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| Keyboard |
| Wood Jonathan David
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|---|---|
| CRD # | 109666 |
| SEC # | 801-13263 |
| CIK # | 0001967347 |
| AUM | |
| Employees | |
| Phone | 610-269-5900 |
| Address | 1139 Glenside Ave Downingtown, PA 19335 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 21 | 37.7 |
| By Discretionary | ||
| Discretionary | 19 | 17.2 |
| Non-Discretionary | 2 | 20.4 |
| Total | 21 | 37.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 37.7 | |
| Total | 21 | 37.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001967347] | |
| 4 | [0001967347] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Wood Jonathan David | |
| Cummins Inc |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Cummins Inc CMI
Common
|
2026-03-01 | Tax withheld | 888 | $583.87 | 518,477 |
|
Cummins Inc CMI
Common
|
2026-03-01 | Grant | 1,888 | $0.00 | |
|
Cummins Inc CMI
Common
|
2025-03-01 | Tax withheld | 543 | $368.18 | 199,922 |
|
Cummins Inc CMI
Common
|
2025-03-01 | Grant | 1,155 | $0.00 | |
|
Cummins Inc CMI
Common
|
2024-03-01 | Tax withheld | 550 | $270.26 | 148,643 |
|
Cummins Inc CMI
Common
|
2024-03-01 | Grant | 1,170 | $0.00 | |
|
Cummins Inc CMI
Stock Option (Right-to-Buy) · derivative
|
2024-02-15 | Option exercise | 2,665 | $0.00 | |
|
Cummins Inc CMI
Common
|
2024-02-15 | Option exercise | 2,665 | $142.12 | 378,750 |
|
Cummins Inc CMI
Common
|
2024-02-15 | Sell | 2,012 | $264.91 | 532,999 |
|
Cummins Inc CMI
Common
|
2023-03-01 | Tax withheld | 242 | $249.21 | 60,309 |
|
Cummins Inc CMI
Common
|
2023-03-01 | Grant | 513 | $0.00 |