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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 26-Mar-24 5:14 PM View:  | CMS Energy Corp. (CMS) | 22-Mar-24 | Grant | 1,554 | -- | -- | 2% 87.98K to 89.53K | |
| 26-Mar-24 5:14 PM View: | CMS Energy Corp. (CMS) | 22-Mar-24 | Payment of Exercise | 1,949 | $58.97 | $114,933.00 | (2%) 89.53K to 87.58K | |
| 26-Jan-24 2:37 PM View: | CMS Energy Corp. (CMS) | 25-Jan-24 | Grant | 5,136 | -- | -- | 14% 37.94K to 43.08K | |
| 23-Jan-24 10:07 AM View: | CMS Energy Corp. (CMS) | 20-Jan-24 | Disposition | 554 | -- | -- | (< 1%) 78.93K to 78.38K | |
| 23-Jan-24 10:07 AM View: | CMS Energy Corp. (CMS) | 20-Jan-24 | Payment of Exercise | 1,250 | $56.44 | $70,550.00 | (2%) 78.38K to 77.13K | |
| 27-Mar-23 1:58 PM View: | CMS Energy Corp. (CMS) | 23-Mar-23 | Grant | 1,031 | -- | -- | 1% 79.26K to 80.29K | |
| 27-Mar-23 1:58 PM View: | CMS Energy Corp. (CMS) | 23-Mar-23 | Payment of Exercise | 1,128 | $57.96 | $65,378.90 | (1%) 80.29K to 79.16K | |
| 30-Jan-23 2:28 PM View: | CMS Energy Corp. (CMS) | 26-Jan-23 | Grant | 4,645 | -- | -- | 14% 34.18K to 38.83K | |
| 18-Jan-23 2:59 PM View: | CMS Energy Corp. (CMS) | 15-Jan-23 | Disposition | 130 | -- | -- | (< 1%) 70.77K to 70.64K | |
| 18-Jan-23 2:59 PM View: | CMS Energy Corp. (CMS) | 15-Jan-23 | Payment of Exercise | 1,138 | $63.92 | $72,741.00 | (2%) 70.64K to 69.5K | |
| 12-May-22 3:58 PM View: | CMS Energy Corp. (CMS) | 11-May-22 | Private Sale | 1,000 | $69.20 | $69,197.70 | (3%) 36.24K to 35.24K | |
| 22-Mar-22 3:44 PM View: | CMS Energy Corp. (CMS) | 18-Mar-22 | Grant | 903 | -- | -- | 1% 74.09K to 75.0K | |
| 22-Mar-22 3:44 PM View: | CMS Energy Corp. (CMS) | 18-Mar-22 | Payment of Exercise | 1,257 | $66.20 | $83,213.40 | (2%) 75.0K to 73.74K | |
| 31-Jan-22 2:13 PM View: | CMS Energy Corp. (CMS) | 27-Jan-22 | Grant | 4,432 | -- | -- | 14% 32.08K to 36.51K | |
| 19-Jan-22 1:33 PM View: | CMS Energy Corp. (CMS) | 14-Jan-22 | Grant | 1,071 | -- | -- | 2% 66.98K to 68.06K | |
| 19-Jan-22 1:33 PM View: | CMS Energy Corp. (CMS) | 14-Jan-22 | Payment of Exercise | 1,951 | $63.75 | $124,376.00 | (3%) 68.06K to 66.11K | |
| 02-Sep-21 10:00 PM View: | CMS Energy Corp. (CMS) | 01-Sep-21 | Payment of Exercise | 3,308 | $65.05 | $215,185.00 | (9%) 36.19K to 32.88K | < 1% |
| 23-Mar-21 4:04 PM View: | CMS Energy Corp. (CMS) | 19-Mar-21 | Grant | 1,155 | -- | -- | 2% 73.75K to 74.91K | |
| 23-Mar-21 4:04 PM View: | CMS Energy Corp. (CMS) | 19-Mar-21 | Payment of Exercise | 1,405 | $58.35 | $81,981.80 | (2%) 74.91K to 73.5K | |
| 22-Jan-21 2:34 PM View: | CMS Energy Corp. (CMS) | 20-Jan-21 | Grant | 4,669 | -- | -- | 15% 31.53K to 36.2K | |
| 20-Jan-21 6:59 PM View: | CMS Energy Corp. (CMS) | 17-Jan-21 | Grant | 1,373 | -- | -- | 2% 65.98K to 67.36K | |
| 20-Jan-21 6:59 PM View: | CMS Energy Corp. (CMS) | 17-Jan-21 | Payment of Exercise | 2,145 | $58.62 | $125,740.00 | (3%) 67.36K to 65.21K | |
| 01-Sep-20 4:18 PM View: | CMS Energy Corp. (CMS) | 31-Aug-20 | Market Sale | 430 | $60.43 | $25,986.70 | (1%) 32.6K to 32.17K | 5% |
| 18-Aug-20 3:19 PM View: | CMS Energy Corp. (CMS) | 17-Aug-20 | Market Sale | 800 | $61.30 | $49,039.50 | (2%) 33.4K to 32.6K | 7% |
| 12-Aug-20 3:37 PM View: | CMS Energy Corp. (CMS) | 11-Aug-20 | Market Sale | 770 | $62.80 | $48,354.20 | (2%) 34.17K to 33.4K | 9% |
| 22-May-20 10:07 AM View: | CMS Energy Corp. (CMS) | 21-May-20 | Market Sale | 875 | $55.76 | $48,787.50 | (3%) 34.97K to 34.09K | (2%) |
| 24-Mar-20 4:21 PM View: | CMS Energy Corp. (CMS) | 20-Mar-20 | Grant | 780 | -- | -- | 1% 71.56K to 72.34K | |
| 24-Mar-20 4:21 PM View: | CMS Energy Corp. (CMS) | 20-Mar-20 | Payment of Exercise | 1,203 | $49.55 | $59,608.60 | (2%) 72.34K to 71.14K | (14%) |
| 22-Jan-20 3:49 PM View: | CMS Energy Corp. (CMS) | 18-Jan-20 | Grant | 1,065 | -- | -- | 3% 36.18K to 37.24K | |
| 22-Jan-20 3:49 PM View: | CMS Energy Corp. (CMS) | 18-Jan-20 | Payment of Exercise | 1,935 | $65.65 | $127,033.00 | (5%) 37.24K to 35.31K | 15% |
| 17-Jan-20 11:49 AM View: | CMS Energy Corp. (CMS) | 15-Jan-20 | Grant | 3,709 | -- | -- | 11% 32.47K to 36.18K | |
| 05-Nov-19 1:14 PM View: | CMS Energy Corp. (CMS) | 04-Nov-19 | Market Sale | 750 | $62.74 | $47,056.50 | (2%) 33.15K to 32.4K | 11% |
| 04-Nov-19 11:42 AM View: | CMS Energy Corp. (CMS) | 01-Nov-19 | Market Sale | 750 | $63.44 | $47,582.00 | (2%) 33.9K to 33.15K | 12% |
| 25-Mar-19 3:21 PM View: | CMS Energy Corp. (CMS) | 21-Mar-19 | Grant | 615 | -- | -- | < 1% 68.49K to 69.1K | |
| 25-Mar-19 3:21 PM View: | CMS Energy Corp. (CMS) | 21-Mar-19 | Payment of Exercise | 797 | $55.22 | $44,010.30 | (1%) 69.1K to 68.31K | (1%) |
| 23-Jan-19 4:35 PM View: | CMS Energy Corp. (CMS) | 20-Jan-19 | Grant | 263 | -- | -- | < 1% 34.75K to 35.02K | |
| 23-Jan-19 4:35 PM View: | CMS Energy Corp. (CMS) | 20-Jan-19 | Payment of Exercise | 1,176 | $50.88 | $59,834.90 | (3%) 35.02K to 33.84K | (11%) |
| 18-Jan-19 12:14 PM View: | CMS Energy Corp. (CMS) | 16-Jan-19 | Grant | 4,749 | -- | -- | 16% 30.0K to 34.75K | |
| 15-Aug-18 3:56 PM View: | CMS Energy Corp. (CMS) | 14-Aug-18 | Market Sale | 1,000 | $48.77 | $48,766.50 | (3%) 30.84K to 29.84K | (14%) |
| 21-May-18 1:42 PM View: | CMS Energy Corp. (CMS) | 17-May-18 | Market Sale | 1,000 | $44.11 | $44,106.50 | (3%) 31.75K to 30.75K | (26%) |
| 03-May-18 3:49 PM View: | CMS Energy Corp. (CMS) | 02-May-18 | Market Sale | 1,000 | $46.62 | $46,620.00 | (3%) 32.75K to 31.75K | (18%) |
| 23-Mar-18 10:56 AM View: | CMS Energy Corp. (CMS) | 21-Mar-18 | Grant | 1,638 | -- | -- | 2% 66.89K to 68.52K | |
| 23-Mar-18 10:56 AM View: | CMS Energy Corp. (CMS) | 21-Mar-18 | Payment of Exercise | 1,509 | $43.81 | $66,109.30 | (2%) 68.52K to 67.02K | (26%) |
| 23-Jan-18 2:35 PM View: | CMS Energy Corp. (CMS) | 21-Jan-18 | Grant | 1,254 | -- | -- | 4% 33.19K to 34.44K | |
| 23-Jan-18 2:35 PM View: | CMS Energy Corp. (CMS) | 21-Jan-18 | Payment of Exercise | 1,931 | $44.05 | $85,060.50 | (6%) 34.44K to 32.51K | (24%) |
| 19-Jan-18 9:49 AM View: | CMS Energy Corp. (CMS) | 17-Jan-18 | Grant | 4,938 | -- | -- | 17% 28.25K to 33.19K | |
| 06-Nov-17 10:42 AM View: | CMS Energy Corp. (CMS) | 02-Nov-17 | Market Sale | 1,000 | $48.12 | $48,115.00 | (3%) 29.18K to 28.18K | (13%) |
| 02-Nov-17 2:28 PM View: | CMS Energy Corp. (CMS) | 01-Nov-17 | Market Sale | 1,000 | $48.02 | $48,017.00 | (3%) 30.18K to 29.18K | (13%) |
| 18-May-17 2:49 PM View: | CMS Energy Corp. (CMS) | 16-May-17 | Market Sale | 2,000 | $45.50 | $90,994.40 | (6%) 32.02K to 30.02K | (18%) |
| 23-Mar-17 2:35 PM View: | CMS Energy Corp. (CMS) | 21-Mar-17 | Grant | 1,213 | -- | -- | 2% 65.61K to 66.83K |