Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CMS ENERGY CORPCMS · Entity 3244 | Senior Vice President | March 26, 2026 | March 30, 2026 |
| CONSUMERS ENERGY COCMS.B · Entity 8805 | Senior Vice President | July 01, 2025 | July 11, 2025 |
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 | 17,170 |
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 674 · Balance 17,170 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 70 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 | 16,596 |
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 574 · Balance 16,596 |
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 70 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 July 01, 2025 · Filed July 11, 2025
| 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 2025-07-01 · 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 | 574 | $76.33 | $43,813.42 |
DisclosureSEC source: 0002076869-26-000006 · wk-form4_1774880946.xml · nonDerivative · entry 2 Snyder Lauren Y · CIK 0002076869 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,596 Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 14:29 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 674 | $0.00 | $0.00 |
DisclosureSEC source: 0002076869-26-000006 · wk-form4_1774880946.xml · nonDerivative · entry 1 Snyder Lauren Y · CIK 0002076869 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,170 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 70 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 19:37 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 3,526 | $0.00 | $0.00 |
DisclosureSEC source: 0002076869-26-000004 · wk-form4_1770061032.xml · nonDerivative · entry 1 Snyder Lauren Y · CIK 0002076869 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,426 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. Read SEC document |
| January 26, 2026 Filed Jan 28, 2026 16:37 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 747 | $71.53 | $53,432.91 |
DisclosureSEC source: 0002076869-26-000002 · wk-form4_1769618218.xml · nonDerivative · entry 2 Snyder Lauren Y · CIK 0002076869 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,900 Read SEC document |
| January 26, 2026 Filed Jan 28, 2026 16:37 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 77 | $0.00 | $0.00 |
DisclosureSEC source: 0002076869-26-000002 · wk-form4_1769618218.xml · nonDerivative · entry 1 Snyder Lauren Y · CIK 0002076869 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,647 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 58 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 05, 2025 Filed Sep 8, 2025 20:38 UTC | CMS ENERGY CORP CMS · Entity 3244 | SaleCommon Stock | 2,220 | $71.26 | $158,198.53 |
DisclosureSEC source: 0002076869-25-000010 · wk-form4_1757363928.xml · nonDerivative · entry 1 Snyder Lauren Y · CIK 0002076869 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,512 F1 · ownership.direct: The total holdings reflect an adjustment of 81 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.