Form 4 for EVRG Evergy
Accepted 2023-03-07 00:00:00 ET · period of report 2023-03-03 · accession 0001127602-23-009303 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2023-03-07 | 2023-03-03 | EVRG | Caisley Charles A. | SVP - PA, CHIEF CO | F - Tax | $59.53 | -1,025 | 28.8K | -3% | -$61.0K |
| D | 2023-03-07 | 2023-03-03 | EVRG | Caisley Charles A. | SVP - PA, CHIEF CO | M - OptEx | $0.00 | +1,234 | 29.2K | +4% | $0 |
| D | 2023-03-07 | 2023-03-03 | EVRG | Caisley Charles A. | SVP - PA, CHIEF CO | A - Grant | $0.00 | +2,762 | 28.6K | +11% | $0 |
| D | 2023-03-07 | 2023-03-03 | EVRG | Caisley Charles A. | SVP - PA, CHIEF CO | M - OptEx | $0.00 | -1,234 | 19.6K | -6% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2023-03-03 | F | D | 598 | $59.53 | 27,961 | D | — | — | (F2) Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 3, 2023. |
| 2 | Common | Common Stock | 2023-03-03 | F | D | 427 | $59.53 | 28,768 | D | — | — | (F5) Relinquished to Evergy for withholding taxes incident to the vesting of restricted stock units on March 3, 2023. |
| 3 | Common | Common Stock | 2023-03-03 | M | A | 1,234 | $0.00 | 29,195 | D | — | — | (F3) Reflects vesting of 1,108 restricted stock units (plus reinvested dividends related to those units). (F4) Restricted stock units convert to stock on a one-for-one basis. |
| 4 | Common | Common Stock | 2023-03-03 | A | A | 2,762 | $0.00 | 28,559 | D | — | — | (F1) Award of common stock in settlement of performance share units. |
| 5 | Derivative | Restricted Stock Units | 2023-03-03 | M | D | 1,234 | $0.00 | 19,576 | D | — · — to — | 1,234 Common Stock | (F3) Reflects vesting of 1,108 restricted stock units (plus reinvested dividends related to those units). (F4) Restricted stock units convert to stock on a one-for-one basis. (F6) Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 2,836 units (plus reinvested dividends related to those units) vest on March 2, 2024, (ii) 9,459 units (plus reinvested dividends related to those units) vest on August 12, 2024, (iii) 3,066 units (plus reinvested dividends related to those units) vest on March 1, 2025, and (iv) 3,373 units (plus reinvested dividends related to those units) vest on March 1, 2026. |