Welcome to our dedicated page for Donaldson SEC filings (Ticker: DCI), 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.
This page provides access to U.S. Securities and Exchange Commission (SEC) filings for Donaldson Company, Inc. (NYSE: DCI), a global manufacturer of technology-led filtration products and solutions. Through these documents, investors can review how Donaldson reports its financial performance, governance practices and material events across its Mobile Solutions, Industrial Solutions and Life Sciences segments.
Key filings include Form 10-K annual reports, where Donaldson presents audited financial statements, segment information, risk factors and management’s discussion and analysis for its fiscal year. Form 10-Q quarterly reports offer interim updates on net sales, operating income, margins, cash flows and segment trends, including details on off-road, on-road, aftermarket, industrial filtration, aerospace and defense, and life sciences activities.
Donaldson also files Form 8-K current reports to disclose material events. Recent 8-K filings reference the release of quarterly earnings results and the outcomes of the annual meeting of stockholders, including voting results on director elections, advisory votes on executive compensation and ratification of the independent registered public accounting firm. The company’s DEF 14A definitive proxy statement provides further detail on corporate governance, board structure, executive compensation programs and stockholder proposals.
Investors interested in ownership changes and executive activity can monitor Form 4 insider transaction reports, which disclose purchases, sales and other changes in beneficial ownership by directors and officers. Together, these filings form a detailed regulatory record of Donaldson’s operations, capital allocation, governance and leadership incentives.
On Stock Titan, Donaldson’s filings are updated in near real time from the SEC’s EDGAR system. AI-powered summaries help explain complex sections of lengthy documents such as 10-Ks, 10-Qs and proxy statements, highlighting items like segment performance, margin drivers, capital spending, dividend and repurchase activity, and governance decisions. This allows readers to quickly understand the key points in Donaldson’s regulatory disclosures while retaining access to the full original filings for deeper analysis.
Donaldson Company, Inc. announced a planned CEO transition. Richard B. Lewis, currently Chief Operating Officer, will become President and Chief Executive Officer and join the Board on March 2, 2026. He succeeds Tod E. Carpenter, who will retire as CEO on March 1, 2026 and remain Executive Chairman to support the transition.
Lewis, age 54, has been with the company since 2002 in multiple leadership roles. In connection with his promotion, his annual base salary for the remainder of fiscal 2026 was set at $1,088,000, and his annual cash incentive target was set at 110% of base salary. He will receive incremental equity awards with an aggregate grant date fair value of $942,500, split equally between a performance stock unit for the 2026–2028 period and a non-qualified stock option.
Carpenter’s annual base salary for the remainder of 2026 was reduced to $880,000, effective March 2, 2026, for his role as Executive Chairman, with his cash incentive target remaining at 120% of base salary. The company also furnished a press release as an exhibit announcing the CEO succession.
A person identified as Willard Oberton has filed a Rule 144 notice to sell 1,380 shares of common stock, with an aggregate market value of $140,526.78. The shares are to be sold on or about 01/29/2026 through Morgan Stanley Smith Barney LLC Executive Financial Services on the NYSE. These shares were acquired on 01/29/2026 by exercising stock options under a registered plan, paid in cash.
The notice also reports prior sales of the issuer’s common stock by the same seller over the past three months: 11,000 shares sold on 01/02/2026 for gross proceeds of $988,049.70, and 820 shares sold on 01/22/2026 for gross proceeds of $84,619.24. The issuer has 115,336,687 shares of this class outstanding.
A shareholder in DCI has filed a notice under Rule 144 to sell 820 shares of common stock through Morgan Stanley Smith Barney LLC, with an indicated aggregate market value of 84619.24. The filing notes that there are 115336687 shares of this class outstanding and lists an approximate sale date of 01/22/2026 on the NYSE.
The shares to be sold were acquired on 01/22/2026 by exercising options under a registered plan, paid for in cash. The filer also reports that 11000 shares of common stock were sold on 01/02/2026, generating gross proceeds of 988049.70. The signer represents that they are not aware of undisclosed material adverse information about the issuer.
Donaldson Company director reports new stock and option awards. Director Jacinth C. Smiley acquired 900 shares of Donaldson common stock on 01/02/2026 at a reported price of $0, and an additional 250 shares on the same date at $89.93 per share. After these transactions, she directly holds 7,644 shares of common stock.
On 01/02/2026, she was also granted a stock option to buy 3,000 shares of Donaldson common stock at an exercise price of $89.93 per share, expiring on 01/02/2036. The option vests in three equal annual installments beginning on January 2, 2027, reflecting a long-term incentive structure tied to the company’s equity.
Donaldson Company director reports new stock and option awards. On 01/02/2026, the reporting person acquired 900 shares of Donaldson common stock at a stated price of $0, bringing directly held common shares to 1,000.
The same day, the director received a stock option to buy 3,000 shares of Donaldson common stock at an exercise price of $89.93 per share. The option expires on 01/02/2036 and will vest in three equal annual installments beginning on January 2, 2027.
Donaldson Company director Trudy Rautio reported acquiring additional company equity. On January 2, 2026, she acquired 900 shares of common stock at a stated price of $0 per share and 311 shares of common stock at $89.93 per share. After these transactions, she beneficially owned 27,235 shares of Donaldson common stock held directly. The same day, she was also granted a stock option for 3,000 shares of Donaldson common stock at an exercise price of $89.93 per share, expiring on January 2, 2036. The option vests in three equal annual installments beginning January 2, 2027.
Donaldson Company director equity update: A director of Donaldson Co Inc (DCI) reported new equity awards effective 01/02/2026. The filing shows an acquisition of 900 shares of common stock at a reported price of $0, bringing the director’s directly held common stock to 44,997 shares. The director also received a stock option covering 3,000 shares with an exercise price of $89.93 per share, expiring on 01/02/2036. The option vests in three equal annual installments beginning on January 2, 2027, which spreads the potential ownership increase over several years.
Donaldson Company director James J. Owens reported new equity awards and share acquisitions. On January 2, 2026, he acquired 900 shares of Donaldson common stock at a reported price of $0 per share and an additional 250 shares at $89.93 per share. Following these transactions, he directly beneficially owned 22,215 shares of common stock.
Owens also received a stock option giving him the right to buy 3,000 Donaldson shares at an exercise price of $89.93 per share, expiring on January 2, 2036. The option vests in three equal annual installments beginning on January 2, 2027, which means the right to exercise the option phases in over three years.
Donaldson Company director Richard M. Olson reported new equity awards in the company’s stock. On January 2, 2026, he acquired 900 shares of common stock at a price of $0, bringing his directly held stake to 6,090 shares after the transaction.
On the same date, Olson also received a stock option grant for 3,000 shares with an exercise price of $89.93 per share, expiring on January 2, 2036. The option vests in three equal annual installments beginning January 2, 2027, meaning the right to buy these shares becomes available gradually over three years.
Donaldson Co Inc director reports stock and option awards
A director of Donaldson Co Inc reported receiving 900 shares of common stock on 01/02/2026 at a stated price of $0. After this transaction, the director beneficially owns 2,473 common shares directly and 12,592 common shares indirectly through a trust where the director and spouse serve as trustees and beneficiaries.
The director was also granted a stock option to buy 3,000 shares of common stock at an exercise price of $89.93 per share on 01/02/2026. This option expires on 01/02/2036 and vests in three equal annual installments beginning January 2, 2027. All reported holdings are listed as beneficially owned following these awards.