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 - China ABO | May 13, 2026 | May 14, 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 May 13, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 8,846.669 |
Reported balance
After 2026-05-13 transaction · row 1
1 source rowRow 1 · 2026-05-13 · Gift · Disposed 600 · Balance 8,846.669 |
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 13, 2026 Filed May 14, 2026 18:55 UTC | CUMMINS INC CMI · Entity 2961 | GiftCommon | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005310 · doc4.xml · nonDerivative · entry 1 Stoner Nathan R · CIK 0001808072 · VP - China ABO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,846.669 Read SEC document |
| May 11, 2026 Filed May 11, 2026 21:07 UTC | CUMMINS INC CMI · Entity 2961 | SaleCommon | 607 | $694.06 | $421,294.42 |
DisclosureSEC source: 0001225208-26-005121 · doc4.xml · nonDerivative · entry 1 Stoner Nathan R · CIK 0001808072 · VP - China ABO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,446.669 Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 00:14 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 2,021 | $583.87 | $1,180,001.27 |
DisclosureSEC source: 0001225208-26-003069 · doc4.xml · nonDerivative · entry 2 Stoner Nathan R · CIK 0001808072 · VP - China ABO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,053.669 F1 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 00:14 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 4,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003069 · doc4.xml · nonDerivative · entry 1 Stoner Nathan R · CIK 0001808072 · VP - China ABO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,074.669 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:56 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 1,455 | $368.18 | $535,701.90 |
DisclosureSEC source: 0001225208-25-002867 · doc4.xml · nonDerivative · entry 2 Stoner Nathan R · CIK 0001808072 · VP - China ABO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,594.669 F1 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:56 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 3,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002867 · doc4.xml · nonDerivative · entry 1 Stoner Nathan R · CIK 0001808072 · VP - China ABO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,049.669 Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 23:27 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 2,685 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010498 · doc4.xml · nonDerivative · entry 1 Stoner Nathan R · CIK 0001808072 · VP - China ABO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,824.669 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. F2 · balance_after: Includes 1.28 shares acquired under the Cummins Inc. Dividend Reinvestment Plan since the most recently filed Form 4. Read SEC document |
| May 15, 2024 Filed May 16, 2024 18:25 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 1,600 | $0.00 Strike: $142.12 | $0.00 |
DisclosureSEC source: 0001225208-24-006078 · doc4.xml · derivative · entry 12 Stoner Nathan R · CIK 0001808072 · VP - China Area Business Org 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,600 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 |
| May 15, 2024 Filed May 16, 2024 18:25 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 860 | $0.00 Strike: $163.43 | $0.00 |
DisclosureSEC source: 0001225208-24-006078 · doc4.xml · derivative · entry 11 Stoner Nathan R · CIK 0001808072 · VP - China Area Business Org 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 860 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 15, 2024 Filed May 16, 2024 18:25 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 610 | $0.00 Strike: $160.10 | $0.00 |
DisclosureSEC source: 0001225208-24-006078 · doc4.xml · derivative · entry 10 Stoner Nathan R · CIK 0001808072 · VP - China Area Business Org 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 610 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 15, 2024 Filed May 16, 2024 18:25 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 630 | $0.00 Strike: $149.72 | $0.00 |
DisclosureSEC source: 0001225208-24-006078 · doc4.xml · derivative · entry 9 Stoner Nathan R · CIK 0001808072 · VP - China Area Business Org 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 630 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 15, 2024 Filed May 16, 2024 18:25 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 1,102 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006078 · doc4.xml · nonDerivative · entry 8 Stoner Nathan R · CIK 0001808072 · VP - China Area Business Org 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,138.389 Read SEC document |
| May 15, 2024 Filed May 16, 2024 18:25 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 631 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006078 · doc4.xml · nonDerivative · entry 7 Stoner Nathan R · CIK 0001808072 · VP - China Area Business Org 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,240.389 Read SEC document |
| May 15, 2024 Filed May 16, 2024 18:25 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 444 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006078 · doc4.xml · nonDerivative · entry 6 Stoner Nathan R · CIK 0001808072 · VP - China Area Business Org 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,871.389 Read SEC document |
| May 15, 2024 Filed May 16, 2024 18:25 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 443 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006078 · doc4.xml · nonDerivative · entry 5 Stoner Nathan R · CIK 0001808072 · VP - China Area Business Org 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,315.389 Read SEC document |
| May 15, 2024 Filed May 16, 2024 18:25 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionCommon | 610 | $160.10 | $97,661.00 |
DisclosureSEC source: 0001225208-24-006078 · doc4.xml · nonDerivative · entry 4 Stoner Nathan R · CIK 0001808072 · VP - China Area Business Org 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,758.389 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 15, 2024 Filed May 16, 2024 18:25 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionCommon | 630 | $149.72 | $94,323.60 |
DisclosureSEC source: 0001225208-24-006078 · doc4.xml · nonDerivative · entry 3 Stoner Nathan R · CIK 0001808072 · VP - China Area Business Org 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,148.389 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 15, 2024 Filed May 16, 2024 18:25 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionCommon | 860 | $163.43 | $140,549.80 |
DisclosureSEC source: 0001225208-24-006078 · doc4.xml · nonDerivative · entry 2 Stoner Nathan R · CIK 0001808072 · VP - China Area Business Org 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,518.389 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 15, 2024 Filed May 16, 2024 18:25 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionCommon | 1,600 | $142.12 | $227,392.00 |
DisclosureSEC source: 0001225208-24-006078 · doc4.xml · nonDerivative · entry 1 Stoner Nathan R · CIK 0001808072 · VP - China Area Business Org 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,658.389 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 01:01 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 1,321 | $270.26 | $357,013.46 |
DisclosureSEC source: 0001225208-24-003768 · doc4.xml · nonDerivative · entry 2 Stoner Nathan R · CIK 0001808072 · VP - China Area Business Org 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,058.389 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 | 2,926 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-003768 · doc4.xml · nonDerivative · entry 1 Stoner Nathan R · CIK 0001808072 · VP - China Area Business Org 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,379.389 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 19:15 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 139 | $249.21 | $34,640.19 |
DisclosureSEC source: 0001225208-23-003231 · doc4.xml · nonDerivative · entry 2 Stoner Nathan R · CIK 0001808072 · VP - China Area Business Org 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 453.389 F1 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. F2 · balance_after: Includes 1.389 shares acquired under the Cummins Inc. Dividend Reinvestment Plan since the most recently filed Form 4. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 19:15 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 306 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-003231 · doc4.xml · nonDerivative · entry 1 Stoner Nathan R · CIK 0001808072 · VP - China Area Business Org 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 592.389 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:16 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 78 | $196.07 | $15,293.46 |
DisclosureSEC source: 0001225208-22-004078 · doc4.xml · nonDerivative · entry 2 Stoner Nathan R · CIK 0001808072 · VP - China Area Business Org 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285 F1 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:16 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 171 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-004078 · doc4.xml · nonDerivative · entry 1 Stoner Nathan R · CIK 0001808072 · VP - China Area Business Org 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 18:36 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 192 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-004441 · doc4.xml · nonDerivative · entry 1 Stoner Nathan R · CIK 0001808072 · VP - China Area Business Org 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192 Read SEC document |
| April 06, 2020 Filed Apr 8, 2020 15:22 UTC | CUMMINS INC CMI · Entity 2961 | GrantStock Option (Right-to-Buy) · Derivative | 1,600 | $0.00 Strike: $142.12 | $0.00 |
DisclosureSEC source: 0001225208-20-006264 · doc4.xml · derivative · entry 1 Stoner Nathan R · CIK 0001808072 · VP - China Area Business Org 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 Underlying: Common · 1,600 shares Expires 2030-04-06 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.