Every SEC Form 3/4/5 on record for this filer (CIK 1876797) — 2 issuers, 33 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| CMS | CMS ENERGY CORP | VP, Controller, CAO | 2021-09-02 → 2026-03-30 | 24 | −$1M |
| CMS.B | CONSUMERS ENERGY CO | VP, Controller, CAO · lapsed | 2021-09-02 → 2021-09-02 | 1 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CMS | 2026-03-02 | Sell | 1,750 | $78.21 | $136,868 | 24,223 |
| CMS | 2025-02-13 | Sell | 6,700 | $69.76 | $467,392 | 21,643 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.