
Reported balance
After 2026-01-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 1,423 · Balance 10,984.9537 F1: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. F2: The price reflected above is the average of the high and the low price of Phillips 66's stock on January 15, 2026. F3: All shares are RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis.
F2: The price reflected above is the average of the high and the low price of Phillips 66's stock on January 15, 2026.
F3: All shares are RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11.
TELEDYNE TECHNOLOGIES INC
Report date April 23, 2025 · Filed April 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,567 |
Reported balance
After 2025-04-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-04-23 · Grant · Acquired 468 · Balance 2,567 F1: Represents Restricted Stock Units issued to the Reporting Person under the Administrative Rules of the Amended and Restated Teledyne Technologies Incorporated 2014 Incentive Award Plan Related to Non-Employee Director Restricted Stock Unit Awards and Fees. Each Restricted Stock Unit represents a contingent right to receive one share of Teledyne Common Stock. Units vest one year from the date of grant. Shares of common stock will be delivered to the Reporting Person following the vesting date, unless the Reporting Person has made an election to defer delivery of shares until separation from Board service. F2: In determining the number of units the price of $448.52 was used. F3: Reporting person holds 2,567 shares directly. Shares held directly include 2,214 Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Restricted Stock Units issued to the Reporting Person under the Administrative Rules of the Amended and Restated Teledyne Technologies Incorporated 2014 Incentive Award Plan Related to Non-Employee Director Restricted Stock Unit Awards and Fees. Each Restricted Stock Unit represents a contingent right to receive one share of Teledyne Common Stock. Units vest one year from the date of grant. Shares of common stock will be delivered to the Reporting Person following the vesting date, unless the Reporting Person has made an election to defer delivery of shares until separation from Board service.
F2: In determining the number of units the price of $448.52 was used.
F3: Reporting person holds 2,567 shares directly. Shares held directly include 2,214 Restricted Stock Units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WestRock Co
Report date July 05, 2024 · Filed July 08, 2024
Section 16 reporting ended · disclosed 2024-07-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-07-05 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2024-07-05 · Disposition to issuer · Disposed 29,858 · Balance 0 F1: Pursuant to the Transaction Agreement, dated as of September 12, 2023, by and among the Issuer, Smurfit Kappa Group plc, Smurfit Westrock plc (formerly known as Smurfit WestRock Limited, "Smurfit Westrock"), and Sun Merger Sub, LLC (the "Transaction Agreement"), at the Merger Effective Time (as defined in the Transaction Agreement), each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-07-05 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2024-07-05 · Disposition to issuer · Disposed 45,343.4 · Balance 0 F2: Includes dividend equivalents exempt from Section 16 that were credited since the Reporting Person's most recent Form 4. F3: Pursuant to the Transaction Agreement, at the Merger Effective Time, each outstanding award of time-based restricted stock units ("RSUs") of the Issuer ("Issuer RSUs") held by the Reporting Person was assumed by Smurfit Westrock and converted into (a) an award of time-based RSUs corresponding to the number of ordinary shares of Smurfit Westrock (rounded down to the nearest whole number of ordinary shares) equal to the number of shares of the Issuer's common stock subject to such Issuer RSUs as of immediately prior to the Merger Effective Time, and (b) an unvested $5 cash award with respect to each such Issuer RSU. Each award in (a) and (b) will be subject to the same terms and conditions (including vesting schedules) as applied to the Issuer RSUs immediately prior to the Merger Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Transaction Agreement, dated as of September 12, 2023, by and among the Issuer, Smurfit Kappa Group plc, Smurfit Westrock plc (formerly known as Smurfit WestRock Limited, "Smurfit Westrock"), and Sun Merger Sub, LLC (the "Transaction Agreement"), at the Merger Effective Time (as defined in the Transaction Agreement), each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash.
F2: Includes dividend equivalents exempt from Section 16 that were credited since the Reporting Person's most recent Form 4.
F3: Pursuant to the Transaction Agreement, at the Merger Effective Time, each outstanding award of time-based restricted stock units ("RSUs") of the Issuer ("Issuer RSUs") held by the Reporting Person was assumed by Smurfit Westrock and converted into (a) an award of time-based RSUs corresponding to the number of ordinary shares of Smurfit Westrock (rounded down to the nearest whole number of ordinary shares) equal to the number of shares of the Issuer's common stock subject to such Issuer RSUs as of immediately prior to the Merger Effective Time, and (b) an unvested $5 cash award with respect to each such Issuer RSU. Each award in (a) and (b) will be subject to the same terms and conditions (including vesting schedules) as applied to the Issuer RSUs immediately prior to the Merger Effective Time.
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 12, 2021 Filed Feb 17, 2021 18:01 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 6,513 | $198.00 | $1,289,574.00 |
DisclosureSEC source: 0001842788-21-000003 · primary_doc.xml · nonDerivative · entry 1 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,638 F1 · shares: On February 22, 2018, the reporting person was granted 3,240 performance stock units, which vest upon the Company's satisfaction of certain performance criteria. The performance criteria was met on February 12, 2021 with respect to 6,513 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Read SEC document |
| August 11, 2020 Filed Aug 12, 2020 20:42 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 2,650 | $173.26 | $459,140.06 |
DisclosureSEC source: 0001574068-20-000016 · primary_doc.xml · nonDerivative · entry 1 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,875 Read SEC document |
| April 29, 2020 Filed Apr 30, 2020 20:19 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 2,200 | $160.00 | $352,000.00 |
DisclosureSEC source: 0001485532-20-000009 · primary_doc.xml · nonDerivative · entry 1 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,525 Read SEC document |
| April 22, 2020 Filed Apr 23, 2020 16:50 UTC | TELEDYNE TECHNOLOGIES INC TDY · Entity 3158 | GrantCommon Stock | 353 | $0.00 | $0.00 |
DisclosureSEC source: 0001094285-20-000073 · wf-form4_158766061334323.xml · nonDerivative · entry 1 Cade Denise R · CIK 0001524595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 548 F1 · security: Represents Restricted Stock Units issued to the Reporting Person under the Administrative Rules of the Amended and Restated Teledyne Technologies Incorporated 2014 Incentive Award Plan Related to Non-Employee Director Restricted Stock Unit Awards and Fees. Each Restricted Stock Unit represents a contingent right to receive one share of Teledyne Common Stock. Units vest one year from the date of grant. Shares of common stock will be delivered to the Reporting Person following the vesting date, unless the Reporting Person has made an election to defer delivery of shares until separation from Board service. F2 · price: In determining the number of units the price of $311.17 was used. F3 · balance_after: Shares held directly include 548 Restricted Stock Units. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 21:48 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 11,290 | $0.00 Strike: $173.35 | $0.00 |
DisclosureSEC source: 0001485532-20-000004 · primary_doc.xml · derivative · entry 1 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,484 Underlying: COMMON STOCK · 11,290 shares Expires 2030-02-21 F1 · derivative.exercise_date: The options grant vests in four equal installments beginning February 21, 2021. F1 · derivative.expiration_date: The options grant vests in four equal installments beginning February 21, 2021. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 21:24 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 3,277 | $171.19 | $560,989.63 |
DisclosureSEC source: 0001694002-20-000004 · primary_doc.xml · nonDerivative · entry 2 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,725 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 21:24 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 9,325 | $171.19 | $1,596,346.75 |
DisclosureSEC source: 0001694002-20-000004 · primary_doc.xml · nonDerivative · entry 1 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,002 F1 · shares: On February 22, 2017, the reporting person was granted 3,730 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 9,325 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Read SEC document |
| July 31, 2019 Filed Jul 31, 2019 21:27 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 7,202 | $0.00 Strike: $93.27 | $0.00 |
DisclosureSEC source: 0001485532-19-000022 · primary_doc.xml · derivative · entry 3 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,194 Underlying: COMMON STOCK · 7,202 shares Expires 2027-02-22 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, 2019 Filed Jul 31, 2019 21:27 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 7,202 | $170.00 | $1,224,340.00 |
DisclosureSEC source: 0001485532-19-000022 · primary_doc.xml · nonDerivative · entry 2 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,677 Read SEC document |
| July 31, 2019 Filed Jul 31, 2019 21:27 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 7,202 | $93.27 | $671,730.54 |
DisclosureSEC source: 0001485532-19-000022 · primary_doc.xml · nonDerivative · entry 1 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,879 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 23, 2019 Filed Jul 24, 2019 18:48 UTC | TELEDYNE TECHNOLOGIES INC TDY · Entity 3158 | GrantCommon Stock | 195 | $0.00 | $0.00 |
DisclosureSEC source: 0001094285-19-000131 · wf-form4_156399411246556.xml · nonDerivative · entry 1 Cade Denise R · CIK 0001524595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195 F1 · security: Represents Restricted Stock Units issued to the Reporting Person under the Administrative Rules of the Amended and Restated Teledyne Technologies Incorporated 2014 Incentive Award Plan Related to Non-Employee Director Restricted Stock Unit Awards and Fees. Each Restricted Stock Unit represents a contingent right to receive one share of Teledyne Common Stock. Units vest one year from the date of grant. Shares of common stock will be delivered to the Reporting Person following the vesting date, unless the Reporting Person has made an election to defer delivery of shares until separation from Board service. F2 · price: In determining the number of units the price of $281.99 was used. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 02:14 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 12,870 | $0.00 Strike: $144.85 | $0.00 |
DisclosureSEC source: 0001485532-19-000012 · primary_doc.xml · derivative · entry 1 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,396 Underlying: COMMON STOCK · 12,870 shares Expires 2029-03-01 F1 · derivative.exercise_date: The options grant vests in four equal installments beginning March 1, 2020 F1 · derivative.expiration_date: The options grant vests in four equal installments beginning March 1, 2020 Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 22:32 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 3,234 | $0.00 Strike: $74.74 | $0.00 |
DisclosureSEC source: 0001605266-19-000003 · primary_doc.xml · derivative · entry 6 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,526 Underlying: COMMON STOCK · 3,234 shares Expires 2026-02-19 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 25, 2019 Filed Feb 26, 2019 22:32 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 2,091 | $0.00 Strike: $76.79 | $0.00 |
DisclosureSEC source: 0001605266-19-000003 · primary_doc.xml · derivative · entry 5 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,760 Underlying: COMMON STOCK · 2,091 shares Expires 2025-10-26 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 25, 2019 Filed Feb 26, 2019 22:32 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 3,234 | $145.03 | $469,015.05 |
DisclosureSEC source: 0001605266-19-000003 · primary_doc.xml · nonDerivative · entry 4 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,677 Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 22:32 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 3,234 | $74.74 | $241,709.16 |
DisclosureSEC source: 0001605266-19-000003 · primary_doc.xml · nonDerivative · entry 3 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,911 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 25, 2019 Filed Feb 26, 2019 22:32 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 2,091 | $145.03 | $303,249.99 |
DisclosureSEC source: 0001605266-19-000003 · primary_doc.xml · nonDerivative · entry 2 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,677 Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 22:32 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 2,091 | $76.79 | $160,567.89 |
DisclosureSEC source: 0001605266-19-000003 · primary_doc.xml · nonDerivative · entry 1 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,768 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 08, 2019 Filed Feb 12, 2019 21:52 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 2,466 | $137.85 | $339,938.10 |
DisclosureSEC source: 0001485532-19-000004 · primary_doc.xml · nonDerivative · entry 2 Cade Denise R · CIK 0001524595 · SVP-GENERAL COUNSEL & CORP SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,677 Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 21:52 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 7,963 | $137.85 | $1,097,699.55 |
DisclosureSEC source: 0001485532-19-000004 · primary_doc.xml · nonDerivative · entry 1 Cade Denise R · CIK 0001524595 · SVP-GENERAL COUNSEL & CORP SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,143 F1 · shares: On February 19, 2016, the reporting person was granted 3,185 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 7,963 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Read SEC document |
| October 26, 2018 Filed Oct 26, 2018 21:43 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 940 | $126.86 | $119,248.40 |
DisclosureSEC source: 0001341074-18-000006 · primary_doc.xml · nonDerivative · entry 1 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,180 Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 21:49 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 3,233 | $0.00 Strike: $74.74 | $0.00 |
DisclosureSEC source: 0001605266-18-000021 · primary_doc.xml · derivative · entry 3 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,851 Underlying: COMMON STOCK · 3,233 shares Expires 2026-02-19 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 27, 2018 Filed Jul 31, 2018 21:49 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 3,233 | $150.10 | $485,258.75 |
DisclosureSEC source: 0001605266-18-000021 · primary_doc.xml · nonDerivative · entry 2 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,120 Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 21:49 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 3,233 | $74.74 | $241,634.42 |
DisclosureSEC source: 0001605266-18-000021 · primary_doc.xml · nonDerivative · entry 1 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,353 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 |
| May 14, 2018 Filed May 14, 2018 21:49 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 3,234 | $0.00 Strike: $74.74 | $0.00 |
DisclosureSEC source: 0001605266-18-000017 · primary_doc.xml · derivative · entry 6 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,084 Underlying: COMMON STOCK · 3,234 shares Expires 2026-02-19 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 |
| May 14, 2018 Filed May 14, 2018 21:49 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 4,182 | $0.00 Strike: $76.79 | $0.00 |
DisclosureSEC source: 0001605266-18-000017 · primary_doc.xml · derivative · entry 5 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,318 Underlying: COMMON STOCK · 4,182 shares Expires 2025-10-26 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 |
| May 14, 2018 Filed May 14, 2018 21:49 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 3,234 | $138.57 | $448,127.94 |
DisclosureSEC source: 0001605266-18-000017 · primary_doc.xml · nonDerivative · entry 4 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,120 Read SEC document |
| May 14, 2018 Filed May 14, 2018 21:49 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 3,234 | $74.74 | $241,709.16 |
DisclosureSEC source: 0001605266-18-000017 · primary_doc.xml · nonDerivative · entry 3 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,354 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 |
| May 14, 2018 Filed May 14, 2018 21:49 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 4,182 | $138.57 | $579,490.12 |
DisclosureSEC source: 0001605266-18-000017 · primary_doc.xml · nonDerivative · entry 2 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,120 Read SEC document |
| May 14, 2018 Filed May 14, 2018 21:49 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 4,182 | $76.79 | $321,135.78 |
DisclosureSEC source: 0001605266-18-000017 · primary_doc.xml · nonDerivative · entry 1 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,302 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 22, 2018 Filed Feb 23, 2018 23:33 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 11,795 | $0.00 Strike: $138.12 | $0.00 |
DisclosureSEC source: 0001605266-18-000010 · primary_doc.xml · derivative · entry 1 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,500 Underlying: COMMON STOCK · 11,795 shares Expires 2028-02-22 F1 · derivative.exercise_date: The options grant vests in four equal installments beginning February 22, 2019. F1 · derivative.expiration_date: The options grant vests in four equal installments beginning February 22, 2019. Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:39 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 14,405 | $0.00 Strike: $93.27 | $0.00 |
DisclosureSEC source: 0001322851-17-000011 · primary_doc.xml · derivative · entry 1 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,705 Underlying: COMMON STOCK · 14,405 shares Expires 2027-02-22 F1 · derivative.exercise_date: The options grant vests in four equal installments beginning February 22, 2018. F1 · derivative.expiration_date: The options grant vests in four equal installments beginning February 22, 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.