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🇺🇸 SECGraco Inc.Doubao · 实盘不做把握 9/10不做原因:无增量信息
北京时间·🕒 发布 20:30:07·⟳ 抓取 20:30:28 +21s·⚡ 决策 09-14 21:04:16 +33m48s·43.2 天前

Graco 任命 Donaldson CEO Richard B. Lewis 为新任外部董事(12月3日生效),属例行董事会增补

8-K Item 5.02 仅为增补一名外部(独立)董事,生效日在约三个月后,标准董事薪酬,不改变控制权、管理层、战略、客户或资本配置,对未来盈利/现金流零增量,不构成可交易催化;不满足任何做多或做空方向。

📄 原文Graco Inc.↗ 原文
----- d127483d8k.htm ----- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REP…
不做 Graco Inc.(GGG.US)
例行外部董事任命(Item 5.02),无控制权、管理层、战略、资本配置或财务增量,方向中性且无 edge;不做多也无任何做空催化
不做 Donaldson Company, Inc.(DCI.US)
其在任 CEO 兼任 Graco 外部董事属个人正常董事职务,对 Donaldson 无经营或财务影响,不构成事件标的
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

Graco 增补 Donaldson CEO Richard Lewis 为外部董事并安排进审计委员会,是例行董事会人事备案,无财务或战略增量,方向中性,无可交易标的。

🔎 新鲜度:最早出现 2026-09-11 · 扩散 low · price-in 风险 low ↗ ↗

主要风险

  • 若后续披露显示该任命伴随董事长/CEO 更替、控制权或重大治理冲突,需重评;当前 8-K 文本无此类信息

反向证据

  • 做多前查反向 · 来源 filing · 日期 2026-09-14 · 影响 invalidates
    8-K 全文仅为外部董事增补+审计委员会席位+标准薪酬,无任何可作为做多催化的增量信息
    检索:Graco 8-K Item 5.02 是否伴随控制权变更、管理层变动、特殊薪酬或战略信号 原文 ↗

先例如何影响了这次决策

对本次决策的影响:确认 AVOID:不依据任何价格先例,仅凭事件本身零增量即判定不做

方向:无方向性先例需求:例行外部董事任命属常规治理事件,不产生盈利/估值增量,不具备做多或做空催化,故不构建事件研究面板

涨幅量级:不适用——无交易方向,无需校准幅度

形态:不适用

工具执行结果 · 成功 1 · 降级 0 · 失败 0 · 取消 0
  1. search_processed_events 成功 stock_tools HTTP · 83 ms
    {"result": "search_processed_events:agent query=`donaldson ceo richard lewis graco board audit committee | graco 8-k item 5.02 richard b. lewis director appointment december 2026 | graco inc ggg appoints richard lewis board direc`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agen

原文全文

展开原文 · 5,532 字
----- d127483d8k.htm -----
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
September 11, 2026
Graco Inc.
(Exact name of registrant as specified in charter)
Minnesota
001-09249
41-0285640
(State or other Jurisdiction
of Incorporation)
(Commission
File Number)
(I.R.S. Employer
Identification No.)
88 - 11th Avenue Northeast
Minneapolis
,
Minnesota
55413
(Address of principal executive offices)
(Zip Code)
(612)
623-6000
Registrant’s telephone number, including area code
Not Applicable
(Former name or former address if changed since last report.)
Check the appropriate box below if the Form
8-K
filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule
14a-12
under the Exchange Act (17 CFR
240.14a-12)
☐
Pre-commencement
communications pursuant to Rule
14d-2(b)
under the Exchange Act (17 CFR
240.14d-2(b))
☐
Pre-commencement
communications pursuant to Rule
13e-4(c)
under the Exchange Act (17 CFR
240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading
Symbol(s)
Name of each exchange
on which registered
Common Stock
GGG
The New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule
12b-2
of the Securities Exchange Act of 1934
(§240.12b-2
of this chapter). Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 5.02.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
On September 11, 2026, the Board of Directors (the “Board”) of Graco Inc. (the “Company”) appointed Mr. Richard B. Lewis to serve as a director of the Company, effective December 3, 2026. Mr. Lewis was appointed to the class of directors whose terms expire at the 2027 annual meeting of shareholders of the Company.
Mr. Lewis has been appointed to serve on the Board’s Audit Committee, effective December 3, 2026. In connection with his appointment, Mr. Lewis will be receiving the standard director compensation as referenced in our Proxy Statement for the 2026 Annual Meeting.
Item 9.01.
Financial Statements and Exhibits.
(d)
Exhibits
99.1
Press Release dated September 11, 2026.
104
Cover Page Interactive Data File (included within the Inline XBRL document).
Signature
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
GRACO INC.
Date:
September 14, 2026
By:
/s/ Joseph James Humke
Joseph James Humke
Its: Executive Vice President, General Counsel and Corporate Secretary

----- d127483dex991.htm -----
EX-99.1
2
d127483dex991.htm
EX-99.1
EX-99.1
Exhibit 99.1
Graco Inc. Appoints Richard B. Lewis to the Board of Directors
September 11, 2026
MINNEAPOLIS--(BUSINESS WIRE)--Sep. 11,
2026-- Graco Inc.
(NYSE:GGG)
announced today that Richard B. Lewis has been appointed as a member of the company’s Board of Directors, effective December 3, 2026.
Mr. Lewis is President and Chief Executive Officer of Donaldson Company, Inc.
(NYSE: DCI)
, a leading worldwide provider of innovative filtration
products and solutions, a role he has held since March 2026. He also serves on its board of directors. Previously, he was Donaldson’s Chief Operating Officer and held a broad range of senior leadership roles across the organization, including
overseeing global operations and serving as President of its Mobile Solutions and Life Sciences businesses. Mr. Lewis holds a bachelor’s degree in industrial engineering from the University of Louisville and a Master of Business Administration
from Indiana University-Purdue University Indianapolis.
“Rich’s operational and commercial experience and his successful track record in
senior leadership positions at a public manufacturing company make him an excellent fit for the Graco Board. He has played an integral role in developing and executing successful strategies in a global organization,” said J. Kevin Gilligan,
Graco’s Chairman of the Board. “On behalf of our Board and Directors, I am pleased to welcome Rich to Graco.”
Mr. Lewis will serve on
the company’s Audit Committee.
ABOUT GRACO
Graco Inc. supplies technology and expertise for the management of fluids and coatings in both industrial and commercial applications. It designs, manufactures
and markets systems and equipment to move, measure, control, dispense and spray fluid and powder materials. A recognized leader in its specialties, Minneapolis-based Graco serves customers around the world in the manufacturing, processing,
construction, and maintenance industries. For additional information about Graco Inc., please visit us at
www.graco.com
.
View source version on
businesswire.com:
https://www.businesswire.com/news/home/20260911411616/en/
FOR FURTHER INFORMATION:
Meredith Sobieck, 763-353-1498
Meredith_A_Sobieck@graco.com
Source: Graco Inc.

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