
Insider and congress filings
IDEX Corporation (IEX)
NYSE · Industrials · 328 insider transactions · 27 congress trades · last filed 1 month agoS&P 500
About IDEX Corporation
from the company's filings and listing, as of Oct 20, 2026- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Chief executive
- Eric D. Ashleman
- Employees
- 8,700
- Listed since
- Jun 2, 1989
- Market value
- $17.2B
- Price to earnings (12 mo)
- 33.6
- Net income per share, as reported (12 mo)
- $7.02
- Dividend yield
- 1.24%
Earnings
6 reported quarters · next on Oct 28, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 29, 2026 | $2.32 | $2.11 | $920.6M | $905.4M | EPS beatRevenue beat |
| Q1 FY2026reported Apr 29, 2026 | $2.00 | $1.77 | $886.9M | $845.6M | EPS beatRevenue beat |
| Q4 FY2025reported Feb 4, 2026 | $2.10 | $2.04 | $899.1M | $882.3M | EPS beatRevenue beat |
| Q3 FY2025reported Oct 29, 2025 | $2.03 | $1.93 | $878.7M | $861.4M | EPS beatRevenue beat |
| Q2 FY2025reported Jul 30, 2025 | $2.07 | $2.00 | $865.4M | $872.0M | EPS beatRevenue in line |
| Q1 FY2025reported May 1, 2025 | $1.75 | $1.64 | $814.3M | $806.3M | EPS beatRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Mar 26, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Eric D. AshlemanChief Executive Officer and President | $1.1M | $4.9M | $3.1M | $9.1M |
| Lisa M. AndersonSenior Vice President, General Counsel, Chief Administrative Officer, and Corporate Secretary | $508K | $651K | $652K | $1.8M |
| Akhil MahendraInterim Chief Financial Officer and Vice President, Corporate Development | $403K | $745K | $330K | $1.5M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 3 executives who have since left the company are named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $1.3B | 5,734,272 | +1.0% | 7.75% |
| Vanguard Capital Management LLC | $1.1B | 4,844,404 | -0.2% | 6.55% |
| Vanguard Portfolio Management LLC | $847.5M | 3,734,233 | -0.9% | 5.05% |
| State Street Corp | $752.9M | 3,317,393 | +3.5% | 4.46% |
| Primecap Management Co | $749.0M | 3,300,072 | -0.1% | 4.46% |
| Morgan Stanley | $639.9M | 2,819,465 | -9.0% | 3.81% |
| Millennium Management LLC | $537.8M | 2,369,834 | +18.7% | 3.20% |
| Geode Capital Management, LLC | $474.3M | 2,097,826 | +0.3% | 2.83% |
| Nordea Investment Management AB | $419.0M | 1,842,144 | -1.7% | 2.49% |
| Victory Capital Management Inc | $346.4M | 1,526,370 | +0.9% | 2.06% |
| Invesco Ltd. | $340.5M | 1,500,523 | -7.7% | 2.03% |
| Amundi | $331.0M | 1,458,979 | +19.6% | 1.97% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding IEX
2 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Alyeska Investment Group | $236.6M | 1,042,703 | 0.6% |
| Freestone Grove Partners | $102.5M | 451,742 | 0.7% |
2 of the 97 fund managers we track list IEX shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
5 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Lisa M. AndersonSVP, GC, CAO & Corp Sec | Sold | 385 | $238.59 | $92K | Aug 12, 2026filed Aug 13, 2026 | 1d |
| Eric D. AshlemanCEO and President | Sold · 2 lines | 15,385 | $215.22 | $3.3M | May 11, 2026filed May 13, 2026 | 2d |
| Carl R. ChristensonDirector | Bought | 600 | $169.41 | $102K | Nov 5, 2025filed Nov 7, 2025 | 2d |
| Katrina L. HelmkampDirector | Bought | 2,500 | $159.61 | $399K | Aug 7, 2025filed Aug 11, 2025 | 2d |
| Akhil MahendraInterim CFO | Sold | 250 | $180.89 | $45K | Jun 5, 2025filed Jun 9, 2025 | 2d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Tara M. TeresoGroup Executive, HST | Tax withholding | 290 | Sep 16, 2026 |
| William L. SimmonsGroup Executive, FMT & Fsdp | Tax withholding | 218 | Sep 16, 2026 |
| Tara M. TeresoGroup Executive, HST | Tax withholding | 138 | Sep 11, 2026 |
| Allison S. LausasVP, Chief Accounting Officer | Tax withholding | 645 | Aug 29, 2026 |
| Lisa M. AndersonSVP, GC, CAO & Corp Sec | Option exercise | 385 | Aug 12, 2026 |
| Eric D. AshlemanCEO and President | Option exercise | 15,385 | May 11, 2026 |
| Mark A. BeckDirector | Stock award | 805 | May 6, 2026 |
| Mark A. ButhmanDirector | Stock award | 805 | May 6, 2026 |
| Carl R. ChristensonDirector | Stock award | 805 | May 6, 2026 |
| Stephanie DisherDirector | Stock award | 805 | May 6, 2026 |
| Matthijs GlastraDirector | Stock award | 805 | May 6, 2026 |
| Lakecia N. GunterDirector | Stock award | 805 | May 6, 2026 |
| Katrina L. HelmkampDirector | Stock award | 1,035 | May 6, 2026 |
| Alejandro QuirozDirector | Stock award | 805 | May 6, 2026 |
| Stanfield Paris WattsDirector | Stock award | 805 | May 6, 2026 |
| William L. SimmonsGroup Executive, FMT & Fsdp | Other Form 4 entry (see filing) | 11,144 | Feb 18, 2026 |
| Tara M. TeresoGroup Executive, HST | Other Form 4 entry (see filing) | 10,310 | Feb 18, 2026 |
| Lisa M. AndersonSVP, GC, CAO & Corp Sec | Stock award | 6,285 | Feb 19, 2026 |
| Eric D. AshlemanCEO and President | Stock award | 47,205 | Feb 22, 2026 |
| Sean M. GillenSVP, Chief Financial Officer | Stock award | 12,570 | Feb 19, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in IEX
20 disclosures of 27 on record · median 26d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +17.0%After the saleS&P 500 +12.2% · +4.8 pts vs S&P 500 | Mar 10, 2026 | Apr 7, 2026 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +14.7%S&P 500 +9.5% · +5.2 pts vs S&P 500 | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +34.5%After the saleS&P 500 +11.7% · +22.8 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +34.5%S&P 500 +11.7% · +22.8 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +33.6%After the saleS&P 500 +11.4% · +22.2 pts vs S&P 500 | Oct 31, 2025 | Nov 21, 2025 | 21d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +44.7%S&P 500 +20.4% · +24.3 pts vs S&P 500 | Aug 4, 2025 | Sep 12, 2025 | 39d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +44.7%After the saleS&P 500 +20.4% · +24.3 pts vs S&P 500 | Aug 4, 2025 | Sep 9, 2025 | 36d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +37.0%S&P 500 +42.0% · -4.9 pts vs S&P 500 | Apr 23, 2025 | May 12, 2025 | 19d |
| Jefferson Shreve | Stock | Sale | $15,001 - $50,000 | +26.6%After the saleS&P 500 +35.9% · -9.4 pts vs S&P 500 | Mar 31, 2025 | Apr 11, 2025 | 11d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +25.9%After the saleS&P 500 +36.0% · -10.0 pts vs S&P 500 | Mar 12, 2025 | Apr 10, 2025 | 29d |
| Jefferson Shreve | Stock | Sale | $15,001 - $50,000 | +16.5%After the saleS&P 500 +27.2% · -10.7 pts vs S&P 500 | Feb 24, 2025 | Mar 9, 2025 | 13d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +15.3%After the saleS&P 500 +23.9% · -8.6 pts vs S&P 500 | Feb 19, 2025 | Mar 6, 2025 | 15d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +0.5%S&P 500 +27.3% · -26.8 pts vs S&P 500 | Nov 12, 2024 | Dec 5, 2024 | 23d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +19.2%S&P 500 +47.0% · -27.8 pts vs S&P 500 | Aug 5, 2024 | Sep 6, 2024 | 32d |
| Tommy TubervilleJoint | Stock | Sale (Full) | $1,001 - $15,000 | -4.3%After the saleS&P 500 +46.3% · -50.6 pts vs S&P 500 | Apr 3, 2024 | May 15, 2024 | 42d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +10.0%After the saleS&P 500 +75.0% · -65.0 pts vs S&P 500 | Oct 10, 2023 | Nov 8, 2023 | 29d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +3.2%S&P 500 +69.4% · -66.2 pts vs S&P 500 | Aug 3, 2023 | Sep 6, 2023 | 34d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +11.7%After the saleS&P 500 +81.7% · -69.9 pts vs S&P 500 | May 19, 2023 | Jun 12, 2023 | 24d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +14.0%S&P 500 +94.5% · -80.5 pts vs S&P 500 | Sep 6, 2022 | Oct 7, 2022 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +20.7%S&P 500 +83.6% · -62.9 pts vs S&P 500 | May 5, 2022 | Jun 10, 2022 | 36d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in IEX, filterable by party, chamber, type and account.
Questions
Are insiders buying or selling IEX?
Across the 5 most recent open-market filings shown here, 2 were purchases and 3 were sales.
Which members of Congress have traded IEX?
Ro Khanna, Lisa C. McClain, Jefferson Shreve and Tommy Tuberville disclosed IEX transactions in the filings shown here.
Is IEX in the S&P 500 or the Nasdaq 100?
IDEX Corporation is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are IEX trades disclosed?
Insider filings on this page reached the public a median of 2 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 26 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
