Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CMS ENERGY CORPCMS · Entity 3244 | EVP/CFO | March 26, 2026 | March 30, 2026 |
| CONSUMERS ENERGY COCMS.B · Entity 8805 | EVP/CFO | May 01, 2017 | May 03, 2017 |
| Fortive CorpFTV · Entity 3303 | Director | June 09, 2026 | June 11, 2026 |
| ITC Holdings Corp.ITC · Entity 181602 | EVP & CFO | October 14, 2016 | October 18, 2016 |
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 March 26, 2026 · Filed March 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 276,825 |
Reported balance
After 2026-03-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-26 · Grant · Acquired 6,316 · Balance 276,825 F1: Shares of Common Stock of CMS Energy Corporation ("CMS") were acquired as a result of CMS exceeding certain performance criteria established under the 2023 Restricted Stock Award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. F2: The total holdings reflect an adjustment of 784 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. |
| Common StockSEC Table I · non-derivative | Direct | 268,535 |
Reported balance
After 2026-03-26 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-26 · Tax withholding · Disposed 8,290 · Balance 268,535 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Common Stock of CMS Energy Corporation ("CMS") were acquired as a result of CMS exceeding certain performance criteria established under the 2023 Restricted Stock Award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan.
F2: The total holdings reflect an adjustment of 784 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 May 01, 2017 · Filed May 03, 2017
| 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 2017-05-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Fortive Corp
Report date June 09, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,326 |
Ending reported balance
After 2026-06-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-09 · Grant · Acquired 3,350 · Balance 32,151 F1: On June 9, 2026, the Issuer granted to the Reporting Person restricted stock units ("Annual Grant RSUs") of the Issuer in the amount indicated as the annual equity grant made to the Reporting Person. Since the Annual Grant RSUs are payable solely in common stock, they are being reported in Table I of this Form 4. The Annual Grant RSUs vest on the earlier of the first anniversary of the grant date or the date of the Issuer's 2027 annual meeting of the stockholders, but, based on the election of the Reporting Person, the underlying shares will not be issued until the earlier of the Reporting Person's death or the first day of the seventh month following the Reporting Person's retirement from the Board of Directors of the Issuer. Row 2 · 2026-06-09 · Grant · Acquired 2,175 · Balance 34,326 F2: On June 9, 2026, the Issuer granted to the Reporting Person restricted stock units ("Deferral RSUs") of the Issuer in the amount indicated, based on a 20-day average price of $59.78, pursuant to deferral election made by the Reporting Person of $130,000 in annual retainer that would otherwise have been paid in cash. Since the Deferral RSUs are payable solely in common stock, they are being reported in Table I of this Form 4. The Deferral RSUs vest on the earlier of the first anniversary of the grant date or the date of the Issuer's 2027 annual meeting of the stockholders, but the underlying shares will not be issued until the earlier of the Reporting Person's death or the first day of the seventh month following the Reporting Person's retirement from the Board of Directors of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 9, 2026, the Issuer granted to the Reporting Person restricted stock units ("Annual Grant RSUs") of the Issuer in the amount indicated as the annual equity grant made to the Reporting Person. Since the Annual Grant RSUs are payable solely in common stock, they are being reported in Table I of this Form 4. The Annual Grant RSUs vest on the earlier of the first anniversary of the grant date or the date of the Issuer's 2027 annual meeting of the stockholders, but, based on the election of the Reporting Person, the underlying shares will not be issued until the earlier of the Reporting Person's death or the first day of the seventh month following the Reporting Person's retirement from the Board of Directors of the Issuer.
F2: On June 9, 2026, the Issuer granted to the Reporting Person restricted stock units ("Deferral RSUs") of the Issuer in the amount indicated, based on a 20-day average price of $59.78, pursuant to deferral election made by the Reporting Person of $130,000 in annual retainer that would otherwise have been paid in cash. Since the Deferral RSUs are payable solely in common stock, they are being reported in Table I of this Form 4. The Deferral RSUs vest on the earlier of the first anniversary of the grant date or the date of the Issuer's 2027 annual meeting of the stockholders, but the underlying shares will not be issued until the earlier of the Reporting Person's death or the first day of the seventh month following the Reporting Person's retirement from the Board of Directors of the Issuer.
ITC Holdings Corp.
Report date October 14, 2016 · Filed October 18, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock Without Par ValueSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2016-10-14 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2016-10-14 · Disposition to issuer · Disposed 2,334 · Balance 37,921 F1: Pursuant to the Agreement and Plan of Merger among FortisUS Inc., Element Acquisition Sub Inc., Fortis Inc., and ITC Holdings Corp., dated as of February 9, 2016 (the "Merger Agreement"), at the effective time of the merger (the "Effective Time), each outstanding share converted into the right to receive US$22.57 plus .7520 of a share of Fortis Inc. stock, which fractional share had a market value of US$29.84 at the Effective Time. Row 2 · 2016-10-14 · Disposition to issuer · Disposed 37,921 · Balance 0 F2: Reporting Person held unvested restricted shares granted in 2014, 2015 and 2016 with time-based performance criteria. Pursuant to the Merger Agreement, these shares became vested at the Effective Time and converted into the right to receive cash. Row 3 · 2016-10-14 · Grant · Acquired 10,905.6883 · Balance 10,905.6883 F3: Reporting Person held performance shares granted in 2015 that, along with related dividend equivalents, would vest based on the satisfaction of certain performance criteria. Pursuant to the Merger Agreement, these shares became vested at the Effective Time and converted into the right to receive cash. Row 4 · 2016-10-14 · Disposition to issuer · Disposed 9,613.9258 · Balance 1,291.7625 Row 5 · 2016-10-14 · Disposition to issuer · Disposed 1,291.7625 · Balance 0 F3: Reporting Person held performance shares granted in 2015 that, along with related dividend equivalents, would vest based on the satisfaction of certain performance criteria. Pursuant to the Merger Agreement, these shares became vested at the Effective Time and converted into the right to receive cash. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.58 · Expires 2022-05-22 | Direct | 0 |
Reported balance
After 2016-10-14 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2016-10-14 · Disposition to issuer · Disposed 19,740 · Balance 0 F5: Option was cancelled at the Effective Time pursuant to the Merger Agreement in exchange for the right to receive cash. F4: These stock options were granted on May 20, 2014 and become exercisable in three equal installments beginning on the first anniversary of the grant date so long as the recipient remains an employee. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.31 · Expires 2023-05-14 | Direct | 0 |
Reported balance
After 2016-10-14 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2016-10-14 · Disposition to issuer · Disposed 15,990 · Balance 0 F5: Option was cancelled at the Effective Time pursuant to the Merger Agreement in exchange for the right to receive cash. F4: These stock options were granted on May 20, 2014 and become exercisable in three equal installments beginning on the first anniversary of the grant date so long as the recipient remains an employee. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.73 · Expires 2024-05-20 | Direct | 0 |
Reported balance
After 2016-10-14 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2016-10-14 · Disposition to issuer · Disposed 12,912 · Balance 0 F5: Option was cancelled at the Effective Time pursuant to the Merger Agreement in exchange for the right to receive cash. F6: This is a grant of restricted stock with a three year cliff vest provision. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.91 · Expires 2025-05-19 | Direct | 0 |
Reported balance
After 2016-10-14 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2016-10-14 · Disposition to issuer · Disposed 36,842 · Balance 0 F5: Option was cancelled at the Effective Time pursuant to the Merger Agreement in exchange for the right to receive cash. F7: These stock options were granted on May 19, 2015 and become exercisable in three equal installments beginning on the first anniversary of the grant date so long as the recipient remains an employee. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger among FortisUS Inc., Element Acquisition Sub Inc., Fortis Inc., and ITC Holdings Corp., dated as of February 9, 2016 (the "Merger Agreement"), at the effective time of the merger (the "Effective Time), each outstanding share converted into the right to receive US$22.57 plus .7520 of a share of Fortis Inc. stock, which fractional share had a market value of US$29.84 at the Effective Time.
F2: Reporting Person held unvested restricted shares granted in 2014, 2015 and 2016 with time-based performance criteria. Pursuant to the Merger Agreement, these shares became vested at the Effective Time and converted into the right to receive cash.
F3: Reporting Person held performance shares granted in 2015 that, along with related dividend equivalents, would vest based on the satisfaction of certain performance criteria. Pursuant to the Merger Agreement, these shares became vested at the Effective Time and converted into the right to receive cash.
F4: These stock options were granted on May 20, 2014 and become exercisable in three equal installments beginning on the first anniversary of the grant date so long as the recipient remains an employee.
F5: Option was cancelled at the Effective Time pursuant to the Merger Agreement in exchange for the right to receive cash.
F6: This is a grant of restricted stock with a three year cliff vest provision.
F7: These stock options were granted on May 19, 2015 and become exercisable in three equal installments beginning on the first anniversary of the grant date so long as the recipient remains an employee.
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 17, 2018 Filed Jan 19, 2018 14:42 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 26,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-000222 · form.xml · nonDerivative · entry 1 Hayes Rejji P · CIK 0001611961 · EVP/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,970 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. F2 · ownership.direct: The total holdings reflect an adjustment of 573 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, 2017 Filed May 3, 2017 18:35 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 27,685 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-001720 · form.xml · nonDerivative · entry 1 Hayes Rejji P · CIK 0001611961 · EVP/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,685 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 |
| October 14, 2016 Filed Oct 18, 2016 20:25 UTC | ITC Holdings Corp. ITC · Entity 181602 | Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative | 36,842 | $45.72 Strike: $35.91 | $1,684,416.24 |
DisclosureSEC source: 0001127602-16-064921 · form4.xml · derivative · entry 9 Hayes Rejji P · CIK 0001611961 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock Without Par Value · 36,842 shares Expires 2025-05-19 F5 · price: Option was cancelled at the Effective Time pursuant to the Merger Agreement in exchange for the right to receive cash. F7 · derivative.exercise_date: These stock options were granted on May 19, 2015 and become exercisable in three equal installments beginning on the first anniversary of the grant date so long as the recipient remains an employee. Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 20:25 UTC | ITC Holdings Corp. ITC · Entity 181602 | Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative | 12,912 | $45.72 Strike: $36.73 | $590,336.64 |
DisclosureSEC source: 0001127602-16-064921 · form4.xml · derivative · entry 8 Hayes Rejji P · CIK 0001611961 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock Without Par Value · 12,912 shares Expires 2024-05-20 F5 · price: Option was cancelled at the Effective Time pursuant to the Merger Agreement in exchange for the right to receive cash. F6 · derivative.exercise_date: This is a grant of restricted stock with a three year cliff vest provision. Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 20:25 UTC | ITC Holdings Corp. ITC · Entity 181602 | Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative | 15,990 | $45.72 Strike: $29.31 | $731,062.80 |
DisclosureSEC source: 0001127602-16-064921 · form4.xml · derivative · entry 7 Hayes Rejji P · CIK 0001611961 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock Without Par Value · 15,990 shares Expires 2023-05-14 F5 · price: Option was cancelled at the Effective Time pursuant to the Merger Agreement in exchange for the right to receive cash. F4 · derivative.exercise_date: These stock options were granted on May 20, 2014 and become exercisable in three equal installments beginning on the first anniversary of the grant date so long as the recipient remains an employee. Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 20:25 UTC | ITC Holdings Corp. ITC · Entity 181602 | Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative | 19,740 | $45.72 Strike: $23.58 | $902,512.80 |
DisclosureSEC source: 0001127602-16-064921 · form4.xml · derivative · entry 6 Hayes Rejji P · CIK 0001611961 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock Without Par Value · 19,740 shares Expires 2022-05-22 F5 · price: Option was cancelled at the Effective Time pursuant to the Merger Agreement in exchange for the right to receive cash. F4 · derivative.exercise_date: These stock options were granted on May 20, 2014 and become exercisable in three equal installments beginning on the first anniversary of the grant date so long as the recipient remains an employee. Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 20:25 UTC | ITC Holdings Corp. ITC · Entity 181602 | Disposition to issuerCommon Stock Without Par Value | 1,291.7625 | $45.72 | $59,059.38 |
DisclosureSEC source: 0001127602-16-064921 · form4.xml · nonDerivative · entry 5 Hayes Rejji P · CIK 0001611961 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: Reporting Person held performance shares granted in 2015 that, along with related dividend equivalents, would vest based on the satisfaction of certain performance criteria. Pursuant to the Merger Agreement, these shares became vested at the Effective Time and converted into the right to receive cash. Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 20:25 UTC | ITC Holdings Corp. ITC · Entity 181602 | Disposition to issuerCommon Stock Without Par Value | 9,613.9258 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-064921 · form4.xml · nonDerivative · entry 4 Hayes Rejji P · CIK 0001611961 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,291.7625 Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 20:25 UTC | ITC Holdings Corp. ITC · Entity 181602 | GrantCommon Stock Without Par Value | 10,905.6883 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-064921 · form4.xml · nonDerivative · entry 3 Hayes Rejji P · CIK 0001611961 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,905.6883 F3 · price: Reporting Person held performance shares granted in 2015 that, along with related dividend equivalents, would vest based on the satisfaction of certain performance criteria. Pursuant to the Merger Agreement, these shares became vested at the Effective Time and converted into the right to receive cash. Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 20:25 UTC | ITC Holdings Corp. ITC · Entity 181602 | Disposition to issuerCommon Stock Without Par Value | 37,921 | $45.72 | $1,733,748.12 |
DisclosureSEC source: 0001127602-16-064921 · form4.xml · nonDerivative · entry 2 Hayes Rejji P · CIK 0001611961 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Reporting Person held unvested restricted shares granted in 2014, 2015 and 2016 with time-based performance criteria. Pursuant to the Merger Agreement, these shares became vested at the Effective Time and converted into the right to receive cash. Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 20:25 UTC | ITC Holdings Corp. ITC · Entity 181602 | Disposition to issuerCommon Stock Without Par Value | 2,334 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-064921 · form4.xml · nonDerivative · entry 1 Hayes Rejji P · CIK 0001611961 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,921 F1 · price: Pursuant to the Agreement and Plan of Merger among FortisUS Inc., Element Acquisition Sub Inc., Fortis Inc., and ITC Holdings Corp., dated as of February 9, 2016 (the "Merger Agreement"), at the effective time of the merger (the "Effective Time), each outstanding share converted into the right to receive US$22.57 plus .7520 of a share of Fortis Inc. stock, which fractional share had a market value of US$29.84 at the Effective Time. 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.