Form 4 for EVRG Evergy
Accepted 2024-03-05 00:00:00 ET · period of report 2024-03-01 · accession 0001127602-24-008685 · 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 | 2024-03-01 | EVRG | Elwell Lesley Lissette | SVP, CHIEF HRO, CHIEF DO | M - OptEx | $0.00 | +2,416 | 3,864 | +167% | $0 |
| D | 2024-03-05 | 2024-03-01 | EVRG | Elwell Lesley Lissette | SVP, CHIEF HRO, CHIEF DO | F - Tax | $49.12 | -823 | 3,041 | -21% | -$40.4K |
| DM | 2024-03-05 | 2024-03-01 | EVRG | Elwell Lesley Lissette | SVP, CHIEF HRO, CHIEF DO | A - Grant | $0.00 | +9,770 | 15.5K | +170% | $0 |
| D | 2024-03-05 | 2024-03-01 | EVRG | Elwell Lesley Lissette | SVP, CHIEF HRO, CHIEF DO | M - OptEx | $0.00 | -2,416 | 15.9K | -13% | $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 | 2024-03-01 | M | A | 2,416 | $0.00 | 3,864 | D | — | — | (F1) Reflects vesting of 2,210 restricted stock units (plus reinvested dividends related to those units). (F2) Restricted stock units convert to stock on a one-for-one basis. (F3) Includes 1 share acquired through reinvestment of dividends. |
| 2 | Common | Common Stock | 2024-03-01 | F | D | 823 | $49.12 | 3,041 | D | — | — | (F4) Relinquished to Evergy, Inc. for withholding taxes incident to the vesting of restricted stock units on March 1, 2024. |
| 3 | Derivative | Restricted Stock Units | 2024-03-01 | A | A | 2,753 | $0.00 | 18,273 | D | — · — to — | 2,753 Common Stock | (F2) 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) 1,841 units (plus reinvested dividends related to those units) vest on September 7, 2024, (ii) 1,763 units (plus reinvested dividends related to those units) vest on March 1, 2025, (iii) 2,069 units (plus reinvested dividends related to those units) vest on March 1, 2026, and (iv) 2,753 units (plus reinvested dividends related to those units) vest on March 1, 2027. |
| 4 | Derivative | Restricted Stock Units | 2024-03-01 | M | D | 2,416 | $0.00 | 15,857 | D | — · — to — | 2,416 Common Stock | (F1) Reflects vesting of 2,210 restricted stock units (plus reinvested dividends related to those units). (F2) 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) 1,841 units (plus reinvested dividends related to those units) vest on September 7, 2024, (ii) 1,763 units (plus reinvested dividends related to those units) vest on March 1, 2025, (iii) 2,069 units (plus reinvested dividends related to those units) vest on March 1, 2026, and (iv) 2,753 units (plus reinvested dividends related to those units) vest on March 1, 2027. |
| 5 | Derivative | Restricted Stock Units | 2024-03-01 | A | A | 7,017 | $0.00 | 15,520 | D | — · — to — | 7,017 Common Stock | (F6) Includes 104 restricted stock units acquired through reinvestment of dividends, a portion of which is accounted for in the current transaction. (F2) Restricted stock units convert to stock on a one-for-one basis. (F5) The restricted stock units reported are subject to the terms of a grant agreement and the Long-Term Incentive Plan, including in general, continued employment, vest in 1/3 increments on the anniversary of the grant date (2,339 units annually plus reinvested dividends related to those units vest on March 1, 2025, 2026 and 2027 respectively). |