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EdgarHawk

Smith Mark Andrew

VP - Chief Financial Officer

Officer
5 filings analyzed · 1 company · Latest 2025-11-10

Companies

Company Buys Sells Direction
CUMMINS INC CMI 0 25 Net selling

Activity

November 2025
2025-11-10 CUMMINS INC CMI
high
Sell
13,110 shares
$6,170,411
Significance 6/10

CMI CFO Smith sold 13,110 shares for $6,170,410.62 on 2025-11-06; position reduced 29.3% to 31,582 shares.

Mark Andrew Smith, VP and Chief Financial Officer of Cummins Inc., executed 6 separate sales on 2025-11-06 totaling 13,110 shares for $6,170,410.62 at a blended average price of $470.66. The sale reduces his holdings from 44,692 shares to 31,582 shares (a 29.3% reduction). At the current price of $484.34, the stock trades at the top of its 52-week range and has gained 17.2% over the past 30 days and 21.4% over the past 90 days. His prior trades at CMI show mixed outcomes: 5 previous sales registered gains in the 30-day period (ranging from +0.0% to +2.0%), though his cross-ticker track record reflects 10 prior sells with an average 90-day return of -4.9% and a 60.00% well-timed rate. The substantial scale and multi-tranche nature of this sale warrant observation alongside the company's current valuation (P/E of 24.04) and recent financial performance (net income of $559,000,000.00 on revenue of $8,317,000,000.00).

October 2025
2025-10-08 CUMMINS INC CMI
medium
Sell
8,000 shares
$3,514,402
Significance 5/10

CMI CFO Smith sells 8,000 shares ($3.5M) at $439.30; holds 31.6K shares post-transaction.

Smith Mark Andrew, VP and Chief Financial Officer of Cummins Inc., sold 8,000 shares at $439.30 on 2025-10-06, representing a 20.2% reduction in his holdings from 39.6K to 31.6K shares. The sale occurred near the 52-week high ($438.88), with the stock having gained 28.3% over the prior 90 days and 9.8% over the prior 30 days. His cross-ticker track record shows a 75.00% well-timed rate across 9 prior sells with an average 90-day return of -11.8%, suggesting a pattern of selling ahead of declines. However, at this specific ticker (CMI), his 5 prior trades show mixed results: recent sells from 2025-08-12 and 2025-08-13 posted positive 30-day returns (+4.1% and +1.3%), and his three most recent sales (2025-09-15 through 2025-09-17) lack measurable outcomes yet. The CFO's decision to sell a meaningful stake during a strong run-up—after the stock recovered from $267.12 to near its 52-week peak—merits investor attention given his demonstrated timing ability across broader holdings, though CMI-specific outcomes remain inconclusive.

September 2025
2025-09-17 CUMMINS INC CMI
high
Sell
9,080 shares
$3,774,789
Significance 7/10

CMI CFO Smith sells 9,080 shares for $3,774,789.46; strong 90d track record (75% well-timed) at this ticker.

Smith Mark Andrew, VP and Chief Financial Officer of Cummins Inc, executed 3 separate sales totaling 9,080 shares for $3,774,789.46 across September 15–17, 2025, at a blended average price of $415.73. His post-transaction holdings of 31,582 shares represent a reduction of 22.3% versus pre-transaction holdings of 40,662 shares. His prior trades at CMI show a 75.00% well-timed rate at the 90-day mark (3 of 3 prior sales were well-timed, meaning the stock fell after each sale). However, the two most recent CMI sales on 2025-08-12 and 2025-08-13 posted positive 30-day returns (+4.1% and +1.3% respectively), and their 90-day outcomes remain unmeasurable. The current share price of $411.78 is 0.9% below the 52-week high and represents a +30.7% gain over 90 days, which post-dates this filing. The substantial reduction in CFO equity position warrants monitoring given both the historical pattern of well-timed sales at this ticker and the most recent divergence from that pattern in late August.

August 2025
2025-08-14 CUMMINS INC CMI
medium
Sell
12,500 shares
$5,002,500
Significance 5/10

CFO Mark Andrew Smith sells 12.5K CMI shares for $5.0M over two days at $395.00–$405.00, reducing holdings by 28.4%.

CFO Mark Andrew Smith executed 2 separate sales totaling 12,500 shares for $5,002,500.00, reducing his post-transaction holdings from 44,082 to 31,582 shares (28.4% reduction). The sales occurred at $395.00 on 2025-08-12 and $405.00 on 2025-08-13, with a blended average price of $400.20, near the current price of $404.80. His prior 4 sales at CMI showed a 75.00% well-timed rate at the 90-day mark, with 3 of those trades preceding subsequent declines; however, his cross-ticker track record shows an 8.2% average 30-day decline and 11.8% average 90-day decline after sells. The stock is +18.4% over 30 days and +21.0% over 90 days, currently -0.5% from its 52-week high of $406.80, reflecting recent strength in the equity. CMI's fundamentals show $8.6B quarterly revenue, $928.0M net income, and a P/E of 18.19, with minimal annual revenue growth of 0.1%, suggesting modest organic momentum in the underlying business.

February 2025
2025-02-11 CUMMINS INC CMI
medium
Sell
11,430 shares
$4,281,359
Significance 4/10

CFO Mark Andrew Smith sold 11,430 shares of CMI for $4,281,359.15 on 2025-02-10 at blended avg $374.57.

Smith Mark Andrew, VP–Chief Financial Officer, executed 3 separate sales totaling 11,430 shares for $4,281,359.15 on 2025-02-10, reducing his holdings by -30.4% from 37,552 to 26,122 shares. The sales occurred at prices ranging from $373.64 to $375.68, near the 52-week high of $383.42 and above the current price of $372.55. His prior sale at CMI on 2024-02-16 was not well-timed at the 90-day mark (the stock rose +7.2% afterward), and his cross-ticker sales show a 0.00% well-timed rate, indicating limited historical success at selling ahead of declines. The company carries a low P/E of 9.38 with stable fundamentals ($8.5B revenue, +0.1% annual growth), neither signaling distress nor strong conviction from executive positioning.

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