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 the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Michael T. McCaul | Stock | Sale | $100,001 - $250,000 | -21.4%After the saleS&P 500 +10.7% · -32.1 pts vs S&P 500 | Feb 18, 2026 | Mar 10, 2026 | 20d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +14.8%After the saleS&P 500 +19.6% · -4.8 pts vs S&P 500 | Aug 21, 2025 | Sep 11, 2025 | 21d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +13.3%After the saleS&P 500 +35.5% · -22.3 pts vs S&P 500 | Aug 26, 2024 | Sep 16, 2024 | 21d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +34.9%After the saleS&P 500 +60.9% · -26.1 pts vs S&P 500 | Jan 17, 2024 | Feb 13, 2024 | 27d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | +46.7%S&P 500 +79.9% · -33.2 pts vs S&P 500 | Nov 1, 2023 | Dec 9, 2023 | 38d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +33.5%After the saleS&P 500 +87.7% · -54.3 pts vs S&P 500 | May 4, 2023 | Jun 22, 2023 | 49d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +41.7%After the saleS&P 500 +90.3% · -48.6 pts vs S&P 500 | Dec 14, 2022 | Jan 19, 2023 | 36d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +62.9%S&P 500 +107.3% · -44.4 pts vs S&P 500 | Oct 17, 2022 | Nov 14, 2022 | 28d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +68.7%S&P 500 +84.8% · -16.1 pts vs S&P 500 | May 6, 2022 | Jun 14, 2022 | 39d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +68.1%S&P 500 +73.6% · -5.5 pts vs S&P 500 | Apr 14, 2022 | May 25, 2022 | 41d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +61.2%S&P 500 +70.9% · -9.7 pts vs S&P 500 | Apr 20, 2022 | May 25, 2022 | 35d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +65.9%S&P 500 +78.6% · -12.7 pts vs S&P 500 | Mar 10, 2022 | Apr 18, 2022 | 39d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +60.3%S&P 500 +70.4% · -10.2 pts vs S&P 500 | Mar 21, 2022 | Apr 18, 2022 | 28d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +56.2%S&P 500 +70.3% · -14.1 pts vs S&P 500 | Feb 15, 2022 | Mar 17, 2022 | 30d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +56.2%S&P 500 +70.1% · -13.9 pts vs S&P 500 | Feb 16, 2022 | Mar 17, 2022 | 29d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +54.4%After the saleS&P 500 +72.0% · -17.5 pts vs S&P 500 | Jan 28, 2022 | Feb 23, 2022 | 26d |
| Lois Frankel | Stock | Sale | $1,001 - $15,000 | +45.2%After the saleS&P 500 +61.8% · -16.6 pts vs S&P 500 | Jan 11, 2022 | Feb 16, 2022 | 36d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +44.8%After the saleS&P 500 +64.0% · -19.2 pts vs S&P 500 | Dec 14, 2021 | Jan 27, 2022 | 44d |
| Kim SchrierJoint | Stock | Sale | $1,001 - $15,000 | +41.2%After the saleS&P 500 +65.8% · -24.6 pts vs S&P 500 | Oct 28, 2021 | Nov 18, 2021 | 21d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +50.6%S&P 500 +105.7% · -55.1 pts vs S&P 500 | Dec 15, 2020 | Jan 25, 2021 | 41d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
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 since-the-trade figure is computed from them.
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 26, 2026.