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Public ownership evidence

IDEX Corporation (IEX) Ownership Disclosures

Read IEX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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2026-08-142026-08-12Anderson Lisa MS385Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-08-12 and its public availability date is 2026-08-14. Subtracting those calendar dates gives 2 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code S: a sale. A purchase-following rule excludes this sale even if the reported dollar amount is large.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0000905148-26-003643 ↗13F 0002110329-26-000015 ↗13F 0002110329-26-000014 ↗

Recent Form 4 activity

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2026-08-142026-08-12Anderson Lisa MS385Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2921$4,766None
Cornerstone Financial Management LLC2026-03-312026-08-2921$3,981None
Cornerstone Financial Management LLC2025-12-312026-08-2918$3,203None
Advisors Asset Management, Inc.2021-12-312026-08-28461$108,944None
Advisors Asset Management, Inc.2020-06-302026-08-284,632$732,041None
Advisors Asset Management, Inc.2021-09-302026-08-281,244$257,000None
Corient Private Wealth LP2026-06-302026-08-281,482$336,350None
Corient Private Wealth LP2026-06-302026-08-28213,621$48,481,323None
Formuepleje A/S2025-12-312026-08-2814,499$2,579,952None
Formuepleje A/S2025-09-302026-08-2814,136$2,300,775None
Formuepleje A/S2025-06-302026-08-2815,129$2,737,895None
Formuepleje A/S2025-03-312026-08-2815,129$2,737,895None
Formuepleje A/S2024-12-312026-08-2813,414$2,807,416None
Formuepleje A/S2024-09-302026-08-2815,788$3,386,526None
Formuepleje A/S2024-06-302026-08-2820,119$4,047,943None
Formuepleje A/S2024-03-312026-08-2822,511$5,493,134None
Formuepleje A/S2023-12-312026-08-2824,531$5,325,925None
Formuepleje A/S2023-09-302026-08-2823,967$4,985,615None
Formuepleje A/S2023-06-302026-08-2823,608$5,081,858None
Formuepleje A/S2023-03-312026-08-2835,745$8,258,167None
Formuepleje A/S2022-12-312026-08-2836,374$8,305,275None
Formuepleje A/S2022-09-302026-08-2838,019$7,598,097None
Formuepleje A/S2022-06-302026-08-2849,757$9,037,364None
Formuepleje A/S2022-03-312026-08-2852,921$10,339,176None
Formuepleje A/S2021-12-312026-08-2856,002$13,234,393None
Formuepleje A/S2021-09-302026-08-2875,103$15,542,566None
Formuepleje A/S2021-06-302026-08-2864,666$14,229,753None
Formuepleje A/S2021-03-312026-08-2864,659$13,534,422None
Formuepleje A/S2020-12-312026-08-2863,320$12,613,344None
Formuepleje A/S2020-09-302026-08-2857,787$10,540,927None
Formuepleje A/S2020-06-302026-08-2858,903$9,309,030None
Formuepleje A/S2020-03-312026-08-2853,878$7,441,091None
Formuepleje A/S2019-12-312026-08-2832,181$5,535,132None
Formuepleje A/S2019-09-302026-08-2825,060$4,106,833None
Formuepleje A/S2019-06-302026-08-2811,006$1,894,573None
Formuepleje A/S2019-03-312026-08-288,460$1,283,720None
Formuepleje A/S2018-12-312026-08-287,982$1,007,807None
Formuepleje A/S2018-09-302026-08-287,554$1,138,086None
Principia Wealth Advisory, LLC2026-06-302026-08-273$681None
Principia Wealth Advisory, LLC2026-03-312026-08-273$569None
Advisors Asset Management, Inc.2020-12-312026-08-273,817$760,000None
Advisors Asset Management, Inc.2021-03-312026-08-273,010$630,053None
Advisors Asset Management, Inc.2021-06-302026-08-272,369$521,000None
Advisors Asset Management, Inc.2020-09-302026-08-273,936$717,966None
Groupe la Francaise2026-06-302026-08-262,297$521,304None
Advisors Asset Management, Inc.2019-12-312026-08-265,626$967,672None
CYBER HORNET ETFs LLC2026-06-302026-08-25199$45,163None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25102,562$23,276,446None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2523,276,446$102,562,000None
Advisors Asset Management, Inc.2020-03-312026-08-224,463$616,385None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗Formuepleje A/S ↗Formuepleje A/S ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.