Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Veralto CorpVLTO · Entity 3203 | SVP, Water Quality | February 27, 2026 | March 03, 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.
Veralto Corp
Report date February 27, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,715 |
Ending reported balance
After 2026-03-01 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-02-27 · Sale · Disposed 5,096 · Balance 10,224 Row 2 · 2026-02-27 · Exercise / conversion · Acquired 2,639 · Balance 12,863 Row 3 · 2026-02-27 · Sale · Disposed 2,639 · Balance 10,224 Row 4 · 2026-02-27 · Exercise / conversion · Acquired 7,105 · Balance 17,329 Row 5 · 2026-02-27 · Sale · Disposed 7,105 · Balance 10,224 Row 6 · 2026-03-01 · Grant · Acquired 4,491 · Balance 14,715 F1: On the date indicated, Veralto Corporation granted the reporting person restricted stock units (RSUs) in the amount indicated. Since the RSUs are payable solely in common stock, they are being reported in Table I of this Form 4. One half of the RSUs vest on each of the third and fourth anniversaries of the grant date, which is March 1, 2026. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $83.23 · Expires 2033-02-24 | Direct | 13,192 |
Reported balance
After 2026-02-27 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-02-27 · Exercise / conversion · Disposed 2,639 · Balance 13,192 F2: Represents stock options that are fully vested. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $83.23 · Expires 2033-02-24 | Direct | 28,414 |
Reported balance
After 2026-02-27 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-02-27 · Exercise / conversion · Disposed 7,105 · Balance 28,414 F2: Represents stock options that are fully vested. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $97.43 · Expires 2036-03-01 | Direct | 15,213 |
Reported balance
After 2026-03-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-03-01 · Grant · Acquired 15,213 · Balance 15,213 F3: One half of the options granted become exercisable on each of the third and fourth anniversaries of the grant date, which is March 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: On the date indicated, Veralto Corporation granted the reporting person restricted stock units (RSUs) in the amount indicated. Since the RSUs are payable solely in common stock, they are being reported in Table I of this Form 4. One half of the RSUs vest on each of the third and fourth anniversaries of the grant date, which is March 1, 2026.
F2: Represents stock options that are fully vested.
F3: One half of the options granted become exercisable on each of the third and fourth anniversaries of the grant date, which is March 1, 2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
IDEX CORP /DE/
Report date January 04, 2023 · Filed January 05, 2023
Section 16 reporting ended · disclosed 2023-01-05. 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 2023-01-04 transaction · row 1
1 source rowRow 1 · 2023-01-04 · Disposition to issuer · Disposed 12,895 · Balance 0 F1: In connection with the Reporting Person's resignation as an officer of the Issuer effective January 4, 2023, these unvested shares of restricted stock and unvested stock options were forfeited back to the Issuer. The forfeiture of the stock options is exempt from reporting under Section 16 of the Exchange Act pursuant to Rule 16a-4(d), but is being voluntarily reported herein for transparency. |
| OPTIONS (RIGHT TO BUY)SEC Table II · derivative / convertible security · Conversion / exercise price $203.58 · Expires 2032-10-17 | Direct | 0 |
Reported balance
After 2023-01-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-01-04 · Disposition to issuer · Disposed 15,770 · Balance 0 F1: In connection with the Reporting Person's resignation as an officer of the Issuer effective January 4, 2023, these unvested shares of restricted stock and unvested stock options were forfeited back to the Issuer. The forfeiture of the stock options is exempt from reporting under Section 16 of the Exchange Act pursuant to Rule 16a-4(d), but is being voluntarily reported herein for transparency. F2: The options would have vested in four equal installments beginning October 17, 2023 |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the Reporting Person's resignation as an officer of the Issuer effective January 4, 2023, these unvested shares of restricted stock and unvested stock options were forfeited back to the Issuer. The forfeiture of the stock options is exempt from reporting under Section 16 of the Exchange Act pursuant to Rule 16a-4(d), but is being voluntarily reported herein for transparency.
F2: The options would have vested in four equal installments beginning October 17, 2023
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 |
|---|---|---|---|---|---|---|
| September 30, 2023 Filed Oct 3, 2023 22:55 UTC | Veralto Corp VLTO · Entity 3203 | GrantEmployee stock option (right to buy) · Derivative | 56,829 | Not disclosed Strike: $83.23 | Not disclosed |
DisclosureSEC source: 0001209191-23-051698 · doc4.xml · derivative · entry 3 Aquino Melissa · CIK 0001949551 · SVP, Water Quality 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,829 Underlying: Common stock · 56,829 shares Expires 2033-02-24 F1 · kind: Represents equity awards originally granted by Danaher Corporation ("Danaher") that have been converted into equity awards of Veralto Corporation ("Veralto") in connection with the spin-off of Veralto from Danaher (the "Spin-off"). F1 · price: Represents equity awards originally granted by Danaher Corporation ("Danaher") that have been converted into equity awards of Veralto Corporation ("Veralto") in connection with the spin-off of Veralto from Danaher (the "Spin-off"). F5 · derivative.exercise_date: Represents stock options that vest as follows: 50% on February 24, 2024 and the remaining 50% in two equal annual installments beginning on February 24, 2025, subject to continued employment. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 22:55 UTC | Veralto Corp VLTO · Entity 3203 | GrantEmployee stock option (right to buy) · Derivative | 21,108 | Not disclosed Strike: $83.23 | Not disclosed |
DisclosureSEC source: 0001209191-23-051698 · doc4.xml · derivative · entry 2 Aquino Melissa · CIK 0001949551 · SVP, Water Quality 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,108 Underlying: Common stock · 21,108 shares Expires 2033-02-24 F1 · kind: Represents equity awards originally granted by Danaher Corporation ("Danaher") that have been converted into equity awards of Veralto Corporation ("Veralto") in connection with the spin-off of Veralto from Danaher (the "Spin-off"). F1 · price: Represents equity awards originally granted by Danaher Corporation ("Danaher") that have been converted into equity awards of Veralto Corporation ("Veralto") in connection with the spin-off of Veralto from Danaher (the "Spin-off"). F4 · derivative.exercise_date: Represents stock options that vest in three equal annual installments beginning on February 24, 2024, subject to continued employment. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 22:55 UTC | Veralto Corp VLTO · Entity 3203 | GrantCommon Stock | 28,841 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-051698 · doc4.xml · nonDerivative · entry 1 Aquino Melissa · CIK 0001949551 · SVP, Water Quality 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,388 F1 · kind: Represents equity awards originally granted by Danaher Corporation ("Danaher") that have been converted into equity awards of Veralto Corporation ("Veralto") in connection with the spin-off of Veralto from Danaher (the "Spin-off"). F2 · shares: Represents restricted stock units ("RSUs") issued by Danaher and converted into RSUs of Veralto which remain unvested as of the Spin-off, including (i) 7,813 RSUs vesting in four equal annual installments beginning on February 24, 2024 and (ii) 21,028 RSUs vesting as follows: 50% on February 24, 2024 and the remaining 50% in two equal annual installments beginning on February 24, 2025. F1 · price: Represents equity awards originally granted by Danaher Corporation ("Danaher") that have been converted into equity awards of Veralto Corporation ("Veralto") in connection with the spin-off of Veralto from Danaher (the "Spin-off"). F3 · balance_after: Includes shares received in the Spin-off with respect to shares of Danaher common stock held prior to the Spin-off. Read SEC document |
| January 04, 2023 Filed Jan 5, 2023 00:16 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Disposition to issuerOPTIONS (RIGHT TO BUY) · Derivative | 15,770 | $0.00 Strike: $203.58 | $0.00 |
DisclosureSEC source: 0001949551-23-000001 · primary_doc.xml · derivative · entry 2 Aquino Melissa · CIK 0001949551 · Former SVP, Group Exec FMT&FSD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 15,770 shares Expires 2032-10-17 F1 · kind: In connection with the Reporting Person's resignation as an officer of the Issuer effective January 4, 2023, these unvested shares of restricted stock and unvested stock options were forfeited back to the Issuer. The forfeiture of the stock options is exempt from reporting under Section 16 of the Exchange Act pursuant to Rule 16a-4(d), but is being voluntarily reported herein for transparency. F2 · derivative.exercise_date: The options would have vested in four equal installments beginning October 17, 2023 Read SEC document |
| January 04, 2023 Filed Jan 5, 2023 00:16 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Disposition to issuerCOMMON STOCK | 12,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001949551-23-000001 · primary_doc.xml · nonDerivative · entry 1 Aquino Melissa · CIK 0001949551 · Former SVP, Group Exec FMT&FSD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: In connection with the Reporting Person's resignation as an officer of the Issuer effective January 4, 2023, these unvested shares of restricted stock and unvested stock options were forfeited back to the Issuer. The forfeiture of the stock options is exempt from reporting under Section 16 of the Exchange Act pursuant to Rule 16a-4(d), but is being voluntarily reported herein for transparency. Read SEC document |
| October 17, 2022 Filed Oct 19, 2022 19:30 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 15,770 | $0.00 Strike: $203.58 | $0.00 |
DisclosureSEC source: 0001950285-22-000003 · primary_doc.xml · derivative · entry 2 Aquino Melissa · CIK 0001949551 · Senior VP, Group Exec FMT&FSD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,770 Underlying: COMMON STOCK · 15,770 shares Expires 2032-10-17 F1 · derivative.exercise_date: The options grant vests in four equal installments beginning October 17, 2023 F1 · derivative.expiration_date: The options grant vests in four equal installments beginning October 17, 2023 Read SEC document |
| October 17, 2022 Filed Oct 19, 2022 19:30 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 12,895 | $203.58 | $2,625,164.10 |
DisclosureSEC source: 0001950285-22-000003 · primary_doc.xml · nonDerivative · entry 1 Aquino Melissa · CIK 0001949551 · Senior VP, Group Exec FMT&FSD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,895 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.