Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Clarus CorpCLAR · Entity 6558 | Chief Financial Officer | March 11, 2026 | March 11, 2026 |
| IDEX CORP /DE/IEX · Entity 3323 | VP-Chief Accounting Officer | February 25, 2021 | March 01, 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.
Clarus Corp
Report date March 11, 2026 · Filed March 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001 per share ("Common Stock")SEC Table I · non-derivative | Direct | 65,000 |
Reported balance
After 2026-03-11 transaction · row 1
1 source rowRow 1 · 2026-03-11 · Exercise / conversion · Acquired 25,000 · Balance 65,000 F1: Comprised of a restricted stock award previously granted under the Issuer's 2015 Stock Incentive Plan consisting of 50,000 restricted shares of Common Stock all of which vested and become non-forfeitable on March 11, 2025 and March 11, 2026, respectively. |
| Restricted Stock AwardSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-11 · Exercise / conversion · Disposed 25,000 · Balance 0 F1: Comprised of a restricted stock award previously granted under the Issuer's 2015 Stock Incentive Plan consisting of 50,000 restricted shares of Common Stock all of which vested and become non-forfeitable on March 11, 2025 and March 11, 2026, respectively. |
Filing footnotes · ownership attribution and instrument terms
F1: Comprised of a restricted stock award previously granted under the Issuer's 2015 Stock Incentive Plan consisting of 50,000 restricted shares of Common Stock all of which vested and become non-forfeitable on March 11, 2025 and March 11, 2026, respectively.
IDEX CORP /DE/
Report date February 25, 2021 · Filed March 01, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| OPTIONS (RIGHT TO BUY)SEC Table II · derivative / convertible security · Conversion / exercise price $197.11 · Expires 2031-02-25 | Direct | 59,707 |
Reported balance
After 2021-02-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-02-25 · Grant · Acquired 3,890 · Balance 59,707 F1: The options grant vests in four equal installments beginning February 25, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: The options grant vests in four equal installments beginning February 25, 2022.
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 |
|---|---|---|---|---|---|---|
| March 11, 2026 Filed Mar 11, 2026 20:15 UTC | Clarus Corp CLAR · Entity 6558 | Exercise / conversionRestricted Stock Award · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-026397 · tm268456-1_4seq1.xml · derivative · entry 2 YATES MICHAEL J · CIK 0001341074 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 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. F1 · derivative.exercise_price: Comprised of a restricted stock award previously granted under the Issuer's 2015 Stock Incentive Plan consisting of 50,000 restricted shares of Common Stock all of which vested and become non-forfeitable on March 11, 2025 and March 11, 2026, respectively. F1 · derivative.exercise_date: Comprised of a restricted stock award previously granted under the Issuer's 2015 Stock Incentive Plan consisting of 50,000 restricted shares of Common Stock all of which vested and become non-forfeitable on March 11, 2025 and March 11, 2026, respectively. F1 · derivative.expiration_date: Comprised of a restricted stock award previously granted under the Issuer's 2015 Stock Incentive Plan consisting of 50,000 restricted shares of Common Stock all of which vested and become non-forfeitable on March 11, 2025 and March 11, 2026, respectively. Read SEC document |
| March 11, 2026 Filed Mar 11, 2026 20:15 UTC | Clarus Corp CLAR · Entity 6558 | Exercise / conversionCommon Stock, par value $0.0001 per share ("Common Stock") | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-026397 · tm268456-1_4seq1.xml · nonDerivative · entry 1 YATES MICHAEL J · CIK 0001341074 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,000 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 · price: Comprised of a restricted stock award previously granted under the Issuer's 2015 Stock Incentive Plan consisting of 50,000 restricted shares of Common Stock all of which vested and become non-forfeitable on March 11, 2025 and March 11, 2026, respectively. Read SEC document |
| August 14, 2025 Filed Aug 15, 2025 20:15 UTC | Clarus Corp CLAR · Entity 6558 | PurchaseCommon Stock | 8,800 | $3.40 | $29,919.12 |
DisclosureSEC source: 0001104659-25-079246 · tm2523579-1_4seq1.xml · nonDerivative · entry 2 YATES MICHAEL J · CIK 0001341074 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 F1 · price: The price reported in Column 4 is a weighted average price per share. These shares of Common Stock were purchased in multiple transactions at prices ranging from $3.3884 -$3.4099 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock purchased at each separate price within the ranges set forth in this footnote (1) to this Form 4. Read SEC document |
| August 13, 2025 Filed Aug 15, 2025 20:15 UTC | Clarus Corp CLAR · Entity 6558 | PurchaseCommon Stock, par value $0.0001 per share ("Common Stock") | 6,200 | $3.20 | $19,840.00 |
DisclosureSEC source: 0001104659-25-079246 · tm2523579-1_4seq1.xml · nonDerivative · entry 1 YATES MICHAEL J · CIK 0001341074 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,200 Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 20:17 UTC | Clarus Corp CLAR · Entity 6558 | GrantRestricted Stock Award · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-033933 · tm248276-3_4seq1.xml · derivative · entry 2 YATES MICHAEL J · CIK 0001341074 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires not disclosed F2 · derivative.exercise_price: Comprised of a restricted stock award granted under the Plan consisting of 50,000 restricted shares of the Issuer's Common Stock of which (i) 25,000 shares of the Issuer's Common Stock will vest and become non-forfeitable on March 11, 2025; and (ii) 25,000 shares of the Issuer's Common Stock will vest and become non-forfeitable on March 11, 2026. F2 · derivative.exercise_date: Comprised of a restricted stock award granted under the Plan consisting of 50,000 restricted shares of the Issuer's Common Stock of which (i) 25,000 shares of the Issuer's Common Stock will vest and become non-forfeitable on March 11, 2025; and (ii) 25,000 shares of the Issuer's Common Stock will vest and become non-forfeitable on March 11, 2026. F2 · derivative.expiration_date: Comprised of a restricted stock award granted under the Plan consisting of 50,000 restricted shares of the Issuer's Common Stock of which (i) 25,000 shares of the Issuer's Common Stock will vest and become non-forfeitable on March 11, 2025; and (ii) 25,000 shares of the Issuer's Common Stock will vest and become non-forfeitable on March 11, 2026. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 20:17 UTC | Clarus Corp CLAR · Entity 6558 | GrantStock Option (right to purchase) · Derivative | 118,000 | $0.00 Strike: $6.75 | $0.00 |
DisclosureSEC source: 0001104659-24-033933 · tm248276-3_4seq1.xml · derivative · entry 1 YATES MICHAEL J · CIK 0001341074 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,000 Underlying: Common Stock · 118,000 shares Expires 2034-03-11 F1 · derivative.exercise_date: The options to purchase shares of Clarus Corporation's (the "Issuer") common stock, $0.0001 par value per share ("Common Stock"), were granted under the Issuer's 2015 Stock Incentive Plan (the "Plan"). Options to purchase 118,000 shares of the Issuer's Common Stock will vest and become exercisable in two equal consecutive annual tranches of 59,000 on each of March 11, 2025, and March 11, 2026. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 21:59 UTC | Clarus Corp CLAR · Entity 6558 | GrantStock Option (right to purchase) · Derivative | 30,000 | $0.00 Strike: $27.65 | $0.00 |
DisclosureSEC source: 0001104659-22-000966 · tm2136616d2_4.xml · derivative · entry 1 YATES MICHAEL J · CIK 0001341074 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2032-01-03 F1 · derivative.exercise_date: The options to purchase shares of Clarus Corporation's (the "Issuer") common stock, $0.0001 par value per share ("Common Stock"), were granted under the Issuer's 2015 Stock Incentive Plan. Options to purchase 10,000 shares of the Issuer's Common Stock will vest and become exercisable in three equal consecutive annual tranches on each of December 31, 2022, December 31, 2023 and December 31, 2024. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 22:28 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 3,890 | $0.00 Strike: $197.11 | $0.00 |
DisclosureSEC source: 0001842788-21-000013 · primary_doc.xml · derivative · entry 1 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,707 Underlying: COMMON STOCK · 3,890 shares Expires 2031-02-25 F1 · derivative.exercise_date: The options grant vests in four equal installments beginning February 25, 2022. F1 · derivative.expiration_date: The options grant vests in four equal installments beginning February 25, 2022. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 18:09 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 644 | $198.00 | $127,512.00 |
DisclosureSEC source: 0001842788-21-000005 · primary_doc.xml · nonDerivative · entry 2 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,408 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 18:09 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 2,121 | $198.00 | $419,958.00 |
DisclosureSEC source: 0001842788-21-000005 · primary_doc.xml · nonDerivative · entry 1 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,052 F1 · shares: On February 22, 2018, the reporting person was granted 1,055 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 2,121 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Read SEC document |
| August 28, 2020 Filed Sep 1, 2020 20:38 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 4,565 | $0.00 Strike: $78.43 | $0.00 |
DisclosureSEC source: 0001341074-20-000001 · primary_doc.xml · derivative · entry 7 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,817 Underlying: COMMON STOCK · 4,565 shares Expires 2025-02-20 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 28, 2020 Filed Sep 1, 2020 20:38 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 4,635 | $0.00 Strike: $72.73 | $0.00 |
DisclosureSEC source: 0001341074-20-000001 · primary_doc.xml · derivative · entry 6 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,382 Underlying: COMMON STOCK · 4,635 shares Expires 2024-02-13 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 28, 2020 Filed Sep 1, 2020 20:38 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 6,197 | $180.17 | $1,116,523.41 |
DisclosureSEC source: 0001341074-20-000001 · primary_doc.xml · nonDerivative · entry 5 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,931 Read SEC document |
| August 28, 2020 Filed Sep 1, 2020 20:38 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 4,565 | $180.17 | $822,483.35 |
DisclosureSEC source: 0001341074-20-000001 · primary_doc.xml · nonDerivative · entry 4 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,128 Read SEC document |
| August 28, 2020 Filed Sep 1, 2020 20:38 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 4,565 | $78.43 | $358,032.95 |
DisclosureSEC source: 0001341074-20-000001 · primary_doc.xml · nonDerivative · entry 3 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,693 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 28, 2020 Filed Sep 1, 2020 20:38 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 4,635 | $180.17 | $835,095.37 |
DisclosureSEC source: 0001341074-20-000001 · primary_doc.xml · nonDerivative · entry 2 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,128 Read SEC document |
| August 28, 2020 Filed Sep 1, 2020 20:38 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 4,635 | $72.73 | $337,103.55 |
DisclosureSEC source: 0001341074-20-000001 · primary_doc.xml · nonDerivative · entry 1 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,763 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 21, 2020 Filed Feb 25, 2020 22:02 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 4,360 | $0.00 Strike: $173.35 | $0.00 |
DisclosureSEC source: 0001485532-20-000007 · primary_doc.xml · derivative · entry 1 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,017 Underlying: COMMON STOCK · 4,360 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 21:36 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 1,303 | $171.19 | $223,060.57 |
DisclosureSEC source: 0001694002-20-000007 · primary_doc.xml · nonDerivative · entry 2 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,128 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 21:36 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 4,363 | $171.19 | $746,901.97 |
DisclosureSEC source: 0001694002-20-000007 · primary_doc.xml · nonDerivative · entry 1 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,431 F1 · shares: On February 22, 2017, the reporting person was granted 1,745 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 4,363 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Read SEC document |
| November 27, 2019 Filed Nov 27, 2019 21:09 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 14,871 | $162.76 | $2,420,381.65 |
DisclosureSEC source: 0001341074-19-000012 · primary_doc.xml · nonDerivative · entry 1 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,197 Read SEC document |
| November 26, 2019 Filed Nov 27, 2019 20:47 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 3,149 | $162.00 | $510,138.00 |
DisclosureSEC source: 0001341074-19-000010 · primary_doc.xml · nonDerivative · entry 1 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,068 Read SEC document |
| August 31, 2019 Filed Sep 3, 2019 21:54 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 2,373 | $164.71 | $390,856.83 |
DisclosureSEC source: 0001605266-19-000008 · primary_doc.xml · nonDerivative · entry 1 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,217 Read SEC document |
| July 30, 2019 Filed Jul 31, 2019 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 6,220 | $0.00 Strike: $50.45 | $0.00 |
DisclosureSEC source: 0001485532-19-000021 · primary_doc.xml · derivative · entry 12 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,465 Underlying: COMMON STOCK · 6,220 shares Expires 2023-02-15 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. Read SEC document |
| July 30, 2019 Filed Jul 31, 2019 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 13,410 | $0.00 Strike: $42.86 | $0.00 |
DisclosureSEC source: 0001485532-19-000021 · primary_doc.xml · derivative · entry 11 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,685 Underlying: COMMON STOCK · 13,410 shares Expires 2022-02-21 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 30, 2019 Filed Jul 31, 2019 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 9,330 | $0.00 Strike: $40.89 | $0.00 |
DisclosureSEC source: 0001485532-19-000021 · primary_doc.xml · derivative · entry 10 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,095 Underlying: COMMON STOCK · 9,330 shares Expires 2021-02-22 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 30, 2019 Filed Jul 31, 2019 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 6,220 | $168.72 | $1,049,411.65 |
DisclosureSEC source: 0001485532-19-000021 · primary_doc.xml · nonDerivative · entry 8 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,590 Read SEC document |
| July 30, 2019 Filed Jul 31, 2019 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 6,220 | $50.45 | $313,799.00 |
DisclosureSEC source: 0001485532-19-000021 · primary_doc.xml · nonDerivative · entry 7 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,810 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 30, 2019 Filed Jul 31, 2019 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 13,410 | $168.72 | $2,262,477.54 |
DisclosureSEC source: 0001485532-19-000021 · primary_doc.xml · nonDerivative · entry 6 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,590 Read SEC document |
| July 30, 2019 Filed Jul 31, 2019 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 13,410 | $42.86 | $574,752.60 |
DisclosureSEC source: 0001485532-19-000021 · primary_doc.xml · nonDerivative · entry 5 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 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 30, 2019 Filed Jul 31, 2019 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 9,330 | $168.72 | $1,574,117.48 |
DisclosureSEC source: 0001485532-19-000021 · primary_doc.xml · nonDerivative · entry 4 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,590 Read SEC document |
| July 30, 2019 Filed Jul 31, 2019 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 9,330 | $40.89 | $381,503.70 |
DisclosureSEC source: 0001485532-19-000021 · primary_doc.xml · nonDerivative · entry 3 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,920 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 29, 2019 Filed Jul 31, 2019 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 232 | $0.00 Strike: $40.89 | $0.00 |
DisclosureSEC source: 0001485532-19-000021 · primary_doc.xml · derivative · entry 9 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,425 Underlying: COMMON STOCK · 232 shares Expires 2021-02-22 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 29, 2019 Filed Jul 31, 2019 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 232 | $168.75 | $39,150.00 |
DisclosureSEC source: 0001485532-19-000021 · primary_doc.xml · nonDerivative · entry 2 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,590 Read SEC document |
| July 29, 2019 Filed Jul 31, 2019 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 232 | $40.89 | $9,486.48 |
DisclosureSEC source: 0001485532-19-000021 · primary_doc.xml · nonDerivative · entry 1 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,822 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 03, 2019 Filed May 7, 2019 22:02 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 3,178 | $0.00 Strike: $40.89 | $0.00 |
DisclosureSEC source: 0001341074-19-000002 · primary_doc.xml · derivative · entry 6 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,657 Underlying: COMMON STOCK · 3,178 shares Expires 2021-02-22 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 |
| May 03, 2019 Filed May 7, 2019 22:02 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 12,000 | $0.00 Strike: $40.89 | $0.00 |
DisclosureSEC source: 0001341074-19-000002 · primary_doc.xml · derivative · entry 5 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,835 Underlying: COMMON STOCK · 12,000 shares Expires 2021-02-22 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 |
| May 03, 2019 Filed May 7, 2019 22:02 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 3,178 | $156.97 | $498,834.77 |
DisclosureSEC source: 0001341074-19-000002 · primary_doc.xml · nonDerivative · entry 4 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,590 Read SEC document |
| May 03, 2019 Filed May 7, 2019 22:02 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 3,178 | $40.89 | $129,948.42 |
DisclosureSEC source: 0001341074-19-000002 · primary_doc.xml · nonDerivative · entry 3 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,768 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 |
| May 03, 2019 Filed May 7, 2019 22:02 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 12,000 | $156.97 | $1,883,580.00 |
DisclosureSEC source: 0001341074-19-000002 · primary_doc.xml · nonDerivative · entry 2 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,590 Read SEC document |
| May 03, 2019 Filed May 7, 2019 22:02 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 12,000 | $40.89 | $490,680.00 |
DisclosureSEC source: 0001341074-19-000002 · primary_doc.xml · nonDerivative · entry 1 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,590 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 |
| March 01, 2019 Filed Mar 5, 2019 02:34 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 4,255 | $0.00 Strike: $144.85 | $0.00 |
DisclosureSEC source: 0001485532-19-000016 · primary_doc.xml · derivative · entry 1 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,835 Underlying: COMMON STOCK · 4,255 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 27, 2019 Filed Mar 1, 2019 19:23 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 8,200 | $0.00 Strike: $40.89 | $0.00 |
DisclosureSEC source: 0001341074-19-000001 · primary_doc.xml · derivative · entry 4 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,580 Underlying: COMMON STOCK · 8,200 shares Expires 2021-02-22 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 |
| February 27, 2019 Filed Mar 1, 2019 19:23 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 8,200 | $144.72 | $1,186,663.00 |
DisclosureSEC source: 0001341074-19-000001 · primary_doc.xml · nonDerivative · entry 3 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,590 Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 19:23 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 8,200 | $40.89 | $335,298.00 |
DisclosureSEC source: 0001341074-19-000001 · primary_doc.xml · nonDerivative · entry 2 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,790 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 27, 2019 Filed Mar 1, 2019 19:23 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 3,197 | $144.72 | $462,653.86 |
DisclosureSEC source: 0001341074-19-000001 · primary_doc.xml · nonDerivative · entry 1 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,590 Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 22:09 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 1,373 | $137.85 | $189,268.05 |
DisclosureSEC source: 0001485532-19-000008 · primary_doc.xml · nonDerivative · entry 2 YATES MICHAEL J · CIK 0001341074 · VP-CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,787 Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 22:09 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 4,588 | $137.85 | $632,455.80 |
DisclosureSEC source: 0001485532-19-000008 · primary_doc.xml · nonDerivative · entry 1 YATES MICHAEL J · CIK 0001341074 · VP-CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,160 F1 · shares: On February 19, 2016, the reporting person was granted 1,835 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 4,588 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Read SEC document |
| August 29, 2018 Filed Aug 31, 2018 17:22 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 1,030 | $0.00 Strike: $40.89 | $0.00 |
DisclosureSEC source: 0001341074-18-000005 · primary_doc.xml · derivative · entry 3 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,780 Underlying: COMMON STOCK · 1,030 shares Expires 2021-02-22 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 29, 2018 Filed Aug 31, 2018 17:22 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 1,030 | $155.91 | $160,585.45 |
DisclosureSEC source: 0001341074-18-000005 · primary_doc.xml · nonDerivative · entry 2 YATES MICHAEL J · CIK 0001341074 · VP-Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,572 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.