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 Co Inc ownership filing: Vanguard Capital Management reports beneficial ownership of 6,064,424 shares of Common Stock, representing 5.23% as of 03/31/2026. The filer reports 881,090 shares of sole voting power and sole dispositive power over the reported shares.
Vanguard Portfolio Management reported beneficial ownership of 6,535,093 shares of Donaldson Co Inc common stock, representing 5.64% of the class as of 03/31/2026. The filer discloses sole voting power for 16,944 shares and sole dispositive power for 6,535,093 shares; no shared voting or dispositive power is reported. The filing states these holdings include securities held by Vanguard funds and managed accounts for which Vanguard affiliates exercise voting or dispositive power.
Donaldson Company director James Owens exercised stock options and sold the resulting shares in a series of routine transactions. He exercised options for a total of 19,800 shares of common stock at exercise prices of $42.26 and $48.96 per share, then sold 19,800 shares in open-market trades at prices around $89 per share. After these transactions, he directly holds 22,565 shares of Donaldson common stock.
DCI notices the proposed sale of 13,753 shares of Common Stock under Section 144, dated 04/14/2026, reported through Morgan Stanley Smith Barney LLC. The filing states the sale arises from an exercise of options under a registered plan and lists prior small dispositions by James J. Owens on 04/13/2026 and 04/10/2026.
DCI reported a Rule 144 sale notification for 5,921 shares of Common Stock related to the exercise of options under a registered plan, with the transaction dated 04/13/2026. The filing also shows 126 shares sold in the past three months and an aggregate value figure of $527,055.45.
Donaldson Company, Inc. entered into a new three-year, unsecured, delayed draw term loan credit facility of $400 million with a syndicate of lenders, with Wells Fargo Bank, National Association serving as administrative agent. This provides committed borrowing capacity in U.S. dollars, and no amount was outstanding under the facility as of April 8, 2026.
The Agreement includes financial covenants requiring a consolidated interest coverage ratio of at least 3.5 to 1.00 and an adjusted debt-to-EBITDA ratio of no more than 3.50 to 1.00, with a temporary increase allowed in connection with a defined Material Acquisition. It also contains additional covenants on priority debt, liens, indebtedness and investments, and allows lenders to accelerate amounts due or terminate commitments upon specified default events.
Smiley Jacinth C reported acquisition or exercise transactions in this Form 4 filing.
Donaldson Co. director Jacinth C. Smiley received a stock grant of 279 shares of Common Stock. The shares were awarded at a value of $85.23 per share and are reported as a non-derivative, direct ownership transaction. Following this award, Smiley directly holds 7,948 shares of Donaldson Common Stock, indicating a routine compensation-related increase rather than an open-market purchase or sale.
Donaldson Co Inc director Trudy A. Rautio received a grant of 349 shares of Common Stock at $85.23 per share. This compensation-related award increased her direct holdings to 27,673 shares. The transaction is an acquisition through a grant, not an open-market purchase.
Owens James reported acquisition or exercise transactions in this Form 4 filing.
Donaldson Company director James Owens received a grant of 279 shares of Common Stock, recorded at $85.23 per share, as equity compensation. This award increased his directly held stake to 22,565 shares, reflecting a routine, non-derivative grant rather than an open-market purchase or sale.