Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CMS ENERGY CORPCMS · Entity 3244 | Director | May 03, 2019 | May 07, 2019 |
| NATIONAL FUEL GAS CONFG · Entity 3644 | Director | January 02, 2020 | January 03, 2020 |
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 03, 2019 · Filed May 07, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,394 |
Reported balance
After 2019-05-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-05-03 · Grant · Acquired 2,715 · Balance 44,394 F1: 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: The total holdings reflect an adjustment of 1144 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 2,715 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: The total holdings reflect an adjustment of 1144 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.
NATIONAL FUEL GAS CO
Report date January 02, 2020 · Filed January 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,378 |
Reported balance
After 2020-01-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-01-02 · Grant · Acquired 748 · Balance 31,378 F1: Acquired through quarterly grant under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired through quarterly grant under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation 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 |
|---|---|---|---|---|---|---|
| January 02, 2020 Filed Jan 3, 2020 18:21 UTC | NATIONAL FUEL GAS CO NFG · Entity 3644 | GrantCommon Stock | 748 | $45.69 | $34,176.12 |
DisclosureSEC source: 0001562180-20-000099 · primarydocument.xml · nonDerivative · entry 1 EWING STEPHEN E · CIK 0001167312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,378 F1 · security: Acquired through quarterly grant under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation Plan. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 18:54 UTC | NATIONAL FUEL GAS CO NFG · Entity 3644 | GrantCommon Stock | 948 | $46.17 | $43,769.16 |
DisclosureSEC source: 0001562180-19-005037 · primarydocument.xml · nonDerivative · entry 1 EWING STEPHEN E · CIK 0001167312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,630 F1 · security: Acquired through quarterly grant under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation Plan. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:34 UTC | NATIONAL FUEL GAS CO NFG · Entity 3644 | GrantCommon Stock | 827 | $52.93 | $43,768.98 |
DisclosureSEC source: 0001562180-19-003766 · primarydocument.xml · nonDerivative · entry 1 EWING STEPHEN E · CIK 0001167312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,682 F1 · security: Acquired through quarterly grant under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation 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: 0001246360-19-001365 · form.xml · nonDerivative · entry 1 EWING STEPHEN E · CIK 0001167312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,394 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 1144 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 |
| April 01, 2019 Filed Apr 2, 2019 20:21 UTC | NATIONAL FUEL GAS CO NFG · Entity 3644 | GrantCommon Stock | 719 | $60.87 | $43,761.94 |
DisclosureSEC source: 0001562180-19-002141 · primarydocument.xml · nonDerivative · entry 1 EWING STEPHEN E · CIK 0001167312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,855 F1 · security: Acquired through quarterly grant under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation Plan. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 17:00 UTC | NATIONAL FUEL GAS CO NFG · Entity 3644 | GrantCommon Stock | 866 | $50.56 | $43,784.96 |
DisclosureSEC source: 0001562180-19-000178 · primarydocument.xml · nonDerivative · entry 1 EWING STEPHEN E · CIK 0001167312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,136 F1 · security: Acquired through quarterly grant under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation Plan. Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 21:50 UTC | NATIONAL FUEL GAS CO NFG · Entity 3644 | GrantCommon Stock | 780 | $56.16 | $43,804.80 |
DisclosureSEC source: 0001562180-18-004114 · primarydocument.xml · nonDerivative · entry 1 EWING STEPHEN E · CIK 0001167312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,270 F1 · security: Acquired through quarterly grant under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation Plan. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 18:20 UTC | NATIONAL FUEL GAS CO NFG · Entity 3644 | GrantCommon Stock | 827 | $52.97 | $43,802.06 |
DisclosureSEC source: 0001562180-18-003196 · primarydocument.xml · nonDerivative · entry 1 EWING STEPHEN E · CIK 0001167312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,490 F1 · security: Acquired through quarterly grant under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation Plan. Read SEC document |
| May 04, 2018 Filed May 7, 2018 20:08 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-001448 · form.xml · nonDerivative · entry 1 EWING STEPHEN E · CIK 0001167312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,535 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 1,029 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 |
| April 02, 2018 Filed Apr 4, 2018 16:34 UTC | NATIONAL FUEL GAS CO NFG · Entity 3644 | GrantCommon Stock | 861 | $50.83 | $43,764.63 |
DisclosureSEC source: 0001562180-18-001818 · primarydocument.xml · nonDerivative · entry 1 EWING STEPHEN E · CIK 0001167312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,663 F1 · security: Acquired through quarterly grant under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation Plan. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 16:50 UTC | NATIONAL FUEL GAS CO NFG · Entity 3644 | GrantCommon Stock | 769 | $56.93 | $43,775.33 |
DisclosureSEC source: 0001562180-18-000184 · primarydocument.xml · nonDerivative · entry 1 EWING STEPHEN E · CIK 0001167312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,802 F1 · security: Acquired through quarterly grant under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation Plan. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 19:22 UTC | NATIONAL FUEL GAS CO NFG · Entity 3644 | GrantCommon Stock | 768 | $56.98 | $43,760.64 |
DisclosureSEC source: 0001562180-17-003196 · primarydocument.xml · nonDerivative · entry 1 EWING STEPHEN E · CIK 0001167312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,033 F1 · security: Acquired through quarterly grant under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation Plan. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 19:09 UTC | NATIONAL FUEL GAS CO NFG · Entity 3644 | GrantCommon Stock | 779 | $56.23 | $43,803.17 |
DisclosureSEC source: 0001562180-17-002446 · primarydocument.xml · nonDerivative · entry 1 EWING STEPHEN E · CIK 0001167312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,265 F1 · security: Acquired through quarterly grant under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation Plan. Read SEC document |
| May 05, 2017 Filed May 8, 2017 20:07 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-001757 · form.xml · nonDerivative · entry 1 EWING STEPHEN E · CIK 0001167312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,707 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 951 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 |
| April 03, 2017 Filed Apr 5, 2017 20:04 UTC | NATIONAL FUEL GAS CO NFG · Entity 3644 | GrantCommon Stock | 740 | $59.17 | $43,782.10 |
DisclosureSEC source: 0000070145-17-000028 · edgar.xml · nonDerivative · entry 1 EWING STEPHEN E · CIK 0001167312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,486 F1 · security: Acquired through quarterly grant under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation Plan. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 19:52 UTC | NATIONAL FUEL GAS CO NFG · Entity 3644 | GrantCommon Stock | 600 | $56.47 | $33,882.00 |
DisclosureSEC source: 0000070145-17-000003 · edgar.xml · nonDerivative · entry 1 EWING STEPHEN E · CIK 0001167312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,746 F1 · security: Acquired through quarterly grant under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation Plan. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 19:37 UTC | NATIONAL FUEL GAS CO NFG · Entity 3644 | GrantCommon Stock | 600 | $53.76 | $32,253.00 |
DisclosureSEC source: 0000070145-16-000162 · edgar.xml · nonDerivative · entry 1 EWING STEPHEN E · CIK 0001167312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,146 F1 · security: Acquired through quarterly grant under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation 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.