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 |
|---|---|---|---|---|---|---|
| December 13, 2017 Filed May 29, 2018 20:22 UTC | LA-Z-BOY INC LZB · Entity 4804 | GiftCommon Shares | 1,870 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-18-000010 · edgar.xml · nonDerivative · entry 2 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 498,593 Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 22:13 UTC | LA-Z-BOY INC LZB · Entity 4804 | GiftCommon Shares | 31,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-17-000002 · edgar.xml · nonDerivative · entry 1 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,773 Read SEC document |
| July 03, 2017 Filed May 29, 2018 20:22 UTC | LA-Z-BOY INC LZB · Entity 4804 | GiftCommon Shares | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-18-000010 · edgar.xml · nonDerivative · entry 1 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,463 Read SEC document |
| June 22, 2017 Filed Jun 26, 2017 21:24 UTC | LA-Z-BOY INC LZB · Entity 4804 | SaleCommon Shares | 100,000 | $31.52 | $3,152,450.00 |
DisclosureSEC source: 0001310524-17-000013 · edgar.xml · nonDerivative · entry 1 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 531,773 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.20 to $32.22, 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 |
| June 19, 2017 Filed Jun 21, 2017 21:53 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantStock Option (right to buy) · Derivative | 173,708 | $0.00 Strike: $27.25 | $0.00 |
DisclosureSEC source: 0001310524-17-000010 · edgar.xml · derivative · entry 8 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,708 Underlying: Common Shares · 173,708 shares Expires 2027-06-19 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 |
| June 19, 2017 Filed Jun 21, 2017 21:53 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 15,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001310524-17-000010 · edgar.xml · nonDerivative · entry 6 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 631,773 Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 21:53 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 10,479 | $0.00 | $0.00 |
DisclosureSEC source: 0001310524-17-000010 · edgar.xml · nonDerivative · entry 5 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 616,086 Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 21:53 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 2,435 | $27.25 | $66,353.75 |
DisclosureSEC source: 0001310524-17-000010 · edgar.xml · nonDerivative · entry 4 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605,607 Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 21:53 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 7,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001310524-17-000010 · edgar.xml · nonDerivative · entry 3 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 608,042 Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 21:53 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 1,413 | $27.25 | $38,504.25 |
DisclosureSEC source: 0001310524-17-000010 · edgar.xml · nonDerivative · entry 2 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600,339 Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 21:53 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 3,891 | $27.25 | $106,029.75 |
DisclosureSEC source: 0001310524-17-000010 · edgar.xml · nonDerivative · entry 1 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 601,752 Read SEC document |
| May 05, 2017 Filed May 8, 2017 20:07 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-001756 · form.xml · nonDerivative · entry 1 DARROW KURT L · CIK 0001263270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,023 F1 · shares: Grant of 2,861 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 169 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 190 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 |
| December 09, 2016 Filed Jun 6, 2017 21:40 UTC | LA-Z-BOY INC LZB · Entity 4804 | GiftCommon Shares | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001310524-17-000004 · edgar.xml · nonDerivative · entry 2 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605,643 Read SEC document |
| December 05, 2016 Filed Jun 6, 2017 21:40 UTC | LA-Z-BOY INC LZB · Entity 4804 | GiftCommon Shares | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001310524-17-000004 · edgar.xml · nonDerivative · entry 1 DARROW KURT L · CIK 0001263270 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605,743 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.