Donaldson Inc SEC Filings

Donaldson Company, Inc. reports a diversified global filtration business with four regional splits: U.S./Canada 44.2%, EMEA 27.8%, APAC 17.2% and LATAM 10.8%. The company emphasizes three strategic priorities: extend market access, expand technologies and pursue strategic acquisitions. As of Jan 31, 2025, non-affiliate market value was $8,462,489,351 and 115,907,357 shares were outstanding as of Sep 12, 2025. Fiscal 2025 R&D spending was $87.8 million (2.4% of net sales). Backlog within 90 days declined to $552.2 million from $574.7 million. The company recorded $62.0 million of intangible impairment in FY2025 related to bioprocessing ($46.6M Univercells, $15.4M Solaris). During FY2025 it repurchased 4.9 million shares for $333.6 million and maintained a $600 million revolving credit facility with additional accordion capacity.

Guillermo Briseno, identified as an officer (President), reported transactions in Donaldson Company, Inc. (DCI) on 09/03/2025. He exercised 13,500 employee stock options with an exercise price of $28.00, producing 13,500 shares, and simultaneously sold 13,500 common shares at $79.03 per share. After these transactions the filing shows 25,309 shares beneficially owned directly.

The Form 4 notes the options were fully vested and lists an attorney-in-fact signature by Amy C. Becker dated 09/04/2025. The report is a single-person filing and discloses both the non-derivative share sale and the derivative exercise that generated the sold shares.

Form 144 notice for proposed sale of 13,500 common shares valued at $1,066,871.25. The filing states the shares will be sold through Morgan Stanley Smith Barney LLC on the NYSE around 09/03/2025. The shares were acquired on 09/03/2025 by exercise of options under a registered plan and payment was in cash.

Certain identifying details are not provided in the document text supplied: the filer name/CIK and the issuer name/address fields are blank in the extract. The filer represents they are not aware of undisclosed material adverse information and certifies the accuracy of the notice by signature. No securities were reported sold by the filer during the past three months in this filing.

Donaldson Company, Inc. (DCI) Form 4: Director Trudy A. Rautio reported option exercises and share dispositions on 08/28/2025. Ms. Rautio exercised 18,700 options at an exercise price of $28.43 and 13,200 options at $42.26, and then sold those same blocks at $79.96 per share. The transactions left her with 25,621 shares beneficially owned after a reported gift of 3,709 shares. The Form 4 notes the options were fully vested. The filing was signed by Amy C. Becker as attorney-in-fact on 09/02/2025.

Andrew C. Dahlgren, President and director of Donaldson Company, Inc. (DCI), reported option exercise and an offsetting sale on 08/28/2025. He exercised an employee stock option to acquire 3,000 shares at an exercise price of $28.00 per share and concurrently sold 3,000 shares at $81.96 per share. After these transactions the filing shows 7,504 shares owned directly. The filing notes the option was fully vested and that there are 0 derivative securities beneficially owned following the reported transactions. The Form 4 is signed by Amy C. Becker as attorney-in-fact on 09/02/2025.

Tod E. Carpenter, Chairman, President and CEO of Donaldson Company, Inc. (DCI), reported transactions on 08/28/2025 in a Form 4 filing. The report shows the exercise of 100,500 employee stock options with a $28.00 exercise price and the immediate sale of 100,500 shares at $80.62 each on the same date. Following these transactions, Mr. Carpenter beneficially owns 280,261 shares. The filing also lists 11,079 and 11,815 shares held indirectly by a Benefit Plan Trust. The Form 4 was signed by an attorney-in-fact on 09/02/2025. The filing is a routine insider exercise and sale disclosed under Section 16.

Donaldson Company, Inc. (DCI) insider transaction summary: Amy C. Becker, Chief Legal Officer and director, reported option exercise and a contemporaneous sale on 08/28/2025. She exercised 18,500 employee stock options at an exercise price of $28.00 per share (options were fully vested) and acquired 18,500 shares. Immediately, 18,500 shares were sold at $81.71 per share.

Following these transactions, Becker reports beneficial ownership of 63,145 shares before the sale and 44,645 shares after the sale; additional holdings include 8,547 and 1,564 shares held indirectly by a benefit plan trust. The Form 4 is filed individually and signed 09/02/2025.

Donaldson Company, Inc. (DCI) filed a Form 144 notifying the proposed sale of 3,000 common shares through Morgan Stanley Smith Barney LLC with an aggregate market value of $245,879.40. The filing shows the shares represent part of 116,519,946 shares outstanding and lists an approximate sale date of 08/28/2025 on the NYSE. The securities were acquired and are to be sold on 08/28/2025 via exercise of options under a registered plan, with payment made in cash. The filer reports no securities sold during the past three months and includes the customary attestation that no undisclosed material adverse information is known.

Donaldson Company, Inc. (DCI) notice of proposed sale reports an intended sale of 18,500 common shares, with an aggregate market value of $1,511,666.45, through Morgan Stanley Smith Barney on the NYSE with an approximate sale date of 08/28/2025. The filing states these shares were acquired the same day (08/28/2025) by exercise of options under a registered plan and that payment was made in cash. The filer reports no securities sold by the account in the past three months and includes the required representation that no undisclosed material adverse information about the issuer is known.