Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DONALDSON Co INCDCI · Entity 8785 | Director | January 02, 2026 | January 06, 2026 |
| TORO COTTC · Entity 2699 | Director · Chairman & CEO | March 10, 2026 | March 12, 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 January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,090 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 900 · Balance 6,090 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $89.93 · Expires 2036-01-02 | Direct | 3,000 |
Reported balance
After 2026-01-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-02 · Grant · Acquired 3,000 · Balance 3,000 F1: The option vests in three equal annual installments beginning on January 2, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests in three equal annual installments beginning on January 2, 2027.
TORO CO
Report date March 10, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,186.461 |
Ending reported balance
After 2026-03-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-10 · Exercise / conversion · Acquired 119,400 · Balance 157,586.461 Row 2 · 2026-03-10 · Sale · Disposed 119,400 · Balance 38,186.461 F1: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $100.00 per share to $100.690 per share, inclusive. The reporting person undertakes to provide to The Toro Company, any security holder of The Toro Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Non-Qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $56.54 · Expires 2026-12-09 | Direct | 0 |
Reported balance
After 2026-03-10 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-10 · Exercise / conversion · Disposed 119,400 · Balance 0 F4: The option vests in three equal annual installments commencing on the first anniversary of the December 9, 2016 grant date. |
| Performance Share UnitsSEC Table I · non-derivative | Direct | 170,892.685 |
Reported balance
Holding disclosure · report date 2026-03-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 170,892.685 F2: Includes 748.027 performance share units acquired by the reporting person since the date of his last report under the dividend reinvestment feature of The Toro Company Deferred Compensation Plan for Officers. |
| Common StockSEC Table I · non-derivative | IndirectThe Toro Company Retirement Plan | 17,806.553 |
Reported balance
Holding disclosure · report date 2026-03-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 17,806.553 F3: Includes 77.819 net shares acquired by the reporting person since the date of his last report under the dividend reinvestment feature of The Toro Company Retirement Plan less quarterly non-discretionary administrative fees. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 16,916 |
Reported balance
Holding disclosure · report date 2026-03-10 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 16,916 F5: Each restricted stock unit represents a contingent right to receive one share of TTC common stock. F6: The restricted stock units vest in three equal annual installments commencing on the first anniversary of the December 22, 2025 grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $100.00 per share to $100.690 per share, inclusive. The reporting person undertakes to provide to The Toro Company, any security holder of The Toro Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2: Includes 748.027 performance share units acquired by the reporting person since the date of his last report under the dividend reinvestment feature of The Toro Company Deferred Compensation Plan for Officers.
F3: Includes 77.819 net shares acquired by the reporting person since the date of his last report under the dividend reinvestment feature of The Toro Company Retirement Plan less quarterly non-discretionary administrative fees.
F4: The option vests in three equal annual installments commencing on the first anniversary of the December 9, 2016 grant date.
F5: Each restricted stock unit represents a contingent right to receive one share of TTC common stock.
F6: The restricted stock units vest in three equal annual installments commencing on the first anniversary of the December 22, 2025 grant date.
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 16, 2020 Filed Dec 18, 2020 22:16 UTC | TORO CO TTC · Entity 2699 | GrantPerformance Share Units | 16,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032011 · form4.xml · nonDerivative · entry 1 Olson Richard M · CIK 0001545408 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,402.266 F1 · shares: Represents the payout of a Performance Share Award for the Fiscal 2018 to Fiscal 2020 Performance Period under The Toro Company Amended and Restated 2010 Equity and Incentive Plan, as amended and restated, as approved by the Issuer's Compensation & Human Resources Committee of its Board of Directors on December 1, 2020, and which was conditioned upon and subject to confirmation by the Issuer's Fiscal 2020 financial results that were released on December 16, 2020. The reporting person has deferred the payout of his Performance Share Award under The Toro Company Deferred Compensation Plan for Officers (the "Deferred Plan") and, accordingly, the reporting person's Performance Share Award is paid in performance share units under the Deferred Plan. Read SEC document |
| September 23, 2020 Filed Dec 15, 2020 23:29 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-031409 · form5.xml · nonDerivative · entry 1 Olson Richard M · CIK 0001545408 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,049.461 Read SEC document |
| June 09, 2020 Filed Jun 11, 2020 20:32 UTC | TORO CO TTC · Entity 2699 | Exercise / conversionNon-Qualified Stock Option · Derivative | 13,200 | $0.00 Strike: $15.88 | $0.00 |
DisclosureSEC source: 0001127602-20-019426 · form4.xml · derivative · entry 5 Olson Richard M · CIK 0001545408 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,200 shares Expires 2020-12-08 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. F4 · derivative.exercise_date: The option vested in three equal annual installments commencing on the first anniversary of the date of grant, which was December 8, 2010. Read SEC document |
| June 09, 2020 Filed Jun 11, 2020 20:32 UTC | TORO CO TTC · Entity 2699 | SaleCommon Stock | 6,057 | $72.44 | $438,756.97 |
DisclosureSEC source: 0001127602-20-019426 · form4.xml · nonDerivative · entry 2 Olson Richard M · CIK 0001545408 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,049.461 F1 · shares: Shares were sold to cover the exercise price and tax withholding of the exercised options. Read SEC document |
| June 09, 2020 Filed Jun 11, 2020 20:32 UTC | TORO CO TTC · Entity 2699 | Exercise / conversionCommon Stock | 13,200 | $15.88 | $209,616.00 |
DisclosureSEC source: 0001127602-20-019426 · form4.xml · nonDerivative · entry 1 Olson Richard M · CIK 0001545408 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,106.461 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 19, 2019 Filed Dec 20, 2019 19:43 UTC | TORO CO TTC · Entity 2699 | GrantNon-Qualified Stock Option · Derivative | 152,900 | $0.00 Strike: $76.53 | $0.00 |
DisclosureSEC source: 0001127602-19-035636 · form4.xml · derivative · entry 4 Olson Richard M · CIK 0001545408 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,900 Underlying: Common Stock · 152,900 shares Expires 2029-12-19 F4 · derivative.exercise_date: The option vests in three equal annual installments commencing on the first anniversary of the date of grant. Read SEC document |
| December 18, 2019 Filed Dec 20, 2019 19:43 UTC | TORO CO TTC · Entity 2699 | GrantPerformance Share Units | 34,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035636 · form4.xml · nonDerivative · entry 1 Olson Richard M · CIK 0001545408 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,753.785 F1 · shares: Represents the payout of a Performance Share Award for the Fiscal 2017 to Fiscal 2019 Performance Period under The Toro Company Amended and Restated 2010 Equity and Incentive Plan, as amended and restated, as approved by the Issuer's Compensation & Human Resources Committee of its Board of Directors on December 3, 2019, and which was conditioned upon and subject to confirmation by the Issuer's Fiscal 2019 financial results that were released on December 18, 2019. The reporting person has deferred the payout of his Performance Share Award under The Toro Company Deferred Compensation Plan for Officers (the "Deferred Plan") and, accordingly, the reporting person's Performance Share Award is paid in performance share units under the Deferred Plan. F2 · balance_after: Includes 447.004 performance share units acquired by the reporting person since the date of his last report under the dividend reinvestment feature of the Deferred Plan. Read SEC document |
| March 26, 2019 Filed Mar 27, 2019 20:53 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 1,716 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-013433 · form4.xml · nonDerivative · entry 3 Olson Richard M · CIK 0001545408 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,906.461 Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 20:53 UTC | TORO CO TTC · Entity 2699 | Exercise / conversionNon-Qualified Stock Option · Derivative | 7,780 | $0.00 Strike: $10.18 | $0.00 |
DisclosureSEC source: 0001127602-19-013433 · form4.xml · derivative · entry 6 Olson Richard M · CIK 0001545408 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,780 shares Expires 2019-12-01 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. F3 · derivative.exercise_date: The option vested in three equal annual installments commencing on the first anniversary of the date of grant, which was December 1, 2009. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 20:53 UTC | TORO CO TTC · Entity 2699 | Tax withholdingCommon Stock | 3,196 | $68.01 | $217,359.96 |
DisclosureSEC source: 0001127602-19-013433 · form4.xml · nonDerivative · entry 2 Olson Richard M · CIK 0001545408 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,622.461 Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 20:53 UTC | TORO CO TTC · Entity 2699 | Exercise / conversionCommon Stock | 7,780 | $10.18 | $79,219.85 |
DisclosureSEC source: 0001127602-19-013433 · form4.xml · nonDerivative · entry 1 Olson Richard M · CIK 0001545408 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,818.461 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 07, 2018 Filed Dec 10, 2018 22:01 UTC | TORO CO TTC · Entity 2699 | GrantNon-Qualified Stock Option · Derivative | 137,100 | $0.00 Strike: $58.53 | $0.00 |
DisclosureSEC source: 0001127602-18-035710 · form4.xml · derivative · entry 4 Olson Richard M · CIK 0001545408 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,100 Underlying: Common Stock · 137,100 shares Expires 2028-12-07 F4 · derivative.exercise_date: The option vests in three equal annual installments commencing on the first anniversary of the date of grant. Read SEC document |
| December 06, 2018 Filed Dec 10, 2018 22:01 UTC | TORO CO TTC · Entity 2699 | GrantPerformance Share Units | 14,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-035710 · form4.xml · nonDerivative · entry 1 Olson Richard M · CIK 0001545408 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,340.233 F1 · shares: Represents the payout of a Performance Share Award for the Fiscal 2016 to Fiscal 2018 Performance Period under The Toro Company Amended and Restated 2010 Equity and Incentive Plan, as amended and restated, as approved by the issuer's Compensation & Human Resources Committee of its Board of Directors on December 4, 2018, and which was conditioned upon and subject to confirmation by the issuer's Fiscal 2018 financial results that were released on December 6, 2018. The reporting person has deferred the payout of his Performance Share Award under The Toro Company Deferred Compensation Plan for Officers (the "Deferred Plan") and, accordingly, the reporting person's Performance Share Award is paid in performance share units under the Deferred Plan. F2 · balance_after: Includes 407.703 performance share units acquired by the reporting person since the date of his last report under the dividend reinvestment feature of the Deferred Plan. Read SEC document |
| December 08, 2017 Filed Dec 11, 2017 19:33 UTC | TORO CO TTC · Entity 2699 | GrantNon-Qualified Stock Option · Derivative | 102,400 | $0.00 Strike: $65.93 | $0.00 |
DisclosureSEC source: 0001127602-17-034333 · form4.xml · derivative · entry 4 Olson Richard M · CIK 0001545408 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,400 Underlying: Common Stock · 102,400 shares Expires 2027-12-08 F4 · derivative.exercise_date: The option vests in three equal annual installments commencing on the first anniversary of the date of grant. Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 19:33 UTC | TORO CO TTC · Entity 2699 | GrantPerformance Share Units | 8,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-034333 · form4.xml · nonDerivative · entry 1 Olson Richard M · CIK 0001545408 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,061.53 F1 · shares: Represents the payout of a Performance Share Award for the Fiscal 2015 to Fiscal 2017 Performance Period under The Toro Company Amended and Restated 2010 Equity and Incentive Plan, as amended and restated, as approved by the issuer's Compensation & Human Resources Committee of its Board of Directors on December 5, 2017, and which was conditioned upon and subject to confirmation by the issuer's Fiscal 2017 financial results that were released on December 7, 2017. The reporting person has deferred the payout of his Performance Share Award under The Toro Company Deferred Compensation Plan for Officers (the "Deferred Plan") and, accordingly, the reporting person's Performance Share Award is paid in performance share units under the Deferred Plan. F2 · balance_after: Includes 120.096 performance share units acquired by the reporting person since the date of his last report under the dividend reinvestment feature of the Deferred Plan. Read SEC document |
| June 16, 2017 Filed Jun 19, 2017 22:55 UTC | TORO CO TTC · Entity 2699 | Exercise / conversionRestricted Stock Units · Derivative | 5,004.267 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-021808 · form4.xml · derivative · entry 5 Olson Richard M · CIK 0001545408 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,004.267 shares Expires not disclosed 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Toro common stock. F4 · derivative.exercise_date: The restricted stock units vested and became non-forfeitable in full on June 16, 2017, which is the third anniversary of the date of grant. F4 · derivative.expiration_date: The restricted stock units vested and became non-forfeitable in full on June 16, 2017, which is the third anniversary of the date of grant. Read SEC document |
| June 16, 2017 Filed Jun 19, 2017 22:55 UTC | TORO CO TTC · Entity 2699 | Tax withholdingCommon Stock | 1,682 | $72.39 | $121,759.98 |
DisclosureSEC source: 0001127602-17-021808 · form4.xml · nonDerivative · entry 2 Olson Richard M · CIK 0001545408 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,038.461 Read SEC document |
| June 16, 2017 Filed Jun 19, 2017 22:55 UTC | TORO CO TTC · Entity 2699 | Exercise / conversionCommon Stock | 5,004.267 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-021808 · form4.xml · nonDerivative · entry 1 Olson Richard M · CIK 0001545408 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,720.461 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, 2016 Filed Dec 12, 2016 22:07 UTC | TORO CO TTC · Entity 2699 | GrantNon-Qualified Stock Option · Derivative | 119,400 | $0.00 Strike: $56.54 | $0.00 |
DisclosureSEC source: 0001127602-16-069726 · form4.xml · derivative · entry 4 Olson Richard M · CIK 0001545408 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,400 Underlying: Common Stock · 119,400 shares Expires 2026-12-09 F5 · derivative.exercise_date: The option vests in three equal annual installments commencing on the first anniversary of the date of grant. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 22:07 UTC | TORO CO TTC · Entity 2699 | GrantPerformance Share Units | 3,743 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-069726 · form4.xml · nonDerivative · entry 1 Olson Richard M · CIK 0001545408 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,743.773 F1 · shares: Represents the payout of a Performance Share Award for the Fiscal 2014 to Fiscal 2016 Performance Period under The Toro Company Amended and Restated 2010 Equity and Incentive Plan, as amended and restated (the "Amended and Restated 2010 Plan"), as approved by the issuer's Compensation & Human Resources Committee of its Board of Directors on December 6, 2016, and which was conditioned upon and subject to confirmation by the issuer's Fiscal 2016 financial results that were released on December 8, 2016. The reporting person has deferred the payout of his Performance Share Award under The Toro Company Deferred Compensation Plan for Officers (the "Deferred Plan") and, accordingly, the reporting person's Performance Share Award is paid in performance share units under the Deferred Plan. F2 · balance_after: On September 16, 2016, the common stock of the issuer split two-for-one (the "Stock Split"), resulting in the reporting person's ownership of 9,406.947 additional performance share units and 186.879 post-split performance share units acquired by the reporting person under the dividend reinvestment feature of the Deferred Plan since the date of his last report. All future Form 4 and 5 filings made by the reporting person will include adjustments, as necessary, to reflect the Stock Split. 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.