Robinson Scott J.

DCI CFO Robinson Scott J. sold 83,600 shares for $6,189,744.00 (blended avg $74.04) on 2024-09-27; reduced holdings 68.9%.

Robinson Scott J., Chief Financial Officer of Donaldson Co Inc, executed 2 separate sales totaling 83,600 shares for $6,189,744.00 at $74.04 per share on 2024-09-27, reducing his holdings from 121,302 shares to 37,702 shares—a 68.9% reduction in his position. The sale occurred near the company's 52-week high of $75.56 (stock currently at $73.70), and his prior DCI transactions show a 3-of-4 pattern of well-timed 90-day exits: his most recent DCI sale on 2024-07-02 yielded a 90-day return of +3.8%, but earlier sales on 2023-07-03 and 2024-03-18/19 were followed by declines of -4.5%, -2.2%, and -0.8% respectively. His cross-ticker track record across 4 prior sells shows a 90-day well-timed rate of 75.00%, indicating a historical pattern of selling before downturns. The substantial concentrated reduction in a $8.8B market-cap company with solid fundamentals (P/E 19.55, $113.5M net income on $927.9M revenue) and recent positive momentum (+1.3% over 30 days, +4.0% over 90 days) merits attention to whether this large liquidation signals confidence-related factors or other corporate considerations.

CFO Robinson Scott J. sold 37,600 shares of DCI at $70.97 ($2.7M), reducing holdings by 49.9% to 37.7K shares.

Robinson Scott J., Chief Financial Officer of Donaldson Co Inc, executed a substantial reduction in his equity stake on 2024-07-02, selling 37,600 shares (49.9% of pre-transaction holdings) at $70.97 for $2,668,472.00. His prior sales activity at DCI shows a 3 of 3 well-timed pattern: the 2024-03-19 and 2024-03-18 sales preceded 90-day declines (both -2.0% and -1.8% respectively in the 30-day window), and the 2023-07-03 sale was followed by a -4.5% 90-day return, indicating consistent execution before downside. Across his broader trading history, his cross-ticker track record shows a 100.00% well-timed rate on sells (3 prior sales with average 90-day return of -2.5%), suggesting a pattern of selling in advance of unfavorable price movement. The company trades at a P/E of 21.61 with $927.9M in latest quarterly revenue and 3.8% annual growth; the CFO's aggressive half-stake liquidation in a mid-cap industrial with moderate growth warrants attention to whether material business visibility has shifted.