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FORM 5
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/ / Check box if no UNITED STATES SECURITIES AND EXCHANGE COMMISSION
longer subject to WASHINGTON, DC 20549
Section 16. Form
4 or Form 5 ANNUAL STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP
obligations may
continue. See Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934, Section 17(a) of the Public Utility
Instruction 1(b) Holding Company Act of 1935 or Section 30(f) of the Investment Company Act of 1940
/ / Form 3 Holdings
Reported
/ / Form 4 Transactions
Reported
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1. Name and Address of Reporting Person 2. Issuer Name and Ticker or Trading Symbol 6. Relationship of Reporting Person to
Issuer (Check all applicable)
Director 10% Owner
---- ---
X Officer (give Other (Specify
---- title --- below)
below)
Beale Susan M DTE Energy Company (DTE) VICE PRESIDENT AND CORPORATE SECRETARY
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(Last) (First) (Middle) 3. IRS Identification 4. Statement for 7. Individual or Joint/Group Filing
Number of Reporting Month/Year (Check applicable line)
Person, if an Entity X Form filed by One Reporting
DTE ENERGY COMPANY (Voluntary) ---- Person
2000 2ND AVENUE 12/2001 Form Filed by More Than One
------------------------------------------- ------------------- ---- Reporting Person
(Street) 5. If Amendment,
DETROIT MI 48226-1279 Date of Original
------------------------------------------- (Month/Year)
(City) (State) (Zip)
USA
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TABLE I -- NON-DERIVATIVE SECURITIES ACQUIRED, DISPOSED OF, OR BENEFICIALLY OWNED
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1. Title of Security 2. Trans- 3. Transac- 4. Securities Acquired (A) 5. Amount of Se- 6. Owner- 7. Nature
(Instr. 3) action tion or Disposed of (D) curities Benefi- ship of In-
Date Code (Instr. 3, 4 and 5) cially Owned at Form: direct
(Instr. 8) End of Issuer's Direct Benefi-
(Month/ Fiscal Year (D) or cial
Day/ ---------------------------- (Instr. 3 and 4) Indirect Owner-
Year) Amount (A) or (D) Price (I) ship
(Instr. 4) (Instr.
4)
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Common Stock 2/23/2001 D(1) 1,300.00(1) D(1) N.A. D
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Common Stock 2/23/2001 F 245.00 D $36.254 D
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Common Stock 3/14/2001 A 1,500.00 A $38.7650 D
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Common Stock 7/29/2001 G 200.00 D N.A. 6,503.867 D
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In 401(k)
Common Stock (2) A (2) (2) (2) 4323.963 I Plan
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(1) Shares forfeited under the terms of a performance incentive plan.
(2) Shares held through the Detroit Edison Savings and Investment Plan of which 369.646 were acquired during
2001 as reported on a plan statement dated as of December 31, 2001.
FORM 5 (CONTINUED) TABLE II -- DERIVATIVE SECURITIES ACQUIRED, DISPOSED OF, OR BENEFICIALLY OWNED
(E.G., PUTS, CALLS, WARRANTS, OPTIONS, CONVERTIBLE SECURITIES)
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1. Title of Derivative 2. Conver- 3. Trans- 4. Trans- 5. Number of 6. Date Exer- 7. Title and Amount 8. Price
Security sion or action action Derivative cisable and of Underlying of
(Instr. 3) Exercise Date Code Securities Ac- Expiration Securities Deriv-
Price of (Month/ (Instr. 8) quired (A) or Date (Instr. 3 and 4) ative
Deriv- Day/ Disposed of (D) (Month/Day/ Secur-
ative Year) (Instr. 3, 4, Year) ity
Security and 5) (Instr. 5)
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Date Expira- Amount or
--------------- Exer- tion Title Number of
(A) (D) cisable Date Shares
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Employee Stock Option Common
(right to buy) $28.50 (1) 3/11/2007 Stock
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Common
Phantom Stock N.A. (2) A (2) (2) Stock (2)
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Employee Stock Option Common
(right to buy) $38.60 (3) 3/22/2008 Stock
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Employee Stock Option Common
(right to buy) $41.47 (4) 3/23/2009 Stock
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Employee Stock Option Common
(right to buy) $32.10 (5) 2/21/2010 Stock
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Employee Stock Option Common
(right to buy) $38.77 3/14/2001 A 8,000.00 (6) 3/13/2011 Stock 8,000.00
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9. Number of 10. Ownership 11. Nature of
Derivative of Derivative Indirect
Securities Security: Beneficial
Beneficially Direct (D) Ownership
Owned at End or Indirect (I) (Instr. 4)
of Year (Instr. 4)
(Instr. 4)
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7,000.00 D
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175.823 D
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5,000.00 D
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5,000.00 D
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15,000.00 D
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8,000.00 D
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Explanation of Responses:
1. The option vests in four equal annual installments beginning on March 13, 1998.
2. The phantom stock was acquired pursuant to the reporting person's participation under the employer's
Savings Reparation Plan and are payable in cash or over a period of years upon the termination of the
reporting person's employment. Includes 73.880 shares acquired during 2001 under the Plan.
3. The stock option vests in four equal annual installments beginning on March 23, 1999.
4. The option vests in four equal installments on March 24, 2000.
5. The option vests in four annual installments as follows: 50% on February 22, 2001; 20% on February 22,
2002; 20% on February 24, 2003 and 10% on February 24, 2004.
6. The option vests in three annual installments as follows: 50% on March 14, 2002; 25% on March 14, 2003;
and 25% on March 15, 2004.
/s/ Susan M. Beale 2/14/02
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**Signature of Reporting Person Date
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations.
See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this form, one of which must be manually signed. Page 2
If space provided is insufficient, see Instruction 6 for procedure.