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 |
|---|---|---|---|---|---|---|
| August 29, 2018 Filed Aug 31, 2018 17:22 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 1,030 | $40.89 | $42,116.70 |
DisclosureSEC source: 0001341074-18-000005 · 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: 27,602 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 27, 2018 Filed Aug 29, 2018 19:54 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 3,143 | $0.00 Strike: $31.77 | $0.00 |
DisclosureSEC source: 0001341074-18-000004 · 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: 80,810 Underlying: COMMON STOCK · 3,143 shares Expires 2020-03-02 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 27, 2018 Filed Aug 29, 2018 19:54 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 3,143 | $153.00 | $480,879.00 |
DisclosureSEC source: 0001341074-18-000004 · 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 |
| August 27, 2018 Filed Aug 29, 2018 19:54 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 3,143 | $31.77 | $99,853.11 |
DisclosureSEC source: 0001341074-18-000004 · 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: 29,715 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 07, 2018 Filed Aug 8, 2018 19:46 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 5,804 | $0.00 Strike: $31.77 | $0.00 |
DisclosureSEC source: 0001341074-18-000001 · 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: 83,953 Underlying: COMMON STOCK · 5,804 shares Expires 2020-03-02 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 07, 2018 Filed Aug 8, 2018 19:46 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 5,804 | $154.13 | $894,542.66 |
DisclosureSEC source: 0001341074-18-000001 · 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: 26,572 Read SEC document |
| August 07, 2018 Filed Aug 8, 2018 19:46 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 5,804 | $31.77 | $184,393.08 |
DisclosureSEC source: 0001341074-18-000001 · 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: 32,376 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 24, 2018 00:34 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 3,830 | $0.00 Strike: $138.12 | $0.00 |
DisclosureSEC source: 0001605266-18-000015 · 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: 89,757 Underlying: COMMON STOCK · 3,830 shares Expires 2028-02-22 F2 · derivative.exercise_date: The options grant vests in four equal installments beginning February 22, 2019. F2 · derivative.expiration_date: The options grant vests in four equal installments beginning February 22, 2019. Read SEC document |
| February 22, 2018 Filed Feb 24, 2018 00:34 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 1,188 | $138.12 | $164,086.56 |
DisclosureSEC source: 0001605266-18-000015 · 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 |
| February 22, 2018 Filed Feb 24, 2018 00:34 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 4,052 | $138.12 | $559,662.24 |
DisclosureSEC source: 0001605266-18-000015 · 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: 27,760 F1 · shares: On February 20, 2015, the reporting person was granted 1,695 performance stock units, which vest upon the Company's satisfaction of certain performance criteria. The performance criteria was met on February 22, 2018 with respect to 4,052 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 23:44 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 177 | $136.83 | $24,218.91 |
DisclosureSEC source: 0001605266-18-000007 · 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: 23,708 Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 20:43 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 10,533 | $0.00 Strike: $31.77 | $0.00 |
DisclosureSEC source: 0001341074-17-000002 · 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: 85,927 Underlying: COMMON STOCK · 10,533 shares Expires 2020-03-02 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 |
| April 26, 2017 Filed Apr 28, 2017 20:43 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 10,533 | $104.30 | $1,098,643.51 |
DisclosureSEC source: 0001341074-17-000002 · 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: 23,885 Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 20:43 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 10,533 | $31.77 | $334,633.41 |
DisclosureSEC source: 0001341074-17-000002 · 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: 34,418 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, 2017 Filed Feb 25, 2017 01:04 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 6,735 | $0.00 Strike: $93.27 | $0.00 |
DisclosureSEC source: 0001322851-17-000014 · 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: 96,460 Underlying: COMMON STOCK · 6,735 shares Expires 2027-02-22 F2 · derivative.exercise_date: The options grant vests in four equal installments beginning February 22, 2018. F2 · derivative.expiration_date: The options grant vests in four equal installments beginning February 22, 2018. Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 01:04 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 783 | $93.27 | $73,030.41 |
DisclosureSEC source: 0001322851-17-000014 · 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: 23,885 Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 01:04 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 2,503 | $93.27 | $233,454.81 |
DisclosureSEC source: 0001322851-17-000014 · 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: 24,668 F1 · shares: On February 13, 2014, the reporting person was granted 1,775 performance stock units, which vest upon the Company's satisfaction of certain performance criteria. The performance criteria was met on February 22, 2017 with respect to 2,503 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 17:18 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 195 | $91.96 | $17,932.20 |
DisclosureSEC source: 0001605266-17-000004 · 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: 22,165 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.