Quick Takeaways
- Lloyd M. Yates has 4 issuer positions tracked on this page.
- Estimated disclosed ownership value: $28,612,973.
- Recent insider filing activity is available below.
- Info
- Insider Ownership
Insider Trading & Ownership of Lloyd M. Yates
- Location
- Merrillville, IN
- Summary
- The estimated net worth of Lloyd M. Yates is at least $28,612,973 dollars as of 03 Mar 2026. Lloyd M. Yates is the Director and President & CEO, Director of NISOURCE INC. and owns shares of NISOURCE INC. (NI) stock worth about $25.51M. Lloyd M. Yates is the Director of MARSH & MCLENNAN COMPANIES, INC. and owns shares of MARSH & MCLENNAN COMPANIES, INC. (MRSH) stock worth about $1.87M. Lloyd M. Yates is the Director of American Water Works Company, Inc. and owns shares of American Water Works Company, Inc. (AWK) stock worth about $916.1K. Lloyd M. Yates is the Director of SONOCO PRODUCTS CO and owns shares of SONOCO PRODUCTS CO (SON) stock worth about $322.2K.
- Signature
- /s/ Ashley Bancroft, Attorney-in-Fact
- All Insider Reports
- All Insider Reports
Follow Filing Activity
Follow Lloyd M. Yates and return when a new Insider Trading filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean.
What Changed
- Largest disclosed position: NISOURCE INC. ($25,508,534).
- Past-year value change for that position: -$627,824.
Why This Matters
- This page translates Forms 3/4/5 into a quick ownership context before you inspect each transaction row.
- You can cross-check role, issuer, and filing chronology directly against the SEC source.
Source Evidence
Filed on Form 4
See Original Filing
Insider ownership context is sourced from SEC Forms 3, 4, and 5.
Ownership of Lloyd M. Yates
| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| NI | NISOURCE INC. | Director and President & CEO, Director | $25,508,534 | -$627,824 | -2.4% | 27 Feb 2026 |
| MRSH | MARSH & MCLENNAN COMPANIES, INC. | Director | $1,866,131 | 13 Feb 2026 | ||
| AWK | American Water Works Company, Inc. | Director | $916,087 | 12 May 2021 | ||
| SON | SONOCO PRODUCTS CO | Director | $322,221 | 10 Mar 2022 |
Insider Transactions Reported by Lloyd M. Yates:
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|
* An asterisk sign (*) next to the price indicates that the price is likely invalid.