Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CUMMINS INCCMI · Entity 2961 | EVP & President - Operations | May 13, 2026 | May 14, 2026 |
| LINCOLN ELECTRIC HOLDINGS INCLECO · Entity 3367 | Director | April 17, 2026 | April 20, 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 13, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 11,524 |
Reported balance
After 2026-05-13 transaction · row 1
1 source rowRow 1 · 2026-05-13 · Gift · Disposed 155 · Balance 11,524 |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $142.12 · Expires 2030-04-06 | Direct | 752 |
Reported balance
Holding disclosure · report date 2026-05-13 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 752 |
LINCOLN ELECTRIC HOLDINGS INC
Report date April 17, 2026 · Filed April 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 2,707 |
Reported balance
After 2026-04-17 transaction · row 1
1 source rowRow 1 · 2026-04-17 · Grant · Acquired 688 · Balance 2,707 F1: Pursuant to restricted stock unit award. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to restricted stock unit award.
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 22:05 UTC | CUMMINS INC CMI · Entity 2961 | GiftCommon | 155 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005320 · doc4.xml · nonDerivative · entry 1 Fetch Bonnie J · CIK 0001908640 · EVP & President - Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,524 Read SEC document |
| May 11, 2026 Filed May 11, 2026 21:49 UTC | CUMMINS INC CMI · Entity 2961 | SaleCommon | 652 | $700.19 | $456,523.81 |
DisclosureSEC source: 0001225208-26-005123 · doc4.xml · nonDerivative · entry 1 Fetch Bonnie J · CIK 0001908640 · EVP & President - Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,679 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $700.00 - $700.38. 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 |
| May 11, 2026 Filed May 13, 2026 19:47 UTC | CUMMINS INC CMI · Entity 2961 | SaleCommon | 642.8227 | $702.66 | $451,685.80 |
DisclosureSEC source: 0001225208-26-005232 · doc4.xml · nonDerivative · entry 1 Fetch Bonnie J · CIK 0001908640 · EVP & President - Operations 10b5-1 filing: No plan indicated Ownership: Indirect · By 401(k) Plan Disclosed balance after: 0 F1 · shares: The reporting person transferred her entire interest in the Cummins Stock Fund under the Company's 401(k) Plan into another fund in the plan. The Cummins Stock Fund is a unitized account consisting of approximately 98% common stock and 2% cash or cash equivalents. As a result, the number of shares sold is only an estimate. Read SEC document |
| April 17, 2026 Filed Apr 20, 2026 20:30 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | GrantCommon Shares | 688 | $0.00 | $0.00 |
DisclosureSEC source: 0001908640-26-000001 · form4-04202026_040407.xml · nonDerivative · entry 1 Fetch Bonnie J · CIK 0001908640 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,707 F1 · kind: Pursuant to restricted stock unit award. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:29 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 1,297 | $583.87 | $757,279.39 |
DisclosureSEC source: 0001225208-26-003035 · doc4.xml · nonDerivative · entry 2 Fetch Bonnie J · CIK 0001908640 · EVP & President - Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,331 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 | 3,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003035 · doc4.xml · nonDerivative · entry 1 Fetch Bonnie J · CIK 0001908640 · EVP & President - Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,628 Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 16:45 UTC | CUMMINS INC CMI · Entity 2961 | OtherCommon | 947.9657 | $600.48 | $569,234.44 |
DisclosureSEC source: 0001225208-26-002659 · doc4.xml · nonDerivative · entry 1 Fetch Bonnie J · CIK 0001908640 · EVP & President - Operations 10b5-1 filing: No plan indicated Ownership: Indirect · By 401(k) Plan Disclosed balance after: 642.8227 F1 · shares: The reporting person made an intra-plan transfer of $569,234.47 out of the Cummins Stock Fund under the Company's 401(k) Plan. The number of shares reported was estimated by dividing the dollar amount transferred by $600.48, which was the closing price on the date of the transaction. Because the Cummins Stock Fund is a unitized account, the actual number of shares and share price is not known. F2 · balance_after: 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. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 22:21 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 903 | $596.91 | $539,009.73 |
DisclosureSEC source: 0001225208-26-002420 · doc4.xml · nonDerivative · entry 2 Fetch Bonnie J · CIK 0001908640 · EVP & President - Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,332 F2 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 22:21 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 2,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-002420 · doc4.xml · nonDerivative · entry 1 Fetch Bonnie J · CIK 0001908640 · EVP & President - Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,235 F1 · shares: Earned performance based restricted stock units that will vest on February 19, 2027. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 21:30 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | GrantCommon Shares | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001908640-25-000004 · form4-12122025_041214.xml · nonDerivative · entry 1 Fetch Bonnie J · CIK 0001908640 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,019 F1 · kind: Pursuant to restricted stock unit award. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:53 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 515 | $368.18 | $189,612.70 |
DisclosureSEC source: 0001225208-25-002860 · doc4.xml · nonDerivative · entry 2 Fetch Bonnie J · CIK 0001908640 · VP & President - Distribution 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,153 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 | 2,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002860 · doc4.xml · nonDerivative · entry 1 Fetch Bonnie J · CIK 0001908640 · VP & President - Distribution 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,668 Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 23:10 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 2,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002177 · doc4.xml · nonDerivative · entry 1 Fetch Bonnie J · CIK 0001908640 · VP & President - Distribution 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,598 F1 · shares: Earned performance-based restricted stock units that will vest on February 19, 2026. Read SEC document |
| December 11, 2024 Filed Dec 12, 2024 21:30 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | GrantCommon Shares | 741 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-029117 · form4-12122024_041229.xml · nonDerivative · entry 1 Fetch Bonnie J · CIK 0001908640 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,762 F1 · kind: Pursuant to restricted stock unit award. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 23:18 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 1,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010490 · doc4.xml · nonDerivative · entry 1 Fetch Bonnie J · CIK 0001908640 · VP & President - Distribution 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,687 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 21, 2024 Filed May 22, 2024 19:33 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 1,300 | $0.00 Strike: $134.68 | $0.00 |
DisclosureSEC source: 0001225208-24-006293 · doc4.xml · derivative · entry 10 Fetch Bonnie J · CIK 0001908640 · VP - Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,300 shares Expires 2028-07-16 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 21, 2024 Filed May 22, 2024 19:33 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 848 | $0.00 Strike: $142.12 | $0.00 |
DisclosureSEC source: 0001225208-24-006293 · doc4.xml · derivative · entry 9 Fetch Bonnie J · CIK 0001908640 · VP - Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 752 Underlying: Common · 848 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 21, 2024 Filed May 22, 2024 19:33 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 1,850 | $0.00 Strike: $163.43 | $0.00 |
DisclosureSEC source: 0001225208-24-006293 · doc4.xml · derivative · entry 8 Fetch Bonnie J · CIK 0001908640 · VP - Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,850 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 21, 2024 Filed May 22, 2024 19:33 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 1,251 | $285.96 | $357,735.96 |
DisclosureSEC source: 0001225208-24-006293 · doc4.xml · nonDerivative · entry 6 Fetch Bonnie J · CIK 0001908640 · VP - Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,727 Read SEC document |
| May 21, 2024 Filed May 22, 2024 19:33 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 780 | $285.96 | $223,048.80 |
DisclosureSEC source: 0001225208-24-006293 · doc4.xml · nonDerivative · entry 5 Fetch Bonnie J · CIK 0001908640 · VP - Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,978 Read SEC document |
| May 21, 2024 Filed May 22, 2024 19:33 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 526 | $285.96 | $150,414.96 |
DisclosureSEC source: 0001225208-24-006293 · doc4.xml · nonDerivative · entry 4 Fetch Bonnie J · CIK 0001908640 · VP - Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,758 Read SEC document |
| May 21, 2024 Filed May 22, 2024 19:33 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionCommon | 848 | $142.12 | $120,517.76 |
DisclosureSEC source: 0001225208-24-006293 · doc4.xml · nonDerivative · entry 3 Fetch Bonnie J · CIK 0001908640 · VP - Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,284 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 21, 2024 Filed May 22, 2024 19:33 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionCommon | 1,300 | $134.68 | $175,084.00 |
DisclosureSEC source: 0001225208-24-006293 · doc4.xml · nonDerivative · entry 2 Fetch Bonnie J · CIK 0001908640 · VP - Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,436 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 21, 2024 Filed May 22, 2024 19:33 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionCommon | 1,850 | $163.43 | $302,345.50 |
DisclosureSEC source: 0001225208-24-006293 · doc4.xml · nonDerivative · entry 1 Fetch Bonnie J · CIK 0001908640 · VP - Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,136 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 | 185 | $270.26 | $49,998.10 |
DisclosureSEC source: 0001225208-24-003769 · doc4.xml · nonDerivative · entry 2 Fetch Bonnie J · CIK 0001908640 · VP - Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,286 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 | 705 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-003769 · doc4.xml · nonDerivative · entry 1 Fetch Bonnie J · CIK 0001908640 · VP - Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,471 Read SEC document |
| December 07, 2023 Filed Dec 8, 2023 21:30 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | GrantCommon Shares | 757 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016052 · form4-12082023_041217.xml · nonDerivative · entry 1 Fetch Bonnie J · CIK 0001908640 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,021 F1 · kind: Pursuant to restricted stock unit award. Read SEC document |
| July 20, 2023 Filed Jul 21, 2023 21:31 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | GrantCommon Shares | 264 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-043153 · doc4.xml · nonDerivative · entry 1 Fetch Bonnie J · CIK 0001908640 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 264 F1 · kind: Pursuant to restricted stock unit award. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 19:29 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 91 | $249.21 | $22,678.11 |
DisclosureSEC source: 0001225208-23-003239 · doc4.xml · nonDerivative · entry 2 Fetch Bonnie J · CIK 0001908640 · VP - Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 766 F1 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 19:29 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 306 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-003239 · doc4.xml · nonDerivative · entry 1 Fetch Bonnie J · CIK 0001908640 · VP - Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 857 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:27 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 110 | $196.07 | $21,567.70 |
DisclosureSEC source: 0001225208-22-004115 · doc4.xml · nonDerivative · entry 2 Fetch Bonnie J · CIK 0001908640 · VP - Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 551 F1 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:27 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 369 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-004115 · doc4.xml · nonDerivative · entry 1 Fetch Bonnie J · CIK 0001908640 · VP - Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 661 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.