STOCK TITAN

CMS Energy (CMS) director John G. Russell granted 2,411 restricted shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

RUSSELL JOHN G reported acquisition or exercise transactions in this Form 4 filing.

CMS Energy Corp director John G. Russell received a grant of 2,411 shares of common stock as equity compensation. The award is in the form of restricted stock under CMS Energy Corporation's Performance Incentive Stock Plan and is scheduled to vest at the next annual meeting date.

After this grant and related dividend reinvestment adjustments, Russell directly holds 134,068 CMS common shares. This filing reflects a compensation-related share award rather than an open-market purchase or sale.

Positive

  • None.

Negative

  • None.
Insider RUSSELL JOHN G
Role null
Type Security Shares Price Value
Grant/Award Common Stock 2,411 $0.00 --
Holdings After Transaction: Common Stock — 134,068 shares (Direct, null)
Footnotes (1)
  1. Grant of 2,411 shares of Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. The total holdings reflect an adjustment of 89 additional shares of Common Stock of CMS acquired as a result of dividend reinvestment or equivalents pursuant to the Restricted Stock awards granted in accordance with the provisions of the CMS Performance Incentive Stock Plan.
Restricted stock grant 2,411 shares Grant of restricted CMS common stock to director
Grant price per share $0.00 per share Reported grant price for restricted stock award
Total shares after transaction 134,068 shares Director’s direct CMS common stock holdings after grant
Dividend reinvestment adjustment 89 shares Additional CMS shares from dividend reinvestment or equivalents
Restricted Stock financial
"Grant of 2,411 shares of Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan"
Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.
Performance Incentive Stock Plan financial
"pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date"
dividend reinvestment financial
"89 additional shares of Common Stock of CMS acquired as a result of dividend reinvestment or equivalents"
Dividend reinvestment is when the money earned from a company's profit sharing, called dividends, is automatically used to buy more shares of that company instead of being received as cash. This process helps investors grow their holdings over time without extra effort, much like using earned interest to buy more of a savings account. It encourages long-term investment growth by continuously increasing the amount of shares owned.
annual meeting financial
"Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date"
A company's annual meeting is a yearly gathering where owners (shareholders) and the board review performance, ask questions, and vote on key matters like electing directors, approving auditor choices, and sometimes setting pay or dividend policies. For investors it matters because decisions made and votes cast can change who runs the company, influence strategy and payouts, and affect the value or direction of their investment—similar to a homeowners’ meeting where rules and leaders that shape your property’s value are decided.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
RUSSELL JOHN G

(Last)(First)(Middle)
ONE ENERGY PLAZA

(Street)
JACKSON MICHIGAN 49201

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
CMS ENERGY CORP [ CMS ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/08/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock05/08/2026A2,411(1)A$0134,068D(2)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Grant of 2,411 shares of Restricted Stock pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date.
2. The total holdings reflect an adjustment of 89 additional shares of Common Stock of CMS acquired as a result of dividend reinvestment or equivalents pursuant to the Restricted Stock awards granted in accordance with the provisions of the CMS Performance Incentive Stock Plan.
Remarks:
Rhonda M. Morris, Attny-in-fact05/11/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did CMS (CMS) director John G. Russell report in this Form 4?

John G. Russell reported receiving 2,411 shares of CMS common stock as a restricted stock grant. The award was issued under CMS Energy Corporation's Performance Incentive Stock Plan and is scheduled to vest at the next annual meeting date.

Is John G. Russell buying or selling CMS (CMS) shares in this transaction?

He is not buying or selling shares on the open market in this filing. The 2,411 shares are a restricted stock grant received as equity compensation under CMS Energy’s Performance Incentive Stock Plan, with no cash price per share reported.

How many CMS (CMS) shares does John G. Russell hold after this grant?

Following the grant, Russell directly holds 134,068 shares of CMS common stock. This total includes an adjustment of 89 additional shares acquired through dividend reinvestment or equivalents tied to prior restricted stock awards under the same incentive plan.

What are the key terms of the 2,411-share restricted stock grant at CMS (CMS)?

The grant covers 2,411 shares of restricted CMS common stock at a stated price of $0.00 per share. It was made under the Performance Incentive Stock Plan and is subject to vesting at the next annual meeting date, as described in the filing footnotes.

What does the dividend reinvestment footnote mean in the CMS (CMS) Form 4?

The footnote explains that Russell’s total holdings include 89 extra CMS shares. These were acquired automatically through dividend reinvestment or equivalents associated with previously granted restricted stock awards under the CMS Performance Incentive Stock Plan.