Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CMS ENERGY CORPCMS · Entity 3244 | Director | May 08, 2026 | May 11, 2026 |
| CONSUMERS ENERGY COCMS.B · Entity 8805 | Director | November 08, 2019 | November 12, 2019 |
| NATIONAL FUEL GAS CONFG · Entity 3644 | Director | October 01, 2026 | October 02, 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 May 08, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,903 |
Reported balance
After 2026-05-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 2,411 · Balance 20,903 F1: Grant of 2,411 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 470 additional shares of Common Stock of CMS acquired as a result of dividend reinvestment or equivalents pursuant to the Restricted Stock awards granted in accordance with the provisions of the CMS Performance Incentive Stock Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of 2,411 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 470 additional shares of Common Stock of CMS acquired as a result of dividend reinvestment or equivalents pursuant to the Restricted Stock awards granted in accordance with the provisions of the CMS Performance Incentive Stock Plan.
CONSUMERS ENERGY CO
Report date November 08, 2019 · Filed November 12, 2019
| 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 2019-11-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
NATIONAL FUEL GAS CO
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 358,674 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 577 · Balance 358,674 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 |
|---|---|---|---|---|---|---|
| December 19, 2016 Filed Dec 21, 2016 20:19 UTC | NATIONAL FUEL GAS CO NFG · Entity 3644 | Tax withholdingCommon Stock | 1,956 | $58.01 | $113,467.56 |
DisclosureSEC source: 0000070145-16-000204 · edgar.xml · nonDerivative · entry 2 TANSKI RONALD J · CIK 0001209940 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,717 F2 · shares: On December 19, 2016, the reporting person had 1,956 shares withheld and cancelled to cover minimum required tax withholdings due to the vesting of performance shares. These share cancellations are shown on Table I as dispositions (Transaction Code "D" in Column 4), although none of these cancelled shares were sold into the market, as indicated by Transaction Code "F" in Column 3. Read SEC document |
| December 19, 2016 Filed Dec 21, 2016 20:19 UTC | NATIONAL FUEL GAS CO NFG · Entity 3644 | Exercise / conversionCommon Stock | 3,792 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070145-16-000204 · edgar.xml · nonDerivative · entry 1 TANSKI RONALD J · CIK 0001209940 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,673 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 20:16 UTC | NATIONAL FUEL GAS CO NFG · Entity 3644 | Tax withholdingCommon Stock | 4,205 | $56.91 | $239,285.53 |
DisclosureSEC source: 0000070145-16-000181 · edgar.xml · nonDerivative · entry 4 TANSKI RONALD J · CIK 0001209940 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,881 F1 · shares: On December 7, 2016, the reporting person had 4,205 shares withheld and cancelled to cover minimum required tax withholdings due to the vesting of performance shares. These share cancellations are shown on Table I as dispositions (Transaction Code "D" in Column 4), although none of these cancelled shares were sold into the market, as indicated by Transaction Code "F" in Column 3. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 20:16 UTC | NATIONAL FUEL GAS CO NFG · Entity 3644 | GrantCommon Stock | 11,372 | $0.00 | $0.00 |
DisclosureSEC source: 0000070145-16-000181 · edgar.xml · nonDerivative · entry 3 TANSKI RONALD J · CIK 0001209940 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,086 Read SEC document |
| November 25, 2016 Filed Dec 9, 2016 20:16 UTC | NATIONAL FUEL GAS CO NFG · Entity 3644 | GiftCommon Stock | 995 | $0.00 | $0.00 |
DisclosureSEC source: 0000070145-16-000181 · edgar.xml · nonDerivative · entry 2 TANSKI RONALD J · CIK 0001209940 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,714 Read SEC document |
| November 17, 2016 Filed Dec 9, 2016 20:16 UTC | NATIONAL FUEL GAS CO NFG · Entity 3644 | GiftCommon Stock | 627 | $0.00 | $0.00 |
DisclosureSEC source: 0000070145-16-000181 · edgar.xml · nonDerivative · entry 1 TANSKI RONALD J · CIK 0001209940 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,709 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.