Form 4 for EVRG Evergy
Accepted 2024-03-05 00:00:00 ET · period of report 2024-03-01 · accession 0001127602-24-008691 · 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 | Humphrey Heather A | SVP - GEN COUNSEL, CORP SEC | F - Tax | $49.12 | -2,736 | 73.8K | -4% | -$134.4K |
| D | 2024-03-05 | 2024-03-02 | EVRG | Humphrey Heather A | SVP - GEN COUNSEL, CORP SEC | M - OptEx | $0.00 | +3,991 | 77.8K | +5% | $0 |
| D | 2024-03-05 | 2024-03-02 | EVRG | Humphrey Heather A | SVP - GEN COUNSEL, CORP SEC | A - Grant | $0.00 | +7,788 | 75.3K | +12% | $0 |
| D | 2024-03-05 | 2024-03-01 | EVRG | Humphrey Heather A | SVP - GEN COUNSEL, CORP SEC | A - Grant | $0.00 | +4,185 | 16.7K | +33% | $0 |
| D | 2024-03-05 | 2024-03-02 | EVRG | Humphrey Heather A | SVP - GEN COUNSEL, CORP SEC | M - OptEx | $0.00 | -3,991 | 12.7K | -24% | $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 | 1,163 | $49.12 | 76,596 | D | — | — | (F6) Relinquished to Evergy for withholding taxes incident to the vesting of restricted stock units on March 2, 2024. |
| 2 | Common | Common Stock | 2024-03-02 | M | A | 3,991 | $0.00 | 77,759 | D | — | — | (F4) Reflects vesting of 3,557 restricted stock units (plus reinvested dividends related to those units). (F5) Restricted stock units convert to stock on a one-for-one basis. |
| 3 | Common | Common Stock | 2024-03-02 | A | A | 7,788 | $0.00 | 75,341 | D | — | — | (F1) Award of common stock in settlement of performance shares. (F2) Adjusted by one share due to rounding. |
| 4 | Common | Common Stock | 2024-03-02 | F | D | 1,573 | $49.12 | 73,768 | D | — | — | (F3) Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 2, 2024. |
| 5 | Derivative | Restricted Stock Units | 2024-03-01 | A | A | 4,185 | $0.00 | 16,739 | D | — · — to — | 4,185 Common Stock | (F8) Includes 542 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) 1,544 (plus reinvested dividends related to those units) vest on December 15, 2024, (ii) 3,158 (plus reinvested dividends related to those units) vest on March 1, 2025, (iii) 3,316 units (plus reinvested dividends related to those units) vest on March 1, 2026, and (iv) 4,185 units (plus reinvested dividends related to those units) vest on March 1, 2027. |
| 6 | Derivative | Restricted Stock Units | 2024-03-02 | M | D | 3,991 | $0.00 | 12,748 | D | — · — to — | 3,991 Common Stock | (F4) Reflects vesting of 3,557 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) 1,544 (plus reinvested dividends related to those units) vest on December 15, 2024, (ii) 3,158 (plus reinvested dividends related to those units) vest on March 1, 2025, (iii) 3,316 units (plus reinvested dividends related to those units) vest on March 1, 2026, and (iv) 4,185 units (plus reinvested dividends related to those units) vest on March 1, 2027. |