Form 4 for CMS CMS Energy
Accepted 2025-01-31 00:00:00 ET · period of report 2025-01-29 · accession 0000811156-25-000014 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-01-31 | 2025-01-29 | CMS | Wells LeeRoy Jr | SVP | F - Tax | $65.77 | -2,369 | 67.4K | -3% | -$155.8K | |
| 2025-01-31 | 2025-01-29 | CMS | Wells LeeRoy Jr | SVP | A - Grant | $0.00 | +250 | 69.8K | +0.4% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-01-29 | F | D | 2,369 | $65.77 | 67,431 | D | — | — | |
| 2 | Common | Common Stock | 2025-01-29 | A | A | 250 | $0.00 | 69,800 | D | — | — | (F1) Shares of Common Stock of CMS Energy Corporation ("CMS") were acquired as a result of CMS exceeding certain performance criteria established under the 2022 Restricted Stock Award ("Award") granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan ("PISP"). (F2) The total holdings reflect an adjustment of 779 additional shares of Common Stock of CMS acquired as a result of dividend reinvestment pursuant to the terms of the Award, and an adjustment of 806 additional shares of Restricted Stock purchased on behalf of the reporting person as a result of automatic acquisition of Restricted Stock in lieu of cash dividends pursuant to the terms of the Award. |