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IEXIDEX Corporation · Insider ownership research

IDEX Corporation insiders sold $3.4M in the past 12 months. How much of their stake is that?

About 13% overall. As a group they ended with more shares than they started with. The biggest individual seller, Eric Ashleman, sold shares equal to 27% of starting holdings, but more vested, so the stake grew.

Updated Oct 8, 2026 from SEC filings · covers Oct 9, 2025 to Oct 8, 2026
How this comparesMore of their stake sold than at 245 of the 311 other companies we can measure (#67 of 312)See ranking
1
buyer among officers and directors (1 trade), past 12 months
0%
of sales were under disclosed trading plans, past 12 months
2 of 16
officers and directors sold shares, past 12 months
Recent activity · past 30 days, Sep 9, 2026 to Oct 8, 2026
Sep 16, 20262 executives had 508 shares ($113K) withheld by the company for taxes (not a market sale). That is between 5.1% and 18% of each person's total stake held that day.
WhoSharesPrice% of total stakeTotal stake afterTrade dateFiled
Tara Tereso
Group Executive, HST
290$222.845.1%5.4KSep 16, 2026Sep 18, 2026
William Simmons
Group Executive, FMT & FSDP
218$222.8418%975Sep 16, 2026Sep 18, 2026

"% of total stake" is the shares in this event against all the vested shares the person held that day, across every share class and holding entity, after that day's vesting. "n/a" means the person's holdings don't reconcile, or the row is a purchase. "Holdings record incomplete" means more shares were sold than the filings show the person held that day, so a percentage would be wrong.

Sep 11, 2026Tara Tereso had 138 shares ($31K) withheld by the company for taxes (not a market sale). That is 2.4% of the total stake held that day.
WhoSharesPrice% of total stakeTotal stake afterTrade dateFiled
Tara Tereso
Group Executive, HST
138$221.462.4%5.7KSep 11, 2026Sep 15, 2026

"% of total stake" is the shares in this event against all the vested shares the person held that day, across every share class and holding entity, after that day's vesting. "n/a" means the person's holdings don't reconcile, or the row is a purchase. "Holdings record incomplete" means more shares were sold than the filings show the person held that day, so a percentage would be wrong.

Is this normal? Less than usual: about one-fifth of the 5-year average. 2 insiders sold; the average is 2 a year. Year by year
Latest filing: Filed Sep 18 for a tax withholding on Sep 16. Tara Tereso had 290 shares withheld by the company for taxes. Filing
26 SEC ownership filings in the period · See the evidence

What stands out

Eric Ashleman sold 27% of vested holdings: 15K shares for $3.3M, none under a disclosed plan.Largest sale, May 11, 2026
Carl Christenson bought 600 shares for $102K, first on Nov 5, 2025.Purchase, Nov 5, 2025
Lisa Anderson sold 385 shares (12% of starting holdings), but 1.6K more vested, so the stake grew (from 3.1K to 4.3K).Largest sale, Aug 12, 2026

Percentages cover 14 of 16 officers and directors. Left out: Allison Lausas (holdings couldn't be fully reconciled); Sean Gillen (held no vested shares at the start). Disclosed company stock is not an insider's whole wealth.

Who sold, and how much of their stake

Officers and directors, past 12 months. Each bar is the insider's vested stake at the start of the period (Oct 8, 2025). The gold part is what they sold.

SoldRest of starting stakeAdded during the period
Eric Ashleman
CEO and President, Director
Sold 27%, but 15K shares were added (mostly vesting), so the stake grew
27% · $3.3MNo plan disclosed
Lisa Anderson
SVP, GC, CAO & Corp Sec
Sold 12%, but 385 shares were added (mostly vesting), so the stake grew
12% · $92KNo plan disclosed
Amounts, filings and trading plans for each seller

Selling by month

Officers and directors, Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.

Disclosed planTo cover taxesNo plan disclosed
OctNovDecJanFebMarAprMay 2026: $3.3M no plan disclosed$3.3MMayJunJulAug 2026: $92K no plan disclosedAugSepOct

Common questions

Is the IDEX Corporation CEO selling stock?

Yes. Eric Ashleman sold 15K shares ($3.3M, 27% of starting holdings) in the past 12 months, none of it under a trading plan disclosed in the filings.

Why are IDEX Corporation insiders selling?

Filings rarely give a reason, and we don't guess at one. What they show is how the sales were made: 0% of sales by value ran under 10b5-1 trading plans disclosed in the filings and 100% had no disclosed plan. A trading plan schedules sales in advance.

Are any IDEX Corporation insiders buying?

Yes. 1 officer or director reported 1 purchase in the past 12 months (Form 4 code P, which includes private purchases).

How much of their stake did IDEX Corporation insiders sell?

About 13% overall. As a group they ended with more shares than they started with. The biggest individual seller, Eric Ashleman, sold shares equal to 27% of starting holdings, but more vested, so the stake grew. That covers the 12 months to Oct 8, 2026 and counts vested shares reported on SEC Forms 3, 4 and 5, which is not an insider's whole wealth.

The evidence

Who sold2 officers and directors: amount, % of holdings, trading plan
Who soldAmount% of holdingsTrading plan
Eric Ashleman
CEO and President, Director
$3.3M
15K shares
27%No plan disclosed
Lisa Anderson
SVP, GC, CAO & Corp Sec
$92K
385 shares
12%No plan disclosed
The full ownership picture15 of 16 insiders fully reconciled · 16 officers and directors

Vested shares across all share classes, held directly and through trusts, LLCs and family members, as reported on SEC Forms 3, 4 and 5. Unvested awards and options are never counted as owned shares.

InsiderHeld Oct 8, 2025SoldHeld Oct 8, 2026Still held
Eric Ashleman
i
Includes unvested RSUs, amount not disclosed.
CEO and President, Director
58K−15K67K+16%
Vesting, gifts, unvested awards and holding lines for Eric Ashleman
+15Kshares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
COMMON STOCK57,61866,658
Katrina Helmkamp
i
Includes unvested RSUs, amount not disclosed.
Director
13K014Kno sales
Vesting, gifts, unvested awards and holding lines for Katrina Helmkamp
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
COMMON STOCK13,20014,235
Mark Buthman
i
Includes unvested RSUs, amount not disclosed.
Director
9.2K010Kno sales
Vesting, gifts, unvested awards and holding lines for Mark Buthman
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
COMMON STOCK9,22010,025
Mark Beck
i
Includes unvested RSUs, amount not disclosed.
Director
7K07.8Kno sales
Vesting, gifts, unvested awards and holding lines for Mark Beck
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
COMMON STOCK6,9507,755
Carl Christenson
i
Includes unvested RSUs, amount not disclosed.
Director
5.8K07.2Kno sales
Vesting, gifts, unvested awards and holding lines for Carl Christenson
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
COMMON STOCK5,7517,156
Akhil Mahendra
Interim CFO
5K05Kno sales
Vesting, gifts, unvested awards and holding lines for Akhil Mahendra
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCOMMON STOCK5,0355,035
Tara Tereso
i
Started reporting during the period; starting holdings are from the Form 3.
Group Executive, HST
4.9K05.4Kno sales
Vesting, gifts, unvested awards and holding lines for Tara Tereso
0shares vested or exercised
0gifted (net of own trusts)
−582withheld by the company for taxes
none reportedunvested awards, start → end
  • Started reporting during the period; starting holdings are from the Form 3.
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCOMMON STOCK4,9355,408
Allison Lausas
!
Holdings couldn't be fully reconciled. Balance changed without a matching transaction, and the footnote does not state the amount: -292 shares on Feb 19, 2026 (Direct). See the filing Sales and other transactions for Allison Lausas are complete.
VP, Chief Accounting Officer
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Allison Lausas
0shares vested or exercised
0gifted (net of own trusts)
−824withheld by the company for taxes
none reportedunvested awards, start → end

Holdings couldn't be fully reconciled. Balance changed without a matching transaction, and the footnote does not state the amount: -292 shares on Feb 19, 2026 (Direct). The balances below are as reported, not verified totals.

Held throughShare classOct 8, 2025Oct 8, 2026
DirectCOMMON STOCK4,1433,302
Lakecia Gunter
i
Includes unvested RSUs, amount not disclosed.
Director
4.1K04.9Kno sales
Vesting, gifts, unvested awards and holding lines for Lakecia Gunter
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
COMMON STOCK4,1204,925
Stanfield Watts
i
Includes unvested RSUs, amount not disclosed.
Director
3.4K04.2Kno sales
Vesting, gifts, unvested awards and holding lines for Stanfield Watts
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
COMMON STOCK3,3904,195
Alejandro Quiroz
i
Includes unvested RSUs, amount not disclosed.
Director
3.2K04Kno sales
Vesting, gifts, unvested awards and holding lines for Alejandro Quiroz
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
COMMON STOCK3,2254,030
Lisa Anderson
SVP, GC, CAO & Corp Sec
3.1K−3854.3K+39%
Vesting, gifts, unvested awards and holding lines for Lisa Anderson
+385shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCOMMON STOCK3,1224,327
Stephanie Disher
i
Includes unvested RSUs, amount not disclosed.
Director
1.1K01.9Kno sales
Vesting, gifts, unvested awards and holding lines for Stephanie Disher
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
COMMON STOCK1,0751,880
Matthijs Glastra
i
Includes unvested RSUs, amount not disclosed.
Director
1.1K01.9Kno sales
Vesting, gifts, unvested awards and holding lines for Matthijs Glastra
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
COMMON STOCK1,0751,880
William Simmons
i
Includes unvested RSUs, amount not disclosed. Unvested RSUs stated in footnotes are excluded from owned shares. Started reporting during the period; starting holdings are from the Form 3.
Group Executive, FMT & FSDP
13802.7Kno sales
Vesting, gifts, unvested awards and holding lines for William Simmons
0shares vested or exercised
0gifted (net of own trusts)
−218withheld by the company for taxes
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
  • Unvested RSUs stated in footnotes are excluded from owned shares.
  • Started reporting during the period; starting holdings are from the Form 3.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
COMMON STOCK1382,674
Sean Gillen
SVP, Chief Financial Officer
0019Kno sales
Vesting, gifts, unvested awards and holding lines for Sean Gillen
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCOMMON STOCK019,005

15 of 16 insiders fully reconciled: starting holdings plus reported transactions match ending holdings (15 exactly, 0 with a minor or footnoted difference). For 1 we show sales but not holdings; the ! icon on that row explains why. Percentages cover 14 of 16 officers and directors. Left out: Allison Lausas (holdings couldn't be fully reconciled); Sean Gillen (held no vested shares at the start). "Still held" compares ending with starting vested shares; a plus sign means the holding grew.

What explains the selling$3.4M of sales by plan status, purpose, seller and month

Officer and director open-market sales: $3.4M across 15,770 shares. Plan status and stated purpose are separate questions, and a sale can have both.

By plan status

No plan disclosed · $3.4M

Sales with no 10b5-1 plan and no tax reference in the filing. $3.3M of it is Eric Ashleman. No plan disclosed is a statement about the filing, not about why the sale happened. Largest such sale: Eric Ashleman, May 11, 2026

Taxes

1,624 shares ($361K) were withheld by the company for taxes, which isn't a market sale.

Purchases · 1 buyer (1 trade)

1 officer or director bought shares in this period, in 1 trade(Form 4 code P). Across all their filings on record there are 2 purchase trades.

SellerShares soldProceedsUnder a disclosed planShare of totalSales dates
Eric Ashleman
CEO and President, Director
15K$3.3M0%97%May 11, 2026 to May 11, 2026
Lisa Anderson
SVP, GC, CAO & Corp Sec
385$92K0%3%Aug 12, 2026 to Aug 12, 2026

Sales by month

MonthSale proceedsDisclosed planTo cover taxesNo plan disclosed
Oct 2025$0$0$0$0
Nov 2025$0$0$0$0
Dec 2025$0$0$0$0
Jan 2026$0$0$0$0
Feb 2026$0$0$0$0
Mar 2026$0$0$0$0
Apr 2026$0$0$0$0
May 2026$3.3M$0$0$3.3M
Jun 2026$0$0$0$0
Jul 2026$0$0$0$0
Aug 2026$92K$0$0$92K
Sep 2026$0$0$0$0
Oct 2026$0$0$0$0
Is this normal? Selling year by year5 earlier years to compare with

Less than usual: about one-fifth of the 5-year average. 2 insiders sold; the average is 2 a year.

12 months endingShares soldInsiders who soldProceeds
Oct 8, 2026
Latest 12 months
16K2$3.4M
Oct 8, 2025
1 year earlier
2501$45K
Oct 8, 2024
2 years earlier
00$0
Oct 9, 2023
3 years earlier
24K3$5.1M
Oct 9, 2022
4 years earlier
19K3$4.5M
Oct 9, 2021
5 years earlier
322K5$59.7M

Open-market sales (Form 4 code S) by people who were officers or directors, in split-adjusted shares. Earlier years include people who have since left. A sale that an outside holder also reports (a family trust, a fund) is counted with outside holders in every year. Shares, not dollars, are compared, so a change in the stock price doesn't look like a change in selling. Years the filings don't fully cover are shown but left out of the average.

Known gaps and uncertainty1 insider whose holdings couldn't be fully reconciled

Allison Lausas: holdings couldn't be fully reconciled (difference of -292 shares). Balance changed without a matching transaction, and the footnote does not state the amount: -292 shares on Feb 19, 2026 (Direct). Filing, Feb 19, 2026

Footnote: "Represents an award of restricted shares, which vest in three substantially equal annual installments beginning February 19, 2027, subject to the Reporting Person's continuous service through each such date."

Inferred rename: "WAYNE P. SAYATOVIC 150,963 HELD DIRECTLY BY JANICE SAYATOVIC, WIFE 45,000 HELD INDIRECTLY BY JANICE SAYATOVIC, WIFE, IN CUSTODIAL ACCOUNT 6,750 TOTAL 202,713" is treated as the same holder as "WAYNE P. SAYATOVIC 146,900, HELD DIRECTLY BY JANICE SAYATOVIC, WIFE 45,000, HELD INDIRECTLY BY JANICE SAYATOVIC, WIFE, IN CUSTODIAL ACCOUNT 6,750, TOTAL 198,650", because the old name was never reported again and the new one opened with the same balance (456,104 shares). Old name, new name

Inferred typo: the share class "DEFERRED COMPENSATION UNITS (DUC'S)" is treated as the same class as "DEFERRED COMPENSATION UNITS (DCU'S)" on 1 holding line, because the two spellings are nearly identical and each balance carried over exactly. Example (Frank Hermance, 10,111 shares): old title, new title

Inferred typo: the share class "DEFERRED COMPENSAION UNITS (DCU'S)" is treated as the same class as "DEFERRED COMPENSATION UNITS (DCU'S)" on 1 holding line, because the two spellings are nearly identical and each balance carried over exactly. Example (Frank Notaro, 4,719 shares): old title, new title

Inferred typo: the share class "DEFERRED COMPENSATION UNITS (DCU'S)" is treated as the same class as "DEFERRED COMPENSATION UNITS (DUC'S)" on 1 holding line, because the two spellings are nearly identical and each balance carried over exactly. Example (Dennis Williams, 137,466 shares): old title, new title

Inferred typo: the share class "COMMON STCOK" is treated as the same class as "COMMON STOCK" on 1 holding line, because the two spellings are nearly identical and each balance carried over exactly. Example (Andrew Silvernail, 82,656 shares): old title, new title

Inferred typo: the share class "COMMONS STOCK" is treated as the same class as "COMMON STOCK" on 2 holding lines, because the two spellings are nearly identical and each balance carried over exactly. Example (Jeffrey Bucklew, 5,205 shares): old title, new title

External context: we only cite outside events when a documented connection exists. None is shown for this period.

Sources and methodology1,040 filings from SEC EDGAR, and how we read them

All 1,040 Forms 3, 4 and 5 filed for IDEX Corporation (SEC CIK 832101) from Feb 19, 2003 to Sep 18, 2026, retrieved from SEC EDGAR on Oct 8, 2026. Prices are the ones reported in each filing, often weighted averages. 2 filings were left out because IDEX Corporation filed them as an owner of another company's stock. 2 older filings exist only on paper and could not be read.

Probable 3-for-2 stock split on or before May 28, 2004 (split date stated in a footnote). Splits aren't reported as transactions; 14 holding lines changed by exactly this ratio, so earlier share counts are restated.

Probable 3-for-2 stock split on or before May 21, 2007 (split date stated in a footnote). Splits aren't reported as transactions; 15 holding lines changed by exactly this ratio, so earlier share counts are restated.

Holdings. Each holding line (a share class plus an owner, such as a trust or LLC) carries its last reported balance forward. Entities first reported during the period start at zero, so transfers between an insider's own trusts don't count as selling. Lines not reported for three years or more are listed separately and left out of totals.

Sales. A sale counts as under a 10b5-1 plan if its footnote cites one or the filing's Rule 10b5-1 box is checked, and as tax-related if its footnote cites tax obligations or sell-to-cover. Shares withheld by the company for taxes are listed separately. Sales with neither attribute are labeled "no plan disclosed".

Full methodology

Former or inactive filers (42)No filing in 18 months; last reported balances, not in any total
NameLast filedLast reported balance
Melissa FloresFeb 24, 20252,516 shares, last reported balance as of Feb 20, 2025
Roopa UnnikrishnanFeb 24, 20251,170 shares, last reported balance as of Feb 20, 2025
Abhishek KhandelwalFeb 24, 20256,935 shares, last reported balance as of Feb 20, 2025
Livingston SatterthwaiteMay 8, 202414,747 shares, last reported balance as of May 7, 2024
David ParryMay 8, 202421,830 shares, last reported balance as of May 7, 2024
William GroganFeb 27, 202317,203 shares, last reported balance as of Feb 18, 2023
Marc UlemanFeb 27, 20233,296 shares, last reported balance as of Feb 18, 2023
Melissa AquinoJan 4, 2023No balance on record
William CookMay 10, 202224,114 shares, last reported balance as of May 6, 2022
Daniel SalliotteFeb 18, 202237,822 shares, last reported balance as of Feb 16, 2022
Denise CadeFeb 18, 202210,200 shares, last reported balance as of Feb 16, 2022
Ernest MrozekMay 14, 202111,220 shares, last reported balance as of May 12, 2021
Michael YatesMar 1, 202119,408 shares, last reported balance as of Feb 12, 2021
Andrew SilvernailDec 1, 202034,903 shares, last reported balance as of Nov 30, 2020
Jeffrey BucklewAug 26, 2020No balance on record
Cynthia WarnerMay 11, 20209,825 shares, last reported balance as of May 7, 2020
James MacLennanFeb 11, 20209,258 shares, last reported balance as of Feb 7, 2020
Gregory MilzcikMar 13, 20176,665 shares, last reported balance as of Mar 10, 2017
Heath MittsMay 24, 201628,041 shares, last reported balance as of May 20, 2016
Frank NotaroNov 20, 20154,330 shares, last reported balance as of Nov 19, 2015
Brett FinleyOct 27, 201518,737 shares, last reported balance as of Oct 23, 2015
Michael TokarzMar 2, 2015359,496 shares, last reported balance as of Feb 27, 2015
Bradley BellJan 9, 201550,501 shares, last reported balance as of Jan 7, 2015
Ruby ChandyFeb 23, 20127,026 shares, last reported balance as of Feb 21, 2012
Kevin HostetlerDec 1, 201135,598 shares, last reported balance as of Nov 30, 2011
Lawrence KingsleyAug 30, 2011520,184 shares, last reported balance as of Aug 29, 2011
Frank HermanceAug 2, 201116,174 shares, last reported balance as of Jul 29, 2011
Dominic RomeoMar 1, 201115,765 shares, last reported balance as of Feb 25, 2011
Harold MorganFeb 23, 201114,800 shares, last reported balance as of Feb 22, 2011
John McMurrayFeb 18, 201131,764 shares, last reported balance as of Feb 17, 2011
Neil SpringerAug 3, 201024,846 shares, last reported balance as of Jul 30, 2010
Kimberly BorsApr 10, 200823,768 shares, last reported balance as of Apr 8, 2008
Bradley SpiegelApr 10, 200853,801 shares, last reported balance as of Apr 8, 2008
Gregory KennyJan 3, 200810,429 shares, last reported balance as of Jan 1, 2008
Paul RaetherApr 4, 2006437,204 shares, last reported balance as of Apr 1, 2006
Dennis WilliamsMar 30, 2006511,019 shares, last reported balance as of Mar 29, 2006
David WindmullerNov 23, 20057,445 shares, last reported balance as of Nov 23, 2005
Clinton KoomanSep 22, 2005121,586 shares, last reported balance as of Sep 22, 2005
Douglas LennoxJul 29, 2005116,952 shares, last reported balance as of Jul 29, 2005
Thomas GiordanoMar 22, 20051,935 shares, last reported balance as of Mar 22, 2005
Dennis MetcalfMay 25, 2004290 shares, last reported balance as of May 24, 2004
Wayne SayatovicNov 10, 2003446,963 shares, last reported balance as of Nov 7, 2003