Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CMS ENERGY CORPCMS · Entity 3244 | EVP/CFO | July 31, 2026 | August 03, 2026 |
| CONSUMERS ENERGY COCMS.B · Entity 8805 | EVP/CFO | June 03, 2026 | June 09, 2026 |
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 July 31, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,895 |
Reported balance
After 2026-07-31 transaction · row 1
1 source rowRow 1 · 2026-07-31 · Purchase · Acquired 200 · Balance 34,895 |
CONSUMERS ENERGY CO
Report date June 03, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| $4.50 Preferred StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2026-06-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| July 31, 2026 Filed Aug 3, 2026 16:07 UTC | CMS ENERGY CORP CMS · Entity 3244 | PurchaseCommon Stock | 200 | $72.46 | $14,491.00 |
DisclosureSEC source: 0002137913-26-000008 · wk-form4_1785773236.xml · nonDerivative · entry 1 MADDIPATI SRIKANTH · CIK 0002137913 · EVP/CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,895 Read SEC document |
| June 15, 2026 Filed Jun 16, 2026 17:51 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 10,184 | $0.00 | $0.00 |
DisclosureSEC source: 0002137913-26-000006 · wk-form4_1781632299.xml · nonDerivative · entry 1 MADDIPATI SRIKANTH · CIK 0002137913 · EVP/CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,695 F1 · shares: Restricted Stock granted by CMS Energy Corporation ("CMS") pursuant to CMS' Performance Incentive Stock Plan and subject to a three-year "cliff" vesting schedule. 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.