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 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.
CMS Energy Corporation Executive Vice President & CLO Shaun M. Johnson reported two transactions in CMS common stock. On 01/26/2026, he acquired 374 shares at $0 under a 2023 restricted stock award tied to performance criteria in the CMS Performance Incentive Stock Plan.
On the same date, a separate transaction coded "F" disposed of 4,821 shares at $71.53 per share. Following these transactions and adjustments that include 418 additional shares from dividend reinvestment under restricted stock awards, Johnson directly owned 90,147 shares of CMS common stock.
CMS Energy Corporation Executive Vice President & COO Tonya L. Berry reported routine stock transactions. On January 26, 2026, she acquired 230 shares of Common Stock at $0 after CMS exceeded performance criteria under a 2023 restricted stock award. The same day, a separate transaction coded F covered 2,993 shares at $71.53, leaving her with 49,936 Common Stock shares held directly. Her total holdings also reflect an additional 833 shares from dividend reinvestment or equivalents under the CMS Performance Incentive Stock Plan.
CMS Energy Corporation executive Hayes Rejji P, EVP/CFO, reported two stock transactions in company common stock dated January 26, 2026. He acquired 719 shares at $0 as CMS exceeded performance criteria under a 2023 restricted stock award granted through the CMS Performance Incentive Stock Plan.
The filing also shows a disposition of 9,174 common shares at a price of $71.53 per share. Following these transactions and an adjustment reflecting 2,275 additional shares from dividend reinvestment under the same plan, he directly owns 236,581 CMS common shares.
CMS Energy Corporation’s President and CEO Garrick J. Rochow reported equity award activity and a related share disposition. On January 26, 2026, he acquired 2,240 shares of common stock at $0, earned because CMS exceeded performance criteria under a 2023 restricted stock award.
On the same date, 28,390 shares of common stock were disposed of at $71.53 per share, a transaction typically associated with tax withholding for equity awards (code “F”). After these transactions, he directly held 518,452 CMS shares, with holdings also reflecting 5,496 additional shares from dividend reinvestment under the company’s performance incentive stock plan.
CMS Energy Corporation and its utility subsidiary Consumers Energy Company updated their bank financing arrangements. CMS Energy amended and restated its unsecured revolving credit facility, increasing capacity from $550 million to $750 million, with a five-year term expiring on November 21, 2030 and two one-year extension options. Borrowings can be used for general corporate purposes and working capital and may bear interest at a SOFR-based rate or an Alternate Base Rate.
Consumers amended and restated its $1.1 billion secured revolving credit facility, also maturing on November 21, 2030 with two one-year extension options. The facility remains secured by several series of first mortgage bonds under existing supplemental indentures and supports general corporate purposes and working capital. Consumers also entered a new $300 million secured revolving credit facility maturing on November 21, 2028, similarly secured by first mortgage bonds and with substantially similar terms to the Consumers facility.
Separately, Consumers and The Bank of Nova Scotia executed a Third Amendment to a $250 million secured revolving credit agreement, extending its termination date to November 28, 2025 while maintaining first mortgage bond security. Major relationship banks, including Barclays, JPMorgan, MUFG, Mizuho, Bank of America, Wells Fargo and The Bank of Nova Scotia, continue to provide banking and underwriting services in the ordinary course of business.