MarketPeel
Insider Trading Intelligence
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WG

William K. Grogan

IEX
SVP - CHIEF FINANCIAL OFFICER · IDEX CORP /DE/ · CIK 0001694002
FILING MIX · LIFETIME58%/42%
BUYS
29
SELLS
21
TOTAL VALUE
$21.52M
COMPANIES
3
ACTIVE SINCE
Jan 2020
HOLDINGS NOW
68,022
AVG SELL PX
$166.75
TRADE KIND
SHOWING 50 / 50
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
4 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by William K. Grogan, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d4+75.00%-0.65%-1.41%+0.76%+1.72%—
14d4+25.00%+1.65%+0.94%+0.71%+0.77%—
30d4+50.00%+1.58%-0.16%+1.74%+2.23%—
60d4+25.00%+3.49%+0.96%+2.53%+4.15%—
90d4+25.00%+3.92%+4.35%-0.43%+0.52%—
180d4+50.00%+0.59%+8.70%-8.11%-10.71%—
1y4+75.00%-7.02%+14.04%-21.07%-21.59%—
2y4+75.00%-3.27%+41.72%-44.99%-61.82%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
IEX · 12,340 shares · as of Feb 23, 2023
032,13364,26696,399128,532202120222023SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 29 buys / 21 sellsCOVERAGE · 26 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
CXT
CRANE NXT, CO.
PURCHASEGRANT
Stock grant
6,366——16,172May 21, 2026May 26, 2026 ↗View →
CXT
CRANE NXT, CO.
PURCHASEGRANT
Stock grant
126——16,298May 21, 2026May 26, 2026 ↗View →
XYL
XYLEM INC.
SALE
EVP & Chief Financial Officer
641$126.19$80.9K39,510Mar 5, 2026Mar 6, 2026 ↗View →
XYL
XYLEM INC.
SALE
EVP & Chief Financial Officer
578$128.98$74.6K40,151Mar 2, 2026Mar 3, 2026 ↗View →
XYL
XYLEM INC.
PURCHASEGRANT
Stock grant
18,228$128.98$2.35M18,228Mar 2, 2026Mar 3, 2026 ↗View →
XYL
XYLEM INC.
SALE
EVP & Chief Financial Officer
5,888$128.98$759.4K40,729Mar 2, 2026Mar 3, 2026 ↗View →
XYL
XYLEM INC.
PURCHASEGRANT
Stock grant
5,116——46,617Mar 2, 2026Mar 3, 2026 ↗View →
XYL
XYLEM INC.
PURCHASEGRANT
Stock grant
4,583$128.98$591.1K38,384Mar 1, 2026Mar 3, 2026 ↗View →
XYL
XYLEM INC.
PURCHASEGRANT
Stock grant
3,117$128.98$402.0K41,501Mar 1, 2026Mar 3, 2026 ↗View →
XYL
XYLEM INC.
PURCHASEGRANT
Stock grant
5,551$128.98$716.0K33,801Mar 1, 2026Mar 3, 2026 ↗View →
XYL
XYLEM INC.
SALE
SVP & Chief Financial Officer
4,254$142.18$604.8K28,199Sep 18, 2025Sep 18, 2025 ↗View →
CXT
CRANE NXT, CO.
PURCHASEGRANT
Stock grant
4,498——9,747May 22, 2025May 27, 2025 ↗View →
CXT
CRANE NXT, CO.
PURCHASEGRANT
Stock grant
59——9,806May 22, 2025May 27, 2025 ↗View →
XYL
XYLEM INC.
PURCHASEGRANT
Stock grant
15,223$129.67$1.97M15,223Mar 5, 2025Mar 6, 2025 ↗View →
XYL
XYLEM INC.
PURCHASEGRANT
Stock grant
4,338$129.67$562.5K32,415Mar 5, 2025Mar 6, 2025 ↗View →
XYL
XYLEM INC.
SALE
SVP & Chief Financial Officer
396$129.78$51.4K28,077Mar 1, 2025Mar 4, 2025 ↗View →
XYL
XYLEM INC.
SALE
SVP & Chief Financial Officer
4,253$132.86$565.1K28,457Sep 18, 2024Sep 19, 2024 ↗View →
CXT
CRANE NXT, CO.
PURCHASEGRANT
Stock grant
29——5,249May 23, 2024May 28, 2024 ↗View →
CXT
CRANE NXT, CO.
PURCHASEGRANT
Stock grant
2,377——5,220May 23, 2024May 28, 2024 ↗View →
XYL
XYLEM INC.
PURCHASEGRANT
Stock grant
13,221$127.94$1.69M13,221Mar 1, 2024Mar 5, 2024 ↗View →
XYL
XYLEM INC.
PURCHASEGRANT
Stock grant
3,908$127.94$500.0K32,710Mar 1, 2024Mar 5, 2024 ↗View →
CXT
CRANE NXT, CO.
PURCHASEGRANT
Stock grant
2,843——2,843Apr 20, 2023Apr 24, 2023 ↗View →
IEX
IDEX CORP /DE/
PURCHASEGRANT
Stock grant
12,340——12,340Feb 23, 2023Feb 27, 2023 ↗View →
IEX
IDEX CORP /DE/
PURCHASEGRANT
Stock grant
5,995$231.00$1.38M19,859Feb 18, 2023Feb 22, 2023 ↗View →
IEX
IDEX CORP /DE/
SALE
Chief Financial Officer
2,656$231.00$613.5K17,203Feb 18, 2023Feb 22, 2023 ↗View →
IEX
IDEX CORP /DE/
SALE
SVP, Chief Financial Officer
1,383——0Feb 9, 2023Feb 13, 2023 ↗View →
IEX
IDEX CORP /DE/
SALE
SVP, Chief Financial Officer
3,181$226.36$720.1K13,864Feb 9, 2023Feb 13, 2023 ↗View →
IEX
IDEX CORP /DE/
SALE
SVP, Chief Financial Officer
1,798——0Feb 9, 2023Feb 13, 2023 ↗View →
IEX
IDEX CORP /DE/
PURCHASE
SVP, Chief Financial Officer
1,383$67.49$93.3K17,045Feb 9, 2023Feb 13, 2023 ↗View →
IEX
IDEX CORP /DE/
PURCHASE
SVP, Chief Financial Officer
1,798$72.73$130.8K15,662Feb 9, 2023Feb 13, 2023 ↗View →
IEX
IDEX CORP /DE/
SALE
SVP, Chief Financial Officer
843——0Oct 28, 2022Oct 31, 2022 ↗View →
IEX
IDEX CORP /DE/
SALE
SVP, Chief Financial Officer
843$50.45$42.5K13,864Oct 28, 2022Oct 31, 2022 ↗View →
IEX
IDEX CORP /DE/
PURCHASE
SVP, Chief Financial Officer
843$221.74$186.9K14,707Oct 28, 2022Oct 31, 2022 ↗View →
IEX
IDEX CORP /DE/
SALE
SVP, Chief Financial Officer
843——0Oct 28, 2022Nov 1, 2022 ↗View →
IEX
IDEX CORP /DE/
PURCHASE
SVP, Chief Financial Officer
843$221.74$186.9K128,532Oct 28, 2022Oct 31, 2022 ↗View →
IEX
IDEX CORP /DE/
SALE
SVP, Chief Financial Officer
843——0Oct 28, 2022Oct 31, 2022 ↗View →
IEX
IDEX CORP /DE/
SALE
SVP, Chief Financial Officer
843$50.45$42.5K127,689Oct 28, 2022Oct 31, 2022 ↗View →
IEX
IDEX CORP /DE/
SALE
SVP, Chief Financial Officer
843$221.74$186.9K13,864Oct 28, 2022Nov 1, 2022 ↗View →
IEX
IDEX CORP /DE/
PURCHASE
SVP, Chief Financial Officer
843$50.45$42.5K14,707Oct 28, 2022Nov 1, 2022 ↗View →
IEX
IDEX CORP /DE/
PURCHASEGRANT
Stock grant
16,250——127,689Feb 24, 2022Feb 28, 2022 ↗View →
IEX
IDEX CORP /DE/
PURCHASEGRANT
Stock grant
5,585$191.27$1.07M16,359Feb 16, 2022Feb 18, 2022 ↗View →
IEX
IDEX CORP /DE/
SALE
Chief Financial Officer
2,495$191.27$477.2K13,864Feb 16, 2022Feb 18, 2022 ↗View →
IEX
IDEX CORP /DE/
PURCHASEGRANT
Stock grant
17,500——111,439Feb 25, 2021Mar 1, 2021 ↗View →
IEX
IDEX CORP /DE/
PURCHASEGRANT
Stock grant
7,287$198.00$1.44M14,021Feb 12, 2021Feb 17, 2021 ↗View →
IEX
IDEX CORP /DE/
SALE
SVP - Chief Financial Officer
3,247$198.00$642.9K10,774Feb 12, 2021Feb 17, 2021 ↗View →
IEX
IDEX CORP /DE/
SALE
SVP - Chief Financial Officer
4,000$199.69$798.8K6,734Feb 10, 2021Feb 12, 2021 ↗View →
IEX
IDEX CORP /DE/
PURCHASEGRANT
Stock grant
17,480——93,939Feb 21, 2020Feb 25, 2020 ↗View →
IEX
IDEX CORP /DE/
PURCHASEGRANT
Stock grant
9,100$171.19$1.56M14,786Feb 7, 2020Feb 11, 2020 ↗View →
IEX
IDEX CORP /DE/
SALE
SVP - Chief Financial Officer
4,052$171.19$693.7K10,734Feb 7, 2020Feb 11, 2020 ↗View →
IEX
IDEX CORP /DE/
SALE
SVP - Chief Financial Officer
1,640$173.30$284.2K5,686Jan 3, 2020Jan 6, 2020 ↗View →
Other insiders · IEX
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About this filer
CIK 0001694002
ROLE
SVP - Chief Financial Officer
PRIMARY
IEX
COMPANIES
3
ACTIVE SINCE
Jan 2020
MARKETPEEL · /INSIDER/0001694002DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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The morning brief, before the bell.

One short email. Insider buys, congressional trades, and plain-English analysis.

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