Yates Lloyd M 4
4 · NISOURCE INC. · Filed May 26, 2026
Research Summary
AI-generated summary of this filing
NiSource (NI) CEO Lloyd M. Yates Sells 19,905 Shares
What Happened Lloyd M. Yates, President & CEO and a director of NiSource Inc. (NI), sold 19,905 shares in open-market transactions on May 21, 2026. The reported weighted-average price was $47.73, with total proceeds of approximately $950,066. This was a sale (liquidity event), not a purchase.
Key Details
- Transaction date: 2026-05-21; filing date: 2026-05-26 (Form 4 accession 0001111711-26-000073).
- Price: reported weighted-average $47.73; per-footnote prices ranged $47.730–$47.745.
- Shares sold: 19,905; total proceeds ≈ $950,066.
- Footnote F1: weighted-average price; multiple trades in the stated price range; reporting person will provide per-trade breakdown on request.
- Footnotes F2/F3: relate to how certain holdings were counted (RSU dividend equivalents and Employee Stock Purchase Plan shares) — these describe components of reported holdings, not the sale itself.
- Shares owned after the transaction are not specified in the summary provided.
- No 10b5-1 trading plan or other trading-plan disclosure is indicated in the provided details.
Context Insider sales are common for liquidity or tax purposes and do not, by themselves, indicate a change in company fundamentals. Retail investors often look for patterns (frequent insider buying is more indicative of bullish insider sentiment). Consider this sale alongside other insider filings and NiSource’s financial and operational updates before drawing conclusions.
Insider Transaction Report
- Sale
Common Stock
[F1][F2][F3]2026-05-21$47.73/sh−19,905$950,066→ 519,556.732 total
Footnotes (3)
- [F1]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.730 to $47.745, inclusive. The reporting person undertakes to provide to NiSource Inc., any security holder of NiSource Inc., 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 range set forth in this footnote.
- [F2]This amount includes RSUs received pursuant to the dividend equivalent provisions of his director RSU awards from 2020 and 2021, and which are subject to the same vesting conditions as the underlying RSUs.
- [F3]Includes shares acquired through the NiSource Inc. Employee Stock Purchase Plan.