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.
NiSource Inc. filings document a Delaware-regulated utility holding company with NYSE-listed common stock under the symbol NI. The company’s 8-K reports record periodic operating results, Regulation FD disclosures, material definitive agreements, financing arrangements, and exhibits furnished with Inline XBRL cover data.
NiSource regulatory documents also cover proxy governance matters, including director elections, executive compensation votes, and auditor ratification. Recent filings describe capital-structure activity such as revolving credit agreements, junior subordinated notes, equity distribution agreements, and utility-related disclosures involving NIPSCO service obligations, generation planning, regulatory approval processes, and related financing considerations.
NiSource Inc. executive Michael Luhrs reported equity compensation activity involving company common stock. On February 27, 2026, he acquired 61,811 shares through the vesting of performance stock units granted in 2023. These awards are described as exempt from Section 16(b) liability under rule 16b-3(d).
On the same date, a total of 27,569 shares and 3,628 shares were disposed of to cover tax withholding obligations tied to the vesting of the performance stock units and a 2023 restricted stock unit award. After these transactions, he directly held 120,178.128 shares, which includes shares acquired through the NiSource Employee Stock Purchase Plan.
NiSource Inc. executive William Jefferson Jr., EVP and Chief Operating & Safety Officer, reported equity compensation activity in company stock. On February 27, 2026, he acquired 60,623 shares of common stock through the vesting of 2023 performance stock units. In connection with this vesting, 25,504 shares were withheld to satisfy tax withholding obligations, and a further 3,478 shares were withheld for taxes tied to a 2023 restricted stock unit award. After these grant and tax-withholding dispositions, he directly owned 98,375 shares of NiSource common stock.
NISOURCE INC. senior vice president and Chief Accounting & Tax Officer Gunnar Gode reported equity award activity in company common stock. On February 27, 2026, he acquired 6,420 shares at $47.30 per share through a grant or award tied to vesting of 2023 performance stock units.
On the same date, he disposed of 1,902 shares and 667 shares of common stock, each at $47.30 per share, to satisfy tax withholding obligations related to the vesting of performance stock units and a 2023 restricted stock unit award. After these transactions, he directly owned 33,108 shares of NISOURCE common stock.
NiSource Inc. executive Kimberly S. Cuccia, EVP, General Counsel and Corporate Secretary, received a grant of 30,744 shares of common stock on February 27, 2026 at $47.30 per share. The award reflects the vesting of performance stock units granted in 2023.
To cover related tax withholding obligations, 12,109 shares and an additional 3,093 shares of common stock were withheld, both at $47.30 per share, as non‑open‑market tax-withholding dispositions. After these transactions, she directly owned 62,726 shares of common stock and indirectly held 3,866.5526 shares through the NiSource Inc. Retirement Savings Plan.
NiSource Inc. executive Melody Birmingham, EVP & Group President, Utilities, reported equity compensation activity in common stock. On the reported date, she acquired 71,094 shares through a grant tied to the vesting of performance stock units granted in 2023 at a reference price of $47.30 per share.
To cover related tax withholding obligations, 30,427 shares and an additional 4,108 shares were disposed of, both characterized as share withholding for taxes rather than open-market sales. Following these transactions, her directly held common stock position totaled 127,899.295 shares, which includes shares acquired through dividend reinvestments.
NISOURCE INC. executive Melanie B. Berman reported equity compensation activity in the form of common stock. She received a grant or award acquisition of 31,466 shares at $47.3000 per share tied to vesting of 2023 performance stock units and restricted stock units. In connection with these vestings, 11,673 shares and 3,166 shares were withheld to cover tax obligations, leaving her with 50,989.9347 common shares held directly after these transactions.
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.