Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IDEX CORP /DE/IEX · Entity 3323 | SVP, CHRO | February 20, 2025 | February 24, 2025 |
| INTERNATIONAL PAPER CO /NEW/IP · Entity 3274 | SVP & CHRO | January 05, 2026 | January 05, 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 February 20, 2025 · Filed February 24, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 2,516 |
Reported balance
After 2025-02-20 transaction · row 1
1 source rowRow 1 · 2025-02-20 · Grant · Acquired 865 · Balance 2,516 |
| OPTIONS (RIGHT TO BUY)SEC Table II · derivative / convertible security · Conversion / exercise price $196.07 · Expires 2035-02-20 | Direct | 3,615 |
Reported balance
After 2025-02-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-02-20 · Grant · Acquired 3,615 · Balance 3,615 F1: The option will vest in four equal annual installments beginning February 20, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The option will vest in four equal annual installments beginning February 20, 2026.
INTERNATIONAL PAPER CO /NEW/
Report date January 05, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,845 |
Reported balance
After 2026-01-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-05 · Grant · Acquired 24,845 · Balance 24,845 F1: 2026 Inducement Restricted Stock Unit Award granted on January 5, 2026. One-third of the award vests on each of January 5, 2027, January 5, 2028, and January 5, 2029, subject to continued employment through such date. F2: Share numbers rounded. |
Filing footnotes · ownership attribution and instrument terms
F1: 2026 Inducement Restricted Stock Unit Award granted on January 5, 2026. One-third of the award vests on each of January 5, 2027, January 5, 2028, and January 5, 2029, subject to continued employment through such date.
F2: Share numbers rounded.
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 |
|---|---|---|---|---|---|---|
| January 05, 2026 Filed Jan 5, 2026 20:31 UTC | INTERNATIONAL PAPER CO /NEW/ IP · Entity 3274 | GrantCommon Stock | 24,845 | $0.00 | $0.00 |
DisclosureSEC source: 0000051434-26-000011 · form4.xml · nonDerivative · entry 1 Flores Melissa S · CIK 0001842788 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,845 F1 · shares: 2026 Inducement Restricted Stock Unit Award granted on January 5, 2026. One-third of the award vests on each of January 5, 2027, January 5, 2028, and January 5, 2029, subject to continued employment through such date. F2 · balance_after: Share numbers rounded. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 23:35 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 3,615 | $0.00 Strike: $196.07 | $0.00 |
DisclosureSEC source: 0000905148-25-000754 · form4.xml · derivative · entry 2 Flores Melissa S · CIK 0001842788 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,615 Underlying: COMMON STOCK · 3,615 shares Expires 2035-02-20 F1 · derivative.exercise_date: The option will vest in four equal annual installments beginning February 20, 2026. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 23:35 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 865 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-000754 · form4.xml · nonDerivative · entry 1 Flores Melissa S · CIK 0001842788 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,516 Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 22:05 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 377 | $196.45 | $74,061.65 |
DisclosureSEC source: 0000905148-25-000572 · form4.xml · nonDerivative · entry 2 Flores Melissa S · CIK 0001842788 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,651 Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 22:05 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 777 | $196.45 | $152,641.65 |
DisclosureSEC source: 0000905148-25-000572 · form4.xml · nonDerivative · entry 1 Flores Melissa S · CIK 0001842788 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,028 F1 · balance_after: Includes 68 shares acquired under the Company's Employee Stock Purchase Plan between February 14, 2020 and February 3, 2025. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 22:22 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 4,505 | $0.00 Strike: $235.13 | $0.00 |
DisclosureSEC source: 0001913951-24-000005 · primary_doc.xml · derivative · entry 1 Flores Melissa S · CIK 0001842788 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,505 Underlying: COMMON STOCK · 4,505 shares Expires 2034-02-22 F1 · derivative.exercise_date: The options grant vests in four equal installments beginning February 22, 2025. F1 · derivative.expiration_date: The options grant vests in four equal installments beginning February 22, 2025. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 20:40 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 205 | $226.97 | $46,528.85 |
DisclosureSEC source: 0001842788-24-000001 · primary_doc.xml · nonDerivative · entry 2 Flores Melissa S · CIK 0001842788 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,183 Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 20:40 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 413 | $226.97 | $93,738.61 |
DisclosureSEC source: 0001842788-24-000001 · primary_doc.xml · nonDerivative · entry 1 Flores Melissa S · CIK 0001842788 · SVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,388 Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 22:13 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 4,115 | $0.00 Strike: $225.69 | $0.00 |
DisclosureSEC source: 0001913951-23-000008 · primary_doc.xml · derivative · entry 1 Flores Melissa S · CIK 0001842788 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,115 Underlying: COMMON STOCK · 4,115 shares Expires 2033-02-23 F1 · derivative.exercise_date: The options grant vests in four equal installments beginning February 23, 2024. F1 · derivative.expiration_date: The options grant vests in four equal installments beginning February 23, 2024. Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 16:35 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 137 | $231.00 | $31,647.00 |
DisclosureSEC source: 0001913951-23-000005 · primary_doc.xml · nonDerivative · entry 3 Flores Melissa S · CIK 0001842788 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 975 Read SEC document |
| February 18, 2023 Filed Feb 22, 2023 16:35 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 264 | $231.00 | $60,984.00 |
DisclosureSEC source: 0001913951-23-000005 · primary_doc.xml · nonDerivative · entry 2 Flores Melissa S · CIK 0001842788 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,112 Read SEC document |
| February 18, 2023 Filed Feb 22, 2023 16:35 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 537 | $231.00 | $124,047.00 |
DisclosureSEC source: 0001913951-23-000005 · primary_doc.xml · nonDerivative · entry 1 Flores Melissa S · CIK 0001842788 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,376 Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 22:11 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 69 | $191.90 | $13,241.10 |
DisclosureSEC source: 0001842788-22-000010 · primary_doc.xml · nonDerivative · entry 1 Flores Melissa S · CIK 0001842788 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 839 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:26 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 5,420 | $0.00 Strike: $188.99 | $0.00 |
DisclosureSEC source: 0001842788-22-000008 · primary_doc.xml · derivative · entry 1 Flores Melissa S · CIK 0001842788 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,505 Underlying: COMMON STOCK · 5,420 shares Expires 2032-02-24 F1 · derivative.exercise_date: The options grant vests in four equal installments beginning February 24, 2023. F1 · derivative.expiration_date: The options grant vests in four equal installments beginning February 24, 2023. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 20:48 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 105 | $191.27 | $20,083.35 |
DisclosureSEC source: 0001842788-22-000005 · primary_doc.xml · nonDerivative · entry 2 Flores Melissa S · CIK 0001842788 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 908 Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 20:48 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 301 | $191.27 | $57,572.27 |
DisclosureSEC source: 0001842788-22-000005 · primary_doc.xml · nonDerivative · entry 1 Flores Melissa S · CIK 0001842788 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,013 F1 · shares: On March 1, 2019, the reporting person was granted 210 performance stock units, which vest upon the Company's satisfaction of certain performance criteria. The performance criteria was met on February 16, 2022 with respect to 301 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 22:22 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 4,215 | $0.00 Strike: $197.11 | $0.00 |
DisclosureSEC source: 0001842788-21-000011 · primary_doc.xml · derivative · entry 1 Flores Melissa S · CIK 0001842788 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,085 Underlying: COMMON STOCK · 4,215 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 22, 2021 Filed Feb 24, 2021 17:56 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 103 | $196.75 | $20,265.25 |
DisclosureSEC source: 0001842788-21-000006 · primary_doc.xml · nonDerivative · entry 1 Flores Melissa S · CIK 0001842788 · SVP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 712 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.