Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CUMMINS INCCMI · Entity 2961 | VP, CAO & Corporate Secretary | May 08, 2026 | May 08, 2026 |
| FEDERAL REALTY INVESTMENT TRUSTFRT · Entity 3517 | Director | September 30, 2026 | October 02, 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 08, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 14,084 |
Ending reported balance
After 2026-05-08 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-05-08 · Sale · Disposed 280 · Balance 16,212 F1: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $685.025 - $685.84. 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. Row 2 · 2026-05-08 · Sale · Disposed 947 · Balance 15,265 F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $686.05 - $686.61. 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. Row 3 · 2026-05-08 · Sale · Disposed 1,181 · Balance 14,084 F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $683.84 - $684.615. 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $685.025 - $685.84. 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.
F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $686.05 - $686.61. 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.
F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $683.84 - $684.615. 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.
FEDERAL REALTY INVESTMENT TRUST
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 4,613 |
Ending reported balance
After 2026-09-30 transaction · row 10
10 source rows · reconciled sequenceRow 1 · 2026-09-30 · Sale · Disposed 200 · Balance 5,913 Row 2 · 2026-09-30 · Sale · Disposed 100 · Balance 5,813 Row 3 · 2026-09-30 · Sale · Disposed 380 · Balance 5,433 Row 4 · 2026-09-30 · Sale · Disposed 140 · Balance 5,293 Row 5 · 2026-09-30 · Sale · Disposed 200 · Balance 5,093 Row 6 · 2026-09-30 · Sale · Disposed 40 · Balance 5,053 Row 7 · 2026-09-30 · Sale · Disposed 60 · Balance 4,993 Row 8 · 2026-09-30 · Sale · Disposed 80 · Balance 4,913 Row 9 · 2026-09-30 · Sale · Disposed 100 · Balance 4,813 Row 10 · 2026-09-30 · Sale · Disposed 200 · Balance 4,613 |
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 00:12 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon Shares of Beneficial Interest | 200 | $108.96 | $21,792.00 |
DisclosureSEC source: 0000034903-26-000046 · wk-form4_1790885546.xml · nonDerivative · entry 10 Lamb-Hale Nicole · CIK 0001822926 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,613 Read SEC document |
| September 30, 2026 Filed Oct 2, 2026 00:12 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon Shares of Beneficial Interest | 100 | $108.96 | $10,895.50 |
DisclosureSEC source: 0000034903-26-000046 · wk-form4_1790885546.xml · nonDerivative · entry 9 Lamb-Hale Nicole · CIK 0001822926 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,813 Read SEC document |
| September 30, 2026 Filed Oct 2, 2026 00:12 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon Shares of Beneficial Interest | 80 | $108.93 | $8,714.40 |
DisclosureSEC source: 0000034903-26-000046 · wk-form4_1790885546.xml · nonDerivative · entry 8 Lamb-Hale Nicole · CIK 0001822926 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,913 Read SEC document |
| September 30, 2026 Filed Oct 2, 2026 00:12 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon Shares of Beneficial Interest | 60 | $108.92 | $6,535.20 |
DisclosureSEC source: 0000034903-26-000046 · wk-form4_1790885546.xml · nonDerivative · entry 7 Lamb-Hale Nicole · CIK 0001822926 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,993 Read SEC document |
| September 30, 2026 Filed Oct 2, 2026 00:12 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon Shares of Beneficial Interest | 40 | $108.91 | $4,356.40 |
DisclosureSEC source: 0000034903-26-000046 · wk-form4_1790885546.xml · nonDerivative · entry 6 Lamb-Hale Nicole · CIK 0001822926 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,053 Read SEC document |
| September 30, 2026 Filed Oct 2, 2026 00:12 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon Shares of Beneficial Interest | 200 | $108.89 | $21,778.00 |
DisclosureSEC source: 0000034903-26-000046 · wk-form4_1790885546.xml · nonDerivative · entry 5 Lamb-Hale Nicole · CIK 0001822926 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,093 Read SEC document |
| September 30, 2026 Filed Oct 2, 2026 00:12 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon Shares of Beneficial Interest | 140 | $108.88 | $15,243.20 |
DisclosureSEC source: 0000034903-26-000046 · wk-form4_1790885546.xml · nonDerivative · entry 4 Lamb-Hale Nicole · CIK 0001822926 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,293 Read SEC document |
| September 30, 2026 Filed Oct 2, 2026 00:12 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon Shares of Beneficial Interest | 380 | $108.87 | $41,370.60 |
DisclosureSEC source: 0000034903-26-000046 · wk-form4_1790885546.xml · nonDerivative · entry 3 Lamb-Hale Nicole · CIK 0001822926 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,433 Read SEC document |
| September 30, 2026 Filed Oct 2, 2026 00:12 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon Shares of Beneficial Interest | 100 | $108.87 | $10,886.50 |
DisclosureSEC source: 0000034903-26-000046 · wk-form4_1790885546.xml · nonDerivative · entry 2 Lamb-Hale Nicole · CIK 0001822926 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,813 Read SEC document |
| September 30, 2026 Filed Oct 2, 2026 00:12 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon Shares of Beneficial Interest | 200 | $108.85 | $21,770.00 |
DisclosureSEC source: 0000034903-26-000046 · wk-form4_1790885546.xml · nonDerivative · entry 1 Lamb-Hale Nicole · CIK 0001822926 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,913 Read SEC document |
| May 08, 2026 Filed May 8, 2026 18:29 UTC | CUMMINS INC CMI · Entity 2961 | SaleCommon | 1,181 | $684.35 | $808,218.29 |
DisclosureSEC source: 0001225208-26-005017 · doc4.xml · nonDerivative · entry 3 Lamb-Hale Nicole · CIK 0001822926 · VP, CAO & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,084 F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $683.84 - $684.615. 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 08, 2026 Filed May 8, 2026 18:29 UTC | CUMMINS INC CMI · Entity 2961 | SaleCommon | 947 | $686.48 | $650,100.16 |
DisclosureSEC source: 0001225208-26-005017 · doc4.xml · nonDerivative · entry 2 Lamb-Hale Nicole · CIK 0001822926 · VP, CAO & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,265 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $686.05 - $686.61. 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 08, 2026 Filed May 8, 2026 18:29 UTC | CUMMINS INC CMI · Entity 2961 | SaleCommon | 280 | $685.63 | $191,977.41 |
DisclosureSEC source: 0001225208-26-005017 · doc4.xml · nonDerivative · entry 1 Lamb-Hale Nicole · CIK 0001822926 · VP, CAO & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,212 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $685.025 - $685.84. 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 |
| April 01, 2026 Filed Apr 2, 2026 21:21 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-004254 · doc4.xml · nonDerivative · entry 1 Lamb-Hale Nicole · CIK 0001822926 · VP, CLO & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,492 F1 · security: This repesents an award of time vested restricted stock units, which vests and converts to common stock on April 1, 2028 F1 · shares: This repesents an award of time vested restricted stock units, which vests and converts to common stock on April 1, 2028 F1 · price: This repesents an award of time vested restricted stock units, which vests and converts to common stock on April 1, 2028 Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:29 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 2,877 | $583.87 | $1,679,793.99 |
DisclosureSEC source: 0001225208-26-003033 · doc4.xml · nonDerivative · entry 2 Lamb-Hale Nicole · CIK 0001822926 · VP, CLO & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,202 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 | 7,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003033 · doc4.xml · nonDerivative · entry 1 Lamb-Hale Nicole · CIK 0001822926 · VP, CLO & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,079 Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 21:17 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon Shares of Beneficial Interest | 1,339 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-26-000004 · wk-form4_1767647863.xml · nonDerivative · entry 1 Lamb-Hale Nicole · CIK 0001822926 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,113 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:54 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 2,670 | $368.18 | $983,040.60 |
DisclosureSEC source: 0001225208-25-002863 · doc4.xml · nonDerivative · entry 2 Lamb-Hale Nicole · CIK 0001822926 · VP, CLO & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,023 F1 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:54 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 6,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002863 · doc4.xml · nonDerivative · entry 1 Lamb-Hale Nicole · CIK 0001822926 · VP, CLO & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,693 Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 21:16 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon Shares of Beneficial Interest | 1,072 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-25-000006 · wk-form4_1735938955.xml · nonDerivative · entry 1 Lamb-Hale Nicole · CIK 0001822926 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,774 Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 23:22 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 3,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010491 · doc4.xml · nonDerivative · entry 1 Lamb-Hale Nicole · CIK 0001822926 · VP, CLO & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,778 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 |
| March 01, 2024 Filed Mar 6, 2024 01:01 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 2,581 | $270.26 | $697,541.06 |
DisclosureSEC source: 0001225208-24-003771 · doc4.xml · nonDerivative · entry 2 Lamb-Hale Nicole · CIK 0001822926 · VP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,454 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 | 7,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-003771 · doc4.xml · nonDerivative · entry 1 Lamb-Hale Nicole · CIK 0001822926 · VP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,035 Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 13:41 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon Shares of Beneficial Interest | 1,164 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-24-000008 · wk-form4_1704289298.xml · nonDerivative · entry 1 Lamb-Hale Nicole · CIK 0001822926 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,702 Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 13:41 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon Shares of Beneficial Interest | 1,188 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-23-000009 · wf-form4_167283967354827.xml · nonDerivative · entry 1 Lamb-Hale Nicole · CIK 0001822926 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,538 Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 22:55 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon Shares of Beneficial Interest | 880 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-22-000004 · wf-form4_164133686964289.xml · nonDerivative · entry 1 Lamb-Hale Nicole · CIK 0001822926 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,350 Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:32 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon Shares of Beneficial Interest | 470 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-21-000005 · wf-form4_160996875453163.xml · nonDerivative · entry 1 Lamb-Hale Nicole · CIK 0001822926 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 470 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.