Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DONALDSON Co INCDCI · Entity 8785 | President | March 26, 2026 | March 27, 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 March 26, 2026 · Filed March 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,267 |
Ending reported balance
After 2026-03-26 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-03-26 · Exercise / conversion · Acquired 12,000 · Balance 41,267 Row 2 · 2026-03-26 · Sale · Disposed 12,000 · Balance 29,267 Row 3 · 2026-03-26 · Exercise / conversion · Acquired 8,600 · Balance 37,867 Row 4 · 2026-03-26 · Sale · Disposed 8,600 · Balance 29,267 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $42.72 · Expires 2026-12-16 | Direct | 0 |
Reported balance
After 2026-03-26 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-26 · Exercise / conversion · Disposed 12,000 · Balance 0 F1: Fully vested |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $45.43 · Expires 2027-09-22 | Direct | 8,600 |
Reported balance
After 2026-03-26 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-26 · Exercise / conversion · Disposed 8,600 · Balance 8,600 F1: Fully vested |
Filing footnotes · ownership attribution and instrument terms
F1: Fully vested
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 |
|---|---|---|---|---|---|---|
| March 26, 2026 Filed Mar 27, 2026 18:51 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 8,600 | $0.00 Strike: $45.43 | $0.00 |
DisclosureSEC source: 0000029644-26-000030 · wk-form4_1774637503.xml · derivative · entry 6 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,600 Underlying: Common Stock · 8,600 shares Expires 2027-09-22 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 |
| March 26, 2026 Filed Mar 27, 2026 18:51 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 12,000 | $0.00 Strike: $42.72 | $0.00 |
DisclosureSEC source: 0000029644-26-000030 · wk-form4_1774637503.xml · derivative · entry 5 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,000 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 |
| March 26, 2026 Filed Mar 27, 2026 18:51 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 8,600 | $84.97 | $730,742.00 |
DisclosureSEC source: 0000029644-26-000030 · wk-form4_1774637503.xml · nonDerivative · entry 4 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,267 Read SEC document |
| March 26, 2026 Filed Mar 27, 2026 18:51 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 8,600 | $45.43 | $390,698.00 |
DisclosureSEC source: 0000029644-26-000030 · wk-form4_1774637503.xml · nonDerivative · entry 3 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,867 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 26, 2026 Filed Mar 27, 2026 18:51 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 12,000 | $84.97 | $1,019,640.00 |
DisclosureSEC source: 0000029644-26-000030 · wk-form4_1774637503.xml · nonDerivative · entry 2 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,267 Read SEC document |
| March 26, 2026 Filed Mar 27, 2026 18:51 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 12,000 | $42.72 | $512,640.00 |
DisclosureSEC source: 0000029644-26-000030 · wk-form4_1774637503.xml · nonDerivative · entry 1 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,267 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 15:58 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 15,300 | $0.00 Strike: $82.08 | $0.00 |
DisclosureSEC source: 0000029644-25-000110 · wk-form4_1759507091.xml · derivative · entry 2 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,300 Underlying: Common Stock · 15,300 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 |
| September 25, 2025 Filed Sep 29, 2025 20:08 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 3,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001953256-25-000003 · wk-form4_1759176484.xml · nonDerivative · entry 1 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,244 Read SEC document |
| September 03, 2025 Filed Sep 4, 2025 16:26 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 13,500 | $0.00 Strike: $28.00 | $0.00 |
DisclosureSEC source: 0000029644-25-000090 · wk-form4_1757003204.xml · derivative · entry 3 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,500 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 |
| September 03, 2025 Filed Sep 4, 2025 16:26 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 13,500 | $79.03 | $1,066,905.00 |
DisclosureSEC source: 0000029644-25-000090 · wk-form4_1757003204.xml · nonDerivative · entry 2 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,309 Read SEC document |
| September 03, 2025 Filed Sep 4, 2025 16:26 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 13,500 | $28.00 | $378,000.00 |
DisclosureSEC source: 0000029644-25-000090 · wk-form4_1757003204.xml · nonDerivative · entry 1 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,809 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, 2024 Filed Oct 3, 2024 16:53 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 18,500 | $0.00 Strike: $73.17 | $0.00 |
DisclosureSEC source: 0000029644-24-000138 · wk-form4_1727974412.xml · derivative · entry 2 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,500 Underlying: Common Stock · 18,500 shares Expires 2034-10-01 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on October 1, 2025. Read SEC document |
| September 27, 2024 Filed Oct 1, 2024 19:59 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 3,087 | $0.00 | $0.00 |
DisclosureSEC source: 0000029644-24-000117 · wk-form4_1727812788.xml · nonDerivative · entry 1 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,058 Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 17:18 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 12,000 | $0.00 Strike: $38.78 | $0.00 |
DisclosureSEC source: 0000029644-24-000095 · wk-form4_1725556729.xml · derivative · entry 3 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,000 shares Expires 2024-12-05 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 |
| September 03, 2024 Filed Sep 5, 2024 17:18 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingEmployee Stock Option (right to buy) | 6,399 | $72.73 | $465,399.27 |
DisclosureSEC source: 0000029644-24-000095 · wk-form4_1725556729.xml · nonDerivative · entry 2 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,971 Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 17:18 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) | 12,000 | $38.78 | $465,360.00 |
DisclosureSEC source: 0000029644-24-000095 · wk-form4_1725556729.xml · nonDerivative · entry 1 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,370 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 06, 2023 Filed Dec 7, 2023 18:59 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock · Derivative | 4,000 | $0.00 Strike: $42.05 | $0.00 |
DisclosureSEC source: 0000029644-23-000140 · wk-form4_1701975576.xml · derivative · entry 3 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2023-12-06 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 06, 2023 Filed Dec 7, 2023 18:59 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 2,737 | $61.50 | $168,325.50 |
DisclosureSEC source: 0000029644-23-000140 · wk-form4_1701975576.xml · nonDerivative · entry 2 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,170 Read SEC document |
| December 06, 2023 Filed Dec 7, 2023 18:59 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 4,000 | $42.05 | $168,200.00 |
DisclosureSEC source: 0000029644-23-000140 · wk-form4_1701975576.xml · nonDerivative · entry 1 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,907 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 21, 2023 Filed Sep 25, 2023 15:03 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 17,200 | $0.00 Strike: $59.66 | $0.00 |
DisclosureSEC source: 0000029644-23-000089 · wk-form4_1695654185.xml · derivative · entry 2 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,200 Underlying: Common Stock · 17,200 shares Expires 2033-09-21 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on September 21, 2024. Read SEC document |
| September 21, 2023 Filed Sep 25, 2023 15:03 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 4,984 | $0.00 | $0.00 |
DisclosureSEC source: 0000029644-23-000089 · wk-form4_1695654185.xml · nonDerivative · entry 1 Briseno Guillermo · CIK 0001953256 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,901 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.