CMI.NYSECummins INC

Form 4: Cummins Inc. Executive Amy R. Davis Reports Changes in Beneficial Ownership

Sentiment:

SEC Form 4 Filing


Amy R. Davis, VP & President of New Power at Cummins Inc., reports acquisition and disposal of common stock due to tax liabilities related to earned performance shares.

Summary

  • On March 1, 2024, Amy R. Davis, VP & President of New Power at Cummins Inc., reported changes in beneficial ownership of Cummins Inc. stock.
  • Davis acquired 2,340 shares of common stock at $0.00.
  • She disposed of 697 shares at $270.26 and 775 shares at $270.26 to cover tax liabilities related to earned performance shares.
  • Following these transactions, Davis directly owns 8,845.013 shares of Cummins Inc. common stock.
  • Davis also holds multiple stock options with varying exercise prices and expiration dates.

Sentiment

Score: 5

Explanation: The document is a standard regulatory filing detailing insider transactions. It doesn't inherently convey positive or negative sentiment, but rather provides factual information.

Industry Context

Form 4 filings are standard practice and provide transparency into the trading activities of company insiders, which can be an indicator of management's perspective on the company's valuation and future prospects.

Comparison to Industry Standards

  • Monitoring insider transactions is a common practice in financial analysis, with firms like Bloomberg, FactSet, and Thomson Reuters providing tools to track and analyze these filings.
  • Comparing the trading activity of Cummins Inc. insiders to those of peers like Caterpillar Inc. (CAT) and Deere & Company (DE) can provide insights into relative valuation and sentiment.
  • The disposal of shares to cover tax liabilities is a routine occurrence, but the size and frequency of these transactions can be compared to industry averages to assess potential concerns.

Stakeholder Impact

  • The transactions have a minor impact on shareholders as they involve a small percentage of the total outstanding shares.
  • The disposal of shares to cover tax liabilities is a normal part of executive compensation and does not indicate any fundamental change in the company's prospects.

Key Dates

DateDescription
06/01/2018Date of Stock Option (Right-to-Buy) with exercise price of $135.22
04/04/2019Date of Stock Option (Right-to-Buy) with exercise price of $109.09
04/03/2020Date of Stock Option (Right-to-Buy) with exercise price of $149.72
04/03/2021Date of Stock Option (Right-to-Buy) with exercise price of $160.1
04/04/2022Date of Stock Option (Right-to-Buy) with exercise price of $163.43
04/06/2023Date of Stock Option (Right-to-Buy) with exercise price of $142.12
07/01/2023Date of Stock Option (Right-to-Buy) with exercise price of $170.95
06/13/2023Date of Power of Attorney document
03/01/2024Date of reported transactions: acquisition and disposal of common stock
03/05/2024Date of signature for the report
06/01/2025Expiration Date of Stock Option (Right-to-Buy) with exercise price of $135.22
04/04/2026Expiration Date of Stock Option (Right-to-Buy) with exercise price of $109.09
04/03/2027Expiration Date of Stock Option (Right-to-Buy) with exercise price of $149.72
04/03/2028Expiration Date of Stock Option (Right-to-Buy) with exercise price of $160.1
04/04/2029Expiration Date of Stock Option (Right-to-Buy) with exercise price of $163.43
04/06/2030Expiration Date of Stock Option (Right-to-Buy) with exercise price of $142.12
07/01/2030Expiration Date of Stock Option (Right-to-Buy) with exercise price of $170.95

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