Stone John H

Director Stone buys 1,000 CMI shares at $332.08; holdings rise 69.4% to 2,441 shares post-transaction.

Director Stone John H purchased 1,000 shares of Cummins Inc at $332.08 on 2025-05-16, increasing his holdings by 69.4% from 1,441 to 2,441 shares. The purchase occurred when CMI was trading 13.4% below its 52-week high of $386.07, though the stock has rebounded 19.2% in the past 30 days. Against Stone's own cross-ticker track record—5 prior open-market buys with an average 90-day return of -3.9% and a 40.00% win rate—this transaction represents a material individual position increase in a large-cap industrials company with stable fundamentals (P/E 15.94, revenue $8.2B, net income $850.0M, annual growth +0.1%). The scale of this purchase and significant percentage increase in his ownership stake warrants monitoring alongside the company's operational trajectory.

CEO Stone John H bought 7,500 ALLE shares at $140.70 ($1.1M); holdings now 120,481; stock up 1.1% in 30 days.

Stone John H, President and CEO, purchased 7,500 shares at $140.70, increasing holdings to 120,481 shares (+6.6% vs pre-transaction holdings). The company shows solid fundamentals with $967.1M quarterly revenue, $174.2M net income, and +11.6% annual revenue growth, though the stock trades at a P/E of 21.44 against a 52-week range of $105.09–$153.36. At the current price of $141.07, the stock is -8.0% from its 52-week high but up 1.1% over 30 days and 4.0% over 90 days. Reviewing his same-ticker history at ALLE, 2 of his 4 prior purchases generated positive 90-day returns (the July 2024 buys yielded +8.0% and +6.9% at the 90-day mark), while earlier trades showed mixed results. His cross-ticker track record across all tickers shows a 50% win rate at 90 days with an average 90-day return of -2.3%, suggesting moderate historical timing accuracy overall. The current buy occurs at a mid-range valuation relative to the 52-week band and reflects a CEO-level commitment to the company's ownership structure.

CEO Stone John H purchases 5,000 shares at avg $134.99 (filed 2024-07-26)

Stone John H, President and CEO of Allegion plc, executed 2 separate purchases totaling 5,000 shares for $674,925.28 at blended average price of $134.99 on 2024-07-26. His post-transaction holdings increased to 118,640 shares (+4.4% vs pre-transaction). However, his cross-ticker track record shows negative average returns: 30d return of -2.3% and 90d return of -12.2% with 0% win rate across 2 prior buys. At Allegion specifically, his 2 prior purchases (2024-02-22 and 2023-07-27) showed mixed near-term results but both resulted in 90d declines of +1.3% and -7.1% respectively, with 0 of 2 prior buys well-timed at the 90-day mark. The current stock price of $139.34 reflects +17.9% gain over the past 30 days and sits at the 52-week high, providing limited margin of safety at the time of purchase relative to the blended entry price of $134.99.