Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CUMMINS INCCMI · Entity 2961 | VP - Corporate Strategy | 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 | 5,421 |
Ending reported balance
After 2026-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-01 · Grant · Acquired 3,056 · Balance 6,519 Row 2 · 2026-03-01 · Tax withholding · Disposed 1,098 · Balance 5,421 F1: Shares withheld to satisfy tax liabilities relating to earned performance shares. |
| CommonSEC Table I · non-derivative | IndirectBy 401(k) Plan | 424.029 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 424.029 F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to satisfy tax liabilities relating to earned performance shares.
F2: 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 22:28 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 1,098 | $583.87 | $641,089.26 |
DisclosureSEC source: 0001225208-26-003032 · doc4.xml · nonDerivative · entry 2 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,421 F1 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:28 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 3,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003032 · doc4.xml · nonDerivative · entry 1 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,519 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:54 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 450 | $368.18 | $165,681.00 |
DisclosureSEC source: 0001225208-25-002864 · doc4.xml · nonDerivative · entry 2 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,463 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 | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002864 · doc4.xml · nonDerivative · entry 1 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,913 Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 23:28 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 1,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010499 · doc4.xml · nonDerivative · entry 1 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,413 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 24, 2024 Filed May 24, 2024 22:04 UTC | CUMMINS INC CMI · Entity 2961 | PurchaseCommon | 282 | $285.11 | $80,400.65 |
DisclosureSEC source: 0001225208-24-006378 · doc4.xml · nonDerivative · entry 1 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,262 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $284.8750 - $285.7300, inclusive. 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 22, 2024 Filed May 23, 2024 17:01 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 530 | $0.00 Strike: $142.12 | $0.00 |
DisclosureSEC source: 0001225208-24-006317 · doc4.xml · derivative · entry 10 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 530 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 22, 2024 Filed May 23, 2024 17:01 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 370 | $0.00 Strike: $163.43 | $0.00 |
DisclosureSEC source: 0001225208-24-006317 · doc4.xml · derivative · entry 9 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 370 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 22, 2024 Filed May 23, 2024 17:01 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 260 | $0.00 Strike: $160.10 | $0.00 |
DisclosureSEC source: 0001225208-24-006317 · doc4.xml · derivative · entry 8 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 260 shares Expires 2028-04-03 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 22, 2024 Filed May 23, 2024 17:01 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 341 | $287.01 | $97,870.41 |
DisclosureSEC source: 0001225208-24-006317 · doc4.xml · nonDerivative · entry 6 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 980 Read SEC document |
| May 22, 2024 Filed May 23, 2024 17:01 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 258 | $287.01 | $74,048.58 |
DisclosureSEC source: 0001225208-24-006317 · doc4.xml · nonDerivative · entry 5 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,321 Read SEC document |
| May 22, 2024 Filed May 23, 2024 17:01 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 179 | $287.01 | $51,374.79 |
DisclosureSEC source: 0001225208-24-006317 · doc4.xml · nonDerivative · entry 4 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,579 Read SEC document |
| May 22, 2024 Filed May 23, 2024 17:01 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionCommon | 260 | $160.10 | $41,626.00 |
DisclosureSEC source: 0001225208-24-006317 · doc4.xml · nonDerivative · entry 3 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,758 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 22, 2024 Filed May 23, 2024 17:01 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionCommon | 370 | $163.43 | $60,469.10 |
DisclosureSEC source: 0001225208-24-006317 · doc4.xml · nonDerivative · entry 2 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,498 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 22, 2024 Filed May 23, 2024 17:01 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionCommon | 530 | $142.12 | $75,323.60 |
DisclosureSEC source: 0001225208-24-006317 · doc4.xml · nonDerivative · entry 1 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,128 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 | 226 | $270.26 | $61,078.76 |
DisclosureSEC source: 0001225208-24-003772 · doc4.xml · nonDerivative · entry 2 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 598 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 | 713 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-003772 · doc4.xml · nonDerivative · entry 1 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 824 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 19:14 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 35 | $249.21 | $8,722.35 |
DisclosureSEC source: 0001225208-23-003230 · doc4.xml · nonDerivative · entry 2 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111 F1 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 19:14 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 99 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-003230 · doc4.xml · nonDerivative · entry 1 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:16 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 25 | $196.07 | $4,901.75 |
DisclosureSEC source: 0001225208-22-004077 · doc4.xml · nonDerivative · entry 2 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47 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 | 72 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-004077 · doc4.xml · nonDerivative · entry 1 Wiltrout Jeffrey T · CIK 0001908008 · VP - Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72 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.