Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CUMBERLAND PHARMACEUTICALS INCCPIX · Entity 6757 | Director | March 18, 2026 | March 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.
CUMBERLAND PHARMACEUTICALS INC
Report date March 18, 2026 · Filed March 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,863 |
Reported balance
After 2026-03-18 transaction · row 1
1 source rowRow 1 · 2026-03-18 · Grant · Acquired 1,800 · Balance 46,863 |
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 |
|---|---|---|---|---|---|---|
| August 10, 2021 Filed Sep 10, 2021 21:06 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $2.96 | $124.32 |
DisclosureSEC source: 0001209191-21-055483 · doc4.xml · nonDerivative · entry 7 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,708 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| August 09, 2021 Filed Sep 10, 2021 21:06 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $2.93 | $123.06 |
DisclosureSEC source: 0001209191-21-055483 · doc4.xml · nonDerivative · entry 6 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,666 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| August 06, 2021 Filed Sep 10, 2021 21:06 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.01 | $126.42 |
DisclosureSEC source: 0001209191-21-055483 · doc4.xml · nonDerivative · entry 5 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,624 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| August 05, 2021 Filed Sep 10, 2021 21:06 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.11 | $130.62 |
DisclosureSEC source: 0001209191-21-055483 · doc4.xml · nonDerivative · entry 4 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,582 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| August 04, 2021 Filed Sep 10, 2021 21:06 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.18 | $133.56 |
DisclosureSEC source: 0001209191-21-055483 · doc4.xml · nonDerivative · entry 3 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,540 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| August 03, 2021 Filed Sep 10, 2021 21:06 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.17 | $133.14 |
DisclosureSEC source: 0001209191-21-055483 · doc4.xml · nonDerivative · entry 2 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,498 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| August 02, 2021 Filed Sep 10, 2021 21:06 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.34 | $140.28 |
DisclosureSEC source: 0001209191-21-055483 · doc4.xml · nonDerivative · entry 1 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,456 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| July 30, 2021 Filed Aug 13, 2021 21:12 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.31 | $139.02 |
DisclosureSEC source: 0001209191-21-051438 · doc4.xml · nonDerivative · entry 17 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,414 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| July 29, 2021 Filed Aug 13, 2021 21:12 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.42 | $143.64 |
DisclosureSEC source: 0001209191-21-051438 · doc4.xml · nonDerivative · entry 16 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,372 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| July 28, 2021 Filed Aug 13, 2021 21:12 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.42 | $143.64 |
DisclosureSEC source: 0001209191-21-051438 · doc4.xml · nonDerivative · entry 15 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,330 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| July 27, 2021 Filed Aug 13, 2021 21:12 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.39 | $142.38 |
DisclosureSEC source: 0001209191-21-051438 · doc4.xml · nonDerivative · entry 14 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,288 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| July 26, 2021 Filed Aug 13, 2021 21:12 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.39 | $142.38 |
DisclosureSEC source: 0001209191-21-051438 · doc4.xml · nonDerivative · entry 13 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,246 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| July 23, 2021 Filed Aug 13, 2021 21:12 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.35 | $140.70 |
DisclosureSEC source: 0001209191-21-051438 · doc4.xml · nonDerivative · entry 12 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,204 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| July 22, 2021 Filed Aug 13, 2021 21:12 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.36 | $141.12 |
DisclosureSEC source: 0001209191-21-051438 · doc4.xml · nonDerivative · entry 11 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,162 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| July 21, 2021 Filed Aug 13, 2021 21:12 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.26 | $136.92 |
DisclosureSEC source: 0001209191-21-051438 · doc4.xml · nonDerivative · entry 10 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,120 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| July 20, 2021 Filed Aug 13, 2021 21:12 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.24 | $136.08 |
DisclosureSEC source: 0001209191-21-051438 · doc4.xml · nonDerivative · entry 9 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,078 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| July 19, 2021 Filed Aug 13, 2021 21:12 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.23 | $135.66 |
DisclosureSEC source: 0001209191-21-051438 · doc4.xml · nonDerivative · entry 8 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,036 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| July 16, 2021 Filed Aug 13, 2021 21:12 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.28 | $137.76 |
DisclosureSEC source: 0001209191-21-051438 · doc4.xml · nonDerivative · entry 7 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,994 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| July 15, 2021 Filed Aug 13, 2021 21:12 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.27 | $137.34 |
DisclosureSEC source: 0001209191-21-051438 · doc4.xml · nonDerivative · entry 6 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,952 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| July 14, 2021 Filed Aug 13, 2021 21:12 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.33 | $139.86 |
DisclosureSEC source: 0001209191-21-051438 · doc4.xml · nonDerivative · entry 5 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,910 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| July 13, 2021 Filed Aug 13, 2021 21:12 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.48 | $146.16 |
DisclosureSEC source: 0001209191-21-051438 · doc4.xml · nonDerivative · entry 4 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,868 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| July 12, 2021 Filed Aug 13, 2021 21:12 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.33 | $139.86 |
DisclosureSEC source: 0001209191-21-051438 · doc4.xml · nonDerivative · entry 3 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,826 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| July 09, 2021 Filed Aug 13, 2021 21:12 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.13 | $131.46 |
DisclosureSEC source: 0001209191-21-051438 · doc4.xml · nonDerivative · entry 2 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,784 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| July 08, 2021 Filed Aug 13, 2021 21:12 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | PurchaseCommon Stock | 42 | $3.18 | $133.56 |
DisclosureSEC source: 0001209191-21-051438 · doc4.xml · nonDerivative · entry 1 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,742 F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during March 2021. Read SEC document |
| March 17, 2021 Filed Jun 11, 2021 21:22 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | GrantCommon Stock | 1,000 | $3.22 | $3,220.00 |
DisclosureSEC source: 0001209191-21-039936 · doc4.xml · nonDerivative · entry 1 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,700 F1 · shares: Restricted stock award will vest 100% on March 17, 2022. Read SEC document |
| March 23, 2020 Filed Apr 17, 2020 21:23 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | GrantCommon Stock | 1,000 | $3.56 | $3,560.00 |
DisclosureSEC source: 0001209191-20-024896 · doc4.xml · nonDerivative · entry 1 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,700 F1 · shares: Restricted stock award will vest 100% on March 23, 2021. Read SEC document |
| March 22, 2019 Filed Mar 22, 2019 21:16 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | GrantCommon Stock | 1,000 | $5.98 | $5,980.00 |
DisclosureSEC source: 0001209191-19-021036 · doc4.xml · nonDerivative · entry 1 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,700 F1 · shares: Restricted stock award will vest 100% on March 18, 2020. Read SEC document |
| March 23, 2018 Filed Mar 23, 2018 21:43 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | GrantCommon Stock | 1,000 | $6.70 | $6,700.00 |
DisclosureSEC source: 0001209191-18-021472 · doc4.xml · nonDerivative · entry 1 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,700 F1 · shares: Restricted stock award will vest 100% on March 20, 2019. Read SEC document |
| April 07, 2017 Filed Apr 7, 2017 21:04 UTC | CUMBERLAND PHARMACEUTICALS INC CPIX · Entity 6757 | GrantCommon Stock | 1,000 | $6.45 | $6,450.00 |
DisclosureSEC source: 0001209191-17-026322 · doc4.xml · nonDerivative · entry 1 Jones James · CIK 0001490829 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,700 F1 · shares: Restricted stock award will vest 100% on March 17, 2018. 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.