Welcome to our dedicated page for NiSource SEC filings (Ticker: NI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The NiSource Inc. (NYSE: NI) SEC filings page on Stock Titan brings together the company’s regulatory disclosures from the U.S. Securities and Exchange Commission, with AI-powered tools to help interpret them. As a fully regulated utility serving approximately 3.3 million natural gas customers and 500,000 electric customers through its Columbia Gas and NIPSCO brands, NiSource relies heavily on SEC filings to explain its capital plans, financing structure and risk profile.
In NiSource’s annual reports on Form 10-K and quarterly reports on Form 10-Q, investors can review detailed discussions of its natural gas distribution and electric utility operations, segment information, capital expenditure plans, rate base growth expectations and extensive risk factor disclosures. These filings also describe regulatory environments, including oversight by commissions such as the Indiana Utility Regulatory Commission, and how regulatory outcomes affect NiSource’s business.
NiSource’s current reports on Form 8-K provide timely updates on material events. Recent 8-K filings describe senior notes and junior subordinated notes offerings, amendments to a revolving credit agreement, and the establishment of an at-the-market equity offering program for common stock. Other 8-Ks furnish earnings press releases and information about contracts to provide electric service to data centers, as well as regulatory approvals for structures like NIPSCO Generation LLC (GenCo).
Through this page, users can also access registration statements and related prospectus supplements referenced in NiSource’s financing 8-Ks, which explain the terms of debt securities and equity offerings and the intended use of proceeds. While insider transaction reports on Form 4 are not described in the provided materials, Stock Titan’s platform is designed to surface such filings when available, alongside 10-Ks, 10-Qs and 8-Ks.
Stock Titan enhances NiSource filings with AI-generated summaries that highlight key terms, changes in capital structure, major contracts, and regulatory or financing milestones. Real-time updates from EDGAR help investors quickly see new NiSource filings, while the AI explanations aim to make lengthy documents—such as multi-hundred-page 10-Ks or detailed indentures—more approachable for both individual and professional users.
NiSource Inc. EVP & CFO Shawn Anderson reported several stock-based compensation events involving the company’s common stock on February 27, 2026. He acquired 32,551 shares and 23,883 shares through the vesting of performance and special performance stock units granted in 2023.
To cover associated tax withholding obligations, 13,705, 10,056, and 4,414 shares were withheld, classified as tax-withholding dispositions rather than open-market sales. Following these transactions, he directly owned 165,101.298 shares, with an additional 811.5606 shares held indirectly through the NiSource Retirement Savings Plan, including shares from dividend reinvestments.
NiSource Inc. senior vice president and Chief Accounting & Tax Officer Gunnar Gode reported an open-market sale of company stock. On February 18, 2026, he sold 2,175 shares of NiSource common stock at a price of $46.00 per share. After this transaction, he directly holds 29,257 shares of NiSource common stock.
NI reported a proposed sale of 2,175 common shares under Rule 144 through broker Fidelity Brokerage Services LLC. The filing lists two restricted stock vesting lots: 1,225 shares vesting 02/28/2023 and 950 shares vesting 02/28/2024
Anderson Shawn reported open-market sale transactions in a Form 4 filing for NI. The filing lists transactions totaling 12,500 shares at a weighted average price of $45.01 per share. Following the reported transactions, holdings were 136,302 shares.
A shareholder filed a notice of proposed sale under Rule 144 to sell 12,500 shares of common stock through Fidelity Brokerage Services LLC on the NYSE, with an approximate sale date of 02/13/2026. The shares have an aggregate market value of $562,625.00. They were acquired on 01/24/2026 through restricted stock vesting from the issuer as compensation. The table also notes 478,533,171 shares of this class outstanding, indicating the planned sale is small relative to the total.
NiSource Inc. provides an overview of its regulated natural gas and electric utility business serving about 3.8 million customers across six states, organized into Columbia Operations and NIPSCO Operations. The company highlights extensive gas and electric networks, owned storage and generation assets, and participation in the MISO power market.
NiSource outlines a strategy centered on safety, infrastructure investment, and an energy transition that retires coal units while adding renewables, battery storage, and new gas-fired resources. A key development is a long‑term contract with Amazon Data Services, under which NIPSCO and affiliate GenCo will build significant generation and transmission assets to serve data centers.
The report details recent rate cases with approved returns on equity around 9.6%–10%, an environmental roadmap including a net zero greenhouse gas goal by 2040, and extensive human capital, safety and ethics programs. It also provides a comprehensive risk discussion, including operational hazards, large capital needs, evolving climate and environmental rules, data center concentration risk, cyber threats, regulatory uncertainty, and the challenges of executing major construction programs on time and on budget.
NiSource Inc. reported strong full-year 2025 results, with GAAP net income available to common shareholders of $929.5 million, or $1.95 per diluted share, compared to $739.7 million, or $1.62, in 2024. Non-GAAP adjusted net income was $905.2 million, or $1.90 of adjusted EPS, up from $798.6 million, or $1.75, in 2024.
The company achieved 2025 non-GAAP adjusted EPS and non-GAAP FFO/Debt above its guidance ranges. NiSource reaffirmed 2026 non-GAAP consolidated adjusted EPS guidance of $2.02–$2.07 and expects an 8%-9% compound annual growth rate in non-GAAP consolidated adjusted EPS and 9%-11% consolidated rate base growth from 2026 through 2033.
NiSource plans to invest approximately $28.0 billion from 2026–2030, including nearly $7.0 billion in strategic data center infrastructure tied to a landmark agreement with Amazon that is designed to return more than $1 billion in savings to retail customers.
NiSource Inc. EVP & CFO Shawn Anderson reported a tax-related share withholding on company stock. On January 26, 2026, 7,839 shares of common stock were withheld at a price of $43.91 per share to cover tax obligations tied to the partial vesting of a 2024 special restricted stock unit award. After this transaction, he beneficially owned 148,801.581 shares of NiSource common stock directly, plus 806.7779 shares held indirectly through the company’s retirement savings (401(k)) plan, which also include shares acquired through dividend reinvestments.
NiSource Inc. reported that Director and President & CEO Lloyd M. Yates received an award of 43,658 shares of common stock on January 22, 2026, at a reference price of $43.52 per share. The award is in the form of Restricted Stock Units, each representing one future share under the company’s 2020 Omnibus Incentive Plan.
The RSUs are scheduled to 100% vest on February 28, 2029, if Yates remains continuously employed with NiSource through that date and certain forfeiture conditions are not triggered. Following this grant, Yates beneficially owns a total of 395,949.938 shares of NiSource common stock, which includes shares acquired through the Employee Stock Purchase Plan and RSUs earned via dividend equivalents on prior director awards.
NiSource Inc. executive Michael Luhrs reported equity compensation activity and related tax withholding. On January 21, 2026, he acquired 6,851 Restricted Stock Units (RSUs), each representing a contingent right to receive one share of NiSource common stock. According to the award terms, these RSUs are scheduled to 100% vest on February 28, 2029, if he remains continuously employed through that date.
On January 22, 2026, 5,393 shares of common stock were withheld at $43.52 per share to satisfy tax obligations tied to the partial vesting of a 2025 special RSU award. After these transactions, Luhrs directly beneficially owned 89,564.128 shares of NiSource common stock, which includes shares acquired through the company’s Employee Stock Purchase Plan.