Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CMS ENERGY CORPCMS · Entity 3244 | Executive Vice President & COO | March 26, 2026 | March 30, 2026 |
| CONSUMERS ENERGY COCMS.B · Entity 8805 | Senior Vice President | February 04, 2022 | February 09, 2022 |
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 | 72,747 |
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 2,021 · Balance 72,747 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 339 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 | 70,105 |
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 2,642 · Balance 70,105 |
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 339 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 February 04, 2022 · Filed February 09, 2022
| 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 2022-02-04 · 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 14:29 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 2,642 | $76.33 | $201,663.86 |
DisclosureSEC source: 0001910076-26-000008 · wk-form4_1774880941.xml · nonDerivative · entry 2 Berry Tonya L · CIK 0001910076 · Executive Vice President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,105 Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 14:29 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001910076-26-000008 · wk-form4_1774880941.xml · nonDerivative · entry 1 Berry Tonya L · CIK 0001910076 · Executive Vice President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,747 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 339 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 | 20,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001910076-26-000005 · wk-form4_1770060967.xml · nonDerivative · entry 1 Berry Tonya L · CIK 0001910076 · Executive Vice President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,387 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 | 2,993 | $71.53 | $214,089.29 |
DisclosureSEC source: 0001910076-26-000003 · wk-form4_1769618192.xml · nonDerivative · entry 2 Berry Tonya L · CIK 0001910076 · Executive Vice President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,936 Read SEC document |
| January 26, 2026 Filed Jan 28, 2026 16:36 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0001910076-26-000003 · wk-form4_1769618192.xml · nonDerivative · entry 1 Berry Tonya L · CIK 0001910076 · Executive Vice President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,929 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 833 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 17:55 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 2,249 | $73.50 | $165,301.50 |
DisclosureSEC source: 0001910076-25-000002 · wk-form4_1742925344.xml · nonDerivative · entry 2 Berry Tonya L · CIK 0001910076 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,866 Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 17:55 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001910076-25-000002 · wk-form4_1742925344.xml · nonDerivative · entry 1 Berry Tonya L · CIK 0001910076 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,115 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 72 additional shares of Common Stock of CMS acquired as a result of dividend reinvestment pursuant to the Award, and an adjustment of 222 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 16:44 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 12,085 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-25-000030 · wk-form4_1738601082.xml · nonDerivative · entry 1 Berry Tonya L · CIK 0001910076 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,653 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 19:29 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 2,248 | $65.77 | $147,850.96 |
DisclosureSEC source: 0000811156-25-000016 · wk-form4_1738351791.xml · nonDerivative · entry 2 Berry Tonya L · CIK 0001910076 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,568 Read SEC document |
| January 29, 2025 Filed Jan 31, 2025 19:29 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 155 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-25-000016 · wk-form4_1738351791.xml · nonDerivative · entry 1 Berry Tonya L · CIK 0001910076 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,816 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 196 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 536 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 21:12 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 979 | $58.97 | $57,731.63 |
DisclosureSEC source: 0000811156-24-000071 · wk-form4_1711487521.xml · nonDerivative · entry 2 Berry Tonya L · CIK 0001910076 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,929 Read SEC document |
| March 22, 2024 Filed Mar 26, 2024 21:12 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 993 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-24-000071 · wk-form4_1711487521.xml · nonDerivative · entry 1 Berry Tonya L · CIK 0001910076 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,908 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 75 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 213 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 19:37 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 12,840 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-24-000033 · wk-form4_1706297828.xml · nonDerivative · entry 1 Berry Tonya L · CIK 0001910076 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,627 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 15:07 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 796 | $56.44 | $44,926.24 |
DisclosureSEC source: 0000811156-24-000016 · wk-form4_1706022446.xml · nonDerivative · entry 2 Berry Tonya L · CIK 0001910076 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,787 Read SEC document |
| January 20, 2024 Filed Jan 23, 2024 15:07 UTC | CMS ENERGY CORP CMS · Entity 3244 | Disposition to issuerCommon Stock | 354 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-24-000016 · wk-form4_1706022446.xml · nonDerivative · entry 1 Berry Tonya L · CIK 0001910076 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,583 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. Read SEC document |
| December 01, 2023 Filed Dec 4, 2023 18:03 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 1,696 | $58.40 | $99,046.40 |
DisclosureSEC source: 0001910076-23-000005 · wk-form4_1701712992.xml · nonDerivative · entry 1 Berry Tonya L · CIK 0001910076 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,937 F1 · ownership.direct: The total holdings reflect an adjustment of 335 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 392 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 | 670 | $57.96 | $38,833.20 |
DisclosureSEC source: 0000811156-23-000034 · wf-form4_167994002365164.xml · nonDerivative · entry 2 Berry Tonya L · CIK 0001910076 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,906 Read SEC document |
| March 23, 2023 Filed Mar 27, 2023 18:00 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-23-000034 · wf-form4_167994002365164.xml · nonDerivative · entry 1 Berry Tonya L · CIK 0001910076 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,576 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 112 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 134 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 26, 2023 Filed Jan 30, 2023 19:24 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 9,608 | $0.00 | $0.00 |
DisclosureSEC source: 0001910076-23-000003 · wf-form4_167510667480067.xml · nonDerivative · entry 1 Berry Tonya L · CIK 0001910076 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,686 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 19:58 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 678 | $63.92 | $43,337.76 |
DisclosureSEC source: 0000811156-23-000001 · wf-form4_167407187798216.xml · nonDerivative · entry 2 Berry Tonya L · CIK 0001910076 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,078 Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 19:58 UTC | CMS ENERGY CORP CMS · Entity 3244 | Disposition to issuerCommon Stock | 82 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-23-000001 · wf-form4_167407187798216.xml · nonDerivative · entry 1 Berry Tonya L · CIK 0001910076 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,756 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 228 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 200 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 | 699 | $66.20 | $46,273.80 |
DisclosureSEC source: 0000811156-22-000069 · wf-form4_164797838190458.xml · nonDerivative · entry 2 Berry Tonya L · CIK 0001910076 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,410 Read SEC document |
| March 18, 2022 Filed Mar 22, 2022 19:46 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 508 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-22-000069 · wf-form4_164797838190458.xml · nonDerivative · entry 1 Berry Tonya L · CIK 0001910076 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,109 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 72 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 76 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.