Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CUMMINS INCCMI · Entity 2961 | Director | May 13, 2025 | May 15, 2025 |
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 13, 2025 · Filed May 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 19,111.4987 |
Reported balance
After 2025-05-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-13 · Grant · Acquired 595 · Balance 19,111.4987 F1: Includes 82.9626 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 82.9626 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4.
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 |
|---|---|---|---|---|---|---|
| May 13, 2025 Filed May 15, 2025 20:48 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 595 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-005167 · doc4.xml · nonDerivative · entry 1 Bernhard Robert J · CIK 0001450339 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,111.4987 F1 · balance_after: Includes 82.9626 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4. Read SEC document |
| May 14, 2024 Filed May 17, 2024 19:06 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 604 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006176 · doc4.xml · nonDerivative · entry 1 Bernhard Robert J · CIK 0001450339 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,433.5361 F1 · balance_after: Includes 90.9311 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4 and a reduction of 1,116.6056 shares that were inadvertently credited to the Reporting Person. Read SEC document |
| May 09, 2023 Filed May 11, 2023 00:56 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 757 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-005731 · doc4.xml · nonDerivative · entry 1 Bernhard Robert J · CIK 0001450339 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,855.2106 F1 · balance_after: Includes 1210.450 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4. Read SEC document |
| May 10, 2022 Filed May 11, 2022 20:10 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 882 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006870 · doc4.xml · nonDerivative · entry 1 Bernhard Robert J · CIK 0001450339 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,887.7606 F1 · balance_after: Includes 62.4307 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4. Read SEC document |
| May 11, 2021 Filed May 13, 2021 16:00 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 575 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008100 · doc4.xml · nonDerivative · entry 1 Bernhard Robert J · CIK 0001450339 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,943.3299 F1 · balance_after: Includes 49.6936 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4 and a reduction of 906 shares that were inadvertently credited to Reporting Person twice. Read SEC document |
| May 12, 2020 Filed May 13, 2020 12:48 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 982 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007531 · doc4.xml · nonDerivative · entry 1 Bernhard Robert J · CIK 0001450339 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,224.6363 F1 · balance_after: Includes 934.6363 dividend equivalent shares credited under the Cummins Inc. Deferred Compensation Plan for Non-Employee Directors since the most recently filed Form 4. Read SEC document |
| May 14, 2019 Filed May 16, 2019 17:21 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 906 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008095 · doc4.xml · nonDerivative · entry 1 Bernhard Robert J · CIK 0001450339 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,308 Read SEC document |
| May 08, 2018 Filed May 8, 2018 21:03 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 938 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008910 · doc4.xml · nonDerivative · entry 1 Bernhard Robert J · CIK 0001450339 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,402 Read SEC document |
| May 09, 2017 Filed May 9, 2017 20:17 UTC | CUMMINS INC CMI · Entity 2961 | GrantCommon | 995 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-009388 · doc4.xml · nonDerivative · entry 1 Bernhard Robert J · CIK 0001450339 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,464 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.