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Vanguard disaggregates holdings after realignment — IDEX Corp (IEX) shows 0% owned

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

IDEX Corp Schedule 13G/A: The Vanguard Group states it beneficially owns 0 shares of IDEX Corp common stock and reports 0% ownership. The filing explains an internal realignment effective January 12, 2026 that caused certain Vanguard subsidiaries/divisions to report separately under SEC Release No. 34-39538. The filing is signed by Ashley Grim on 03/27/2026.

Positive

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Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. In accordance with SEC Release No. 34-39538 (January 12, 1998), certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that formerly had, or were deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release. These subsidiaries and/or business divisions pursue the same investment strategies as previously pursued by The Vanguard Group, Inc. prior to the realignment. Further in accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over securities beneficially owned by such subsidiaries and/or business divisions.


SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:03/27/2026

FAQ

What does The Vanguard Group report for IDEX Corp (IEX) ownership?

The Vanguard Group reports it beneficially owns 0 shares (0%) of IDEX Corp. The Schedule 13G/A states the filer has no sole or shared voting or dispositive power over any IDEX shares, with amounts reported as zero in each voting and disposition category.

Why does Vanguard report 0% ownership of IEX in this amendment?

Because of an internal realignment on January 12, 2026. The filing says certain Vanguard subsidiaries or business divisions now report separately in reliance on SEC Release No. 34-39538, and Vanguard no longer is deemed to beneficially own securities held by those units.

When was the Schedule 13G/A for IEX signed and filed by Vanguard?

The filing is signed by Ashley Grim on 03/27/2026. The document header shows a date of 03/13/2026 and the signature block records the execution date of 03/27/2026, as presented in the excerpt.

Does the filing identify any other person with more than 5% of IEX shares?

No other person is identified as owning more than 5%. The Schedule 13G/A states that no one else's interest in the securities reported is more than 5%, and Vanguard notes managed accounts and registered investment companies in its statement.

Who signed the Schedule 13G/A amendment for Vanguard regarding IEX?

The filing is signed by Ashley Grim, Head of Global Fund Administration. Her name and title appear in the signature block accompanying the Schedule 13G/A amendment dated in the excerpt.
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