Brian Rich

Track

Insider profile

Currently holds a position at CMS Energy Corp

Performance

Overall performance
2.5
Performance over holding periods
2.5
30 days 90 days 120 days
Average return -4% 8.2% 15.1%
Success rate 13% 68% 82%
Transactions
8 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Senior Vice President, Chief Information Officer CMS Energy Corp Jan. 1, 2017 -
Senior Vice President - Customer Experience, Chief Information Officer CMS Energy Corp July 1, 2016 - Jan. 1, 2017
Chief Information Officer, Vice President CMS Energy Corp July 1, 2014 - Dec. 31, 2014
Brian Rich's trades of CMS Energy Corp's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Proposed sale
Price
304.51
Quantity 95,350
Value US$130,358
Transaction date
Sale
Price
239.84
Quantity 77,365 +24.8%
Value US$3,747,930
Transaction date
Proposed sale
Price
464.31
Quantity 50,073
Value US$2,359,954
Transaction date
Sale
Price
61.10
Quantity 2,000 -2.0%
Value US$122,207
Transaction date
Sale
Price
54.90
Quantity 5,000 -5.4%
Value US$274,500
Transaction date
Proposed sale
Price
54.90
Quantity 5,000
Value US$274,518
Transaction date
Sale
Price
61.72
Quantity 4,000 -4.2%
Value US$246,880
Transaction date
Sale
Price
60.32
Quantity 3,500 -4.6%
Value US$211,120
Transaction date
Sale
Price
63.14
Quantity 3,500 -4.5%
Value US$220,990
Transaction date
Sale
Price
55.64
Quantity 7,500 -10.5%
Value US$417,325
Transaction date
Sale
Price
49.69
Quantity 4,000 -6.9%
Value US$198,748
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2024-08-01 2024-08-01
PrS Proposed sale
95,350
304.51
US$130,358 		95,350 304.51 US$130,358
2024-08-01 2024-08-01
S Sale
77,365 +24.8%
239.84
US$3,747,930 		77,365 +24.8% 239.84 US$3,747,930
2024-05-02 2024-05-02
PrS Proposed sale
50,073
464.31
US$2,359,954 		50,073 464.31 US$2,359,954
2024-05-02 2024-05-02
S Sale
2,000 -2.0%
61.10
US$122,207 		2,000 -2.0% 61.10 US$122,207
2023-11-09 2023-11-08
S Sale
5,000 -5.4%
54.90
US$274,500 		5,000 -5.4% 54.90 US$274,500
2023-11-08 2023-11-08
PrS Proposed sale
5,000
54.90
US$274,518 		5,000 54.90 US$274,518
2023-03-17 2023-03-16
S Sale
4,000 -4.2%
61.72
US$246,880 		4,000 -4.2% 61.72 US$246,880
2021-11-18 2021-11-17
S Sale
3,500 -4.6%
60.32
US$211,120 		3,500 -4.6% 60.32 US$211,120
2021-08-12 2021-08-11
S Sale
3,500 -4.5%
63.14
US$220,990 		3,500 -4.5% 63.14 US$220,990
2020-05-12 2020-05-12
S Sale
7,500 -10.5%
55.64
US$417,325 		7,500 -10.5% 55.64 US$417,325
2018-10-31 2018-10-30
S Sale
4,000 -6.9%
49.69
US$198,748 		4,000 -6.9% 49.69 US$198,748