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EdgarHawk

Davis Amy Rochelle

VP & Pres. - Accelera and Com

Officer
3 filings analyzed · 1 company · Latest 2026-03-04

Companies

Company Buys Sells Direction
CUMMINS INC CMI 0 18 Net selling

Activity

March 2026
2026-03-04 CUMMINS INC CMI
medium
Sell
4,054 shares
$2,275,690
Significance 4/10

VP Davis sold 4,054 CMI shares (20.4% of holdings) for $2.3M on 2026-03-03; current price $574.06, 52-week high $605.63

Davis Amy Rochelle, VP & President of Accelera and Communications, executed 6 separate sales totaling 4,054 shares for $2,275,690.13 on 2026-03-03, reducing holdings from 19,861 shares to 15,807 shares. The shares sold at blended average price of $561.34, which is below the current price of $574.06 and significantly below the 52-week high of $605.63 where the stock peaked recently. At this ticker, Davis's prior measurable trade in August 2025 resulted in a 90-day return of +19.7% (stock rose after the sale), and that outcome was not well-timed for an insider seller. This multi-transaction filing shows systematic liquidation of a fifth of her CMI position within a single trading session, a material reduction in her stake.

February 2026
2026-02-24 CUMMINS INC CMI
low
Sell
1,864 shares
$1,093,504
Significance 4/10

VP Amy Rochelle Davis sells 1,864 shares of Cummins (CMI) for $1,093,504.05; retains 17.8K shares post-sale.

Davis completed 4 separate sales totaling 1,864 shares for $1,093,504.05 at prices ranging from $585.11 to $588.37 on 2026-02-23, reducing her holdings by 9.5%. Against a current price of $600.48, her transaction prices of approximately $586.64 (blended average) sit near the 52-week high of $605.63 and well above the 52-week low of $267.12. Her prior trades at CMI (5 prior sales) showed 0 of 5 well-timed at the 90-day mark, with average 90-day returns of +20.0% to +19.7%—meaning the stock rose materially after each prior sale. Her cross-ticker track record (6 prior sells) likewise shows a 0.00% 90-day well-timed rate with average 90d return of +19.1%, indicating a consistent historical pattern of selling before subsequent gains rather than ahead of declines. The current sale occurs near the stock's 52-week high, but the historical timing pattern offers no signal of forward-looking concern.

August 2025
2025-08-15 CUMMINS INC CMI
medium
Sell
5,002 shares
$2,015,215
Significance 4/10

VP Davis Amy Rochelle sold 5,002 shares of CMI for $2,015,215.33 in 6 separate transactions on 2025-08-14

Davis Amy Rochelle, VP & President of Accelera and Communications at Cummins, executed 6 separate sales on 2025-08-14 totaling 5,002 shares for $2,015,215.33, with individual transaction prices ranging from $399.58 to $405.33 and a blended average of $402.88. Her post-transaction holding of 20,738 shares represents a -19.4% reduction from her pre-transaction holdings of 25,740 shares. The sales occurred near the stock's 52-week high of $406.80 (current price $399.42 is -1.8% from that peak), and CMI has appreciated +15.6% over 30 days and +19.4% over 90 days, placing this transaction in a period of material stock price strength. The multiple discrete sales across a narrow price band suggest careful execution rather than an opportunistic single trade, though without scheduled trading plan disclosure in the filing details, the strategic rationale for the liquidation pattern cannot be inferred from the data.

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