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Insider Report: DTE CFO Adds 7,422 Shares via Employee Plan

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

DTE Energy Vice Chairman & CFO reported an acquisition of company common stock under the employee savings plan. On 09/08/2025 the reporting person acquired 7,422 shares of DTE common stock at a reported price of $0, reflecting shares received through the DTE Energy Company Savings and Stock Ownership Plan as of a plan statement dated September 8, 2025. Following the transaction, the reporting person directly beneficially owns 88,846 shares and has indirect holdings of 1,875 shares in a family trust and 6,441.54 shares in a 401(k). The Form 4 was signed by an attorney-in-fact on 09/09/2025.

Positive

  • Acquisition recorded under company plan: 7,422 shares acquired through the DTE Energy Company Savings and Stock Ownership Plan.
  • Clear post-transaction holdings: Direct beneficial ownership of 88,846 shares and indirect holdings of 1,875 (family trust) and 6,441.54 (401K).
  • Officer-level disclosure: Reporting person identified as Vice Chairman & CFO, satisfying Section 16 disclosure requirements.

Negative

  • None.

Insights

TL;DR: Insider increased holdings through a company savings plan; transaction appears routine and not market-moving.

The Form 4 shows a non-cash acquisition of 7,422 DTE shares under the company savings and stock ownership plan. The reporting person is identified as Vice Chairman & CFO, which confirms the trade was an internal plan allocation rather than an open-market purchase. Total direct and indirect beneficial ownership after the transaction is documented. No derivative transactions or dispositions are reported. Based on the disclosed facts, this is a standard employee plan acquisition with no additional material disclosures in the filing.

TL;DR: Filing documents routine plan-based share acquisition by a senior officer; governance disclosure requirements met.

The filing provides required Section 16 reporting for an officer-level insider, listing relationship, addresses, and exact holdings. The explanation clarifies the shares derive from the DTE savings plan as of the plan statement dated September 8, 2025. The Form 4 includes signature by an attorney-in-fact dated 09/09/2025. There are no amendments, derivative transactions, or compensatory option grants disclosed in this form, indicating compliance with reporting protocols.

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*
Ruud David

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

(Street)
DETROIT MI 48226

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
DTE ENERGY CO [ DTE ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Vice Chairman & CFO
3. Date of Earliest Transaction (Month/Day/Year)
09/08/2025
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 09/08/2025 A 7,422 A $0 88,846 D
Common Stock 1,875 I Family Trust
Common Stock 6,441.54(1) I 401K
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. Includes shares of DTE common stock acquired under the DTE Energy Company Savings and Stock Ownership Plan (the "Plan") as of a Plan statement dated as of September 8, 2025.
Remarks:
/s/Todd A. Richards, Attorney-in-Fact 09/09/2025
** 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 did the DTE insider file on Form 4 (DTE)?

The filing reports an acquisition of 7,422 shares of DTE common stock under the company savings plan on 09/08/2025.

How many DTE shares does the reporting person own after the transaction?

After the reported transaction the reporting person directly owns 88,846 shares and indirectly holds 1,875 shares (family trust) and 6,441.54 shares (401K).

What was the purchase price reported for the acquired DTE shares?

The transaction is reported with a price of $0, reflecting shares received under the company savings and stock ownership plan.

Who signed the Form 4 for the DTE reporting person?

The Form 4 was signed by Todd A. Richards, Attorney-in-Fact on 09/09/2025.

What is the relationship of the reporting person to DTE?

The reporting person is listed as Vice Chairman & CFO and is an officer of DTE Energy Company.
Dte Energy Co

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Utilities - Regulated Electric
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United States
DETROIT