Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NISOURCE INC.NI · Entity 3270 | EVP, Chief Op & Safety Officer | 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 | 98,375 |
Ending reported balance
After 2026-02-27 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-27 · Grant · Acquired 60,623 · Balance 127,357 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 25,504 · Balance 101,853 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 3,478 · Balance 98,375 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. |
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.
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 21:58 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 3,478 | $47.30 | $164,509.40 |
DisclosureSEC source: 0001111711-26-000035 · form4.xml · nonDerivative · entry 3 Jefferson William Jr. · CIK 0001935312 · EVP, Chief Op & Safety Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,375 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 21:58 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 25,504 | $47.30 | $1,206,339.20 |
DisclosureSEC source: 0001111711-26-000035 · form4.xml · nonDerivative · entry 2 Jefferson William Jr. · CIK 0001935312 · EVP, Chief Op & Safety Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,853 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 21:58 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 60,623 | $47.30 | $2,867,467.90 |
DisclosureSEC source: 0001111711-26-000035 · form4.xml · nonDerivative · entry 1 Jefferson William Jr. · CIK 0001935312 · EVP, Chief Op & Safety Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,357 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 21:21 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 6,851 | $43.79 | $300,005.29 |
DisclosureSEC source: 0001111711-26-000015 · form4.xml · nonDerivative · entry 1 Jefferson William Jr. · CIK 0001935312 · EVP, Chief Op & Safety Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,734 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 |
| February 28, 2025 Filed Mar 4, 2025 22:07 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 1,980 | $40.81 | $80,803.80 |
DisclosureSEC source: 0001127602-25-007957 · form4.xml · nonDerivative · entry 3 Jefferson William Jr. · CIK 0001935312 · EVP, Chief Op & Safety Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,883 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 22:07 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 15,047 | $40.81 | $614,068.07 |
DisclosureSEC source: 0001127602-25-007957 · form4.xml · nonDerivative · entry 2 Jefferson William Jr. · CIK 0001935312 · EVP, Chief Op & Safety Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,863 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 22:07 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 36,039 | $40.81 | $1,470,751.59 |
DisclosureSEC source: 0001127602-25-007957 · form4.xml · nonDerivative · entry 1 Jefferson William Jr. · CIK 0001935312 · EVP, Chief Op & Safety Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,910 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 21:17 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 7,742 | $37.78 | $292,492.76 |
DisclosureSEC source: 0001127602-25-001969 · form4.xml · nonDerivative · entry 1 Jefferson William Jr. · CIK 0001935312 · EVP, Chief Op & Safety Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,871 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 |
| August 19, 2024 Filed Aug 21, 2024 20:26 UTC | NISOURCE INC. NI · Entity 3270 | SaleCommon Stock | 4,364 | $32.07 | $139,953.48 |
DisclosureSEC source: 0001127602-24-022715 · form4.xml · nonDerivative · entry 1 Jefferson William Jr. · CIK 0001935312 · EVP, Chief Op & Safety Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,129 Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 17:31 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 4,582 | $28.70 | $131,503.40 |
DisclosureSEC source: 0001127602-24-019999 · form4.xml · nonDerivative · entry 1 Jefferson William Jr. · CIK 0001935312 · EVP, Chief Op & Safety Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,493 F1 · shares: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the vesting of the remaining shares granted pursuant to the 2022 Special Restricted Stock Unit award. Read SEC document |
| January 24, 2024 Filed Jan 26, 2024 22:14 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 11,170 | $25.18 | $281,260.60 |
DisclosureSEC source: 0001127602-24-002329 · form4.xml · nonDerivative · entry 1 Jefferson William Jr. · CIK 0001935312 · EVP Operations & CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,075 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 |
| August 04, 2023 Filed Aug 8, 2023 20:28 UTC | NISOURCE INC. NI · Entity 3270 | SaleCommon Stock | 4,875 | $26.80 | $130,650.00 |
DisclosureSEC source: 0001127602-23-022199 · form4.xml · nonDerivative · entry 1 Jefferson William Jr. · CIK 0001935312 · EVP Operations & CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,905 Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 21:47 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 3,561 | $27.42 | $97,642.62 |
DisclosureSEC source: 0001127602-23-020250 · form4.xml · nonDerivative · entry 1 Jefferson William Jr. · CIK 0001935312 · EVP Operations & CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,780 F1 · shares: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the partial vesting of the 2022 Special Restricted Stock Unit award. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 21:26 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 7,977 | $27.58 | $220,005.66 |
DisclosureSEC source: 0001127602-23-002441 · form4.xml · nonDerivative · entry 1 Jefferson William Jr. · CIK 0001935312 · EVP Operations & CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,341 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 |
| July 01, 2022 Filed Jul 5, 2022 21:56 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 26,622 | $30.05 | $799,991.10 |
DisclosureSEC source: 0001127602-22-018794 · form4.xml · nonDerivative · entry 2 Jefferson William Jr. · CIK 0001935312 · EVP Operations & CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,364 F2 · 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, 50% of the RSUs will vest on July 1, 2023, and the remaining 50% will vest on July 1, 2024, provided that the reporting person is continuously employed by the Company through each such date. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 21:56 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 4,742 | $30.05 | $142,497.10 |
DisclosureSEC source: 0001127602-22-018794 · form4.xml · nonDerivative · entry 1 Jefferson William Jr. · CIK 0001935312 · EVP Operations & CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,742 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.