Donaldson Company, Inc. filings document the regulatory record for a NYSE-listed filtration products and solutions company. The filings cover common stock registered under DCI, operating results, capital-structure disclosures, material agreements and governance matters.
Donaldson’s 8-K reports include earnings releases, unsecured term loan credit agreements, executive appointments and compensatory arrangements. Proxy and annual meeting filings document director elections, advisory executive compensation votes, auditor ratification, board matters and shareholder voting results.
Donaldson Company, Inc. entered into a note purchase agreement that permits issuance of up to $1.5 billion aggregate principal amount of senior unsecured notes in one or more series. Subject to satisfaction of closing conditions, the company will issue an initial $250 million series to institutional investors, expected on January 12, 2027: $125 million at 5.93%, due January 12, 2032; $75 million at 6.10%, due January 12, 2034; and $50 million at 6.23%, due January 12, 2037.
Interest is payable semiannually on January 12 and July 12. The agreement includes debt-to-EBITDA and priority-debt-to-capitalization covenants, along with covenants on liens, asset sales and mergers, and events of default that may accelerate maturity. The company may prepay notes at 100% of principal plus accrued interest and a Make-Whole Amount; partial prepayments must be at least 10% of aggregate principal then outstanding. Following a Change in Control, it must offer to prepay all outstanding notes at 100% of principal plus accrued interest.
Donaldson Company, Inc. asks stockholders to elect four directors, hold a non-binding advisory vote on named executive officer compensation, and ratify PricewaterhouseCoopers LLP as auditor for the fiscal year ending July 31, 2027. The virtual meeting is November 20, 2026; stockholders of record at close of business on September 21, 2026 may vote. Tod E. Carpenter, Pilar Cruz, Richard B. Lewis and first-time nominee Simon A. Meester are proposed for three-year terms; Ajita G. Rajendra is not standing for re-election.
Richard B. Lewis became president and CEO effective March 2, 2026, succeeding Tod E. Carpenter, who continued as Executive Chairman. For fiscal 2026, Donaldson reported approximately $3.9 billion in sales, an all-time high, and record adjusted diluted EPS of $3.98 ($4.04 excluding the Facet acquisition); it completed its largest acquisition, Facet Filtration. It paid $141 million in dividends, compared with $132 million in fiscal 2025, and repurchased 1.2% of shares outstanding for $108 million.
Following Mr. Lewis’s promotion, his annual base salary rose to $1,088,000 and his annual cash incentive target to 110% of base salary for the remainder of fiscal 2026. He received additional equity awards with aggregate grant-date fair value of $942,500, half in performance stock units for the fiscal 2026–2028 performance period and half in stock options.
Donaldson Company (DCI) director Jacinth C. Smiley acquired 268 common shares as a grant or award on October 2, 2026, bringing her directly held position to 8,540 shares.
Donaldson Co. director Trudy A. Rautio received a direct award of 336 common shares on October 2, 2026, at a reported price of $88.65 per share. Her reported direct holdings after the award were 28,541 shares.
Donaldson Co Inc. director James Owens acquired 268 shares of common stock through a grant or award on October 2, 2026. The transaction lists a price of 88.6500 per share. His direct holdings following the transaction were 23,261 shares; the transaction was an award-related acquisition rather than a market purchase.
Donaldson Co. Inc. director Christopher M. Hilger acquired 402 shares of common stock in a grant or award transaction on October 2, 2026. The reported per-share amount was $88.65. His direct holdings after the transaction were 16,692 shares. The transaction is reported as a grant or award, rather than a purchase or sale.
Donaldson Co Inc (DCI) Chief Financial Officer Bradley J. Pogalz received an award of 24,100 employee stock options on October 1, 2026, covering 24,100 shares of common stock at an exercise price of $87.76 per share. The options vest in three equal annual installments beginning October 1, 2027, and expire October 1, 2036. Same-date common-stock holdings listed 1,305 shares directly and indirect holdings of 48 and 893 shares, each described as held by a Benefit Plan Trust.
Donaldson Co. (DCI) reported that President Richard Brent Lewis was granted 84,200 employee stock options on October 1, 2026, with an exercise price of $87.76 per share and an expiration date of October 1, 2036. The options vest in three equal annual installments beginning October 1, 2027. His reported common-stock holdings on that date included 50,817 shares directly and indirect Benefit Plan Trust holdings of 844 and 2,110 shares.
Donaldson Co. (DCI) President Bart C. Driesen was granted employee stock options covering 12,800 common shares on October 1, 2026, at an exercise price of $87.76 per share. The options vest in three equal annual installments beginning October 1, 2027, and expire October 1, 2036. Separately, his reported direct common-stock position was 11,916 shares.
Donaldson Co Inc reported that Chief Human Resources Officer Darcy J. DeVincke received a grant of 10,400 employee stock options on October 1, 2026, with an exercise price of $87.76 per share. The options vest in three equal annual installments beginning October 1, 2027, and expire October 1, 2036. DeVincke’s reported option position after the grant was 10,400 options; separately, 3,994 common shares were held indirectly through the Benefit Plan Trust as of October 1, 2026.