Lesley L. Elwell - Mar 1, 2024 Form 4 Insider Report for Evergy, Inc. (EVRG)

Role
SVP & CHIEF HRO & CHIEF DO
Signature
Executed on behalf of Lesley L. Elwell by Christie Dasek-Kaine, attorney-in-fact
Stock symbol
EVRG
Transactions as of
Mar 1, 2024
Transactions value $
-$40,426
Form type
4
Date filed
3/5/2024, 06:12 PM
Previous filing
Sep 22, 2023
Next filing
Sep 10, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction EVRG Common Stock Options Exercise $0 +2.42K +166.85% $0.00 3.86K Mar 1, 2024 Direct F1, F2, F3
transaction EVRG Common Stock Tax liability -$40.4K -823 -21.3% $49.12 3.04K Mar 1, 2024 Direct F4

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 +7.02K +82.52% $0.00 15.5K Mar 1, 2024 Common Stock 7.02K Direct F2, F5, F6
transaction EVRG Restricted Stock Units Award $0 +2.75K +17.74% $0.00 18.3K Mar 1, 2024 Common Stock 2.75K Direct F2, F7
transaction EVRG Restricted Stock Units Options Exercise $0 -2.42K -13.22% $0.00 15.9K Mar 1, 2024 Common Stock 2.42K Direct F1, F2, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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.
F4 Relinquished to Evergy, Inc. for withholding taxes incident to the vesting of restricted stock units on March 1, 2024.
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).
F6 Includes 104 restricted stock units acquired through reinvestment of dividends, a portion of which is accounted for in the current transaction.
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.