Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLGATE PALMOLIVE COCL · Entity 2972 | Director | May 11, 2026 | May 13, 2026 |
| CUMMINS INCCMI · Entity 2961 | Director | May 12, 2026 | May 13, 2026 |
| GENERAL MILLS INCGIS · Entity 3236 | Senior Vice President | June 27, 2017 | June 29, 2017 |
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.
COLGATE PALMOLIVE CO
Report date May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,634 |
Reported balance
After 2026-05-11 transaction · row 1
1 source rowRow 1 · 2026-05-11 · Grant · Acquired 2,075 · Balance 11,634 F1: Annual director stock grant under the issuer's incentive compensation plan, credited to a stock unit account pursuant to the issuer's incentive compensation plan. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $86.74 · Expires 2034-05-11 | Direct | 2,424 |
Reported balance
After 2026-05-11 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-11 · Grant · Acquired 2,424 · Balance 2,424 F2: Annual director stock option grant under the issuer's incentive compensation plan. F3: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the May 11, 2026 grant date. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 575 |
Reported balance
Holding disclosure · report date 2026-05-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 575 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 215 |
Reported balance
Holding disclosure · report date 2026-05-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 215 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 1,799 |
Reported balance
Holding disclosure · report date 2026-05-11 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,799 |
Filing footnotes · ownership attribution and instrument terms
F1: Annual director stock grant under the issuer's incentive compensation plan, credited to a stock unit account pursuant to the issuer's incentive compensation plan.
F2: Annual director stock option grant under the issuer's incentive compensation plan.
F3: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the May 11, 2026 grant date.
CUMMINS INC
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 4,766.1898 |
Reported balance
After 2026-05-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 306 · Balance 4,766.1898 F1: Includes 76.6171 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4. |
| CommonSEC Table I · non-derivative | Indirect2013 Family Trust | 600 |
Reported balance
Holding disclosure · report date 2026-05-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 600 |
| CommonSEC Table I · non-derivative | IndirectBy Spouse | 82 |
Reported balance
Holding disclosure · report date 2026-05-12 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 82 |
| CommonSEC Table I · non-derivative | IndirectBy Spouse - 2015 Family Trust | 400 |
Reported balance
Holding disclosure · report date 2026-05-12 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 400 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 76.6171 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4.
GENERAL MILLS INC
Report date June 27, 2017 · Filed June 29, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,748.5617 |
Reported balance
After 2017-06-27 transaction · row 1
1 source rowRow 1 · 2017-06-27 · Grant · Acquired 4,278 · Balance 73,748.5617 F1: Award of restricted stock units that vest on June 27, 2021 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $55.52 · Expires 2027-07-27 | Direct | 42,777 |
Reported balance
After 2017-06-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-06-27 · Grant · Acquired 42,777 · Balance 42,777 |
| Common StockSEC Table I · non-derivative | Indirectby Trust 1 | 18,441 |
Reported balance
Holding disclosure · report date 2017-06-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 18,441 F2: Held in Trust for which the reporting person's spouse is a trustee and the reporting person's spouse is the beneficiary. |
| Common StockSEC Table I · non-derivative | Indirectby Trust 2 | 17,223 |
Reported balance
Holding disclosure · report date 2017-06-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 17,223 F3: Revocable trust for which the reporting person and the reporting person's spouse are trustees. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units that vest on June 27, 2021
F2: Held in Trust for which the reporting person's spouse is a trustee and the reporting person's spouse is the beneficiary.
F3: Revocable trust for which the reporting person and the reporting person's spouse are trustees.
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 12, 2026 Filed May 13, 2026 14:38 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 306 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005222 · doc4.xml · nonDerivative · entry 1 Nelson Kimberly A · CIK 0001526285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,766.1898 F1 · balance_after: Includes 76.6171 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4. Read SEC document |
| May 11, 2026 Filed May 13, 2026 20:46 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 2,424 | $0.00 Strike: $86.74 | $0.00 |
DisclosureSEC source: 0001225208-26-005239 · doc4.xml · derivative · entry 5 Nelson Kimberly A · CIK 0001526285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,424 Underlying: Common Stock · 2,424 shares Expires 2034-05-11 F2 · kind: Annual director stock option grant under the issuer's incentive compensation plan. F3 · derivative.exercise_date: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the May 11, 2026 grant date. Read SEC document |
| May 11, 2026 Filed May 13, 2026 20:46 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 2,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005239 · doc4.xml · nonDerivative · entry 1 Nelson Kimberly A · CIK 0001526285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,634 F1 · kind: Annual director stock grant under the issuer's incentive compensation plan, credited to a stock unit account pursuant to the issuer's incentive compensation plan. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:50 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 595 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-005175 · doc4.xml · nonDerivative · entry 1 Nelson Kimberly A · CIK 0001526285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,383.5727 F1 · balance_after: Includes 76.0378 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4. Read SEC document |
| May 12, 2025 Filed May 14, 2025 20:22 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 2,272 | $0.00 Strike: $89.14 | $0.00 |
DisclosureSEC source: 0001225208-25-005097 · doc4.xml · derivative · entry 5 Nelson Kimberly A · CIK 0001526285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,272 Underlying: Common Stock · 2,272 shares Expires 2033-05-12 F2 · kind: Annual director stock option grant under the issuer's incentive compensation plan. F3 · derivative.exercise_date: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the May 12, 2025 grant date. Read SEC document |
| May 12, 2025 Filed May 14, 2025 20:22 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 2,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-005097 · doc4.xml · nonDerivative · entry 1 Nelson Kimberly A · CIK 0001526285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,360 F1 · kind: Annual director stock grant under the issuer's incentive compensation plan, credited to a stock unit account pursuant to the issuer's incentive compensation plan. Read SEC document |
| May 14, 2024 Filed May 17, 2024 19:01 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 604 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006174 · doc4.xml · nonDerivative · entry 1 Nelson Kimberly A · CIK 0001526285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,712.5349 F1 · balance_after: Includes 683.2871 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4. Read SEC document |
| May 13, 2024 Filed May 15, 2024 20:08 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 2,201 | $0.00 Strike: $94.46 | $0.00 |
DisclosureSEC source: 0001225208-24-006061 · doc4.xml · derivative · entry 5 Nelson Kimberly A · CIK 0001526285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,201 Underlying: Common Stock · 2,201 shares Expires 2032-05-13 F2 · kind: Annual director stock option grant under the issuer's incentive compensation plan. F3 · derivative.exercise_date: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the May 13, 2024 grant date. Read SEC document |
| May 13, 2024 Filed May 15, 2024 20:08 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 1,905 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006061 · doc4.xml · nonDerivative · entry 1 Nelson Kimberly A · CIK 0001526285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,209 F1 · kind: Annual director stock grant under the issuer's incentive compensation plan, credited to a stock unit account pursuant to the issuer's incentive compensation plan. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:11 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 2,884 | $0.00 Strike: $81.08 | $0.00 |
DisclosureSEC source: 0001225208-23-006002 · doc4.xml · derivative · entry 5 Nelson Kimberly A · CIK 0001526285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,884 Underlying: Common Stock · 2,884 shares Expires 2031-05-15 F2 · kind: Annual director stock option grant under the issuer's incentive compensation plan. F3 · derivative.exercise_date: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the May 15, 2023 grant date. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:11 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 2,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-006002 · doc4.xml · nonDerivative · entry 1 Nelson Kimberly A · CIK 0001526285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,219 F1 · kind: Annual director stock grant under the issuer's incentive compensation plan, credited to a stock unit account pursuant to the issuer's incentive compensation plan. Read SEC document |
| May 09, 2023 Filed May 11, 2023 00:59 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 757 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-005738 · doc4.xml · nonDerivative · entry 1 Nelson Kimberly A · CIK 0001526285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,029.2479 F1 · balance_after: Includes 53.0819 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4. Read SEC document |
| May 10, 2022 Filed May 11, 2022 20:09 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 882 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006866 · doc4.xml · nonDerivative · entry 1 Nelson Kimberly A · CIK 0001526285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,219.166 F1 · balance_after: Includes 25.8274 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4. Read SEC document |
| May 09, 2022 Filed May 11, 2022 20:30 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 3,122 | $0.00 Strike: $77.67 | $0.00 |
DisclosureSEC source: 0001225208-22-006878 · doc4.xml · derivative · entry 5 Nelson Kimberly A · CIK 0001526285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,122 Underlying: Common Stock · 3,122 shares Expires 2030-05-09 F2 · kind: Annual director stock option grant under the issuer's incentive compensation plan. F3 · derivative.exercise_date: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the May 9, 2022 grant date. Read SEC document |
| May 09, 2022 Filed May 11, 2022 20:30 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 2,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006878 · doc4.xml · nonDerivative · entry 1 Nelson Kimberly A · CIK 0001526285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,942 F1 · kind: Annual director stock grant under the issuer's incentive compensation plan, credited to a stock unit account pursuant to the issuer's incentive compensation plan. Read SEC document |
| May 11, 2021 Filed May 13, 2021 16:01 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 575 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008110 · doc4.xml · nonDerivative · entry 1 Nelson Kimberly A · CIK 0001526285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,311.3386 F1 · balance_after: Includes 5.3386 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4. Read SEC document |
| May 10, 2021 Filed May 12, 2021 21:02 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 3,009 | $0.00 Strike: $83.34 | $0.00 |
DisclosureSEC source: 0001225208-21-008038 · doc4.xml · derivative · entry 5 Nelson Kimberly A · CIK 0001526285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,009 Underlying: Common Stock · 3,009 shares Expires 2029-05-10 F2 · kind: Annual director stock option grant under the issuer's incentive compensation plan. F3 · derivative.exercise_date: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the May 10, 2021 grant date. Read SEC document |
| May 10, 2021 Filed May 12, 2021 21:02 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 1,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008038 · doc4.xml · nonDerivative · entry 1 Nelson Kimberly A · CIK 0001526285 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,799 F1 · kind: Annual director stock grant under the issuer's incentive compensation plan. Read SEC document |
| October 13, 2020 Filed Oct 14, 2020 12:45 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 471 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-012456 · doc4.xml · nonDerivative · entry 1 Nelson Kimberly A · CIK 0001526285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 731 Read SEC document |
| June 27, 2017 Filed Jun 29, 2017 17:11 UTC | GENERAL MILLS INC GIS · Entity 3236 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 42,777 | $0.00 Strike: $55.52 | $0.00 |
DisclosureSEC source: 0000897101-17-000816 · gis171698s26nelson_4.xml · derivative · entry 4 Nelson Kimberly A · CIK 0001526285 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,777 Underlying: Common Stock · 42,777 shares Expires 2027-07-27 Read SEC document |
| June 27, 2017 Filed Jun 29, 2017 17:11 UTC | GENERAL MILLS INC GIS · Entity 3236 | GrantCommon Stock | 4,278 | $0.00 | $0.00 |
DisclosureSEC source: 0000897101-17-000816 · gis171698s26nelson_4.xml · nonDerivative · entry 1 Nelson Kimberly A · CIK 0001526285 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,748.5617 F1 · shares: Award of restricted stock units that vest on June 27, 2021 Read SEC document |
| June 25, 2017 Filed Jun 27, 2017 22:20 UTC | GENERAL MILLS INC GIS · Entity 3236 | GrantCommon Stock | 70.23 | $55.94 | $3,928.67 |
DisclosureSEC source: 0000897101-17-000790 · gis171698s17nelson_4.xml · nonDerivative · entry 2 Nelson Kimberly A · CIK 0001526285 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,470.5617 Read SEC document |
| February 10, 2017 Filed Jun 27, 2017 22:17 UTC | GENERAL MILLS INC GIS · Entity 3236 | GiftCommon Stock | 12,775 | $0.00 | $0.00 |
DisclosureSEC source: 0000897101-17-000789 · gis171698s16nelson_4.xml · nonDerivative · entry 2 Nelson Kimberly A · CIK 0001526285 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust 2 Disclosed balance after: 17,223 F2 · ownership.nature: Revocable trust for which the reporting person and the reporting person's spouse are trustees. Read SEC document |
| February 10, 2017 Filed Jun 27, 2017 22:17 UTC | GENERAL MILLS INC GIS · Entity 3236 | GiftCommon Stock | 12,775 | $0.00 | $0.00 |
DisclosureSEC source: 0000897101-17-000789 · gis171698s16nelson_4.xml · nonDerivative · entry 1 Nelson Kimberly A · CIK 0001526285 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,482.4906 Read SEC document |
| July 18, 2016 Filed Oct 18, 2016 21:40 UTC | GENERAL MILLS INC GIS · Entity 3236 | GiftCommon Stock | 4,182 | $0.00 | $0.00 |
DisclosureSEC source: 0000897101-16-003139 · gis163582s1nelson_4.xml · nonDerivative · entry 1 Nelson Kimberly A · CIK 0001526285 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,859.5803 Read SEC document |
| November 14, 2011 Filed Jun 27, 2017 22:20 UTC | GENERAL MILLS INC GIS · Entity 3236 | GiftCommon Stock | 401 | $0.00 | $0.00 |
DisclosureSEC source: 0000897101-17-000790 · gis171698s17nelson_4.xml · nonDerivative · entry 1 Nelson Kimberly A · CIK 0001526285 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,675.856 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.