What SEC filings does IDEX Corporation submit to the SEC?

IDEX Corporation (IEX) submits several types of SEC filings including Form 4 (insider transactions), Form 144 (proposed insider sales), 8-K reports (material events such as earnings releases, acquisitions, leadership changes), and periodic reports — the 10-Q (quarterly) and 10-K (annual). All filings are publicly available through SEC EDGAR.

What does a Form 4 filing tell me about IEX?

A Form 4 for IEX discloses a transaction by a company insider — typically a director, officer, or 10%+ shareholder. It shows the source-reported date, number of shares, price, and updated ownership. These facts do not establish motive or predict future returns.

How do I interpret an 8-K filing from IDEX Corporation?

An 8-K signals a material event requiring prompt disclosure. Common triggers include earnings pre-announcements, acquisitions, leadership appointments or departures, credit changes, or regulatory actions. Read the item codes inside the filing to understand exactly what was disclosed before drawing conclusions.

What is the difference between a 10-K and 10-Q for IEX?

The 10-K is IDEX Corporation's annual report with fully audited financial statements, comprehensive MD&A, and complete risk factor disclosures — filed 60–90 days after fiscal year-end. The 10-Q is a lighter quarterly report with unaudited financials filed for the first three quarters. Together they provide a continuous financial picture of the company.

Where can I see all IEX SEC filings directly on EDGAR?

You can view all historical IDEX Corporation filings on the SEC EDGAR company page for IEX. Each filing card on this page links directly to the original SEC document.

How often does IDEX Corporation file with the SEC?

IDEX Corporation files one 10-K per year and up to three 10-Qs per year. Form 4 insider transactions must be reported within two business days of each trade, so the frequency depends on how often insiders are buying or selling IEX shares. 8-K filings occur whenever a material event happens — which can be several times per quarter for an active company.

IEX SEC Filing News — IDEX Corporation

Latest SEC filings for IDEX Corporation (IEX) explained in plain English. Covers insider buying and selling (Form 4), proposed insider sales (Form 144), material company events (8-K), and quarterly & annual reports (10-Q / 10-K). StrongBuyAnalytics provides navigation and brief excerpts or summaries; original filings remain at the SEC/source links and were authored by their filers, not StrongBuyAnalytics. Filing dates shown are source dates. Coverage and detection can be delayed or incomplete because of SEC availability, amendments, parsing, caching, or outages. Latest source filing date shown: 2026-09-18.

IDEX Corporation, together with its subsidiaries, provides applied solutions in the United States, North America, Europe, Asia, and internationally. It operates through three segments: Health & Science Technologies (HST), Fluid & Metering Technologies (FMT) and Fire & Safety/Diversified Products (FSDP). The HST segment designs, produces, and distributes a range of precision fluidics, positive displacement pumps, powder and liquid processing technologies, drying systems, micro-precision component…

Sector: Industrials Industry: Specialty Industrial Machinery Market Cap: $17.4B CIK: 832101

Total Filings

Bullish Classifications

Bearish Classifications

Insider Transactions

Material Events (8-K)

Periodic Reports

Rule-based classifications for IEX currently lean bearish. Of the 20 filing records displayed, 2 carry bearish classifications (such as insider sales or negative 8-K disclosures) versus 0 bullish. This does not necessarily signal fundamental deterioration — insiders sell for many reasons — but it is worth monitoring alongside the company's core financial metrics.

IEX Filing Activity Snapshot 2026-05-08 — 2026-09-18

Insider Transactions (Form 4)

0 buys vs 2 sells

Net insider selling in this period — insiders sell for many reasons beyond conviction.

Largest Form 144 Filing

$3.31M

ASHLEMAN ERIC D (Director, CEO and President) · 2026-05-13

15,385 shares · Form 4

Form 144 Notices

Proposed insider sales filed — Form 144 is a notice of intent, not a confirmed transaction. Actual sales are confirmed via Form 4.

Insider Transactions 14 · Forms 3, 4 and 5

A Form 4 is filed within two business days of a company insider — an officer, a director, or a holder of more than ten percent of the stock — changing their position in the shares. All 14 filings in this group are Form 4s for IDEX Corporation.

The difficulty with reading these filings as a group is that a single form type covers transactions that mean entirely different things. An executive spending their own money to buy stock and an executive having shares withheld to pay tax on a vesting grant both appear as a Form 4. Every filing below is therefore tagged with the nature of the underlying transaction, taken from the transaction code reported on the form itself.

Across the 14 insider filings shown, the breakdown is 8 compensation award, 4 tax withholding and 2 open-market sale. 2 of them involved a discretionary open-market trade; the rest are compensation and administrative mechanics.

What each transaction type means

Compensation award ×8: Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.
Tax withholding ×4: Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.
Open-market sale ×2: The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Form 4 Tax withholding Tax / Compensation Filing 2026-09-18

IEX insider Form 4 filed for equity award, exercise, or tax withholding

Tereso Tara M. (Group Executive, HST) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`F`	Tax withholding on vested shares	290	$222.84	$64.6K

Filing: Form 4 (Insider Transaction) Insider: Tereso Tara M. (Group Executive, HST) Shares: 290

View on SEC EDGAR → Open Filing Document →

Form 4 Tax withholding Tax / Compensation Filing 2026-09-18

IEX insider Form 4 filed for equity award, exercise, or tax withholding

Simmons William L. (Group Executive, FMT & FSDP) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`F`	Tax withholding on vested shares	218	$222.84	$48.6K

Filing: Form 4 (Insider Transaction) Insider: Simmons William L. (Group Executive, FMT & FSDP) Shares: 218

View on SEC EDGAR → Open Filing Document →

Form 4 Tax withholding Tax / Compensation Filing 2026-09-15

IEX insider Form 4 filed for equity award, exercise, or tax withholding

Tereso Tara M. (Group Executive, HST) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`F`	Tax withholding on vested shares	138	$221.46	$30.6K

Filing: Form 4 (Insider Transaction) Insider: Tereso Tara M. (Group Executive, HST) Shares: 138

View on SEC EDGAR → Open Filing Document →

Form 4 Tax withholding Tax / Compensation Filing 2026-09-01

IEX insider Form 4 filed for equity award, exercise, or tax withholding

Lausas Allison S (VP, Chief Accounting Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`F`	Tax withholding on vested shares	645	$230.28	$148.5K

Filing: Form 4 (Insider Transaction) Insider: Lausas Allison S (VP, Chief Accounting Officer) Shares: 645

View on SEC EDGAR → Open Filing Document →

Form 4 Open-market sale Insider Selling 2026-08-13

IEX insider Anderson Lisa M (SVP, GC, CAO & Corp Sec) sold 385 shares (~$91.9K)

Anderson Lisa M, listed as SVP, GC, CAO & Corp Sec at IDEX CORP /DE/, reported an open-market sale of 385 IEX shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`M`	Option exercise	385	$93.27	$35.9K
`S`	Open-market sale	385	$238.59	$91.9K
`M`	Option exercise derivative · OPTIONS (RIGHT TO BUY)	385	—	—

Filing: Form 4 (Insider Transaction) Insider: Anderson Lisa M (SVP, GC, CAO & Corp Sec) Shares: 385 Est. Value: $91.9K

View on SEC EDGAR → Open Filing Document →

Form 4 Open-market sale Insider Selling 2026-05-13

IEX insider ASHLEMAN ERIC D (Director, CEO and President) sold 15,385 shares (~$3.31M)

ASHLEMAN ERIC D, listed as Director, CEO and President at IDEX CORP /DE/, reported an open-market sale of 15,385 IEX shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`M`	Option exercise	15,385	$93.27	$1.43M
`S`	Open-market sale	10,470	$214.95	$2.25M
`S`	Open-market sale	4,915	$215.81	$1.06M
`M`	Option exercise derivative · OPTIONS (RIGHT TO BUY)	15,385	—	—

Filing: Form 4 (Insider Transaction) Insider: ASHLEMAN ERIC D (Director, CEO and President) Shares: 15,385 Est. Value: $3.31M

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-05-08

IEX insider Form 4 filed for equity award, exercise, or tax withholding

Watts Stanfield Paris (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	805	—	—

Filing: Form 4 (Insider Transaction) Insider: Watts Stanfield Paris (Director) Shares: 805

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-05-08

IEX insider Form 4 filed for equity award, exercise, or tax withholding

Quiroz Alejandro (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	805	—	—

Filing: Form 4 (Insider Transaction) Insider: Quiroz Alejandro (Director) Shares: 805

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-05-08

IEX insider Form 4 filed for equity award, exercise, or tax withholding

Helmkamp Katrina L (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	1,035	—	—

Filing: Form 4 (Insider Transaction) Insider: Helmkamp Katrina L (Director) Shares: 1,035

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-05-08

IEX insider Form 4 filed for equity award, exercise, or tax withholding

Gunter Lakecia N (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	805	—	—

Filing: Form 4 (Insider Transaction) Insider: Gunter Lakecia N (Director) Shares: 805

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-05-08

IEX insider Form 4 filed for equity award, exercise, or tax withholding

Glastra Matthijs (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	805	—	—

Filing: Form 4 (Insider Transaction) Insider: Glastra Matthijs (Director) Shares: 805

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-05-08

IEX insider Form 4 filed for equity award, exercise, or tax withholding

Disher Stephanie (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	805	—	—

Filing: Form 4 (Insider Transaction) Insider: Disher Stephanie (Director) Shares: 805

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-05-08

IEX insider Form 4 filed for equity award, exercise, or tax withholding

Christenson Carl R (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	805	—	—

Filing: Form 4 (Insider Transaction) Insider: Christenson Carl R (Director) Shares: 805

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-05-08

IEX insider Form 4 filed for equity award, exercise, or tax withholding

BUTHMAN MARK A (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	805	—	—

Filing: Form 4 (Insider Transaction) Insider: BUTHMAN MARK A (Director) Shares: 805

View on SEC EDGAR → Open Filing Document →

Proposed Insider Sales 2 · Form 144

A Form 144 is a notice of intent to sell restricted or control securities. It is not a record that anything was sold. IDEX Corporation has 2 such notices in this period.

The distinction matters because a Form 144 is frequently reported as though it were a completed insider sale. The filer may sell all of the shares covered, some of them, or none at all, and there is no obligation to update the notice either way. A sale that is actually executed by an officer or director shows up separately on a Form 4, which is the filing to check before treating a proposed sale as a real one.

Form 144 Proposed Insider Sale 2026-08-12

IEX Form 144 filed for proposed insider sale by Lisa Anderson (385 shares) ~$91.8K

Lisa Anderson filed a Form 144 with the SEC indicating intent to sell IEX (IDEX CORP /DE/) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Lisa Anderson Shares: 385 Est. Value: $91.8K

View on SEC EDGAR → Open Filing Document →

Form 144 Proposed Insider Sale 2026-05-11

IEX Form 144 filed for proposed insider sale by Eric Ashleman (15,385 shares) ~$3.31M

Eric Ashleman filed a Form 144 with the SEC indicating intent to sell IEX (IDEX CORP /DE/) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Eric Ashleman Shares: 15,385 Est. Value: $3.31M

View on SEC EDGAR → Open Filing Document →

Material Events 3 · Form 8-K

An 8-K reports a material event in the window between scheduled reports. There are 3 in this period for IDEX Corporation. Each 8-K names the item number it is filed under, and that number is the fastest way to tell a routine disclosure from a consequential one.

Item 2.02 is an earnings release, Item 5.02 is a change of directors or officers, and Item 1.01 or 2.01 covers a material agreement or a completed acquisition. Item 7.01 and Item 8.01 are the general-purpose disclosure items and carry no fixed meaning on their own.

Form 8-K Material Company Update 2026-09-03

IEX filed 8-K — material company event

IDEX CORP /DE/ filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)

View on SEC EDGAR → Open Filing Document →

Form 8-K Material Company Update 2026-08-17

IEX filed 8-K — material company event

IDEX CORP /DE/ filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)

View on SEC EDGAR → Open Filing Document →

Form 8-K Material Company Update 2026-07-29

IEX filed 8-K — material company event

IDEX CORP /DE/ filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)

View on SEC EDGAR → Open Filing Document →

Periodic Reports 1 · Forms 10-K and 10-Q

The periodic reports are where the audited and reviewed financial statements live. This period contains 1 quarterly report (10-Q) for IDEX Corporation.

The two are not equivalent in weight. A 10-K is audited by an external firm and includes the full risk factor disclosure, business description and management discussion; a 10-Q is unaudited, reviewed rather than examined, and much shorter. When a figure in a quarterly report is later revised, the annual report is usually where the correction appears.

An amended report — 10-K/A or 10-Q/A — restates or corrects something in the original filing, and is worth reading against the version it replaces.

Form 10-Q Quarterly Report 2026-07-29

IEX filed Quarterly Report (10-Q)

IDEX CORP /DE/ filed its quarterly report with the SEC. This report includes unaudited financial statements and management discussion for the quarter.

Filing: 10-Q (Quarterly Report)

View on SEC EDGAR → Open Filing Document →

How we classify IDEX Corporation's filings

Straight from EDGAR

Each displayed record links to an original source document. StrongBuyAnalytics provides navigation and brief excerpts or summaries, not the filing itself. Parsing may omit context or contain errors, so read the original document in full.

Transaction codes, not guesswork

The nature shown on each insider filing comes from the transaction code the filer entered on the form itself — P for an open-market purchase, A for a compensation award, F for shares withheld to pay tax, M for an option exercise. Where one filing contains several codes, the transaction table lists them line by line.

Why the distinction matters

Insider activity is routinely summarised as buying or selling, which flattens together decisions that mean very different things. Shares withheld for tax on a vesting grant are an automatic administrative step; shares bought on the open market are someone committing their own money at the current price.

What this page does not tell you

A filing records what happened, not why. Form 4 does not always disclose whether a sale was executed under a pre-arranged Rule 10b5-1 plan, and no single filing is a basis for a decision on IEX. Read these alongside the fundamentals rather than in isolation.

Frequently Asked Questions — IEX SEC Filings

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Publisher, sources & limitations — September 15, 2026. StrongBuyAnalytics provides navigation and brief excerpts or summaries for educational use. Original filings remain at SEC EDGAR or other displayed source links; StrongBuyAnalytics does not author them. Filing dates are source dates, not publication dates for this page. Coverage can be delayed, incomplete, amended, or unavailable because of SEC/source availability, parsing, caching, or outages. Verify every material statement in the original filing.

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