Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CMS ENERGY CORPCMS · Entity 3244 | Vice Chairman | May 25, 2017 | May 30, 2017 |
| Otter Tail CorpOTTR · Entity 4087 | Director | April 13, 2026 | April 14, 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 25, 2017 · Filed May 30, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 187,773 |
Reported balance
After 2017-05-25 transaction · row 1
1 source rowRow 1 · 2017-05-25 · Sale · Disposed 50,000 · Balance 187,773 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.185 to $47.30, inclusive. The reporting person undertakes to provide to CMS Energy Corporation ("CMS"), any security holder of CMS, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (1) to this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.185 to $47.30, inclusive. The reporting person undertakes to provide to CMS Energy Corporation ("CMS"), any security holder of CMS, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (1) to this Form 4.
Otter Tail Corp
Report date April 13, 2026 · Filed April 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,600 |
Reported balance
After 2026-04-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-13 · Grant · Acquired 1,500 · Balance 17,600 F1: Shares of Common Stock acquired under the 2023 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on April 13, 2026 will vest in near-equal installments of one-third per year beginning April 8, 2027. F2: This grant has a fair market value of $91.15. F3: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Common Stock acquired under the 2023 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on April 13, 2026 will vest in near-equal installments of one-third per year beginning April 8, 2027.
F2: This grant has a fair market value of $91.15.
F3: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions.
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 |
|---|---|---|---|---|---|---|
| April 13, 2026 Filed Apr 14, 2026 17:47 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179875-26-000002 · wk-form4_1776188822.xml · nonDerivative · entry 1 WEBB THOMAS J · CIK 0001179875 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,600 F1 · kind: Shares of Common Stock acquired under the 2023 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on April 13, 2026 will vest in near-equal installments of one-third per year beginning April 8, 2027. F2 · price: This grant has a fair market value of $91.15. F3 · balance_after: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions. Read SEC document |
| April 13, 2025 Filed Apr 14, 2025 19:45 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-25-000058 · wk-form4_1744659908.xml · nonDerivative · entry 1 WEBB THOMAS J · CIK 0001179875 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,100 F1 · kind: Shares of Common Stock acquired under the 2023 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on April 13, 2025 will vest in near-equal installments of one-third per year beginning April 8, 2026. F2 · price: This grant has a fair market value of $77.59. F3 · balance_after: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions. Read SEC document |
| April 08, 2024 Filed Apr 9, 2024 16:16 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-24-000071 · wk-form4_1712679371.xml · nonDerivative · entry 1 WEBB THOMAS J · CIK 0001179875 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,400 F1 · kind: Shares of Common Stock acquired under the 2023 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on April 8, 2024 will vest in near-equal installments of one-third per year beginning April 8, 2025. F2 · price: This grant has a fair market value of $87.02. F3 · balance_after: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions. Read SEC document |
| April 17, 2023 Filed Apr 19, 2023 16:56 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-23-000114 · wf-form4_168192336372719.xml · nonDerivative · entry 1 WEBB THOMAS J · CIK 0001179875 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,700 F1 · kind: Shares of Common Stock acquired under the 2023 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on April 17, 2023 will vest in near-equal installments of one-third per year beginning April 8, 2024. F2 · price: This grant has a fair market value of $73.3525. F3 · balance_after: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions. Read SEC document |
| April 11, 2022 Filed Apr 12, 2022 20:19 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-22-008761 · rdgdoc.xml · nonDerivative · entry 1 WEBB THOMAS J · CIK 0001179875 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,800 F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on 4/11/2022 will vest in near-equal installments of one-third per year beginning April 8, 2023. F2 · price: The grant has a fair market value of $63.135. F3 · balance_after: Total direct holdings include shares acquired individually pursuant to Restricted Stock Awards and Performance Share Award distributions. Read SEC document |
| April 12, 2021 Filed Apr 13, 2021 21:16 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-21-008849 · rdgdoc.xml · nonDerivative · entry 1 WEBB THOMAS J · CIK 0001179875 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,900 F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on 4/12/2021 will vest in equal installments of one-third per year beginning April 8, 2022. F2 · price: This grant has a fair market value of $46.50. F3 · balance_after: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions. Read SEC document |
| April 20, 2020 Filed Apr 22, 2020 18:52 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-20-008199 · rdgdoc.xml · nonDerivative · entry 1 WEBB THOMAS J · CIK 0001179875 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on 4/20/2020 will vest in near-equal installments of one-third per year beginning April 8, 2021. F2 · price: This grant has a fair market value of $44.853. F3 · balance_after: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions. Read SEC document |
| April 08, 2019 Filed Apr 10, 2019 15:14 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-19-006850 · rdgdoc.xml · nonDerivative · entry 1 WEBB THOMAS J · CIK 0001179875 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,300 F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on 4/8/2019 will vest in near-equal installments of one-third per year beginning April 8, 2020. F2 · price: This grant has a fair market value of $49.73065. F3 · balance_after: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions. Read SEC document |
| April 09, 2018 Filed Apr 10, 2018 20:08 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-18-006603 · rdgdoc.xml · nonDerivative · entry 1 WEBB THOMAS J · CIK 0001179875 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,300 F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on 4/9/2018 will vest in near-equal installments of one-third per year beginning April 8, 2019. F2 · price: This grant has a fair market value of $43.40. Read SEC document |
| May 25, 2017 Filed May 30, 2017 17:00 UTC | CMS ENERGY CORP CMS · Entity 3244 | SaleCommon Stock | 50,000 | $47.23 | $2,361,590.00 |
DisclosureSEC source: 0001246360-17-002041 · form.xml · nonDerivative · entry 1 WEBB THOMAS J · CIK 0001179875 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,773 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.185 to $47.30, inclusive. The reporting person undertakes to provide to CMS Energy Corporation ("CMS"), any security holder of CMS, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (1) to this Form 4. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 18:35 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 10,577 | $45.01 | $476,070.77 |
DisclosureSEC source: 0001246360-17-001469 · form.xml · nonDerivative · entry 2 WEBB THOMAS J · CIK 0001179875 · Exec Vice Pres/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,773 Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 18:35 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 8,314 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-001469 · form.xml · nonDerivative · entry 1 WEBB THOMAS J · CIK 0001179875 · Exec Vice Pres/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,350 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 48 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 683 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 |
| February 23, 2017 Filed Feb 27, 2017 18:49 UTC | CMS ENERGY CORP CMS · Entity 3244 | SaleCommon Stock | 50,000 | $44.01 | $2,200,500.00 |
DisclosureSEC source: 0001246360-17-001060 · form.xml · nonDerivative · entry 1 WEBB THOMAS J · CIK 0001179875 · Exec Vice Pres/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,305 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.00 to $44.08, inclusive. The reporting person undertakes to provide to CMS Energy Corporation ("CMS"), any security holder of CMS, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (1) to this Form 4. Read SEC document |
| January 22, 2017 Filed Jan 24, 2017 19:28 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 12,536 | $42.33 | $530,648.88 |
DisclosureSEC source: 0001246360-17-000275 · form.xml · nonDerivative · entry 2 WEBB THOMAS J · CIK 0001179875 · Exec Vice Pres/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,305 Read SEC document |
| January 22, 2017 Filed Jan 24, 2017 19:28 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 11,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-000275 · form.xml · nonDerivative · entry 1 WEBB THOMAS J · CIK 0001179875 · Exec Vice Pres/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,841 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 | 32,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-000238 · form.xml · nonDerivative · entry 1 WEBB THOMAS J · CIK 0001179875 · Exec Vice Pres/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,645 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 168 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 1,794 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.