Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMETEK INC/AME · Entity 3025 | Director | March 18, 2026 | March 18, 2026 |
| DONALDSON Co INCDCI · Entity 8785 | Director · Chairman, President and CEO | September 24, 2026 | September 28, 2026 |
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.
AMETEK INC/
Report date March 18, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,480 |
Reported balance
After 2026-03-18 transaction · row 1
1 source rowRow 1 · 2026-03-18 · Grant · Acquired 950 · Balance 10,480 F1: Constitutes restricted stock issued under the AMETEK, Inc. 2020 Omnibus Incentive Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Constitutes restricted stock issued under the AMETEK, Inc. 2020 Omnibus Incentive Compensation Plan.
DONALDSON Co INC
Report date September 24, 2026 · Filed September 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 318,069 |
Ending reported balance
After 2026-09-24 transaction · row 4
2 source rows · reconciled sequenceRow 3 · 2026-09-24 · Grant · Acquired 38,131 · Balance 336,830 Row 4 · 2026-09-24 · Tax withholding · Disposed 18,761 · Balance 318,069 |
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan Trust. | 11,303 |
Reported balance
Holding disclosure · report date 2026-09-24 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 11,303 |
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan Trust | 11,978 |
Reported balance
Holding disclosure · report date 2026-09-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 11,978 |
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 |
|---|---|---|---|---|---|---|
| December 01, 2022 Filed Dec 5, 2022 19:34 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 24,500 | $33.58 | $822,710.00 |
DisclosureSEC source: 0000029644-22-000143 · wf-form4_167026885374351.xml · nonDerivative · entry 3 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,400 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, 2022 Filed Sep 26, 2022 18:19 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 148,400 | $0.00 Strike: $50.89 | $0.00 |
DisclosureSEC source: 0000029644-22-000093 · wf-form4_166421633136222.xml · derivative · entry 6 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,400 Underlying: Common Stock · 148,400 shares Expires 2032-09-22 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on September 22, 2023. Read SEC document |
| September 22, 2022 Filed Sep 26, 2022 18:19 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 12,690 | $50.89 | $645,794.10 |
DisclosureSEC source: 0000029644-22-000093 · wf-form4_166421633136222.xml · nonDerivative · entry 5 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,900 Read SEC document |
| September 22, 2022 Filed Sep 26, 2022 18:19 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 25,791 | $0.00 | $0.00 |
DisclosureSEC source: 0000029644-22-000093 · wf-form4_166421633136222.xml · nonDerivative · entry 4 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,590 Read SEC document |
| March 21, 2022 Filed Mar 21, 2022 20:51 UTC | AMETEK INC/ AME · Entity 3025 | GrantCommon Stock | 1,280 | $134.69 | $172,403.20 |
DisclosureSEC source: 0001127602-22-010032 · form4.xml · nonDerivative · entry 1 Carpenter Tod E. · CIK 0001441791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,260 F1 · kind: Constitutes restricted stock issued under the AMETEK, Inc. 2020 Omnibus Incentive Compensation Plan. Read SEC document |
| September 23, 2021 Filed Sep 27, 2021 18:47 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 144,000 | $0.00 Strike: $59.40 | $0.00 |
DisclosureSEC source: 0001615216-21-000028 · edgar.xml · derivative · entry 4 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,000 Underlying: Common Stock · 144,000 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 |
| March 15, 2021 Filed Mar 16, 2021 20:31 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 21,398 | $0.00 Strike: $34.88 | $0.00 |
DisclosureSEC source: 0001615216-21-000014 · edgar.xml · derivative · entry 5 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,398 shares Expires 2021-12-09 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: Fully vested Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 20:31 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 21,398 | $61.45 | $1,314,907.10 |
DisclosureSEC source: 0001615216-21-000014 · edgar.xml · nonDerivative · entry 4 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,799 F1 · price: Reflects the weighted average price of 21,398 shares of common stock of Donaldson Company, Inc. sold by the reporting person in multiple transactions on March 15, 2021 with sale prices ranging from $61.25 to $61.61 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 |
| March 15, 2021 Filed Mar 16, 2021 20:31 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 21,398 | $34.88 | $746,362.24 |
DisclosureSEC source: 0001615216-21-000014 · edgar.xml · nonDerivative · entry 3 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,179 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 |
| March 12, 2021 Filed Mar 15, 2021 18:33 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 500 | $0.00 Strike: $34.88 | $0.00 |
DisclosureSEC source: 0001615216-21-000013 · edgar.xml · derivative · entry 5 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,398 Underlying: Common Stock · 500 shares Expires 2021-12-09 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: Fully vested Read SEC document |
| March 12, 2021 Filed Mar 15, 2021 18:33 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 500 | $61.51 | $30,755.00 |
DisclosureSEC source: 0001615216-21-000013 · edgar.xml · nonDerivative · entry 4 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,799 F1 · price: Reflects the weighted average price of 500 shares of common stock of Donaldson Company, Inc. sold by the reporting person in multiple transactions on March 12, 2021 with sale prices ranging from $61.51 to $61.52 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 |
| March 12, 2021 Filed Mar 15, 2021 18:33 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 500 | $34.88 | $17,440.00 |
DisclosureSEC source: 0001615216-21-000013 · edgar.xml · nonDerivative · entry 3 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,299 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 |
| March 11, 2021 Filed Mar 12, 2021 20:00 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,102 | $0.00 Strike: $34.88 | $0.00 |
DisclosureSEC source: 0001615216-21-000012 · edgar.xml · derivative · entry 5 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,898 Underlying: Common Stock · 2,102 shares Expires 2021-12-09 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: Fully vested Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 20:00 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 2,102 | $61.59 | $129,462.18 |
DisclosureSEC source: 0001615216-21-000012 · edgar.xml · nonDerivative · entry 4 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,799 F1 · price: Reflects the weighted average price of 2,102 shares of common stock of Donaldson Company, Inc. sold by the reporting person in multiple transactions on March 11, 2021 with sale prices ranging from $61.51 to $61.71 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 |
| March 11, 2021 Filed Mar 12, 2021 20:00 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 2,102 | $34.88 | $73,317.76 |
DisclosureSEC source: 0001615216-21-000012 · edgar.xml · nonDerivative · entry 3 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,901 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 |
| March 11, 2021 Filed Mar 12, 2021 23:07 UTC | AMETEK INC/ AME · Entity 3025 | GrantCommon Stock | 1,280 | $121.91 | $156,044.80 |
DisclosureSEC source: 0001127602-21-010469 · form4.xml · nonDerivative · entry 1 Carpenter Tod E. · CIK 0001441791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,980 F1 · kind: Constitutes restricted stock issued under the AMETEK, Inc. 2020 Omnibus Incentive Compensation Plan. Read SEC document |
| October 06, 2020 Filed Oct 8, 2020 15:06 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $29.07 | $0.00 |
DisclosureSEC source: 0001615216-20-000023 · edgar.xml · derivative · entry 5 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 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: Fully vested Read SEC document |
| October 06, 2020 Filed Oct 8, 2020 15:06 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 11,770 | $50.46 | $593,914.20 |
DisclosureSEC source: 0001615216-20-000023 · edgar.xml · nonDerivative · entry 4 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,799 Read SEC document |
| October 06, 2020 Filed Oct 8, 2020 15:06 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 15,000 | $29.07 | $436,050.00 |
DisclosureSEC source: 0001615216-20-000023 · edgar.xml · nonDerivative · entry 3 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,569 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 22:12 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 187,000 | $0.00 Strike: $46.06 | $0.00 |
DisclosureSEC source: 0001179110-20-010000 · edgar.xml · derivative · entry 5 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,000 Underlying: Common Stock · 187,000 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 22:12 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 20,626 | $46.06 | $950,033.56 |
DisclosureSEC source: 0001179110-20-010000 · edgar.xml · nonDerivative · entry 4 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,569 Read SEC document |
| September 24, 2020 Filed Sep 28, 2020 22:12 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 41,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-010000 · edgar.xml · nonDerivative · entry 3 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,195 Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 15:16 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 10,000 | $51.36 | $513,600.00 |
DisclosureSEC source: 0001615216-20-000018 · edgar.xml · nonDerivative · entry 3 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,273 Read SEC document |
| March 20, 2020 Filed Mar 20, 2020 23:21 UTC Amendment | AMETEK INC/ AME · Entity 3025 | GrantCommon Stock | 2,130 | $63.37 | $134,978.10 |
DisclosureSEC source: 0001127602-20-011686 · form4a.xml · nonDerivative · entry 1 Carpenter Tod E. · CIK 0001441791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,700 F1 · kind: Constitutes restricted stock issued under the AMETEK, Inc. 2011 Omnibus Incentive Compensation Plan. F2 · price: On March 20, 2020, due to a clerical error, the reporting person filed a Form 4 with an incorrect price. This Form 4 amends the originally filed Form 4 to provide the correct price. Read SEC document |
| March 20, 2020 Filed Mar 20, 2020 20:26 UTC | AMETEK INC/ AME · Entity 3025 | GrantCommon Stock | 2,130 | $72.95 | $155,385.63 |
DisclosureSEC source: 0001127602-20-011631 · form4.xml · nonDerivative · entry 1 Carpenter Tod E. · CIK 0001441791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,700 F1 · kind: Constitutes restricted stock issued under the AMETEK, Inc. 2011 Omnibus Incentive Compensation Plan. Read SEC document |
| October 16, 2019 Filed Oct 17, 2019 18:31 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 174.636 | $51.54 | $9,000.74 |
DisclosureSEC source: 0001615216-19-000064 · edgar.xml · nonDerivative · entry 2 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 10,751 Read SEC document |
| September 26, 2019 Filed Sep 30, 2019 15:33 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 178,600 | $0.00 Strike: $51.61 | $0.00 |
DisclosureSEC source: 0001615216-19-000053 · edgar.xml · derivative · entry 5 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,600 Underlying: Common Stock · 178,600 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 15:33 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 47,745 | $51.61 | $2,464,119.45 |
DisclosureSEC source: 0001615216-19-000053 · edgar.xml · nonDerivative · entry 4 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,253 Read SEC document |
| September 26, 2019 Filed Sep 30, 2019 15:33 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 110,955 | $0.00 | $0.00 |
DisclosureSEC source: 0001615216-19-000053 · edgar.xml · nonDerivative · entry 3 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,998 Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 20:47 UTC | AMETEK INC/ AME · Entity 3025 | GrantCommon Stock | 1,570 | $88.32 | $138,662.40 |
DisclosureSEC source: 0001127602-19-025887 · form4.xml · nonDerivative · entry 1 Carpenter Tod E. · CIK 0001441791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,570 F1 · shares: Constitutes restricted stock issued under the AMETEK, Inc. 2011 Omnibus Incentive Compensation Plan. Read SEC document |
| July 23, 2019 Filed Jul 24, 2019 19:51 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 151.495 | $49.51 | $7,500.52 |
DisclosureSEC source: 0001615216-19-000045 · edgar.xml · nonDerivative · entry 2 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 10,530 Read SEC document |
| March 29, 2019 Filed Apr 1, 2019 19:54 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 4,000 | $50.02 | $200,080.00 |
DisclosureSEC source: 0001615216-19-000029 · edgar.xml · nonDerivative · entry 3 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,037 Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 20:08 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 1,396.926 | $48.95 | $68,379.53 |
DisclosureSEC source: 0001615216-19-000018 · edgar.xml · nonDerivative · entry 1 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 10,303 Read SEC document |
| December 27, 2018 Filed Dec 28, 2018 16:50 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 35.861 | $41.83 | $1,500.07 |
DisclosureSEC source: 0001615216-18-000121 · edgar.xml · nonDerivative · entry 1 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 8,906 Read SEC document |
| December 17, 2018 Filed Dec 18, 2018 17:07 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 32.272 | $46.48 | $1,500.00 |
DisclosureSEC source: 0001615216-18-000117 · edgar.xml · nonDerivative · entry 1 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 8,832 Read SEC document |
| November 27, 2018 Filed Nov 29, 2018 16:35 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 27.831 | $53.90 | $1,500.09 |
DisclosureSEC source: 0001615216-18-000111 · edgar.xml · nonDerivative · entry 1 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 8,799 Read SEC document |
| November 13, 2018 Filed Nov 14, 2018 17:13 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 27.559 | $54.43 | $1,500.04 |
DisclosureSEC source: 0001615216-18-000107 · edgar.xml · nonDerivative · entry 1 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 8,772 Read SEC document |
| October 30, 2018 Filed Oct 31, 2018 20:05 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 29.572 | $50.72 | $1,499.89 |
DisclosureSEC source: 0001615216-18-000103 · edgar.xml · nonDerivative · entry 1 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 8,744 Read SEC document |
| October 16, 2018 Filed Oct 18, 2018 12:56 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 28.081 | $53.42 | $1,500.09 |
DisclosureSEC source: 0001615216-18-000098 · edgar.xml · nonDerivative · entry 1 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 8,714 Read SEC document |
| October 09, 2018 Filed Oct 10, 2018 19:26 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 1,127.569 | $56.71 | $63,944.44 |
DisclosureSEC source: 0001615216-18-000093 · edgar.xml · nonDerivative · entry 1 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 8,686 Read SEC document |
| October 02, 2018 Filed Oct 4, 2018 16:28 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 25.173 | $58.06 | $1,461.54 |
DisclosureSEC source: 0001615216-18-000089 · edgar.xml · nonDerivative · entry 1 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 7,559 Read SEC document |
| September 21, 2018 Filed Sep 25, 2018 18:48 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 152,000 | $0.00 Strike: $59.18 | $0.00 |
DisclosureSEC source: 0001615216-18-000087 · edgar.xml · derivative · entry 5 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,000 Underlying: Common Stock · 152,000 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 18:48 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 14,899 | $59.18 | $881,722.82 |
DisclosureSEC source: 0001615216-18-000087 · edgar.xml · nonDerivative · entry 4 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,025 Read SEC document |
| September 21, 2018 Filed Sep 25, 2018 18:48 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 32,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001615216-18-000087 · edgar.xml · nonDerivative · entry 3 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,924 Read SEC document |
| September 18, 2018 Filed Sep 19, 2018 20:09 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 24.968 | $58.54 | $1,461.63 |
DisclosureSEC source: 0001615216-18-000075 · edgar.xml · nonDerivative · entry 1 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 7,534 Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 14:33 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 11,065 | $0.00 Strike: $59.04 | $0.00 |
DisclosureSEC source: 0001615216-18-000072 · edgar.xml · derivative · entry 10 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,065 Underlying: Common Stock · 11,065 shares Expires 2019-12-11 Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 14:33 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 18,000 | $0.00 Strike: $21.20 | $0.00 |
DisclosureSEC source: 0001615216-18-000072 · edgar.xml · derivative · entry 9 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,000 shares Expires 2019-12-11 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 11, 2009. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 14:33 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 8,960 | $0.00 Strike: $59.04 | $0.00 |
DisclosureSEC source: 0001615216-18-000072 · edgar.xml · derivative · entry 8 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,960 Underlying: Common Stock · 8,960 shares Expires 2018-12-09 Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 14:33 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 17,600 | $0.00 Strike: $17.28 | $0.00 |
DisclosureSEC source: 0001615216-18-000072 · edgar.xml · derivative · entry 7 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,600 shares Expires 2018-12-09 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 9, 2008. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 14:33 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 11,065 | $59.04 | $653,277.60 |
DisclosureSEC source: 0001615216-18-000072 · edgar.xml · nonDerivative · entry 6 Carpenter Tod E. · CIK 0001441791 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,251 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.