Who
Lloyd M. Yates
Director
Company insider
Files Form 4 as: Director, Marsh; Director and President & CEO, NiSource; Director, Sonoco Products; Director, American Water Works Company; EVPCust&DelivOps;PresCarolinas, Duke Energy Corporation (Holding Company); President & CEO of major sub., Progress Energy.
In numbers
- Trades disclosed
- 317
- Buys
- 4
- Sells
- 42
- Bought
- $1.6M
- Sold
- $17.4M
- Companies
- 6
- Companies where not an officer
- 3
- First trade
- 13 Jan 2006
- Last trade
- 15 Aug 2026
- Last filed
- 18 Aug 2026
Companies traded
Activity over time
1 Nov 2024 – 1 Oct 2026
Buys above the line, sells below, each month.
Every trade
| Traded | Company | What | Amount | |
|---|---|---|---|---|
| 15 Aug 2026filed 18 Aug 2026 | MRSH Marshoption or derivative · Insurance | SEC FORM 4 Code A | $42K223.73 at $188.45 | filing |
| 15 Aug 2026filed 18 Aug 2026 | MRSH Marshoption or derivative · Insurance | SEC FORM 4 Code A | $42K223.73 at $188.45 | filing |
| 14 Aug 2026filed 18 Aug 2026 | MRSH Marshoption or derivative · Insurance | SEC FORM 4 Code J | $12K64.85 at $189.15 | filing |
| 14 Aug 2026filed 18 Aug 2026 | MRSH Marshoption or derivative · Insurance | SEC FORM 4 Code J | $12K64.85 at $189.15 | filing |
| 23 Jul 2026filed 24 Jul 2026 | MRSH MarshInsurance | SEC FORM 4 Sold | $2.1M12,000 at $175.65 | filing |
| 23 Jul 2026filed 24 Jul 2026 | MRSH MarshInsurance | SEC FORM 4 Sold | $2.1M12,000 at $175.65 | filing |
| 1 Jun 2026filed 3 Jun 2026 | MRSH Marshoption or derivative · Insurance | SEC FORM 4 Code A | $215K1,349.82 at $159.28 | filing |
| 1 Jun 2026filed 3 Jun 2026 | MRSH Marshoption or derivative · Insurance | SEC FORM 4 Code A | $215K1,349.82 at $159.28 | filing |
| 21 May 2026filed 26 May 2026 | NI NiSourceElectric Utilities & IPPs | SEC FORM 4 Sold | $950K19,905 at $47.73 | filing |
| 21 May 2026filed 26 May 2026 | NI NiSourceElectric Utilities & IPPs | SEC FORM 4 Sold | $950K19,905 at $47.73 | filing |
| 15 May 2026filed 18 May 2026 | MRSH Marshoption or derivative · Insurance | SEC FORM 4 Code A | $36K225.72 at $160.60 | filing |
| 15 May 2026filed 18 May 2026 | MRSH Marshoption or derivative · Insurance | SEC FORM 4 Code J | $9,67960.27 at $160.60 | filing |
| 15 May 2026filed 18 May 2026 | MRSH Marshoption or derivative · Insurance | SEC FORM 4 Code A | $36K225.72 at $160.60 | filing |
| 15 May 2026filed 18 May 2026 | MRSH Marshoption or derivative · Insurance | SEC FORM 4 Code J | $9,67960.27 at $160.60 | filing |
| 27 Feb 2026filed 3 Mar 2026 | NI NiSourceElectric Utilities & IPPs | SEC FORM 4 Code A | $13.1M275,962 at $47.30 | filing |
| 27 Feb 2026filed 3 Mar 2026 | NI NiSourceElectric Utilities & IPPs | SEC FORM 4 Code F | $5.5M117,285 at $47.30 | filing |
| 27 Feb 2026filed 3 Mar 2026 | NI NiSourceElectric Utilities & IPPs | SEC FORM 4 Code F | $730K15,433 at $47.30 | filing |
| 27 Feb 2026filed 3 Mar 2026 | NI NiSourceElectric Utilities & IPPs | SEC FORM 4 Code A | $13.1M275,962 at $47.30 | filing |
| 27 Feb 2026filed 3 Mar 2026 | NI NiSourceElectric Utilities & IPPs | SEC FORM 4 Code F | $5.5M117,285 at $47.30 | filing |
| 27 Feb 2026filed 3 Mar 2026 | NI NiSourceElectric Utilities & IPPs | SEC FORM 4 Code F | $730K15,433 at $47.30 | filing |
News
NiSource (NYSE:NI) Stock Price Target Cut by JPMorgan Chase & Co.NI · dailypolitical.com · 20 Oct 2026Financial Review: Marsh & McLennan Companies (NYSE:MRSH) and Intact Financial (OTCMKTS:IFCZF)MRSH · dailypolitical.com · 18 Oct 2026NiSource announces long-term agreement with Microsoft expected to increase customer savings and support Indiana's economic growth | GovernmentNI · postregister.com · 18 Oct 2026Microsoft (NASDAQ: MSFT) Secures 1,100 MW Power Deal With NiSource (NYSE: NI) Through 2048 As AI Infrastructure Race Strains U.S. GridNI · foreignpolicyjournal.com · 16 Oct 2026Marsh outlines $600M Thrive savings target through 2028 while reaffirming 2026 underlying growth outlook (NYSE:MRSH)MRSH · seekingalpha.com · 15 Oct 2026Marsh & McLennan Companies (NYSE:MRSH) Stock Sold Off by Rep. Kevin HernMRSH · dailypolitical.com · 15 Oct 2026
0 headlines in the last 90 days name Lloyd M. Yates; 6 articles from the last 14 days about the 2 companies they traded most, at most three about any one of them.