Form 4 for EVRG Evergy
Accepted 2024-03-05 00:00:00 ET · period of report 2024-03-01 · accession 0001127602-24-008677 · 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 | 2024-03-05 | 2024-03-02 | EVRG | Caisley Charles A. | SVP - PA, CHIEF CO | F - Tax | $49.12 | -2,221 | 36.3K | -6% | -$109.1K |
| D | 2024-03-05 | 2024-03-02 | EVRG | Caisley Charles A. | SVP - PA, CHIEF CO | A - Grant | $0.00 | +6,211 | 35.3K | +21% | $0 |
| D | 2024-03-05 | 2024-03-02 | EVRG | Caisley Charles A. | SVP - PA, CHIEF CO | M - OptEx | $0.00 | +3,182 | 37.2K | +9% | $0 |
| D | 2024-03-05 | 2024-03-02 | EVRG | Caisley Charles A. | SVP - PA, CHIEF CO | M - OptEx | $0.00 | -3,182 | 21.6K | -13% | $0 |
| D | 2024-03-05 | 2024-03-01 | EVRG | Caisley Charles A. | SVP - PA, CHIEF CO | A - Grant | $0.00 | +4,371 | 24.8K | +21% | $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 | F | D | 1,288 | $49.12 | 34,011 | D | — | — | (F3) Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 2, 2024. |
| 2 | Common | Common Stock | 2024-03-02 | A | A | 6,211 | $0.00 | 35,299 | D | — | — | (F1) Award of common stock in settlement of performance share units. (F2) Includes 320 shares acquired through reinvestment of dividends. |
| 3 | Common | Common Stock | 2024-03-02 | M | A | 3,182 | $0.00 | 37,193 | D | — | — | (F4) Reflects vesting of 2,836 restricted stock units (plus reinvested dividends related to those units). (F5) Restricted stock units convert to stock on a one-for-one basis. |
| 4 | Common | Common Stock | 2024-03-02 | F | D | 933 | $49.12 | 36,260 | D | — | — | (F6) Relinquished to Evergy for withholding taxes incident to the vesting of restricted stock units on March 2, 2024. |
| 5 | Derivative | Restricted Stock Units | 2024-03-02 | M | D | 3,182 | $0.00 | 21,648 | D | — · — to — | 3,182 Common Stock | (F4) Reflects vesting of 2,836 restricted stock units (plus reinvested dividends related to those units). (F5) Restricted stock units convert to stock on a one-for-one basis. (F7) Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 9,459 units (plus reinvested dividends related to those units) vest on August 12, 2024, (ii) 3,066 units (plus reinvested dividends related to those units) vest on March 1, 2025, (iii) 3,373 units (plus reinvested dividends related to those units) vest on March 1, 2026, and (iv) 4,371 units (plus reinvested dividends related to those units) vest on March 1, 2027. |
| 6 | Derivative | Restricted Stock Units | 2024-03-01 | A | A | 4,371 | $0.00 | 24,830 | D | — · — to — | 4,371 Common Stock | (F8) Includes 883 restricted stock units acquired through reinvestment of dividends, a portion of which is accounted for in the current transaction. (F5) Restricted stock units convert to stock on a one-for-one basis. (F7) Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 9,459 units (plus reinvested dividends related to those units) vest on August 12, 2024, (ii) 3,066 units (plus reinvested dividends related to those units) vest on March 1, 2025, (iii) 3,373 units (plus reinvested dividends related to those units) vest on March 1, 2026, and (iv) 4,371 units (plus reinvested dividends related to those units) vest on March 1, 2027. |