Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atmus Filtration Technologies Inc.ATMU · Entity 4079 | Director · Chief Executive Officer | June 01, 2026 | June 02, 2026 |
| IDEX CORP /DE/IEX · Entity 3323 | Director | May 06, 2026 | May 08, 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.
Atmus Filtration Technologies Inc.
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 363,024 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Sale · Disposed 25,652 · Balance 363,024 F1: Reflects shares sold upon vesting of first half of launch grant award to pay reporting person's tax withholding obligation. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares sold upon vesting of first half of launch grant award to pay reporting person's tax withholding obligation.
IDEX CORP /DE/
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 1,880 |
Reported balance
After 2026-05-06 transaction · row 1
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 805 · Balance 1,880 F1: Represents an award of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. These RSUs vest in full on the earlier of May 6, 2027, and the date of the Issuer's next annual stockholders meeting if it is at least 50 weeks after the prior year's meeting, subject to the Reporting Person's continuous service through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. These RSUs vest in full on the earlier of May 6, 2027, and the date of the Issuer's next annual stockholders meeting if it is at least 50 weeks after the prior year's meeting, subject to the Reporting Person's continuous service through such date.
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 |
|---|---|---|---|---|---|---|
| June 01, 2026 Filed Jun 2, 2026 22:23 UTC | Atmus Filtration Technologies Inc. ATMU · Entity 4079 | SaleCommon Stock | 25,652 | $45.25 | $1,160,676.04 |
DisclosureSEC source: 0001976792-26-000008 · wk-form4_1780438980.xml · nonDerivative · entry 1 Disher Stephanie · CIK 0001976792 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 363,024 F1 · shares: Reflects shares sold upon vesting of first half of launch grant award to pay reporting person's tax withholding obligation. Read SEC document |
| May 06, 2026 Filed May 8, 2026 20:37 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 805 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-002191 · form4.xml · nonDerivative · entry 1 Disher Stephanie · CIK 0001976792 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,880 F1 · shares: Represents an award of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. These RSUs vest in full on the earlier of May 6, 2027, and the date of the Issuer's next annual stockholders meeting if it is at least 50 weeks after the prior year's meeting, subject to the Reporting Person's continuous service through such date. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 19:33 UTC | Atmus Filtration Technologies Inc. ATMU · Entity 4079 | GrantCommon Stock | 31,492 | $0.00 | $0.00 |
DisclosureSEC source: 0001976792-26-000006 · wk-form4_1775158421.xml · nonDerivative · entry 1 Disher Stephanie · CIK 0001976792 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 388,676 F1 · shares: Represents restricted stock units ("RSUs") granted under the Atmus Filtration Technologies Inc. ("Atmus") 2022 Omnibus Incentive Plan as part of Atmus' 2026 annual long-term incentive compensation program, which RSUs will vest in three equal tranches, beginning on March 1, 2027. Each RSU that vests will be settled with one share of Atmus common stock. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 19:02 UTC | Atmus Filtration Technologies Inc. ATMU · Entity 4079 | Tax withholdingCommon Stock | 15,854 | $64.53 | $1,023,058.62 |
DisclosureSEC source: 0001976792-26-000004 · wk-form4_1772564564.xml · nonDerivative · entry 2 Disher Stephanie · CIK 0001976792 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 357,184 F2 · security: Reflects shares withheld upon vesting of the Restricted Share Units granted during the 2023-2025 grant cycle to pay reporting person's tax withholding obligation. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 19:02 UTC | Atmus Filtration Technologies Inc. ATMU · Entity 4079 | Tax withholdingCommon Stock | 66,639 | $64.53 | $4,300,214.67 |
DisclosureSEC source: 0001976792-26-000004 · wk-form4_1772564564.xml · nonDerivative · entry 1 Disher Stephanie · CIK 0001976792 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 373,038 F1 · security: Reflects shares withheld upon vesting of Performance Share Units earned during the 2023-2025 grant cycle to pay reporting person's tax withholding obligation. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 14:35 UTC | Atmus Filtration Technologies Inc. ATMU · Entity 4079 | GrantCommon Stock | 169,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001976792-26-000002 · wk-form4_1771338904.xml · nonDerivative · entry 1 Disher Stephanie · CIK 0001976792 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 439,677 F1 · shares: Reflects shares earned based on achievement of performance metrics of the 2023 Performance Share Unit Award ("PSU") that cliff vest on March 1, 2026. The PSUs will convert 1:1 into common stock. Read SEC document |
| May 08, 2025 Filed May 12, 2025 21:56 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 895 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-001584 · form4.xml · nonDerivative · entry 1 Disher Stephanie · CIK 0001976792 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,075 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 16:07 UTC | Atmus Filtration Technologies Inc. ATMU · Entity 4079 | GrantCommon Stock | 40,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001921963-25-000059 · wk-form4_1743696414.xml · nonDerivative · entry 1 Disher Stephanie · CIK 0001976792 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,468 F1 · shares: Represents restricted stock units ("RSUs") granted under the Atmus Filtration Technologies Inc. ("Atmus") 2022 Omnibus Incentive Plan as part of Atmus' 2025 annual long-term incentive compensation program, which RSUs will cliff vest on March 1, 2028. Each RSU that vests will be settled with one share of Atmus common stock. Read SEC document |
| March 03, 2025 Filed Mar 6, 2025 00:17 UTC | Atmus Filtration Technologies Inc. ATMU · Entity 4079 | Tax withholdingCommon Stock | 2,463 | $39.80 | $98,027.40 |
DisclosureSEC source: 0001921963-25-000031 · wk-form4_1741220224.xml · nonDerivative · entry 2 Disher Stephanie · CIK 0001976792 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,447 F2 · security: Reflects shares withheld upon vesting of the 2022 Restricted Share Units to pay reporting person's tax withholding obligation. Read SEC document |
| March 03, 2025 Filed Mar 6, 2025 00:17 UTC | Atmus Filtration Technologies Inc. ATMU · Entity 4079 | Tax withholdingCommon Stock | 2,715 | $39.80 | $108,057.00 |
DisclosureSEC source: 0001921963-25-000031 · wk-form4_1741220224.xml · nonDerivative · entry 1 Disher Stephanie · CIK 0001976792 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 232,910 F1 · security: Reflects shares withheld upon vesting of Performance Share Units earned during the 2022-2024 stub cycle to pay reporting person's tax withholding obligation. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:15 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 180 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-000772 · form4.xml · nonDerivative · entry 1 Disher Stephanie · CIK 0001976792 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180 Read SEC document |
| February 17, 2025 Filed Feb 19, 2025 23:46 UTC | Atmus Filtration Technologies Inc. ATMU · Entity 4079 | GrantCommon Stock | 11,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001921963-25-000021 · wk-form4_1740008802.xml · nonDerivative · entry 1 Disher Stephanie · CIK 0001976792 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 235,625 F1 · shares: Reflects performance shares earned upon vesting of 2022-2024 stub cycle performance share awards. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 19:35 UTC | Atmus Filtration Technologies Inc. ATMU · Entity 4079 | GrantCommon Stock | 38,174 | $0.00 | $0.00 |
DisclosureSEC source: 0001921963-24-000057 · wk-form4_1712172924.xml · nonDerivative · entry 1 Disher Stephanie · CIK 0001976792 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,622 F1 · security: Represents restricted stock units ("RSUs") granted under the Atmus Filtration Technologies Inc. ("Atmus") 2022 Omnibus Incentive Plan as part of Atmus' 2024 annual long-term incentive compensation program. Each RSU that vests will be settled with one share of Atmus common stock. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:16 UTC | Atmus Filtration Technologies Inc. ATMU · Entity 4079 | Tax withholdingCommon Stock | 2,606 | $23.96 | $62,439.76 |
DisclosureSEC source: 0001921963-24-000015 · wk-form4_1709673367.xml · nonDerivative · entry 3 Disher Stephanie · CIK 0001976792 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,448 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:16 UTC | Atmus Filtration Technologies Inc. ATMU · Entity 4079 | Tax withholdingCommon Stock | 688 | $23.96 | $16,484.48 |
DisclosureSEC source: 0001921963-24-000015 · wk-form4_1709673367.xml · nonDerivative · entry 2 Disher Stephanie · CIK 0001976792 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,054 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:16 UTC | Atmus Filtration Technologies Inc. ATMU · Entity 4079 | GrantCommon Stock | 2,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001921963-24-000015 · wk-form4_1709673367.xml · nonDerivative · entry 1 Disher Stephanie · CIK 0001976792 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,742 F1 · security: Reflects performance shares earned upon vesting of the 2021-23 stub cycle performance share award. Read SEC document |
| August 14, 2023 Filed Aug 16, 2023 19:05 UTC | Atmus Filtration Technologies Inc. ATMU · Entity 4079 | GrantCommon Stock | 126,103 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000897069-23-001226 · form4.xml · nonDerivative · entry 1 Disher Stephanie · CIK 0001976792 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,212 F1 · price: Launch grant award of restricted stock units ("RSUs") granted under the Atmus Filtration Technologies Inc. ("Atmus") 2022 Omnibus Incentive Plan. Each RSU that vests will be settled with one share of Atmus common stock. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:44 UTC | Atmus Filtration Technologies Inc. ATMU · Entity 4079 | GrantCommon Stock | 40,288 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000897069-23-000825 · form4.xml · nonDerivative · entry 1 Disher Steph · CIK 0001976792 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 61,109 F1 · price: Represents restricted stock units ("RSUs") granted under the Atmus Filtration Technologies Inc. ("Atmus") 2022 Omnibus Incentive Plan as part of Atmus's 2023 annual long-term incentive compensation program. Each RSU that vests will be settled with one share of Atmus common stock. Read SEC document |
| June 16, 2023 Filed Jun 21, 2023 19:36 UTC | Atmus Filtration Technologies Inc. ATMU · Entity 4079 | GrantCommon Stock | 20,821 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000897069-23-000777 · form4.xml · nonDerivative · entry 1 Disher Steph · CIK 0001976792 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,821 F1 · price: Award of restricted stock units under the Atmus Filtration Technologies Inc. ("Atmus") 2022 Omnibus Incentive Plan relating to Atmus common stock, representing a portion of the remaining value of the Cummins Inc. ("Cummins") long-term incentives for the 2021-23 and 2022-24 performance cycles held by the reporting person under the Cummins Inc. 2012 Omnibus Incentive Plan at the time of the initial public offering of Atmus common stock. The restricted stock units will vest on the same schedule as the Cummins long-term incentive awards to which they relate. 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.