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Insider Information:   Barfield Jon E
Relationship:   Director
City:   Bloomfield Hills
State:   MI
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   16,892    

Indirect Shares

  500      
Direct Value   $1,063,014    

Indirect Value

  $31,465      
Total Shares   17,392      
Total Value   $1,094,479      


CMS Energy Corp
 $1,063,014 CMS Energy Corp
 $1,063,014
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    4    

     Stock price went up :

    0   
    3    
     Stock price went down :
    0   
    1    
   
     Gain/Loss Ratio :
   0.0   
   3.0   
     Percentage Gain/Loss :
     0.0%
 10.4%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            BMC Software Inc BMC Director 2013-09-10 0 2003-11-24 0    Premium*  
            CMS Energy Corp CMS Director 2024-05-03 16,892 2024-05-03 500    Premium*  
* Premium Members only  

Records found :    56         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
CMS CMS Energy Corp Director   –       •      –    2021-08-23 4 S $64.08 $264,010 D/D (4,120) 12,477 0 %
CMS CMS Energy Corp Director   –       •      –    2022-05-06 4 A $0.00 $0 D/D 2,362 14,887 0 -
CMS CMS Energy Corp Director   –       •      –    2022-06-09 4 S $69.44 $87,976 D/D (1,267) 13,620 0 %
CMS CMS Energy Corp Director   –       •      –    2023-05-05 4 A $0.00 $0 D/D 2,582 16,284 0 -
CMS CMS Energy Corp Director   –       •      –    2023-08-15 4 S $56.06 $131,461 D/D (2,345) 13,982 0 %
CMS CMS Energy Corp Director   –       •      –    2024-05-03 4 A $0.00 $0 D/D 2,843 16,892 0 -

  56  Records found
  1   2   3     
  Page 3 of 3  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed