Lloyd M. Yates's Insider Trades & SAST Disclosures
Lloyd M. Yates's most recent trade in Marsh & McLennan Cos., Inc. was a trade of 180 Restricted Stk. Units-Dir. Stk. Plan done . Disclosure was reported to the exchange on May 15, 2025.
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Marsh & McLennan Cos., Inc. | Lloyd M. Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2025 | 180 | 9,063 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| Marsh & McLennan Cos., Inc. | Lloyd M. Yates | Director | Other type of transaction at price $ 0.00 per share. | 15 May 2025 | 32 | 9,096 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| NiSource Inc | Lloyd M. Yates | Director, Director and President & CEO | Grant, award, or other acquisition of securities at price $ 40.81 per share. | 28 Feb 2025 | 233,689 | 476,608 (0%) | 0% | 40.8 | 9,536,848 | Common Stock |
| NiSource Inc | Lloyd M. Yates | Director, Director and President & CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 40.81 per share. | 28 Feb 2025 | 96,164 | 380,444 (0%) | 0% | 40.8 | 3,924,453 | Common Stock |
| NiSource Inc | Lloyd M. Yates | Director, Director and President & CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 40.81 per share. | 28 Feb 2025 | 12,653 | 367,791 (0%) | 0% | 40.8 | 516,369 | Common Stock |
| Marsh & McLennan Cos., Inc. | Lloyd M. Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 14 Feb 2025 | 173 | 8,883 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| Marsh & McLennan Cos., Inc. | Lloyd M. Yates | Director | Other type of transaction at price $ 0.00 per share. | 14 Feb 2025 | 30 | 8,710 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| NiSource Inc | Lloyd M. Yates | Director, Director and President & CEO | Grant, award, or other acquisition of securities at price $ 37.60 per share. | 23 Jan 2025 | 47,872 | 242,815 (0%) | 0% | 37.6 | 1,799,987 | Common Stock |
| NiSource Inc | Lloyd M Yates | Director, Director and President & CEO | Grant, award, or other acquisition of securities at price $ 25.56 per share. | 25 Jan 2024 | 62,598 | 194,018 (0%) | 0% | 25.6 | 1,600,005 | Common Stock |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Nov 2023 | 200 | 6,814 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Other type of transaction at price $ 0.00 per share. | 15 Nov 2023 | 23 | 6,838 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| NiSource Inc | Lloyd M Yates | Director, Director and President & CEO | Purchase of securities on an exchange or from another person at price $ 26.44 per share. | 23 Aug 2023 | 40,000 | 131,242 (0%) | 0% | 26.4 | 1,057,600 | Common Stock |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Aug 2023 | 208 | 6,590 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Other type of transaction at price $ 0.00 per share. | 15 Aug 2023 | 23 | 6,614 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jun 2023 | 1,157 | 6,382 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2023 | 207 | 5,208 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Other type of transaction at price $ 0.00 per share. | 15 May 2023 | 16 | 5,224 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Feb 2023 | 219 | 4,984 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Other type of transaction at price $ 0.00 per share. | 15 Feb 2023 | 16 | 5,001 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| NiSource Inc | Lloyd M Yates | Director, Director and President & CEO | Grant, award, or other acquisition of securities at price $ 27.54 per share. | 26 Jan 2023 | 36,311 | 90,855 (0%) | 0% | 27.5 | 1,000,005 | Common Stock |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Nov 2022 | 224 | 4,749 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Other type of transaction at price $ 0.00 per share. | 15 Nov 2022 | 16 | 4,765 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Aug 2022 | 218 | 4,509 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Other type of transaction at price $ 0.00 per share. | 15 Aug 2022 | 14 | 4,524 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jun 2022 | 1,189 | 4,291 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Other type of transaction at price $ 0.00 per share. | 13 May 2022 | 10 | 3,101 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| Sonoco Products Co. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Mar 2022 | 45 | 5,654 | - | - | Phantom Stock Units | |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Other type of transaction at price $ 0.00 per share. | 15 Feb 2022 | 10 | 3,090 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| NiSource Inc | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 29.27 per share. | 28 Jan 2022 | 30,747 | 54,106 (0%) | 0% | 29.3 | 899,965 | Common Stock |
| Sonoco Products Co. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Jan 2022 | 913 | 5,608 | - | - | Phantom Stock Units | |
| Sonoco Products Co. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Dec 2021 | 35 | 4,695 | - | - | Phantom Stock Units | |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Other type of transaction at price $ 0.00 per share. | 15 Nov 2021 | 9 | 3,079 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| Sonoco Products Co. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Oct 2021 | 540 | 4,660 | - | - | Phantom Stock Units | |
| Sonoco Products Co. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Sep 2021 | 29 | 4,120 | - | - | Phantom Stock Units | |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Other type of transaction at price $ 0.00 per share. | 12 Aug 2021 | 10 | 3,069 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| Sonoco Products Co. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jul 2021 | 487 | 4,090 | - | - | Phantom Stock Units | |
| Sonoco Products Co. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Jun 2021 | 24 | 3,603 | - | - | Phantom Stock Units | |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jun 2021 | 1,375 | 3,059 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| NiSource Inc | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 25.33 per share. | 25 May 2021 | 5,922 | 23,131 (0%) | 0% | 25.3 | 150,004 | Common Stock |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Other type of transaction at price $ 0.00 per share. | 14 May 2021 | 5 | 1,683 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| American Water Works Co. Inc. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 12 May 2021 | 936 | 7,036 (0%) | 0% | 0 | Common Stock | |
| Sonoco Products Co. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2021 | 507 | 3,579 | - | - | Phantom Stock Units | |
| Sonoco Products Co. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Mar 2021 | 21 | 3,071 | - | - | Phantom Stock Units | |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Other type of transaction at price $ 0.00 per share. | 12 Feb 2021 | 6 | 1,677 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| Sonoco Products Co. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 04 Jan 2021 | 556 | 3,049 | - | - | Phantom Stock Units | |
| Sonoco Products Co. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Dec 2020 | 17 | 2,493 | - | - | Phantom Stock Units | |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Sale of securities on an exchange or to another person at price $ 115.17 per share. | 13 Nov 2020 | 6,658 | 24,000 (0%) | 0% | 115.2 | 766,781 | Common Stock |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Other type of transaction at price $ 0.00 per share. | 13 Nov 2020 | 6 | 1,670 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| Sonoco Products Co. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Oct 2020 | 630 | 2,475 | - | - | Phantom Stock Units | |
| Sonoco Products Co. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Sep 2020 | 14 | 1,845 | - | - | Phantom Stock Units | |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Other type of transaction at price $ 0.00 per share. | 14 Aug 2020 | 6 | 1,663 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| Sonoco Products Co. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jul 2020 | 626 | 1,831 | - | - | Phantom Stock Units | |
| Sonoco Products Co. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Jun 2020 | 13 | 1,204 | - | - | Phantom Stock Units | |
| Marsh & McLennan Cos., Inc. | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jun 2020 | 1,657 | 1,657 | - | - | Restricted Stk. Units-Dir. Stk. Plan | |
| NiSource Inc | Lloyd M Yates | Director | Grant, award, or other acquisition of securities at price $ 23.05 per share. | 19 May 2020 | 5,965 | 16,944 (0%) | 0% | 23.1 | 137,500 | Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges