Charles A. Caisley - 01 Mar 2024 Form 4 Insider Report for Evergy, Inc. (EVRG)

Role
SVP - PA & CHIEF CO
Signature
Executed on behalf of Charles A. Caisley by Christie Dasek-Kaine, attorney-in-fact
Issuer symbol
EVRG
Transactions as of
01 Mar 2024
Net transactions value
-$109,096
Form type
4
Filing time
05 Mar 2024, 17:57:49 UTC
Previous filing
07 Mar 2023
Next filing
14 Aug 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction EVRG Common Stock Award $0 +6,211 +21% $0.000000 35,299 02 Mar 2024 Direct F1, F2
transaction EVRG Common Stock Tax liability $63,267 -1,288 -3.6% $49.12 34,011 02 Mar 2024 Direct F3
transaction EVRG Common Stock Options Exercise $0 +3,182 +9.4% $0.000000 37,193 02 Mar 2024 Direct F4, F5
transaction EVRG Common Stock Tax liability $45,829 -933 -2.5% $49.12 36,260 02 Mar 2024 Direct F6
holding EVRG Common Stock 59 01 Mar 2024 By Daughter
holding EVRG Common Stock 418 01 Mar 2024 By Wife

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction EVRG Restricted Stock Units Award $0 +4,371 +21% $0.000000 24,830 01 Mar 2024 Common Stock 4,371 Direct F5, F7, F8
transaction EVRG Restricted Stock Units Options Exercise $0 -3,182 -13% $0.000000 21,648 02 Mar 2024 Common Stock 3,182 Direct F4, F5, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Award of common stock in settlement of performance share units.
F2 Includes 320 shares acquired through reinvestment of dividends.
F3 Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 2, 2024.
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.
F6 Relinquished to Evergy for withholding taxes incident to the vesting of restricted stock units on March 2, 2024.
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.
F8 Includes 883 restricted stock units acquired through reinvestment of dividends, a portion of which is accounted for in the current transaction.