CMSC / CMS Energy Corporation - Corporate Bond/Note - Insider Trading and Ownership Report - SEC Form 3, 4, 5

Insider Trading Chart

Insider Roster and Profitability Metrics

This table shows the list known insiders, and is generated automatically from filings disclosed to the SEC. In addition to the names, most recent title, and director, officer, or 10% owner designation, we provide the latest disclosed holdings. Additionally, when possible we provide the historical trade performance for the insider. The historical trade performance is a weighted average of the performance of actual open-market purchase transactions made by the insider. For more information on how this is calculated, watch this YouTube webinar.

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Track Records of Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in CMSC / CMS Energy Corporation - Corporate Bond/Note. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical .

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date	Insider	Reported Shares	Reported Price	Adjusted Shares	Adjusted Price	Cost Basis	Days to Max	Price at Max	Max Profit ($)	Max Return (%)
2016-11-09	HARVEY WILLIAM D	3,000	40.5919	3,000	40.5919	121,776	365	49.28	26,065	21.40
2016-03-08	Soto Myrna	1,000	40.7420	1,000	40.7420	40,742
2015-11-06	HARVEY WILLIAM D	3,000	34.1650	3,000	34.1650	102,495
2015-02-11	HARVEY WILLIAM D	2,000	35.7057	2,000	35.7057	71,411
2013-08-16	Wright Laura	3,000	26.8568	3,000	26.8568	80,570
2011-08-23	BARFIELD JON E	50	19.1200	50	19.1200	956
2009-12-21	BARFIELD JON E	100	15.7900	100	15.7900	1,579
2009-03-05	BARFIELD JON E	350	10.5200	350	10.5200	3,682

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

Track Records of Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in CMSC / CMS Energy Corporation - Corporate Bond/Note. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical .

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date	Insider	Reported Shares	Reported Price	Adjusted Shares	Adjusted Price	Cost Basis	Days to Min	Price at Min	Max Loss Avoided ($)	Max Loss Avoided (%)
2025-09-05	Snyder Lauren Y	2,220	71.2606	2,220	71.2606	158,199	3	70.7200	-1,200	-0.76
2025-08-08	Hofmeister Brandon J.	2,000	73.6230	2,000	73.6230	147,246
2025-05-06	Hofmeister Brandon J.	2,198	73.6079	2,198	73.6079	161,790
2025-03-03	Hofmeister Brandon J.	2,000	73.7700	2,000	73.7700	147,540
2025-02-19	Wright Laura	1,803	69.8450	1,803	69.8450	125,931
2025-02-19	Wright Laura	100	69.8410	100	69.8410	6,984
2025-02-19	Wright Laura	597	69.8400	597	69.8400	41,694
2025-02-13	McIntosh Scott B	6,700	69.7600	6,700	69.7600	467,392
2024-12-19	RUSSELL JOHN G	28,750	65.8500	28,750	65.8500	1,893,188

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

Transaction History

Click the link icon to see the full transaction history. Transactions reported as part of a 10b5-1 automatic trading plan will have an X in the column marked 10b-5.