STOCK TITAN

CMS Energy (NYSE: CMS) SVP sells shares and makes small stock gifts

Filing Impact
(Moderate)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

CMS Energy Corporation senior vice president Brandon J. Hofmeister reported multiple stock transactions in company common shares. On February 27, 2026, he executed an open-market sale of 4,000 shares at a weighted average price of $78.235 per share, with individual trades ranging from $78.23 to $78.26. After this sale, his directly held stake was 70,670 shares.

Hofmeister also completed bona fide gifts of small share amounts, including 2 shares from his direct holdings and 2 shares from custodial accounts for his children. His reported total holdings were adjusted to include 285 additional shares acquired through dividend reinvestment or equivalents under the CMS Performance Incentive Stock Plan.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED 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*
Hofmeister Brandon J.

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

(Street)
JACKSON MI 49201

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
CMS ENERGY CORP [ CMS ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Senior Vice President
3. Date of Earliest Transaction (Month/Day/Year)
02/27/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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)
Code V Amount (A) or (D) Price
Common Stock 02/27/2026 S 4,000 D $78.235(1) 70,670 D
Common Stock 02/27/2026 G 2 D $0 70,953 D(2)
Common Stock 02/27/2026 G 2 A $0 3 I Custodial Accounts for Children
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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.23 to $78.26, inclusive. The reporting person undertakes to provide to CMS Energy Corporation ("CMS"), any security holder of CMS, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (1) to this Form 4.
2. The total holdings reflect an adjustment of 285 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-fact 03/02/2026
** Signature of Reporting Person Date
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.

FAQ

What insider transactions did CMS (CMS) report for Brandon J. Hofmeister?

CMS reported that senior vice president Brandon J. Hofmeister sold 4,000 shares of common stock in an open-market transaction and made small bona fide stock gifts, while also reflecting additional shares from dividend reinvestment in his reported holdings.

How many CMS Energy shares did Brandon J. Hofmeister sell and at what price?

Brandon J. Hofmeister sold 4,000 CMS Energy common shares at a weighted average price of $78.235. The trades occurred in multiple transactions within a narrow price range between $78.23 and $78.26 per share, as disclosed in the filing footnote.

How many CMS (CMS) shares does Brandon J. Hofmeister hold after these transactions?

Following the February 27, 2026 open-market sale, Brandon J. Hofmeister directly held 70,670 CMS common shares. His reported total holdings also reflect an additional 285 shares acquired through dividend reinvestment or equivalents under a CMS stock incentive plan.

Were there any stock gifts reported by CMS executive Brandon J. Hofmeister?

Yes. The Form 4 shows bona fide gifts of 2 CMS common shares from Hofmeister’s direct holdings and 2 shares from custodial accounts for his children. These gifts are classified as non-sale dispositions and are separate from the open-market sale.

What does the dividend reinvestment adjustment mean in the CMS Form 4?

The filing states Hofmeister’s total holdings include an adjustment of 285 additional CMS common shares. These shares were acquired through dividend reinvestment or equivalents tied to restricted stock awards under the CMS Performance Incentive Stock Plan.

What is the overall direction of Brandon J. Hofmeister’s recent CMS stock activity?

Overall activity reflects a net reduction in holdings due to the sale of 4,000 shares, partially offset by 285 shares from dividend reinvestment. Additional small bona fide gifts further reduced his directly and indirectly held CMS common stock positions.
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