Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DONALDSON Co INCDCI · Entity 8785 | Chief Financial Officer | October 01, 2026 | October 05, 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.
DONALDSON Co INC
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $87.76 · Expires 2036-10-01 | Direct | 24,100 |
Reported balance
After 2026-10-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-10-01 · Grant · Acquired 24,100 · Balance 24,100 F1: The option vests in three equal annual installments beginning on October 1, 2027. |
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan Trust. | 48 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 48 |
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan Trust | 893 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 893 |
| Common StockSEC Table I · non-derivative | Direct | 1,305 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,305 |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests in three equal annual installments beginning on October 1, 2027.
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 01, 2026 Filed Oct 5, 2026 15:39 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 24,100 | $0.00 Strike: $87.76 | $0.00 |
DisclosureSEC source: 0000029644-26-000106 · wk-form4_1791214782.xml · derivative · entry 4 Pogalz Bradley J. · CIK 0002043881 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,100 Underlying: Common Stock · 24,100 shares Expires 2036-10-01 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on October 1, 2027. Read SEC document |
| August 27, 2026 Filed Aug 28, 2026 14:57 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $42.72 | $0.00 |
DisclosureSEC source: 0000029644-26-000073 · wk-form4_1787929019.xml · derivative · entry 5 Pogalz Bradley J. · CIK 0002043881 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2026-12-16 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 |
| August 27, 2026 Filed Aug 28, 2026 14:57 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 2,129 | $91.84 | $195,527.36 |
DisclosureSEC source: 0000029644-26-000073 · wk-form4_1787929019.xml · nonDerivative · entry 4 Pogalz Bradley J. · CIK 0002043881 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,305 Read SEC document |
| August 27, 2026 Filed Aug 28, 2026 14:57 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 3,000 | $42.72 | $128,160.00 |
DisclosureSEC source: 0000029644-26-000073 · wk-form4_1787929019.xml · nonDerivative · entry 3 Pogalz Bradley J. · CIK 0002043881 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,434 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 09, 2025 Filed Dec 10, 2025 22:04 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $28.00 | $0.00 |
DisclosureSEC source: 0000029644-25-000151 · wk-form4_1765404242.xml · derivative · entry 5 Pogalz Bradley J. · CIK 0002043881 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2025-12-17 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 |
| December 09, 2025 Filed Dec 10, 2025 22:04 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 566 | $91.57 | $51,828.62 |
DisclosureSEC source: 0000029644-25-000151 · wk-form4_1765404242.xml · nonDerivative · entry 4 Pogalz Bradley J. · CIK 0002043881 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 434 Read SEC document |
| December 09, 2025 Filed Dec 10, 2025 22:04 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 1,000 | $28.00 | $28,000.00 |
DisclosureSEC source: 0000029644-25-000151 · wk-form4_1765404242.xml · nonDerivative · entry 3 Pogalz Bradley J. · CIK 0002043881 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 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 |
| October 01, 2025 Filed Oct 3, 2025 16:01 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 23,900 | $0.00 Strike: $82.08 | $0.00 |
DisclosureSEC source: 0000029644-25-000117 · wk-form4_1759507302.xml · derivative · entry 3 Pogalz Bradley J. · CIK 0002043881 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,900 Underlying: Common Stock · 23,900 shares Expires 2035-10-01 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on October 1, 2026. Read SEC document |
| December 04, 2024 Filed Dec 9, 2024 17:28 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 9,400 | $0.00 Strike: $73.36 | $0.00 |
DisclosureSEC source: 0000029644-24-000185 · wk-form4_1733765306.xml · derivative · entry 3 Pogalz Bradley J. · CIK 0002043881 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,400 Underlying: Common Stock · 9,400 shares Expires 2034-12-04 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on December 4, 2025. 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.