Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CMS ENERGY CORPCMS · Entity 3244 | Director · President and CEO | March 26, 2026 | March 30, 2026 |
| HUBBELL INCHUBB · Entity 3208 | Director | May 05, 2026 | May 07, 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 March 26, 2026 · Filed March 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 663,751 |
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 19,681 · Balance 663,751 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 2205 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 | 637,918 |
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 25,833 · Balance 637,918 |
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 2205 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.
HUBBELL INC
Report date May 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,155 |
Reported balance
After 2026-05-05 transaction · row 1
1 source rowRow 1 · 2026-05-05 · Grant · Acquired 341 · Balance 1,155 F1: Restricted stock grant vesting on date of next regularly scheduled Annual Meeting of Shareholders to be held in 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock grant vesting on date of next regularly scheduled Annual Meeting of Shareholders to be held in 2027.
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 |
|---|---|---|---|---|---|---|
| August 17, 2017 Filed Aug 21, 2017 18:28 UTC | CMS ENERGY CORP CMS · Entity 3244 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-002617 · form.xml · nonDerivative · entry 2 Rochow Garrick J · CIK 0001635192 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,307 F1 · ownership.direct: This transaction involved a gift of securities by the reporting person to his spouse. F2 · ownership.direct: The total holdings reflect an adjustment of 21 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 192 additional shares of Restricted Stock purchased on behalf of the reporting person as a result of an automatic acquisition of Restricted Stock 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 |
| August 17, 2017 Filed Aug 21, 2017 18:28 UTC | CMS ENERGY CORP CMS · Entity 3244 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-002617 · form.xml · nonDerivative · entry 1 Rochow Garrick J · CIK 0001635192 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 1,000 F1 · ownership.direct: This transaction involved a gift of securities by the reporting person to his spouse. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 18:35 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 2,116 | $45.01 | $95,241.16 |
DisclosureSEC source: 0001246360-17-001470 · form.xml · nonDerivative · entry 2 Rochow Garrick J · CIK 0001635192 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,094 Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 18:35 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 1,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-001470 · form.xml · nonDerivative · entry 1 Rochow Garrick J · CIK 0001635192 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,210 F1 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of CMS exceeding certain performance criteria established under the 2014 Restricted Stock Award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. F2 · ownership.direct: The total holdings reflect an adjustment of 20 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 223 additional shares of Restricted Stock purchased on behalf of the reporting person as a result of an automatic acquisition of Restricted Stock 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 |
| January 24, 2017 Filed Jan 26, 2017 18:28 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 7,006 | $41.97 | $294,041.82 |
DisclosureSEC source: 0001246360-17-000334 · form.xml · nonDerivative · entry 1 Rochow Garrick J · CIK 0001635192 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,304 Read SEC document |
| January 22, 2017 Filed Jan 24, 2017 19:21 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 3,298 | $42.33 | $139,604.34 |
DisclosureSEC source: 0001246360-17-000271 · form.xml · nonDerivative · entry 2 Rochow Garrick J · CIK 0001635192 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,310 Read SEC document |
| January 22, 2017 Filed Jan 24, 2017 19:21 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-000271 · form.xml · nonDerivative · entry 1 Rochow Garrick J · CIK 0001635192 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,608 F1 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of CMS exceeding certain performance criteria established under the 2014 Restricted Stock Award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 19:28 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 14,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-000239 · form.xml · nonDerivative · entry 1 Rochow Garrick J · CIK 0001635192 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,368 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 49 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 646 additional shares of Restricted Stock purchased on behalf of the reporting person as a result of an automatic acquisition of Restricted Stock 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.