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 |
|---|---|---|---|---|---|---|
| October 12, 2016 Filed Oct 13, 2016 20:04 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 116.785 | $36.42 | $4,253.31 |
DisclosureSEC source: 0001615216-16-000201 · edgar.xml · nonDerivative · entry 1 Carpenter Tod E. · CIK 0001441791 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 3,583 Read SEC document |
| October 04, 2016 Filed Oct 6, 2016 15:34 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 32.801 | $36.35 | $1,192.32 |
DisclosureSEC source: 0001615216-16-000199 · edgar.xml · nonDerivative · entry 1 Carpenter Tod E. · CIK 0001441791 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 3,466 Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 21:19 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 387 | $37.39 | $14,469.93 |
DisclosureSEC source: 0001615216-16-000196 · edgar.xml · nonDerivative · entry 4 Carpenter Tod E. · CIK 0001441791 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,720 Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 21:19 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 1,149 | $37.39 | $42,961.11 |
DisclosureSEC source: 0001615216-16-000196 · edgar.xml · nonDerivative · entry 3 Carpenter Tod E. · CIK 0001441791 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,107 Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 18:32 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 32.347 | $36.86 | $1,192.31 |
DisclosureSEC source: 0001615216-16-000193 · edgar.xml · nonDerivative · entry 1 Carpenter Tod E. · CIK 0001441791 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 3,433 Read SEC document |
| September 07, 2016 Filed Sep 8, 2016 13:52 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 31.923 | $37.35 | $1,192.32 |
DisclosureSEC source: 0001615216-16-000188 · edgar.xml · nonDerivative · entry 1 Carpenter Tod E. · CIK 0001441791 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 3,401 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.