Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DONALDSON Co INCDCI · Entity 8785 | President | August 28, 2025 | September 02, 2025 |
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 August 28, 2025 · Filed September 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,504 |
Ending reported balance
After 2025-08-28 transaction · row 4
2 source rows · reconciled sequenceRow 3 · 2025-08-28 · Exercise / conversion · Acquired 3,000 · Balance 10,504 Row 4 · 2025-08-28 · Sale · Disposed 3,000 · Balance 7,504 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.00 · Expires 2025-12-17 | Direct | 0 |
Reported balance
After 2025-08-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-08-28 · Exercise / conversion · Disposed 3,000 · Balance 0 F1: Fully vested |
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan Trust 1 | 50 |
Reported balance
Holding disclosure · report date 2025-08-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 50 |
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan Trust 2 | 12,402 |
Reported balance
Holding disclosure · report date 2025-08-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,402 |
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 |
|---|---|---|---|---|---|---|
| August 28, 2025 Filed Sep 2, 2025 16:26 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $28.00 | $0.00 |
DisclosureSEC source: 0000029644-25-000088 · wk-form4_1756830396.xml · derivative · entry 5 Dahlgren Andrew C · CIK 0001952959 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 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 |
| August 28, 2025 Filed Sep 2, 2025 16:26 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 3,000 | $81.96 | $245,880.00 |
DisclosureSEC source: 0000029644-25-000088 · wk-form4_1756830396.xml · nonDerivative · entry 4 Dahlgren Andrew C · CIK 0001952959 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,504 Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 16:26 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 3,000 | $28.00 | $84,000.00 |
DisclosureSEC source: 0000029644-25-000088 · wk-form4_1756830396.xml · nonDerivative · entry 3 Dahlgren Andrew C · CIK 0001952959 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,504 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 16:56 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 16,200 | $0.00 Strike: $73.17 | $0.00 |
DisclosureSEC source: 0000029644-24-000144 · wk-form4_1727974559.xml · derivative · entry 4 Dahlgren Andrew C · CIK 0001952959 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,200 Underlying: Common Stock · 16,200 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 20:02 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 1,651 | $73.82 | $121,876.82 |
DisclosureSEC source: 0000029644-24-000121 · wk-form4_1727812917.xml · nonDerivative · entry 4 Dahlgren Andrew C · CIK 0001952959 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,504 Read SEC document |
| September 27, 2024 Filed Oct 1, 2024 20:02 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 3,355 | $0.00 | $0.00 |
DisclosureSEC source: 0000029644-24-000121 · wk-form4_1727812917.xml · nonDerivative · entry 3 Dahlgren Andrew C · CIK 0001952959 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,155 Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 21:30 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $38.78 | $0.00 |
DisclosureSEC source: 0000029644-24-000039 · wk-form4_1709674231.xml · derivative · entry 5 Dahlgren Andrew C · CIK 0001952959 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 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 |
| March 04, 2024 Filed Mar 5, 2024 21:30 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 1,978 | $72.52 | $143,444.56 |
DisclosureSEC source: 0000029644-24-000039 · wk-form4_1709674231.xml · nonDerivative · entry 4 Dahlgren Andrew C · CIK 0001952959 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,800 Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 21:30 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 2,500 | $38.78 | $96,950.00 |
DisclosureSEC source: 0000029644-24-000039 · wk-form4_1709674231.xml · nonDerivative · entry 3 Dahlgren Andrew C · CIK 0001952959 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,778 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 10, 2023 Filed Oct 12, 2023 17:54 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $42.05 | $0.00 |
DisclosureSEC source: 0000029644-23-000122 · wk-form4_1697133282.xml · derivative · entry 5 Dahlgren Andrew C · CIK 0001952959 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 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 |
| October 10, 2023 Filed Oct 12, 2023 17:54 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 1,984 | $60.27 | $119,575.68 |
DisclosureSEC source: 0000029644-23-000122 · wk-form4_1697133282.xml · nonDerivative · entry 3 Dahlgren Andrew C · CIK 0001952959 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,278 Read SEC document |
| October 10, 2023 Filed Oct 12, 2023 17:54 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 2,500 | $42.05 | $105,125.00 |
DisclosureSEC source: 0000029644-23-000122 · wk-form4_1697133282.xml · nonDerivative · entry 2 Dahlgren Andrew C · CIK 0001952959 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,262 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 15:05 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: 0000029644-23-000093 · wk-form4_1695654319.xml · derivative · entry 5 Dahlgren Andrew C · CIK 0001952959 · 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 15:05 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 2,445 | $59.66 | $145,868.70 |
DisclosureSEC source: 0000029644-23-000093 · wk-form4_1695654319.xml · nonDerivative · entry 4 Dahlgren Andrew C · CIK 0001952959 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,762 Read SEC document |
| September 21, 2023 Filed Sep 25, 2023 15:05 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 4,984 | $0.00 | $0.00 |
DisclosureSEC source: 0000029644-23-000093 · wk-form4_1695654319.xml · nonDerivative · entry 3 Dahlgren Andrew C · CIK 0001952959 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,207 Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 19:36 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,500 | $0.00 Strike: $33.58 | $0.00 |
DisclosureSEC source: 0000029644-22-000145 · wf-form4_167026895441126.xml · derivative · entry 5 Dahlgren Andrew C · CIK 0001952959 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,500 shares Expires 2022-12-07 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 01, 2022 Filed Dec 5, 2022 19:36 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 2,436 | $60.85 | $148,230.60 |
DisclosureSEC source: 0000029644-22-000145 · wf-form4_167026895441126.xml · nonDerivative · entry 4 Dahlgren Andrew C · CIK 0001952959 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,214 Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 19:36 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 3,500 | $33.58 | $117,530.00 |
DisclosureSEC source: 0000029644-22-000145 · wf-form4_167026895441126.xml · nonDerivative · entry 3 Dahlgren Andrew C · CIK 0001952959 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,650 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.