Welcome to our dedicated page for CMS ENERGY SEC filings (Ticker: CMS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for CMS Energy Corporation (NYSE: CMS) and, where applicable, its principal subsidiary, Consumers Energy Company. As a Michigan-based energy company in the utilities sector with listed common stock, junior subordinated notes and preferred securities, CMS Energy regularly files reports and current disclosures that describe its financial condition, capital structure and material corporate events.
Investors can review Form 10-K annual reports and Form 10-Q quarterly reports for detailed information on CMS Energy's regulated utility operations through Consumers Energy, its independent power generation businesses and its overall financial performance. These filings typically include discussions of operating revenue, operating income, net income attributable to CMS Energy, cash flows, capitalization and risk factors, as well as explanations of non-GAAP measures such as adjusted earnings that the company uses to evaluate present operating performance.
Form 8-K current reports are particularly important for tracking material events at CMS Energy and Consumers Energy. Recent 8-K filings have disclosed quarterly financial results, the launch and completion of a private placement of 3.125% Convertible Senior Notes due 2031, amendments and restatements of revolving credit facilities for both CMS Energy and Consumers Energy, and tender offers for certain Consumers Energy first mortgage bonds. These reports provide timely insight into new debt issuances, changes in credit arrangements, earnings announcements and other significant developments.
For those monitoring the company's capital structure and securities, the filings also describe listed instruments such as CMS Energy's junior subordinated notes, depositary shares representing interests in its 4.200% Cumulative Redeemable Perpetual Preferred Stock, Series C, and Consumers Energy's cumulative preferred stock. Forms 3, 4 and 5, when available, can be used to examine insider transactions and ownership changes in CMS Energy securities.
On Stock Titan, SEC filings are updated as they become available from EDGAR, and AI-powered tools can help summarize lengthy documents like 10-Ks and 10-Qs, highlight key terms in 8-Ks and make complex capital markets disclosures easier to understand. Users can quickly see which filings relate to earnings releases, credit facility amendments, convertible note offerings or other specific topics and use AI-generated overviews to focus on the sections most relevant to their analysis of CMS Energy and Consumers Energy.
CMS Energy Corporation reported an insider equity award for Senior Vice President Lauren Y. Snyder. On January 29, 2026, Snyder received 3,526 shares of common stock at a price of $0 per share, reflecting a grant rather than a purchase.
The award is described as restricted stock granted under CMS Energy’s Performance Incentive Stock Plan and is subject to a three-year “cliff” vesting schedule, meaning the shares vest all at once after three years. Following this grant, Snyder beneficially owned 16,426 shares of CMS Energy common stock in direct ownership.
CMS Energy Corporation reported that Senior Vice President Thomas Shannon received an award of 7,757 shares of common stock on January 29, 2026. The shares were granted at a price of $0 as restricted stock under CMS Energy’s Performance Incentive Stock Plan.
The restricted stock is subject to a three-year “cliff” vesting schedule, meaning the full award is scheduled to vest after three years rather than gradually over time. Following this grant, Shannon directly beneficially owns 7,757 shares of CMS Energy common stock.
CMS Energy Corporation Senior Vice President Brandon J. Hofmeister received a grant of 13,752 shares of CMS common stock on January 29, 2026. The shares are restricted stock issued under CMS Energy’s Performance Incentive Stock Plan and are subject to a three-year cliff vesting schedule.
Following this grant, Hofmeister beneficially owns 74,670 shares of CMS common stock directly. He also has indirect beneficial ownership of 1 share held in a custodial account for his son.
CMS Energy Corporation granted Executive Vice President & CLO Shaun M. Johnson 19,747 shares of common stock on January 29, 2026. The award is in the form of restricted stock under CMS Energy’s Performance Incentive Stock Plan and is subject to a three-year cliff vesting schedule.
After this grant, Johnson beneficially owns 109,894 shares of CMS Energy common stock, all reported as directly held.
CMS Energy Corporation Executive Vice President and COO Tonya L. Berry received a grant of 20,451 shares of common stock as restricted stock. The grant was made at a price of $0 per share under CMS Energy’s Performance Incentive Stock Plan and is subject to a three-year cliff vesting schedule. Following this award, she beneficially owns 70,387 shares of CMS Energy common stock in direct ownership.
CMS Energy Corporation reported that Executive Vice President and Chief Financial Officer Hayes Rejji P received a grant of restricted common stock. On 01/29/2026, he was awarded 33,144 shares at a price of $0 per share under the company’s Performance Incentive Stock Plan.
The restricted stock is subject to a three-year cliff vesting schedule, meaning the shares are scheduled to vest all at once after three years, rather than gradually. Following this grant, Hayes Rejji P beneficially owns 269,725 shares of CMS Energy common stock in direct ownership.
CMS Energy Corporation reported an insider equity award for its President and CEO, Garrick J. Rochow. On January 29, 2026, he was granted 123,413 shares of common stock at a price of $0 per share.
The footnote explains this is restricted stock granted under CMS Energy's Performance Incentive Stock Plan, subject to a three-year "cliff" vesting schedule, meaning the shares vest only after three years. Following this award, Rochow beneficially owns 641,865 shares of CMS Energy common stock directly.
CMS Energy Corporation officer Scott B. McIntosh, VP, Controller and Chief Accounting Officer, reported routine equity compensation activity in company stock. On January 26, 2026, he acquired 117 shares of Common Stock at $0 when CMS exceeded performance criteria tied to a 2023 restricted stock award under the CMS Performance Incentive Stock Plan.
On the same date, 1,418 shares of Common Stock were withheld at $71.53 per share to cover taxes, leaving McIntosh with 20,842 shares of CMS Common Stock held directly after these transactions. His total holdings also reflect an additional 361 shares credited through dividend reinvestment or equivalents on prior restricted stock awards.
CMS Energy Senior Vice President Lauren Y. Snyder reported routine stock-based compensation activity involving CMS common stock. On January 26, 2026, she acquired 77 shares of common stock at $0 per share, earned because CMS exceeded performance criteria under a 2023 restricted stock award.
On the same date, 747 shares were withheld at $71.53 per share, a transaction typically used to cover tax obligations, leaving her with 12,900 shares of CMS common stock held directly. Her total holdings also reflect an additional 58 shares previously credited through dividend reinvestment under the company’s performance incentive stock plan.
CMS Energy Corporation Senior Vice President Brandon J. Hofmeister reported equity award-related transactions in company common stock. On January 26, 2026, he acquired 326 shares at $0 after CMS exceeded performance criteria under a 2023 restricted stock award, pursuant to the CMS Performance Incentive Stock Plan.
The filing notes his total direct holdings reflected an adjustment of 323 additional shares from dividend reinvestment or equivalents under restricted stock awards. On the same date, 4,221 shares were withheld at $71.53 per share, typically for tax obligations, leaving 60,918 shares held directly and 1 share held indirectly in a custodial account for his son.