
Insider and congress filings
Cummins Inc. (CMI)
NYSE · Industrials · 341 insider transactions · 47 congress trades · last filed 2 months agoS&P 500
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%
Earnings
6 reported quarters · next on Nov 5, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 4, 2026 | $6.73 | $7.21 | $9.5B | $9.3B | EPS miss, GAAPRevenue in line |
| Q1 FY2026reported May 5, 2026 | $6.15 | $5.63 | $8.4B | $8.4B | EPS beatRevenue in line |
| Q4 FY2025reported Feb 5, 2026 | $5.81 | $5.10 | $8.5B | $8.1B | EPS beatRevenue beat |
| Q3 FY2025reported Nov 6, 2025 | $5.59 | $4.83 | $8.3B | $8.0B | EPS beatRevenue beat |
| Q2 FY2025reported Aug 5, 2025 | $6.43 | $5.23 | $8.6B | $8.4B | EPS beat, GAAPRevenue beat |
| Q1 FY2025reported May 5, 2025 | $5.96 | $4.91 | $8.2B | $8.2B | EPS 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| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| 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| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $8.2B | 11,503,261 | -2.8% | 8.33% |
| Vanguard Capital Management LLC | $6.4B | 9,010,359 | +0.4% | 6.52% |
| Vanguard Portfolio Management LLC | $5.4B | 7,534,991 | +0.5% | 5.46% |
| State Street Corp | $4.9B | 6,908,874 | +1.5% | 5.00% |
| FMR LLC | $4.3B | 6,085,944 | +12.1% | 4.41% |
| Fisher Asset Management, LLC | $2.6B | 3,595,361 | +2.8% | 2.60% |
| Geode Capital Management, LLC | $2.3B | 3,229,444 | -13.8% | 2.34% |
| Morgan Stanley | $2.2B | 3,107,922 | +1.4% | 2.25% |
| Bank of America Corp | $1.4B | 1,974,668 | +12.4% | 1.43% |
| Norges Bank | $1.3B | 1,779,281 | New | 1.29% |
| Northern Trust Corp | $1.3B | 1,772,846 | +2.9% | 1.28% |
| Raymond James Financial Inc | $1.1B | 1,504,689 | +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| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Cliff AsnessAQR Capital Management | $884.8M | 1,262,659 | 0.3% |
| Voloridge Investment Management | $138.7M | 194,407 | 0.6% |
| Zimmer Partners | $24.3M | 34,100 | 0.6% |
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.
Open-market insider trades
10 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Earl NewsomeVP - Chief Information Officer | Sold | 698 | $572.22 | $399K | Aug 24, 2026filed Aug 25, 2026 | 1d |
| Donald G. JacksonVP - Treasury & Tax | Sold · 3 lines | 730 | $710.92 | $519K | May 14, 2026filed May 14, 2026 | 0d |
| Bonnie J. FetchEVP & President - Operations | Sold · 2 lines | 1,286 | $702.66 | $903K | May 11, 2026filed May 13, 2026 | 2d |
| Jennifer Mary BushVP & Pres. - Power Systems | Sold · 6 lines | 5,000 | $696.21 | $3.5M | May 12, 2026filed May 13, 2026 | 1d |
| Brett Michael MerrittV.P & Pres. - Engine Business | Sold · 2 lines | 1,403 | $688.75 | $966K | May 11, 2026filed May 12, 2026 | 1d |
| Marvin BoakyeVP - CHRO | Sold · 5 lines | 3,481 | $679.90 | $2.4M | May 8, 2026filed May 11, 2026 | 1d |
| Nathan R. StonerVP - China ABO | Sold | 607 | $694.06 | $421K | May 11, 2026filed May 11, 2026 | 0d |
| Bonnie J. FetchEVP & President - Operations | Sold | 652 | $700.19 | $457K | May 11, 2026filed May 11, 2026 | 0d |
| Nicole Lamb-HaleVP, CAO & Corporate Secretary | Sold · 3 lines | 2,408 | $685.34 | $1.7M | May 8, 2026filed May 8, 2026 | 0d |
| Amy Rochelle DavisVP & Pres. - Accelera and Com | Sold · scheduled · 6 lines | 4,054 | $561.34 | $2.3M | Mar 3, 2026filed Mar 4, 2026 | 1d |
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)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Brett Michael MerrittV.P & Pres. - Engine Business | Gift | 218 | May 19, 2026 |
| Nathan R. StonerVP - China ABO | Gift | 600 | May 13, 2026 |
| Bonnie J. FetchEVP & President - Operations | Gift | 155 | May 13, 2026 |
| Matthew TsienDirector | Stock award | 306 | May 12, 2026 |
| John H. StoneDirector | Stock award | 306 | May 12, 2026 |
| Karen H. QuintosDirector | Stock award | 306 | May 12, 2026 |
| Kimberly A. NelsonDirector | Stock award | 306 | May 12, 2026 |
| William I. MillerDirector | Stock award | 306 | May 12, 2026 |
| Thomas J. LynchDirector | Stock award | 306 | May 12, 2026 |
| Carla A. HarrisDirector | Stock award | 306 | May 12, 2026 |
| Daniel William FisherDirector | Stock award | 306 | May 12, 2026 |
| Allen Bruno V. Di LeoDirector | Stock award | 306 | May 12, 2026 |
| Gary L. BelskeDirector | Stock award | 306 | May 12, 2026 |
| Marvin BoakyeVP - CHRO | Gift | 150 | May 11, 2026 |
| Nicole Lamb-HaleVP, CLO & Corporate Secretary | Stock award | 290 | Apr 1, 2026 |
| Luther E. PetersVP - Corporate Controller | Tax withholding | 579 | Mar 1, 2026 |
| Luther E. PetersVP - Corporate Controller | Stock award | 1,888 | Mar 1, 2026 |
| Amy Rochelle DavisVP & Pres. - Accelera and Com | Tax withholding | 3,147 | Mar 1, 2026 |
| Amy Rochelle DavisVP & Pres. - Accelera and Com | Stock award | 5,181 | Mar 1, 2026 |
| Marvin BoakyeVP - Chief Human Resources Off | Tax withholding | 2,735 | Mar 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 allowedSince 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.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Jared Moskowitz | Stock | Sale | $1,001 - $15,000 | -3.8%After the saleS&P 500 +16.9% · -20.7 pts vs S&P 500 | Mar 31, 2026 | Apr 30, 2026 | 30d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | -4.3%S&P 500 +12.1% · -16.4 pts vs S&P 500 | Feb 5, 2026 | Mar 16, 2026 | 39d |
| Julia Letlow | Stock | Purchase | $1,001 - $15,000 | -14.6%S&P 500 +10.7% · -25.3 pts vs S&P 500 | Feb 4, 2026 | Mar 12, 2026 | 36d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -3.9%After the saleS&P 500 +12.7% · -16.6 pts vs S&P 500 | Feb 5, 2026 | Mar 9, 2026 | 32d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +18.1%S&P 500 +11.7% · +6.4 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +18.1%After the saleS&P 500 +11.7% · +6.4 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +18.2%After the saleS&P 500 +11.4% · +6.8 pts vs S&P 500 | Oct 31, 2025 | Nov 21, 2025 | 21d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +59.8%S&P 500 +24.9% · +34.9 pts vs S&P 500 | Jun 24, 2025 | Aug 13, 2025 | 50d |
| Bruce Westerman | Stock | Sale | $1,001 - $15,000 | +88.7%After the saleS&P 500 +47.9% · +40.8 pts vs S&P 500 | Apr 21, 2025 | May 12, 2025 | 21d |
| Marjorie Taylor Greene | Stock | Purchase | $1,001 - $15,000 | +71.2%S&P 500 +34.9% · +36.3 pts vs S&P 500 | May 5, 2025 | May 6, 2025 | 1d |
| Bruce Westerman | Stock | Purchase | $1,001 - $15,000 | +45.4%S&P 500 +30.1% · +15.2 pts vs S&P 500 | Mar 3, 2025 | Apr 16, 2025 | 44d |
| Marjorie Taylor Greene | Stock | Purchase | $1,001 - $15,000 | +74.5%S&P 500 +40.0% · +34.5 pts vs S&P 500 | Apr 9, 2025 | Apr 11, 2025 | 2d |
| Jared MoskowitzDependent child | Stock | Purchase | $1,001 - $15,000 | +45.2%S&P 500 +27.0% · +18.1 pts vs S&P 500 | Nov 8, 2024 | Dec 9, 2024 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +78.2%S&P 500 +42.6% · +35.6 pts vs S&P 500 | Aug 2, 2024 | Sep 6, 2024 | 35d |
| Ro Khanna | Stock | Sale | $50,001 - $100,000 | +72.3%After the saleS&P 500 +36.0% · +36.3 pts vs S&P 500 | Aug 20, 2024 | Sep 6, 2024 | 17d |
| John James | Stock | Sale | $1,001 - $15,000 | +71.5%After the saleS&P 500 +38.0% · +33.5 pts vs S&P 500 | Sep 4, 2024 | Sep 6, 2024 | 2d |
| John James | Stock | Purchase | $1,001 - $15,000 | +136.2%S&P 500 +72.6% · +63.7 pts vs S&P 500 | Nov 10, 2023 | Sep 2, 2024 | 297d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | +85.9%S&P 500 +38.9% · +47.0 pts vs S&P 500 | Jun 20, 2024 | Jul 8, 2024 | 18d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | +82.2%S&P 500 +39.6% · +42.6 pts vs S&P 500 | Jun 24, 2024 | Jul 8, 2024 | 14d |
| Jared MoskowitzDependent child | Stock | Purchase | $1,001 - $15,000 | +125.0%S&P 500 +77.8% · +47.2 pts vs S&P 500 | Sep 27, 2023 | Oct 12, 2023 | 15d |
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.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
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, 202611 members report a position (estimated). The largest estimated position is in the $100,001 - $250,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Kevin Hern | Republican · House | $100,001 - $250,000 | 0.7% |
| Jacky Rosen | Democrat · Senate | $15,001 - $50,000 | 0.8% |
| Jared Moskowitz | Democrat · House | $15,001 - $50,000 | 0.9% |
| Gilbert Ray Cisneros, Jr. | Democrat · House | $15,001 - $50,000 | 0.1% |
| Lucy McBath | Democrat · House | $15,001 - $50,000 | 0.4% |
| Carol D. Miller | Republican · House | $1,001 - $15,000 | 0.4% |
| Julie Johnson | Democrat · House | $1,001 - $15,000 | 0.1% |
| Robert B. Aderholt | Republican · House | $1,001 - $15,000 | 1.0% |
| Robert Bresnahan | Republican · House | $1,001 - $15,000 | 0.1% |
| Josh Gottheimer | Democrat · House | $1,001 - $15,000 | <0.1% |
| Julia Letlow | Republican · House | $1,001 - $15,000 | 0.7% |
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
COMPENSATION PLUMBING
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.
