Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IDEX CORP /DE/IEX · Entity 3323 | Group Executive, HST | September 16, 2026 | September 18, 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 September 16, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 5,408 |
Reported balance
After 2026-09-16 transaction · row 1
1 source rowRow 1 · 2026-09-16 · Tax withholding · Disposed 290 · Balance 5,408 |
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 16, 2026 Filed Sep 18, 2026 20:28 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 290 | $222.84 | $64,623.60 |
DisclosureSEC source: 0000905148-26-004220 · form4.xml · nonDerivative · entry 1 Tereso Tara M. · CIK 0002110295 · Group Executive, HST 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,408 Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 20:14 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 138 | $221.46 | $30,561.48 |
DisclosureSEC source: 0000905148-26-004197 · form4.xml · nonDerivative · entry 1 Tereso Tara M. · CIK 0002110295 · Group Executive, HST 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,698 Read SEC document |
| February 23, 2026 Filed Feb 24, 2026 02:46 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 154 | $207.48 | $31,951.92 |
DisclosureSEC source: 0000905148-26-001001 · form4.xml · nonDerivative · entry 2 Tereso Tara M. · CIK 0002110295 · Group Executive, HST 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,836 Read SEC document |
| February 19, 2026 Filed Feb 24, 2026 02:46 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 4,445 | $0.00 Strike: $207.86 | $0.00 |
DisclosureSEC source: 0000905148-26-001001 · form4.xml · derivative · entry 3 Tereso Tara M. · CIK 0002110295 · Group Executive, HST 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,445 Underlying: COMMON STOCK · 4,445 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 02:46 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 1,055 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-001001 · form4.xml · nonDerivative · entry 1 Tereso Tara M. · CIK 0002110295 · Group Executive, HST 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,990 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.