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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 | 3,688 | -- | -- | 3% 119.28K to 122.97K | |
| 26-Mar-24 5:14 PM View: | CMS Energy Corp. (CMS) | 22-Mar-24 | Payment of Exercise | 3,650 | $58.97 | $215,240.00 | (3%) 122.97K to 119.32K | |
| 26-Jan-24 2:37 PM View: | CMS Energy Corp. (CMS) | 25-Jan-24 | Grant | 12,488 | -- | -- | 28% 44.93K to 57.41K | |
| 23-Jan-24 10:06 AM View: | CMS Energy Corp. (CMS) | 20-Jan-24 | Disposition | 1,314 | -- | -- | (1%) 96.73K to 95.42K | |
| 23-Jan-24 10:06 AM View: | CMS Energy Corp. (CMS) | 20-Jan-24 | Payment of Exercise | 2,782 | $56.44 | $157,016.00 | (3%) 95.42K to 92.63K | |
| 13-Jun-23 12:16 PM View: | CMS Energy Corp. (CMS) | 12-Jun-23 | Market Sale | 7,500 | $60.26 | $451,960.00 | (13%) 55.94K to 48.44K | 2% |
| 27-Mar-23 1:58 PM View: | CMS Energy Corp. (CMS) | 23-Mar-23 | Grant | 2,715 | -- | -- | 2% 114.16K to 116.87K | |
| 27-Mar-23 1:58 PM View: | CMS Energy Corp. (CMS) | 23-Mar-23 | Payment of Exercise | 2,969 | $57.96 | $172,083.00 | (3%) 116.87K to 113.9K | |
| 30-Jan-23 2:27 PM View: | CMS Energy Corp. (CMS) | 26-Jan-23 | Grant | 11,051 | -- | -- | 25% 44.22K to 55.27K | |
| 18-Jan-23 2:58 PM View: | CMS Energy Corp. (CMS) | 15-Jan-23 | Disposition | 343 | -- | -- | (< 1%) 94.37K to 94.02K | |
| 18-Jan-23 2:58 PM View: | CMS Energy Corp. (CMS) | 15-Jan-23 | Payment of Exercise | 2,795 | $63.92 | $178,656.00 | (3%) 94.02K to 91.23K | |
| 22-Mar-22 3:46 PM View: | CMS Energy Corp. (CMS) | 18-Mar-22 | Grant | 1,882 | -- | -- | 4% 47.12K to 49.0K | |
| 22-Mar-22 3:46 PM View: | CMS Energy Corp. (CMS) | 18-Mar-22 | Payment of Exercise | 2,620 | $66.20 | $173,444.00 | (5%) 49.0K to 46.38K | |
| 16-Mar-22 3:20 PM View: | CMS Energy Corp. (CMS) | 14-Mar-22 | Private Sale | 6,521 | $66.09 | $430,984.00 | (12%) 53.64K to 47.12K | |
| 31-Jan-22 2:13 PM View: | CMS Energy Corp. (CMS) | 27-Jan-22 | Grant | 10,445 | -- | -- | 24% 42.81K to 53.26K | |
| 19-Jan-22 1:33 PM View: | CMS Energy Corp. (CMS) | 14-Jan-22 | Grant | 2,231 | -- | -- | 2% 91.29K to 93.52K | |
| 19-Jan-22 1:33 PM View: | CMS Energy Corp. (CMS) | 14-Jan-22 | Payment of Exercise | 3,951 | $63.75 | $251,876.00 | (4%) 93.52K to 89.57K | |
| 06-Aug-21 12:28 PM View: | CMS Energy Corp. (CMS) | 05-Aug-21 | Market Sale | 7,991 | $62.80 | $501,815.00 | (15%) 51.85K to 43.86K | (< 1%) |
| 23-Mar-21 4:02 PM View: | CMS Energy Corp. (CMS) | 19-Mar-21 | Grant | 2,108 | -- | -- | 2% 106.0K to 108.11K | |
| 23-Mar-21 4:02 PM View: | CMS Energy Corp. (CMS) | 19-Mar-21 | Payment of Exercise | 2,564 | $58.35 | $149,609.00 | (2%) 108.11K to 105.55K | |
| 22-Jan-21 12:28 PM View: | CMS Energy Corp. (CMS) | 20-Jan-21 | Grant | 11,072 | -- | -- | 27% 40.47K to 51.54K | |
| 20-Jan-21 6:10 PM View: | CMS Energy Corp. (CMS) | 17-Jan-21 | Grant | 2,507 | -- | -- | 3% 86.08K to 88.59K | |
| 20-Jan-21 6:10 PM View: | CMS Energy Corp. (CMS) | 17-Jan-21 | Payment of Exercise | 3,827 | $58.62 | $224,339.00 | (4%) 88.59K to 84.76K | |
| 12-Aug-20 12:54 PM View: | CMS Energy Corp. (CMS) | 10-Aug-20 | Market Sale | 1,584 | $62.78 | $99,438.60 | (4%) 42.8K to 41.22K | 9% |
| 10-Aug-20 4:41 PM View: | CMS Energy Corp. (CMS) | 07-Aug-20 | Market Sale | 792 | $63.07 | $49,950.40 | (2%) 43.59K to 42.8K | 9% |
| 15-May-20 10:56 AM View: | CMS Energy Corp. (CMS) | 14-May-20 | Market Sale | 2,769 | $54.16 | $149,963.00 | (6%) 46.04K to 43.27K | (5%) |
| 24-Mar-20 4:21 PM View: | CMS Energy Corp. (CMS) | 20-Mar-20 | Grant | 1,464 | -- | -- | 2% 95.13K to 96.59K | |
| 24-Mar-20 4:21 PM View: | CMS Energy Corp. (CMS) | 20-Mar-20 | Payment of Exercise | 2,255 | $49.55 | $111,735.00 | (2%) 96.59K to 94.34K | (14%) |
| 22-Jan-20 3:49 PM View: | CMS Energy Corp. (CMS) | 18-Jan-20 | Grant | 1,997 | -- | -- | 4% 48.07K to 50.07K | |
| 22-Jan-20 3:49 PM View: | CMS Energy Corp. (CMS) | 18-Jan-20 | Payment of Exercise | 3,550 | $65.65 | $233,058.00 | (7%) 50.07K to 46.52K | 15% |
| 17-Jan-20 11:49 AM View: | CMS Energy Corp. (CMS) | 15-Jan-20 | Grant | 9,768 | -- | -- | 26% 38.3K to 48.07K | |
| 28-May-19 1:14 PM View: | CMS Energy Corp. (CMS) | 23-May-19 | Market Sale | 1,753 | $56.96 | $99,859.50 | (4%) 39.32K to 37.57K | 3% |
| 25-Mar-19 3:21 PM View: | CMS Energy Corp. (CMS) | 21-Mar-19 | Grant | 748 | -- | -- | < 1% 80.83K to 81.58K | |
| 25-Mar-19 3:21 PM View: | CMS Energy Corp. (CMS) | 21-Mar-19 | Payment of Exercise | 1,469 | $55.22 | $81,118.20 | (2%) 81.58K to 80.11K | (1%) |
| 23-Jan-19 4:36 PM View: | CMS Energy Corp. (CMS) | 20-Jan-19 | Grant | 320 | -- | -- | < 1% 41.51K to 41.83K | |
| 23-Jan-19 4:36 PM View: | CMS Energy Corp. (CMS) | 20-Jan-19 | Payment of Exercise | 2,074 | $50.88 | $105,525.00 | (5%) 41.83K to 39.76K | (11%) |
| 18-Jan-19 12:07 PM View: | CMS Energy Corp. (CMS) | 16-Jan-19 | Grant | 9,893 | -- | -- | 31% 31.62K to 41.51K | |
| 23-Mar-18 11:00 AM View: | CMS Energy Corp. (CMS) | 21-Mar-18 | Grant | 1,023 | -- | -- | 2% 62.1K to 63.12K | |
| 23-Mar-18 11:00 AM View: | CMS Energy Corp. (CMS) | 21-Mar-18 | Payment of Exercise | 622 | $43.81 | $27,249.80 | (< 1%) 63.12K to 62.5K | (26%) |
| 23-Jan-18 2:35 PM View: | CMS Energy Corp. (CMS) | 21-Jan-18 | Grant | 784 | -- | -- | 3% 30.77K to 31.55K | |
| 23-Jan-18 2:35 PM View: | CMS Energy Corp. (CMS) | 21-Jan-18 | Payment of Exercise | 1,266 | $44.05 | $55,767.30 | (4%) 31.55K to 30.29K | (24%) |
| 19-Jan-18 9:42 AM View: | CMS Energy Corp. (CMS) | 17-Jan-18 | Grant | 9,024 | -- | -- | 42% 21.74K to 30.77K |