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Insider Information:   Barfield Jon E
Relationship:   Director
City:   Bloomfield Hills
State:   MI
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   14,556    

Indirect Shares

  500      
Direct Value   $868,265    

Indirect Value

  $29,825      
Total Shares   15,056      
Total Value   $898,090      


CMS Energy Corp
 $868,265 CMS Energy Corp
 $868,265
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    5    

     Stock price went up :

    0   
    3    
     Stock price went down :
    0   
    2    
   
     Gain/Loss Ratio :
   0.0   
   1.5   
     Percentage Gain/Loss :
     0.0%
 9.0%
     
   
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 2024-06-07 14,556 2024-06-07 500    Premium*  
* Premium Members only  

Records found :    57         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
BMC BMC Software Inc Director   –       •      –    2010-09-09 4 S $38.66 $328,064 D/D (8,485) 13,590 0 -
CMS CMS Energy Corp   –       •      –    2016-08-26 4 S $42.97 $411,166 D/D (9,568) 23,256 0 -
BMC BMC Software Inc Director   •       •      –    2013-09-10 4 D $46.25 $857,198 D/D (18,534) 0 0 -
BMC BMC Software Inc Director   –       •      –    2009-11-20 4 OE $29.03 $870,900 D/D 30,000 44,182 0 -
BMC BMC Software Inc Director   –       •      –    2009-11-20 4 S $38.67 $1,160,160 D/D (30,000) 14,182 0 -
BMC BMC Software Inc Director   –       •      –    2007-12-07 4 OE $13.98 $3,400,650 D/D 190,000 195,697 0 -
BMC BMC Software Inc Director   –       •      –    2007-12-07 4 S $34.81 $6,613,824 D/D (190,000) 5,697 0 -

  57  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