Insider and congress filings

NiSource Inc (NI)

NYSE · Utilities · 378 insider transactions · 18 congress trades · last filed 2 months agoS&P 500

14
Open-market insider filings shown
1d
Median delay on the insider filings, in business days
within the two business day rule
0 buys·14 sells
Purchases and sales in the filings shown
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About NiSource Inc

from the company's filings and listing, as of Oct 21, 2026
Exchange
NYSE
Sector
Utilities
Industry
Regulated Gas
Chief executive
Lloyd Yates
Employees
7,703
Listed since
-
Market value
$20.5B
Price to earnings (12 mo)
22.5
Net income per share, as reported (12 mo)
$1.89
Dividend yield
2.76%

www.nisource.com

Earnings

6 reported quarters · next on Oct 28, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Aug 5, 2026$0.16$0.16$1.3B$1.1BEPS in lineRevenue beat
Q1 FY2026reported May 6, 2026$1.06$1.05$2.4B$2.5BEPS in line, GAAPRevenue miss
Q4 FY2025reported Feb 11, 2026$0.51$0.50$1.9B$1.4BEPS beatRevenue beat
Q3 FY2025reported Oct 29, 2025$0.19$0.20$1.3B$1.2BEPS miss, GAAPRevenue beat
Q2 FY2025reported Aug 6, 2025$0.22$0.21$1.3B$1.2BEPS beat, GAAPRevenue beat
Q1 FY2025reported May 7, 2025$0.98$0.90$2.2B$2.2BEPS beatRevenue in line

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$2.6B54,957,602+6.8%11.46%
Vanguard Capital Management LLC$1.5B31,351,094+0.7%6.54%
T. Rowe Price Investment Management, Inc.$1.4B29,835,011-40.1%6.22%
State Street Corp$1.3B27,622,784+1.9%5.77%
Vanguard Portfolio Management LLC$1.3B27,067,956+0.3%5.64%
Geode Capital Management, LLC$611.9M12,920,034+2.4%2.69%
Deutsche Bank AG$574.3M12,077,706+3.1%2.52%
FMR LLC$483.6M10,170,078+10.3%2.12%
Jennison Associates LLC$439.1M9,235,389+0.2%1.93%
Invesco Ltd.$370.4M7,790,1630.0%1.62%
Norges Bank$370.4M7,789,733New1.62%
JPMorgan Chase & Co.$335.3M6,963,215-18.7%1.45%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

Tracked fund managers holding NI

2 managers
ManagerValueSharesShare of book
Soroban Capital Partners$213.7M4,493,3530.4%
Zimmer Partners$203.4M4,277,2594.7%

2 of the 97 fund managers we track list NI shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.

Know when the next NI filing is reported.

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Open-market insider trades

14 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Melody BirminghamEVP & Grp President, UtilitiesSold37,509$42.40$1.6MAug 14, 2026filed Aug 18, 20262d
Melanie B. BermanEVP Administration & CHROSold15,000$47.68$715KMay 22, 2026filed May 27, 20262d
Lloyd M. YatesDirector and President & CEOSold19,905$47.73$950KMay 21, 2026filed May 26, 20262d
Melody BirminghamEVP & Grp President, UtilitiesSold2,500$47.43$119KMay 20, 2026filed May 21, 20261d
Melody BirminghamEVP & Grp President, UtilitiesSold10,000$47.19$472KMay 14, 2026filed May 21, 20265d
Gunnar GodeSVP Chief Accting&Tax OfficerSold2,175$46.00$100KFeb 18, 2026filed Feb 19, 20261d
Shawn AndersonEVP & CFOSold · scheduled12,500$45.01$563KFeb 13, 2026filed Feb 17, 20261d
Kimberly S. CucciaEVP, GC & Corporate SecretarySold8,000$43.13$345KNov 25, 2025filed Nov 26, 20251d
Shawn AndersonEVP & CFOSold · scheduled11,115$42.33$470KAug 28, 2025filed Sep 2, 20252d
Melanie B. BermanEVP Administration & CHROSold6,227$39.42$245KMay 30, 2025filed Jun 2, 20251d
Lloyd M. YatesDirector and President & CEOSold16,127$38.93$628KMay 16, 2025filed May 19, 20251d
Michael E. JesanisDirectorSold · scheduled6,178$37.81$234KMay 14, 2025filed May 15, 20251d
Michael E. JesanisDirectorSold · scheduled4,000$38.22$153KMay 13, 2025filed May 15, 20252d
Shawn AndersonEVP & CFOSold · scheduled12,900$40.79$526KMar 3, 2025filed Mar 4, 20251d

One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. Scheduled: set up in advance under a Rule 10b5-1 trading plan. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.

Other Form 4 activity (20)
InsiderEventSharesDate
Michael E. JesanisDirectorOther (see filing)30,190Jul 13, 2026
Peter AltabefDirectorStock award3,807May 11, 2026
Sondra L. BarbourDirectorStock award3,807May 11, 2026
Theodore H. Bunting Jr.DirectorStock award3,807May 11, 2026
Eric L. ButlerDirectorStock award3,807May 11, 2026
Deborah A. HenrettaDirectorStock award3,807May 11, 2026
Deborah HersmanDirectorStock award3,807May 11, 2026
Michael E. JesanisDirectorStock award3,807May 11, 2026
William D. JohnsonDirectorStock award3,807May 11, 2026
Kevin T. KabatDirectorStock award3,807May 11, 2026
John McAvoyDirectorStock award3,807May 11, 2026
Cassandra S. LeeDirectorStock award3,807May 11, 2026
Shawn AndersonEVP & CFOTax withholding28,175Feb 27, 2026
Shawn AndersonEVP & CFOStock award56,434Feb 27, 2026
Melanie B. BermanEVP Administration & CHROTax withholding14,839Feb 27, 2026
Melanie B. BermanEVP Administration & CHROStock award31,466Feb 27, 2026
Melody BirminghamEVP & Grp President, UtilitiesTax withholding34,535Feb 27, 2026
Melody BirminghamEVP & Grp President, UtilitiesStock award71,094Feb 27, 2026
Kimberly S. CucciaEVP, GC & Corporate SecretaryTax withholding15,202Feb 27, 2026
Kimberly S. CucciaEVP, GC & Corporate SecretaryStock award30,744Feb 27, 2026

Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.

Congress trades in NI

18 disclosures of 18 on record · median 34d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Ro KhannaStockPurchase$1,001 - $15,000+10.0%S&P 500 +21.8% · -11.8 pts vs S&P 500Jul 9, 2025Aug 7, 202529d
Jefferson ShreveStockSale$50,001 - $100,000+12.9%After the saleS&P 500 +30.4% · -17.4 pts vs S&P 500May 12, 2025Jun 22, 202541d
Dan NewhouseSpouseStockSale$1,001 - $15,000+12.4%After the saleS&P 500 +42.4% · -30.0 pts vs S&P 500Apr 11, 2025May 16, 202535d
Ro KhannaStockPurchase$1,001 - $15,000+50.3%S&P 500 +45.9% · +4.4 pts vs S&P 500May 13, 2024Jun 5, 202423d
Dan NewhouseSpouseStockPurchase$1,001 - $15,000+58.5%S&P 500 +47.8% · +10.7 pts vs S&P 500Apr 10, 2024Apr 25, 202415d
Lois FrankelStockSale$1,001 - $15,000+82.7%After the saleS&P 500 +94.5% · -11.8 pts vs S&P 500Mar 19, 2021Apr 23, 202135d
Ro KhannaStockSale$1,001 - $15,000+79.5%After the saleS&P 500 +186.7% · -107.2 pts vs S&P 500Apr 7, 2020May 13, 202036d
Ro KhannaStockPurchase$1,001 - $15,000+44.6%S&P 500 +126.8% · -82.1 pts vs S&P 500Feb 11, 2020Mar 9, 202027d
Ro KhannaStockPurchase$1,001 - $15,000+58.0%S&P 500 +135.8% · -77.9 pts vs S&P 500Jan 3, 2020Feb 10, 202038d
Ro KhannaStockPurchase$1,001 - $15,000+56.5%S&P 500 +134.4% · -77.9 pts vs S&P 500Jan 8, 2020Feb 10, 202033d
Lois FrankelStockPurchase$1,001 - $15,000+61.5%S&P 500 +141.6% · -80.1 pts vs S&P 500Dec 6, 2019Dec 20, 201914d
Ro KhannaStockSale$1,001 - $15,000+48.5%After the saleS&P 500 +153.3% · -104.7 pts vs S&P 500Sep 11, 2019Oct 16, 201935d
Ro KhannaStockPurchase$1,001 - $15,000+45.7%S&P 500 +159.9% · -114.2 pts vs S&P 500Aug 2, 2019Sep 11, 201940d
Ro KhannaStockSale$1,001 - $15,000+80.2%After the saleS&P 500 +191.7% · -111.5 pts vs S&P 500Apr 3, 2018May 10, 201837d
Ro KhannaStockPurchase$1,001 - $15,000+70.7%S&P 500 +182.7% · -112.1 pts vs S&P 500Jan 2, 2018Feb 11, 201840d
Ro KhannaStockPurchase$1,001 - $15,000+61.5%S&P 500 +188.9% · -127.4 pts vs S&P 500Dec 5, 2017Dec 12, 20177d
Lois FrankelStockPurchase$1,001 - $15,000+159.2%S&P 500 +291.7% · -132.5 pts vs S&P 500Aug 26, 2015Sep 25, 201530d
Lois FrankelStockSale$1,001 - $15,000+16.0%After the saleS&P 500 +294.3% · -278.3 pts vs S&P 500Aug 8, 2014Aug 25, 201417d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

Every Congress trade in NI, filterable by party, chamber, type and account.

Members of Congress reporting a position

5 members · estimate, as of Oct 20, 2026

5 members report a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Gary C. PetersDemocrat · Senate$1,001 - $15,0000.3%
Dan NewhouseRepublican · House$1,001 - $15,0001.3%
David TaylorRepublican · House$1,001 - $15,0000.3%
Gilbert Ray Cisneros, Jr.Democrat · House$1,001 - $15,000<0.1%
Robert BresnahanRepublican · House$1,001 - $15,0000.1%

Estimate, as of Oct 20, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.

Questions

Are insiders buying or selling NI?

Across the 14 most recent open-market filings shown here, 0 were purchases and 14 were sales. 5 were scheduled in advance under a Rule 10b5-1 plan.

Which members of Congress have traded NI?

Ro Khanna, Jefferson Shreve, Dan Newhouse and Lois Frankel disclosed NI transactions in the filings shown here.

Which members of Congress hold NI?

5 members of Congress report a position in NI in the estimate we hold as of Oct 20, 2026. The largest estimated positions, in the $1,001 - $15,000 band, include Gary C. Peters, Dan Newhouse and David Taylor. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.

Is NI in the S&P 500 or the Nasdaq 100?

NiSource Inc is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.

How quickly are NI trades disclosed?

Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 34 days, against the 45 the STOCK Act allows.

How to read a Form 4

A DECISION THE INSIDER MADE

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

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