Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CUMMINS INCCMI · Entity 2961 | VP - Corporate Controller | March 01, 2026 | March 03, 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 March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 9,604.171 |
Reported balance
After 2026-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-01 · Grant · Acquired 1,888 · Balance 9,604.171 F1: Reflects 22.728 shares that had been acquired in exempt transactions under an employee stock purchase plan and dividend reinvestment program but not previously reflected on a Form 4. |
| CommonSEC Table I · non-derivative | Direct | 9,025.171 |
Reported balance
After 2026-03-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-01 · Tax withholding · Disposed 579 · Balance 9,025.171 F2: Shares withheld to satisfy tax liabilities relating to earned performance shares. |
| CommonSEC Table I · non-derivative | IndirectBy 401(k) Plan | 578.4922 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 578.4922 F3: 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. |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $142.12 · Expires 2030-04-06 | Direct | 2,665 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 2,665 |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $149.72 · Expires 2027-04-03 | Direct | 3,125 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 3,125 |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $160.10 · Expires 2028-04-03 | Direct | 2,175 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 2,175 |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $163.43 · Expires 2029-04-04 | Direct | 3,085 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 3,085 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects 22.728 shares that had been acquired in exempt transactions under an employee stock purchase plan and dividend reinvestment program but not previously reflected on a Form 4.
F2: Shares withheld to satisfy tax liabilities relating to earned performance shares.
F3: 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.
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 |
|---|---|---|---|---|---|---|
| March 01, 2026 Filed Mar 3, 2026 22:26 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 579 | $583.87 | $338,060.73 |
DisclosureSEC source: 0001225208-26-003025 · doc4.xml · nonDerivative · entry 2 Peters Luther E · CIK 0001912639 · VP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,025.171 F2 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:26 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 1,888 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003025 · doc4.xml · nonDerivative · entry 1 Peters Luther E · CIK 0001912639 · VP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,604.171 F1 · balance_after: Reflects 22.728 shares that had been acquired in exempt transactions under an employee stock purchase plan and dividend reinvestment program but not previously reflected on a Form 4. Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 22:19 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 4,850 | $0.00 Strike: $109.09 | $0.00 |
DisclosureSEC source: 0001225208-25-007212 · doc4.xml · derivative · entry 5 Peters Luther E · CIK 0001912639 · VP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 4,850 shares Expires 2026-04-04 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 |
| August 08, 2025 Filed Aug 12, 2025 22:19 UTC | CUMMINS INC CMI · Entity 2961 | SaleCommon | 3,225 | $388.86 | $1,254,059.31 |
DisclosureSEC source: 0001225208-25-007212 · doc4.xml · nonDerivative · entry 3 Peters Luther E · CIK 0001912639 · VP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,693.443 F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $388.45 - $389.42. 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 |
| August 08, 2025 Filed Aug 12, 2025 22:19 UTC | CUMMINS INC CMI · Entity 2961 | SaleCommon | 1,625 | $389.85 | $633,499.75 |
DisclosureSEC source: 0001225208-25-007212 · doc4.xml · nonDerivative · entry 2 Peters Luther E · CIK 0001912639 · VP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,918.443 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $389.55 - $390.17. 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 |
| August 08, 2025 Filed Aug 12, 2025 22:19 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionCommon | 4,850 | $109.09 | $529,086.50 |
DisclosureSEC source: 0001225208-25-007212 · doc4.xml · nonDerivative · entry 1 Peters Luther E · CIK 0001912639 · VP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,543.443 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. F1 · balance_after: Reflects 42.032 shares that had been acquired in exempt transactions under an employee stock purchase plan and dividend reinvestment program but not previously reflected on a Form 4. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:50 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 412 | $368.18 | $151,690.16 |
DisclosureSEC source: 0001225208-25-002853 · doc4.xml · nonDerivative · entry 2 Peters Luther E · CIK 0001912639 · VP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,651.411 F2 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:50 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 1,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002853 · doc4.xml · nonDerivative · entry 1 Peters Luther E · CIK 0001912639 · VP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,063.411 F1 · balance_after: Reflects 121.221 shares that had been acquired in exempt transactions under an employee stock purchase plan and dividend reinvestment program but not previously reflected on a Form 4. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 00:59 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 337 | $270.26 | $91,077.62 |
DisclosureSEC source: 0001225208-24-003758 · doc4.xml · nonDerivative · entry 2 Peters Luther E · CIK 0001912639 · VP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,562.19 F2 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 00:59 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 1,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-003758 · doc4.xml · nonDerivative · entry 1 Peters Luther E · CIK 0001912639 · VP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,899.19 F1 · balance_after: Reflects 20.8430 shares that had been acquired in exempt transactions under an employee stock purchase plan and dividend reinvestment program but not previously reflected on a Form 4. Read SEC document |
| February 16, 2024 Filed Feb 16, 2024 23:12 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 2,235 | $0.00 Strike: $136.82 | $0.00 |
DisclosureSEC source: 0001225208-24-002343 · doc4.xml · derivative · entry 6 Peters Luther E · CIK 0001912639 · VP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,235 shares Expires 2025-04-02 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 |
| February 16, 2024 Filed Feb 16, 2024 23:12 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 1,600 | $0.00 Strike: $149.34 | $0.00 |
DisclosureSEC source: 0001225208-24-002343 · doc4.xml · derivative · entry 5 Peters Luther E · CIK 0001912639 · VP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,600 shares Expires 2024-04-04 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 |
| February 16, 2024 Filed Feb 16, 2024 23:12 UTC | CUMMINS INC CMI · Entity 2961 | SaleCommon | 5,225 | $267.60 | $1,398,224.63 |
DisclosureSEC source: 0001225208-24-002343 · doc4.xml · nonDerivative · entry 3 Peters Luther E · CIK 0001912639 · VP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,708.347 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $267.43 - $267.82. 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 |
| February 16, 2024 Filed Feb 16, 2024 23:12 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionCommon | 1,600 | $149.34 | $238,944.00 |
DisclosureSEC source: 0001225208-24-002343 · doc4.xml · nonDerivative · entry 2 Peters Luther E · CIK 0001912639 · VP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,933.347 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 |
| February 16, 2024 Filed Feb 16, 2024 23:12 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionCommon | 2,235 | $136.82 | $305,792.70 |
DisclosureSEC source: 0001225208-24-002343 · doc4.xml · nonDerivative · entry 1 Peters Luther E · CIK 0001912639 · VP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,333.347 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. F1 · balance_after: Reflects 84.244 shares that had been acquired in exempt transactions under an employee stock purchase plan and dividend reinvestment program but not previously reflected on a Form 4. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:16 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 170 | $249.21 | $42,365.70 |
DisclosureSEC source: 0001225208-23-003404 · doc4.xml · nonDerivative · entry 2 Peters Luther E · CIK 0001912639 · VP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,014.103 F2 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:16 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 513 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-003404 · doc4.xml · nonDerivative · entry 1 Peters Luther E · CIK 0001912639 · VP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,184.103 F1 · balance_after: Reflects 92.186 shares that had been acquired in exempt transactions under an employee stock purchase plan and dividend reinvestment program but not previously reflected on a Form 4. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:16 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 206 | $196.07 | $40,390.42 |
DisclosureSEC source: 0001225208-22-004075 · doc4.xml · nonDerivative · entry 2 Peters Luther E · CIK 0001912639 · VP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,578.916 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 | 612 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-004075 · doc4.xml · nonDerivative · entry 1 Peters Luther E · CIK 0001912639 · VP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,784.916 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.