Steven P. Busser Christie Dasek-Kaine - 01 Mar 2024 Form 4 Insider Report for Evergy, Inc. (EVRG)

Reporting relationship: VP & CHIEF ACCOUNTING OFFICER
Issuer ticker: EVRG
Reported as of: 01 Mar 2024
Net transaction value: -$46,860
SEC form: 4
Accepted by SEC: 05 Mar 2024, 17:47:30 UTC
Prior SEC filing: 07 Mar 2023
Source filing: View source filing
Reporting owner signature: Executed on behalf of Steven P. Busser by Christie Dasek-Kaine, attorney-in-fact

Key filing fact

Steven P. Busser Christie Dasek-Kaine filed Form 4 for Evergy, Inc. (EVRG) on 05 Mar 2024.

Key facts

This page summarizes Steven P. Busser Christie Dasek-Kaine's Form 4 filing for Evergy, Inc. (EVRG).
6 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 05 Mar 2024, 17:47.

Change

Previous filing in this sequence was filed on 07 Mar 2023.
Current net transaction value: -$46,860.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

EVRG transaction

Common Stock

Award

Transaction value: $0
Shares: +2,343
Change %: +12%
Price: $0.000000
Shares after: 21,262
Date: 02 Mar 2024
Ownership: Direct
Footnotes: F1

EVRG transaction

Common Stock

Tax liability

Transaction value: $29,226
Shares: -595
Change %: -2.8%
Price: $49.12
Shares after: 20,667
Date: 02 Mar 2024
Ownership: Direct
Footnotes: F2

EVRG transaction

Common Stock

Options Exercise

Transaction value: $0
Shares: +1,200
Change %: +5.8%
Price: $0.000000
Shares after: 21,867
Date: 02 Mar 2024
Ownership: Direct
Footnotes: F3, F4

EVRG transaction

Common Stock

Tax liability

Transaction value: $17,634
Shares: -359
Change %: -1.6%
Price: $49.12
Shares after: 21,508
Date: 02 Mar 2024
Ownership: Direct
Footnotes: F5

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

EVRG transaction Derivative

Restricted Stock Units

Award

Transaction value: $0
Shares: +1,331
Change %: +40%
Price: $0.000000
Shares after: 4,629
Date: 01 Mar 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 1,331
Exercise price
Footnotes: F4, F6, F7

EVRG transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value: $0
Shares: -1,200
Change %: -26%
Price: $0.000000
Shares after: 3,429
Date: 02 Mar 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 1,200
Exercise price
Footnotes: F3, F4, F6

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 7 footnotes

Footnote F1

Award of common stock in settlement of performance share units.

Footnote F2

Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 2, 2024.

Footnote F3

Reflects vesting of 1,070 restricted stock units (plus reinvested dividends related to those units).

Footnote F4

Restricted stock units convert to stock on a one-for-one basis.

Footnote F5

Relinquished to Evergy for withholding taxes incident to the vesting of restricted stock units on March 2, 2024.

Footnote F6

Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 945 units (plus reinvested dividends related to those units) vest on March 1, 2025, (ii) 1,027 units (plus reinvested dividends related to those units) vest on March 1, 2026, and (iii) 1,331 units (plus reinvested dividends related to those units) vest on March 1, 2027.

Footnote F7

Includes 141 restricted stock units acquired through reinvestment of dividends, a portion of which is accounted for in the current transaction.