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. is asking stockholders to vote at its 2026 annual meeting, to be held virtually on May 11, 2026 at 10:30 a.m. Central Time. Holders of common stock at the close of business on March 16, 2026, when 479,357,787 shares were outstanding, may vote, with each share entitled to one vote.
Stockholders will elect twelve directors, approve named executive officer compensation on an advisory “Say‑on‑Pay” basis, and ratify Deloitte & Touche LLP as independent auditor for 2026. The Board recommends voting FOR all director nominees, FOR Say‑on‑Pay, and FOR auditor ratification.
The Board highlights strong governance practices, including annual elections, majority voting with a resignation policy, proxy access, the right to call special meetings, and an independent chair. Executive pay is heavily performance‑based, supported by 2025 Say‑on‑Pay approval of about 97%. NiSource also emphasizes economic, environmental and social commitments, including a goal of net zero Scope 1 and 2 greenhouse gas emissions by 2040 and a focus on safety, customer experience and community engagement.
The Vanguard Group filed an amendment to its Schedule 13G/A for NiSource Inc. stating that, after an internal realignment, certain Vanguard subsidiaries will report beneficial ownership separately.
The filing reports Amount beneficially owned: 0 shares and Percent of class: 0%. The amendment notes the internal realignment occurred on January 12, 2026 and the filing was signed on 03/27/2026.
NiSource Inc. director and President & CEO Lloyd M. Yates reported equity compensation activity in the form of stock awards and related tax withholding. He acquired 275,962 shares of common stock on February 27, 2026 at $47.30 per share as a grant or award.
On the same date, 117,285 shares and 15,433 shares were disposed of at $47.30 per share to cover tax withholding obligations tied to the vesting of 2023 performance stock units and restricted stock units, rather than open-market sales. Following these transactions, he directly owned 539,292.483 shares, which include RSUs credited through dividend equivalents and shares acquired through the NiSource Employee Stock Purchase Plan.
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.