CMS ENERGY CORP (CMS-PC)

AI-Powered SEC Filing Analysis

Insider Trading Filed: 2026-03-30

Key Insights

  • The reporting person, Lauren Y. Snyder, a Senior Vice President at CMS Energy Corp, acquired 674 shares of common stock on March 26, 2026, likely due to the company exceeding certain performance criteria under a restricted stock award.
  • The reporting person also disposed of 574 shares of common stock on the same date, potentially for tax purposes or other personal financial considerations.
  • The total number of shares beneficially owned by the reporting person following the reported transactions is 16,596 shares of CMS Energy Corp common stock.
Insider Trading Filed: 2026-03-30

Key Insights

  • Tonya L. Berry, the Executive Vice President and Chief Operating Officer of CMS Energy Corp, acquired 2,021 shares of common stock through a performance-based restricted stock award.
  • Berry also disposed of 2,642 shares of common stock, likely to cover tax obligations associated with the restricted stock award.
  • The total number of shares beneficially owned by Berry following the reported transactions is 70,105 shares.
Insider Trading Filed: 2026-03-30

Key Insights

  • The reporting person, Scott B. McIntosh, who is the VP, Controller, and CAO of CMS Energy Corp, acquired 1,028 shares of the company's common stock on March 26, 2026 as a result of exceeding certain performance criteria under a restricted stock award.
  • McIntosh also disposed of 1,197 shares of CMS common stock on the same date, likely to cover tax withholding obligations related to the restricted stock vesting.
  • The net effect of these transactions is a decrease in McIntosh's direct beneficial ownership of CMS common stock from 25,251 shares to 24,054 shares.
Insider Trading Filed: 2026-03-30

Key Insights

  • Shaun M. Johnson, the Executive Vice President and Chief Legal Officer of CMS Energy Corp, acquired 3,284 shares of the company's common stock through a performance-based restricted stock award.
  • Johnson also disposed of 4,311 shares through a stock sale, likely to cover tax withholding obligations, resulting in a net decrease of 1,027 shares in his direct beneficial ownership.
  • The reporting person's total direct beneficial ownership in CMS Energy Corp stands at 109,325 shares, indicating continued alignment with the company's performance.
Insider Trading Filed: 2026-03-30

Key Insights

  • The reporting person, Brandon J. Hofmeister, a Senior Vice President at CMS Energy Corp, acquired 2,863 shares of the company's common stock on March 26, 2026 as a result of exceeding certain performance criteria under a restricted stock award.
  • Hofmeister also disposed of 3,759 shares of CMS common stock on the same date, likely to cover tax withholding obligations related to the stock award.
  • After the transactions, Hofmeister continues to hold a significant direct ownership stake of 70,111 shares in CMS, in addition to 3 shares held indirectly in custodial accounts for his children.
Insider Trading Filed: 2026-03-30

Key Insights

  • The reporting person, Rejji P. Hayes, acquired 6,316 shares of CMS Energy Corp. (CMS) common stock on 03/26/2026, likely due to performance-based incentives under the company's stock plan.
  • Hayes also disposed of 8,290 shares of CMS common stock on the same date, potentially for tax or diversification purposes.
  • The total holdings of CMS common stock by the reporting person have increased to 268,535 shares, reflecting continued investment in the company.
Insider Trading Filed: 2026-03-30

Key Insights

  • Garrick J. Rochow, the President and CEO of CMS Energy Corp, acquired 19,681 shares of common stock on March 26, 2026 as a result of exceeding certain performance criteria under the 2023 Restricted Stock Award.
  • Rochow also disposed of 25,833 shares of common stock on the same date, potentially for tax purposes or personal financial management.
  • Rochow's total beneficial ownership in CMS Energy Corp stands at 637,918 shares as of the reported transaction, indicating a sizable stake in the company.
Insider Trading Filed: 2026-03-04

Key Insights

  • The reporting person, Scott B. McIntosh, who is the VP, Controller, and CAO of CMS Energy Corp, has sold 1,750 shares of common stock at an average price of $78.205 per share.
  • McIntosh's total holdings of CMS common stock following the reported transaction is 24,223 shares, reflecting an increase of 123 shares due to dividend reinvestment or equivalents from restricted stock awards.
  • The sale of shares by a senior executive officer could signal a shift in their confidence in the company's future performance, which investors should monitor closely.
Insider Trading Filed: 2026-03-02

Key Insights

  • The reporting person, Brandon J. Hofmeister, who is the Senior Vice President of CMS Energy Corp, sold 4,000 shares of the company's common stock on February 27, 2026 at a weighted average price of $78.235.
  • Hofmeister also acquired 2 additional shares of CMS Energy Corp common stock on the same date through dividend reinvestment or equivalents pursuant to the company's Performance Incentive Stock Plan.
  • The reporting person continues to hold a significant position of 70,953 shares of CMS Energy Corp common stock, indicating his ongoing investment in the company.
Insider Trading Filed: 2026-02-27

Key Insights

  • The reporting person, Diane Leopold, acquired 2,000 shares of CMS Energy Corp common stock at $76.699 per share, increasing their direct beneficial ownership to 2,769 shares.
  • This insider purchase transaction suggests that Leopold has a positive outlook on the company and confidence in its future performance.
  • The transaction's timing, just a few days prior to the filing, indicates it was a relatively recent and potentially meaningful acquisition of CMS shares by a company director.
Insider Trading Filed: 2026-02-23

Key Insights

  • Richard Patrick Keyes, a director of CMS Energy Corp, acquired 769 shares of the company's common stock on 02/20/2026 at no cost, likely through an equity compensation plan.
  • This insider buying activity suggests Keyes has confidence in the company's future performance and may signal a positive sentiment among the company's leadership.
  • The size of the transaction, while not substantial, is noteworthy as it represents an increase in Keyes' direct beneficial ownership of CMS Energy's common stock.
Insider Trading Filed: 2026-02-23

Key Insights

  • Diane Leopold, a director of CMS Energy Corp, acquired 769 shares of the company's common stock on February 20, 2026 at no cost, likely through a stock grant or incentive plan.
  • This acquisition is a direct ownership of the shares, increasing Leopold's beneficial ownership in the company.
  • The timing and nature of this transaction suggest it is part of the company's routine director compensation program and does not indicate any significant changes in Leopold's investment thesis or the company's outlook.
Insider Trading Filed: 2026-02-23

Key Insights

  • John G. Russell, a director of CMS Energy Corp, sold 14,914 shares of the company's common stock on February 20, 2026 at a weighted average price of $75.755 per share.
  • This insider sale reduces Russell's direct beneficial ownership in CMS Energy to 131,568 shares, indicating a potential change in his investment position.
  • The timing and size of this insider sale may be noteworthy for investors to consider in the context of the company's recent performance and market conditions.
Current Report Filed: 2026-02-11

Key Insights

  • CMS Energy Corporation filed an updated prospectus supplement to continue an equity offering program, with approximately $492.3 million remaining available for offer and sale of common stock.
  • The equity offering will be conducted through an equity distribution agreement with various financial institutions acting as agents and forward purchasers.
  • CMS Energy may physically settle, cash settle, or net share settle the forward sale transactions, providing flexibility in how the company raises capital.
Insider Trading Filed: 2026-02-02

Key Insights

  • The reporting person, Lauren Y. Snyder, acquired 3,526 shares of CMS Energy Corporation's common stock, increasing her direct beneficial ownership to 16,426 shares.
  • The stock acquisition was made through a restricted stock grant under the company's Performance Incentive Stock Plan, which is subject to a three-year vesting schedule.
  • This transaction indicates that a senior executive of CMS Energy Corporation, the Senior Vice President, is maintaining a direct stake in the company, which could be seen as a positive signal for investors.
Insider Trading Filed: 2026-02-02

Key Insights

  • The reporting person, Thomas Shannon, acquired 7,757 shares of CMS Energy Corp's common stock through a restricted stock grant, which indicates the company is incentivizing its senior leadership.
  • This transaction suggests Shannon's continued commitment and alignment with CMS Energy's long-term performance, as the restricted shares are subject to a three-year vesting schedule.
  • Insider transactions, such as this restricted stock grant, can provide insights into management's confidence in the company's future prospects and their own willingness to be invested in the company's success.
Insider Trading Filed: 2026-02-02

Key Insights

  • Brandon J. Hofmeister, the Senior Vice President of CMS Energy Corp, acquired 13,752 shares of the company's common stock on January 29, 2026, indicating his confidence in the company's prospects.
  • Hofmeister's additional ownership of 1 share in a custodial account for his son suggests he is making long-term investments in the company.
  • The acquisition of restricted stock, subject to a three-year vesting schedule, aligns Hofmeister's incentives with the company's long-term performance goals.
Insider Trading Filed: 2026-02-02

Key Insights

  • The reporting person, Shaun M. Johnson, acquired 19,747 shares of CMS Energy Corp common stock on January 29, 2026 as part of a restricted stock grant, increasing his direct beneficial ownership to 109,894 shares.
  • The restricted stock grant is subject to a three-year 'cliff' vesting schedule, indicating a long-term incentive for the reporting person to remain with the company.
  • The transaction is likely part of the company's executive compensation plan, aligning the interests of senior leadership with those of shareholders.
Insider Trading Filed: 2026-02-02

Key Insights

  • Tonya L. Berry, the Executive Vice President & COO of CMS Energy Corp, acquired 20,451 shares of the company's common stock at $0 per share, increasing her direct ownership to 70,387 shares.
  • The restricted stock acquisition was made pursuant to CMS' Performance Incentive Stock Plan and is subject to a three-year 'cliff' vesting schedule, aligning Berry's interests with long-term shareholder value creation.
  • The insider transaction represents a positive signal as it demonstrates management's confidence in the company's future prospects and their commitment to the organization's success.
Insider Trading Filed: 2026-02-02

Key Insights

  • The EVP/CFO Rejji P. Hayes acquired a significant number of 33,144 shares of CMS Energy Corp, indicating his confidence in the company's future prospects.
  • The restricted stock granted to Hayes is subject to a three-year vesting schedule, suggesting long-term alignment between management and shareholders.
  • The insider transaction suggests that the company's financial performance and growth outlook may be positive, as executives are willing to increase their equity stake.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.