Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DONALDSON Co INCDCI · Entity 8785 | Vice President | September 29, 2022 | October 03, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
DONALDSON Co INC
Report date September 29, 2022 · Filed October 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,669 |
Ending reported balance
After 2022-09-30 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2022-09-29 · Sale · Disposed 10,000 · Balance 24,669 Row 2 · 2022-09-30 · Sale · Disposed 10,000 · Balance 14,669 Row 3 · 2022-09-30 · Sale · Disposed 10,000 · Balance 4,669 F1: Reflects the weighted average price of 10,000 shares of common stock of Donaldson Company, Inc. sold by the reporting person in multiple transactions on September 30, 2022, with sale prices ranging from $50.00 to $50.10 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the weighted average price of 10,000 shares of common stock of Donaldson Company, Inc. sold by the reporting person in multiple transactions on September 30, 2022, with sale prices ranging from $50.00 to $50.10 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 30, 2022 Filed Oct 3, 2022 21:23 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 10,000 | $50.02 | $500,200.00 |
DisclosureSEC source: 0000029644-22-000109 · wf-form4_166483217157055.xml · nonDerivative · entry 3 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,669 F1 · price: Reflects the weighted average price of 10,000 shares of common stock of Donaldson Company, Inc. sold by the reporting person in multiple transactions on September 30, 2022, with sale prices ranging from $50.00 to $50.10 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 21:23 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 10,000 | $50.00 | $500,000.00 |
DisclosureSEC source: 0000029644-22-000109 · wf-form4_166483217157055.xml · nonDerivative · entry 2 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,669 Read SEC document |
| September 29, 2022 Filed Oct 3, 2022 21:23 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 10,000 | $49.35 | $493,500.00 |
DisclosureSEC source: 0000029644-22-000109 · wf-form4_166483217157055.xml · nonDerivative · entry 1 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,669 Read SEC document |
| September 22, 2022 Filed Sep 26, 2022 18:32 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 988 | $50.89 | $50,279.32 |
DisclosureSEC source: 0000029644-22-000107 · wf-form4_166421711612355.xml · nonDerivative · entry 2 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,669 Read SEC document |
| September 22, 2022 Filed Sep 26, 2022 18:32 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 1,658 | $0.00 | $0.00 |
DisclosureSEC source: 0000029644-22-000107 · wf-form4_166421711612355.xml · nonDerivative · entry 1 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,657 Read SEC document |
| September 23, 2021 Filed Sep 27, 2021 18:55 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 9,700 | $0.00 Strike: $59.40 | $0.00 |
DisclosureSEC source: 0001615216-21-000036 · edgar.xml · derivative · entry 2 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,700 Underlying: Common Stock · 9,700 shares Expires 2031-09-23 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on September 23, 2022. Read SEC document |
| July 14, 2021 Filed Jul 15, 2021 22:18 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 14,000 | $0.00 Strike: $33.58 | $0.00 |
DisclosureSEC source: 0001615216-21-000027 · edgar.xml · derivative · entry 3 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,000 shares Expires 2022-12-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Fully vested Read SEC document |
| July 14, 2021 Filed Jul 15, 2021 22:18 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 7,145 | $65.80 | $470,141.00 |
DisclosureSEC source: 0001615216-21-000027 · edgar.xml · nonDerivative · entry 2 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,999 Read SEC document |
| July 14, 2021 Filed Jul 15, 2021 22:18 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 14,000 | $33.58 | $470,120.00 |
DisclosureSEC source: 0001615216-21-000027 · edgar.xml · nonDerivative · entry 1 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,144 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 24, 2020 Filed Sep 28, 2020 21:45 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 11,800 | $0.00 Strike: $46.06 | $0.00 |
DisclosureSEC source: 0001179110-20-009994 · edgar.xml · derivative · entry 3 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,800 Underlying: Common Stock · 11,800 shares Expires 2030-09-24 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on September 24, 2021. Read SEC document |
| September 24, 2020 Filed Sep 28, 2020 21:45 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 1,591 | $46.06 | $73,281.46 |
DisclosureSEC source: 0001179110-20-009994 · edgar.xml · nonDerivative · entry 2 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,138 Read SEC document |
| September 24, 2020 Filed Sep 28, 2020 21:45 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 2,669 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-009994 · edgar.xml · nonDerivative · entry 1 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,729 Read SEC document |
| September 26, 2019 Filed Sep 30, 2019 15:37 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 11,300 | $0.00 Strike: $51.61 | $0.00 |
DisclosureSEC source: 0001615216-19-000060 · edgar.xml · derivative · entry 3 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,300 Underlying: Common Stock · 11,300 shares Expires 2029-09-26 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on September 26, 2020. Read SEC document |
| September 26, 2019 Filed Sep 30, 2019 15:37 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 2,673 | $51.61 | $137,953.53 |
DisclosureSEC source: 0001615216-19-000060 · edgar.xml · nonDerivative · entry 2 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,060 Read SEC document |
| September 26, 2019 Filed Sep 30, 2019 15:37 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 4,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001615216-19-000060 · edgar.xml · nonDerivative · entry 1 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,732 Read SEC document |
| September 21, 2018 Filed Sep 25, 2018 18:41 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 9,900 | $0.00 Strike: $59.18 | $0.00 |
DisclosureSEC source: 0001615216-18-000086 · edgar.xml · derivative · entry 3 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,900 Underlying: Common Stock · 9,900 shares Expires 2028-09-21 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on September 21, 2019. Read SEC document |
| September 21, 2018 Filed Sep 25, 2018 18:41 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 638 | $59.18 | $37,756.84 |
DisclosureSEC source: 0001615216-18-000086 · edgar.xml · nonDerivative · entry 2 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,247 Read SEC document |
| September 21, 2018 Filed Sep 25, 2018 18:41 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 1,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001615216-18-000086 · edgar.xml · nonDerivative · entry 1 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,885 Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 20:28 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmplyee Stock Option (right to buy) · Derivative | 16,000 | $0.00 Strike: $34.88 | $0.00 |
DisclosureSEC source: 0001615216-18-000073 · edgar.xml · derivative · entry 6 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,000 shares Expires 2021-12-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The option vests in three equal annual installments beginning on December 9, 2011. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 20:28 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmplyee Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $29.07 | $0.00 |
DisclosureSEC source: 0001615216-18-000073 · edgar.xml · derivative · entry 5 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2020-12-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on December 10, 2010. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 20:28 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 9,453 | $59.04 | $558,105.12 |
DisclosureSEC source: 0001615216-18-000073 · edgar.xml · nonDerivative · entry 4 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,815 Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 20:28 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 16,000 | $34.88 | $558,080.00 |
DisclosureSEC source: 0001615216-18-000073 · edgar.xml · nonDerivative · entry 3 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,268 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 20:28 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 1,231 | $59.04 | $72,678.24 |
DisclosureSEC source: 0001615216-18-000073 · edgar.xml · nonDerivative · entry 2 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,268 Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 20:28 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 2,500 | $29.07 | $72,675.00 |
DisclosureSEC source: 0001615216-18-000073 · edgar.xml · nonDerivative · entry 1 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,499 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 12, 2018 Filed Sep 13, 2018 20:29 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmplyee Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $57.05 | $0.00 |
DisclosureSEC source: 0001615216-18-000069 · edgar.xml · derivative · entry 3 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2020-01-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 14, 2010. Read SEC document |
| September 12, 2018 Filed Sep 13, 2018 20:29 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 1,112 | $57.05 | $63,439.60 |
DisclosureSEC source: 0001615216-18-000069 · edgar.xml · nonDerivative · entry 2 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,999 Read SEC document |
| September 12, 2018 Filed Sep 13, 2018 20:29 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 3,000 | $21.14 | $63,420.00 |
DisclosureSEC source: 0001615216-18-000069 · edgar.xml · nonDerivative · entry 1 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,111 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 22, 2017 Filed Sep 26, 2017 18:00 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmplyee Stock Option (right to buy) · Derivative | 9,700 | $0.00 Strike: $45.43 | $0.00 |
DisclosureSEC source: 0001615216-17-000043 · edgar.xml · derivative · entry 2 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,700 Underlying: Common Stock · 9,700 shares Expires 2027-09-22 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on September 22, 2018. Read SEC document |
| September 22, 2017 Filed Sep 26, 2017 18:00 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 509 | $45.43 | $23,123.87 |
DisclosureSEC source: 0001615216-17-000043 · edgar.xml · nonDerivative · entry 1 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,111 Read SEC document |
| June 15, 2017 Filed Jun 16, 2017 18:25 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $15.87 | $0.00 |
DisclosureSEC source: 0001615216-17-000022 · edgar.xml · derivative · entry 6 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2019-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 15, 2017 Filed Jun 16, 2017 18:25 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $19.83 | $0.00 |
DisclosureSEC source: 0001615216-17-000022 · edgar.xml · derivative · entry 5 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2018-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 15, 2017 Filed Jun 16, 2017 18:25 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 339 | $46.69 | $15,827.91 |
DisclosureSEC source: 0001615216-17-000022 · edgar.xml · nonDerivative · entry 4 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,602 Read SEC document |
| June 15, 2017 Filed Jun 16, 2017 18:25 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 1,000 | $15.87 | $15,870.00 |
DisclosureSEC source: 0001615216-17-000022 · edgar.xml · nonDerivative · entry 3 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,941 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 15, 2017 Filed Jun 16, 2017 18:25 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 849 | $46.69 | $39,639.81 |
DisclosureSEC source: 0001615216-17-000022 · edgar.xml · nonDerivative · entry 2 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,941 Read SEC document |
| June 15, 2017 Filed Jun 16, 2017 18:25 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 2,000 | $19.83 | $39,660.00 |
DisclosureSEC source: 0001615216-17-000022 · edgar.xml · nonDerivative · entry 1 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,790 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 16, 2016 Filed Dec 20, 2016 16:20 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 14,500 | $0.00 Strike: $42.72 | $0.00 |
DisclosureSEC source: 0001615216-16-000226 · edgar.xml · derivative · entry 2 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,500 Underlying: Common Stock · 14,500 shares Expires 2026-12-16 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on December 16, 2017. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 21:20 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 541 | $37.39 | $20,227.99 |
DisclosureSEC source: 0001615216-16-000197 · edgar.xml · nonDerivative · entry 1 Vermeersch Wim · CIK 0001538651 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,790 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.