Lloyd M. Yates

Director, Marsh & McLennan Companies.

Companies

NiSourceChief executive officer Jan 27, 2023 to now¹
NiSourcePresident Jan 27, 2023 to now¹
NiSourceBoard member Mar 11, 2020 to now²
Marsh & McLennan CompaniesBoard member May 19, 2011 to now³
SonocoBoard member Oct 23, 2019 to Mar 14, 2022⁴
American Water WorksBoard member Jul 29, 2019 to May 13, 2021⁵
Duke EnergyExecutive Vice President Jul 12, 2012 to Aug 28, 2019⁶

Holdings

Stock this person has reported owning, from the forms officers and directors file with the SEC. See the biggest insider stakes.

Shares held

NiSource NI519,557 shares⁷$21.8M at $41.98May 21, 2026
Marsh & McLennan Companies MRSH12,001 shares⁸$2.3M at $189.76Jul 23, 2026
Sonoco SON4,000 shares⁹$199.8K at $49.95Oct 23, 2019

As of each latest filing. The line shows shares held over time.

Recent filings

Jul 23, 2026Sold 12,000 shares at $175.65 of Marsh & McLennan Companies⁸
May 21, 2026Sold 19,905 shares at $47.73 of NiSource⁷
Feb 27, 2026Shares withheld for tax 15,433 shares at $47.30 of NiSource¹⁰
Feb 27, 2026Shares withheld for tax 117,285 shares at $47.30 of NiSource¹⁰
Feb 27, 2026Granted 275,962 shares at $47.30 of NiSource¹⁰
Jan 22, 2026Granted 43,658 shares at $43.52 of NiSource¹¹
May 16, 2025Sold 16,127 shares at $38.93 of NiSource¹²
Feb 28, 2025Shares withheld for tax 12,653 shares at $40.81 of NiSource¹³
Feb 28, 2025Shares withheld for tax 96,164 shares at $40.81 of NiSource¹³
Feb 28, 2025Granted 233,689 shares at $40.81 of NiSource¹³
Jan 23, 2025Granted 47,872 shares at $37.60 of NiSource¹⁴
Jan 25, 2024Granted 62,598 shares at $25.56 of NiSource¹⁵
Aug 23, 2023Bought 40,000 shares at $26.44 of NiSource¹⁶
Jan 26, 2023Granted 36,311 shares at $27.54 of NiSource¹⁷
Jan 28, 2022Granted 30,747 shares at $29.27 of NiSource¹⁸
Nov 16, 2020Sold 6,658 shares at $115.17 of Marsh & McLennan Companies¹⁹
Jun 1, 2019Granted 1,834 shares at $95.41 of Marsh & McLennan Companies²⁰
Jun 1, 2018Granted 2,175 shares at $80.45 of Marsh & McLennan Companies²¹
Jun 1, 2017Granted 2,065 shares at $77.46 of Marsh & McLennan Companies²²
Jun 1, 2016Granted 2,425 shares at $65.96 of Marsh & McLennan Companies²³
Jun 1, 2015Granted 2,390 shares at $58.56 of Marsh & McLennan Companies²⁴
May 27, 2015Bought 3,000 shares at $58.92 of Marsh & McLennan Companies²⁵
Jun 1, 2014Granted 2,792 shares at $50.14 of Marsh & McLennan Companies²⁶
Jun 1, 2013Granted 2,972 shares at $40.37 of Marsh & McLennan Companies²⁷
Mar 22, 2013Bought 4,000 shares at $37.32 of Marsh & McLennan Companies²⁸

Trade performance

Date	Stock	Trade	Value	Return since	Vs S&P since	Vs S&P, 1 year
Jul 23, 2026	MRSH	Sale	$2.1M	+5.7%	−1.2%
Nov 16, 2020	MRSH	Sale	$766.8K	+61.3%	+51.6%	−16.3%

Returns are price-only (no dividends), measured from the trade date.

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARNiSource, Chief executive officer
2
SEC EDGARNiSource, Board member
3
SEC EDGARMarsh & McLennan Companies, Board member
4
SEC EDGARSonoco, Board member
5
SEC EDGARAmerican Water Works, Board member
6
SEC EDGARDuke Energy, Executive Vice President
7
SEC EDGARNiSource shares after the filing of May 21, 2026
8
SEC EDGARMarsh & McLennan Companies shares after the filing of Jul 23, 2026
9
SEC EDGARSonoco shares after the filing of Oct 23, 2019
10
SEC EDGARForm 4 filed Mar 3, 2026
11
SEC EDGARForm 4 filed Jan 23, 2026
12
SEC EDGARForm 4 filed May 19, 2025
13
SEC EDGARForm 4 filed Mar 4, 2025
14
SEC EDGARForm 4 filed Jan 24, 2025
15
SEC EDGARForm 4 filed Jan 26, 2024
16
SEC EDGARForm 4 filed Aug 25, 2023
17
SEC EDGARForm 4 filed Jan 27, 2023
18
SEC EDGARForm 4 filed Feb 1, 2022
19
SEC EDGARForm 4 filed Nov 17, 2020
20
SEC EDGARForm 4 filed Jun 4, 2019
21
SEC EDGARForm 4 filed Jun 5, 2018
22
SEC EDGARForm 4 filed Jun 2, 2017
23
SEC EDGARForm 4 filed Jun 3, 2016
24
SEC EDGARForm 4 filed Jun 2, 2015
25
SEC EDGARForm 4 filed May 28, 2015
26
SEC EDGARForm 4 filed Jun 3, 2014
27
SEC EDGARForm 4 filed Jun 4, 2013
28
SEC EDGARForm 4 filed Mar 26, 2013