Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CMS ENERGY CORPCMS · Entity 3244 | Director | May 05, 2023 | May 08, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CMS ENERGY CORP
Report date May 05, 2023 · Filed May 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,100 |
Reported balance
After 2023-05-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-05 · Grant · Acquired 2,582 · Balance 48,100 F1: Grant of 2,582 shares of Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. F2: The total holdings reflect an adjustment of 1,072 additional shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of dividend reinvestment pursuant to the reporting person's participation in the CMS Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of 2,582 shares of Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date.
F2: The total holdings reflect an adjustment of 1,072 additional shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of dividend reinvestment pursuant to the reporting person's participation in the CMS Stock Purchase Plan.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 05, 2023 Filed May 8, 2023 20:52 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,582 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-23-000058 · wf-form4_168357914892302.xml · nonDerivative · entry 1 HARVEY WILLIAM D · CIK 0001209101 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,100 F1 · shares: Grant of 2,582 shares of Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. F2 · ownership.direct: The total holdings reflect an adjustment of 1,072 additional shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of dividend reinvestment pursuant to the reporting person's participation in the CMS Stock Purchase Plan. Read SEC document |
| May 06, 2022 Filed May 10, 2022 17:52 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,362 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-22-000095 · wf-form4_165220510691074.xml · nonDerivative · entry 1 HARVEY WILLIAM D · CIK 0001209101 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,446 F1 · shares: Grant of 2,362 shares of Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. F2 · ownership.direct: The total holdings reflect an adjustment of 944 additional shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of dividend reinvestment pursuant to the reporting person's participation in the CMS Stock Purchase Plan. Read SEC document |
| May 07, 2021 Filed May 10, 2021 19:24 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,345 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-21-000050 · wf-form4_162067465733759.xml · nonDerivative · entry 1 HARVEY WILLIAM D · CIK 0001209101 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,140 F1 · shares: Grant of 2,345 shares of Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. F2 · ownership.direct: The total holdings reflect an adjustment of 856 additional shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of dividend reinvestment pursuant to the reporting person's participation in the CMS Stock Purchase Plan. Read SEC document |
| May 01, 2020 Filed May 4, 2020 19:07 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-001118 · form.xml · nonDerivative · entry 1 HARVEY WILLIAM D · CIK 0001209101 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,939 F1 · shares: Grant of 2,681 shares of Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. F2 · ownership.direct: The total holdings reflect an adjustment of 693 additional shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of dividend reinvestment pursuant to the reporting person's participation in the CMS Stock Purchase Plan. Read SEC document |
| May 03, 2019 Filed May 7, 2019 19:21 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-001371 · form.xml · nonDerivative · entry 1 HARVEY WILLIAM D · CIK 0001209101 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,565 F1 · shares: Grant of 2,715 shares of Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. F2 · ownership.direct: The total holdings reflect an adjustment of 679 additional shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of dividend reinvestment pursuant to the reporting person's participation in the CMS Stock Purchase Plan. Read SEC document |
| May 04, 2018 Filed May 7, 2018 20:07 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-001444 · form.xml · nonDerivative · entry 1 HARVEY WILLIAM D · CIK 0001209101 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,171 F1 · shares: Grant of 2,799 shares of Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. F2 · ownership.direct: The total holdings reflect an adjustment of 579 additional shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of dividend reinvestment pursuant to the reporting person's participation in the CMS Stock Purchase Plan. Read SEC document |
| May 05, 2017 Filed May 8, 2017 20:14 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-001759 · form.xml · nonDerivative · entry 1 HARVEY WILLIAM D · CIK 0001209101 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,793 F1 · shares: Grant of 2,861 shares of Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. F2 · ownership.direct: The total holdings reflect an adjustment of 252 additional shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of dividend reinvestment pursuant to the reporting person's participation in the CMS Stock Purchase Plan. Read SEC document |
| November 09, 2016 Filed Nov 9, 2016 21:00 UTC | CMS ENERGY CORP CMS · Entity 3244 | PurchaseCommon Stock | 3,000 | $40.59 | $121,775.70 |
DisclosureSEC source: 0001246360-16-007103 · form.xml · nonDerivative · entry 1 HARVEY WILLIAM D · CIK 0001209101 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,680 F1 · ownership.direct: The total holdings reflect an adjustment of 246 additional shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of dividend reinvestment pursuant to the reporting person's participation in the CMS Stock Purchase Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.