Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 3M COMMM · Entity 1275 | Director | June 05, 2026 | June 09, 2026 |
| CUMMINS INCCMI · Entity 2961 | Director · Chair and CEO | March 01, 2026 | March 03, 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.
3M CO
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Corporation | 1,195.997 |
Reported balance
After 2026-06-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 1,195.997 · Balance 1,195.997 F1: This non-employee director has elected to defer all or a portion of compensation otherwise payable in cash or stock to a common stock equivalents account under the terms of 3M's Compensation Plan for Non-employee Directors and has no voting or investment powers with respect to such account. |
Filing footnotes · ownership attribution and instrument terms
F1: This non-employee director has elected to defer all or a portion of compensation otherwise payable in cash or stock to a common stock equivalents account under the terms of 3M's Compensation Plan for Non-employee Directors and has no voting or investment powers with respect to such account.
CUMMINS INC
Report date March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 46,632 |
Ending reported balance
After 2026-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-01 · Grant · Acquired 44,736 · Balance 66,082 Row 2 · 2026-03-01 · Tax withholding · Disposed 19,450 · Balance 46,632 F1: Shares withheld to satisfy tax liabilities relating to earned performance shares. |
| CommonSEC Table I · non-derivative | IndirectBy 401(k) Plan | 1,523.7559 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,523.7559 F2: The number of shares is based on the dollar value of the reporting person's interest in the Cummins Stock Fund under the Company's 401(k) plan as most recently provided by the plan. The actual number of shares underlying the interest is not known since the Cummins Stock Fund is a unitized account consisting of approximately 98% common stock and 2% cash or cash equivalents. |
| CommonSEC Table I · non-derivative | IndirectGRAT | 7,967 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 7,967 |
| CommonSEC Table I · non-derivative | IndirectGRAT 2025 | 20,775 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 20,775 |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $142.12 · Expires 2030-04-06 | Direct | 13,320 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 13,320 |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $149.72 · Expires 2027-04-03 | Direct | 8,760 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 8,760 |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $160.10 · Expires 2028-04-03 | Direct | 6,950 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 6,950 |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $163.43 · Expires 2029-04-04 | Direct | 12,330 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 12,330 |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $166.18 · Expires 2029-10-16 | Direct | 1,235 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 1,235 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to satisfy tax liabilities relating to earned performance shares.
F2: The number of shares is based on the dollar value of the reporting person's interest in the Cummins Stock Fund under the Company's 401(k) plan as most recently provided by the plan. The actual number of shares underlying the interest is not known since the Cummins Stock Fund is a unitized account consisting of approximately 98% common stock and 2% cash or cash equivalents.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Hillenbrand, Inc.
Report date February 10, 2026 · Filed February 10, 2026
Section 16 reporting ended · disclosed 2026-02-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectThe Revocable Living Trust Agreement Jennifer W. Rumsey | 0 |
Reported balance
After 2026-02-10 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-02-10 · Disposition to issuer · Disposed 587 · Balance 0 F1: On February 10, 2026, pursuant to the terms of that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 14, 2025, by and among Hillenbrand, Inc., an Indiana corporation (the "Issuer"), LSF12 Helix Parent, LLC, a Delaware limited liability company ("Parent"), and LSF12 Helix Merger Sub, Inc., an Indiana corporation and a wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), on the terms and subject to the conditions set forth in the Merger Agreement, each share of the Issuer's common stock, without par value ("Common Stock"), issued and outstanding immediately prior to such time, with certain exceptions, was converted into the right to receive $32.00 in cash (the "Merger Consideration"), without interest. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-10 · Disposition to issuer · Disposed 16,901 · Balance 0 F2: Each restricted stock unit represents the contingent right to receive one share of the Common Stock. At the Effective Time, each time-vesting restricted stock unit and each vested deferred share granted or deemed purchased pursuant to an Issuer equity incentive or deferred compensation plan (each, a "Company Restricted Stock Unit") outstanding immediately prior to the Effective Time, whether vested or unvested, was cancelled in consideration for the right to receive a cash payment equal to the product of (i) the number of shares of Common Stock subject to such Company Restricted Stock Unit and (ii) the Merger Consideration, less any required withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 10, 2026, pursuant to the terms of that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 14, 2025, by and among Hillenbrand, Inc., an Indiana corporation (the "Issuer"), LSF12 Helix Parent, LLC, a Delaware limited liability company ("Parent"), and LSF12 Helix Merger Sub, Inc., an Indiana corporation and a wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), on the terms and subject to the conditions set forth in the Merger Agreement, each share of the Issuer's common stock, without par value ("Common Stock"), issued and outstanding immediately prior to such time, with certain exceptions, was converted into the right to receive $32.00 in cash (the "Merger Consideration"), without interest.
F2: Each restricted stock unit represents the contingent right to receive one share of the Common Stock. At the Effective Time, each time-vesting restricted stock unit and each vested deferred share granted or deemed purchased pursuant to an Issuer equity incentive or deferred compensation plan (each, a "Company Restricted Stock Unit") outstanding immediately prior to the Effective Time, whether vested or unvested, was cancelled in consideration for the right to receive a cash payment equal to the product of (i) the number of shares of Common Stock subject to such Company Restricted Stock Unit and (ii) the Merger Consideration, less any required withholding taxes.
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 |
|---|---|---|---|---|---|---|
| March 01, 2020 Filed Mar 3, 2020 19:10 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 4,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-004069 · doc4.xml · nonDerivative · entry 1 RUMSEY JENNIFER · CIK 0001651631 · President - Components 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,180 Read SEC document |
| October 16, 2019 Filed Oct 18, 2019 18:24 UTC | CUMMINS INC CMI · Entity 2961 | GrantStock Option (Right-to-Buy) · Derivative | 1,235 | $0.00 Strike: $166.18 | $0.00 |
DisclosureSEC source: 0001225208-19-013628 · doc4.xml · derivative · entry 4 RUMSEY JENNIFER · CIK 0001651631 · President - Components 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,235 Underlying: Common · 1,235 shares Expires 2029-10-16 Read SEC document |
| September 24, 2019 Filed Jan 30, 2020 20:41 UTC | CUMMINS INC CMI · Entity 2961 | GiftCommon | 1,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001335 · doc5.xml · nonDerivative · entry 2 RUMSEY JENNIFER · CIK 0001651631 · President - Components 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 4,648 F1 · kind: Gift of shares from the reporting person's directly-held shares to the reporting person's revocable trust. Read SEC document |
| September 24, 2019 Filed Jan 30, 2020 20:41 UTC | CUMMINS INC CMI · Entity 2961 | GiftCommon | 1,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001335 · doc5.xml · nonDerivative · entry 1 RUMSEY JENNIFER · CIK 0001651631 · President - Components 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Gift of shares from the reporting person's directly-held shares to the reporting person's revocable trust. Read SEC document |
| April 04, 2019 Filed Apr 8, 2019 14:02 UTC | CUMMINS INC CMI · Entity 2961 | GrantStock Option (Right-to-Buy) · Derivative | 12,330 | $0.00 Strike: $163.43 | $0.00 |
DisclosureSEC source: 0001225208-19-006547 · doc4.xml · derivative · entry 4 RUMSEY JENNIFER · CIK 0001651631 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,330 Underlying: Common · 12,330 shares Expires 2029-04-04 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:07 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 735 | $154.41 | $113,491.35 |
DisclosureSEC source: 0001225208-19-004536 · doc4.xml · nonDerivative · entry 2 RUMSEY JENNIFER · CIK 0001651631 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,725 F1 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:07 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 2,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004536 · doc4.xml · nonDerivative · entry 1 RUMSEY JENNIFER · CIK 0001651631 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,460 Read SEC document |
| September 19, 2018 Filed Jan 18, 2019 16:10 UTC | CUMMINS INC CMI · Entity 2961 | GiftCommon | 580 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001021 · doc5.xml · nonDerivative · entry 2 RUMSEY JENNIFER · CIK 0001651631 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,923 F1 · kind: Gift of shares from the reporting person's directly-held shares to the reporting person's revocable trust. Read SEC document |
| September 19, 2018 Filed Jan 18, 2019 16:10 UTC | CUMMINS INC CMI · Entity 2961 | GiftCommon | 580 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001021 · doc5.xml · nonDerivative · entry 1 RUMSEY JENNIFER · CIK 0001651631 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Gift of shares from the reporting person's directly-held shares to the reporting person's revocable trust. F2 · balance_after: Reflects a negative adjustment of 5 shares since the reporting person's last Form 4 to reflect an increase in the number of shares withheld to satisfy tax liabilities related to earned performance shares. The withholding transaction was exempt under Section 16b-3. Read SEC document |
| April 03, 2018 Filed Apr 5, 2018 18:27 UTC | CUMMINS INC CMI · Entity 2961 | GrantStock Option (Right-to-Buy) · Derivative | 6,950 | $0.00 Strike: $160.10 | $0.00 |
DisclosureSEC source: 0001225208-18-007461 · doc4.xml · derivative · entry 4 RUMSEY JENNIFER · CIK 0001651631 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,950 Underlying: Common · 6,950 shares Expires 2028-04-03 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:19 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 255 | $160.89 | $41,026.95 |
DisclosureSEC source: 0001225208-18-005242 · doc4.xml · nonDerivative · entry 3 RUMSEY JENNIFER · CIK 0001651631 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 585 F2 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:19 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 840 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005242 · doc4.xml · nonDerivative · entry 2 RUMSEY JENNIFER · CIK 0001651631 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 840 Read SEC document |
| February 12, 2018 Filed Mar 5, 2018 18:19 UTC | CUMMINS INC CMI · Entity 2961 | GiftCommon | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005242 · doc4.xml · nonDerivative · entry 4 RUMSEY JENNIFER · CIK 0001651631 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,343 F1 · kind: Gift of shares from the reporting person's directly-held shares to the reporting person's revocable trust. Read SEC document |
| February 12, 2018 Filed Mar 5, 2018 18:19 UTC | CUMMINS INC CMI · Entity 2961 | GiftCommon | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005242 · doc4.xml · nonDerivative · entry 1 RUMSEY JENNIFER · CIK 0001651631 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Gift of shares from the reporting person's directly-held shares to the reporting person's revocable trust. Read SEC document |
| May 01, 2017 Filed May 3, 2017 18:21 UTC | CUMMINS INC CMI · Entity 2961 | GrantStock Option (Right-to-Buy) · Derivative | 8,760 | $0.00 Strike: $149.72 | $0.00 |
DisclosureSEC source: 0001225208-17-008953 · doc4.xml · derivative · entry 4 RUMSEY JENNIFER · CIK 0001651631 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,760 Underlying: Common · 8,760 shares Expires 2027-04-03 Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 17:09 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 151 | $152.85 | $23,080.35 |
DisclosureSEC source: 0001225208-17-005855 · doc4.xml · nonDerivative · entry 2 RUMSEY JENNIFER · CIK 0001651631 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,365 F1 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 17:09 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 413 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005855 · doc4.xml · nonDerivative · entry 1 RUMSEY JENNIFER · CIK 0001651631 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,516 Read SEC document |
| July 01, 2016 Filed Jan 18, 2018 15:06 UTC | CUMMINS INC CMI · Entity 2961 | GiftCommon | 263 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001190 · doc5.xml · nonDerivative · entry 2 RUMSEY JENNIFER · CIK 0001651631 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,081 Read SEC document |
| July 01, 2016 Filed Jan 18, 2018 15:06 UTC | CUMMINS INC CMI · Entity 2961 | GiftCommon | 263 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001190 · doc5.xml · nonDerivative · entry 1 RUMSEY JENNIFER · CIK 0001651631 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262 F1 · shares: Gift of shares from the reporting person's directly-held shares to the reporting person's revocable trust. F2 · balance_after: Reflects a negative adjustment of 1,840 shares which were unvested and inadvertently reported on reporting person's initial Form 3 filing. 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.