Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DONALDSON Co INCDCI · Entity 8785 | President | 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 | 84,200 |
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 84,200 · Balance 84,200 F1: The option vests in three equal annual installments beginning on October 1, 2027. |
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan Trust. | 844 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 844 |
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan Trust | 2,110 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,110 |
| Common StockSEC Table I · non-derivative | Direct | 50,817 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 50,817 |
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 |
|---|---|---|---|---|---|---|
| September 14, 2018 Filed Sep 17, 2018 20:46 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 2,000 | $15.87 | $31,740.00 |
DisclosureSEC source: 0001615216-18-000071 · edgar.xml · nonDerivative · entry 3 Lewis Richard Brent · CIK 0001718260 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 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 |
| February 14, 2018 Filed Feb 22, 2018 17:03 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 156.733 | $46.84 | $7,341.37 |
DisclosureSEC source: 0001615216-18-000023 · edgar.xml · nonDerivative · entry 1 Lewis Richard Brent · CIK 0001718260 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 550 Read SEC document |
| December 28, 2017 Filed Dec 29, 2017 19:22 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 6.902 | $48.90 | $337.51 |
DisclosureSEC source: 0001615216-17-000087 · edgar.xml · nonDerivative · entry 1 Lewis Richard Brent · CIK 0001718260 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 394 Read SEC document |
| December 13, 2017 Filed Dec 14, 2017 15:24 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 6.895 | $48.95 | $337.51 |
DisclosureSEC source: 0001615216-17-000081 · edgar.xml · nonDerivative · entry 1 Lewis Richard Brent · CIK 0001718260 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 385 Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 17:26 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 6.938 | $48.65 | $337.53 |
DisclosureSEC source: 0001615216-17-000074 · edgar.xml · nonDerivative · entry 1 Lewis Richard Brent · CIK 0001718260 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 379 Read SEC document |
| November 15, 2017 Filed Nov 16, 2017 15:24 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 7.292 | $46.28 | $337.47 |
DisclosureSEC source: 0001615216-17-000068 · edgar.xml · nonDerivative · entry 1 Lewis Richard Brent · CIK 0001718260 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 372 Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 14:13 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 7.083 | $47.65 | $337.50 |
DisclosureSEC source: 0001615216-17-000063 · edgar.xml · nonDerivative · entry 1 Lewis Richard Brent · CIK 0001718260 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 364 Read SEC document |
| October 18, 2017 Filed Oct 19, 2017 19:46 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 7.173 | $47.05 | $337.49 |
DisclosureSEC source: 0001615216-17-000058 · edgar.xml · nonDerivative · entry 1 Lewis Richard Brent · CIK 0001718260 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 357 Read SEC document |
| October 04, 2017 Filed Oct 5, 2017 19:44 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 7.236 | $46.64 | $337.49 |
DisclosureSEC source: 0001615216-17-000049 · edgar.xml · nonDerivative · entry 1 Lewis Richard Brent · CIK 0001718260 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 350 Read SEC document |
| September 22, 2017 Filed Oct 2, 2017 14:39 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmplyee Stock Option (right to buy) · Derivative | 8,600 | $0.00 Strike: $45.43 | $0.00 |
DisclosureSEC source: 0001615216-17-000046 · edgar.xml · derivative · entry 4 Lewis Richard Brent · CIK 0001718260 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,600 Underlying: Common Stock · 8,600 shares Expires 2027-09-22 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on Septebmer 22, 2018. 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.