Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CUMMINS INCCMI · Entity 2961 | V.P & Pres. - Engine Business | May 19, 2026 | May 19, 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 19, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 10,186 |
Reported balance
After 2026-05-19 transaction · row 1
1 source rowRow 1 · 2026-05-19 · Gift · Disposed 218 · Balance 10,186 |
| CommonSEC Table I · non-derivative | IndirectBy 401(k) Plan | 113.4932 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 113.4932 |
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 |
|---|---|---|---|---|---|---|
| May 19, 2026 Filed May 19, 2026 23:33 UTC | CUMMINS INC CMI · Entity 2961 | GiftCommon | 218 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005491 · doc4.xml · nonDerivative · entry 1 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,186 Read SEC document |
| May 11, 2026 Filed May 13, 2026 00:20 UTC | CUMMINS INC CMI · Entity 2961 | SaleCommon | 701.498 | $688.75 | $483,153.24 |
DisclosureSEC source: 0001225208-26-005176 · doc4.xml · nonDerivative · entry 1 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,404 Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:30 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 998 | $583.87 | $582,702.26 |
DisclosureSEC source: 0001225208-26-003037 · doc4.xml · nonDerivative · entry 2 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,105.498 F1 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:30 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 2,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003037 · doc4.xml · nonDerivative · entry 1 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,103.498 Read SEC document |
| November 25, 2025 Filed Nov 25, 2025 23:36 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 2,400 | $0.00 Strike: $142.12 | $0.00 |
DisclosureSEC source: 0001225208-25-009453 · doc4.xml · derivative · entry 4 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,400 shares Expires 2030-04-06 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 |
| November 25, 2025 Filed Nov 25, 2025 23:36 UTC | CUMMINS INC CMI · Entity 2961 | SaleCommon | 1,450 | $489.32 | $709,514.00 |
DisclosureSEC source: 0001225208-25-009453 · doc4.xml · nonDerivative · entry 2 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,271.498 Read SEC document |
| November 25, 2025 Filed Nov 25, 2025 23:36 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionCommon | 2,400 | $142.12 | $341,088.00 |
DisclosureSEC source: 0001225208-25-009453 · doc4.xml · nonDerivative · entry 1 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,721.498 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 |
| March 01, 2025 Filed Mar 4, 2025 22:53 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 447 | $368.18 | $164,576.46 |
DisclosureSEC source: 0001225208-25-002859 · doc4.xml · nonDerivative · entry 4 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,321.498 F1 · kind: 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 | Tax withholdingCommon | 377 | $368.18 | $138,803.86 |
DisclosureSEC source: 0001225208-25-002859 · doc4.xml · nonDerivative · entry 3 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,768.498 F1 · kind: 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 | 1,268 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002859 · doc4.xml · nonDerivative · entry 2 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,145.498 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:53 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002859 · doc4.xml · nonDerivative · entry 1 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,877.498 Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 23:26 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 2,259 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010495 · doc4.xml · nonDerivative · entry 1 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,377.498 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 17, 2024 Filed May 20, 2024 15:42 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 2,160 | $0.00 Strike: $163.43 | $0.00 |
DisclosureSEC source: 0001225208-24-006239 · doc4.xml · derivative · entry 13 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,160 shares Expires 2029-04-04 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 |
| May 17, 2024 Filed May 20, 2024 15:42 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 970 | $0.00 Strike: $109.09 | $0.00 |
DisclosureSEC source: 0001225208-24-006239 · doc4.xml · derivative · entry 12 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 970 shares Expires 2026-04-04 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 |
| May 17, 2024 Filed May 20, 2024 15:42 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 1,300 | $0.00 Strike: $160.10 | $0.00 |
DisclosureSEC source: 0001225208-24-006239 · doc4.xml · derivative · entry 11 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,300 shares Expires 2028-04-03 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 |
| May 17, 2024 Filed May 20, 2024 15:42 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 1,000 | $0.00 Strike: $149.72 | $0.00 |
DisclosureSEC source: 0001225208-24-006239 · doc4.xml · derivative · entry 10 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,000 shares Expires 2027-04-03 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 |
| May 17, 2024 Filed May 20, 2024 15:42 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 1,645 | $285.56 | $469,746.20 |
DisclosureSEC source: 0001225208-24-006239 · doc4.xml · nonDerivative · entry 8 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,118.498 Read SEC document |
| May 17, 2024 Filed May 20, 2024 15:42 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 982 | $285.56 | $280,419.92 |
DisclosureSEC source: 0001225208-24-006239 · doc4.xml · nonDerivative · entry 7 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,763.498 Read SEC document |
| May 17, 2024 Filed May 20, 2024 15:42 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 735 | $285.56 | $209,886.60 |
DisclosureSEC source: 0001225208-24-006239 · doc4.xml · nonDerivative · entry 6 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,745.498 Read SEC document |
| May 17, 2024 Filed May 20, 2024 15:42 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 636 | $285.56 | $181,616.16 |
DisclosureSEC source: 0001225208-24-006239 · doc4.xml · nonDerivative · entry 5 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,480.498 Read SEC document |
| May 17, 2024 Filed May 20, 2024 15:42 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionCommon | 970 | $109.09 | $105,817.30 |
DisclosureSEC source: 0001225208-24-006239 · doc4.xml · nonDerivative · entry 4 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,116.498 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 |
| May 17, 2024 Filed May 20, 2024 15:42 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionCommon | 1,000 | $149.72 | $149,720.00 |
DisclosureSEC source: 0001225208-24-006239 · doc4.xml · nonDerivative · entry 3 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,146.498 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 |
| May 17, 2024 Filed May 20, 2024 15:42 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionCommon | 1,300 | $160.10 | $208,130.00 |
DisclosureSEC source: 0001225208-24-006239 · doc4.xml · nonDerivative · entry 2 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,146.498 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 |
| May 17, 2024 Filed May 20, 2024 15:42 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionCommon | 2,160 | $163.43 | $353,008.80 |
DisclosureSEC source: 0001225208-24-006239 · doc4.xml · nonDerivative · entry 1 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,846.498 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 |
| March 01, 2024 Filed Mar 6, 2024 01:00 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 388 | $270.26 | $104,860.88 |
DisclosureSEC source: 0001225208-24-003766 · doc4.xml · nonDerivative · entry 2 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,686.498 F1 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 01:00 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 1,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-003766 · doc4.xml · nonDerivative · entry 1 Merritt Brett Michael · CIK 0002005219 · V.P & Pres. - Engine Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,074.498 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.