Welcome to our dedicated page for Dana SEC filings (Ticker: DAN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Dana Incorporated's SEC filings document a NYSE-listed manufacturer of vehicle propulsion, powertrain, thermal, electrodynamic, and sealing technologies. Its common stock is registered under the symbol DAN, and recent Form 8-K reports furnish operating results, Regulation FD materials, capital-allocation actions, portfolio updates, and strategic presentations tied to Dana 2030.
The company's proxy and annual meeting filings cover board elections, advisory executive compensation votes, auditor ratification, equity incentive matters, and shareholder voting results. Other material-event filings address dividends, share repurchase authorization, performance-vested stock unit awards, leadership-transition matters, risk-factor references, capital structure, and completed actions affecting the company's business portfolio and debt profile.
Dana Incorporated entered into Amendment No. 8 to its Credit and Guaranty Agreement, adding a new senior secured delayed draw term loan A facility with an aggregate principal amount of $500.0 million. The facility is available in a single draw any time before August 1, 2026, matures 364 days after borrowing, and bears interest at the same rate as revolving credit advances under the existing credit agreement. Dana expects to draw the full amount and use the proceeds to redeem all outstanding 8.500% Senior Notes due 2031 at a redemption price of 104.250% of principal, plus accrued interest, on or around July 31, 2026.
Dana Inc Chairman & CEO R. Bruce McDonald received a grant of 190,694 restricted stock units (RSUs). These RSUs were awarded at no cost and each unit represents the right to receive one share of Dana common stock or, at Dana’s election, cash equal to the market value per share.
The RSUs carry dividend equivalent rights and will vest in stages, with 50% vesting on 12/31/2027 and the remaining 50% vesting on 12/31/2028, aligning the CEO’s compensation with longer‑term company performance. This Form 4 reflects a compensation-related acquisition rather than any open-market stock purchase or sale.
McDonald R Bruce reported acquisition or exercise transactions in this Form 4 filing.
Dana Inc Chairman & CEO R. Bruce McDonald received a compensation grant of 31,155 restricted stock units on June 29, 2026. These RSUs are derivative awards that cost him $0.00 per unit and are held as a direct ownership position.
Each restricted stock unit represents the right to receive one share of Dana common stock or, at Dana’s election, cash equal to the market value per share, and each unit carries dividend equivalent rights. The RSUs vest in full on the first anniversary of the grant date, on June 29, 2027, at which point the underlying 31,155 common shares or cash value may be delivered.
Dana Incorporated is amending an earlier report to detail new compensation arrangements for incoming CEO Byron S. Foster and Executive Chairman R. Bruce McDonald, effective July 1, 2026.
Mr. Foster’s letter agreement sets an initial base salary of $1,000,000 and a target annual incentive equal to 150% of base salary, plus eligibility for Dana’s long‑term incentive program starting with the 2027 grant cycle and continued participation in existing severance and benefit plans.
Mr. McDonald’s letter agreement, running through December 31, 2028 unless ended or extended earlier, provides a $700,000 base salary, a target annual incentive equal to 100% of base salary, and a one‑time restricted stock unit award under Dana’s 2021 Omnibus Incentive Plan with a target grant date fair value of $5,000,000, vesting 50% on December 31, 2027 and 50% on December 31, 2028, along with continued participation in Dana’s severance and benefits plans.
Dana Incorporated has entered into an agreement to combine with Eaton Corporation plc’s Mobility business. The communication frames the transaction as a strategic merger to expand powertrain capabilities, deepen aftermarket presence, and advance Dana’s Dana 2030 strategy by increasing scale and product/technology breadth.
The note signals integration and regulatory steps ahead, describes planned SEC filings (Form 10, Form S-1/S-4, Schedule TO, Form S-4 and proxy statement/prospectus), and cautions that completion is subject to stockholder and regulatory approvals and customary closing conditions.
Dana Incorporated filed communication relating to a proposed business combination with Mobility (USA) Corporation, a wholly owned subsidiary of Eaton Corporation plc, involving issuance of SpinCo common stock in an exchange offer or merger.
The communication explains that SpinCo may file a Form 10 or Form S-1/S-4, Eaton may file a Schedule TO, and Dana intends to include a proxy statement/prospectus in a Form S-4; completion is subject to stockholder and regulatory approvals.
Dana Incorporated has entered into a definitive agreement to combine with Eaton Corporation plc's Mobility business. The companies say the transaction is expected to close in the first quarter of 2027, subject to Dana shareholder and regulatory approvals and customary closing conditions.
The communication states both companies will continue to operate independently until closing and emphasizes continuity of service for customers, including uninterrupted support, quality, and technical leadership. The notice also describes upcoming SEC filings (Form 10, Form S-1/S-4, Schedule TO, Form S-4) and urges reading the proxy/prospectus materials when filed.
Dana Incorporated announced a proposed business combination with Eaton’s Mobility business structured as a Reverse Morris Trust that would create a combined enterprise with an implied enterprise value of about $10 billion. The transaction would result in Eaton shareholders owning just over 50% and Dana shareholders just under 50%, create a combined pro forma 2026 revenue run‑rate near $11 billion with pro forma adjusted EBITDA of about $1.7 billion (≈15% margin), and expand Dana’s 2030 revenue target from $10 billion to $14–$15 billion. Management projects $250 million of run‑rate cost synergies within 24 months and intends a $1.1 billion cash dividend to Eaton funded by new debt. Pro forma net leverage is expected near 1.2x after synergies. The transaction remains subject to regulatory approvals and Dana shareholder vote, with closing expected in Q1 2027.
Dana Incorporated announces a proposed business combination with Eaton’s mobility business. The companies say the combined company will have about $11 billion in revenue and initial margins near 15%. Dana will pay $5.1 billion for the Eaton mobility business, consisting of $1.1 billion cash (a pre-combination distribution) and the balance in Dana stock, leaving Eaton’s public shareholders owning about 50.1% of the combined company.
Management expects about $250 million of run-rate synergies, a close in Q1 2027, and a modest leverage increase to roughly 1.2x on an EBITDA basis at closing. Byron Foster will become CEO on July 1, and Bruce McDonald will transition to executive chairman with integration responsibilities.
Dana Incorporated and Eaton Mobility plan a Reverse Morris Trust combination to form a combined mobility company. Eaton’s Mobility Group is presented at an ~$5.1B enterprise value and the combined company is described with an implied enterprise value of over $10B. Pro forma ownership is stated as ~50.1% for Eaton shareholders and ~49.9% for Dana shareholders. Leadership for the combined company is disclosed: Bruce McDonald as Executive Chairman, Byron Foster as Chief Executive Officer, and Timothy Kraus as Chief Financial Officer; Erin Rowse is noted to join as Chief Human Resource Officer after closing.
The communication states the transaction is expected to close in the first quarter of 2027. It cites projected combined metrics (estimated combined EBITDA, combined revenue, run-rate cost synergies) and revised Dana 2030 sales targets of roughly $14-$15B. The text includes standard forward-looking disclaimers, regulatory, financing, integration, tax and other risks, and notes that Form 10, Form S-1/S-4, Schedule TO and a proxy statement/prospectus will be filed with the SEC with full transaction details.