Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CMS ENERGY CORPCMS · Entity 3244 | Executive Vice President & CLO | March 26, 2026 | March 30, 2026 |
| CONSUMERS ENERGY COCMS.B · Entity 8805 | SVP and General Counsel | May 16, 2019 | May 24, 2019 |
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 | 113,636 |
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 · Disposed 3,284 · Balance 113,636 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 458 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 | 109,325 |
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 4,311 · Balance 109,325 |
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 458 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 16, 2019 · Filed May 24, 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 2019-05-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| March 26, 2026 Filed Mar 30, 2026 14:28 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 4,311 | $76.33 | $329,058.63 |
DisclosureSEC source: 0001777747-26-000006 · wk-form4_1774880935.xml · nonDerivative · entry 2 Johnson Shaun M · CIK 0001777747 · Executive Vice President & CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,325 Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 14:28 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 3,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001777747-26-000006 · wk-form4_1774880935.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · Executive Vice President & CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,636 F1 · kind: 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 · ownership.direct: The total holdings reflect an adjustment of 458 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 |
| January 29, 2026 Filed Feb 2, 2026 19:36 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 19,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001777747-26-000004 · wk-form4_1770060973.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · Executive Vice President & CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,894 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 |
| January 26, 2026 Filed Jan 28, 2026 16:36 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 4,821 | $71.53 | $344,846.13 |
DisclosureSEC source: 0001777747-26-000002 · wk-form4_1769618200.xml · nonDerivative · entry 2 Johnson Shaun M · CIK 0001777747 · Executive Vice President & CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,147 Read SEC document |
| January 26, 2026 Filed Jan 28, 2026 16:36 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 374 | $0.00 | $0.00 |
DisclosureSEC source: 0001777747-26-000002 · wk-form4_1769618200.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · Executive Vice President & CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,968 F1 · shares: 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 · balance_after: The total holdings reflect an adjustment of 418 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 |
| September 10, 2025 Filed Sep 11, 2025 16:07 UTC | CMS ENERGY CORP CMS · Entity 3244 | GiftCommon Stock | 715 | $0.00 | $0.00 |
DisclosureSEC source: 0001777747-25-000005 · wk-form4_1757606834.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,176 F1 · ownership.direct: The total holdings reflect an adjustment of 879 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 |
| March 21, 2025 Filed Mar 25, 2025 17:54 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 4,018 | $73.50 | $295,323.00 |
DisclosureSEC source: 0001777747-25-000002 · wk-form4_1742925289.xml · nonDerivative · entry 2 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,012 Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 17:54 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 3,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001777747-25-000002 · wk-form4_1742925289.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,030 F1 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") were acquired as a result of CMS exceeding certain performance criteria established under the 2022 Restricted Stock Award ("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 103 additional shares of Common Stock of CMS acquired as a result of dividend reinvestment pursuant to the Award, and an adjustment of 359 additional shares of Restricted Stock purchased on behalf of the reporting person as a result of automatic acquisition of Restricted Stock in lieu of cash dividends pursuant to the terms of the Award. Read SEC document |
| January 30, 2025 Filed Feb 3, 2025 16:38 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 18,581 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-25-000026 · wk-form4_1738600720.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,712 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 |
| January 29, 2025 Filed Jan 31, 2025 19:27 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 3,916 | $65.77 | $257,555.32 |
DisclosureSEC source: 0000811156-25-000013 · wk-form4_1738351649.xml · nonDerivative · entry 2 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,131 Read SEC document |
| January 29, 2025 Filed Jan 31, 2025 19:27 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 276 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-25-000013 · wk-form4_1738351649.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,047 F1 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") were acquired as a result of CMS exceeding certain performance criteria established under the 2022 Restricted Stock Award ("Award") granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan ("PISP"). F2 · balance_after: The total holdings reflect an adjustment of 898 additional shares of Common Stock of CMS acquired as a result of dividend reinvestment pursuant to the terms of the Award, and an adjustment of 900 additional shares of Restricted Stock purchased on behalf of the reporting person as a result of automatic acquisition of Restricted Stock in lieu of cash dividends pursuant to the terms of the Award. Read SEC document |
| March 22, 2024 Filed Mar 26, 2024 21:13 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 3,650 | $58.97 | $215,240.50 |
DisclosureSEC source: 0000811156-24-000077 · wk-form4_1711487612.xml · nonDerivative · entry 2 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,973 Read SEC document |
| March 22, 2024 Filed Mar 26, 2024 21:13 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 3,688 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-24-000077 · wk-form4_1711487612.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,623 F1 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") were acquired as a result of CMS exceeding certain performance criteria established under the 2021 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 301 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 381 additional shares of Restricted Stock purchased on behalf of the reporting person as a result of 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 25, 2024 Filed Jan 26, 2024 19:38 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 21,254 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-24-000039 · wk-form4_1706297914.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,253 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 |
| January 20, 2024 Filed Jan 23, 2024 15:06 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 2,779 | $56.44 | $156,846.76 |
DisclosureSEC source: 0000811156-24-000011 · wk-form4_1706022392.xml · nonDerivative · entry 2 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,999 Read SEC document |
| January 20, 2024 Filed Jan 23, 2024 15:06 UTC | CMS ENERGY CORP CMS · Entity 3244 | Disposition to issuerCommon Stock | 1,314 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-24-000011 · wk-form4_1706022392.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,778 F1 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") were forfeited of as a result of CMS failing to meet certain performance criteria established under the 2021 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 701 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 792 additional shares of Restricted Stock purchased on behalf of the reporting person as a result of 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 |
| March 23, 2023 Filed Mar 27, 2023 18:00 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 2,114 | $57.96 | $122,527.44 |
DisclosureSEC source: 0000811156-23-000033 · wf-form4_167994000852173.xml · nonDerivative · entry 2 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,599 Read SEC document |
| March 23, 2023 Filed Mar 27, 2023 18:00 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 1,933 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-23-000033 · wf-form4_167994000852173.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,713 F1 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") were acquired as a result of CMS exceeding certain performance criteria established under the 2020 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 205 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 shares of Restricted Stock purchased on behalf of the reporting person as a result of 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 13, 2023 Filed Feb 14, 2023 20:27 UTC | CMS ENERGY CORP CMS · Entity 3244 | SaleCommon Stock | 814 | $61.74 | $50,253.27 |
DisclosureSEC source: 0001777747-23-000005 · wf-form4_167640638886644.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,304 Read SEC document |
| January 26, 2023 Filed Jan 30, 2023 19:27 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 15,616 | $0.00 | $0.00 |
DisclosureSEC source: 0001777747-23-000003 · wf-form4_167510683840029.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,118 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 |
| January 15, 2023 Filed Jan 18, 2023 19:59 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 2,020 | $63.92 | $129,118.40 |
DisclosureSEC source: 0000811156-23-000004 · wf-form4_167407193774901.xml · nonDerivative · entry 2 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,502 Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 19:59 UTC | CMS ENERGY CORP CMS · Entity 3244 | Disposition to issuerCommon Stock | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-23-000004 · wf-form4_167407193774901.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,522 F1 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") were forfeited as a result of CMS failing to meet certain performance criteria established under the 2020 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 159 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 182 additional shares of Restricted Stock purchased on behalf of the reporting person as a result of 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 |
| November 28, 2022 Filed Nov 29, 2022 20:11 UTC | CMS ENERGY CORP CMS · Entity 3244 | SaleCommon Stock | 420 | $60.80 | $25,538.06 |
DisclosureSEC source: 0001777747-22-000004 · wf-form4_166975269003436.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,425 F1 · ownership.direct: The total holdings reflect an adjustment of 140 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 162 additional shares of Restricted Stock purchased on behalf of the reporting person as a result of 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 |
| June 10, 2022 Filed Jun 14, 2022 17:58 UTC | CMS ENERGY CORP CMS · Entity 3244 | SaleCommon Stock | 736 | $67.77 | $49,879.60 |
DisclosureSEC source: 0001777747-22-000002 · wf-form4_165522947664721.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,543 F1 · ownership.direct: The total holdings reflect an adjustment of 138 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 154 additional shares of Restricted Stock purchased on behalf of the reporting person as a result of 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 |
| March 18, 2022 Filed Mar 22, 2022 19:46 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 1,075 | $66.20 | $71,165.00 |
DisclosureSEC source: 0000811156-22-000068 · wf-form4_164797836381345.xml · nonDerivative · entry 2 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,987 Read SEC document |
| March 18, 2022 Filed Mar 22, 2022 19:46 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 772 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-22-000068 · wf-form4_164797836381345.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,062 F1 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") were acquired as a result of CMS exceeding certain performance criteria established under the 2019 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 142 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 182 additional shares of Restricted Stock purchased on behalf of the reporting person as a result of 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 27, 2022 Filed Jan 31, 2022 19:15 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 12,661 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-22-000040 · wf-form4_164365649420076.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,966 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 |
| January 14, 2022 Filed Jan 19, 2022 18:35 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 1,678 | $63.75 | $106,972.50 |
DisclosureSEC source: 0000811156-22-000020 · wf-form4_164261730642136.xml · nonDerivative · entry 2 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,305 Read SEC document |
| January 14, 2022 Filed Jan 19, 2022 18:35 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 916 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-22-000020 · wf-form4_164261730642136.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,983 F1 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") were acquired as a result of CMS exceeding certain performance criteria established under the 2019 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 325 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 360 additional shares of Restricted Stock purchased on behalf of the reporting person as a result of 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 |
| March 19, 2021 Filed Mar 23, 2021 20:03 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 1,150 | $58.35 | $67,102.50 |
DisclosureSEC source: 0000811156-21-000023 · wf-form4_161652977215853.xml · nonDerivative · entry 2 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,382 Read SEC document |
| March 19, 2021 Filed Mar 23, 2021 20:03 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 945 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-21-000023 · wf-form4_161652977215853.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,532 F1 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of CMS exceeding certain performance criteria established under the 2018 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 109 additional shares of Common Stock acquired as a result of dividend reinvestment pursuant to the reporting person's participation in the CMS Stock Purchase Plan, and an adjustment of 147 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 20, 2021 Filed Jan 22, 2021 17:28 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 11,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-21-000126 · form.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,331 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 |
| January 17, 2021 Filed Jan 20, 2021 23:42 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 1,771 | $58.62 | $103,816.02 |
DisclosureSEC source: 0000811156-21-000006 · primary_doc.xml · nonDerivative · entry 2 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,259 Read SEC document |
| January 17, 2021 Filed Jan 20, 2021 23:42 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 1,124 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-21-000006 · primary_doc.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,030 F1 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of CMS exceeding certain performance criteria established under the 2018 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 202 additional shares of Common Stock acquired as a result of dividend reinvestment pursuant to the reporting person's participation in the CMS Stock Purchase Plan, and an adjustment of 240 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 |
| March 20, 2020 Filed Mar 24, 2020 20:21 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 1,022 | $49.55 | $50,640.10 |
DisclosureSEC source: 0001246360-20-000975 · form.xml · nonDerivative · entry 2 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,464 Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 20:21 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 663 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-000975 · form.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,486 F1 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of CMS exceeding certain performance criteria established under the 2017 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 57 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 91 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 18, 2020 Filed Jan 22, 2020 20:49 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 1,656 | $65.65 | $108,716.40 |
DisclosureSEC source: 0001246360-20-000261 · form.xml · nonDerivative · entry 2 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,675 Read SEC document |
| January 18, 2020 Filed Jan 22, 2020 20:49 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 905 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-000261 · form.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,331 F1 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of CMS exceeding certain performance criteria established under the 2017 Restricted Stock Award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 16:49 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 6,955 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-000235 · form.xml · nonDerivative · entry 1 Johnson Shaun M · CIK 0001777747 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,426 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 111 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 182 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.