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Wells LeeRoy Jr

Disclosed activity across 2 companies

Tapewire entity
81607
SEC CIK
0001834917

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
CMS ENERGY CORPCMS · Entity 3244Senior Vice PresidentMarch 21, 2025March 25, 2025
CONSUMERS ENERGY COCMS.B · Entity 8805Senior Vice PresidentDecember 01, 2020December 03, 2020

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 21, 2025 · Filed March 25, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect87,971 Reported balance After 2025-03-21 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2025-03-21 · Grant · Acquired 3,493 · Balance 87,971

F1: 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: The total holdings reflect an adjustment of 264 additional shares of Common Stock of CMS acquired as a result of dividend reinvestment pursuant to the Award, and an adjustment of 319 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.

Common StockSEC Table I · non-derivativeDirect84,348 Reported balance After 2025-03-21 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2025-03-21 · Tax withholding · Disposed 3,623 · Balance 84,348

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 2022 Restricted Stock Award ("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 264 additional shares of Common Stock of CMS acquired as a result of dividend reinvestment pursuant to the Award, and an adjustment of 319 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.

CONSUMERS ENERGY CO

Report date December 01, 2020 · Filed December 03, 2020

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
$4.50 Preferred StockSEC Table I · non-derivativeDirect0 Reported balance Holding disclosure · report date 2020-12-01 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 0

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
March 21, 2025 Filed Mar 25, 2025 17:50 UTC CMS ENERGY CORP CMS · Entity 3244 Tax withholdingCommon Stock 3,623 $73.50 $266,290.50
Disclosure

SEC source: 0001834917-25-000002 · wk-form4_1742925043.xml · nonDerivative · entry 2

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,348

Read SEC document
March 21, 2025 Filed Mar 25, 2025 17:50 UTC CMS ENERGY CORP CMS · Entity 3244 GrantCommon Stock 3,493 $0.00 $0.00
Disclosure

SEC source: 0001834917-25-000002 · wk-form4_1742925043.xml · nonDerivative · entry 1

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,971

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 264 additional shares of Common Stock of CMS acquired as a result of dividend reinvestment pursuant to the Award, and an adjustment of 319 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 16:42 UTC CMS ENERGY CORP CMS · Entity 3244 GrantCommon Stock 16,464 $0.00 $0.00
Disclosure

SEC source: 0000811156-25-000028 · wk-form4_1738600919.xml · nonDerivative · entry 1

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,895

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 19:28 UTC CMS ENERGY CORP CMS · Entity 3244 Tax withholdingCommon Stock 2,369 $65.77 $155,809.13
Disclosure

SEC source: 0000811156-25-000014 · wk-form4_1738351707.xml · nonDerivative · entry 2

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,431

Read SEC document
January 29, 2025 Filed Jan 31, 2025 19:28 UTC CMS ENERGY CORP CMS · Entity 3244 GrantCommon Stock 250 $0.00 $0.00
Disclosure

SEC source: 0000811156-25-000014 · wk-form4_1738351707.xml · nonDerivative · entry 1

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,800

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 779 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 806 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 1,841 $58.97 $108,563.77
Disclosure

SEC source: 0000811156-24-000075 · wk-form4_1711487580.xml · nonDerivative · entry 2

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,965

Read SEC document
March 22, 2024 Filed Mar 26, 2024 21:13 UTC CMS ENERGY CORP CMS · Entity 3244 GrantCommon Stock 2,838 $0.00 $0.00
Disclosure

SEC source: 0000811156-24-000075 · wk-form4_1711487580.xml · nonDerivative · entry 1

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,806

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 256 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 339 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 18,155 $0.00 $0.00
Disclosure

SEC source: 0000811156-24-000036 · wk-form4_1706297866.xml · nonDerivative · entry 1

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,373

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 1,468 $56.44 $82,853.92
Disclosure

SEC source: 0000811156-24-000015 · wk-form4_1706022434.xml · nonDerivative · entry 2

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,218

Read SEC document
January 20, 2024 Filed Jan 23, 2024 15:07 UTC CMS ENERGY CORP CMS · Entity 3244 Disposition to issuerCommon Stock 1,011 $0.00 $0.00
Disclosure

SEC source: 0000811156-24-000015 · wk-form4_1706022434.xml · nonDerivative · entry 1

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,686

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 583 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 700 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 17:59 UTC CMS ENERGY CORP CMS · Entity 3244 Tax withholdingCommon Stock 625 $57.96 $36,225.00
Disclosure

SEC source: 0000811156-23-000030 · wf-form4_167993996060340.xml · nonDerivative · entry 2

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,414

Read SEC document
March 23, 2023 Filed Mar 27, 2023 17:59 UTC CMS ENERGY CORP CMS · Entity 3244 GrantCommon Stock 881 $0.00 $0.00
Disclosure

SEC source: 0000811156-23-000030 · wf-form4_167993996060340.xml · nonDerivative · entry 1

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,039

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 170 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 231 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 19:26 UTC CMS ENERGY CORP CMS · Entity 3244 GrantCommon Stock 14,814 $0.00 $0.00
Disclosure

SEC source: 0001834917-23-000003 · wf-form4_167510678757621.xml · nonDerivative · entry 1

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,757

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 20:00 UTC CMS ENERGY CORP CMS · Entity 3244 Tax withholdingCommon Stock 670 $63.92 $42,826.40
Disclosure

SEC source: 0000811156-23-000009 · wf-form4_167407203227614.xml · nonDerivative · entry 2

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,943

Read SEC document
January 15, 2023 Filed Jan 18, 2023 20:00 UTC CMS ENERGY CORP CMS · Entity 3244 Disposition to issuerCommon Stock 111 $0.00 $0.00
Disclosure

SEC source: 0000811156-23-000009 · wf-form4_167407203227614.xml · nonDerivative · entry 1

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,613

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 236 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 262 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
August 16, 2022 Filed Aug 17, 2022 19:35 UTC CMS ENERGY CORP CMS · Entity 3244 Tax withholdingCommon Stock 179 $70.26 $12,576.54
Disclosure

SEC source: 0000811156-22-000115 · wf-form4_166076490444270.xml · nonDerivative · entry 1

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,226

F1 · ownership.direct: The total holdings reflect an adjustment of 107 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 116 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 19:45 UTC CMS ENERGY CORP CMS · Entity 3244 Tax withholdingCommon Stock 931 $66.20 $61,632.20
Disclosure

SEC source: 0000811156-22-000065 · wf-form4_164797829952963.xml · nonDerivative · entry 2

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,182

Read SEC document
March 18, 2022 Filed Mar 22, 2022 19:45 UTC CMS ENERGY CORP CMS · Entity 3244 GrantCommon Stock 677 $0.00 $0.00
Disclosure

SEC source: 0000811156-22-000065 · wf-form4_164797829952963.xml · nonDerivative · entry 1

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,113

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 108 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 138 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 19:14 UTC CMS ENERGY CORP CMS · Entity 3244 GrantCommon Stock 11,473 $0.00 $0.00
Disclosure

SEC source: 0000811156-22-000037 · wf-form4_164365643931675.xml · nonDerivative · entry 1

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,190

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 18:34 UTC CMS ENERGY CORP CMS · Entity 3244 Tax withholdingCommon Stock 1,471 $63.75 $93,776.25
Disclosure

SEC source: 0000811156-22-000017 · wf-form4_164261725642224.xml · nonDerivative · entry 2

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,717

Read SEC document
January 14, 2022 Filed Jan 19, 2022 18:34 UTC CMS ENERGY CORP CMS · Entity 3244 GrantCommon Stock 802 $0.00 $0.00
Disclosure

SEC source: 0000811156-22-000017 · wf-form4_164261725642224.xml · nonDerivative · entry 1

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,188

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 236 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 248 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 20:01 UTC CMS ENERGY CORP CMS · Entity 3244 Tax withholdingCommon Stock 1,105 $58.35 $64,476.75
Disclosure

SEC source: 0000811156-21-000020 · wf-form4_161652969256312.xml · nonDerivative · entry 2

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,902

Read SEC document
March 19, 2021 Filed Mar 23, 2021 20:01 UTC CMS ENERGY CORP CMS · Entity 3244 GrantCommon Stock 919 $0.00 $0.00
Disclosure

SEC source: 0000811156-21-000020 · wf-form4_161652969256312.xml · nonDerivative · entry 1

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,007

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 76 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 105 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 20, 2021 Filed Jan 22, 2021 17:35 UTC CMS ENERGY CORP CMS · Entity 3244 GrantCommon Stock 8,518 $0.00 $0.00
Disclosure

SEC source: 0001246360-21-000128 · form.xml · nonDerivative · entry 1

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,907

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 21, 2021 00:45 UTC CMS ENERGY CORP CMS · Entity 3244 Tax withholdingCommon Stock 1,709 $58.62 $100,181.58
Disclosure

SEC source: 0000811156-21-000010 · primary_doc.xml · nonDerivative · entry 2

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,389

Read SEC document
January 17, 2021 Filed Jan 21, 2021 00:45 UTC CMS ENERGY CORP CMS · Entity 3244 GrantCommon Stock 1,093 $0.00 $0.00
Disclosure

SEC source: 0000811156-21-000010 · primary_doc.xml · nonDerivative · entry 1

Wells LeeRoy Jr · CIK 0001834917 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,098

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.

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.