Wells LeeRoy Jr — SEC Form 4 filings
SEC reporting owner CIK 1834917. 6 Form 4 filings on record with FilingPulse; latest filed 2025-03-25.
Transaction summary — filings shown
Covers all 6 filings on record, filed 2024-01-23 to 2025-03-25. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 10.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| CMS ENERGY CORP (CMS) | Senior Vice President | 6 | — | — | 10 |
Form 4 filings — Wells LeeRoy Jr
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2025-03-25 | 4 | CMS ENERGY CORP (CMS) | Grant/award (A): 3,493 @ $0 · Tax withholding (F): 3,623 @ $73.50 | EDGAR |
| 2025-02-03 | 4 | CMS ENERGY CORP (CMS) | Grant/award (A): 16,464 @ $0 | EDGAR |
| 2025-01-31 | 4 | CMS ENERGY CORP (CMS) | Grant/award (A): 250 @ $0 · Tax withholding (F): 2,369 @ $65.77 | EDGAR |
| 2024-03-26 | 4 | CMS ENERGY CORP (CMS) | Grant/award (A): 2,838 @ $0 · Tax withholding (F): 1,841 @ $58.97 | EDGAR |
| 2024-01-26 | 4 | CMS ENERGY CORP (CMS) | Grant/award (A): 18,155 @ $0 | EDGAR |
| 2024-01-23 | 4 | CMS ENERGY CORP (CMS) | Disposition to issuer (D): 1,011 @ $0 · Tax withholding (F): 1,468 @ $56.44 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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