Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IDEX CORP /DE/IEX · Entity 3323 | SVP, Strategy&Corp Development | February 20, 2025 | February 24, 2025 |
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 | 1,170 |
Reported balance
After 2025-02-20 transaction · row 1
1 source rowRow 1 · 2025-02-20 · Grant · Acquired 830 · Balance 1,170 |
| OPTIONS (RIGHT TO BUY)SEC Table II · derivative / convertible security · Conversion / exercise price $196.07 · Expires 2035-02-20 | Direct | 3,480 |
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 3,480 · Balance 3,480 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.
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 |
|---|---|---|---|---|---|---|
| February 20, 2025 Filed Feb 24, 2025 23:40 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 3,480 | $0.00 Strike: $196.07 | $0.00 |
DisclosureSEC source: 0000905148-25-000757 · form4.xml · derivative · entry 2 Unnikrishnan Roopa · CIK 0001917419 · SVP, Strategy&Corp Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,480 Underlying: COMMON STOCK · 3,480 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 23:40 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 830 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-000757 · form4.xml · nonDerivative · entry 1 Unnikrishnan Roopa · CIK 0001917419 · SVP, Strategy&Corp Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,170 Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 22:10 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 369 | $196.45 | $72,490.05 |
DisclosureSEC source: 0000905148-25-000575 · form4.xml · nonDerivative · entry 2 Unnikrishnan Roopa · CIK 0001917419 · SVP, Strategy&Corp Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 340 Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 22:10 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 657 | $196.45 | $129,067.65 |
DisclosureSEC source: 0000905148-25-000575 · form4.xml · nonDerivative · entry 1 Unnikrishnan Roopa · CIK 0001917419 · SVP, Strategy&Corp Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 709 F1 · balance_after: Includes 52 shares acquired under the Company's Employee Stock Purchase Plan between May 6, 2022 and February 3, 2025. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 22:19 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 4,705 | $0.00 Strike: $235.13 | $0.00 |
DisclosureSEC source: 0001913951-24-000004 · primary_doc.xml · derivative · entry 1 Unnikrishnan Roopa · CIK 0001917419 · SVP, Strategy&Corp Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,705 Underlying: COMMON STOCK · 4,705 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 23, 2023 Filed Feb 27, 2023 22:33 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 4,730 | $0.00 Strike: $225.69 | $0.00 |
DisclosureSEC source: 0001913951-23-000012 · primary_doc.xml · derivative · entry 1 Unnikrishnan Roopa · CIK 0001917419 · SVP, Strategy&Corp Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,730 Underlying: COMMON STOCK · 4,730 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 |
| March 21, 2022 Filed Mar 22, 2022 20:27 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 4,585 | $0.00 Strike: $198.47 | $0.00 |
DisclosureSEC source: 0001917419-22-000002 · primary_doc.xml · derivative · entry 1 Unnikrishnan Roopa · CIK 0001917419 · SVP, Strategy&Corp Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,585 Underlying: COMMON STOCK · 4,585 shares Expires 2032-03-21 F1 · derivative.exercise_date: The options grant vests in four equal installments beginning March 21, 2023 F1 · derivative.expiration_date: The options grant vests in four equal installments beginning March 21, 2023 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.