Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NISOURCE INC.NI · Entity 3270 | EVP Administration & CHRO | May 22, 2026 | May 27, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
NISOURCE INC.
Report date May 22, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,989.9347 |
Reported balance
After 2026-05-22 transaction · row 1
1 source rowRow 1 · 2026-05-22 · Sale · Disposed 15,000 · Balance 35,989.9347 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.670 to $47.713, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.670 to $47.713, 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.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 22, 2026 Filed May 27, 2026 20:07 UTC | NISOURCE INC. NI · Entity 3270 | SaleCommon Stock | 15,000 | $47.68 | $715,200.00 |
DisclosureSEC source: 0001111711-26-000074 · form4.xml · nonDerivative · entry 1 Berman Melanie B. · CIK 0001933743 · EVP Administration & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,989.9347 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.670 to $47.713, 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. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:54 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 3,166 | $47.30 | $149,751.80 |
DisclosureSEC source: 0001111711-26-000031 · form4.xml · nonDerivative · entry 3 Berman Melanie B. · CIK 0001933743 · EVP Administration & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,989.9347 F3 · shares: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the vesting of the 2023 Restricted Stock Unit award. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:54 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 11,673 | $47.30 | $552,132.90 |
DisclosureSEC source: 0001111711-26-000031 · form4.xml · nonDerivative · entry 2 Berman Melanie B. · CIK 0001933743 · EVP Administration & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,155.9347 F2 · shares: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the vesting of the performance stock units above. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:54 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 31,466 | $47.30 | $1,488,341.80 |
DisclosureSEC source: 0001111711-26-000031 · form4.xml · nonDerivative · entry 1 Berman Melanie B. · CIK 0001933743 · EVP Administration & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,828.9347 F1 · shares: Vesting of non-derivative performance stock units granted in 2023, which are exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to rule 16b-3(d). Read SEC document |
| January 21, 2026 Filed Jan 23, 2026 21:18 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 5,481 | $43.79 | $240,012.99 |
DisclosureSEC source: 0001111711-26-000011 · form4.xml · nonDerivative · entry 1 Berman Melanie B. · CIK 0001933743 · EVP Administration & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,362.9347 F1 · shares: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Company's common stock pursuant to the NiSource Inc. 2020 Omnibus Incentive Plan. Subject to certain forfeiture conditions, the RSUs will 100% vest on February 28, 2029, provided that the reporting person is continuously employed by the Company through and including that date. Read SEC document |
| May 30, 2025 Filed Jun 2, 2025 20:15 UTC | NISOURCE INC. NI · Entity 3270 | SaleCommon Stock | 6,227 | $39.43 | $245,499.48 |
DisclosureSEC source: 0001111711-25-000024 · form4.xml · nonDerivative · entry 1 Berman Melanie B. · CIK 0001933743 · EVP Administration & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,881.9347 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:01 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 1,389 | $40.81 | $56,685.09 |
DisclosureSEC source: 0001127602-25-007950 · form4.xml · nonDerivative · entry 3 Berman Melanie B. · CIK 0001933743 · EVP Administration & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,108.9347 F3 · shares: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the vesting of the 2022 Restricted Stock Unit award. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:01 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 3,978 | $40.81 | $162,342.18 |
DisclosureSEC source: 0001127602-25-007950 · form4.xml · nonDerivative · entry 2 Berman Melanie B. · CIK 0001933743 · EVP Administration & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,497.9347 F2 · shares: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the vesting of the performance stock units above. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:01 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 14,542 | $40.81 | $593,459.02 |
DisclosureSEC source: 0001127602-25-007950 · form4.xml · nonDerivative · entry 1 Berman Melanie B. · CIK 0001933743 · EVP Administration & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,475.9347 F1 · shares: Vesting of non-derivative performance stock units granted in 2022, which are exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to rule 16b-3(d). Read SEC document |
| January 22, 2025 Filed Jan 24, 2025 21:12 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 5,956 | $37.78 | $225,017.68 |
DisclosureSEC source: 0001127602-25-001963 · form4.xml · nonDerivative · entry 1 Berman Melanie B. · CIK 0001933743 · CHRO & SVP Administration 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,933.9347 F1 · shares: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Company's common stock pursuant to the NiSource Inc. 2020 Omnibus Incentive Plan. Subject to certain forfeiture conditions, the RSUs will 100% vest on February 29, 2028, provided that the reporting person is continuously employed by the Company through and including that date. Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 20:16 UTC | NISOURCE INC. NI · Entity 3270 | SaleCommon Stock | 3,742 | $27.96 | $104,637.55 |
DisclosureSEC source: 0001127602-24-017278 · form4.xml · nonDerivative · entry 1 Berman Melanie B. · CIK 0001933743 · CHRO & SVP Administration 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,977.9347 Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 21:12 UTC | NISOURCE INC. NI · Entity 3270 | SaleCommon Stock | 11,141 | $26.66 | $296,963.36 |
DisclosureSEC source: 0001127602-24-009008 · form4.xml · nonDerivative · entry 1 Berman Melanie B. · CIK 0001933743 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,719.9347 Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:19 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 1,284 | $25.85 | $33,191.40 |
DisclosureSEC source: 0001127602-24-007862 · form4.xml · nonDerivative · entry 5 Berman Melanie B. · CIK 0001933743 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,860.9347 F5 · shares: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the vesting of the 2021 Restricted Stock Unit award. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:19 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 839 | $25.85 | $21,688.15 |
DisclosureSEC source: 0001127602-24-007862 · form4.xml · nonDerivative · entry 4 Berman Melanie B. · CIK 0001933743 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,144.9347 F4 · shares: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the vesting of the special performance stock units above. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:19 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 4,663 | $25.85 | $120,538.55 |
DisclosureSEC source: 0001127602-24-007862 · form4.xml · nonDerivative · entry 3 Berman Melanie B. · CIK 0001933743 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,983.9347 F3 · shares: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the vesting of the performance stock units above. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:19 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 2,762 | $25.85 | $71,397.70 |
DisclosureSEC source: 0001127602-24-007862 · form4.xml · nonDerivative · entry 2 Berman Melanie B. · CIK 0001933743 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,646.9347 F2 · shares: Vesting of non-derivative special performance stock units granted in 2021, which are exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to rule 16b-3(d). Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:19 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 15,361 | $25.85 | $397,081.85 |
DisclosureSEC source: 0001127602-24-007862 · form4.xml · nonDerivative · entry 1 Berman Melanie B. · CIK 0001933743 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,884.9347 F1 · shares: Vesting of non-derivative performance stock units granted in 2021, which are exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to rule 16b-3(d). Read SEC document |
| January 24, 2024 Filed Jan 26, 2024 22:11 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 9,591 | $25.18 | $241,501.38 |
DisclosureSEC source: 0001127602-24-002327 · form4.xml · nonDerivative · entry 1 Berman Melanie B. · CIK 0001933743 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,523.9347 F1 · shares: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Company's common stock pursuant to the NiSource Inc. 2020 Omnibus Incentive Plan. Subject to certain forfeiture conditions, the RSUs will 100% vest on February 26, 2027 provided that the reporting person is continuously employed by the Company through and including that date. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 20:44 UTC | NISOURCE INC. NI · Entity 3270 | SaleCommon Stock | 298 | $27.90 | $8,312.71 |
DisclosureSEC source: 0001127602-23-010704 · form4.xml · nonDerivative · entry 2 Berman Melanie B. · CIK 0001933743 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,932.9347 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 20:44 UTC | NISOURCE INC. NI · Entity 3270 | SaleCommon Stock | 4,526 | $27.89 | $126,243.72 |
DisclosureSEC source: 0001127602-23-010704 · form4.xml · nonDerivative · entry 1 Berman Melanie B. · CIK 0001933743 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,230.9347 Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 23:04 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 2,103 | $27.43 | $57,685.29 |
DisclosureSEC source: 0001127602-23-007995 · form4.xml · nonDerivative · entry 2 Berman Melanie B. · CIK 0001933743 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,756.9347 F2 · shares: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the vesting of the performance stock units above. Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 23:04 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 6,927 | $27.43 | $190,007.61 |
DisclosureSEC source: 0001127602-23-007995 · form4.xml · nonDerivative · entry 1 Berman Melanie B. · CIK 0001933743 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,859.9347 F1 · shares: Vesting of non-derivative special performance stock units granted in 2020, which are exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to rule 16b-3(d). Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 21:03 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 7,097 | $27.58 | $195,735.26 |
DisclosureSEC source: 0001127602-23-002417 · form4.xml · nonDerivative · entry 1 Berman Melanie B. · CIK 0001933743 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,932.9347 F1 · shares: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Company's common stock pursuant to the NiSource Inc. 2020 Omnibus Incentive Plan. Subject to certain forfeiture conditions, the RSUs will 100% vest on February 27, 2026 provided that the reporting person is continuously employed by the Company through and including that date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.