DCI Insider Trading

Donaldson Company, Inc. (DCI) operates in the Industrials sector, specifically the Industrial - Machinery industry, with a market capitalization near $10.10B, listed on NYSE, employing roughly 15,500 people, carrying a beta of 0.87 to the broader market. Donaldson Company, Inc. Led by Richard Lewis, public since 1980-03-17.

In the last 12 months, Donaldson Company, Inc. insiders made 0 buy transactions and 8 sale transactions.

DateNameTypeSharesPriceValue
Oct 5, 2026Smiley Jacinth CA-Award268$88.65$23.8K
Oct 5, 2026Rautio Trudy A.A-Award336$88.65$29.8K
Oct 5, 2026Owens JamesA-Award268$88.65$23.8K
Oct 5, 2026Hilger Christopher M.A-Award402$88.65$35.6K
Oct 5, 2026Pogalz Bradley J.A-Award24,100$87.76$2.1M
Oct 5, 2026Lewis Richard BrentA-Award84,200$87.76$7.4M
Oct 5, 2026Driesen Bart C.A-Award12,800$87.76$1.1M
Oct 5, 2026DeVincke Darcy JA-Award10,400$87.76$912.7K
Oct 5, 2026CEBULLA ANDREW J.A-Award4,624$87.76$405.8K
Oct 5, 2026Becker Amy CA-Award14,800$87.76$1.3M

DCI Insider Activity by Quarter

Reported Form 4 and Form 5 lines under DCI's own SEC company ID, by transaction date, back to Q4 2024. Purchases and sales are code P / S (open market or private) in the company's shares; other lines are purchases and sales of other securities (options, warrants, preferred), awards, exercises, tax withholding, gifts and other acquisitions and dispositions. Later filings and amendments can change the current quarter. Earlier quarters are not shown: the filings read reach back to Oct 14, 2022, and a quarter counts only when every filing for it was read.

QuarterPurchasesBoughtSalesSoldOther Lines
Q4 2026 (so far)0N/A0N/A10
Q3 20260N/A2$3.2M19
Q2 20260N/A3$1.1M12
Q1 20260N/A1$730.7K27
Q4 20250N/A2$659.3K23
Q3 20250N/A8$16.3M31
Q2 20250N/A2$1.6M13
Q1 20250N/A5$5.6M33
Q4 20240N/A3$696.0K19

DCI Institutional Ownership (13F)

As of Jun 30, 2026 (Q2 2026), 629 institutions reported holding 105,109,223 DCI shares, valued at $9.44B as reported, 92.0% of its market cap (market cap of Jun 26, 2026). That is +18 institutions from the quarter before. Among managers whose reports for both quarters are comparable, 63 opened a position, 48 closed one, 217 added and 219 trimmed.

Top Holders, Q2 2026

ManagerSharesValueChange
BlackRock, Inc.11,941,762$1.07B+724,694
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO9,142,617$820.7MUnchanged
VANGUARD PORTFOLIO MANAGEMENT LLC6,523,217$585.6M+5,068
VANGUARD CAPITAL MANAGEMENT LLC5,249,585$471.3M+66,251
STATE STREET CORP5,031,135$451.6M+262,227
FMR LLC3,932,243$353.0M+103,238
GEODE CAPITAL MANAGEMENT, LLC3,120,304$280.2M-211,570
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2,782,815$249.8M-141,379
MORGAN STANLEY2,505,649$224.9M+96,084
Pictet Asset Management Holding SA2,305,723$207.0M+504,242

By Quarter

QuarterInstitutionsSharesValue
Q2 2026629105,109,223$9.44B
Q1 2026611101,233,081$8.59B
Q4 2025620102,782,533$9.10B
Q3 2025561100,577,814$8.23B
Q2 2025524102,461,767$7.07B
Q1 2025514102,553,333$6.90B
Q4 2024523102,375,801$6.90B
Q3 2024529100,677,464$7.42B
Q2 2024513103,903,874$7.43B

From the SEC's Form 13F data sets: investment managers with $100 million or more in Section 13(f) securities report their holdings each quarter, up to 45 days after it ends; a restated filing replaces the original, and values are as the managers reported them (a position whose price runs about 1,000 times below other managers', from a manager whose positions mostly do, is read as reported in thousands of dollars). The same shares can be reported by more than one manager, so totals can count some twice.

ETFs Holding DCI

FundWeight of DCIShares (as reported)Value (as reported)Source updated
VTI Vanguard Morningstar Total Stock Market ETF0.01%3,678,390$334.3MOct 7, 2026
VB Vanguard Morningstar Small-Cap ETF0.13%2,664,512$242.2MOct 7, 2026
VBR Vanguard Morningstar Small-Cap Value ETF0.23%1,692,309$153.8MOct 7, 2026
VXF Vanguard Extended Market ETF0.13%1,344,708$122.2MOct 7, 2026
SDY State Street SPDR S&P Dividend ETF0.44%1,041,485$91.6MOct 8, 2026
MDY State Street SPDR S&P MIDCAP 400 ETF Trust0.29%864,646$76.6MOct 8, 2026
SDVY First Trust SMID Cap Rising Dividend Achievers ETF0.67%830,265$72.4MOct 8, 2026
XMHQ Invesco S&P MidCap Quality ETF1.26%776,195$67.7MOct 8, 2026
VIG Vanguard Dividend Appreciation ETF0.05%655,580$59.6MOct 7, 2026
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF0.30%620,185$54.9MOct 8, 2026
VYM Vanguard High Dividend Yield ETF0.04%467,302$42.5MOct 7, 2026
IWR iShares Russell Mid-Cap ETF0.07%476,673$41.6MOct 8, 2026
DFAC Dimensional - US Core Equity 2 ETF0.04%439,328$39.6MOct 8, 2026
FVD First Trust Value Line Dividend Index Fund0.43%374,698$32.7MOct 8, 2026
SCHM Schwab U.S. Mid-Cap ETF0.21%348,041$31.4MOct 7, 2026

From each fund's latest holdings file on record that shows DCI's listed security itself. A file counts when its line count is consistent with the fund's reported holdings count (at most twice it plus 10, or at most 1,000 lines for a reported count of exactly 10, which the data source gives many funds as a cap), read with that file or inherited from the fund's last classified file (within 20% of its line count, read within 60 days). Funds whose line for the company could not be confirmed as DCI's listed security, or that hold it through underlying funds (look-through), are not listed. Only long positions count: a fund is left out when any of its lines for DCI reports a negative weight, share count or value, or none of them above zero (a short position, or figures that disagree). Shares, value and weight are as reported in each fund's file, dated by the data source's last update of that file (not the date of the positions); the weight is DCI's share of that fund.

DCI Congress Trades

Members of Congress and their households disclosed 9 transactions in DCI on file (3 purchases, 6 sales) by 1 member, the latest trade on Jun 18, 2026.

MemberChamberTypeAmountTradedDisclosed
Michael T. McCaul (R-TX-10)HouseSale$1,001 - $15,000Jun 18, 2026Jul 13, 2026
Michael T. McCaul (R-TX-10)HousePurchase$15,001 - $50,000Jan 23, 2025Feb 14, 2025
Michael T. McCaul (R-TX-10)HouseSale$1,001 - $15,000Aug 26, 2024Sep 18, 2024
Michael T. McCaul (R-TX-10)HouseSale$1,001 - $15,000Jan 17, 2024Feb 22, 2024
Michael T. McCaul (R-TX-10)HouseSale$1,001 - $15,000Jan 17, 2024Feb 22, 2024
Michael T. McCaul (R-TX-10)HousePurchase$15,001 - $50,000Nov 1, 2023Dec 14, 2023
Michael T. McCaul (R-TX-10)HousePurchase$15,001 - $50,000Nov 1, 2023Dec 14, 2023
Michael T. McCaul (R-TX-10)HouseSale$1,001 - $15,000May 4, 2023Jun 22, 2023
Michael T. McCaul (R-TX-10)HouseSale$1,001 - $15,000May 4, 2023Jun 22, 2023

From the periodic transaction reports members of the Senate and the House file under the STOCK Act, within 45 days of a trade (some file later); amounts are the ranges the reports give (a few give an exact amount), and a transaction a later report lists again is counted once. On file: House reports disclosed from Apr 10, 2023 through Oct 13, 2026; Senate reports disclosed from Jan 30, 2014 through Oct 7, 2026. The party is the member's on the trade date. A trade is listed under the company that traded under its ticker on the trade date (dated from Feb 1, 2021, unless the filing describes another company of ours; before that, only when the filing's description of the security is the company's name).

How to Read DCI Insider Activity

Net insider sentiment skews to the sell side over the trailing twelve months: 8 sales versus 0 buys. Insider sales carry less informational weight than buys because they are often driven by liquidity, tax planning, or pre-scheduled Rule 10b5-1 trading plans rather than negative information. The transaction type alone does not say whether a sale was made on the open market or privately, or under a 10b5-1 plan; the filing's plan checkbox and footnotes do. The transaction table above includes the filer's reporting name, transaction type, share count, per-share price, and total dollar value where computable. For options traders, insider activity is one input to event-driven sizing alongside earnings calendar, analyst-rating cluster moves, and the implied-vol surface. Form 4 filings (the dominant Section 16 reporting form) must be submitted within two business days of the transaction; clusters of buys across multiple insiders within a short window are the strongest informational pattern. SEC EDGAR carries the underlying source filings for verification and additional historical depth.

Learn how insider trading is reported and how to read the data →

Frequently asked DCI insider trading questions

How active are DCI insiders right now?
Over the trailing twelve months, Donaldson Company, Inc. (DCI) insiders made 0 buy transactions and 8 sale transactions. Net insider sentiment over the trailing twelve months tilts to the sell side (8 sales vs 0 buys). The transaction list above shows the most recent filings; each entry includes the insider's name, transaction type, share count, and per-share price.
What counts as an insider transaction?
Section 16 of the Securities Exchange Act requires officers, directors, and 10% beneficial-owner shareholders to disclose changes in their holdings via Form 3 (initial statement), Form 4 (subsequent transactions, filed within two business days), and Form 5 (annual catch-up). Insider transactions cover open-market purchases and sales, exercise of stock options, gifts, and grants. The "transaction type" field on each row distinguishes these subcategories.
Are DCI insider buys a bullish signal?
Insider purchases (Type P, made on the open market or privately; the code covers both) carry more informational weight than insider sales: an insider must commit personal capital, and the SEC scrutinizes purchases under Rule 10b5-1 for material non-public information. Sales, by contrast, are often driven by liquidity, tax planning, or pre-scheduled 10b5-1 trading plans rather than negative information. Cluster buying (multiple insiders buying within a short window) is a stronger signal than isolated buys.
How do DCI insider transactions affect options pricing?
Insider transaction data does not directly drive implied volatility, but Form 4 disclosures can move single-name IV if the size or timing is unusual (e.g. a large CEO buy ahead of an earnings window). Options markets price the marginal informational content; routine transactions under pre-scheduled plans are typically ignored. For event-driven options sizing, pair the insider transaction history with the upcoming earnings calendar.