Insider and congress filings

Cummins Inc. (CMI)

NYSE · Industrials · 341 insider transactions · 47 congress trades · last filed 2 months agoS&P 500

10
Open-market insider filings shown
1d
Median delay on the insider filings, in business days
within the two business day rule
0 buys·10 sells
Purchases and sales in the filings shown
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About Cummins Inc.

from the company's filings and listing, as of Oct 23, 2026
Exchange
NYSE
Sector
Industrials
Industry
Industrial - Machinery
Chief executive
Jennifer W. Rumsey
Employees
67,400
Listed since
Oct 3, 1947
Market value
$71.5B
Price to earnings (12 mo)
26.4
Net income per share, as reported (12 mo)
$19.66
Dividend yield
1.58%

www.cummins.com

Earnings

6 reported quarters · next on Nov 5, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Aug 4, 2026$6.73$7.21$9.5B$9.3BEPS miss, GAAPRevenue in line
Q1 FY2026reported May 5, 2026$6.15$5.63$8.4B$8.4BEPS beatRevenue in line
Q4 FY2025reported Feb 5, 2026$5.81$5.10$8.5B$8.1BEPS beatRevenue beat
Q3 FY2025reported Nov 6, 2025$5.59$4.83$8.3B$8.0BEPS beatRevenue beat
Q2 FY2025reported Aug 5, 2025$6.43$5.23$8.6B$8.4BEPS beat, GAAPRevenue beat
Q1 FY2025reported May 5, 2025$5.96$4.91$8.2B$8.2BEPS beat, GAAPRevenue in line

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for fiscal 2025 · proxy filed Apr 2, 2026
ExecutiveSalaryStock awardsOtherTotal
J. W. RumseyChair and Chief Executive Officer$1.5M$6.4M$11.9M$19.9M
M. A. SmithVice President and Chief Financial Officer$897K$2.2M$4.5M$7.6M
A.R. DavisVice President and President - Accelera and Components$742K$2.7M$3.0M$6.4M
J. M. BushVice President and President - Power Systems$679K$2.5M$2.5M$5.8M
B. J. FetchExecutive Vice President and President - Operations$642K$2.5M$1.4M$4.5M

The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$8.2B11,503,261-2.8%8.33%
Vanguard Capital Management LLC$6.4B9,010,359+0.4%6.52%
Vanguard Portfolio Management LLC$5.4B7,534,991+0.5%5.46%
State Street Corp$4.9B6,908,874+1.5%5.00%
FMR LLC$4.3B6,085,944+12.1%4.41%
Fisher Asset Management, LLC$2.6B3,595,361+2.8%2.60%
Geode Capital Management, LLC$2.3B3,229,444-13.8%2.34%
Morgan Stanley$2.2B3,107,922+1.4%2.25%
Bank of America Corp$1.4B1,974,668+12.4%1.43%
Norges Bank$1.3B1,779,281New1.29%
Northern Trust Corp$1.3B1,772,846+2.9%1.28%
Raymond James Financial Inc$1.1B1,504,689+0.6%1.09%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

Tracked fund managers holding CMI

3 managers
ManagerValueSharesShare of book
Cliff AsnessAQR Capital Management$884.8M1,262,6590.3%
Voloridge Investment Management$138.7M194,4070.6%
Zimmer Partners$24.3M34,1000.6%

3 of the 97 fund managers we track list CMI shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.

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Open-market insider trades

10 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Earl NewsomeVP - Chief Information OfficerSold698$572.22$399KAug 24, 2026filed Aug 25, 20261d
Donald G. JacksonVP - Treasury & TaxSold · 3 lines730$710.92$519KMay 14, 2026filed May 14, 20260d
Bonnie J. FetchEVP & President - OperationsSold · 2 lines1,286$702.66$903KMay 11, 2026filed May 13, 20262d
Jennifer Mary BushVP & Pres. - Power SystemsSold · 6 lines5,000$696.21$3.5MMay 12, 2026filed May 13, 20261d
Brett Michael MerrittV.P & Pres. - Engine BusinessSold · 2 lines1,403$688.75$966KMay 11, 2026filed May 12, 20261d
Marvin BoakyeVP - CHROSold · 5 lines3,481$679.90$2.4MMay 8, 2026filed May 11, 20261d
Nathan R. StonerVP - China ABOSold607$694.06$421KMay 11, 2026filed May 11, 20260d
Bonnie J. FetchEVP & President - OperationsSold652$700.19$457KMay 11, 2026filed May 11, 20260d
Nicole Lamb-HaleVP, CAO & Corporate SecretarySold · 3 lines2,408$685.34$1.7MMay 8, 2026filed May 8, 20260d
Amy Rochelle DavisVP & Pres. - Accelera and ComSold · scheduled · 6 lines4,054$561.34$2.3MMar 3, 2026filed Mar 4, 20261d

One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. Scheduled: set up in advance under a Rule 10b5-1 trading plan. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.

Other Form 4 activity (20)
InsiderEventSharesDate
Brett Michael MerrittV.P & Pres. - Engine BusinessGift218May 19, 2026
Nathan R. StonerVP - China ABOGift600May 13, 2026
Bonnie J. FetchEVP & President - OperationsGift155May 13, 2026
Matthew TsienDirectorStock award306May 12, 2026
John H. StoneDirectorStock award306May 12, 2026
Karen H. QuintosDirectorStock award306May 12, 2026
Kimberly A. NelsonDirectorStock award306May 12, 2026
William I. MillerDirectorStock award306May 12, 2026
Thomas J. LynchDirectorStock award306May 12, 2026
Carla A. HarrisDirectorStock award306May 12, 2026
Daniel William FisherDirectorStock award306May 12, 2026
Allen Bruno V. Di LeoDirectorStock award306May 12, 2026
Gary L. BelskeDirectorStock award306May 12, 2026
Marvin BoakyeVP - CHROGift150May 11, 2026
Nicole Lamb-HaleVP, CLO & Corporate SecretaryStock award290Apr 1, 2026
Luther E. PetersVP - Corporate ControllerTax withholding579Mar 1, 2026
Luther E. PetersVP - Corporate ControllerStock award1,888Mar 1, 2026
Amy Rochelle DavisVP & Pres. - Accelera and ComTax withholding3,147Mar 1, 2026
Amy Rochelle DavisVP & Pres. - Accelera and ComStock award5,181Mar 1, 2026
Marvin BoakyeVP - Chief Human Resources OffTax withholding2,735Mar 1, 2026

Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.

Congress trades in CMI

20 disclosures of 47 on record · median 22d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Jared MoskowitzStockSale$1,001 - $15,000-3.8%After the saleS&P 500 +16.9% · -20.7 pts vs S&P 500Mar 31, 2026Apr 30, 202630d
Josh GottheimerJointStockPurchase$1,001 - $15,000-4.3%S&P 500 +12.1% · -16.4 pts vs S&P 500Feb 5, 2026Mar 16, 202639d
Julia LetlowStockPurchase$1,001 - $15,000-14.6%S&P 500 +10.7% · -25.3 pts vs S&P 500Feb 4, 2026Mar 12, 202636d
Ro KhannaStockSale$1,001 - $15,000-3.9%After the saleS&P 500 +12.7% · -16.6 pts vs S&P 500Feb 5, 2026Mar 9, 202632d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000+18.1%S&P 500 +11.7% · +6.4 pts vs S&P 500Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockSale$1,001 - $15,000+18.1%After the saleS&P 500 +11.7% · +6.4 pts vs S&P 500Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockSale$1,001 - $15,000+18.2%After the saleS&P 500 +11.4% · +6.8 pts vs S&P 500Oct 31, 2025Nov 21, 202521d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000+59.8%S&P 500 +24.9% · +34.9 pts vs S&P 500Jun 24, 2025Aug 13, 202550d
Bruce WestermanStockSale$1,001 - $15,000+88.7%After the saleS&P 500 +47.9% · +40.8 pts vs S&P 500Apr 21, 2025May 12, 202521d
Marjorie Taylor GreeneStockPurchase$1,001 - $15,000+71.2%S&P 500 +34.9% · +36.3 pts vs S&P 500May 5, 2025May 6, 20251d
Bruce WestermanStockPurchase$1,001 - $15,000+45.4%S&P 500 +30.1% · +15.2 pts vs S&P 500Mar 3, 2025Apr 16, 202544d
Marjorie Taylor GreeneStockPurchase$1,001 - $15,000+74.5%S&P 500 +40.0% · +34.5 pts vs S&P 500Apr 9, 2025Apr 11, 20252d
Jared MoskowitzDependent childStockPurchase$1,001 - $15,000+45.2%S&P 500 +27.0% · +18.1 pts vs S&P 500Nov 8, 2024Dec 9, 202431d
Ro KhannaStockPurchase$1,001 - $15,000+78.2%S&P 500 +42.6% · +35.6 pts vs S&P 500Aug 2, 2024Sep 6, 202435d
Ro KhannaStockSale$50,001 - $100,000+72.3%After the saleS&P 500 +36.0% · +36.3 pts vs S&P 500Aug 20, 2024Sep 6, 202417d
John JamesStockSale$1,001 - $15,000+71.5%After the saleS&P 500 +38.0% · +33.5 pts vs S&P 500Sep 4, 2024Sep 6, 20242d
John JamesStockPurchase$1,001 - $15,000+136.2%S&P 500 +72.6% · +63.7 pts vs S&P 500Nov 10, 2023Sep 2, 2024297d
Ro KhannaStockPurchase$15,001 - $50,000+85.9%S&P 500 +38.9% · +47.0 pts vs S&P 500Jun 20, 2024Jul 8, 202418d
Ro KhannaStockPurchase$15,001 - $50,000+82.2%S&P 500 +39.6% · +42.6 pts vs S&P 500Jun 24, 2024Jul 8, 202414d
Jared MoskowitzDependent childStockPurchase$1,001 - $15,000+125.0%S&P 500 +77.8% · +47.2 pts vs S&P 500Sep 27, 2023Oct 12, 202315d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

Every Congress trade in CMI, filterable by party, chamber, type and account.

Members of Congress reporting a position

11 members · estimate, as of Oct 22, 2026

11 members report a position (estimated). The largest estimated position is in the $100,001 - $250,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Kevin HernRepublican · House$100,001 - $250,0000.7%
Jacky RosenDemocrat · Senate$15,001 - $50,0000.8%
Jared MoskowitzDemocrat · House$15,001 - $50,0000.9%
Gilbert Ray Cisneros, Jr.Democrat · House$15,001 - $50,0000.1%
Lucy McBathDemocrat · House$15,001 - $50,0000.4%
Carol D. MillerRepublican · House$1,001 - $15,0000.4%
Julie JohnsonDemocrat · House$1,001 - $15,0000.1%
Robert B. AderholtRepublican · House$1,001 - $15,0001.0%
Robert BresnahanRepublican · House$1,001 - $15,0000.1%
Josh GottheimerDemocrat · House$1,001 - $15,000<0.1%
Julia LetlowRepublican · House$1,001 - $15,0000.7%

Estimate, as of Oct 22, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.

Questions

Are insiders buying or selling CMI?

Across the 10 most recent open-market filings shown here, 0 were purchases and 10 were sales. One was scheduled in advance under a Rule 10b5-1 plan.

Which members of Congress have traded CMI?

Jared Moskowitz, Josh Gottheimer, Julia Letlow, Ro Khanna, Lisa C. McClain, Bruce Westerman and others disclosed CMI transactions in the filings shown here.

Which members of Congress hold CMI?

11 members of Congress report a position in CMI in the estimate we hold as of Oct 22, 2026. The largest estimated position belongs to Kevin Hern; the next largest, in the $15,001 - $50,000 band, include Jacky Rosen and Jared Moskowitz. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.

Is CMI in the S&P 500 or the Nasdaq 100?

Cummins Inc. is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.

How quickly are CMI trades disclosed?

Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 22 days, against the 45 the STOCK Act allows.

How to read a Form 4

A DECISION THE INSIDER MADE

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

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