Donaldson (DCI) Form 4: Smiley Purchases Additional Shares

Rhea-AI Filing Summary

Donaldson Company, Inc. (DCI) – Form 4 insider transaction: Director Jacinth C. Smiley reported the acquisition of 316 shares of Donaldson common stock on 07 July 2025 at a price of $71.26 per share. Following this transaction, Smiley’s direct ownership stands at 6,178 shares. No derivative securities were involved and there were no disposals. The filing was submitted on 08 July 2025 by Attorney-in-Fact Amy C. Becker.

Insights

Insider Transactions Analyst

TL;DR: Small director purchase (316 shares) — modest confidence signal, immaterial to DCI’s valuation; neutral impact on stock.

The reported acquisition increases Director Smiley’s direct holdings by roughly 5.4% (from 5,862 to 6,178 shares), but the dollar value (≈ $22.5 k) is negligible relative to Donaldson’s market capitalization. There is no indication of a preset 10b5-1 plan, suggesting discretionary buying, which can be read as a mild vote of confidence. However, the size is too small to influence institutional sentiment or valuation models. No sales or derivative transactions accompany the purchase, and ownership remains well below any threshold that would alter control dynamics. Overall, this is a routine Form 4 with limited market impact.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Smiley Jacinth C

(Last) (First) (Middle)

1400 WEST 94TH STREET

(Street)

BLOOMINGTON MN 55431

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
DONALDSON Co INC [ DCI ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
07/07/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	07/07/2025		A		316	A	$71.26	6,178	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

	Amy C. Becker, Attorney-in-Fact for Jacinth C. Smiley	07/08/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

How many Donaldson (DCI) shares did Director Jacinth C. Smiley buy on 07-Jul-2025?

316 shares of common stock were acquired.

What price was paid for the DCI shares in the latest Form 4 filing?

The shares were acquired at $71.26 per share.

What is Director Smiley’s total direct ownership in DCI after the purchase?

Smiley now holds 6,178 directly owned shares.

Were any derivative securities reported in this Form 4 filing for DCI?

No; the filing shows no derivative securities acquired or disposed.

Does the transaction involve a 10b5-1 trading plan?

The check box for Rule 10b5-1(c) was not marked, indicating it was not under a preset plan.