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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 26-Mar-24 5:12 PM View:  | CMS Energy Corp. (CMS) | 22-Mar-24 | Grant | 26,209 | -- | -- | 3% 931.37K to 957.58K | |
| 26-Mar-24 5:12 PM View: | CMS Energy Corp. (CMS) | 22-Mar-24 | Payment of Exercise | 25,935 | $58.97 | $1,529,390.00 | (3%) 957.58K to 931.64K | |
| 26-Jan-24 2:39 PM View: | CMS Energy Corp. (CMS) | 25-Jan-24 | Grant | 113,133 | -- | -- | 34% 337.05K to 450.18K | |
| 23-Jan-24 10:08 AM View: | CMS Energy Corp. (CMS) | 20-Jan-24 | Disposition | 9,338 | -- | -- | (1%) 721.27K to 711.93K | |
| 23-Jan-24 10:08 AM View: | CMS Energy Corp. (CMS) | 20-Jan-24 | Payment of Exercise | 18,914 | $56.44 | $1,067,510.00 | (3%) 711.93K to 693.01K | |
| 27-Mar-23 1:59 PM View: | CMS Energy Corp. (CMS) | 23-Mar-23 | Grant | 4,403 | -- | -- | < 1% 725.08K to 729.48K | |
| 27-Mar-23 1:59 PM View: | CMS Energy Corp. (CMS) | 23-Mar-23 | Payment of Exercise | 4,814 | $57.96 | $279,019.00 | (< 1%) 729.48K to 724.66K | |
| 30-Jan-23 2:29 PM View: | CMS Energy Corp. (CMS) | 26-Jan-23 | Grant | 93,571 | -- | -- | 35% 264.51K to 358.08K | |
| 18-Jan-23 3:00 PM View: | CMS Energy Corp. (CMS) | 15-Jan-23 | Disposition | 556 | -- | -- | (< 1%) 538.45K to 537.89K | |
| 18-Jan-23 3:00 PM View: | CMS Energy Corp. (CMS) | 15-Jan-23 | Payment of Exercise | 4,439 | $63.92 | $283,741.00 | (< 1%) 537.89K to 533.45K | |
| 22-Mar-22 3:44 PM View: | CMS Energy Corp. (CMS) | 18-Mar-22 | Grant | 3,200 | -- | -- | < 1% 538.63K to 541.83K | |
| 22-Mar-22 3:44 PM View: | CMS Energy Corp. (CMS) | 18-Mar-22 | Payment of Exercise | 4,453 | $66.20 | $294,789.00 | (< 1%) 541.83K to 537.38K | |
| 31-Jan-22 2:13 PM View: | CMS Energy Corp. (CMS) | 27-Jan-22 | Grant | 82,293 | -- | -- | 45% 184.34K to 266.63K | |
| 19-Jan-22 1:33 PM View: | CMS Energy Corp. (CMS) | 14-Jan-22 | Grant | 3,793 | -- | -- | 1% 378.14K to 381.93K | |
| 19-Jan-22 1:33 PM View: | CMS Energy Corp. (CMS) | 14-Jan-22 | Payment of Exercise | 6,626 | $63.75 | $422,408.00 | (2%) 381.93K to 375.31K | |
| 23-Mar-21 4:00 PM View: | CMS Energy Corp. (CMS) | 19-Mar-21 | Grant | 4,067 | -- | -- | 1% 376.27K to 380.34K | |
| 23-Mar-21 4:00 PM View: | CMS Energy Corp. (CMS) | 19-Mar-21 | Payment of Exercise | 4,946 | $58.35 | $288,599.00 | (1%) 380.34K to 375.39K | |
| 22-Jan-21 12:28 PM View: | CMS Energy Corp. (CMS) | 20-Jan-21 | Grant | 78,704 | -- | -- | 74% 106.62K to 185.32K | |
| 20-Jan-21 7:31 PM View: | CMS Energy Corp. (CMS) | 17-Jan-21 | Grant | 4,836 | -- | -- | 2% 222.93K to 227.76K | |
| 20-Jan-21 7:31 PM View: | CMS Energy Corp. (CMS) | 17-Jan-21 | Payment of Exercise | 7,260 | $58.62 | $425,581.00 | (3%) 227.76K to 220.5K | |
| 24-Mar-20 4:21 PM View: | CMS Energy Corp. (CMS) | 20-Mar-20 | Grant | 2,420 | -- | -- | 1% 221.3K to 223.72K | |
| 24-Mar-20 4:21 PM View: | CMS Energy Corp. (CMS) | 20-Mar-20 | Payment of Exercise | 3,729 | $49.55 | $184,772.00 | (2%) 223.72K to 219.99K | (14%) |
| 22-Jan-20 3:49 PM View: | CMS Energy Corp. (CMS) | 18-Jan-20 | Grant | 3,303 | -- | -- | 3% 111.6K to 114.91K | |
| 22-Jan-20 3:49 PM View: | CMS Energy Corp. (CMS) | 18-Jan-20 | Payment of Exercise | 5,805 | $65.65 | $381,098.00 | (5%) 114.91K to 109.1K | 15% |
| 17-Jan-20 11:56 AM View: | CMS Energy Corp. (CMS) | 15-Jan-20 | Grant | 15,843 | -- | -- | 17% 95.76K to 111.6K | |
| 25-Mar-19 3:21 PM View: | CMS Energy Corp. (CMS) | 21-Mar-19 | Grant | 1,397 | -- | -- | < 1% 193.97K to 195.37K | |
| 25-Mar-19 3:21 PM View: | CMS Energy Corp. (CMS) | 21-Mar-19 | Payment of Exercise | 2,741 | $55.22 | $151,358.00 | (1%) 195.37K to 192.63K | (1%) |
| 23-Jan-19 4:35 PM View: | CMS Energy Corp. (CMS) | 20-Jan-19 | Grant | 599 | -- | -- | < 1% 99.13K to 99.72K | |
| 23-Jan-19 4:35 PM View: | CMS Energy Corp. (CMS) | 20-Jan-19 | Payment of Exercise | 3,767 | $50.88 | $191,665.00 | (4%) 99.72K to 95.96K | (11%) |
| 18-Jan-19 12:14 PM View: | CMS Energy Corp. (CMS) | 16-Jan-19 | Grant | 16,818 | -- | -- | 20% 82.31K to 99.13K | |
| 23-Mar-18 11:00 AM View: | CMS Energy Corp. (CMS) | 21-Mar-18 | Grant | 3,327 | -- | -- | 2% 165.76K to 169.09K | |
| 23-Mar-18 11:00 AM View: | CMS Energy Corp. (CMS) | 21-Mar-18 | Payment of Exercise | 3,064 | $43.81 | $134,234.00 | (2%) 169.09K to 166.02K | (26%) |
| 23-Jan-18 2:42 PM View: | CMS Energy Corp. (CMS) | 21-Jan-18 | Grant | 2,545 | -- | -- | 3% 82.11K to 84.66K | |
| 23-Jan-18 2:42 PM View: | CMS Energy Corp. (CMS) | 21-Jan-18 | Payment of Exercise | 3,783 | $44.05 | $166,641.00 | (4%) 84.66K to 80.88K | (24%) |
| 19-Jan-18 9:49 AM View: | CMS Energy Corp. (CMS) | 17-Jan-18 | Grant | 17,396 | -- | -- | 27% 64.72K to 82.11K | |
| 21-Aug-17 2:28 PM View: | CMS Energy Corp. (CMS) | 17-Aug-17 | Gift | 1,000 | -- | -- | < 1% 132.61K to 133.61K | |
| 21-Aug-17 2:28 PM View: | CMS Energy Corp. (CMS) | 17-Aug-17 | Gift | 1,000 | -- | -- | (< 1%) 133.61K to 132.61K | |
| 21-Aug-17 2:28 PM View: | CMS Energy Corp. (CMS) | 17-Aug-17 | Market Sale | 1,000 | $47.79 | $47,790.00 | (< 1%) 132.61K to 131.61K | (13%) |
| 21-Aug-17 2:28 PM View: | CMS Energy Corp. (CMS) | 17-Aug-17 | Market Sale | 1,000 | $47.82 | $47,820.00 | (< 1%) 131.61K to 130.61K | (13%) |
| 23-Mar-17 2:35 PM View: | CMS Energy Corp. (CMS) | 21-Mar-17 | Grant | 1,663 | -- | -- | 1% 134.76K to 136.42K | |
| 23-Mar-17 2:35 PM View: | CMS Energy Corp. (CMS) | 21-Mar-17 | Payment of Exercise | 2,116 | $45.01 | $95,241.20 | (2%) 136.42K to 134.3K | (19%) |
| 26-Jan-17 1:28 PM View: | CMS Energy Corp. (CMS) | 24-Jan-17 | Payment of Exercise | 7,006 | $41.97 | $294,042.00 | (10%) 73.31K to 66.3K | (26%) |
| 24-Jan-17 2:21 PM View: | CMS Energy Corp. (CMS) | 22-Jan-17 | Grant | 2,240 | -- | -- | 3% 74.37K to 76.61K | |
| 24-Jan-17 2:21 PM View: | CMS Energy Corp. (CMS) | 22-Jan-17 | Payment of Exercise | 3,298 | $42.33 | $139,604.00 | (4%) 76.61K to 73.31K | (25%) |
| 20-Jan-17 2:28 PM View: | CMS Energy Corp. (CMS) | 18-Jan-17 | Grant | 14,695 | -- | -- | 25% 59.67K to 74.37K | |
| 26-Jan-16 4:00 PM View: | CMS Energy Corp. (CMS) | 24-Jan-16 | Grant | 3,758 | -- | -- | 6% 58.77K to 62.52K | |
| 26-Jan-16 4:00 PM View: | CMS Energy Corp. (CMS) | 24-Jan-16 | Payment of Exercise | 3,545 | $36.55 | $129,570.00 | (6%) 62.52K to 58.98K | (41%) |
| 22-Jan-16 2:35 PM View: | CMS Energy Corp. (CMS) | 20-Jan-16 | Grant | 11,680 | -- | -- | 25% 47.09K to 58.77K | |
| 29-Apr-15 11:07 AM View: | CMS Energy Corp. (CMS) | 28-Apr-15 | Market Sale | 10,000 | $34.76 | $347,600.00 | (18%) 56.62K to 46.62K | (44%) |