Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NISOURCE INC.NI · Entity 3270 | EVP, GC & Corporate Secretary | February 27, 2026 | March 03, 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 February 27, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 62,726 |
Ending reported balance
After 2026-02-27 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-27 · Grant · Acquired 30,744 · Balance 77,928 F1: 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). Row 2 · 2026-02-27 · Tax withholding · Disposed 12,109 · Balance 65,819 F2: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the vesting of the performance stock units above. Row 3 · 2026-02-27 · Tax withholding · Disposed 3,093 · Balance 62,726 F3: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the vesting of the 2023 Restricted Stock Unit award. |
| Common StockSEC Table I · non-derivative | Indirect401k | 3,866.5526 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,866.5526 F4: Constitutes shares acquired through the NiSource Inc. Retirement Savings Plan through February 27, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: 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).
F2: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the vesting of the performance stock units above.
F3: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the vesting of the 2023 Restricted Stock Unit award.
F4: Constitutes shares acquired through the NiSource Inc. Retirement Savings Plan through February 27, 2026.
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 |
|---|---|---|---|---|---|---|
| February 27, 2026 Filed Mar 3, 2026 21:56 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 3,093 | $47.30 | $146,298.90 |
DisclosureSEC source: 0001111711-26-000033 · form4.xml · nonDerivative · entry 3 Cuccia Kimberly S · CIK 0001900971 · EVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,726 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 21:56 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 12,109 | $47.30 | $572,755.70 |
DisclosureSEC source: 0001111711-26-000033 · form4.xml · nonDerivative · entry 2 Cuccia Kimberly S · CIK 0001900971 · EVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,819 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 21:56 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 30,744 | $47.30 | $1,454,191.20 |
DisclosureSEC source: 0001111711-26-000033 · form4.xml · nonDerivative · entry 1 Cuccia Kimberly S · CIK 0001900971 · EVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,928 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 21:20 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 5,937 | $43.79 | $259,981.23 |
DisclosureSEC source: 0001111711-26-000013 · form4.xml · nonDerivative · entry 1 Cuccia Kimberly S · CIK 0001900971 · EVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,184 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 |
| November 25, 2025 Filed Nov 26, 2025 21:26 UTC | NISOURCE INC. NI · Entity 3270 | SaleCommon Stock | 8,000 | $43.13 | $345,040.00 |
DisclosureSEC source: 0001111711-25-000059 · form4.xml · nonDerivative · entry 1 Cuccia Kimberly S · CIK 0001900971 · EVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,247 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:03 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 2,226 | $40.81 | $90,843.06 |
DisclosureSEC source: 0001127602-25-007952 · form4.xml · nonDerivative · entry 3 Cuccia Kimberly S · CIK 0001900971 · EVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,247 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 awards. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:03 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 6,610 | $40.81 | $269,754.10 |
DisclosureSEC source: 0001127602-25-007952 · form4.xml · nonDerivative · entry 2 Cuccia Kimberly S · CIK 0001900971 · EVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,473 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 22:03 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 17,868 | $40.81 | $729,193.08 |
DisclosureSEC source: 0001127602-25-007952 · form4.xml · nonDerivative · entry 1 Cuccia Kimberly S · CIK 0001900971 · EVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,083 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 21:14 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 6,253 | $37.78 | $236,238.34 |
DisclosureSEC source: 0001127602-25-001966 · form4.xml · nonDerivative · entry 1 Cuccia Kimberly S · CIK 0001900971 · SVP, GC & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,215 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 |
| February 28, 2024 Filed Mar 1, 2024 21:16 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 789 | $25.85 | $20,395.65 |
DisclosureSEC source: 0001127602-24-007851 · form4.xml · nonDerivative · entry 5 Cuccia Kimberly S · CIK 0001900971 · SVP, GC & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,962 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 21:16 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 462 | $25.85 | $11,942.70 |
DisclosureSEC source: 0001127602-24-007851 · form4.xml · nonDerivative · entry 4 Cuccia Kimberly S · CIK 0001900971 · SVP, GC & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,751 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 21:16 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 2,197 | $25.85 | $56,792.45 |
DisclosureSEC source: 0001127602-24-007851 · form4.xml · nonDerivative · entry 3 Cuccia Kimberly S · CIK 0001900971 · SVP, GC & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,213 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 21:16 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 1,519 | $25.85 | $39,266.15 |
DisclosureSEC source: 0001127602-24-007851 · form4.xml · nonDerivative · entry 2 Cuccia Kimberly S · CIK 0001900971 · SVP, GC & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,410 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 21:16 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 7,237 | $25.85 | $187,076.45 |
DisclosureSEC source: 0001127602-24-007851 · form4.xml · nonDerivative · entry 1 Cuccia Kimberly S · CIK 0001900971 · SVP, GC & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,891 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 22:10 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 10,425 | $25.18 | $262,501.50 |
DisclosureSEC source: 0001127602-24-002326 · form4.xml · nonDerivative · entry 1 Cuccia Kimberly S · CIK 0001900971 · SVP, GC & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,654 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 |
| December 31, 2023 Filed Jan 3, 2024 23:57 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 2,100 | $27.01 | $56,721.00 |
DisclosureSEC source: 0001127602-24-000620 · form4.xml · nonDerivative · entry 1 Cuccia Kimberly S · CIK 0001900971 · SVP, GC & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,229 F1 · shares: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the partial vesting of the 2021 Special Restricted Stock Unit award. Read SEC document |
| December 31, 2023 Filed Jan 5, 2024 22:34 UTC Amendment | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 2,100 | $26.55 | $55,755.00 |
DisclosureSEC source: 0001127602-24-000990 · form4a.xml · nonDerivative · entry 1 Cuccia Kimberly S · CIK 0001900971 · SVP, GC & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,229 F1 · shares: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the partial vesting of the 2021 Special Restricted Stock Unit award. F2 · price: Amending the stock price which was reported incorrectly due to administrative error. Read SEC document |
| May 08, 2023 Filed May 10, 2023 20:30 UTC | NISOURCE INC. NI · Entity 3270 | SaleCommon Stock | 11,157 | $28.54 | $318,420.78 |
DisclosureSEC source: 0001127602-23-015114 · form4.xml · nonDerivative · entry 1 Cuccia Kimberly S · CIK 0001900971 · SVP, GC & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,329 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.50 to $28.58, 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 28, 2023 Filed Mar 1, 2023 23:09 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 299 | $27.43 | $8,201.57 |
DisclosureSEC source: 0001127602-23-007997 · form4.xml · nonDerivative · entry 5 Cuccia Kimberly S · CIK 0001900971 · SVP, GC & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,486 F5 · shares: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the vesting of the 2020 Restricted Stock Unit awards. Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 23:09 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 1,156 | $27.43 | $31,709.08 |
DisclosureSEC source: 0001127602-23-007997 · form4.xml · nonDerivative · entry 4 Cuccia Kimberly S · CIK 0001900971 · SVP, GC & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,785 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, 2023 Filed Mar 1, 2023 23:09 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 938 | $27.43 | $25,729.34 |
DisclosureSEC source: 0001127602-23-007997 · form4.xml · nonDerivative · entry 3 Cuccia Kimberly S · CIK 0001900971 · SVP, GC & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,133 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, 2023 Filed Mar 1, 2023 23:09 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 3,808 | $27.43 | $104,453.44 |
DisclosureSEC source: 0001127602-23-007997 · form4.xml · nonDerivative · entry 2 Cuccia Kimberly S · CIK 0001900971 · SVP, GC & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,941 F2 · 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 |
| February 28, 2023 Filed Mar 1, 2023 23:09 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 3,087 | $27.43 | $84,676.41 |
DisclosureSEC source: 0001127602-23-007997 · form4.xml · nonDerivative · entry 1 Cuccia Kimberly S · CIK 0001900971 · SVP, GC & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,071 F1 · shares: Vesting of non-derivative 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 21:28 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 6,934 | $27.58 | $191,239.72 |
DisclosureSEC source: 0001127602-23-002444 · form4.xml · nonDerivative · entry 1 Cuccia Kimberly S · CIK 0001900971 · SVP, GC & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,984 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 |
| January 03, 2023 Filed Jan 4, 2023 21:16 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 2,097 | $27.44 | $57,541.68 |
DisclosureSEC source: 0001127602-23-000475 · form4.xml · nonDerivative · entry 1 Cuccia Kimberly S · CIK 0001900971 · SVP, GC & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,050 F1 · shares: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the partial vesting of the 2021 Special Restricted Stock Unit award. Read SEC document |
| April 05, 2022 Filed Apr 6, 2022 20:00 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 2,447 | $31.86 | $77,961.42 |
DisclosureSEC source: 0001127602-22-011669 · form4.xml · nonDerivative · entry 1 Cuccia Kimberly S · CIK 0001900971 · SVP, GC & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,147 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, 2025 provided that the reporting person is continuously employed by the Company through and including that date. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 18:14 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 201 | $28.93 | $5,814.93 |
DisclosureSEC source: 0001127602-22-007218 · form4.xml · nonDerivative · entry 3 Cuccia Kimberly S · CIK 0001900971 · VP, Interim GC & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,700 F3 · shares: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the vesting of the 2019 Restricted Stock Unit awards. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 18:14 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 612 | $28.93 | $17,705.16 |
DisclosureSEC source: 0001127602-22-007218 · form4.xml · nonDerivative · entry 2 Cuccia Kimberly S · CIK 0001900971 · VP, Interim GC & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,901 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, 2022 Filed Mar 1, 2022 18:14 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 2,033 | $28.93 | $58,814.69 |
DisclosureSEC source: 0001127602-22-007218 · form4.xml · nonDerivative · entry 1 Cuccia Kimberly S · CIK 0001900971 · VP, Interim GC & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,513 F1 · shares: Vesting of non-derivative performance stock units granted in 2019, which are exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to rule 16b-3(d). Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 23:27 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 2,459 | $29.27 | $71,974.93 |
DisclosureSEC source: 0001127602-22-002821 · form4.xml · nonDerivative · entry 1 Cuccia Kimberly S · CIK 0001900971 · VP, Interim GC & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,480 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, 2025 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.