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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 09-Apr-24 12:16 PM View:  | Otter Tail Corp (OTTR) | 08-Apr-24 | Grant | 1,700 | -- | -- | 13% 12.7K to 14.4K | |
| 19-Apr-23 12:56 PM View: | Otter Tail Corp (OTTR) | 17-Apr-23 | Grant | 1,900 | -- | -- | 18% 10.8K to 12.7K | |
| 12-Apr-22 4:19 PM View: | Otter Tail Corp (OTTR) | 11-Apr-22 | Grant | 1,900 | -- | -- | 21% 8.9K to 10.8K | |
| 13-Apr-21 5:16 PM View: | Otter Tail Corp (OTTR) | 12-Apr-21 | Grant | 2,400 | -- | -- | 37% 6.5K to 8.9K | |
| 22-Apr-20 2:52 PM View: | Otter Tail Corp (OTTR) | 20-Apr-20 | Grant | 2,200 | -- | -- | 51% 4.3K to 6.5K | |
| 10-Apr-19 11:14 AM View: | Otter Tail Corp (OTTR) | 08-Apr-19 | Grant | 2,000 | -- | -- | 87% 2.3K to 4.3K | |
| 10-Apr-18 4:08 PM View: | Otter Tail Corp (OTTR) | 09-Apr-18 | Grant | 2,300 | -- | -- | 100% 0 to 2.3K | |
| 30-May-17 1:00 PM View: | CMS Energy Corp. (CMS) | 25-May-17 | Market Sale | 50,000 | $47.23 | $2,361,590.00 | (21%) 237.77K to 187.77K | (14%) |
| 23-Mar-17 2:35 PM View: | CMS Energy Corp. (CMS) | 21-Mar-17 | Grant | 8,314 | -- | -- | 2% 488.39K to 496.7K | |
| 23-Mar-17 2:35 PM View: | CMS Energy Corp. (CMS) | 21-Mar-17 | Payment of Exercise | 10,577 | $45.01 | $476,071.00 | (2%) 496.7K to 486.12K | (19%) |
| 27-Feb-17 1:49 PM View: | CMS Energy Corp. (CMS) | 23-Feb-17 | Market Sale | 50,000 | $44.01 | $2,200,500.00 | (17%) 289.31K to 239.31K | (21%) |
| 24-Jan-17 2:28 PM View: | CMS Energy Corp. (CMS) | 22-Jan-17 | Grant | 11,196 | -- | -- | 4% 290.64K to 301.84K | |
| 24-Jan-17 2:28 PM View: | CMS Energy Corp. (CMS) | 22-Jan-17 | Payment of Exercise | 12,536 | $42.33 | $530,649.00 | (4%) 301.84K to 289.31K | (25%) |
| 20-Jan-17 2:28 PM View: | CMS Energy Corp. (CMS) | 18-Jan-17 | Grant | 32,520 | -- | -- | 13% 258.13K to 290.64K | |
| 05-May-16 1:21 PM View: | CMS Energy Corp. (CMS) | 04-May-16 | Market Sale | 100,000 | $41.52 | $4,152,000.00 | (28%) 356.16K to 256.16K | (26%) |
| 26-Jan-16 4:00 PM View: | CMS Energy Corp. (CMS) | 24-Jan-16 | Grant | 19,959 | -- | -- | 6% 357.87K to 377.83K | |
| 26-Jan-16 4:00 PM View: | CMS Energy Corp. (CMS) | 24-Jan-16 | Payment of Exercise | 22,471 | $36.55 | $821,315.00 | (6%) 377.83K to 355.36K | (41%) |
| 22-Jan-16 2:35 PM View: | CMS Energy Corp. (CMS) | 20-Jan-16 | Grant | 34,761 | -- | -- | 11% 323.11K to 357.87K | |
| 28-Jan-15 3:14 PM View: | CMS Energy Corp. (CMS) | 26-Jan-15 | Grant | 27,252 | -- | -- | 9% 320.16K to 347.42K | |
| 28-Jan-15 3:14 PM View: | CMS Energy Corp. (CMS) | 26-Jan-15 | Payment of Exercise | 27,675 | $37.46 | $1,036,710.00 | (8%) 347.42K to 319.74K | (33%) |
| 23-Jan-15 2:14 PM View: | CMS Energy Corp. (CMS) | 21-Jan-15 | Grant | 32,241 | -- | -- | 11% 287.92K to 320.16K | |
| 30-Jan-14 1:35 PM View: | CMS Energy Corp. (CMS) | 28-Jan-14 | Grant | 19,547 | -- | -- | 7% 288.29K to 307.84K | |
| 30-Jan-14 1:35 PM View: | CMS Energy Corp. (CMS) | 28-Jan-14 | Payment of Exercise | 23,476 | $26.96 | $632,913.00 | (8%) 307.84K to 284.36K | (78%) |
| 24-Jan-14 12:28 PM View: | CMS Energy Corp. (CMS) | 22-Jan-14 | Grant | 34,348 | -- | -- | 14% 253.94K to 288.29K | |
| 04-Sep-13 4:28 PM View: | CMS Energy Corp. (CMS) | 03-Sep-13 | Grant | 561 | -- | -- | < 1% 505.92K to 506.48K | |
| 04-Sep-13 4:28 PM View: | CMS Energy Corp. (CMS) | 03-Sep-13 | Payment of Exercise | 298 | $28.52 | $8,498.96 | (< 1%) 506.48K to 506.18K | |
| 06-Aug-13 4:28 PM View: | CMS Energy Corp. (CMS) | 04-Aug-13 | Grant | 27,932 | -- | -- | 5% 537.13K to 565.06K | |
| 06-Aug-13 4:28 PM View: | CMS Energy Corp. (CMS) | 04-Aug-13 | Payment of Exercise | 30,769 | $28.52 | $877,528.00 | (5%) 565.06K to 534.29K | (67%) |
| 22-May-13 1:56 PM View: | CMS Energy Corp. (CMS) | 21-May-13 | Market Sale | 40,000 | $28.79 | $1,151,640.00 | (14%) 293.39K to 253.39K | (64%) |
| 28-Jan-13 4:10 PM View: | CMS Energy Corp. (CMS) | 24-Jan-13 | Grant | 33,623 | -- | -- | 13% 258.54K to 292.16K | |
| 21-Nov-12 10:50 AM View: | CMS Energy Corp. (CMS) | 20-Nov-12 | Market Sale | 50,000 | $23.49 | $1,174,300.00 | (16%) 307.49K to 257.49K | (97%) |
| 14-Aug-12 4:15 PM View: | CMS Energy Corp. (CMS) | 13-Aug-12 | Grant | 35,100 | -- | -- | 5% 646.29K to 681.39K | |
| 14-Aug-12 4:15 PM View: | CMS Energy Corp. (CMS) | 13-Aug-12 | Payment of Exercise | 34,257 | $23.89 | $818,400.00 | (5%) 681.39K to 647.14K | (89%) |
| 30-Jan-12 3:00 PM View: | CMS Energy Corp. (CMS) | 26-Jan-12 | Grant | 36,755 | -- | -- | 14% 266.71K to 303.46K | |
| 09-Aug-11 4:20 PM View: | CMS Energy Corp. (CMS) | 08-Aug-11 | Grant | 21,040 | -- | -- | 4% 566.37K to 587.41K | |
| 09-Aug-11 4:20 PM View: | CMS Energy Corp. (CMS) | 08-Aug-11 | Payment of Exercise | 28,405 | $18.27 | $518,959.00 | (5%) 587.41K to 559.01K | (158%) |
| 11-May-11 4:55 PM View: | CMS Energy Corp. (CMS) | 10-May-11 | Market Sale | 60,000 | $20.27 | $1,215,960.00 | (18%) 331.92K to 271.92K | (135%) |
| 01-Feb-11 1:15 PM View: | CMS Energy Corp. (CMS) | 28-Jan-11 | Grant | 38,400 | -- | -- | 13% 292.76K to 331.16K | |
| 10-Aug-10 3:00 PM View: | CMS Energy Corp. (CMS) | 08-Aug-10 | Disposition | 20,882 | -- | -- | (3%) 618.58K to 597.69K | |
| 10-Aug-10 3:00 PM View: | CMS Energy Corp. (CMS) | 08-Aug-10 | Payment of Exercise | 6,642 | $16.89 | $112,183.00 | (1%) 597.69K to 591.05K | (194%) |
| 06-Aug-10 9:45 AM View: | CMS Energy Corp. (CMS) | 04-Aug-10 | Grant | 40,500 | -- | -- | 15% 279.23K to 319.73K | |
| 14-Aug-09 1:29 PM View: | CMS Energy Corp. (CMS) | 12-Aug-09 | Grant | 52,600 | -- | -- | 23% 226.63K to 279.23K | |
| 11-Aug-09 3:33 PM View: | CMS Energy Corp. (CMS) | 10-Aug-09 | Payment of Exercise | 7,043 | $12.91 | $90,925.10 | (2%) 467.34K to 460.3K | (300%) |
| 11-Aug-09 3:33 PM View: | CMS Energy Corp. (CMS) | 09-Aug-09 | Disposition (other) | 22,500 | -- | -- | (5%) 489.84K to 467.34K | |
| 13-Nov-08 9:23 AM View: | CMS Energy Corp. (CMS) | 12-Nov-08 | Market Purchase | 5,000 | $10.07 | $50,350.00 | 2% 251.17K to 256.17K | 443% |
| 26-Aug-08 2:23 PM View: | CMS Energy Corp. (CMS) | 22-Aug-08 | Payment of Exercise | 4,695 | $13.16 | $61,786.20 | (2%) 255.87K to 251.17K | (257%) |
| 14-Aug-08 8:59 AM View: | CMS Energy Corp. (CMS) | 13-Aug-08 | Market Purchase | 5,000 | $13.59 | $67,925.00 | 2% 252.26K to 257.26K | 246% |
| 11-Aug-08 4:13 PM View: | CMS Energy Corp. (CMS) | 11-Aug-08 | Disposition (other) | 45,000 | -- | -- | (15%) 295.87K to 250.87K | |
| 08-Aug-08 8:21 AM View: | CMS Energy Corp. (CMS) | 06-Aug-08 | Grant | 52,600 | $13.32 | $700,632.00 | 22% 243.27K to 295.87K | 252% |
| 08-Nov-07 11:00 AM View: | CMS Energy Corp. (CMS) | 07-Nov-07 | Market Purchase | 2,000 | $16.56 | $33,110.00 | < 1% 242.57K to 244.57K | 189% |