SEC ownership of IDEX CORP /DE/

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000832101.

Comparable stake leader

VANGUARD CAPITAL MANAGEMENT LLC

Disclosed value leader

BlackRock, Inc.

Comparable rows

50/50

Latest evidence

11 May 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
VANGUARD CAPITAL MANAGEMENT LLC
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
11 May 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000832101
Issuer location
Northbrook, IL

Ownership snapshot

Top shareholders of IDEX CORP /DE/ (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
VANGUARD CAPITAL MANAGEME...
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
11 May 2026
13D/G 13F 3/4/5 Lead comparable stake: 7.5% 13D/G row: VANGUARD CAPITAL MANAGEMENT LLC Showing 1-8 of 50 holder rows.

Quick read

VANGUARD CAPITAL MANAGEMENT LLC leads the comparable SEC ownership view at 7.5%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens VANGUARD CAPITAL MANAGEMENT LLC's linked filing trail.
Comparable ownership Top 5
VANGUARD CAPITAL MANAGEMENT LLC 7.5%
VANGUARD PORTFOLIO MANAGEMENT LLC 5.1%
WELLINGTON MANAGEMENT GROUP LLP 2.3%
Eric D. Ashleman 0.09%
Katrina L. Helmkamp 0.02%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
VANGUARD CAPITAL MANAGEMENT LLC
13D/G 13F
Vanguard Capital Management · Company
7.5%
$1,059,255,631
5,588,265 shares
$0 31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
13D/G 13F
Vanguard Portfolio Management · Company
5.1%
$716,090,330
3,777,844 shares
$0 31 Mar 2026
WELLINGTON MANAGEMENT GROUP LLP
13F 13D/G
Company
2.3%
from 13D/G
$329,538,552
1,738,531 shares
31 Mar 2026
Eric D. Ashleman
3/4/5
CEO and President, Director
0.09%
$14,385,562
66,658 shares
-$3,311,195 11 May 2026
Katrina L. Helmkamp
3/4/5
Director
0.02%
$2,698,244
14,235 shares
+$399,026 06 May 2026
Mark A. Buthman
3/4/5
Director
0.01%
$1,900,238
10,025 shares
06 May 2026
Mark A. Beck
3/4/5
Director
0.01%
$1,469,960
7,755 shares
06 May 2026
Carl R. Christenson
3/4/5
Director
0.01%
$1,356,419
7,156 shares
+$101,647 06 May 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$2,810,522.

Buys
$500,673
Insiders: 2
Sells
$3,311,195
Insiders: 1
Net
-$2,810,522
Shares: -12,285
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 3,100 Shares: 15,385
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 15,385 $0 $3,311,195 -$3,311,195
3-6 0 0 $0 $0 $0
6-9 600 0 $101,647 $0 +$101,647
9-12 2,500 0 $399,026 $0 +$399,026

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 28 reporting-owner rows connected to IDEX CORP /DE/. Open a relationship link for the CIK-to-CIK filing trail.

Rows
28
Largest Forms 3/4/5 holder
Eric D. Ashleman
Net 12M change
-$2,810,522
Latest report
11 May 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Eric D. Ashleman CEO and President, Director $14,385,562 -$3,311,195 -19% Filing P/S 11 May 2026
David C. Parry Director $4,954,755 Mixed 07 May 2024
William M. Cook Director $4,719,592 Mixed 06 May 2022
Sean M. Gillen SVP, Chief Financial Officer $3,795,678 Mixed 19 Feb 2026
William K. Grogan Chief Financial Officer $3,366,971 Mixed 23 Feb 2023
Livingston Satterthwaite Director $3,347,127 Mixed 07 May 2024
Katrina L. Helmkamp Director $2,698,244 +$399,026 +17% Median 06 May 2026
Ernest J. Mrozek Director $2,195,978 Mixed 12 May 2021
Daniel J. Salliotte SVP, Corporate Development $2,181,104 Mixed 16 Feb 2022
Denise R. Singleton SVP, General Counsel &Corp Sec $1,996,344 Mixed 16 Feb 2022
Mark A. Buthman Director $1,900,238 Median 06 May 2026
Mark A. Beck Director $1,469,960 Median 06 May 2026
Abhishek Khandelwal SVP, Chief Financial Officer $1,362,381 Mixed 20 Feb 2025
Carl R. Christenson Director $1,356,419 +$101,647 +8.1% Median 06 May 2026
Tara M. Tereso Group Executive, HST $1,210,853 Mixed 19 Feb 2026
Lakecia N. Gunter Director $933,533 Median 06 May 2026
Akhil Mahendra Interim CFO $910,781 Filing P/S 05 Jun 2025
Lisa M. Anderson SVP, GC, CAO & Corp Sec $864,188 Mixed 19 Feb 2026
Allison S. Lausas VP, Chief Accounting Officer $820,423 Mixed 19 Feb 2026
Stanfield Paris Watts Director $795,162 Median 06 May 2026

Recent insider transactions for IDEX CORP /DE/

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Eric D. Ashleman IEX COMMON STOCK Sale -18.8% $3,311,195 $215.22 -15,385 66,658 11 May 2026 Direct
Eric D. Ashleman IEX COMMON STOCK Options Exercise 23.1% 15,385 82,043 11 May 2026 Direct
Eric D. Ashleman IEX OPTIONS (RIGHT TO BUY) Options Exercise -100% -15,385 0 11 May 2026 Direct
Stanfield Paris Watts IEX COMMON STOCK Award 23.8% 805 4,195 06 May 2026 Direct
Alejandro Quiroz IEX COMMON STOCK Award 25% 805 4,030 06 May 2026 Direct
Katrina L. Helmkamp IEX COMMON STOCK Award 7.84% 1,035 14,235 06 May 2026 Direct
Lakecia N. Gunter IEX COMMON STOCK Award 19.5% 805 4,925 06 May 2026 Direct
Matthijs Glastra IEX COMMON STOCK Award 74.9% 805 1,880 06 May 2026 Direct
Stephanie Disher IEX COMMON STOCK Award 74.9% 805 1,880 06 May 2026 Direct
Carl R. Christenson IEX COMMON STOCK Award 12.7% 805 7,156 06 May 2026 Direct
Mark A. Buthman IEX COMMON STOCK Award 8.73% 805 10,025 06 May 2026 Direct
Mark A. Beck IEX COMMON STOCK Award 11.6% 805 7,755 06 May 2026 Direct
Tara M. Tereso IEX COMMON STOCK Tax liability -2.57% -154 5,836 23 Feb 2026 Direct
Eric D. Ashleman IEX COMMON STOCK Award 15.7% 9,040 66,658 22 Feb 2026 Direct
Eric D. Ashleman IEX OPTIONS (RIGHT TO BUY) Award 38,165 38,165 22 Feb 2026 Direct
Allison S. Lausas IEX COMMON STOCK Tax liability -4.34% -179 3,947 20 Feb 2026 Direct
Tara M. Tereso IEX COMMON STOCK Award 21.4% 1,055 5,990 19 Feb 2026 Direct
Tara M. Tereso IEX OPTIONS (RIGHT TO BUY) Award 4,445 4,445 19 Feb 2026 Direct
William L. Simmons IEX COMMON STOCK Award 57.4% 1,055 2,892 19 Feb 2026 Direct
William L. Simmons IEX OPTIONS (RIGHT TO BUY) Award 4,445 4,445 19 Feb 2026 Direct
Allison S. Lausas IEX COMMON STOCK Award 7.14% 275 4,126 19 Feb 2026 Direct
Allison S. Lausas IEX OPTIONS (RIGHT TO BUY) Award 1,145 1,145 19 Feb 2026 Direct
Sean M. Gillen IEX COMMON STOCK Award 14.5% 2,410 19,005 19 Feb 2026 Direct
Sean M. Gillen IEX OPTIONS (RIGHT TO BUY) Award 10,160 10,160 19 Feb 2026 Direct
Lisa M. Anderson IEX COMMON STOCK Award 38.6% 1,205 4,327 19 Feb 2026 Direct
Lisa M. Anderson IEX OPTIONS (RIGHT TO BUY) Award 5,080 5,080 19 Feb 2026 Direct
Sean M. Gillen IEX COMMON STOCK Award 16,595 16,595 05 Jan 2026 Direct
Carl R. Christenson IEX COMMON STOCK Purchase 10.4% $101,647 $169.41 600 6,351 05 Nov 2025 Direct
Katrina L. Helmkamp IEX COMMON STOCK Purchase 23.4% $399,026 $159.61 2,500 13,200 07 Aug 2025 Direct
* marks a reported price that did not pass the local price check.
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