Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atmus Filtration Technologies Inc.ATMU · Entity 4079 | Director | May 25, 2023 | May 25, 2023 |
| CUMMINS INCCMI · Entity 2961 | VP - Chief Information Officer | August 24, 2026 | August 25, 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.
Atmus Filtration Technologies Inc.
Report date May 25, 2023 · Filed May 25, 2023
This filing explicitly reported no securities owned.
CUMMINS INC
Report date August 24, 2026 · Filed August 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 4,479 |
Reported balance
After 2026-08-24 transaction · row 1
1 source rowRow 1 · 2026-08-24 · Sale · Disposed 698 · Balance 4,479 F1: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $571.99 - $572.93. The reporting person undertakes to provide to Cummins Inc., any security holder of Cummins Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range indicated. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $571.99 - $572.93. The reporting person undertakes to provide to Cummins Inc., any security holder of Cummins Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range indicated.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
QXO BUILDING PRODUCTS, INC.
Report date April 29, 2025 · Filed April 29, 2025
Section 16 reporting ended · disclosed 2025-04-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-04-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-04-29 · Disposition to issuer · Disposed 6,804 · Balance 0 F1: Each RSU represented a contingent right to receive one (1) share of Common Stock of Beacon Roofing Supply, Inc. (the "Company"). F2: Pursuant to an Agreement and Plan of Merger dated as of March 20, 2025 (the "Merger Agreement") by and among the Company, QXO, Inc. ("QXO") and Queen MergerCo,Inc., a wholly owned subsidiary of QXO (the "Merger Sub"), the Merger Sub merged with and into the Company. Pursuant to the terms of the Merger Agreement, each vested RSU held by the Reporting Person was converted into the right to receive $124.35 in cash. All such RSUs were fully vested prior to the date of the Merger Agreement, with retirement from the board the sole condition to settlement. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security · Expires 2025-05-15 | Direct | 0 |
Reported balance
After 2025-04-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-04-29 · Disposition to issuer · Disposed 1,400 · Balance 0 F1: Each RSU represented a contingent right to receive one (1) share of Common Stock of Beacon Roofing Supply, Inc. (the "Company"). F3: Pursuant to the terms of the Merger Agreement, each unvested RSU held by the Reporting Person was converted into the right to receive $124.35 in cash. The RSUs were scheduled to vest on the date referenced in column 6. |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represented a contingent right to receive one (1) share of Common Stock of Beacon Roofing Supply, Inc. (the "Company").
F2: Pursuant to an Agreement and Plan of Merger dated as of March 20, 2025 (the "Merger Agreement") by and among the Company, QXO, Inc. ("QXO") and Queen MergerCo,Inc., a wholly owned subsidiary of QXO (the "Merger Sub"), the Merger Sub merged with and into the Company. Pursuant to the terms of the Merger Agreement, each vested RSU held by the Reporting Person was converted into the right to receive $124.35 in cash. All such RSUs were fully vested prior to the date of the Merger Agreement, with retirement from the board the sole condition to settlement.
F3: Pursuant to the terms of the Merger Agreement, each unvested RSU held by the Reporting Person was converted into the right to receive $124.35 in cash. The RSUs were scheduled to vest on the date referenced in column 6.
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 |
|---|---|---|---|---|---|---|
| August 24, 2026 Filed Aug 25, 2026 21:47 UTC | CUMMINS INC CMI · Entity 2961 | SaleCommon | 698 | $572.22 | $399,410.33 |
DisclosureSEC source: 0001225208-26-007328 · doc4.xml · nonDerivative · entry 1 Newsome Earl · CIK 0001849073 · VP - Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,479 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $571.99 - $572.93. The reporting person undertakes to provide to Cummins Inc., any security holder of Cummins Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range indicated. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:29 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 1,044 | $583.87 | $609,560.28 |
DisclosureSEC source: 0001225208-26-003034 · doc4.xml · nonDerivative · entry 2 Newsome Earl · CIK 0001849073 · VP - Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,177 F1 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:29 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 2,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003034 · doc4.xml · nonDerivative · entry 1 Newsome Earl · CIK 0001849073 · VP - Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,221 Read SEC document |
| February 23, 2026 Filed Feb 23, 2026 22:22 UTC | CUMMINS INC CMI · Entity 2961 | SaleCommon | 1,083 | $583.52 | $631,954.33 |
DisclosureSEC source: 0001225208-26-002421 · doc4.xml · nonDerivative · entry 2 Newsome Earl · CIK 0001849073 · VP - Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,389 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $583.01 - $583.8650. The reporting person undertakes to provide to Cummins Inc., any security holder of Cummins Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range indicated. Read SEC document |
| February 23, 2026 Filed Feb 23, 2026 22:22 UTC | CUMMINS INC CMI · Entity 2961 | SaleCommon | 217 | $584.43 | $126,821.77 |
DisclosureSEC source: 0001225208-26-002421 · doc4.xml · nonDerivative · entry 1 Newsome Earl · CIK 0001849073 · VP - Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,472 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $584.08 - $584.60. The reporting person undertakes to provide to Cummins Inc., any security holder of Cummins Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range indicated. Read SEC document |
| April 29, 2025 Filed Apr 29, 2025 13:29 UTC | QXO BUILDING PRODUCTS, INC. BECN · Entity 80418 | Disposition to issuerRestricted Stock Units (RSUs) · Derivative | 1,400 | $124.35 | $174,090.00 |
DisclosureSEC source: 0001562180-25-003329 · primarydocument.xml · derivative · entry 2 Newsome Earl · CIK 0001849073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.01 par value · 1,400 shares Expires 2025-05-15 F1 · derivative.exercise_price: Each RSU represented a contingent right to receive one (1) share of Common Stock of Beacon Roofing Supply, Inc. (the "Company"). F3 · kind: Pursuant to the terms of the Merger Agreement, each unvested RSU held by the Reporting Person was converted into the right to receive $124.35 in cash. The RSUs were scheduled to vest on the date referenced in column 6. Read SEC document |
| April 29, 2025 Filed Apr 29, 2025 13:29 UTC | QXO BUILDING PRODUCTS, INC. BECN · Entity 80418 | Disposition to issuerRestricted Stock Units (RSUs) · Derivative | 6,804 | $124.35 | $846,077.40 |
DisclosureSEC source: 0001562180-25-003329 · primarydocument.xml · derivative · entry 1 Newsome Earl · CIK 0001849073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.01 par value · 6,804 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represented a contingent right to receive one (1) share of Common Stock of Beacon Roofing Supply, Inc. (the "Company"). F2 · kind: Pursuant to an Agreement and Plan of Merger dated as of March 20, 2025 (the "Merger Agreement") by and among the Company, QXO, Inc. ("QXO") and Queen MergerCo,Inc., a wholly owned subsidiary of QXO (the "Merger Sub"), the Merger Sub merged with and into the Company. Pursuant to the terms of the Merger Agreement, each vested RSU held by the Reporting Person was converted into the right to receive $124.35 in cash. All such RSUs were fully vested prior to the date of the Merger Agreement, with retirement from the board the sole condition to settlement. F2 · derivative.exercise_date: Pursuant to an Agreement and Plan of Merger dated as of March 20, 2025 (the "Merger Agreement") by and among the Company, QXO, Inc. ("QXO") and Queen MergerCo,Inc., a wholly owned subsidiary of QXO (the "Merger Sub"), the Merger Sub merged with and into the Company. Pursuant to the terms of the Merger Agreement, each vested RSU held by the Reporting Person was converted into the right to receive $124.35 in cash. All such RSUs were fully vested prior to the date of the Merger Agreement, with retirement from the board the sole condition to settlement. F2 · derivative.expiration_date: Pursuant to an Agreement and Plan of Merger dated as of March 20, 2025 (the "Merger Agreement") by and among the Company, QXO, Inc. ("QXO") and Queen MergerCo,Inc., a wholly owned subsidiary of QXO (the "Merger Sub"), the Merger Sub merged with and into the Company. Pursuant to the terms of the Merger Agreement, each vested RSU held by the Reporting Person was converted into the right to receive $124.35 in cash. All such RSUs were fully vested prior to the date of the Merger Agreement, with retirement from the board the sole condition to settlement. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:53 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 621 | $368.18 | $228,639.78 |
DisclosureSEC source: 0001225208-25-002862 · doc4.xml · nonDerivative · entry 2 Newsome Earl · CIK 0001849073 · VP - Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,689 F1 · shares: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:53 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 2,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002862 · doc4.xml · nonDerivative · entry 1 Newsome Earl · CIK 0001849073 · VP - Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,310 Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 23:23 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 811 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010492 · doc4.xml · nonDerivative · entry 1 Newsome Earl · CIK 0001849073 · VP - Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,240 F1 · shares: Represents matching restricted stock units granted under the Cummins Inc. Deposit Share Program that will vest on May 31, 2028 and be settled in shares of Cummins Inc. common stock to the extent the vesting conditions of the Program are satisfied. Due to contingencies in the Program, the number of units became determinable on November 30, 2024. Read SEC document |
| May 15, 2024 Filed May 17, 2024 16:09 UTC | QXO BUILDING PRODUCTS, INC. BECN · Entity 80418 | GrantRestricted Stock Units (RSUs) · Derivative | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004160 · primarydocument.xml · derivative · entry 1 Newsome Earl · CIK 0001849073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,400 Underlying: Common Stock, $0.01 par value · 1,400 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of BECN common stock. F2 · derivative.exercise_date: Restricted Stock Units vest on the first anniversary of the date of grant. F2 · derivative.expiration_date: Restricted Stock Units vest on the first anniversary of the date of grant. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 01:01 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 1,097 | $270.26 | $296,475.22 |
DisclosureSEC source: 0001225208-24-003770 · doc4.xml · nonDerivative · entry 2 Newsome Earl · CIK 0001849073 · VP - Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,429 F1 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 01:01 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 3,526 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-003770 · doc4.xml · nonDerivative · entry 1 Newsome Earl · CIK 0001849073 · VP - Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,526 Read SEC document |
| May 17, 2023 Filed May 19, 2023 16:23 UTC | QXO BUILDING PRODUCTS, INC. BECN · Entity 80418 | GrantRestricted Stock Units (RSUs) · Derivative | 2,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-004309 · primarydocument.xml · derivative · entry 1 Newsome Earl · CIK 0001849073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,053 Underlying: Common Stock, $0.01 par value · 2,053 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of BECN common stock. F2 · derivative.exercise_date: Restricted Stock Units vest on the first anniversary of the date of grant. Restricted Stock Units will settle upon termination of the reporting person's service on the Board of Directors. F2 · derivative.expiration_date: Restricted Stock Units vest on the first anniversary of the date of grant. Restricted Stock Units will settle upon termination of the reporting person's service on the Board of Directors. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 18:47 UTC | QXO BUILDING PRODUCTS, INC. BECN · Entity 80418 | GrantRestricted Stock Units (RSUs) · Derivative | 2,204 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-002599 · primarydocument.xml · derivative · entry 1 Newsome Earl · CIK 0001849073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,204 Underlying: Common Stock, $0.01 par value · 2,204 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of BECN common stock. F2 · derivative.exercise_date: Restricted Stock Units vest on the first anniversary of the date of grant. Restricted Stock Units will settle upon termination of the reporting person's service on the Board of Directors. F2 · derivative.expiration_date: Restricted Stock Units vest on the first anniversary of the date of grant. Restricted Stock Units will settle upon termination of the reporting person's service on the Board of Directors. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 18:36 UTC | QXO BUILDING PRODUCTS, INC. BECN · Entity 80418 | GrantRestricted Stock Units (RSUs) · Derivative | 2,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001939 · primarydocument.xml · derivative · entry 1 Newsome Earl · CIK 0001849073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,547 Underlying: CommonStock, $0.01 par value · 2,547 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BECN common stock. F2 · derivative.exercise_date: Restricted Stock Units vest on the first anniversary of the date of grant. Restricted Stock Units will settle upon termination of the reporting person's service on the Board of Directors. F2 · derivative.expiration_date: Restricted Stock Units vest on the first anniversary of the date of grant. Restricted Stock Units will settle upon termination of the reporting person's service on the Board of Directors. 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.