Form 4 for EVRG Evergy
Accepted 2024-03-05 00:00:00 ET · period of report 2024-03-01 · accession 0001127602-24-008661 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2024-03-05 | 2024-03-02 | EVRG | BUSSER STEVEN P | VP, CAO | M - OptEx | $0.00 | +1,200 | 21.9K | +6% | $0 |
| DM | 2024-03-05 | 2024-03-02 | EVRG | BUSSER STEVEN P | VP, CAO | F - Tax | $49.12 | -954 | 21.5K | -4% | -$46.9K |
| D | 2024-03-05 | 2024-03-02 | EVRG | BUSSER STEVEN P | VP, CAO | A - Grant | $0.00 | +2,343 | 21.3K | +12% | $0 |
| D | 2024-03-05 | 2024-03-01 | EVRG | BUSSER STEVEN P | VP, CAO | A - Grant | $0.00 | +1,331 | 4,629 | +40% | $0 |
| D | 2024-03-05 | 2024-03-02 | EVRG | BUSSER STEVEN P | VP, CAO | M - OptEx | $0.00 | -1,200 | 3,429 | -26% | $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 | 2024-03-02 | M | A | 1,200 | $0.00 | 21,867 | D | — | — | (F3) Reflects vesting of 1,070 restricted stock units (plus reinvested dividends related to those units). (F4) Restricted stock units convert to stock on a one-for-one basis. |
| 2 | Common | Common Stock | 2024-03-02 | F | D | 595 | $49.12 | 20,667 | D | — | — | (F2) Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 2, 2024. |
| 3 | Common | Common Stock | 2024-03-02 | F | D | 359 | $49.12 | 21,508 | D | — | — | (F5) Relinquished to Evergy for withholding taxes incident to the vesting of restricted stock units on March 2, 2024. |
| 4 | Common | Common Stock | 2024-03-02 | A | A | 2,343 | $0.00 | 21,262 | D | — | — | (F1) Award of common stock in settlement of performance share units. |
| 5 | Derivative | Restricted Stock Units | 2024-03-01 | A | A | 1,331 | $0.00 | 4,629 | D | — · — to — | 1,331 Common Stock | (F7) Includes 141 restricted stock units acquired through reinvestment of dividends, a portion of which is accounted for in the current transaction. (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) 945 units (plus reinvested dividends related to those units) vest on March 1, 2025, (ii) 1,027 units (plus reinvested dividends related to those units) vest on March 1, 2026, and (iii) 1,331 units (plus reinvested dividends related to those units) vest on March 1, 2027. |
| 6 | Derivative | Restricted Stock Units | 2024-03-02 | M | D | 1,200 | $0.00 | 3,429 | D | — · — to — | 1,200 Common Stock | (F3) Reflects vesting of 1,070 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) 945 units (plus reinvested dividends related to those units) vest on March 1, 2025, (ii) 1,027 units (plus reinvested dividends related to those units) vest on March 1, 2026, and (iii) 1,331 units (plus reinvested dividends related to those units) vest on March 1, 2027. |