DCI DONALDSON Co INC Insider Trading

Director James Owens sells 19,800 DCI shares for $1.8M across 4 transactions (blended avg $89.15/share), reducing holdings 46.7%.

James Owens, Director at Donaldson, executed 4 separate sales totaling 19,800 shares for $1,765,183.87 on April 10–14, 2026, at prices ranging from $88.82 to $89.21—near the current price of $89.24. The sales reduce his holdings from 42,365 shares to 22,565 shares, representing a -46.7% net change in his position. His cross-ticker track record shows 3 prior sells with an average 90-day return of +4.2% and a 66.67% well-timed rate, indicating modest historical success at capturing downturns; however, his 3 prior trades at DCI specifically show 2 of 3 well-timed at the 90-day mark, a more favorable pattern at this ticker. Post-transaction, the stock is -19.3% from its 52-week high ($110.57) and has posted +4.0% in the last 30 days, suggesting prices are near intermediate support. The narrative does not yet reveal whether these sales reflect conviction-driven positioning or routine portfolio adjustment; continued price action will clarify the timing signal within 90 days.

DCI President Guillermo Briseno sold 20,600 shares at $84.97 for $1.75M; current stock down 24.2% from 52-week high.

Guillermo Briseno, President of Donaldson, executed two separate sales totaling 20,600 shares for $1,750,382.00 at a blended average price of $84.97. This represented a 41.3% reduction in his holdings, from 49.9K shares to 29.3K shares post-transaction. The transaction price of $84.97 sits between the current price of $83.87 and the 52-week range midpoint, with the stock currently -24.2% from its 52-week high and -19.7% over the prior 30 days. Briseno's prior open-market sell at DCI in September 2025 at $84.97 also occurred before a rally (90-day return +11.6%), indicating his timing pattern at this ticker has not benefited from downside capture. The sale occurs in a company with modest fundamentals—2.9% annual revenue growth and a P/E of 25.65—with no disclosed catalyst or scheduled trading plan context to explain the execution timing.

Director Rajendra Ajita G sold 19,800 shares at $92.04 for $1,822,392.00; reduced stake by 31.0%.

Director Rajendra Ajita G executed 2 separate sales on 2025-12-05, selling a total of 19,800 shares at a blended average price of $92.04, reducing his holdings by 31.0% from 63,793 shares to 43,993 shares. The sales occurred at prices 0.30% above the current price of $91.76 and within 2.6% of the 52-week high of $94.16, representing execution near recent peaks. DCI's fundamentals show quarterly revenue of $935,400,000.00 and net income of $113,900,000.00, with a P/E of 27.72 and market cap of $10,583,294,399.12. While the director has 9 prior sells in his cross-ticker track record, the 2 prior DCI-specific sales in 2024 have outcomes not yet measurable, limiting pattern assessment at this ticker; no prior 90-day sell outcomes at DCI are documented as well-timed.

Briseno (President, DCI) sold 13,500 shares at $79.03; post-transaction holding 25,309 shares (-34.8% vs prior holdings).

Guillermo Briseno, President of Donaldson Co Inc, sold 13,500 shares at $79.03 on 2025-09-03, reducing his stake from 38,809 shares to 25,309 shares—a material 34.8% reduction in his prior holdings. The sale occurred near the top of the 52-week range ($59.18–$82.14), with the current price at $80.62 representing near-peak valuation. Against the company's fundamental backdrop—$940.1M quarterly revenue, $57.8M quarterly net income, P/E of 25.92, and 4.5% annual revenue growth—this substantial reduction in executive ownership is noteworthy. No prior transaction track record or scheduled trading plan information is present, meaning this represents a discretionary choice to divest at elevated valuation levels.

Director Rautio sold 31.9K shares at $79.96 on 2025-08-28 for $2,550,724, reducing stake by 55.5%

Director Trudy A. Rautio executed two separate sales totaling 31,900 shares for $2,550,724.00, which represents a 55.5% reduction in her post-transaction holdings from 57,521 shares down to 25,621 shares. The sales were executed at $79.96 per share, just 0.38% below the current price of $79.66 and near the 52-week high of $82.14. The magnitude of the reduction—more than half her holdings in a single filing—stands out against typical quarterly insider activity and warrants examination of whether additional context (such as a scheduled trading plan or personal circumstance) explains the transaction scale. Stock performance has been strong, with the 30-day return at +12.4% and 90-day return at +14.6%, though the P/E ratio of 25.61 suggests current valuation expectations are already elevated.

DCI Chief Legal Officer Becker sold 18,500 shares at $81.71 for $1.5M; post-sale holdings 44,645 shares (-29.3%)

Becker sold 18,500 shares (29.3% of prior holdings) at $81.71 on 2025-08-28, reducing her position from 63,145 to 44,645 shares. The transaction occurred near the 52-week high of $82.14 (within 3.0%), and notably, her prior sale at this same ticker on 2024-09-19 demonstrated a negative 90-day return of -6.3%, indicating well-timed selling behavior on that occasion. Her cross-ticker track record shows 1 prior sell with a 90-day well-timed rate of 100.00%, though the current DCI transaction timing characteristics cannot yet be evaluated. DCI trades at a P/E of 25.61 with revenue growth of 4.5% year-over-year, and the stock has risen 12.4% over 30 days and 14.6% over 90 days—context suggesting strong recent performance into which this sale was executed.

DCI CEO Carpenter sells 100,500 shares ($8.1M) at $80.62; holdings drop to 280.3K shares, stock now -3.0% from 52-week high after +12.4% in 30 days

Chairman, President and CEO Tod E. Carpenter sold 100,500 shares of DONALDSON Co Inc at $80.62 on 2025-08-28, reducing his holdings by -26.4% to 280,261 shares. The sale occurred after the stock appreciated +12.4% over the prior 30 days and +14.6% over 90 days, placing the current price $79.66 at -3.0% from the 52-week high of $82.14. Carpenter's prior 2 measurable sales at DCI both posted negative 90-day returns (-6.4% and -5.8%), meeting the well-timed threshold for sells at this ticker. However, his broader cross-ticker track record shows 5 prior sells with an average 90-day return of -6.1% and a well-timed rate of 100%, indicating consistent accuracy in sell timing across multiple securities. The timing of this sale—near the stock's 52-week highs following a sustained rally—aligns with his historical pattern but provides no quantifiable outcome yet.

DCI CEO Carpenter sold 60,000 shares across 3 days for $4,293,365.99; 90d track record shows 100% well-timed sells.

Carpenter Tod E., Chairman, President and CEO of Donaldson, sold 60,000 shares in three separate transactions on 2025-07-08 through 2025-07-10 at an average price of $71.56, reducing his holdings by 17.6% from 340,261 to 280,261 shares. His cross-ticker track record demonstrates a 100.00% well-timed sell rate over the 90-day period following prior open-market sales, with his two prior trades at DCI itself (2024-09-23 and 2024-09-20) also showing negative 90-day returns of -6.4% and -5.8% respectively. The current stock price of $71.62 sits near the three-day transaction average of $71.56 and is -8.5% from the 52-week high of $78.27, providing context for the sale's pricing relative to recent equity performance.

Owens James (Director) sold 18,700 shares of DCI at $62.02 on 2025-04-10, reducing stake by -48.0%; stock has declined -19.0% from 52-week high.

James Owens, a Director, sold 18,700 shares at $62.02 on 2025-04-10, reducing his holdings by -48.0% from 38,946 to 20,246 shares in a $1,159,774.00 transaction. The stock has since fallen -19.0% from the 52-week high of $78.27, currently trading at $63.41. His prior two sales at DCI (September 2024) were both well-timed at the 90-day mark, with negative subsequent returns of -1.1% and -0.7%, establishing a pattern where he sold before declines. The company's fundamentals appear stable with $870.0M quarterly revenue, $95.9M net income, and 18.12 P/E, though annual revenue growth is modest at +4.5%. The timing of this substantial 48% reduction in his holdings, combined with the subsequent price decline and his track record of well-timed exits at this ticker, warrants attention to whether similar downside momentum may persist.

President SCALF sells 28,500 shares (50.1% of holdings) at $69.22; stock down 0.5% in 30d, -12.8% from 52w high.

Thomas R. Scalf, President of Donaldson Co, sold 28,500 shares for $1,972,770.00 on 2025-03-17 at $69.22, reducing his holdings by half from 56,834 to 28,334 shares. The sale occurred when the stock trades at $68.22 (0.5% lower over 30 days) and 12.8% below its 52-week high of $78.27. At the same ticker, Scalf's prior two measurable sales (2024-03-04 and 2024-03-01) produced positive 90-day returns of +0.8% and +2.2% respectively, indicating the stock subsequently rose after those sells; his timing record at DCI is 0 of 2 well-timed over the 90-day window. The company reports $870.0M revenue (latest quarter) and a P/E of 19.49, suggesting modest valuation at current levels.