Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLIANT ENERGY CORPLNT · Entity 3298 | Senior Vice President | February 23, 2023 | February 28, 2023 |
| NISOURCE INC.NI · Entity 3270 | EVP, Tech, Customer & CCO | 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.
ALLIANT ENERGY CORP
Report date February 23, 2023 · Filed February 28, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,037 |
Reported balance
After 2023-02-23 transaction · row 1
1 source rowRow 1 · 2023-02-23 · Grant · Acquired 2,283 · Balance 4,037 F1: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2025.
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 | 151,375.128 |
Reported balance
After 2026-02-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-27 · Grant · Acquired 61,811 · Balance 151,375.128 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). |
| Common StockSEC Table I · non-derivative | Direct | 123,806.128 |
Reported balance
After 2026-02-27 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-02-27 · Tax withholding · Disposed 27,569 · Balance 123,806.128 F2: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the vesting of the performance stock units above. |
| Common StockSEC Table I · non-derivative | Direct | 120,178.128 |
Reported balance
After 2026-02-27 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-02-27 · Tax withholding · Disposed 3,628 · Balance 120,178.128 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: Includes shares acquired through the NiSource Inc. Employee Stock Purchase Plan. |
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: Includes shares acquired through the NiSource Inc. Employee Stock Purchase Plan.
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 21:59 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 3,628 | $47.30 | $171,604.40 |
DisclosureSEC source: 0001111711-26-000036 · form4.xml · nonDerivative · entry 3 Luhrs Michael · CIK 0001921786 · EVP, Tech, Customer & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,178.128 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. F4 · balance_after: Includes shares acquired through the NiSource Inc. Employee Stock Purchase Plan. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:59 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 27,569 | $47.30 | $1,304,013.70 |
DisclosureSEC source: 0001111711-26-000036 · form4.xml · nonDerivative · entry 2 Luhrs Michael · CIK 0001921786 · EVP, Tech, Customer & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,806.128 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 21:59 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 61,811 | $47.30 | $2,923,660.30 |
DisclosureSEC source: 0001111711-26-000036 · form4.xml · nonDerivative · entry 1 Luhrs Michael · CIK 0001921786 · EVP, Tech, Customer & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,375.128 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 22, 2026 Filed Jan 23, 2026 21:22 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 5,393 | $43.52 | $234,703.36 |
DisclosureSEC source: 0001111711-26-000016 · form4.xml · nonDerivative · entry 2 Luhrs Michael · CIK 0001921786 · EVP, Tech, Customer & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,564.128 F2 · shares: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the partial vesting of the 2025 Special Restricted Stock Unit award. F3 · balance_after: Includes shares acquired through the NiSource Inc. Employee Stock Purchase Plan. Read SEC document |
| January 21, 2026 Filed Jan 23, 2026 21:22 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 6,851 | $43.79 | $300,005.29 |
DisclosureSEC source: 0001111711-26-000016 · form4.xml · nonDerivative · entry 1 Luhrs Michael · CIK 0001921786 · EVP, Tech, Customer & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,957.128 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 |
| March 27, 2025 Filed Mar 31, 2025 11:22 UTC | NISOURCE INC. NI · Entity 3270 | Tax withholdingCommon Stock | 4,753 | $39.75 | $188,931.75 |
DisclosureSEC source: 0001127602-25-010607 · form4.xml · nonDerivative · entry 1 Luhrs Michael · CIK 0001921786 · EVP, Tech, Customer & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,552.0342 F1 · shares: Number of shares reported represent shares withheld to satisfy tax withholding obligations in connection with the vesting of the 2023 Special Restricted Stock Unit award. F2 · balance_after: Includes shares acquired through the NiSource Inc. Employee Stock Purchase Plan. Read SEC document |
| January 22, 2025 Filed Jan 24, 2025 21:19 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 52,938 | $37.78 | $1,999,997.64 |
DisclosureSEC source: 0001127602-25-001971 · form4.xml · nonDerivative · entry 2 Luhrs Michael · CIK 0001921786 · EVP, Strategy & Risk & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,305.0342 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, the RSUs will vest 33% on January 22, 2026, 33% on January 22, 2027, and 34% on January 22, 2028, provided that the reporting person is continuously employed by the Company through and including those dates. F3 · balance_after: Includes shares acquired through the NiSource Inc. Employee Stock Purchase Plan. Read SEC document |
| January 22, 2025 Filed Jan 24, 2025 21:19 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 7,742 | $37.78 | $292,492.76 |
DisclosureSEC source: 0001127602-25-001971 · form4.xml · nonDerivative · entry 1 Luhrs Michael · CIK 0001921786 · EVP, Strategy & Risk & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,367.0342 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 |
| January 24, 2024 Filed Jan 26, 2024 22:13 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 10,723 | $25.18 | $270,005.14 |
DisclosureSEC source: 0001127602-24-002328 · form4.xml · nonDerivative · entry 1 Luhrs Michael · CIK 0001921786 · EVP, Strategy & Risk & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,823.632 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. F2 · balance_after: Includes shares acquired through the NiSource Inc. Employee Stock Purchase Plan through December 31, 2023. Read SEC document |
| March 27, 2023 Filed Mar 28, 2023 20:40 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 11,091 | $27.05 | $300,011.55 |
DisclosureSEC source: 0001127602-23-011512 · form4.xml · nonDerivative · entry 2 Luhrs Michael · CIK 0001921786 · EVP, Strategy & Risk & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,485 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, the RSUs will 100% vest on March 27, 2025 provided that the reporting person is continuously employed by the Company through and including that date. Read SEC document |
| March 27, 2023 Filed Mar 28, 2023 20:40 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 7,394 | $27.05 | $200,007.70 |
DisclosureSEC source: 0001127602-23-011512 · form4.xml · nonDerivative · entry 1 Luhrs Michael · CIK 0001921786 · EVP, Strategy & Risk & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,394 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 March 27, 2026 provided that the reporting person is continuously employed by the Company through and including that date. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 22:01 UTC Amendment | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 8,133 | $27.05 | $219,997.65 |
DisclosureSEC source: 0001127602-23-011576 · form4a.xml · nonDerivative · entry 1 Luhrs Michael · CIK 0001921786 · EVP, Strategy & Risk & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,133 F1 · shares: Amends the number of Restricted Stock Units ("RSUs") reported on the reporting person's Form 4 filed on March 28, 2023. Due to an administrative error the number of RSUs reported on the reporting person's Form 4 filed on March 28, 2023 was underreported by 739 shares. Each 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 March 27, 2026 provided the officer is continuously employed by the Company through and including that date. After considering this revision, the beneficial ownership total in column 5 is 19,224 shares. Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 02:36 UTC | ALLIANT ENERGY CORP LNT · Entity 3298 | GrantCommon Stock | 2,283 | $0.00 | $0.00 |
DisclosureSEC source: 0000352541-23-000025 · wf-form4_167755174961180.xml · nonDerivative · entry 1 Luhrs Michael · CIK 0001921786 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,037 F1 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2025. Read SEC document |
| April 11, 2022 Filed Apr 12, 2022 21:10 UTC | ALLIANT ENERGY CORP LNT · Entity 3298 | GrantCommon Stock | 1,754 | $0.00 | $0.00 |
DisclosureSEC source: 0000352541-22-000046 · wf-form4_164979782245078.xml · nonDerivative · entry 1 Luhrs Michael · CIK 0001921786 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,754 F1 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2024. 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.