Key facts
- This page summarizes Jon E. Barfield's Form 4 filing for CMS ENERGY CORP (CMS).
- 1 reported transaction and 0 derivative rows are listed below.
- Accepted by SEC: 16 Aug 2023, 08:53.
Jon E. Barfield - 15 Aug 2023 Form 4 Insider Report for CMS ENERGY CORP (CMS)
- Reporting relationship
- Director
- Issuer ticker
- CMS
- Reported as of
- 15 Aug 2023
- Net transaction value
- -$131,461
- SEC form
- 4
- Accepted by SEC
- 16 Aug 2023, 08:53:00 UTC
- Prior SEC filing
- 08 May 2023
- Next SEC filing
- 06 May 2024
- Source filing
- View source filing
- Reporting owner signature
- Rhonda M. Morris, Attny-in-fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Filing notes and source
Key filing fact
Jon E. Barfield filed Form 4 for CMS ENERGY CORP (CMS) on 16 Aug 2023.
Change
- Previous filing in this sequence was filed on 08 May 2023.
- Current net transaction value: -$131,461.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
CMS
transaction
Common Stock
Sale
- Transaction value
- $131,461
- Shares
- -2,345
- Change %
- -14%
- Price
- $56.06
- Shares after
- 13,982
- Date
- 15 Aug 2023
- Ownership
- Direct
- Footnotes
- F1, F2
CMS
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 500
- Date
- 15 Aug 2023
- Ownership
- By Spouse
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
The total holdings reflect an adjustment of 43 additional shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of dividend reinvestment pursuant to the reporting person's participation in the CMS Stock Purchase Plan.
Footnote F2
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.02 to $56.11, inclusive. The reporting person undertakes to provide to CMS Energy Corporation ("CMS"), any security holder of CMS, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (1) to this Form 4.