Owens James 4

What Happened
James Owens, a director of Donaldson Co. (DCI), exercised stock options and then sold the underlying shares in open-market transactions over April 10–14, 2026. He exercised a total of 19,800 shares (multiple option tranches) by paying $880,968 in strike costs and sold all 19,800 shares for total gross proceeds of $1,765,183 — yielding roughly $884,215 in net proceeds. Footnote indicates the options exercised were fully vested.

Key Details

• Transaction dates & prices (exercise → sale):
  • 2026-04-10: 126 shares exercised @ $42.26 (cost $5,325) → sold @ $88.82 (proceeds $11,191)
  • 2026-04-13: 5,921 shares exercised @ $42.26 (cost $250,221) → sold @ $89.02 (proceeds $527,087)
  • 2026-04-14: 7,153 shares exercised @ $42.26 (cost $302,286) → sold @ $89.21 (proceeds $638,119)
  • 2026-04-14: 6,600 shares exercised @ $48.96 (cost $323,136) → sold @ $89.21 (proceeds $588,786)
• Total exercised: 19,800 shares; total exercise cost $880,968. Total shares sold: 19,800; gross sale proceeds $1,765,183; approximate net proceeds ~$884,215.
• Footnote: F1 — options were fully vested.
• The filing was submitted 2026-04-14 covering trades dated 2026-04-10 to 04-14. The provided excerpt does not show "owned following" share count or a late-filing flag.

Context

• These transactions are effectively cashless exercises: Owens exercised vested options and immediately sold the resulting shares in the open market, a common way to cover strike costs and taxes rather than a straightforward buy/hold signal. This type of activity is typically routine for option holders and does not by itself indicate long-term sentiment.