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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Nov-24 5:57 PM View:  | CMS Energy Corp. (CMS) | 18-Nov-24 | Private Sale | 2,000 | $68.17 | $136,345.00 | (3%) 66.77K to 64.77K | |
| 06-Sep-24 3:24 PM View: | CMS Energy Corp. (CMS) | 04-Sep-24 | Private Sale | 2,000 | $68.85 | $137,709.00 | (3%) 68.77K to 66.77K | |
| 26-Aug-24 4:37 PM View: | CMS Energy Corp. (CMS) | 26-Aug-24 | Gift | 1 | -- | -- | < 1% 68.33K to 68.33K | |
| 26-Aug-24 4:37 PM View: | CMS Energy Corp. (CMS) | 26-Aug-24 | Gift | 1 | -- | -- | (< 1%) 68.33K to 68.33K | |
| 17-Jun-24 11:23 AM View: | CMS Energy Corp. (CMS) | 13-Jun-24 | Market Sale | 1,667 | $59.98 | $99,992.80 | (2%) 70.0K to 68.33K | 2% |
| 26-Mar-24 5:13 PM View: | CMS Energy Corp. (CMS) | 22-Mar-24 | Grant | 3,688 | -- | -- | 3% 142.65K to 146.34K | |
| 26-Mar-24 5:13 PM View: | CMS Energy Corp. (CMS) | 22-Mar-24 | Payment of Exercise | 3,650 | $58.97 | $215,240.00 | (2%) 146.34K to 142.69K | |
| 26-Feb-24 9:59 AM View: | CMS Energy Corp. (CMS) | 23-Feb-24 | Market Sale | 3,500 | $57.78 | $202,240.00 | (5%) 72.47K to 68.97K | (2%) |
| 26-Jan-24 2:36 PM View: | CMS Energy Corp. (CMS) | 25-Jan-24 | Grant | 15,408 | -- | -- | 27% 57.06K to 72.47K | |
| 23-Jan-24 10:07 AM View: | CMS Energy Corp. (CMS) | 20-Jan-24 | Disposition | 1,314 | -- | -- | (2%) 61.16K to 59.84K | |
| 23-Jan-24 10:07 AM View: | CMS Energy Corp. (CMS) | 20-Jan-24 | Payment of Exercise | 2,779 | $56.44 | $156,847.00 | (5%) 59.84K to 57.06K | |
| 11-Dec-23 2:59 PM View: | CMS Energy Corp. (CMS) | 07-Dec-23 | Market Sale | 1,000 | $57.90 | $57,900.00 | (2%) 62.16K to 61.16K | (2%) |
| 14-Sep-23 2:21 PM View: | CMS Energy Corp. (CMS) | 13-Sep-23 | Market Sale | 1,667 | $56.27 | $93,807.90 | (3%) 63.43K to 61.77K | (5%) |
| 27-Mar-23 1:58 PM View: | CMS Energy Corp. (CMS) | 23-Mar-23 | Grant | 2,319 | -- | -- | 4% 62.88K to 65.2K | |
| 27-Mar-23 1:58 PM View: | CMS Energy Corp. (CMS) | 23-Mar-23 | Payment of Exercise | 2,536 | $57.96 | $146,987.00 | (4%) 65.2K to 62.66K | |
| 13-Mar-23 11:43 AM View: | CMS Energy Corp. (CMS) | 13-Mar-23 | Market Sale | 1,250 | $60.00 | $75,001.50 | (< 1%) 128.26K to 127.01K | 2% |
| 13-Mar-23 11:43 AM View: | CMS Energy Corp. (CMS) | 09-Mar-23 | Market Sale | 1,250 | $60.00 | $75,000.00 | (< 1%) 129.51K to 128.26K | 2% |
| 30-Jan-23 2:25 PM View: | CMS Energy Corp. (CMS) | 26-Jan-23 | Grant | 13,613 | -- | -- | 26% 51.4K to 65.02K | |
| 18-Jan-23 2:58 PM View: | CMS Energy Corp. (CMS) | 15-Jan-23 | Disposition | 292 | -- | -- | (< 1%) 107.9K to 107.61K | |
| 18-Jan-23 2:58 PM View: | CMS Energy Corp. (CMS) | 15-Jan-23 | Payment of Exercise | 2,402 | $63.92 | $153,536.00 | (2%) 107.61K to 105.21K | |
| 22-Mar-22 3:44 PM View: | CMS Energy Corp. (CMS) | 18-Mar-22 | Grant | 1,430 | -- | -- | 1% 109.33K to 110.76K | |
| 22-Mar-22 3:44 PM View: | CMS Energy Corp. (CMS) | 18-Mar-22 | Payment of Exercise | 1,990 | $66.20 | $131,738.00 | (2%) 110.76K to 108.77K | |
| 31-Jan-22 2:12 PM View: | CMS Energy Corp. (CMS) | 27-Jan-22 | Grant | 12,661 | -- | -- | 31% 41.02K to 53.68K | |
| 19-Jan-22 1:32 PM View: | CMS Energy Corp. (CMS) | 14-Jan-22 | Grant | 1,695 | -- | -- | 2% 86.39K to 88.09K | |
| 19-Jan-22 1:32 PM View: | CMS Energy Corp. (CMS) | 14-Jan-22 | Payment of Exercise | 3,025 | $63.75 | $192,844.00 | (3%) 88.09K to 85.06K | |
| 23-Mar-21 4:02 PM View: | CMS Energy Corp. (CMS) | 19-Mar-21 | Grant | 1,575 | -- | -- | 2% 85.2K to 86.78K | |
| 23-Mar-21 4:02 PM View: | CMS Energy Corp. (CMS) | 19-Mar-21 | Payment of Exercise | 1,915 | $58.35 | $111,740.00 | (2%) 86.78K to 84.86K | |
| 22-Jan-21 12:28 PM View: | CMS Energy Corp. (CMS) | 20-Jan-21 | Grant | 11,072 | -- | -- | 36% 30.42K to 41.49K | |
| 20-Jan-21 6:25 PM View: | CMS Energy Corp. (CMS) | 17-Jan-21 | Grant | 1,872 | -- | -- | 3% 64.73K to 66.6K | |
| 20-Jan-21 6:25 PM View: | CMS Energy Corp. (CMS) | 17-Jan-21 | Payment of Exercise | 2,884 | $58.62 | $169,060.00 | (4%) 66.6K to 63.72K | |
| 24-Mar-20 4:21 PM View: | CMS Energy Corp. (CMS) | 20-Mar-20 | Grant | 586 | -- | -- | < 1% 62.81K to 63.4K | |
| 24-Mar-20 4:21 PM View: | CMS Energy Corp. (CMS) | 20-Mar-20 | Payment of Exercise | 903 | $49.55 | $44,743.60 | (1%) 63.4K to 62.5K | (14%) |
| 22-Jan-20 3:49 PM View: | CMS Energy Corp. (CMS) | 18-Jan-20 | Grant | 798 | -- | -- | 3% 31.58K to 32.38K | |
| 22-Jan-20 3:49 PM View: | CMS Energy Corp. (CMS) | 18-Jan-20 | Payment of Exercise | 1,476 | $65.65 | $96,899.40 | (5%) 32.38K to 30.91K | 15% |
| 17-Jan-20 11:49 AM View: | CMS Energy Corp. (CMS) | 15-Jan-20 | Grant | 8,347 | -- | -- | 36% 23.24K to 31.58K | |
| 26-Aug-19 2:14 PM View: | CMS Energy Corp. (CMS) | 23-Aug-19 | Market Sale | 500 | $62.36 | $31,180.00 | (2%) 23.45K to 22.95K | 11% |
| 25-Mar-19 3:21 PM View: | CMS Energy Corp. (CMS) | 21-Mar-19 | Grant | 233 | -- | -- | < 1% 47.26K to 47.49K | |
| 25-Mar-19 3:21 PM View: | CMS Energy Corp. (CMS) | 21-Mar-19 | Payment of Exercise | 457 | $55.22 | $25,235.50 | (< 1%) 47.49K to 47.03K | (1%) |
| 23-Jan-19 4:35 PM View: | CMS Energy Corp. (CMS) | 20-Jan-19 | Grant | 99 | -- | -- | < 1% 23.93K to 24.03K | |
| 23-Jan-19 4:35 PM View: | CMS Energy Corp. (CMS) | 20-Jan-19 | Payment of Exercise | 684 | $50.88 | $34,801.90 | (3%) 24.03K to 23.35K | (11%) |
| 18-Jan-19 12:14 PM View: | CMS Energy Corp. (CMS) | 16-Jan-19 | Grant | 7,519 | -- | -- | 46% 16.41K to 23.93K | |
| 21-Nov-18 1:14 PM View: | CMS Energy Corp. (CMS) | 20-Nov-18 | Market Sale | 500 | $51.88 | $25,940.00 | (3%) 16.8K to 16.3K | (8%) |
| 23-Mar-18 11:07 AM View: | CMS Energy Corp. (CMS) | 21-Mar-18 | Grant | 769 | -- | -- | 2% 33.26K to 34.03K | |
| 23-Mar-18 11:07 AM View: | CMS Energy Corp. (CMS) | 21-Mar-18 | Payment of Exercise | 468 | $43.81 | $20,503.10 | (1%) 34.03K to 33.56K | (26%) |
| 23-Jan-18 2:35 PM View: | CMS Energy Corp. (CMS) | 21-Jan-18 | Grant | 588 | -- | -- | 4% 16.44K to 17.02K | |
| 23-Jan-18 2:35 PM View: | CMS Energy Corp. (CMS) | 21-Jan-18 | Payment of Exercise | 911 | $44.05 | $40,129.60 | (5%) 17.02K to 16.11K | (24%) |
| 19-Jan-18 9:42 AM View: | CMS Energy Corp. (CMS) | 17-Jan-18 | Grant | 6,734 | -- | -- | 69% 9.7K to 16.44K |