
Insider and congress filings
NiSource Inc (NI)
NYSE · Utilities · 378 insider transactions · 18 congress trades · last filed 2 months agoS&P 500
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%
Earnings
6 reported quarters · next on Oct 28, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 5, 2026 | $0.16 | $0.16 | $1.3B | $1.1B | EPS in lineRevenue beat |
| Q1 FY2026reported May 6, 2026 | $1.06 | $1.05 | $2.4B | $2.5B | EPS in line, GAAPRevenue miss |
| Q4 FY2025reported Feb 11, 2026 | $0.51 | $0.50 | $1.9B | $1.4B | EPS beatRevenue beat |
| Q3 FY2025reported Oct 29, 2025 | $0.19 | $0.20 | $1.3B | $1.2B | EPS miss, GAAPRevenue beat |
| Q2 FY2025reported Aug 6, 2025 | $0.22 | $0.21 | $1.3B | $1.2B | EPS beat, GAAPRevenue beat |
| Q1 FY2025reported May 7, 2025 | $0.98 | $0.90 | $2.2B | $2.2B | EPS 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| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $2.6B | 54,957,602 | +6.8% | 11.46% |
| Vanguard Capital Management LLC | $1.5B | 31,351,094 | +0.7% | 6.54% |
| T. Rowe Price Investment Management, Inc. | $1.4B | 29,835,011 | -40.1% | 6.22% |
| State Street Corp | $1.3B | 27,622,784 | +1.9% | 5.77% |
| Vanguard Portfolio Management LLC | $1.3B | 27,067,956 | +0.3% | 5.64% |
| Geode Capital Management, LLC | $611.9M | 12,920,034 | +2.4% | 2.69% |
| Deutsche Bank AG | $574.3M | 12,077,706 | +3.1% | 2.52% |
| FMR LLC | $483.6M | 10,170,078 | +10.3% | 2.12% |
| Jennison Associates LLC | $439.1M | 9,235,389 | +0.2% | 1.93% |
| Invesco Ltd. | $370.4M | 7,790,163 | 0.0% | 1.62% |
| Norges Bank | $370.4M | 7,789,733 | New | 1.62% |
| JPMorgan Chase & Co. | $335.3M | 6,963,215 | -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| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Soroban Capital Partners | $213.7M | 4,493,353 | 0.4% |
| Zimmer Partners | $203.4M | 4,277,259 | 4.7% |
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.
Open-market insider trades
14 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Melody BirminghamEVP & Grp President, Utilities | Sold | 37,509 | $42.40 | $1.6M | Aug 14, 2026filed Aug 18, 2026 | 2d |
| Melanie B. BermanEVP Administration & CHRO | Sold | 15,000 | $47.68 | $715K | May 22, 2026filed May 27, 2026 | 2d |
| Lloyd M. YatesDirector and President & CEO | Sold | 19,905 | $47.73 | $950K | May 21, 2026filed May 26, 2026 | 2d |
| Melody BirminghamEVP & Grp President, Utilities | Sold | 2,500 | $47.43 | $119K | May 20, 2026filed May 21, 2026 | 1d |
| Melody BirminghamEVP & Grp President, Utilities | Sold | 10,000 | $47.19 | $472K | May 14, 2026filed May 21, 2026 | 5d |
| Gunnar GodeSVP Chief Accting&Tax Officer | Sold | 2,175 | $46.00 | $100K | Feb 18, 2026filed Feb 19, 2026 | 1d |
| Shawn AndersonEVP & CFO | Sold · scheduled | 12,500 | $45.01 | $563K | Feb 13, 2026filed Feb 17, 2026 | 1d |
| Kimberly S. CucciaEVP, GC & Corporate Secretary | Sold | 8,000 | $43.13 | $345K | Nov 25, 2025filed Nov 26, 2025 | 1d |
| Shawn AndersonEVP & CFO | Sold · scheduled | 11,115 | $42.33 | $470K | Aug 28, 2025filed Sep 2, 2025 | 2d |
| Melanie B. BermanEVP Administration & CHRO | Sold | 6,227 | $39.42 | $245K | May 30, 2025filed Jun 2, 2025 | 1d |
| Lloyd M. YatesDirector and President & CEO | Sold | 16,127 | $38.93 | $628K | May 16, 2025filed May 19, 2025 | 1d |
| Michael E. JesanisDirector | Sold · scheduled | 6,178 | $37.81 | $234K | May 14, 2025filed May 15, 2025 | 1d |
| Michael E. JesanisDirector | Sold · scheduled | 4,000 | $38.22 | $153K | May 13, 2025filed May 15, 2025 | 2d |
| Shawn AndersonEVP & CFO | Sold · scheduled | 12,900 | $40.79 | $526K | Mar 3, 2025filed Mar 4, 2025 | 1d |
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)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Michael E. JesanisDirector | Other (see filing) | 30,190 | Jul 13, 2026 |
| Peter AltabefDirector | Stock award | 3,807 | May 11, 2026 |
| Sondra L. BarbourDirector | Stock award | 3,807 | May 11, 2026 |
| Theodore H. Bunting Jr.Director | Stock award | 3,807 | May 11, 2026 |
| Eric L. ButlerDirector | Stock award | 3,807 | May 11, 2026 |
| Deborah A. HenrettaDirector | Stock award | 3,807 | May 11, 2026 |
| Deborah HersmanDirector | Stock award | 3,807 | May 11, 2026 |
| Michael E. JesanisDirector | Stock award | 3,807 | May 11, 2026 |
| William D. JohnsonDirector | Stock award | 3,807 | May 11, 2026 |
| Kevin T. KabatDirector | Stock award | 3,807 | May 11, 2026 |
| John McAvoyDirector | Stock award | 3,807 | May 11, 2026 |
| Cassandra S. LeeDirector | Stock award | 3,807 | May 11, 2026 |
| Shawn AndersonEVP & CFO | Tax withholding | 28,175 | Feb 27, 2026 |
| Shawn AndersonEVP & CFO | Stock award | 56,434 | Feb 27, 2026 |
| Melanie B. BermanEVP Administration & CHRO | Tax withholding | 14,839 | Feb 27, 2026 |
| Melanie B. BermanEVP Administration & CHRO | Stock award | 31,466 | Feb 27, 2026 |
| Melody BirminghamEVP & Grp President, Utilities | Tax withholding | 34,535 | Feb 27, 2026 |
| Melody BirminghamEVP & Grp President, Utilities | Stock award | 71,094 | Feb 27, 2026 |
| Kimberly S. CucciaEVP, GC & Corporate Secretary | Tax withholding | 15,202 | Feb 27, 2026 |
| Kimberly S. CucciaEVP, GC & Corporate Secretary | Stock award | 30,744 | Feb 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 allowedSince 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.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +10.0%S&P 500 +21.8% · -11.8 pts vs S&P 500 | Jul 9, 2025 | Aug 7, 2025 | 29d |
| Jefferson Shreve | Stock | Sale | $50,001 - $100,000 | +12.9%After the saleS&P 500 +30.4% · -17.4 pts vs S&P 500 | May 12, 2025 | Jun 22, 2025 | 41d |
| Dan NewhouseSpouse | Stock | Sale | $1,001 - $15,000 | +12.4%After the saleS&P 500 +42.4% · -30.0 pts vs S&P 500 | Apr 11, 2025 | May 16, 2025 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +50.3%S&P 500 +45.9% · +4.4 pts vs S&P 500 | May 13, 2024 | Jun 5, 2024 | 23d |
| Dan NewhouseSpouse | Stock | Purchase | $1,001 - $15,000 | +58.5%S&P 500 +47.8% · +10.7 pts vs S&P 500 | Apr 10, 2024 | Apr 25, 2024 | 15d |
| Lois Frankel | Stock | Sale | $1,001 - $15,000 | +82.7%After the saleS&P 500 +94.5% · -11.8 pts vs S&P 500 | Mar 19, 2021 | Apr 23, 2021 | 35d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +79.5%After the saleS&P 500 +186.7% · -107.2 pts vs S&P 500 | Apr 7, 2020 | May 13, 2020 | 36d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +44.6%S&P 500 +126.8% · -82.1 pts vs S&P 500 | Feb 11, 2020 | Mar 9, 2020 | 27d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +58.0%S&P 500 +135.8% · -77.9 pts vs S&P 500 | Jan 3, 2020 | Feb 10, 2020 | 38d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +56.5%S&P 500 +134.4% · -77.9 pts vs S&P 500 | Jan 8, 2020 | Feb 10, 2020 | 33d |
| Lois Frankel | Stock | Purchase | $1,001 - $15,000 | +61.5%S&P 500 +141.6% · -80.1 pts vs S&P 500 | Dec 6, 2019 | Dec 20, 2019 | 14d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +48.5%After the saleS&P 500 +153.3% · -104.7 pts vs S&P 500 | Sep 11, 2019 | Oct 16, 2019 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +45.7%S&P 500 +159.9% · -114.2 pts vs S&P 500 | Aug 2, 2019 | Sep 11, 2019 | 40d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +80.2%After the saleS&P 500 +191.7% · -111.5 pts vs S&P 500 | Apr 3, 2018 | May 10, 2018 | 37d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +70.7%S&P 500 +182.7% · -112.1 pts vs S&P 500 | Jan 2, 2018 | Feb 11, 2018 | 40d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +61.5%S&P 500 +188.9% · -127.4 pts vs S&P 500 | Dec 5, 2017 | Dec 12, 2017 | 7d |
| Lois Frankel | Stock | Purchase | $1,001 - $15,000 | +159.2%S&P 500 +291.7% · -132.5 pts vs S&P 500 | Aug 26, 2015 | Sep 25, 2015 | 30d |
| Lois Frankel | Stock | Sale | $1,001 - $15,000 | +16.0%After the saleS&P 500 +294.3% · -278.3 pts vs S&P 500 | Aug 8, 2014 | Aug 25, 2014 | 17d |
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.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
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, 20265 members report a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gary C. Peters | Democrat · Senate | $1,001 - $15,000 | 0.3% |
| Dan Newhouse | Republican · House | $1,001 - $15,000 | 1.3% |
| David Taylor | Republican · House | $1,001 - $15,000 | 0.3% |
| Gilbert Ray Cisneros, Jr. | Democrat · House | $1,001 - $15,000 | <0.1% |
| Robert Bresnahan | Republican · House | $1,001 - $15,000 | 0.1% |
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
COMPENSATION PLUMBING
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.
