Lloyd M. Yates - 27 Feb 2026 Form 4 Insider Report for NISOURCE INC. (NI)

Role
Director and President & CEO, Director
Signature
/s/ Ashley Bancroft, Attorney-in-Fact
Issuer symbol
NI
Transactions as of
27 Feb 2026
Net transactions value
+$6,775,441
Form type
4
Filing time
03 Mar 2026, 16:59:54 UTC
Previous filing
18 Feb 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Yates Lloyd M Director and President & CEO, Director 801 E. 86TH AVE, MERRILLVILLE /s/ Ashley Bancroft, Attorney-in-Fact 03 Mar 2026 0001311411

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction NI Common Stock Award $13,053,003 +275,962 +70% $47.30 672,010 27 Feb 2026 Direct F1
transaction NI Common Stock Tax liability $5,547,580 -117,285 -17% $47.30 554,725 27 Feb 2026 Direct F2
transaction NI Common Stock Tax liability $729,981 -15,433 -2.8% $47.30 539,292 27 Feb 2026 Direct F3, F4, F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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 This amount includes RSUs received pursuant to the dividend equivalent provisions of his director RSU awards from 2020 and 2021, and which are subject to the same vesting conditions as the underlying RSUs.
F5 Includes shares acquired through the NiSource Inc. Employee Stock Purchase Plan.