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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 26-Mar-24 5:12 PM View:  | CMS Energy Corp. (CMS) | 22-Mar-24 | Grant | 4,796 | -- | -- | 2% 204.06K to 208.86K | |
| 26-Mar-24 5:12 PM View: | CMS Energy Corp. (CMS) | 22-Mar-24 | Payment of Exercise | 4,747 | $58.97 | $279,931.00 | (2%) 208.86K to 204.11K | |
| 26-Jan-24 2:38 PM View: | CMS Energy Corp. (CMS) | 25-Jan-24 | Grant | 15,056 | -- | -- | 18% 83.69K to 98.75K | |
| 23-Jan-24 10:07 AM View: | CMS Energy Corp. (CMS) | 20-Jan-24 | Disposition | 1,709 | -- | -- | (< 1%) 176.24K to 174.53K | |
| 23-Jan-24 10:07 AM View: | CMS Energy Corp. (CMS) | 20-Jan-24 | Payment of Exercise | 3,576 | $56.44 | $201,829.00 | (2%) 174.53K to 170.96K | |
| 09-Nov-23 7:29 AM View: | CMS Energy Corp. (CMS) | 08-Nov-23 | Market Sale | 5,000 | $54.90 | $274,500.00 | (5%) 93.17K to 88.17K | (7%) |
| 27-Mar-23 1:58 PM View: | CMS Energy Corp. (CMS) | 23-Mar-23 | Grant | 3,544 | -- | -- | 4% 91.93K to 95.47K | |
| 27-Mar-23 1:58 PM View: | CMS Energy Corp. (CMS) | 23-Mar-23 | Payment of Exercise | 3,868 | $57.96 | $224,189.00 | (4%) 95.47K to 91.6K | |
| 17-Mar-23 9:53 AM View: | CMS Energy Corp. (CMS) | 16-Mar-23 | Market Sale | 4,000 | $61.72 | $246,880.00 | (4%) 95.93K to 91.93K | 5% |
| 30-Jan-23 2:29 PM View: | CMS Energy Corp. (CMS) | 26-Jan-23 | Grant | 13,613 | -- | -- | 17% 81.53K to 95.14K | |
| 18-Jan-23 3:00 PM View: | CMS Energy Corp. (CMS) | 15-Jan-23 | Disposition | 447 | -- | -- | (< 1%) 170.42K to 169.97K | |
| 18-Jan-23 3:00 PM View: | CMS Energy Corp. (CMS) | 15-Jan-23 | Payment of Exercise | 3,454 | $63.92 | $220,780.00 | (2%) 169.97K to 166.52K | |
| 22-Mar-22 3:43 PM View: | CMS Energy Corp. (CMS) | 18-Mar-22 | Grant | 2,540 | -- | -- | 1% 171.88K to 174.42K | |
| 22-Mar-22 3:43 PM View: | CMS Energy Corp. (CMS) | 18-Mar-22 | Payment of Exercise | 3,535 | $66.20 | $234,017.00 | (2%) 174.42K to 170.88K | |
| 31-Jan-22 2:12 PM View: | CMS Energy Corp. (CMS) | 27-Jan-22 | Grant | 13,451 | -- | -- | 19% 70.61K to 84.07K | |
| 19-Jan-22 1:32 PM View: | CMS Energy Corp. (CMS) | 14-Jan-22 | Grant | 3,012 | -- | -- | 2% 148.34K to 151.35K | |
| 19-Jan-22 1:32 PM View: | CMS Energy Corp. (CMS) | 14-Jan-22 | Payment of Exercise | 5,061 | $63.75 | $322,639.00 | (3%) 151.35K to 146.29K | |
| 18-Nov-21 4:23 PM View: | CMS Energy Corp. (CMS) | 17-Nov-21 | Market Sale | 3,500 | $60.32 | $211,120.00 | (5%) 75.62K to 72.12K | (1%) |
| 12-Aug-21 12:05 PM View: | CMS Energy Corp. (CMS) | 11-Aug-21 | Market Sale | 3,500 | $63.14 | $220,990.00 | (4%) 78.58K to 75.08K | (< 1%) |
| 23-Mar-21 4:01 PM View: | CMS Energy Corp. (CMS) | 19-Mar-21 | Grant | 2,886 | -- | -- | 2% 160.22K to 163.11K | |
| 23-Mar-21 4:01 PM View: | CMS Energy Corp. (CMS) | 19-Mar-21 | Payment of Exercise | 3,510 | $58.35 | $204,808.00 | (2%) 163.11K to 159.6K | |
| 22-Jan-21 12:28 PM View: | CMS Energy Corp. (CMS) | 20-Jan-21 | Grant | 14,405 | -- | -- | 23% 63.64K to 78.05K | |
| 20-Jan-21 7:15 PM View: | CMS Energy Corp. (CMS) | 17-Jan-21 | Grant | 3,433 | -- | -- | 3% 134.25K to 137.68K | |
| 20-Jan-21 7:15 PM View: | CMS Energy Corp. (CMS) | 17-Jan-21 | Payment of Exercise | 5,198 | $58.62 | $304,707.00 | (4%) 137.68K to 132.49K | |
| 12-May-20 2:21 PM View: | CMS Energy Corp. (CMS) | 12-May-20 | Market Sale | 7,500 | $55.64 | $417,325.00 | (10%) 71.59K to 64.09K | (1%) |
| 24-Mar-20 4:21 PM View: | CMS Energy Corp. (CMS) | 20-Mar-20 | Grant | 1,874 | -- | -- | 1% 147.08K to 148.96K | |
| 24-Mar-20 4:21 PM View: | CMS Energy Corp. (CMS) | 20-Mar-20 | Payment of Exercise | 2,887 | $49.55 | $143,051.00 | (2%) 148.96K to 146.07K | (14%) |
| 22-Jan-20 3:49 PM View: | CMS Energy Corp. (CMS) | 18-Jan-20 | Grant | 2,558 | -- | -- | 3% 74.08K to 76.64K | |
| 22-Jan-20 3:49 PM View: | CMS Energy Corp. (CMS) | 18-Jan-20 | Payment of Exercise | 4,517 | $65.65 | $296,541.00 | (6%) 76.64K to 72.12K | 15% |
| 17-Jan-20 11:49 AM View: | CMS Energy Corp. (CMS) | 15-Jan-20 | Grant | 12,752 | -- | -- | 21% 61.33K to 74.08K | |
| 13-Aug-19 4:21 PM View: | CMS Energy Corp. (CMS) | 13-Aug-19 | Market Sale | 4,000 | $59.70 | $238,785.00 | (6%) 64.55K to 60.55K | 7% |
| 25-Mar-19 3:21 PM View: | CMS Energy Corp. (CMS) | 21-Mar-19 | Grant | 1,231 | -- | -- | < 1% 131.83K to 133.06K | |
| 25-Mar-19 3:21 PM View: | CMS Energy Corp. (CMS) | 21-Mar-19 | Payment of Exercise | 2,415 | $55.22 | $133,356.00 | (2%) 133.06K to 130.65K | (1%) |
| 23-Jan-19 4:35 PM View: | CMS Energy Corp. (CMS) | 20-Jan-19 | Grant | 527 | -- | -- | < 1% 67.65K to 68.17K | |
| 23-Jan-19 4:35 PM View: | CMS Energy Corp. (CMS) | 20-Jan-19 | Payment of Exercise | 3,333 | $50.88 | $169,583.00 | (5%) 68.17K to 64.84K | (11%) |
| 18-Jan-19 12:14 PM View: | CMS Energy Corp. (CMS) | 16-Jan-19 | Grant | 13,356 | -- | -- | 25% 54.29K to 67.65K | |
| 31-Oct-18 10:49 AM View: | CMS Energy Corp. (CMS) | 30-Oct-18 | Market Sale | 4,000 | $49.69 | $198,748.00 | (7%) 57.92K to 53.92K | (12%) |
| 23-Mar-18 11:07 AM View: | CMS Energy Corp. (CMS) | 21-Mar-18 | Grant | 3,276 | -- | -- | 3% 116.88K to 120.16K | |
| 23-Mar-18 11:07 AM View: | CMS Energy Corp. (CMS) | 21-Mar-18 | Payment of Exercise | 3,017 | $43.81 | $132,175.00 | (3%) 120.16K to 117.14K | (26%) |
| 23-Jan-18 2:42 PM View: | CMS Energy Corp. (CMS) | 21-Jan-18 | Grant | 2,506 | -- | -- | 4% 57.56K to 60.06K | |
| 23-Jan-18 2:42 PM View: | CMS Energy Corp. (CMS) | 21-Jan-18 | Payment of Exercise | 3,731 | $44.05 | $164,351.00 | (6%) 60.06K to 56.33K | (24%) |
| 19-Jan-18 9:49 AM View: | CMS Energy Corp. (CMS) | 17-Jan-18 | Grant | 12,346 | -- | -- | 27% 45.21K to 57.56K | |
| 24-Aug-17 2:56 PM View: | CMS Energy Corp. (CMS) | 22-Aug-17 | Market Sale | 3,500 | $48.26 | $168,920.00 | (7%) 48.34K to 44.84K | (12%) |
| 05-Jul-17 10:07 AM View: | CMS Energy Corp. (CMS) | 01-Jul-17 | Payment of Exercise | 14,010 | $46.25 | $647,962.00 | (22%) 62.34K to 48.34K | (16%) |
| 20-Jan-17 2:28 PM View: | CMS Energy Corp. (CMS) | 18-Jan-17 | Grant | 11,377 | -- | -- | 23% 50.07K to 61.45K | |
| 23-Aug-16 12:14 PM View: | CMS Energy Corp. (CMS) | 22-Aug-16 | Market Sale | 2,135 | $43.17 | $92,167.90 | (4%) 51.47K to 49.33K | (22%) |