Insider and congress filings

IDEX Corporation (IEX)

NYSE · Industrials · 328 insider transactions · 27 congress trades · last filed 1 month agoS&P 500

5
Open-market insider filings shown
2d
Median delay on the insider filings, in business days
within the two business day rule
2 buys·3 sells
Purchases and sales in the filings shown
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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%

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
Q4 FY2025reported 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 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
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 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
HolderValueSharesShares vs prior qtr% of shares out
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%4.46%
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 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
ManagerValueSharesShare of book
Alyeska Investment Group$236.6M1,042,7030.6%
Freestone Grove Partners$102.5M451,7420.7%

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.

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Open-market insider trades

5 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Lisa M. AndersonSVP, GC, CAO & Corp SecSold385$238.59$92KAug 12, 2026filed Aug 13, 20261d
Eric D. AshlemanCEO and PresidentSold · 2 lines15,385$215.22$3.3MMay 11, 2026filed May 13, 20262d
Carl R. ChristensonDirectorBought600$169.41$102KNov 5, 2025filed Nov 7, 20252d
Katrina L. HelmkampDirectorBought2,500$159.61$399KAug 7, 2025filed Aug 11, 20252d
Akhil MahendraInterim CFOSold250$180.89$45KJun 5, 2025filed Jun 9, 20252d

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)
InsiderEventSharesDate
Tara M. TeresoGroup Executive, HSTTax withholding290Sep 16, 2026
William L. SimmonsGroup Executive, FMT & FsdpTax withholding218Sep 16, 2026
Tara M. TeresoGroup Executive, HSTTax withholding138Sep 11, 2026
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
Mark A. BeckDirectorStock 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
Lakecia N. GunterDirectorStock award805May 6, 2026
Katrina L. HelmkampDirectorStock award1,035May 6, 2026
Alejandro QuirozDirectorStock award805May 6, 2026
Stanfield Paris WattsDirectorStock award805May 6, 2026
William L. SimmonsGroup Executive, FMT & FsdpOther Form 4 entry (see filing)11,144Feb 18, 2026
Tara M. TeresoGroup Executive, HSTOther Form 4 entry (see filing)10,310Feb 18, 2026
Lisa M. AndersonSVP, GC, CAO & Corp SecStock award6,285Feb 19, 2026
Eric D. AshlemanCEO and PresidentStock award47,205Feb 22, 2026
Sean M. GillenSVP, Chief Financial OfficerStock award12,570Feb 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 allowed

Since 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.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Ro KhannaStockSale$1,001 - $15,000+17.0%After the saleS&P 500 +12.2% · +4.8 pts vs S&P 500Mar 10, 2026Apr 7, 202628d
Ro KhannaStockPurchase$1,001 - $15,000+14.7%S&P 500 +9.5% · +5.2 pts vs S&P 500Jan 29, 2026Feb 6, 20268d
Lisa C. McClainSpouseStockSale$1,001 - $15,000+34.5%After the saleS&P 500 +11.7% · +22.8 pts vs S&P 500Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000+34.5%S&P 500 +11.7% · +22.8 pts vs S&P 500Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockSale$1,001 - $15,000+33.6%After the saleS&P 500 +11.4% · +22.2 pts vs S&P 500Oct 31, 2025Nov 21, 202521d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000+44.7%S&P 500 +20.4% · +24.3 pts vs S&P 500Aug 4, 2025Sep 12, 202539d
Ro KhannaStockSale$1,001 - $15,000+44.7%After the saleS&P 500 +20.4% · +24.3 pts vs S&P 500Aug 4, 2025Sep 9, 202536d
Ro KhannaStockPurchase$1,001 - $15,000+37.0%S&P 500 +42.0% · -4.9 pts vs S&P 500Apr 23, 2025May 12, 202519d
Jefferson ShreveStockSale$15,001 - $50,000+26.6%After the saleS&P 500 +35.9% · -9.4 pts vs S&P 500Mar 31, 2025Apr 11, 202511d
Ro KhannaStockSale$1,001 - $15,000+25.9%After the saleS&P 500 +36.0% · -10.0 pts vs S&P 500Mar 12, 2025Apr 10, 202529d
Jefferson ShreveStockSale$15,001 - $50,000+16.5%After the saleS&P 500 +27.2% · -10.7 pts vs S&P 500Feb 24, 2025Mar 9, 202513d
Ro KhannaStockSale$1,001 - $15,000+15.3%After the saleS&P 500 +23.9% · -8.6 pts vs S&P 500Feb 19, 2025Mar 6, 202515d
Ro KhannaStockPurchase$1,001 - $15,000+0.5%S&P 500 +27.3% · -26.8 pts vs S&P 500Nov 12, 2024Dec 5, 202423d
Ro KhannaStockPurchase$1,001 - $15,000+19.2%S&P 500 +47.0% · -27.8 pts vs S&P 500Aug 5, 2024Sep 6, 202432d
Tommy TubervilleJointStockSale (Full)$1,001 - $15,000-4.3%After the saleS&P 500 +46.3% · -50.6 pts vs S&P 500Apr 3, 2024May 15, 202442d
Ro KhannaStockSale$1,001 - $15,000+10.0%After the saleS&P 500 +75.0% · -65.0 pts vs S&P 500Oct 10, 2023Nov 8, 202329d
Ro KhannaStockPurchase$1,001 - $15,000+3.2%S&P 500 +69.4% · -66.2 pts vs S&P 500Aug 3, 2023Sep 6, 202334d
Ro KhannaStockSale$1,001 - $15,000+11.7%After the saleS&P 500 +81.7% · -69.9 pts vs S&P 500May 19, 2023Jun 12, 202324d
Ro KhannaStockPurchase$1,001 - $15,000+14.0%S&P 500 +94.5% · -80.5 pts vs S&P 500Sep 6, 2022Oct 7, 202231d
Ro KhannaStockPurchase$1,001 - $15,000+20.7%S&P 500 +83.6% · -62.9 pts vs S&P 500May 5, 2022Jun 10, 202236d

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.

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

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 Oct 26, 2026.

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