• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    Amendment: SEC Form SCHEDULE 13G/A filed by IDEX Corporation

    5/12/25 10:44:45 AM ET
    $IEX
    Fluid Controls
    Industrials
    Get the next $IEX alert in real time by email



    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549


    SCHEDULE 13G


    UNDER THE SECURITIES EXCHANGE ACT OF 1934
    (Amendment No. 1)


    IDEX Corporation

    (Name of Issuer)


    Common Stock

    (Title of Class of Securities)


    45167R104

    (CUSIP Number)


    03/31/2025

    (Date of Event Which Requires Filing of this Statement)


    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
    Checkbox checked   Rule 13d-1(b)
    Checkbox not checked   Rule 13d-1(c)
    Checkbox not checked   Rule 13d-1(d)






    SCHEDULE 13G

    CUSIP No.
    45167R104


    1Names of Reporting Persons

    Wellington Management Group LLP
    2Check the appropriate box if a member of a Group (see instructions)

    Checkbox not checked  (a)
    Checkbox not checked  (b)
    3Sec Use Only
    4Citizenship or Place of Organization

    MASSACHUSETTS
    Number of Shares Beneficially Owned by Each Reporting Person With:
    5Sole Voting Power

    0.00
    6Shared Voting Power

    4,742,626.00
    7Sole Dispositive Power

    0.00
    8Shared Dispositive Power

    5,050,601.00
    9Aggregate Amount Beneficially Owned by Each Reporting Person

    5,050,601.00
    10Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

    Checkbox not checked
    11Percent of class represented by amount in row (9)

    6.7 %
    12Type of Reporting Person (See Instructions)

    HC


    SCHEDULE 13G

    CUSIP No.
    45167R104


    1Names of Reporting Persons

    Wellington Group Holdings LLP
    2Check the appropriate box if a member of a Group (see instructions)

    Checkbox not checked  (a)
    Checkbox not checked  (b)
    3Sec Use Only
    4Citizenship or Place of Organization

    DELAWARE
    Number of Shares Beneficially Owned by Each Reporting Person With:
    5Sole Voting Power

    0.00
    6Shared Voting Power

    4,742,626.00
    7Sole Dispositive Power

    0.00
    8Shared Dispositive Power

    5,050,601.00
    9Aggregate Amount Beneficially Owned by Each Reporting Person

    5,050,601.00
    10Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

    Checkbox not checked
    11Percent of class represented by amount in row (9)

    6.7 %
    12Type of Reporting Person (See Instructions)

    HC


    SCHEDULE 13G

    CUSIP No.
    45167R104


    1Names of Reporting Persons

    Wellington Investment Advisors Holdings LLP
    2Check the appropriate box if a member of a Group (see instructions)

    Checkbox not checked  (a)
    Checkbox not checked  (b)
    3Sec Use Only
    4Citizenship or Place of Organization

    DELAWARE
    Number of Shares Beneficially Owned by Each Reporting Person With:
    5Sole Voting Power

    0.00
    6Shared Voting Power

    4,742,626.00
    7Sole Dispositive Power

    0.00
    8Shared Dispositive Power

    5,050,601.00
    9Aggregate Amount Beneficially Owned by Each Reporting Person

    5,050,601.00
    10Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

    Checkbox not checked
    11Percent of class represented by amount in row (9)

    6.7 %
    12Type of Reporting Person (See Instructions)

    HC


    SCHEDULE 13G

    CUSIP No.
    45167R104


    1Names of Reporting Persons

    Wellington Management Company LLP
    2Check the appropriate box if a member of a Group (see instructions)

    Checkbox not checked  (a)
    Checkbox not checked  (b)
    3Sec Use Only
    4Citizenship or Place of Organization

    DELAWARE
    Number of Shares Beneficially Owned by Each Reporting Person With:
    5Sole Voting Power

    0.00
    6Shared Voting Power

    4,609,986.00
    7Sole Dispositive Power

    0.00
    8Shared Dispositive Power

    4,800,740.00
    9Aggregate Amount Beneficially Owned by Each Reporting Person

    5,050,601.00
    10Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

    Checkbox not checked
    11Percent of class represented by amount in row (9)

    6.4 %
    12Type of Reporting Person (See Instructions)

    IA


    SCHEDULE 13G

    Item 1. 
    (a)Name of issuer:

    IDEX Corporation
    (b)Address of issuer's principal executive offices:

    3100 Sanders Rd, Suite 301, Northbrook IL 60062
    Item 2. 
    (a)Name of person filing:

    Wellington Management Group LLP Wellington Group Holdings LLP Wellington Investment Advisors Holdings LLP Wellington Management Company LLP
    (b)Address or principal business office or, if none, residence:

    c/o Wellington Management Company LLP, 280 Congress Street, Boston MA 02210
    (c)Citizenship:

    Wellington Management Group LLP - Massachusetts Wellington Group Holdings LLP - Delaware Wellington Investment Advisors Holdings LLP - Delaware Wellington Management Company LLP - Delaware
    (d)Title of class of securities:

    Common Stock
    (e)CUSIP No.:

    45167R104
    Item 3.If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
    (a)Checkbox not checked   Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
    (b)Checkbox not checked   Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
    (c)Checkbox not checked   Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
    (d)Checkbox not checked   Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
    (e)Checkbox checked   An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
    (f)Checkbox not checked   An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
    (g)Checkbox checked   A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
    (h)Checkbox not checked   A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
    (i)Checkbox not checked   A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
    (j)Checkbox not checked   A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
           please specify the type of institution:
    (k)Checkbox not checked   Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
     
    Item 4.Ownership
    (a)Amount beneficially owned:

    See the responses to Item 9 on the attached cover pages.
    (b)Percent of class:

    6.69  %
    (c)Number of shares as to which the person has:
     (i) Sole power to vote or to direct the vote:

    0

     (ii) Shared power to vote or to direct the vote:

    See the responses to Item 6 on the attached cover pages.

     (iii) Sole power to dispose or to direct the disposition of:

    0

     (iv) Shared power to dispose or to direct the disposition of:

    See the responses to Item 8 on the attached cover pages.

    Item 5.Ownership of 5 Percent or Less of a Class.
     
    Item 6.Ownership of more than 5 Percent on Behalf of Another Person.
     
    If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.


    The securities as to which this Schedule is filed are owned of record by clients of one or more investment advisers identified in Item 7 directly or indirectly owned by Wellington Management Group LLP. Those clients have the right to receive, or the power to direct the receipt of, dividends from, or the proceeds from the sale of, such securities. No such client is known to have such right or power with respect to more than five percent of this class of securities, except as follows: Not Applicable.
    Item 7.Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
     
    If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.


    Pursuant to the instructions in Item 7 of Schedule 13G, the following lists the identity and Item 3 classification of each relevant entity that beneficially owns shares of the security class being reported on this Schedule 13G. Wellington Group Holdings LLP - HC Wellington Investment Advisors LLP - HC Wellington Management Global Holdings, Ltd. - HC One or more of the following investment advisers (the "Wellington Investment Advisers"): Wellington Management Company LLP - IA Wellington Management Canada LLC - IA Wellington Management Singapore Pte Ltd - IA Wellington Management Hong Kong Ltd - IA Wellington Management International Ltd - IA Wellington Management Japan Pte Ltd - IA Wellington Management Australia Pty Ltd - IA The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company of certain holding companies and the Wellington Investment Advisers, are owned of record by clients of the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP controls directly, or indirectly through Wellington Management Global Holdings, Ltd., the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP is owned by Wellington Group Holdings LLP. Wellington Group Holdings LLP is owned by Wellington Management Group LLP.
    Item 8.Identification and Classification of Members of the Group.
     
    Not Applicable
    Item 9.Notice of Dissolution of Group.
     
    Not Applicable

    Item 10.Certifications:
     
    By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

        SIGNATURE 
     
    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

     
    Wellington Management Group LLP
     
    Signature:Taisia Lowe
    Name/Title:Regulatory Analyst
    Date:05/12/2025
     
    Wellington Group Holdings LLP
     
    Signature:Taisia Lowe
    Name/Title:Regulatory Analyst
    Date:05/12/2025
     
    Wellington Investment Advisors Holdings LLP
     
    Signature:Taisia Lowe
    Name/Title:Regulatory Analyst
    Date:05/12/2025
     
    Wellington Management Company LLP
     
    Signature:Taisia Lowe
    Name/Title:Regulatory Analyst
    Date:05/12/2025
    Get the next $IEX alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $IEX

    DatePrice TargetRatingAnalyst
    8/14/2024Buy → Hold
    Argus
    2/8/2024$215.00 → $265.00Hold → Buy
    Stifel
    10/5/2023$200.00Neutral
    Exane BNP Paribas
    7/18/2022$229.00 → $188.00Buy → Hold
    Stifel
    7/14/2022$215.00Perform → Outperform
    Oppenheimer
    3/9/2022Market Perform → Outperform
    Cowen & Co.
    3/9/2022$220.00Market Perform → Outperform
    Cowen
    1/11/2022$230.00Market Perform
    Bernstein
    More analyst ratings

    $IEX
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • IDEX Corporation Declares Regular Quarterly Cash Dividend

      IDEX CORPORATION (NYSE:IEX) today announced that its Board of Directors has approved a regular quarterly cash dividend of $0.71 per common share. This dividend will be paid May 30, 2025 to shareholders of record as of May 19, 2025. This dividend represents the company's 122nd consecutive regular quarterly cash dividend payment. About IDEX IDEX Corporation (NYSE:IEX) designs and builds engineered products and mission-critical components that make everyday life better. IDEX precision components help craft the microchip powering your electronics, treat water so it is safe to drink, and protect communities and the environment from sewer overflows. Our optics enable global broadband satellite

      5/8/25 12:54:00 PM ET
      $IEX
      Fluid Controls
      Industrials
    • IDEX Reports First Quarter Results

      Highlights (All comparisons are against the prior year period unless otherwise noted) Record orders of $872M with records achieved within HST and FSDP segments Orders expanded 6%, 1% organically, representing the fourth consecutive quarter of positive organic performance Sales of $814 million increased 2% and decreased 1% organically Reported diluted EPS of $1.26 and adjusted EPS of $1.75 declined 21% and 7%, respectively Maintaining full year organic sales growth and diluted EPS guidance ranges Full year diluted EPS guidance is supported by an additional $20M of cost containment actions to mitigate potential tariff-related volume pressure IDEX Corporation (NYSE:IEX) today an

      5/1/25 7:00:00 AM ET
      $IEX
      Fluid Controls
      Industrials
    • IDEX Corporation to Webcast First Quarter 2025 Earnings Call

      IDEX Corporation (NYSE:IEX) announced today that it will release its first quarter 2025 results on Thursday, May 1, 2025, prior to market open. An investor conference call and webcast will take place at 8:00 a.m. (CT) that same day with Chief Executive Officer and President Eric Ashleman and Senior Vice President and Chief Financial Officer Abhi Khandelwal. The event and associated earnings presentation will be available via webcast in listen-only mode on the Company's Investor Relations site at https://investors.idexcorp.com/events. To participate via telephone, please dial (877) 709-8150 or (201) 689-8354 and use confirmation code 1374811. Telephone participants are asked to connect five

      4/14/25 4:45:00 PM ET
      $IEX
      Fluid Controls
      Industrials

    $IEX
    SEC Filings

    See more
    • IDEX Corporation filed SEC Form 8-K: Submission of Matters to a Vote of Security Holders, Financial Statements and Exhibits

      8-K - IDEX CORP /DE/ (0000832101) (Filer)

      5/12/25 1:07:05 PM ET
      $IEX
      Fluid Controls
      Industrials
    • Amendment: SEC Form SCHEDULE 13G/A filed by IDEX Corporation

      SCHEDULE 13G/A - IDEX CORP /DE/ (0000832101) (Subject)

      5/12/25 10:44:45 AM ET
      $IEX
      Fluid Controls
      Industrials
    • SEC Form 10-Q filed by IDEX Corporation

      10-Q - IDEX CORP /DE/ (0000832101) (Filer)

      5/1/25 4:34:42 PM ET
      $IEX
      Fluid Controls
      Industrials

    $IEX
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13G/A filed by IDEX Corporation

      SC 13G/A - IDEX CORP /DE/ (0000832101) (Subject)

      10/7/24 1:03:55 PM ET
      $IEX
      Fluid Controls
      Industrials
    • SEC Form SC 13G/A filed by IDEX Corporation (Amendment)

      SC 13G/A - IDEX CORP /DE/ (0000832101) (Subject)

      2/13/24 5:06:23 PM ET
      $IEX
      Fluid Controls
      Industrials
    • SEC Form SC 13G/A filed by IDEX Corporation (Amendment)

      SC 13G/A - IDEX CORP /DE/ (0000832101) (Subject)

      2/12/24 10:07:40 AM ET
      $IEX
      Fluid Controls
      Industrials

    $IEX
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more

    $IEX
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more

    $IEX
    Financials

    Live finance-specific insights

    See more

    $IEX
    Leadership Updates

    Live Leadership Updates

    See more
    • Director Watts Stanfield Paris was granted 895 shares, increasing direct ownership by 36% to 3,390 units (SEC Form 4)

      4 - IDEX CORP /DE/ (0000832101) (Issuer)

      5/12/25 6:06:29 PM ET
      $IEX
      Fluid Controls
      Industrials
    • Director Quiroz Alejandro was granted 895 shares, increasing direct ownership by 38% to 3,225 units (SEC Form 4)

      4 - IDEX CORP /DE/ (0000832101) (Issuer)

      5/12/25 6:05:05 PM ET
      $IEX
      Fluid Controls
      Industrials
    • Director Helmkamp Katrina L was granted 1,165 shares, increasing direct ownership by 12% to 10,700 units (SEC Form 4)

      4 - IDEX CORP /DE/ (0000832101) (Issuer)

      5/12/25 6:02:00 PM ET
      $IEX
      Fluid Controls
      Industrials
    • IDEX Corp downgraded by Argus

      Argus downgraded IDEX Corp from Buy to Hold

      8/14/24 7:53:05 AM ET
      $IEX
      Fluid Controls
      Industrials
    • IDEX Corp upgraded by Stifel with a new price target

      Stifel upgraded IDEX Corp from Hold to Buy and set a new price target of $265.00 from $215.00 previously

      2/8/24 6:32:52 AM ET
      $IEX
      Fluid Controls
      Industrials
    • Exane BNP Paribas initiated coverage on IDEX Corp with a new price target

      Exane BNP Paribas initiated coverage of IDEX Corp with a rating of Neutral and set a new price target of $200.00

      10/5/23 7:37:30 AM ET
      $IEX
      Fluid Controls
      Industrials
    • IDEX Corporation Declares Regular Quarterly Cash Dividend

      IDEX CORPORATION (NYSE:IEX) today announced that its Board of Directors has approved a regular quarterly cash dividend of $0.71 per common share. This dividend will be paid May 30, 2025 to shareholders of record as of May 19, 2025. This dividend represents the company's 122nd consecutive regular quarterly cash dividend payment. About IDEX IDEX Corporation (NYSE:IEX) designs and builds engineered products and mission-critical components that make everyday life better. IDEX precision components help craft the microchip powering your electronics, treat water so it is safe to drink, and protect communities and the environment from sewer overflows. Our optics enable global broadband satellite

      5/8/25 12:54:00 PM ET
      $IEX
      Fluid Controls
      Industrials
    • IDEX Reports First Quarter Results

      Highlights (All comparisons are against the prior year period unless otherwise noted) Record orders of $872M with records achieved within HST and FSDP segments Orders expanded 6%, 1% organically, representing the fourth consecutive quarter of positive organic performance Sales of $814 million increased 2% and decreased 1% organically Reported diluted EPS of $1.26 and adjusted EPS of $1.75 declined 21% and 7%, respectively Maintaining full year organic sales growth and diluted EPS guidance ranges Full year diluted EPS guidance is supported by an additional $20M of cost containment actions to mitigate potential tariff-related volume pressure IDEX Corporation (NYSE:IEX) today an

      5/1/25 7:00:00 AM ET
      $IEX
      Fluid Controls
      Industrials
    • IDEX Corporation to Webcast First Quarter 2025 Earnings Call

      IDEX Corporation (NYSE:IEX) announced today that it will release its first quarter 2025 results on Thursday, May 1, 2025, prior to market open. An investor conference call and webcast will take place at 8:00 a.m. (CT) that same day with Chief Executive Officer and President Eric Ashleman and Senior Vice President and Chief Financial Officer Abhi Khandelwal. The event and associated earnings presentation will be available via webcast in listen-only mode on the Company's Investor Relations site at https://investors.idexcorp.com/events. To participate via telephone, please dial (877) 709-8150 or (201) 689-8354 and use confirmation code 1374811. Telephone participants are asked to connect five

      4/14/25 4:45:00 PM ET
      $IEX
      Fluid Controls
      Industrials
    • IDEX Corporation Appoints Stephanie Disher and Matthijs Glastra to Board of Directors; David Parry and Livingston Satterthwaite to Retire

      IDEX Corporation (NYSE:IEX) today announced the appointment of Stephanie ("Steph") Disher and Matthijs Glastra to the company's Board of Directors. The appointments, effective Friday, February 21, 2025, increase the size of the Board from 10 to 12 directors. Ms. Disher will serve on the Board's Nominating and Corporate Governance Committee, and Mr. Glastra will serve on the Board's Audit Committee. Ms. Disher currently serves as Chief Executive Officer of Atmus Filtration Technologies Inc. (NYSE:ATMU), a leader in filtration and media solutions. She has extensive global leadership experience in finance and operations from her time at Atmus, Cummins Inc. and BP, p.l.c. Mr. Glastra currentl

      2/20/25 5:07:00 PM ET
      $ATMU
      $IEX
      $NOVT
      Auto Parts:O.E.M.
      Consumer Discretionary
      Fluid Controls
      Industrials
    • Amprius Appoints Transportation Industry Veteran Tony Satterthwaite to Board of Directors

      Mr. Satterthwaite Brings Over 30 Years of Global Power Generation Experience to Amprius Technologies Amprius Technologies, Inc. ("Amprius" or the "Company") (NYSE:AMPX), a leader in next-generation lithium-ion batteries with its Silicon Anode Platform, has appointed Livingston "Tony" Satterthwaite as an independent director on its Board of Directors (the "Board"), effective August 13, 2024. Mr. Satterthwaite will also be joining the Board's Compensation Committee. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20240814317462/en/Amprius Appoints Transportation Industry Veteran Tony Satterthwaite to Board of Directors (Photo: Busi

      8/14/24 5:00:00 PM ET
      $AMPX
      $CC
      $IEX
      Industrial Machinery/Components
      Miscellaneous
      Major Chemicals
      Industrials
    • Chemours Names Tony Satterthwaite to Board of Directors

      The Chemours Company ("Chemours") (NYSE:CC), a global chemistry company with leading market positions in Titanium Technologies, Thermal & Specialized Solutions, and Advanced Performance Materials, today announced the appointment of Livingston "Tony" Satterthwaite to its Board of Directors, effective June 12. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20240613653963/en/Tony Satterthwaite named to Chemours' Board of Directors (Photo: Business Wire) "I'm pleased to welcome Tony as the newest member of Chemours' Board of Directors," said Dawn Farrell, Chair of the Board of Chemours. "Tony brings extensive leadership and board expe

      6/13/24 4:30:00 PM ET
      $CC
      $CMI
      $IEX
      Major Chemicals
      Industrials
      Industrial Machinery/Components
      Fluid Controls