Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CUMMINS INCCMI · Entity 2961 | Vice President & CTO | 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 | 4,188 |
Ending reported balance
After 2026-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-01 · Grant · Acquired 1,888 · Balance 5,076 Row 2 · 2026-03-01 · Tax withholding · Disposed 888 · Balance 4,188 F1: Shares withheld to satisfy tax liabilities relating to earned performance shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to satisfy tax liabilities relating to earned performance shares.
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 22:30 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 888 | $583.87 | $518,476.56 |
DisclosureSEC source: 0001225208-26-003036 · doc4.xml · nonDerivative · entry 2 Wood Jonathan David · CIK 0001967347 · Vice President & CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,188 F1 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:30 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 1,888 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003036 · doc4.xml · nonDerivative · entry 1 Wood Jonathan David · CIK 0001967347 · Vice President & CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,076 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:56 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 543 | $368.18 | $199,921.74 |
DisclosureSEC source: 0001225208-25-002868 · doc4.xml · nonDerivative · entry 2 Wood Jonathan David · CIK 0001967347 · Vice President & CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,188 F1 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:56 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 1,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002868 · doc4.xml · nonDerivative · entry 1 Wood Jonathan David · CIK 0001967347 · Vice President & CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,731 Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 01:01 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 550 | $270.26 | $148,643.00 |
DisclosureSEC source: 0001225208-24-003767 · doc4.xml · nonDerivative · entry 2 Wood Jonathan David · CIK 0001967347 · Vice President & CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,576 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 | 1,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-003767 · doc4.xml · nonDerivative · entry 1 Wood Jonathan David · CIK 0001967347 · Vice President & CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,126 Read SEC document |
| February 15, 2024 Filed Feb 15, 2024 21:27 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 2,665 | $0.00 Strike: $142.12 | $0.00 |
DisclosureSEC source: 0001225208-24-002149 · doc4.xml · derivative · entry 3 Wood Jonathan David · CIK 0001967347 · Vice President & CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,665 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 |
| February 15, 2024 Filed Feb 15, 2024 21:27 UTC | CUMMINS INC CMI · Entity 2961 | SaleCommon | 2,012 | $264.91 | $533,002.54 |
DisclosureSEC source: 0001225208-24-002149 · doc4.xml · nonDerivative · entry 2 Wood Jonathan David · CIK 0001967347 · Vice President & CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,956 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $264.80 - $265.00. 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 15, 2024 Filed Feb 15, 2024 21:27 UTC | CUMMINS INC CMI · Entity 2961 | Exercise / conversionCommon | 2,665 | $142.12 | $378,749.80 |
DisclosureSEC source: 0001225208-24-002149 · doc4.xml · nonDerivative · entry 1 Wood Jonathan David · CIK 0001967347 · Vice President & CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,968 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, 2023 Filed Mar 3, 2023 19:11 UTC | CUMMINS INC CMI · Entity 2961 | Tax withholdingCommon | 242 | $249.21 | $60,308.82 |
DisclosureSEC source: 0001225208-23-003228 · doc4.xml · nonDerivative · entry 2 Wood Jonathan David · CIK 0001967347 · Vice President & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,303 F1 · kind: Shares withheld to satisfy tax liabilities relating to earned performance shares. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 19:11 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 513 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-003228 · doc4.xml · nonDerivative · entry 1 Wood Jonathan David · CIK 0001967347 · Vice President & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,545 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.