Congress trades
Donaldson Company, Inc. (DCI)
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About Donaldson Company, Inc.
from the company's filings and listing, as of Oct 23, 2026- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Chief executive
- Richard Lewis
- Employees
- 15,500
- Listed since
- -
- Market value
- $10.0B
- Price to earnings (12 mo)
- 22.0
- Net income per share, as reported (12 mo)
- $3.92
- Dividend yield
- 1.44%
Earnings
6 reported quarters · next on Dec 3, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q4 FY2026reported Aug 26, 2026 | $1.15 | $1.13 | $1.1B | $1.0B | EPS beatRevenue in line |
| Q3 FY2026reported Jun 2, 2026 | $1.06 | $1.05 | $995.1M | $973.6M | EPS in lineRevenue beat |
| Q2 FY2026reported Feb 26, 2026 | $0.83 | $0.90 | $896.3M | $898.7M | EPS missRevenue in line |
| Q1 FY2026reported Dec 4, 2025 | $0.94 | $0.92 | $935.4M | $922.9M | EPS beatRevenue in line |
| Q4 FY2025reported Aug 27, 2025 | $1.03 | $1.02 | $980.7M | $951.5M | EPS in lineRevenue beat |
| Q3 FY2025reported Jun 3, 2025 | $0.99 | $0.95 | $940.1M | $933.4M | EPS beatRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2026 · proxy filed Oct 6, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Tod E. CarpenterExecutive Chairman | $1.0M | $3.2M | $4.6M | $8.9M |
| Richard B. LewisPresident and Chief Executive Officer | $883K | $1.6M | $2.7M | $5.2M |
| Bradley J. PogalzChief Financial Officer | $540K | $624K | $1.8M | $3.0M |
| Bart DriesenPresident, Mobile Solutions | $577K | $402K | $1.1M | $2.1M |
| Amy C. BeckerChief Legal Officer and Corporate Secretary | $548K | $443K | $938K | $1.9M |
The summary compensation table from the proxy statement for fiscal 2026, with titles as filed then. 2 executives who have since left the company are named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $1.1B | 11,941,762 | +6.5% | 10.31% |
| State Farm Mutual Automobile Insurance Co | $820.7M | 9,142,617 | 0.0% | 7.90% |
| Vanguard Portfolio Management LLC | $585.6M | 6,523,217 | +0.1% | 5.63% |
| Vanguard Capital Management LLC | $471.3M | 5,249,585 | +1.3% | 4.53% |
| State Street Corp | $451.6M | 5,031,135 | +5.5% | 4.34% |
| FMR LLC | $353.0M | 3,932,243 | +2.7% | 3.40% |
| Geode Capital Management, LLC | $280.2M | 3,120,304 | -6.3% | 2.69% |
| Kayne Anderson Rudnick Investment Management LLC | $249.8M | 2,782,815 | -4.8% | 2.40% |
| Morgan Stanley | $224.9M | 2,505,649 | +4.0% | 2.16% |
| Pictet Asset Management Holding SA | $207.0M | 2,305,723 | +28.0% | 1.99% |
| Fuller & Thaler Asset Management, Inc. | $206.3M | 2,298,083 | +8.8% | 1.98% |
| Dimensional Fund Advisors LP | $183.3M | 2,041,534 | +2.7% | 1.76% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
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Congress trades in DCI
20 disclosures of 23 on record · median 33d of the 45 allowedSince the trade: the stock's move from its estimated entry price (a purchase) or estimated exit price (a sale) to its current price, the latest close we hold. Not the member's result.
| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Michael T. McCaul | Stock | Sale | $100,001 - $250,000 | -21.4% since the saleEstimated exit price $107.93, close on Wed Feb 18Current price $84.79, close on Fri Oct 23 | Feb 18, 2026 | Mar 10, 2026 | 20d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +14.8% since the saleEstimated exit price $73.89, close on Thu Aug 21, 2025Current price $84.79, close on Fri Oct 23 | Aug 21, 2025 | Sep 11, 2025 | 21d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | n/a | Aug 26, 2024 | Sep 16, 2024 | 21d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | n/a | Jan 17, 2024 | Feb 13, 2024 | 27d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | n/a | Nov 1, 2023 | Dec 9, 2023 | 38d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | n/a | May 4, 2023 | Jun 22, 2023 | 49d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | n/a | Dec 14, 2022 | Jan 19, 2023 | 36d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | n/a | Oct 17, 2022 | Nov 14, 2022 | 28d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | n/a | May 6, 2022 | Jun 14, 2022 | 39d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | n/a | Apr 14, 2022 | May 25, 2022 | 41d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | n/a | Apr 20, 2022 | May 25, 2022 | 35d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | n/a | Mar 10, 2022 | Apr 18, 2022 | 39d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | n/a | Mar 21, 2022 | Apr 18, 2022 | 28d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | n/a | Feb 15, 2022 | Mar 17, 2022 | 30d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | n/a | Feb 16, 2022 | Mar 17, 2022 | 29d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | n/a | Jan 28, 2022 | Feb 23, 2022 | 26d |
| Lois Frankel | Stock | Sale | $1,001 - $15,000 | n/a | Jan 11, 2022 | Feb 16, 2022 | 36d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | n/a | Dec 14, 2021 | Jan 27, 2022 | 44d |
| Kim SchrierJoint | Stock | Sale | $1,001 - $15,000 | n/a | Oct 28, 2021 | Nov 18, 2021 | 21d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | n/a | Dec 15, 2020 | Jan 25, 2021 | 41d |
Estimated prices are the stock's closing price on the trade date. A disclosure gives a value band, not the price paid. Not investment advice. After a sale a positive figure means the stock kept rising after it. On an option line the prices are the stock's, never the option's: the premium is never disclosed.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no prices or move are shown for that row.
Every Congress trade in DCI, filterable by party, chamber, type and account.
Questions
Which members of Congress have traded DCI?
Michael T. McCaul, Lois Frankel and Kim Schrier disclosed DCI transactions in the filings shown here.
How quickly are DCI trades disclosed?
Congressional disclosures took a median of 33 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 27, 2026.