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 |
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 | 39,850 |
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 39,850 F1: Grant of 2,411 shares of Restricted Stock Units 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 1,056 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 Units 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 1,056 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.
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 08, 2026 Filed May 11, 2026 22:27 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001401687-26-000002 · wk-form4_1778538437.xml · nonDerivative · entry 1 Butler Deborah H · CIK 0001401687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,850 F1 · shares: Grant of 2,411 shares of Restricted Stock Units 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 1,056 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. Read SEC document |
| May 02, 2025 Filed May 6, 2025 14:57 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,401 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-25-000065 · wk-form4_1746543450.xml · nonDerivative · entry 1 Butler Deborah H · CIK 0001401687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,383 F1 · shares: Grant of 2,401 shares of Restricted Stock Units 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 46 additional shares of Common Stock of CMS acquired as a result of dividend reinvestment pursuant to prior Restricted Stock Awards ("Award"), and an adjustment of 975 additional Restricted Stock Units purchased on behalf of the reporting person as a result of automatic acquisition of Restricted Stock Units in lieu of cash dividends pursuant to the terms of the Award. Read SEC document |
| May 03, 2024 Filed May 6, 2024 19:38 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,843 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-24-000101 · wk-form4_1715024282.xml · nonDerivative · entry 1 Butler Deborah H · CIK 0001401687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,961 F1 · shares: Grant of 2,843 shares of Restricted Stock Units 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 50 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, and an adjustment of 972 additional Restricted Stock Units purchased on behalf of the reporting person as a result of an automatic acquisition of Restricted Stock Units in lieu of cash dividends pursuant to the terms of the award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. Read SEC document |
| May 05, 2023 Filed May 8, 2023 20:49 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,582 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-23-000049 · wf-form4_168357897929761.xml · nonDerivative · entry 1 Butler Deborah H · CIK 0001401687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,096 F1 · shares: Grant of 2,582 shares of Restricted Stock Units 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 41 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, and an adjustment of 713 additional Restricted Stock Units purchased on behalf of the reporting person as a result of an automatic acquisition of Restricted Stock Units in lieu of cash dividends pursuant to the terms of the award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. Read SEC document |
| May 06, 2022 Filed May 10, 2022 17:51 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,362 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-22-000093 · wf-form4_165220507404919.xml · nonDerivative · entry 1 Butler Deborah H · CIK 0001401687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,760 F1 · shares: Grant of 2,362 shares of Restricted Stock Units 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 38 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, and an adjustment of 609 additional Restricted Stock Units purchased on behalf of the reporting person as a result of automatic acquisition of Restricted Stock Units in lieu of cash dividends pursuant to the terms of the award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. Read SEC document |
| May 07, 2021 Filed May 10, 2021 19:22 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,345 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-21-000042 · wf-form4_162067451926255.xml · nonDerivative · entry 1 Butler Deborah H · CIK 0001401687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,751 F1 · shares: Grant of 2,345 shares of Restricted Stock Units 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 38 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, and an adjustment of 530 additional Restricted Stock Units purchased on behalf of the reporting person as a result of automatic acquisition of Restricted Stock Units in lieu of cash dividends pursuant to the terms of the award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. Read SEC document |
| May 01, 2020 Filed May 4, 2020 19:08 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-001120 · form.xml · nonDerivative · entry 1 Butler Deborah H · CIK 0001401687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,838 F1 · shares: Grant of 2,681 shares of Restricted Stock Units 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 33 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, and an adjustment of 406 additional Restricted Stock Units purchased on behalf of the reporting person as a result of an automatic acquisition of Restricted Stock Units in lieu of cash dividends pursuant to the terms of the award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock 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: 0001246360-19-001368 · form.xml · nonDerivative · entry 1 Butler Deborah H · CIK 0001401687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,718 F1 · shares: Grant of 2,715 shares of Restricted Stock Units 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 37 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, and an adjustment of 362 additional Restricted Stock Units purchased on behalf of the reporting person as a result of an automatic acquisition of Restricted Stock Units in lieu of cash dividends pursuant to the terms of the award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock 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: 0001246360-18-001445 · form.xml · nonDerivative · entry 1 Butler Deborah H · CIK 0001401687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,604 F1 · shares: Grant of 2,799 shares of Restricted Stock Units 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 35 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, and an adjustment of 271 additional Restricted Stock Units purchased on behalf of the reporting person as a result of an automatic acquisition of Restricted Stock Units in lieu of cash dividends pursuant to the terms of the award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock 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: 0001246360-17-001758 · form.xml · nonDerivative · entry 1 Butler Deborah H · CIK 0001401687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,499 F1 · shares: Grant of 2,861 shares of Restricted Stock Units 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 35 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, and an adjustment of 190 additional Restricted Stock Units purchased on behalf of the reporting person as a result of an automatic acquisition of Restricted Stock Units in lieu of cash dividends pursuant to the terms of the award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock 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.