Donaldson (NYSE: DCI) CFO exercises options, covers costs with stock
Rhea-AI Filing Summary
DONALDSON Co INC (DCI) reported that Chief Financial Officer Bradley J. Pogalz exercised employee stock options for 3,000 shares at an exercise price of $42.72 per share, receiving 3,000 shares of common stock. On the same date, 2,129 shares of common stock were delivered or withheld at $91.84 per share for payment of exercise price or tax liability, resulting in a net acquisition of 871 shares. The exercised option position is now fully vested and exhausted, and he also reports indirect holdings of 47 and 888 shares of common stock held by a Benefit Plan Trust.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 871 shares
Net Buy
5 txns
Insider
Pogalz Bradley J.
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Employee Stock Option (right to buy) F1 | 3,000 | $0.00 | $0.00 |
| Exercise | Common Stock | 3,000 | $42.72 | $128K |
| Exercise Price or Tax Liability | Common Stock | 2,129 | $91.84 | $196K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Employee Stock Option (right to buy) — 0 shares (Direct);
Common Stock — 1,305 shares (Direct);
Common Stock — 47 shares (Indirect, By Benefit Plan Trust.);
Common Stock — 888 shares (Indirect, By Benefit Plan Trust)
Footnotes (1)
- F1. Fully vested
Key Figures
Options exercised: 3,000 shares of Employee Stock Option (right to buy)
Option exercise price: $42.72 per share
Shares delivered/withheld for exercise price or tax liability: 2,129 shares of Common Stock
+4 more
7 metrics
Options exercised
3,000 shares of Employee Stock Option (right to buy)
Exercised on 2026-08-27
Option exercise price
$42.72 per share
Exercise price for 3,000 options into common stock
Shares delivered/withheld for exercise price or tax liability
2,129 shares of Common Stock
Code F transaction on 2026-08-27 at $91.84 per share
Price for exercise price or tax liability shares
$91.84 per share
Applied to 2,129 shares delivered or withheld
Net shares acquired from exercise
871 shares of Common Stock
3,000 shares received minus 2,129 shares delivered/withheld
Indirect holdings (Benefit Plan Trust)
47 shares of Common Stock
Indirect ownership by Benefit Plan Trust
Additional indirect holdings (Benefit Plan Trust)
888 shares of Common Stock
Indirect ownership by Benefit Plan Trust
Key Terms
Employee Stock Option (right to buy), Exercise or conversion of derivative security, Payment of exercise price or tax liability by delivering or withholding securities, Benefit Plan Trust
4 terms
Employee Stock Option (right to buy) financial
"security_title: "Employee Stock Option (right to buy)""
Exercise or conversion of derivative security financial
"transaction_code_description: "Exercise or conversion of derivative security""
Payment of exercise price or tax liability by delivering or withholding securities financial
"transaction_code_description: "Payment of exercise price or tax liability by delivering or withholding securities""
Benefit Plan Trust financial
"nature_of_ownership: "By Benefit Plan Trust""
FAQ
What transactions did DCI CFO Bradley J. Pogalz report on this Form 4?
Bradley J. Pogalz exercised 3,000 employee stock options at $42.72 per share, receiving 3,000 DCI common shares, and 2,129 shares were delivered or withheld at $91.84 per share for payment of exercise price or tax liability, resulting in a net acquisition of 871 shares.
What was the option exercise price reported for DCI on this Form 4?
The employee stock options exercised by Bradley J. Pogalz had an exercise price of $42.72 per share for 3,000 shares of DONALDSON Co INC (DCI) common stock.
What indirect DCI holdings does the CFO report in this Form 4?
Bradley J. Pogalz reports indirect ownership of DCI common stock of 47 shares and 888 shares, each held by a Benefit Plan Trust, in addition to his directly held shares.
AI-generated analysis. How Rhea-AI works. Not financial advice.
