Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CUMMINS INCCMI · Entity 2961 | Director | May 12, 2026 | May 13, 2026 |
| LENNOX INTERNATIONAL INCLII · Entity 3415 | Director | May 21, 2026 | May 26, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CUMMINS INC
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | IndirectBy Trust | 5,537.1377 |
Reported balance
After 2026-05-12 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 306 · Balance 5,537.1377 F1: Includes 4.4449 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 4.4449 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4.
LENNOX INTERNATIONAL INC
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, Par Value $0.01 Per ShareSEC Table I · non-derivative | Direct | 7,253 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 343 · Balance 7,253 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Dell Technologies Inc.
Report date June 30, 2020 · Filed July 02, 2020
Section 16 reporting ended · disclosed 2020-07-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class C Common StockSEC Table I · non-derivative | Direct | 2,345 |
Reported balance
After 2020-06-30 transaction · row 1
1 source rowRow 1 · 2020-06-30 · Disposition to issuer · Disposed 27,923 · Balance 2,345 F1: Reflects 27,923 unvested time-based restricted stock units forfeited to Dell Technologies Inc. in accordance with their terms in connection with the reporting person's termination of employment with Dell Technologies Inc. |
| Class C Common StockSEC Table I · non-derivative | IndirectBy trust | 165,095 |
Reported balance
Holding disclosure · report date 2020-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 165,095 F2: Held by a family trust of which the reporting person and her spouse serve as trustees. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects 27,923 unvested time-based restricted stock units forfeited to Dell Technologies Inc. in accordance with their terms in connection with the reporting person's termination of employment with Dell Technologies Inc.
F2: Held by a family trust of which the reporting person and her spouse serve as trustees.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 09, 2016 Filed Dec 12, 2016 21:58 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GrantCommon Stock, Par Value $0.01 Per Share | 739 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-069722 · form4.xml · nonDerivative · entry 1 Quintos Karen H · CIK 0001501979 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,389 Read SEC document |
| October 17, 2016 Filed Oct 17, 2016 20:31 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GrantCommon Stock, Par Value $0.01 Per Share | 159 | $157.03 | $24,967.77 |
DisclosureSEC source: 0001127602-16-064834 · form4.xml · nonDerivative · entry 1 Quintos Karen H · CIK 0001501979 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,650 F1 · kind: Director's Quarterly Stock Compensation Read SEC document |
| September 26, 2016 Filed Mar 20, 2017 20:18 UTC | Dell Technologies Inc. DVMT · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 411,332 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-17-000720 · edgar.xml · derivative · entry 3 Quintos Karen H · CIK 0001501979 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 617,000 Underlying: Class C Common Stock · 411,332 shares Expires 2023-11-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Represents the disposition of time-based options that vest in five equal annual installments during a vesting period that began on 11/25/2013. Read SEC document |
| September 26, 2016 Filed Mar 20, 2017 20:18 UTC | Dell Technologies Inc. DVMT · Entity 2822 | Tax withholdingClass C Common Stock | 291,943 | $13.75 | $4,014,216.25 |
DisclosureSEC source: 0001123292-17-000720 · edgar.xml · nonDerivative · entry 2 Quintos Karen H · CIK 0001501979 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,389 Read SEC document |
| September 26, 2016 Filed Mar 20, 2017 20:18 UTC | Dell Technologies Inc. DVMT · Entity 2822 | Exercise / conversionClass C Common Stock | 411,332 | $13.75 | $5,655,815.00 |
DisclosureSEC source: 0001123292-17-000720 · edgar.xml · nonDerivative · entry 1 Quintos Karen H · CIK 0001501979 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411,332 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.