Insider and congress filings

IDEX Corporation (IEX)

NYSE · Industrials · 325 insider filings · 27 congress trades · last filed 10 days agoS&P 500

5
Open-market insider filings shown
2d
Median delay on the insider filings
within the two business day rule
2/3
Purchases and sales in the filings shown

About IDEX Corporation

from the company's filings and listing
Exchange
NYSE
Sector
Industrials
Industry
Industrial - Machinery
Chief executive
Eric D. Ashleman
Employees
8,700
Listed since
Jun 2, 1989
Market value
$16.6B
Price to earnings
32.3
Earnings per share
$7.02
Dividend yield
1.28%

www.idexcorp.com

Earnings

6 reported quarters · next on Oct 28, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Jul 29, 2026$2.32$2.11$920.6M$905.4MEPS beatRevenue beat
Q1 FY2026reported Apr 29, 2026$2.00$1.77$886.9M$845.6MEPS beatRevenue beat
Feb 4, 2026$2.10$2.04$899.1M$882.3MEPS beatRevenue beat
Q3 FY2025reported Oct 29, 2025$2.03$1.93$878.7M$861.4MEPS beatRevenue beat
Q2 FY2025reported Jul 30, 2025$2.07$2.00$865.4M$872.0MEPS beatRevenue in line
Q1 FY2025reported May 1, 2025$1.75$1.64$814.3M$806.3MEPS 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 marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for 2025 · proxy filed Mar 26, 2026
ExecutiveSalaryStock awardsOtherTotal
Eric D. AshlemanChief Executive Officer and President$1.1M$4.9M$3.1M$9.1M
Lisa M. AndersonSenior Vice President, General Counsel, Chief Administ$508K$651K$652K$1.8M
Akhil MahendraInterim Chief Financial Officer and Vice President, Co$403K$745K$330K$1.5M

The summary compensation table from the 2025 proxy statement, current executives only. 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
HolderValueSharesChangeOf company
Blackrock, Inc.$1.3B5,734,272+1.0%7.75%
Vanguard Capital Management LLC$1.1B4,844,404-0.2%6.55%
Vanguard Portfolio Management LLC$847.5M3,734,233-0.9%5.05%
State Street Corp$752.9M3,317,393+3.5%4.48%
Primecap Management Co$749.0M3,300,072-0.1%4.46%
Morgan Stanley$639.9M2,819,465-9.0%3.81%
Millennium Management LLC$537.8M2,369,834+18.7%3.20%
Geode Capital Management, LLC$474.3M2,097,826+0.3%2.83%
Nordea Investment Management Ab$419.0M1,842,144-1.7%2.49%
Victory Capital Management Inc$346.4M1,526,370+0.9%2.06%
Invesco Ltd.$340.5M1,500,523-7.7%2.03%
Amundi$331.0M1,458,979+19.6%1.97%

A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.

Know the moment the next IEX filing lands.

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Open-market insider trades

5 filings of 325 on record
InsiderActionSharesPriceValueTrade dateDelay
Lisa M. AndersonSVP, GC, CAO & Corp SecSold385$238.59$92KAug 12, 20261d
Eric D. AshlemanCEO and PresidentSold · 2 lines15,385$215.22$3.3MMay 11, 20262d
Carl R. ChristensonDirectorBought600$169.41$102KNov 5, 20252d
Katrina L. HelmkampDirectorBought2,500$159.61$399KAug 7, 20254d
Akhil MahendraInterim CFOSold250$180.89$45KJun 5, 20254d

One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.

Congress trades in IEX

20 disclosures of 27 on record · median 28d of the 45 allowed
MemberTypeActionAmount disclosedSince the tradeTrade dateDisclosedDelay
Ro KhannaStockSale$1,001 - $15,000+15.0%S&P +12.6% · vs S&P 500 +2.4%Mar 10, 2026Apr 7, 202628d
Ro KhannaStockPurchase$1,001 - $15,000+12.7%S&P +9.8% · vs S&P 500 +2.9%Jan 29, 2026Feb 6, 20268d
Lisa C. McClainSpouseStockSale$1,001 - $15,000+32.2%S&P +12.3% · vs S&P 500 +19.9%Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000+32.2%S&P +12.3% · vs S&P 500 +19.9%Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockSale$1,001 - $15,000+31.3%S&P +11.8% · vs S&P 500 +19.5%Oct 31, 2025Nov 21, 202521d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000+42.3%S&P +21.0% · vs S&P 500 +21.3%Aug 4, 2025Sep 12, 202539d
Ro KhannaStockSale$1,001 - $15,000+42.2%S&P +20.8% · vs S&P 500 +21.4%Aug 4, 2025Sep 9, 202536d
Ro KhannaStockPurchase$1,001 - $15,000+34.7%S&P +42.4% · vs S&P 500 -7.8%Apr 23, 2025May 12, 202519d
Jefferson ShreveStockSale$15,001 - $50,000+24.4%S&P +36.4% · vs S&P 500 -12.0%Mar 31, 2025Apr 11, 202511d
Ro KhannaStockSale$1,001 - $15,000+23.8%S&P +36.4% · vs S&P 500 -12.7%Mar 12, 2025Apr 10, 202529d
Jefferson ShreveStockSale$15,001 - $50,000+14.5%S&P +27.6% · vs S&P 500 -13.1%Feb 24, 2025Mar 9, 202513d
Ro KhannaStockSale$1,001 - $15,000+13.3%S&P +24.3% · vs S&P 500 -11.0%Feb 19, 2025Mar 6, 202515d
Ro KhannaStockPurchase$1,001 - $15,000-1.3%S&P +27.7% · vs S&P 500 -29.0%Nov 12, 2024Dec 5, 202423d
Ro KhannaStockPurchase$1,001 - $15,000+17.1%S&P +47.5% · vs S&P 500 -30.4%Aug 5, 2024Sep 6, 202432d
Tommy TubervilleJointStockSale (Full)$1,001 - $15,000-5.9%S&P +46.8% · vs S&P 500 -52.7%Apr 3, 2024May 15, 202442d
Ro KhannaStockSale$1,001 - $15,000+8.1%S&P +75.6% · vs S&P 500 -67.5%Oct 10, 2023Nov 8, 202329d
Ro KhannaStockPurchase$1,001 - $15,000+1.4%S&P +70.0% · vs S&P 500 -68.6%Aug 3, 2023Sep 6, 202334d
Ro KhannaStockSale$1,001 - $15,000+10.1%S&P +83.1% · vs S&P 500 -73.0%May 19, 2023Jun 12, 202324d
Ro KhannaStockPurchase$1,001 - $15,000+12.3%S&P +96.0% · vs S&P 500 -83.7%Sep 6, 2022Oct 7, 202231d
Ro KhannaStockSale$1,001 - $15,000+22.1%S&P +91.9% · vs S&P 500 -69.8%May 10, 2022Jun 10, 202231d

Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.

Awards, option exercises and gifts (20)
InsiderEventSharesDate
Allison S. LausasVP, Chief Accounting OfficerTax withholding645Aug 29, 2026
Lisa M. AndersonSVP, GC, CAO & Corp SecOption exercise385Aug 12, 2026
Eric D. AshlemanCEO and PresidentOption exercise15,385May 11, 2026
Lakecia N. GunterDirectorStock award805May 6, 2026
Katrina L. HelmkampDirectorStock award1,035May 6, 2026
Mark A. BeckDirectorStock award805May 6, 2026
Stanfield Paris WattsDirectorStock award805May 6, 2026
Alejandro QuirozDirectorStock award805May 6, 2026
Mark A. ButhmanDirectorStock award805May 6, 2026
Carl R. ChristensonDirectorStock award805May 6, 2026
Stephanie DisherDirectorStock award805May 6, 2026
Matthijs GlastraDirectorStock award805May 6, 2026
William L. SimmonsGroup Executive, FMT & FsdpForm 411,144Feb 18, 2026
Tara M. TeresoGroup Executive, HSTStock award5,500Feb 19, 2026
Tara M. TeresoGroup Executive, HSTTax withholding154Feb 23, 2026
William L. SimmonsGroup Executive, FMT & FsdpStock award5,500Feb 19, 2026
Allison S. LausasVP, Chief Accounting OfficerStock award1,420Feb 19, 2026
Allison S. LausasVP, Chief Accounting OfficerTax withholding179Feb 20, 2026
Sean M. GillenSVP, Chief Financial OfficerStock award12,570Feb 19, 2026
Eric D. AshlemanCEO and PresidentStock award47,205Feb 22, 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.

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, 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 Sep 10, 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 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 28 days, against the 45 the STOCK Act allows.

How to read a Form 4

A DECISION THE INSIDER MADE

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

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 Sep 10, 2026.

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