Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DONALDSON Co INCDCI · Entity 8785 | Chief Legal Officer | October 01, 2026 | October 05, 2026 |
| WINMARK CORPWINA · Entity 4859 | Director | June 01, 2026 | June 01, 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 | 14,800 |
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 14,800 · Balance 14,800 F1: The option vests in three equal annual installments beginning on October 1, 2027. |
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan Trust. | 1,586 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,586 |
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan Trust | 8,748 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,748 |
| Common StockSEC Table I · non-derivative | Direct | 50,503 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 50,503 |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests in three equal annual installments beginning on October 1, 2027.
WINMARK CORP
Report date June 01, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $378.57 · Expires 2036-06-01 | Direct | 356 |
Reported balance
After 2026-06-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 356 · Balance 356 F1: 25% per year for four years. |
| Non-Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $248.64 · Expires 2032-11-15 | Direct | 5,500 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 5,500 F1: 25% per year for four years. |
| Non-Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $238.60 · Expires 2032-12-12 | Direct | 620 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 620 F1: 25% per year for four years. |
| Non-Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $325.99 · Expires 2033-06-01 | Direct | 380 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 380 F1: 25% per year for four years. |
| Non-Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $446.68 · Expires 2033-12-11 | Direct | 240 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 240 F1: 25% per year for four years. |
| Non-Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $355.90 · Expires 2034-06-01 | Direct | 300 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 300 F1: 25% per year for four years. |
| Non-Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $400.97 · Expires 2034-12-09 | Direct | 300 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 300 F1: 25% per year for four years. |
| Non-Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $424.82 · Expires 2035-06-01 | Direct | 280 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 280 F1: 25% per year for four years. |
| Non-Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $444.54 · Expires 2035-12-15 | Direct | 256 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 256 F1: 25% per year for four years. |
Filing footnotes · ownership attribution and instrument terms
F1: 25% per year for four years.
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 22, 2017 Filed Sep 26, 2017 17:57 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 788 | $45.43 | $35,798.84 |
DisclosureSEC source: 0001615216-17-000037 · edgar.xml · nonDerivative · entry 3 Becker Amy C · CIK 0001615216 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,541 Read SEC document |
| June 16, 2017 Filed Jun 19, 2017 12:41 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmplyee Stock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $19.83 | $0.00 |
DisclosureSEC source: 0001615216-17-000023 · edgar.xml · derivative · entry 5 Becker Amy C · CIK 0001615216 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 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 16, 2017 Filed Jun 19, 2017 12:41 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 3,702 | $46.66 | $172,735.32 |
DisclosureSEC source: 0001615216-17-000023 · edgar.xml · nonDerivative · entry 4 Becker Amy C · CIK 0001615216 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,753 Read SEC document |
| June 16, 2017 Filed Jun 19, 2017 12:41 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 6,000 | $19.83 | $118,980.00 |
DisclosureSEC source: 0001615216-17-000023 · edgar.xml · nonDerivative · entry 3 Becker Amy C · CIK 0001615216 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,455 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 |
| February 01, 2017 Filed Feb 2, 2017 19:44 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 20.541 | $41.85 | $859.64 |
DisclosureSEC source: 0001615216-17-000011 · edgar.xml · nonDerivative · entry 1 Becker Amy C · CIK 0001615216 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 254 Read SEC document |
| December 28, 2016 Filed Dec 29, 2016 17:26 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 12.671 | $42.55 | $539.15 |
DisclosureSEC source: 0001615216-16-000227 · edgar.xml · nonDerivative · entry 1 Becker Amy C · CIK 0001615216 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 233 Read SEC document |
| December 16, 2016 Filed Dec 20, 2016 16:07 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 19,000 | $0.00 Strike: $42.72 | $0.00 |
DisclosureSEC source: 0001615216-16-000219 · edgar.xml · derivative · entry 4 Becker Amy C · CIK 0001615216 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,000 Underlying: Common Stock · 19,000 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 |
| December 14, 2016 Filed Dec 15, 2016 15:22 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 10.187 | $43.94 | $447.62 |
DisclosureSEC source: 0001615216-16-000216 · edgar.xml · nonDerivative · entry 1 Becker Amy C · CIK 0001615216 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 220 Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 20:30 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 2.671 | $40.37 | $107.83 |
DisclosureSEC source: 0001615216-16-000213 · edgar.xml · nonDerivative · entry 1 Becker Amy C · CIK 0001615216 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 210 Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 17:14 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 2.673 | $40.34 | $107.83 |
DisclosureSEC source: 0001615216-16-000210 · edgar.xml · nonDerivative · entry 1 Becker Amy C · CIK 0001615216 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 207 Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 13:35 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 2.993 | $36.03 | $107.84 |
DisclosureSEC source: 0001615216-16-000207 · edgar.xml · nonDerivative · entry 1 Becker Amy C · CIK 0001615216 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 204 Read SEC document |
| October 19, 2016 Filed Oct 20, 2016 16:37 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 2.937 | $36.71 | $107.82 |
DisclosureSEC source: 0001615216-16-000203 · edgar.xml · nonDerivative · entry 1 Becker Amy C · CIK 0001615216 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 201 Read SEC document |
| October 04, 2016 Filed Oct 6, 2016 15:34 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 2.747 | $36.35 | $99.85 |
DisclosureSEC source: 0001615216-16-000198 · edgar.xml · nonDerivative · entry 1 Becker Amy C · CIK 0001615216 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 198 Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 18:32 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 2.709 | $36.86 | $99.85 |
DisclosureSEC source: 0001615216-16-000192 · edgar.xml · nonDerivative · entry 1 Becker Amy C · CIK 0001615216 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 196 Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 21:02 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $17.23 | $0.00 |
DisclosureSEC source: 0001615216-16-000190 · edgar.xml · derivative · entry 5 Becker Amy C · CIK 0001615216 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2017-01-16 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. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 21:02 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 1,946 | $36.62 | $71,262.52 |
DisclosureSEC source: 0001615216-16-000190 · edgar.xml · nonDerivative · entry 4 Becker Amy C · CIK 0001615216 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,455 Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 21:02 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 3,000 | $17.23 | $51,690.00 |
DisclosureSEC source: 0001615216-16-000190 · edgar.xml · nonDerivative · entry 3 Becker Amy C · CIK 0001615216 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,401 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 07, 2016 Filed Sep 8, 2016 13:51 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 2.673 | $37.36 | $99.86 |
DisclosureSEC source: 0001615216-16-000187 · edgar.xml · nonDerivative · entry 1 Becker Amy C · CIK 0001615216 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 193 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.