Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IDEX CORP /DE/IEX · Entity 3323 | SVP, GC, CAO & Corp Sec | August 12, 2026 | August 13, 2026 |
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 12, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 4,327 |
Ending reported balance
After 2026-08-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-12 · Exercise / conversion · Acquired 385 · Balance 4,712 Row 2 · 2026-08-12 · Sale · Disposed 385 · Balance 4,327 F1: The transaction was executed in multiple trades at prices ranging from $238.39 to $238.73, inclusive. The price reported in Column 4 above reflects the weighted average sale price. The reporting person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in footnote 1 of this Form 4. |
| OPTIONS (RIGHT TO BUY)SEC Table II · derivative / convertible security · Conversion / exercise price $93.27 · Expires 2027-02-22 | Direct | 0 |
Reported balance
After 2026-08-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-12 · Exercise / conversion · Disposed 385 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction was executed in multiple trades at prices ranging from $238.39 to $238.73, inclusive. The price reported in Column 4 above reflects the weighted average sale price. The reporting person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in footnote 1 of this Form 4.
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 |
|---|---|---|---|---|---|---|
| August 12, 2026 Filed Aug 13, 2026 22:05 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 385 | $0.00 Strike: $93.27 | $0.00 |
DisclosureSEC source: 0000905148-26-003643 · form4.xml · derivative · entry 3 Anderson Lisa M · CIK 0001913951 · SVP, GC, CAO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 385 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 |
| August 12, 2026 Filed Aug 13, 2026 22:05 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 385 | $238.59 | $91,859.04 |
DisclosureSEC source: 0000905148-26-003643 · form4.xml · nonDerivative · entry 2 Anderson Lisa M · CIK 0001913951 · SVP, GC, CAO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,327 F1 · price: The transaction was executed in multiple trades at prices ranging from $238.39 to $238.73, inclusive. The price reported in Column 4 above reflects the weighted average sale price. The reporting person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in footnote 1 of this Form 4. Read SEC document |
| August 12, 2026 Filed Aug 13, 2026 22:05 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 385 | $93.27 | $35,908.95 |
DisclosureSEC source: 0000905148-26-003643 · form4.xml · nonDerivative · entry 1 Anderson Lisa M · CIK 0001913951 · SVP, GC, CAO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,712 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 19, 2026 Filed Feb 24, 2026 02:39 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 5,080 | $0.00 Strike: $207.86 | $0.00 |
DisclosureSEC source: 0000905148-26-000996 · form4.xml · derivative · entry 2 Anderson Lisa M · CIK 0001913951 · SVP, GC, CAO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,080 Underlying: COMMON STOCK · 5,080 shares Expires 2036-02-19 F2 · derivative.exercise_date: This option will vest in four substantially equal annual installments beginning February 19, 2027, subject to the Reporting Person's continuous service through each such date. Read SEC document |
| February 19, 2026 Filed Feb 24, 2026 02:39 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 1,205 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-000996 · form4.xml · nonDerivative · entry 1 Anderson Lisa M · CIK 0001913951 · SVP, GC, CAO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,327 F1 · shares: Represents an award of restricted shares, which vest in three substantially equal annual installments beginning February 19, 2027, subject to the Reporting Person's continuous service through each such date. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 23:32 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 4,280 | $0.00 Strike: $196.07 | $0.00 |
DisclosureSEC source: 0000905148-25-000752 · form4.xml · derivative · entry 2 Anderson Lisa M · CIK 0001913951 · SVP, General Counsel &Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,280 Underlying: COMMON STOCK · 4,280 shares Expires 2035-02-20 F1 · derivative.exercise_date: The option will vest in four equal annual installments beginning February 20, 2026. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 23:32 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 1,025 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-000752 · form4.xml · nonDerivative · entry 1 Anderson Lisa M · CIK 0001913951 · SVP, General Counsel &Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,122 Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 22:03 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 413 | $196.45 | $81,133.85 |
DisclosureSEC source: 0000905148-25-000570 · form4.xml · nonDerivative · entry 2 Anderson Lisa M · CIK 0001913951 · SVP, General Counsel &Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,097 Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 22:03 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 862 | $196.45 | $169,339.90 |
DisclosureSEC source: 0000905148-25-000570 · form4.xml · nonDerivative · entry 1 Anderson Lisa M · CIK 0001913951 · SVP, General Counsel &Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,510 Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 22:09 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 5,095 | $0.00 Strike: $235.13 | $0.00 |
DisclosureSEC source: 0001913951-24-000003 · primary_doc.xml · derivative · entry 1 Anderson Lisa M · CIK 0001913951 · SVP, General Counsel &Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,095 Underlying: COMMON STOCK · 5,095 shares Expires 2034-02-22 F1 · derivative.exercise_date: The options grant vests in four equal installments beginning February 22, 2025. F1 · derivative.expiration_date: The options grant vests in four equal installments beginning February 22, 2025. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:13 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 102 | $226.97 | $23,150.94 |
DisclosureSEC source: 0001842788-24-000002 · primary_doc.xml · nonDerivative · entry 2 Anderson Lisa M · CIK 0001913951 · SVP, General Counsel &Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,648 Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:13 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 205 | $226.97 | $46,528.85 |
DisclosureSEC source: 0001842788-24-000002 · primary_doc.xml · nonDerivative · entry 1 Anderson Lisa M · CIK 0001913951 · SVP, General Counsel &Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,750 Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 22:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 4,525 | $0.00 Strike: $225.69 | $0.00 |
DisclosureSEC source: 0001913951-23-000010 · primary_doc.xml · derivative · entry 1 Anderson Lisa M · CIK 0001913951 · SVP, General Counsel &Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,525 Underlying: COMMON STOCK · 4,525 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 21, 2023 Filed Feb 22, 2023 16:32 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 134 | $231.00 | $30,954.00 |
DisclosureSEC source: 0001913951-23-000004 · primary_doc.xml · nonDerivative · entry 3 Anderson Lisa M · CIK 0001913951 · SVP, General Counsel &Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,545 Read SEC document |
| February 18, 2023 Filed Feb 22, 2023 16:32 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 260 | $231.00 | $60,060.00 |
DisclosureSEC source: 0001913951-23-000004 · primary_doc.xml · nonDerivative · entry 2 Anderson Lisa M · CIK 0001913951 · SVP, General Counsel &Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,679 Read SEC document |
| February 18, 2023 Filed Feb 22, 2023 16:32 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 528 | $231.00 | $121,968.00 |
DisclosureSEC source: 0001913951-23-000004 · primary_doc.xml · nonDerivative · entry 1 Anderson Lisa M · CIK 0001913951 · SVP, General Counsel &Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,939 Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 22:13 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 112 | $191.90 | $21,492.80 |
DisclosureSEC source: 0001842788-22-000011 · primary_doc.xml · nonDerivative · entry 1 Anderson Lisa M · CIK 0001913951 · SVP, General Counsel &Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,411 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.