Insider · CIK 0001311411

Yates Lloyd M

Reports to the SEC for 6 companies · NEW YORK, NY

sec.gov

Transactions

Companies

Filings

CIK

0001311411

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-08-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanA Award	Director	AAward	+223.73 sh	$188.44	+$42.2K	12,679.57
2026-08-14	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanJ Other	Director	JOther	+64.85 sh	$189.15	+$12.3K	12,455.84
2026-07-23	MRSHMARSH & MCLENNAN COMPANIES, INC.S Sale	Director	SSale	−12K sh	$175.65	−$2.11M	12,000.75
2026-06-01	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanA Award	Director	AAward	+1,349.82 sh	$159.28	+$215K	12,390.99
2026-05-21	NINISOURCE INC.S Sale	Director, Director and President & CEO	SSale	−19.9K sh	$47.73	−$950K	519,556.732
2026-05-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanA Award	Director	AAward	+225.72 sh	$160.60	+$36.3K	10,980.9
2026-05-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanJ Other	Director	JOther	+60.27 sh	$160.60	+$9,679.362	11,041.17
2026-02-27	NINISOURCE INC.A Award	Director, Director and President & CEO	AAward	+276K sh	$47.30	+$13.1M	672,010.483
2026-02-27	NINISOURCE INC.F Tax Payment	Director, Director and President & CEO	FTax Payment	−117K sh	$47.30	−$5.55M	554,725.483
2026-02-27	NINISOURCE INC.F Tax Payment	Director, Director and President & CEO	FTax Payment	−15.4K sh	$47.30	−$730K	539,292.483
2026-02-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanA Award	Director	AAward	+208.92 sh	$173.51	+$36.2K	10,755.18
2026-02-13	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanJ Other	Director	JOther	+54.59 sh	$172.98	+$9,442.978	10,546.26
2026-01-22	NINISOURCE INC.A Award	Director, Director and President & CEO	AAward	+43.7K sh	$43.52	+$1.9M	395,949.938
2025-11-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanA Award	Director	AAward	+197.78 sh	$183.28	+$36.2K	10,491.67
2025-11-14	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanJ Other	Director	JOther	+50.26 sh	$183.44	+$9,219.443	10,293.89
2025-08-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanA Award	Director	AAward	+174.23 sh	$208.06	+$36.2K	10,200.26
2025-08-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanJ Other	Director	JOther	+43.37 sh	$208.06	+$9,023.345	10,243.63
2025-06-01	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanA Award	Director	AAward	+929.65 sh	$231.27	+$215K	10,026.03
2025-05-16	NINISOURCE INC.S Sale	Director, Director and President & CEO	SSale	−16.1K sh	$38.93	−$628K	351,747.845
2025-05-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanA Award	Director	AAward	+180.01 sh	$222.22	+$40K	9,063.8
2025-05-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanJ Other	Director	JOther	+32.58 sh	$222.22	+$7,239.765	9,096.38
2025-02-28	NINISOURCE INC.A Award	Director, Director and President & CEO	AAward	+234K sh	$40.81	+$9.54M	476,608.699
2025-02-28	NINISOURCE INC.F Tax Payment	Director, Director and President & CEO	FTax Payment	−96.2K sh	$40.81	−$3.92M	380,444.699
2025-02-28	NINISOURCE INC.F Tax Payment	Director, Director and President & CEO	FTax Payment	−12.7K sh	$40.81	−$516K	367,791.699
2025-02-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanA Award	Director	AAward	+173.69 sh	$230.29	+$40K	8,883.79
2025-02-14	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanJ Other	Director	JOther	+30.72 sh	$230.28	+$7,074.048	8,710.1
2025-01-23	NINISOURCE INC.A Award	Director, Director and President & CEO	AAward	+47.9K sh	$37.60	+$1.8M	242,815.886
2024-11-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanA Award	Director	AAward	+178.88 sh	$223.62	+$40K	8,648.51
2024-11-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanJ Other	Director	JOther	+30.87 sh	$223.62	+$6,902.995	8,679.38
2024-08-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanA Award	Director	AAward	+182.44 sh	$219.25	+$40K	8,438.94
2024-08-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanJ Other	Director	JOther	+30.69 sh	$219.25	+$6,728.783	8,469.63
2024-06-01	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanA Award	Director	AAward	+970.61 sh	$206.06	+$200K	8,256.5
2024-05-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanA Award	Director	AAward	+195.17 sh	$204.95	+$40K	7,261.41
2024-05-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanJ Other	Director	JOther	+24.48 sh	$204.95	+$5,017.176	7,285.89
2024-02-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanA Award	Director	AAward	+203.14 sh	$196.91	+$40K	7,041.58
2024-02-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanJ Other	Director	JOther	+24.66 sh	$196.91	+$4,855.677	7,066.24
2024-01-25	NINISOURCE INC.A Award	Director, Director and President & CEO	AAward	+62.6K sh	$25.56	+$1.6M	194,018.401
2023-11-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanA Award	Director	AAward	+200.56 sh	$199.44	+$40K	6,814.89
2023-11-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanJ Other	Director	JOther	+23.55 sh	$199.44	+$4,696.812	6,838.44
2023-08-23	NINISOURCE INC.P Purchase	Director, Director and President & CEO	PPurchase	+40K sh	$26.44	+$1.06M	131,242.475
2023-08-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanA Award	Director	AAward	+208.15 sh	$192.17	+$40K	6,590.75
2023-08-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanJ Other	Director	JOther	+23.58 sh	$192.17	+$4,531.369	6,614.33
2023-06-01	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanA Award	Director	AAward	+1,157.61 sh	$172.77	+$200K	6,382.6
2023-05-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanA Award	Director	AAward	+207.6 sh	$180.64	+$37.5K	5,208.66
2023-05-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanJ Other	Director	JOther	+16.33 sh	$180.64	+$2,949.851	5,224.99
2023-02-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanA Award	Director	AAward	+219.48 sh	$170.86	+$37.5K	4,984.61
2023-02-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanJ Other	Director	JOther	+16.45 sh	$170.86	+$2,810.647	5,001.06
2023-01-26	NINISOURCE INC.A Award	Director, Director and President & CEO	AAward	+36.3K sh	$27.54	+$1M	90,855.28
2022-11-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanA Award	Director	AAward	+224.98 sh	$166.68	+$37.5K	4,749.12
2022-11-15	MRSHMARSH & MCLENNAN COMPANIES, INC. · Restricted Stk. Units-Dir. Stk. PlanJ Other	Director	JOther	+16.01 sh	$166.68	+$2,668.547	4,765.13

Recent filings

Accepted (ET)
Aug 184
Yates Lloyd M0000062709-26-000221
SEC(opens sec.gov)
Jul 244
Yates Lloyd M0000062709-26-000198
SEC(opens sec.gov)
Jun 34
Yates Lloyd M0000062709-26-000158
SEC(opens sec.gov)
May 264
Yates Lloyd M0001111711-26-000073
SEC(opens sec.gov)
May 184
Yates Lloyd M0000062709-26-000121
SEC(opens sec.gov)
Mar 34
Yates Lloyd M0001111711-26-000037
SEC(opens sec.gov)
Feb 184
Yates Lloyd M0000062709-26-000026
SEC(opens sec.gov)
Jan 234
Yates Lloyd M0001111711-26-000017
SEC(opens sec.gov)
Nov 184
Yates Lloyd M0000062709-25-000137
SEC(opens sec.gov)
Aug 184
Yates Lloyd M0000062709-25-000102
SEC(opens sec.gov)
Jun 34
Yates Lloyd M0001127602-25-016436
SEC(opens sec.gov)
May 194
Yates Lloyd M0001127602-25-014916
SEC(opens sec.gov)
May 154
Yates Lloyd M0001127602-25-014435
SEC(opens sec.gov)

Companies

Address

C/O MARSH & MCLENNAN COMPANIES, INC. 1166 AVENUE OF THE AMERICAS

NEW YORK, NY, 10036