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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Nov-23 11:00 AM View:  | CMS Energy Corp. (CMS) | 02-Nov-23 | Market Sale | 19,000 | $55.53 | $1,054,990.00 | (5%) 376.15K to 357.15K | (6%) |
| 08-May-23 4:50 PM View: | CMS Energy Corp. (CMS) | 05-May-23 | Grant | 2,582 | -- | -- | 1% 186.32K to 188.9K | |
| 04-May-23 10:00 PM View: | Hubbell Inc (HUBB) | 02-May-23 | Grant | 527 | -- | -- | 8% 6.91K to 7.44K | |
| 10-May-22 1:52 PM View: | CMS Energy Corp. (CMS) | 06-May-22 | Grant | 2,362 | -- | -- | 1% 183.94K to 186.3K | |
| 05-May-22 5:19 PM View: | Hubbell Inc (HUBB) | 03-May-22 | Grant | 744 | -- | -- | 12% 6.17K to 6.91K | |
| 10-May-21 3:21 PM View: | CMS Energy Corp. (CMS) | 07-May-21 | Grant | 2,345 | -- | -- | 1% 181.59K to 183.94K | |
| 06-May-21 5:40 PM View: | Hubbell Inc (HUBB) | 04-May-21 | Grant | 749 | -- | -- | 14% 5.42K to 6.17K | |
| 07-May-20 4:55 PM View: | Hubbell Inc (HUBB) | 05-May-20 | Grant | 1,059 | -- | -- | 24% 4.36K to 5.42K | |
| 04-May-20 3:07 PM View: | CMS Energy Corp. (CMS) | 01-May-20 | Grant | 2,681 | -- | -- | 1% 178.91K to 181.59K | |
| 02-Apr-20 10:14 AM View: | CMS Energy Corp. (CMS) | 01-Apr-20 | Market Sale (Planned) | 5,600 | $55.73 | $312,097.00 | (3%) 184.51K to 178.91K | (1%) |
| 03-Mar-20 11:49 AM View: | CMS Energy Corp. (CMS) | 02-Mar-20 | Market Sale | 5,600 | $62.75 | $351,414.00 | (3%) 190.11K to 184.51K | 10% |
| 04-Feb-20 1:14 PM View: | CMS Energy Corp. (CMS) | 03-Feb-20 | Market Sale | 5,600 | $68.57 | $383,965.00 | (3%) 195.71K to 190.11K | 18% |
| 03-Jan-20 11:00 AM View: | CMS Energy Corp. (CMS) | 02-Jan-20 | Market Sale (Planned) | 5,600 | $62.46 | $349,797.00 | (3%) 201.31K to 195.71K | 10% |
| 03-Dec-19 3:49 PM View: | CMS Energy Corp. (CMS) | 02-Dec-19 | Market Sale (Planned) | 5,600 | $61.03 | $341,792.00 | (3%) 206.91K to 201.31K | 8% |
| 04-Nov-19 11:42 AM View: | CMS Energy Corp. (CMS) | 01-Nov-19 | Market Sale (Planned) | 5,600 | $63.48 | $355,490.00 | (3%) 212.51K to 206.91K | 12% |
| 02-Oct-19 1:56 PM View: | CMS Energy Corp. (CMS) | 01-Oct-19 | Market Sale (Planned) | 5,600 | $64.04 | $358,628.00 | (3%) 218.11K to 212.51K | 13% |
| 04-Sep-19 12:49 PM View: | CMS Energy Corp. (CMS) | 03-Sep-19 | Market Sale (Planned) | 5,600 | $63.84 | $357,513.00 | (3%) 223.71K to 218.11K | 13% |
| 28-Aug-19 12:49 PM View: | CMS Energy Corp. (CMS) | 27-Aug-19 | Market Sale (Planned) | 33,500 | $63.02 | $2,111,140.00 | (13%) 257.21K to 223.71K | 11% |
| 09-Aug-19 4:35 PM View: | CMS Energy Corp. (CMS) | 08-Aug-19 | Market Sale (Planned) | 33,500 | $60.04 | $2,011,410.00 | (12%) 290.71K to 257.21K | 7% |
| 02-Aug-19 9:42 AM View: | CMS Energy Corp. (CMS) | 01-Aug-19 | Market Sale (Planned) | 5,600 | $57.78 | $323,555.00 | (2%) 296.31K to 290.71K | 3% |
| 02-Jul-19 10:42 AM View: | CMS Energy Corp. (CMS) | 01-Jul-19 | Market Sale (Planned) | 5,600 | $57.46 | $321,769.00 | (2%) 301.91K to 296.31K | 4% |
| 07-May-19 7:05 PM View: | Hubbell Inc (HUBB) | 07-May-19 | Grant | 1,027 | -- | -- | 31% 3.33K to 4.36K | |
| 07-May-19 3:21 PM View: | CMS Energy Corp. (CMS) | 03-May-19 | Grant | 2,715 | -- | -- | < 1% 299.2K to 301.91K | |
| 01-May-19 4:35 PM View: | CMS Energy Corp. (CMS) | 30-Apr-19 | Market Sale | 16,800 | $55.35 | $929,880.00 | (5%) 316.0K to 299.2K | (< 1%) |
| 25-Mar-19 3:28 PM View: | CMS Energy Corp. (CMS) | 21-Mar-19 | Grant | 2,828 | -- | -- | < 1% 640.13K to 642.96K | |
| 25-Mar-19 3:28 PM View: | CMS Energy Corp. (CMS) | 21-Mar-19 | Payment of Exercise | 5,484 | $55.22 | $302,826.00 | (< 1%) 642.96K to 637.48K | (1%) |
| 25-Feb-19 4:56 PM View: | CMS Energy Corp. (CMS) | 22-Feb-19 | Gift | 1,875 | -- | -- | (< 1%) 320.46K to 318.58K | |
| 23-Jan-19 4:35 PM View: | CMS Energy Corp. (CMS) | 20-Jan-19 | Grant | 1,210 | -- | -- | < 1% 649.46K to 650.67K | |
| 23-Jan-19 4:35 PM View: | CMS Energy Corp. (CMS) | 20-Jan-19 | Payment of Exercise | 4,876 | $50.88 | $248,091.00 | (< 1%) 650.67K to 645.79K | (11%) |
| 07-May-18 4:08 PM View: | CMS Energy Corp. (CMS) | 04-May-18 | Grant | 2,799 | -- | -- | < 1% 320.91K to 323.71K | |
| 03-May-18 5:04 PM View: | Hubbell Inc (HUBB) | 03-May-18 | Grant | 1,172 | -- | -- | 54% 2.16K to 3.33K | |
| 23-Mar-18 10:56 AM View: | CMS Energy Corp. (CMS) | 21-Mar-18 | Grant | 24,565 | -- | -- | 4% 662.5K to 687.06K | |
| 23-Mar-18 10:56 AM View: | CMS Energy Corp. (CMS) | 21-Mar-18 | Payment of Exercise | 22,622 | $43.81 | $991,070.00 | (3%) 687.06K to 664.44K | (26%) |
| 23-Jan-18 2:42 PM View: | CMS Energy Corp. (CMS) | 21-Jan-18 | Grant | 18,794 | -- | -- | 3% 658.62K to 677.41K | |
| 23-Jan-18 2:42 PM View: | CMS Energy Corp. (CMS) | 21-Jan-18 | Payment of Exercise | 20,119 | $44.05 | $886,242.00 | (3%) 677.41K to 657.29K | (24%) |
| 09-Aug-17 10:49 AM View: | CMS Energy Corp. (CMS) | 07-Aug-17 | Gift | 63,829 | -- | -- | (17%) 382.78K to 318.95K | |
| 08-May-17 4:14 PM View: | CMS Energy Corp. (CMS) | 05-May-17 | Grant | 2,861 | -- | -- | < 1% 379.42K to 382.29K | |
| 04-May-17 5:23 PM View: | Hubbell Inc (HUBB) | 02-May-17 | Grant | 1,060 | -- | -- | 96% 1.1K to 2.16K | |
| 23-Mar-17 2:36 PM View: | CMS Energy Corp. (CMS) | 21-Mar-17 | Grant | 27,435 | -- | -- | 3% 801.22K to 828.65K | |
| 23-Mar-17 2:36 PM View: | CMS Energy Corp. (CMS) | 21-Mar-17 | Payment of Exercise | 34,903 | $45.01 | $1,570,980.00 | (4%) 828.65K to 793.75K | (19%) |
| 24-Jan-17 2:21 PM View: | CMS Energy Corp. (CMS) | 22-Jan-17 | Grant | 36,950 | -- | -- | 5% 813.74K to 850.69K | |
| 24-Jan-17 2:21 PM View: | CMS Energy Corp. (CMS) | 22-Jan-17 | Payment of Exercise | 39,326 | $42.33 | $1,664,670.00 | (5%) 850.69K to 811.36K | (25%) |
| 28-Nov-16 1:28 PM View: | CMS Energy Corp. (CMS) | 21-Nov-16 | Gift | 50,500 | -- | -- | (12%) 437.21K to 386.71K | |
| 29-Aug-16 12:42 PM View: | CMS Energy Corp. (CMS) | 25-Aug-16 | Gift | 34,961 | -- | -- | (7%) 470.97K to 436.01K | |
| 06-Jul-16 1:07 PM View: | CMS Energy Corp. (CMS) | 01-Jul-16 | Grant | 2,192 | -- | -- | < 1% 1.38M to 1.38M | |
| 06-Jul-16 1:07 PM View: | CMS Energy Corp. (CMS) | 01-Jul-16 | Disposition | 210,608 | -- | -- | (15%) 1.38M to 1.17M | |
| 06-Jul-16 1:07 PM View: | CMS Energy Corp. (CMS) | 01-Jul-16 | Payment of Exercise | 16,169 | $45.63 | $737,792.00 | (1%) 1.17M to 1.15M | (14%) |
| 25-May-16 12:07 PM View: | CMS Energy Corp. (CMS) | 24-May-16 | Market Sale | 196,000 | $41.04 | $8,043,840.00 | (22%) 889.19K to 693.19K | (27%) |
| 26-Jan-16 4:00 PM View: | CMS Energy Corp. (CMS) | 24-Jan-16 | Grant | 72,204 | -- | -- | 8% 905.94K to 978.15K | |
| 26-Jan-16 4:00 PM View: | CMS Energy Corp. (CMS) | 24-Jan-16 | Payment of Exercise | 91,432 | $36.55 | $3,341,840.00 | (9%) 978.15K to 886.72K | (41%) |