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.
CMS Energy Corporation filings document the regulatory record for a Michigan energy holding company and its principal utility subsidiary, Consumers Energy Company. The filings cover material events, securities registered on the New York Stock Exchange, financing activity, and governance disclosures for CMS Energy and Consumers Energy.
Recent filings include Form 8-K reports tied to shelf registration activity, utility bond offerings, equity offering matters, and listed securities such as CMS common stock, junior subordinated notes, depositary shares representing Series C preferred stock, and Consumers Energy preferred stock. Definitive proxy statements provide board, voting, executive compensation and shareholder-meeting disclosures for the company and its utility subsidiary.
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.
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.