Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CMS ENERGY CORPCMS · Entity 3244 | Director | June 07, 2024 | June 10, 2024 |
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 June 07, 2024 · Filed June 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,556 |
Reported balance
After 2024-06-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-06-07 · Sale · Disposed 2,360 · Balance 14,556 F1: The total holdings reflect an adjustment of 24 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 500 |
Reported balance
Holding disclosure · report date 2024-06-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 500 |
Filing footnotes · ownership attribution and instrument terms
F1: The total holdings reflect an adjustment of 24 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.
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 |
|---|---|---|---|---|---|---|
| June 07, 2024 Filed Jun 10, 2024 14:41 UTC | CMS ENERGY CORP CMS · Entity 3244 | SaleCommon Stock | 2,360 | $60.79 | $143,458.03 |
DisclosureSEC source: 0000811156-24-000106 · wk-form4_1718030493.xml · nonDerivative · entry 1 BARFIELD JON E · CIK 0001181676 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,556 F1 · ownership.direct: The total holdings reflect an adjustment of 24 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. Read SEC document |
| May 03, 2024 Filed May 6, 2024 19:37 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,843 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-24-000100 · wk-form4_1715024266.xml · nonDerivative · entry 1 BARFIELD JON E · CIK 0001181676 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,892 F1 · shares: Grant of 2,843 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 · ownership.direct: The total holdings reflect an adjustment of 67 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. Read SEC document |
| August 15, 2023 Filed Aug 16, 2023 12:53 UTC | CMS ENERGY CORP CMS · Entity 3244 | SaleCommon Stock | 2,345 | $56.06 | $131,460.70 |
DisclosureSEC source: 0000811156-23-000068 · wk-form4_1692190373.xml · nonDerivative · entry 1 BARFIELD JON E · CIK 0001181676 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,982 F1 · ownership.direct: The total holdings reflect an adjustment of 43 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. F2 · ownership.direct: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.02 to $56.11, inclusive. The reporting person undertakes to provide to CMS Energy Corporation ("CMS"), any security holder of CMS, 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 (1) to this Form 4. Read SEC document |
| May 05, 2023 Filed May 8, 2023 20:50 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,582 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-23-000050 · wf-form4_168357900327816.xml · nonDerivative · entry 1 BARFIELD JON E · CIK 0001181676 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,284 F1 · shares: Grant of 2,582 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 · ownership.direct: The total holdings reflect an adjustment of 82 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. Read SEC document |
| June 09, 2022 Filed Jun 10, 2022 13:30 UTC | CMS ENERGY CORP CMS · Entity 3244 | SaleCommon Stock | 1,267 | $69.44 | $87,975.54 |
DisclosureSEC source: 0000811156-22-000108 · wf-form4_165486781513370.xml · nonDerivative · entry 1 BARFIELD JON E · CIK 0001181676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,620 Read SEC document |
| May 06, 2022 Filed May 10, 2022 17:51 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,362 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-22-000092 · wf-form4_165220505544534.xml · nonDerivative · entry 1 BARFIELD JON E · CIK 0001181676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,887 F1 · shares: Grant of 2,362 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 · ownership.direct: The total holdings reflect an adjustment of 48 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. Read SEC document |
| August 23, 2021 Filed Aug 25, 2021 14:13 UTC | CMS ENERGY CORP CMS · Entity 3244 | SaleCommon Stock | 4,120 | $64.08 | $264,009.60 |
DisclosureSEC source: 0000811156-21-000062 · wf-form4_162990079344695.xml · nonDerivative · entry 2 BARFIELD JON E · CIK 0001181676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,477 F1 · ownership.direct: The total holdings reflect an adjustment of 34 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. Read SEC document |
| May 07, 2021 Filed May 10, 2021 19:22 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,345 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-21-000043 · wf-form4_162067453775527.xml · nonDerivative · entry 2 BARFIELD JON E · CIK 0001181676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,563 F1 · shares: Grant of 2,345 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 · ownership.direct: The total holdings reflect an adjustment of 56 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. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 17:06 UTC | CMS ENERGY CORP CMS · Entity 3244 | SaleCommon Stock | 4,800 | $60.96 | $292,589.28 |
DisclosureSEC source: 0000811156-20-000013 · primary_doc.xml · nonDerivative · entry 2 BARFIELD JON E · CIK 0001181676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,162 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.95 to $61.01, inclusive. The reporting person undertakes to provide to CMS Energy Corporation ("CMS"), any security holder of CMS, 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 (1) to this Form 4. F2 · ownership.direct: The total holdings reflect an adjustment of 18 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. Read SEC document |
| May 01, 2020 Filed May 4, 2020 19:07 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-001116 · form.xml · nonDerivative · entry 2 BARFIELD JON E · CIK 0001181676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,944 F1 · shares: Grant of 2,681 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 · ownership.direct: The total holdings reflect an adjustment of 36 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. Read SEC document |
| November 14, 2019 Filed Nov 15, 2019 17:49 UTC | CMS ENERGY CORP CMS · Entity 3244 | SaleCommon Stock | 8,390 | $60.75 | $509,689.14 |
DisclosureSEC source: 0001246360-19-002434 · form.xml · nonDerivative · entry 2 BARFIELD JON E · CIK 0001181676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,227 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.56 to $60.96, inclusive. he reporting person undertakes to provide to CMS Energy Corporation ("CMS"), any security holder of CMS, 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 (1) to this Form 4. F2 · ownership.direct: The total holdings reflect an adjustment of 297 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. Read SEC document |
| May 03, 2019 Filed May 7, 2019 19:21 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-001370 · form.xml · nonDerivative · entry 2 BARFIELD JON E · CIK 0001181676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,320 F1 · shares: Grant of 2,715 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 · ownership.direct: The total holdings reflect an adjustment of 452 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. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 15:56 UTC | CMS ENERGY CORP CMS · Entity 3244 | SaleCommon Stock | 2,861 | $48.45 | $138,623.75 |
DisclosureSEC source: 0001246360-18-002025 · form.xml · nonDerivative · entry 2 BARFIELD JON E · CIK 0001181676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,153 F1 · ownership.direct: The total holdings reflect an adjustment of 185 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 Read SEC document |
| May 04, 2018 Filed May 7, 2018 20:07 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-001443 · form.xml · nonDerivative · entry 2 BARFIELD JON E · CIK 0001181676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,829 F1 · shares: Grant of 2,799 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 · ownership.direct: The total holdings reflect an adjustment of 454 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. Read SEC document |
| August 03, 2017 Filed Aug 7, 2017 16:28 UTC | CMS ENERGY CORP CMS · Entity 3244 | SaleCommon Stock | 6,336 | $46.81 | $296,559.65 |
DisclosureSEC source: 0001246360-17-002512 · form.xml · nonDerivative · entry 2 BARFIELD JON E · CIK 0001181676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,576 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.77 to $46.83, inclusive. The reporting person undertakes to provide to CMS Energy Corporation ("CMS"), any security holder of CMS, 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 (1) to this Form 4. F2 · ownership.direct: The total holdings reflect an adjustment of 187 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. Read SEC document |
| May 05, 2017 Filed May 8, 2017 20:00 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-001755 · form.xml · nonDerivative · entry 2 BARFIELD JON E · CIK 0001181676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,725 F1 · shares: Grant of 2,861 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 · ownership.direct: The total holdings reflect an adjustment of 608 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. 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.