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.
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 director insider transactions disclosed
Director Christopher M. Hilger reported acquiring Donaldson Company common stock and stock options on January 2, 2026. He acquired 375 shares of common stock at $89.93 per share and 900 shares at $0, and held 15,342 shares directly after these transactions.
Hilger was also granted a stock option for 3,000 shares of 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 on January 2, 2027, and he held 3,000 derivative securities directly after the reported transaction.
Donaldson Company director reports stock and option awards
A director of Donaldson Co Inc reported receiving 900 shares of common stock on January 2, 2026 at a stated price of $0, bringing the director's directly held stake to 16,747 common shares. On the same date, the director was granted a stock option for 3,000 shares of common stock with an exercise price of $89.93 per share and no separate option purchase price.
The option covers 3,000 underlying common shares, becomes exercisable in three equal annual installments starting January 2, 2027, and carries an expiration date of January 2, 2036. All reported holdings and awards are listed as directly owned by the reporting person.
An insider of issuer DCI has filed to sell common shares under Rule 144. The notice covers the planned sale of 11,000 common shares through Morgan Stanley Smith Barney LLC on or about 01/02/2026 on the NYSE, with an aggregate market value of 988,049.70. The shares were acquired on 01/02/2026 by exercising options under a registered plan, with cash payment made on 12/30/2025. The issuer reports 115,336,687 shares of this class outstanding.
Donaldson Company director reports new stock and option awards. Director Daniel P. Shine acquired 100 shares of Donaldson Company common stock on December 8, 2025, reported at a price of $0, bringing his directly held common shares to 100 after the transaction. On the same date, he was also granted a stock option to buy 200 shares of common stock at an exercise price of $91.76 per share, expiring on December 8, 2035.
The option vests in three equal annual installments beginning on December 8, 2026, meaning the right to exercise is spread over three years. Following these awards, Shine directly holds 200 stock options in addition to the 100 common shares.
Donaldson Company’s chief financial officer reported routine equity transactions in company stock. On 12/09/2025, the officer exercised 1,000 employee stock options at an exercise price of $28 per share, receiving an equal number of common shares. That same day, the officer sold 566 shares of Donaldson common stock at a price of $91.57 per share.
Following these transactions, the officer directly owned 434 shares of Donaldson common stock and also held additional shares indirectly through a benefit plan trust, as noted in the filing. The filing is a standard Form 4, which discloses changes in ownership by company insiders so investors can see how key executives are managing their personal stakes.
A holder of DCI common stock filed a notice of planned sales under Rule 144. The filer plans to sell 566 common shares through Morgan Stanley Smith Barney LLC on the NYSE, with an indicated aggregate market value of $51,829.24. The shares relate to an exercise of options under a registered plan, acquired and paid for in cash on 12/09/2025. For context, the notice cites 115,336,687 common shares outstanding for the issuer.
Donaldson Company director reports stock option exercises and sales
On 12/05/2025, a director of Donaldson Company (DCI) exercised stock options and sold an equivalent number of common shares. The director exercised 13,200 options at an exercise price of $42.26 per share and 6,600 options at $48.96 per share, receiving common stock in each case. On the same date, the director sold 13,200 shares and 6,600 shares of common stock at a sale price of $92.04 per share.
After these transactions, the director directly owned 43,993 shares of Donaldson common stock. The stock options exercised, covering 19,800 underlying shares in total, were described as fully vested, and the remaining balance for those specific option grants is now reported as zero.
An affiliate of DCI has filed a Form 144 notice to sell 19,800 shares of common stock through Morgan Stanley Smith Barney LLC on or around 12/05/2025 via the NYSE. The filing lists an aggregate market value of 1,822,372.20 for the planned sale, compared with 115,336,687 shares outstanding of the same class. The shares were acquired on 12/05/2025 by exercising stock options under a registered plan, with the purchase price paid in cash on the same date. The seller represents that they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.
Donaldson Company, Inc. reported stronger quarterly results for the three months ended October 31, 2025. Net sales rose to $935.4 million from $900.1 million, helped by pricing, modest volume growth and an $11.9 million foreign currency tailwind. Net earnings increased to $113.9 million from $99.0 million, and diluted EPS grew to $0.97 from $0.81.
Gross margin eased slightly to 35.2%, but operating margin improved as selling, general and administrative expense leveraged lower versus sales, research and development spending declined, and the company recorded a $9.3 million gain on sale of fixed assets tied to footprint optimization. Life Sciences revenue grew 13.1% and moved from a loss to a 9.2% pre-tax margin, while Mobile Solutions posted higher earnings; Industrial Solutions saw margin pressure from mix and higher costs.
Operating cash flow strengthened to $125.4 million from $72.9 million, supporting $91.9 million of share repurchases, $34.7 million of dividends and higher cash on hand of $210.7 million. Total debt rose modestly to $678.0 million, and the company retained $491.6 million of capacity on its $600.0 million revolving credit facility.
Donaldson Company, Inc. reported that it has released its financial results for the quarter ended October 31, 2025. The company announced these quarterly results through a press release dated December 4, 2025, which is attached as an exhibit to this report. This update informs investors that detailed financial and operating information for the quarter is now publicly available in that press release.