SCALF THOMAS R

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.

President Scalf sells 29,500 DCI shares at $68.89; reduces holding by 51.0% post-transaction to 28,334 shares

SCALF THOMAS R, as President of Donaldson Co, sold 29,500 shares (29.5K shares) at $68.89 on 2025-02-28 for $2,032,255.00 ($2.0M), cutting his position by 51.0% from 57,834 shares (57.8K shares) to 28,334 shares (28.3K shares). At the transaction price of $68.89, DCI's current price of $68.76 is nearly unchanged, though the stock is -12.2% from its 52-week high and down 5.4% over 90 days. Scalf's prior two sales at DCI both posted positive 90-day returns (1.5% and 5.0%), meaning the stock rose after those sales—a pattern of poorly-timed exits. This transaction represents a material reduction in a senior executive's stake, warranting attention to whether it reflects a shift in conviction or is part of a pre-planned divestment strategy.