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CMS Energy Corporation 5.625% Junior Subordinated Notes due 2078 Form 4 Filings

CMSA NYSE

Every Form 4 that CMS Energy Corporation 5.625% Junior Subordinated Notes due 2078 (CMSA) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A Form 4 covers the transactions officers, directors and large holders report, so if you follow CMSA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CMSA filings page.

Rhea-AI Summary

CMS Energy EVP/CFO Srikant Maddipati purchased 200 shares of CMS Energy common stock on July 31, 2026 at $72.455 per share. This open-market or private transaction increased his directly held position to 34,895 shares. The trade was not designated as under a Rule 10b5-1 trading plan.

Rhea-AI Summary

MADDIPATI SRIKANTH reported acquisition or exercise transactions in this Form 4 filing.

CMS Energy Corporation EVP/CFO Srikant Maddipati received a grant of 10,184 shares of restricted common stock. The award was granted at no cash cost per share and is subject to a three-year cliff vesting schedule under CMS Energy's Performance Incentive Stock Plan. Following this compensation grant, his directly held common stock position increased to 34,695 shares.

Rhea-AI Summary

CMS Energy Corp Senior Vice President Brandon J. Hofmeister reported an open-market sale of 3,000 shares of common stock at $74.31 per share on May 26, 2026. After this sale, he directly holds 67,111 shares of common stock and indirectly reports 3 shares held in custodial accounts for his children.

Rhea-AI Summary

Wright Laura reported acquisition or exercise transactions in this Form 4 filing.

CMS Energy director Laura Wright received a grant of 2,411 shares of Common Stock as Restricted Stock under CMS Energy Corporation's Performance Incentive Stock Plan. The award carries no cash purchase price and is scheduled to vest at the next annual meeting date. After this grant, Wright directly owns 43,623 CMS Energy common shares. This is a compensation-related equity award rather than an open-market stock purchase or sale.

Rhea-AI Summary

TANSKI RONALD J reported acquisition or exercise transactions in this Form 4 filing.

CMS Energy director Ronald J. Tanski received 2,411 shares of restricted stock as a compensation award. The grant was made under CMS Energy Corporation's Performance Incentive Stock Plan and is scheduled to vest at the next annual meeting date. After this award and an adjustment of 470 additional shares from dividend reinvestment related to prior restricted stock awards, Tanski directly holds 20,903 shares of CMS Energy common stock.

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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.

Rhea-AI Summary

Keyes Richard Patrick reported acquisition or exercise transactions in this Form 4 filing.

CMS Energy Corp director Richard Patrick Keyes received a grant of 2,411 shares of restricted common stock. The award was made at no cash cost per share under CMS Energy Corporation's Performance Incentive Stock Plan and is scheduled to vest at the next annual meeting date. Following this equity grant, Keyes directly holds 3,180 CMS Energy common shares, reflecting routine stock-based director compensation rather than an open-market purchase or sale.

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CMS Energy director John G. Sznewajs received a grant of 2,411 shares of Common Stock in the form of Restricted Stock Units under the company’s Performance Incentive Stock Plan. These units are subject to vesting at the next annual meeting date, meaning they are compensation-based rather than an open-market purchase.

The filing also reflects an adjustment adding 1,034 shares acquired through dividend reinvestment or equivalents tied to prior restricted stock awards. After these updates, Sznewajs directly holds 37,594 shares of CMS Energy common stock.

Rhea-AI Summary

Soto Myrna reported acquisition or exercise transactions in this Form 4 filing.

CMS Energy Corp director Myrna Soto received a grant of 2,411 shares of common stock in the form of Restricted Stock Units under the company’s Performance Incentive Stock Plan, at no cash cost to her. These RSUs are scheduled to vest at the next annual meeting date.

After this grant and an adjustment of 1,052 additional shares from dividend reinvestment tied to prior restricted stock awards, her direct holdings total 41,023 CMS Energy common shares.

Rhea-AI Summary

SHANK SUZANNE F. reported acquisition or exercise transactions in this Form 4 filing.

CMS Energy Corp director Suzanne F. Shank received a grant of 2,411 shares of restricted stock units. The award was made under CMS Energy Corporation's Performance Incentive Stock Plan at no cash cost and is subject to vesting at the next annual meeting date.

After this grant and an adjustment of 568 additional shares from dividend reinvestment or equivalents tied to prior restricted stock awards, her direct holdings total 23,680 shares of CMS common stock. This filing reflects routine equity compensation for a director rather than an open-market share purchase or sale.

Rhea-AI Summary

IZZO RALPH reported acquisition or exercise transactions in this Form 4 filing.

CMS Energy Corp director Ralph Izzo received a grant of 2,411 shares of common stock as Restricted Stock Units. The award was granted at no cash cost under CMS Energy's Performance Incentive Stock Plan and is scheduled to vest at the next annual meeting date. Following this grant and an adjustment of 246 additional shares from dividend reinvestment related to prior restricted stock awards, Izzo now holds 10,779 shares of CMS Energy common stock directly.

Rhea-AI Summary

CMS Energy Corp director Diane Leopold received an equity grant. She was awarded 2,411 shares of common stock as Restricted Stock Units under CMS Energy Corporation's Performance Incentive Stock Plan, with the units subject to vest at the next annual meeting date.

After this award, Leopold directly holds 5,180 shares of CMS Energy common stock. This is a compensation-related, non-cash acquisition rather than an open-market purchase, and there are no derivative securities reported as remaining positions in this filing.

Rhea-AI Summary

CMS Energy Corp director Deborah H. Butler reported a compensation-related equity grant rather than an open-market trade. She acquired 2,411 shares of Common Stock as Restricted Stock Units at a stated price of $0.00 per share, granted under CMS Energy Corporation's Performance Incentive Stock Plan and subject to vest at the next annual meeting date. Following this award and an adjustment for 1,056 additional shares from dividend reinvestment or equivalents tied to prior restricted stock awards, her direct holdings increased to 39,850 shares of CMS common stock.

Rhea-AI Summary

CMS Energy Corp VP, Controller and CAO Scott B. McIntosh reported routine equity compensation activity in company common stock. He acquired 1,028 shares at no cost as a performance-based stock award after CMS exceeded criteria set under a 2023 Restricted Stock Award.

On the same date, 1,197 shares of common stock were disposed of at $76.33 per share to cover tax obligations, a tax-withholding disposition rather than an open-market sale. After these transactions, McIntosh directly holds 24,054 CMS common shares, reflecting a modest net reduction driven by tax withholding tied to compensation.

Rhea-AI Summary

CMS Energy Corp Senior Vice President Lauren Y. Snyder received a grant of 674 shares of Common Stock on March 26, 2026 as a performance-based Restricted Stock Award under the 2023 plan. On the same date, 574 shares were withheld at $76.33 per share to cover tax obligations. After these entries and 70 additional shares from dividend reinvestment, she directly holds 16,596 CMS shares.

Rhea-AI Summary

CMS Energy Executive Vice President & COO Tonya L. Berry reported routine equity compensation activity involving CMS Energy common stock. She received a grant of 2,021 shares at no cost, tied to CMS exceeding performance criteria under a 2023 restricted stock award.

On the same date, 2,642 shares were withheld at a price of $76.33 per share to cover tax obligations, rather than sold on the open market. After these transactions and dividend-related adjustments, she directly holds 70,105 CMS shares.

Rhea-AI Summary

CMS Energy Executive Vice President & CLO Shaun M. Johnson reported routine equity compensation and related tax withholding in company stock. He received 3,284 shares of Common Stock at no cost as a performance-based Restricted Stock Award tied to 2023 criteria under the CMS Performance Incentive Stock Plan.

To cover tax obligations, 4,311 shares of Common Stock were disposed of through share withholding at $76.33 per share, a non-market transaction. Footnotes state his total holdings also reflect 458 additional shares from dividend reinvestment or equivalents under the same plan, resulting in 109,325 shares of Common Stock held directly after these updates.

Rhea-AI Summary

CMS Energy Senior Vice President Brandon J. Hofmeister received 2,863 shares of Common Stock as a performance-based restricted stock award on March 26, 2026, after CMS exceeded criteria set under a 2023 Restricted Stock Award. These shares were granted at $0.00 per share as equity compensation.

On the same date, 3,759 shares of Common Stock were disposed of at $76.33 per share solely to satisfy tax obligations related to equity awards, not as an open‑market sale. Following these transactions, he directly holds 70,111 shares and indirectly holds 3 shares in custodial accounts for children.

Rhea-AI Summary

CMS Energy EVP and CFO Rejji P. Hayes reported routine equity compensation activity. He received a grant of 6,316 shares of Common Stock at $0.00 per share after CMS exceeded performance criteria under a 2023 Restricted Stock Award. On the same date, 8,290 shares at $76.33 per share were withheld to cover tax liabilities tied to restricted stock awards, a non-market disposition rather than an open-market sale. Following these transactions and an adjustment of 784 shares from dividend reinvestment equivalents, he directly holds 268,535 CMS shares.

Rhea-AI Summary

CMS Energy Corp President and CEO Garrick J. Rochow reported compensation-related share activity in company stock. He acquired 19,681 shares of Common Stock on March 26, 2026 as a grant tied to CMS exceeding performance criteria under a 2023 Restricted Stock Award.

On the same date, 25,833 shares were disposed of at $76.33 per share to cover tax obligations, a non-market transaction. After these entries, he directly held 637,918 shares of CMS Common Stock, reflecting routine incentive plan activity rather than open-market buying or selling.

Rhea-AI Summary

CMS Energy Corp officer Scott B. McIntosh, VP, Controller and Chief Accounting Officer, reported an open-market sale of 1,750 shares of common stock at $78.205 per share. After this transaction, his directly owned stake stands at 24,223 common shares.

A footnote explains that the reported total holdings include an additional 123 shares acquired automatically through dividend reinvestment or equivalents tied to restricted stock awards under the CMS Performance Incentive Stock Plan.

Rhea-AI 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.

Rhea-AI Summary

CMS Energy Corp director Diane Leopold bought 2,000 shares of common stock in an open-market purchase. The transaction took place on February 25, 2026 at a price of $76.699 per share. After this purchase, she directly owns 2,769 CMS Energy shares.

Rhea-AI Summary

CMS Energy Corp director Diane Leopold reported an acquisition of company shares through an equity award. She received 769 shares of common stock at a price of $0.00 per share, increasing her directly owned stake to 769 shares. The award was granted under CMS Energy Corporation's Performance Incentive Stock Plan and is subject to vesting at the next annual meeting date.

Rhea-AI Summary

Keyes Richard Patrick reported acquisition or exercise transactions in this Form 4 filing.

CMS Energy Corporation director Richard Patrick Keyes reported an equity award of 769 shares of common stock. The shares were granted at a price of $0.00 per share under CMS Energy Corporation's Performance Incentive Stock Plan and are subject to vesting at the next annual meeting date. Following this grant, Keyes directly holds 769 shares of CMS Energy common stock.

Rhea-AI Summary

CMS Energy Corp director John G. Russell reported an open-market sale of 14,914 shares of common stock on February 20, 2026. The weighted average sale price was $75.755 per share, across multiple trades between $75.75 and $75.76. After this transaction, he directly owns 131,568 shares of CMS Energy common stock.

Rhea-AI Summary

CMS Energy Corporation officer reports a new stock grant. VP, Controller and Chief Accounting Officer Scott B. McIntosh received 5,008 shares of CMS Energy common stock on 01/29/2026 at a stated price of $0 per share as a restricted stock award.

The grant was made 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 of service and conditions. Following this award, McIntosh directly holds 25,850 shares of CMS Energy common stock.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

CMS Energy Corp reported an insider transaction by a Senior Vice President. On 11/03/2025, the officer sold a total of 4,000 shares, including 3,777 shares at $72.47 and 223 shares at $72.48.

The filing also notes an adjustment of 454 additional shares credited via dividend reinvestment or equivalents under restricted stock awards pursuant to the CMS Performance Incentive Stock Plan. Additionally, 1 share is held indirectly in a custodial account for a son.