Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CMS ENERGY CORPCMS · Entity 3244 | Director | May 02, 2025 | May 06, 2025 |
| LA-Z-BOY INCLZB · Entity 4804 | Director | December 30, 2021 | January 04, 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 May 02, 2025 · Filed May 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,098 |
Reported balance
After 2025-05-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-02 · Grant · Acquired 2,401 · Balance 42,098 F1: Grant of 2,401 shares of Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. F2: The total holdings reflect an adjustment of 489 additional shares of Common Stock of CMS acquired as a result of dividend reinvestment pursuant to prior Restricted Stock Awards ("Award"), and an adjustment of 703 additional Restricted Stock Units purchased on behalf of the reporting person as a result of automatic acquisition of Restricted Stock Units in lieu of cash dividends pursuant to the terms of the Award. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of 2,401 shares of Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date.
F2: The total holdings reflect an adjustment of 489 additional shares of Common Stock of CMS acquired as a result of dividend reinvestment pursuant to prior Restricted Stock Awards ("Award"), and an adjustment of 703 additional Restricted Stock Units purchased on behalf of the reporting person as a result of automatic acquisition of Restricted Stock Units in lieu of cash dividends pursuant to the terms of the Award.
LA-Z-BOY INC
Report date December 30, 2021 · Filed January 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 98,713 |
Reported balance
After 2021-12-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-12-30 · Sale · Disposed 70,000 · Balance 98,713 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.91 to $36.55, inclusive. The reporting person undertakes to provide issuer, any security holder of issuer, 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 range set forth in this footnote. F2: The sales reported on this line of the Form 4 were effected pursuant to a pre-arranged stock trading plan adopted by the reporting person on July 2, 2021, in accordance with the guidelines specified under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Under the plan, up to 350,000 of the shares of the company's common stock held by the reporting person may be sold in an orderly manner, subject to certain criteria in the plan, including minimum price levels. |
| Common SharesSEC Table I · non-derivative | Indirectby Charitable Lead Trust | 24,260 |
Reported balance
Holding disclosure · report date 2021-12-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 24,260 F3: The reporting person is the trustee of the trust and holds a remainder interest in the trust. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
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 $35.91 to $36.55, inclusive. The reporting person undertakes to provide issuer, any security holder of issuer, 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 range set forth in this footnote.
F2: The sales reported on this line of the Form 4 were effected pursuant to a pre-arranged stock trading plan adopted by the reporting person on July 2, 2021, in accordance with the guidelines specified under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Under the plan, up to 350,000 of the shares of the company's common stock held by the reporting person may be sold in an orderly manner, subject to certain criteria in the plan, including minimum price levels.
F3: The reporting person is the trustee of the trust and holds a remainder interest in the trust. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| February 20, 2020 Filed Feb 21, 2020 21:15 UTC | LA-Z-BOY INC LZB · Entity 4804 | SaleCommon Shares | 9,500 | $35.34 | $335,703.40 |
DisclosureSEC source: 0000057131-20-000008 · wf-form4_158231973024557.xml · nonDerivative · entry 4 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 557,407 F1 · kind: The option exercise or sale reported on this line of this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 19, 2019. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.57, inclusive. Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 21:15 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionCommon Shares | 9,500 | $25.99 | $246,905.00 |
DisclosureSEC source: 0000057131-20-000008 · wf-form4_158231973024557.xml · nonDerivative · entry 3 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 566,907 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise or sale reported on this line of this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 19, 2019. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:15 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionStock Option (right to buy) · Derivative | 61,113 | $0.00 Strike: $25.99 | $0.00 |
DisclosureSEC source: 0000057131-20-000008 · wf-form4_158231973024557.xml · derivative · entry 10 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,857 Underlying: Common Shares · 61,113 shares Expires 2026-06-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise or sale reported on this line of this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 19, 2019. F5 · derivative.exercise_date: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:15 UTC | LA-Z-BOY INC LZB · Entity 4804 | SaleCommon Shares | 61,113 | $35.00 | $2,139,168.90 |
DisclosureSEC source: 0000057131-20-000008 · wf-form4_158231973024557.xml · nonDerivative · entry 2 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 557,407 F1 · kind: The option exercise or sale reported on this line of this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 19, 2019. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.235, inclusive. The reporting person undertakes to provide issuer, any security holder of issuer, 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 footnotes 2 and 3 of this Form 4. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:15 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionCommon Shares | 61,113 | $25.99 | $1,588,326.87 |
DisclosureSEC source: 0000057131-20-000008 · wf-form4_158231973024557.xml · nonDerivative · entry 1 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 618,520 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise or sale reported on this line of this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 19, 2019. Read SEC document |
| December 12, 2019 Filed Feb 21, 2020 21:15 UTC | LA-Z-BOY INC LZB · Entity 4804 | GiftCommon Shares | 1,850 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-20-000008 · wf-form4_158231973024557.xml · nonDerivative · entry 8 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by Charitable Lead Trust Disclosed balance after: 27,175 F4 · ownership.nature: The reporting person is the trustee of the trust and holds a remainder interest in the trust. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 12, 2019 Filed Feb 21, 2020 21:15 UTC | LA-Z-BOY INC LZB · Entity 4804 | GiftCommon Shares | 1,365 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-20-000008 · wf-form4_158231973024557.xml · nonDerivative · entry 7 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 554,859 Read SEC document |
| October 07, 2019 Filed Feb 21, 2020 21:15 UTC | LA-Z-BOY INC LZB · Entity 4804 | GiftCommon Shares | 296 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-20-000008 · wf-form4_158231973024557.xml · nonDerivative · entry 6 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 556,224 Read SEC document |
| September 26, 2019 Filed Feb 21, 2020 21:15 UTC | LA-Z-BOY INC LZB · Entity 4804 | GiftCommon Shares | 887 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-20-000008 · wf-form4_158231973024557.xml · nonDerivative · entry 5 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 556,520 Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 21:10 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantStock Option (right to buy) · Derivative | 83,113 | $0.00 Strike: $30.24 | $0.00 |
DisclosureSEC source: 0000057131-19-000019 · edgar.xml · derivative · entry 11 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,113 Underlying: Common Shares · 83,113 shares Expires 2029-06-17 F2 · derivative.exercise_date: These options were granted under the La-Z-Boy Incorporated 2017 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 21:10 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 21,825 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-19-000019 · edgar.xml · nonDerivative · entry 8 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 557,407 Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 21:10 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 22,726 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-19-000019 · edgar.xml · nonDerivative · entry 7 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 535,582 Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 21:10 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 10,954 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-19-000019 · edgar.xml · nonDerivative · entry 6 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 512,856 Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 21:10 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 3,966 | $30.24 | $119,931.84 |
DisclosureSEC source: 0000057131-19-000019 · edgar.xml · nonDerivative · entry 5 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 501,902 Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 21:10 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 9,096 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-19-000019 · edgar.xml · nonDerivative · entry 4 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505,868 Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 21:10 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 1,571 | $30.24 | $47,507.04 |
DisclosureSEC source: 0000057131-19-000019 · edgar.xml · nonDerivative · entry 3 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,772 Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 21:10 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 3,602 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-19-000019 · edgar.xml · nonDerivative · entry 2 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 498,343 Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 21:10 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 6,471 | $30.24 | $195,683.04 |
DisclosureSEC source: 0000057131-19-000019 · edgar.xml · nonDerivative · entry 1 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 494,741 Read SEC document |
| May 03, 2019 Filed May 7, 2019 19:22 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-001373 · form.xml · nonDerivative · entry 1 DARROW KURT L · CIK 0001263270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,510 F1 · shares: Grant of 2,715 shares of Restricted Stock Units pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. F2 · ownership.direct: The total holdings reflect an adjustment of 249 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 286 additional Restricted Stock Units purchased on behalf of the reporting person as a result of an automatic acquisition of Restricted Stock Units 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 04, 2019 Filed Mar 4, 2019 22:24 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionEmployee stock option (right to buy) · Derivative | 66,372 | $0.00 Strike: $23.63 | $0.00 |
DisclosureSEC source: 0000057131-19-000008 · edgar.xml · derivative · entry 14 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 66,372 shares Expires 2024-06-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| March 04, 2019 Filed Mar 4, 2019 22:24 UTC | LA-Z-BOY INC LZB · Entity 4804 | SaleCommon Shares | 66,372 | $34.03 | $2,258,864.82 |
DisclosureSEC source: 0000057131-19-000008 · edgar.xml · nonDerivative · entry 7 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503,582 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.77 to $34.60, inclusive. Read SEC document |
| March 04, 2019 Filed Mar 4, 2019 22:24 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionCommon Shares | 66,372 | $23.63 | $1,568,370.36 |
DisclosureSEC source: 0000057131-19-000008 · edgar.xml · nonDerivative · entry 6 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569,954 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 22:24 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionEmployee stock option (right to buy) · Derivative | 42,480 | $0.00 Strike: $23.63 | $0.00 |
DisclosureSEC source: 0000057131-19-000008 · edgar.xml · derivative · entry 13 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,372 Underlying: Common Shares · 42,480 shares Expires 2024-06-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 22:24 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionEmployee stock option (right to buy) · Derivative | 57,520 | $0.00 Strike: $19.06 | $0.00 |
DisclosureSEC source: 0000057131-19-000008 · edgar.xml · derivative · entry 12 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 57,520 shares Expires 2023-06-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 22:24 UTC | LA-Z-BOY INC LZB · Entity 4804 | SaleCommon Shares | 100,000 | $34.39 | $3,438,680.00 |
DisclosureSEC source: 0000057131-19-000008 · edgar.xml · nonDerivative · entry 5 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503,582 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.21 to $34.85, inclusive. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 22:24 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionCommon Shares | 42,480 | $23.63 | $1,003,802.40 |
DisclosureSEC source: 0000057131-19-000008 · edgar.xml · nonDerivative · entry 4 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 603,582 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 22:24 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionCommon Shares | 57,520 | $19.06 | $1,096,331.20 |
DisclosureSEC source: 0000057131-19-000008 · edgar.xml · nonDerivative · entry 3 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 561,102 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:24 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionEmployee stock option (right to buy) · Derivative | 37,060 | $0.00 Strike: $19.06 | $0.00 |
DisclosureSEC source: 0000057131-19-000008 · edgar.xml · derivative · entry 11 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,520 Underlying: Common Shares · 37,060 shares Expires 2023-06-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:24 UTC | LA-Z-BOY INC LZB · Entity 4804 | SaleCommon Shares | 37,060 | $34.47 | $1,277,569.38 |
DisclosureSEC source: 0000057131-19-000008 · edgar.xml · nonDerivative · entry 2 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503,582 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.405 to $34.56, inclusive. The reporting person undertakes to provide issuer, any security holder of issuer, 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 footnotes 2, 3 and 4 to this Form 4. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:24 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionCommon Shares | 37,060 | $19.06 | $706,363.60 |
DisclosureSEC source: 0000057131-19-000008 · edgar.xml · nonDerivative · entry 1 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 540,642 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 19, 2018 Filed Mar 4, 2019 22:24 UTC | LA-Z-BOY INC LZB · Entity 4804 | GiftCommon Shares | 1,975 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-19-000008 · edgar.xml · nonDerivative · entry 9 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Charitable Lead Trust Disclosed balance after: 29,025 F5 · ownership.nature: The reporting person is the trustee of the trust and holds a remainder interest in the trust. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 19, 2018 Filed Mar 4, 2019 22:24 UTC | LA-Z-BOY INC LZB · Entity 4804 | GiftCommon Shares | 2,370 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-19-000008 · edgar.xml · nonDerivative · entry 8 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 501,212 Read SEC document |
| August 30, 2018 Filed Aug 31, 2018 18:22 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionStock Option (right to buy) · Derivative | 31,481 | $0.00 Strike: $11.97 | $0.00 |
DisclosureSEC source: 0000057131-18-000033 · edgar.xml · derivative · entry 8 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 31,481 shares Expires 2022-07-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| August 30, 2018 Filed Aug 31, 2018 18:22 UTC | LA-Z-BOY INC LZB · Entity 4804 | SaleCommon Shares | 31,481 | $33.18 | $1,044,580.51 |
DisclosureSEC source: 0000057131-18-000033 · edgar.xml · nonDerivative · entry 4 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503,582 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.00 to $33.375, inclusive. The reporting person undertakes to provide issuer, any security holder of issuer, 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 footnotes (2) and (3) to this Form 4. Read SEC document |
| August 30, 2018 Filed Aug 31, 2018 18:22 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionCommon Shares | 31,481 | $11.97 | $376,827.57 |
DisclosureSEC source: 0000057131-18-000033 · edgar.xml · nonDerivative · entry 3 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 535,063 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 29, 2018 Filed Aug 31, 2018 18:22 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionStock Option (right to buy) · Derivative | 46,628 | $0.00 Strike: $11.97 | $0.00 |
DisclosureSEC source: 0000057131-18-000033 · edgar.xml · derivative · entry 7 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,481 Underlying: Common Shares · 46,628 shares Expires 2022-07-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| August 29, 2018 Filed Aug 31, 2018 18:22 UTC | LA-Z-BOY INC LZB · Entity 4804 | SaleCommon Shares | 46,628 | $33.36 | $1,555,640.64 |
DisclosureSEC source: 0000057131-18-000033 · edgar.xml · nonDerivative · entry 2 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503,582 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.15 to $33.575, inclusive. Read SEC document |
| August 29, 2018 Filed Aug 31, 2018 18:22 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionCommon Shares | 46,628 | $11.97 | $558,137.16 |
DisclosureSEC source: 0000057131-18-000033 · edgar.xml · nonDerivative · entry 1 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550,210 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 17:39 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionStock Option (right to buy) · Derivative | 45,720 | $0.00 Strike: $11.97 | $0.00 |
DisclosureSEC source: 0000057131-18-000031 · edgar.xml · derivative · entry 5 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,109 Underlying: Common Shares · 45,720 shares Expires 2022-07-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 17:39 UTC | LA-Z-BOY INC LZB · Entity 4804 | SaleCommon Shares | 45,720 | $34.66 | $1,584,595.76 |
DisclosureSEC source: 0000057131-18-000031 · edgar.xml · nonDerivative · entry 2 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503,582 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.00 to $35.35, inclusive. The reporting person undertakes to provide to issuer, any security holder of issuer, 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. Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 17:39 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionCommon Shares | 45,720 | $11.97 | $547,268.40 |
DisclosureSEC source: 0000057131-18-000031 · edgar.xml · nonDerivative · entry 1 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 549,302 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 21:07 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantStock Options (right to buy) · Derivative | 132,772 | $0.00 Strike: $33.15 | $0.00 |
DisclosureSEC source: 0000057131-18-000019 · edgar.xml · derivative · entry 10 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,772 Underlying: Common Shares · 132,772 shares Expires 2028-06-18 F2 · derivative.exercise_date: These options were granted under the La-Z-Boy Incorporated 2017 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 21:07 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 7,668 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-18-000019 · edgar.xml · nonDerivative · entry 7 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503,582 Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 21:07 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 888 | $33.15 | $29,437.20 |
DisclosureSEC source: 0000057131-18-000019 · edgar.xml · nonDerivative · entry 6 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 495,914 Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 21:07 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 2,036 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-18-000019 · edgar.xml · nonDerivative · entry 5 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,802 Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 21:07 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 3,330 | $33.15 | $110,389.50 |
DisclosureSEC source: 0000057131-18-000019 · edgar.xml · nonDerivative · entry 4 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 494,766 Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 21:07 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 7,636 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-18-000019 · edgar.xml · nonDerivative · entry 3 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 498,096 Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 21:07 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 2,829 | $33.15 | $93,781.35 |
DisclosureSEC source: 0000057131-18-000019 · edgar.xml · nonDerivative · entry 2 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 490,460 Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 21:07 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 5,304 | $33.15 | $175,827.60 |
DisclosureSEC source: 0000057131-18-000019 · edgar.xml · nonDerivative · entry 1 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 493,289 Read SEC document |
| May 04, 2018 Filed May 7, 2018 20:08 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-001446 · form.xml · nonDerivative · entry 1 DARROW KURT L · CIK 0001263270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,260 F1 · shares: Grant of 2,799 shares of Restricted Stock Units pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. F2 · ownership.direct: The total holdings reflect an adjustment of 167 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 Restricted Stock Units purchased on behalf of the reporting person as a result of an automatic acquisition of Restricted Stock Units 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.