Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evergy, Inc.EVRG · Entity 3282 | Director | January 02, 2020 | January 06, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Evergy, Inc.
Report date January 02, 2020 · Filed January 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,191 |
Reported balance
After 2020-01-02 transaction · row 1
1 source rowRow 1 · 2020-01-02 · Grant · Acquired 1,998 · Balance 42,191 F1: Shares received as partial retainer fee. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 337 |
Reported balance
Holding disclosure · report date 2020-01-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 337 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares received as partial retainer fee.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Crestwood Equity Partners LP
Report date November 03, 2023 · Filed November 07, 2023
Section 16 reporting ended · disclosed 2023-11-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-11-03 transaction · row 1
1 source rowRow 1 · 2023-11-03 · Disposition to issuer · Disposed 38,238 · Balance 0 F1: On November 3, 2023 (the "Closing Date"), pursuant to the Agreement and Plan of Merger, dated as of August 16, 2023 (the "Merger Agreement"), by and among the Issuer, Energy Transfer LP ("Energy Transfer"), Pachyderm Merger Sub LLC, a direct wholly owned subsidiary of Energy Transfer ("Merger Sub"), and, solely for the purposes set forth therein, LE GP, LLC, the Issuer merged with and into Merger Sub, with Merger Sub surviving as a direct wholly owned subsidiary of Energy Transfer (the "Merger"). F2: Pursuant to the Merger Agreement, immediately prior to the effective time of the Merger (the "Effective Time"), each outstanding restricted unit of the Issuer that was granted on or after January 1, 2023 (each, a "2023 Issuer Restricted Unit") converted into the right to receive the common unit merger consideration (as defined below), subject to the same restrictions and other terms and conditions (including as to vesting and forfeiture and any so-called "double-trigger" protection) that were applicable to such 2023 Issuer Restricted Unit immediately prior to such conversion. The average closing price of a common unit representing limited partnership interests in Energy Transfer (each, an "Energy Transfer common unit") for the ten (10) trading days immediately preceding the Closing Date was $13.45. F3: Pursuant to the Merger Agreement, each eligible common unit of the Issuer that was issued and outstanding immediately prior to the Effective Time was converted into the right to receive 2.07 Energy Transfer common units (the "common unit merger consideration"). The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45. |
| Common UnitsSEC Table I · non-derivative | IndirectTrustee of the John J. Sherman 2005 Grantor Retained Annuity Trust I. | 0 |
Reported balance
After 2023-11-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-11-03 · Disposition to issuer · Disposed 96,407 · Balance 0 F1: On November 3, 2023 (the "Closing Date"), pursuant to the Agreement and Plan of Merger, dated as of August 16, 2023 (the "Merger Agreement"), by and among the Issuer, Energy Transfer LP ("Energy Transfer"), Pachyderm Merger Sub LLC, a direct wholly owned subsidiary of Energy Transfer ("Merger Sub"), and, solely for the purposes set forth therein, LE GP, LLC, the Issuer merged with and into Merger Sub, with Merger Sub surviving as a direct wholly owned subsidiary of Energy Transfer (the "Merger"). F2: Pursuant to the Merger Agreement, immediately prior to the effective time of the Merger (the "Effective Time"), each outstanding restricted unit of the Issuer that was granted on or after January 1, 2023 (each, a "2023 Issuer Restricted Unit") converted into the right to receive the common unit merger consideration (as defined below), subject to the same restrictions and other terms and conditions (including as to vesting and forfeiture and any so-called "double-trigger" protection) that were applicable to such 2023 Issuer Restricted Unit immediately prior to such conversion. The average closing price of a common unit representing limited partnership interests in Energy Transfer (each, an "Energy Transfer common unit") for the ten (10) trading days immediately preceding the Closing Date was $13.45. F3: Pursuant to the Merger Agreement, each eligible common unit of the Issuer that was issued and outstanding immediately prior to the Effective Time was converted into the right to receive 2.07 Energy Transfer common units (the "common unit merger consideration"). The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45. |
| Common UnitsSEC Table I · non-derivative | IndirectTrustee and sole beneficiary of the John J. Sherman Revocable Trust. | 0 |
Reported balance
After 2023-11-03 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2023-11-03 · Disposition to issuer · Disposed 3,110,818 · Balance 0 F1: On November 3, 2023 (the "Closing Date"), pursuant to the Agreement and Plan of Merger, dated as of August 16, 2023 (the "Merger Agreement"), by and among the Issuer, Energy Transfer LP ("Energy Transfer"), Pachyderm Merger Sub LLC, a direct wholly owned subsidiary of Energy Transfer ("Merger Sub"), and, solely for the purposes set forth therein, LE GP, LLC, the Issuer merged with and into Merger Sub, with Merger Sub surviving as a direct wholly owned subsidiary of Energy Transfer (the "Merger"). F2: Pursuant to the Merger Agreement, immediately prior to the effective time of the Merger (the "Effective Time"), each outstanding restricted unit of the Issuer that was granted on or after January 1, 2023 (each, a "2023 Issuer Restricted Unit") converted into the right to receive the common unit merger consideration (as defined below), subject to the same restrictions and other terms and conditions (including as to vesting and forfeiture and any so-called "double-trigger" protection) that were applicable to such 2023 Issuer Restricted Unit immediately prior to such conversion. The average closing price of a common unit representing limited partnership interests in Energy Transfer (each, an "Energy Transfer common unit") for the ten (10) trading days immediately preceding the Closing Date was $13.45. F3: Pursuant to the Merger Agreement, each eligible common unit of the Issuer that was issued and outstanding immediately prior to the Effective Time was converted into the right to receive 2.07 Energy Transfer common units (the "common unit merger consideration"). The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 3, 2023 (the "Closing Date"), pursuant to the Agreement and Plan of Merger, dated as of August 16, 2023 (the "Merger Agreement"), by and among the Issuer, Energy Transfer LP ("Energy Transfer"), Pachyderm Merger Sub LLC, a direct wholly owned subsidiary of Energy Transfer ("Merger Sub"), and, solely for the purposes set forth therein, LE GP, LLC, the Issuer merged with and into Merger Sub, with Merger Sub surviving as a direct wholly owned subsidiary of Energy Transfer (the "Merger").
F2: Pursuant to the Merger Agreement, immediately prior to the effective time of the Merger (the "Effective Time"), each outstanding restricted unit of the Issuer that was granted on or after January 1, 2023 (each, a "2023 Issuer Restricted Unit") converted into the right to receive the common unit merger consideration (as defined below), subject to the same restrictions and other terms and conditions (including as to vesting and forfeiture and any so-called "double-trigger" protection) that were applicable to such 2023 Issuer Restricted Unit immediately prior to such conversion. The average closing price of a common unit representing limited partnership interests in Energy Transfer (each, an "Energy Transfer common unit") for the ten (10) trading days immediately preceding the Closing Date was $13.45.
F3: Pursuant to the Merger Agreement, each eligible common unit of the Issuer that was issued and outstanding immediately prior to the Effective Time was converted into the right to receive 2.07 Energy Transfer common units (the "common unit merger consideration"). The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45.
GREAT PLAINS ENERGY INC
Report date June 04, 2018 · Filed June 05, 2018
Section 16 reporting ended · disclosed 2018-06-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-06-04 transaction · row 1
1 source rowRow 1 · 2018-06-04 · Disposition to issuer · Disposed 61,604 · Balance 0 F1: Disposed of pursuant to that certain Amended and Restated Agreement and Plan of Merger dated as of July 9, 2017 by and among Great Plains Energy Incorporated ("Great Plains Energy"), Westar Energy, Inc., Evergy, Inc. ("Evergy") (formerly Monarch Energy Holding, Inc.), King Energy, Inc., and for certain limited purposes, GP Star, Inc. in exchange for shares of Evergy common stock at an exchange ratio of 0.5981 for each Great Plains Energy share on the effective date of the merger. On the effective date of the merger, the closing price of Great Plains Energy's common stock was $31.99 per share, and Evergy's common stock had not yet commenced trading on the New York Stock Exchange. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to that certain Amended and Restated Agreement and Plan of Merger dated as of July 9, 2017 by and among Great Plains Energy Incorporated ("Great Plains Energy"), Westar Energy, Inc., Evergy, Inc. ("Evergy") (formerly Monarch Energy Holding, Inc.), King Energy, Inc., and for certain limited purposes, GP Star, Inc. in exchange for shares of Evergy common stock at an exchange ratio of 0.5981 for each Great Plains Energy share on the effective date of the merger. On the effective date of the merger, the closing price of Great Plains Energy's common stock was $31.99 per share, and Evergy's common stock had not yet commenced trading on the New York Stock Exchange.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 03, 2023 Filed Nov 7, 2023 21:49 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | Disposition to issuerCommon Units | 3,110,818 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-020255 · doc4.xml · nonDerivative · entry 3 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee and sole beneficiary of the John J. Sherman Revocable Trust. Disclosed balance after: 0 F1 · price: On November 3, 2023 (the "Closing Date"), pursuant to the Agreement and Plan of Merger, dated as of August 16, 2023 (the "Merger Agreement"), by and among the Issuer, Energy Transfer LP ("Energy Transfer"), Pachyderm Merger Sub LLC, a direct wholly owned subsidiary of Energy Transfer ("Merger Sub"), and, solely for the purposes set forth therein, LE GP, LLC, the Issuer merged with and into Merger Sub, with Merger Sub surviving as a direct wholly owned subsidiary of Energy Transfer (the "Merger"). F2 · price: Pursuant to the Merger Agreement, immediately prior to the effective time of the Merger (the "Effective Time"), each outstanding restricted unit of the Issuer that was granted on or after January 1, 2023 (each, a "2023 Issuer Restricted Unit") converted into the right to receive the common unit merger consideration (as defined below), subject to the same restrictions and other terms and conditions (including as to vesting and forfeiture and any so-called "double-trigger" protection) that were applicable to such 2023 Issuer Restricted Unit immediately prior to such conversion. The average closing price of a common unit representing limited partnership interests in Energy Transfer (each, an "Energy Transfer common unit") for the ten (10) trading days immediately preceding the Closing Date was $13.45. F3 · price: Pursuant to the Merger Agreement, each eligible common unit of the Issuer that was issued and outstanding immediately prior to the Effective Time was converted into the right to receive 2.07 Energy Transfer common units (the "common unit merger consideration"). The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45. Read SEC document |
| November 03, 2023 Filed Nov 7, 2023 21:49 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | Disposition to issuerCommon Units | 96,407 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-020255 · doc4.xml · nonDerivative · entry 2 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee of the John J. Sherman 2005 Grantor Retained Annuity Trust I. Disclosed balance after: 0 F1 · price: On November 3, 2023 (the "Closing Date"), pursuant to the Agreement and Plan of Merger, dated as of August 16, 2023 (the "Merger Agreement"), by and among the Issuer, Energy Transfer LP ("Energy Transfer"), Pachyderm Merger Sub LLC, a direct wholly owned subsidiary of Energy Transfer ("Merger Sub"), and, solely for the purposes set forth therein, LE GP, LLC, the Issuer merged with and into Merger Sub, with Merger Sub surviving as a direct wholly owned subsidiary of Energy Transfer (the "Merger"). F2 · price: Pursuant to the Merger Agreement, immediately prior to the effective time of the Merger (the "Effective Time"), each outstanding restricted unit of the Issuer that was granted on or after January 1, 2023 (each, a "2023 Issuer Restricted Unit") converted into the right to receive the common unit merger consideration (as defined below), subject to the same restrictions and other terms and conditions (including as to vesting and forfeiture and any so-called "double-trigger" protection) that were applicable to such 2023 Issuer Restricted Unit immediately prior to such conversion. The average closing price of a common unit representing limited partnership interests in Energy Transfer (each, an "Energy Transfer common unit") for the ten (10) trading days immediately preceding the Closing Date was $13.45. F3 · price: Pursuant to the Merger Agreement, each eligible common unit of the Issuer that was issued and outstanding immediately prior to the Effective Time was converted into the right to receive 2.07 Energy Transfer common units (the "common unit merger consideration"). The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45. Read SEC document |
| November 03, 2023 Filed Nov 7, 2023 21:49 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | Disposition to issuerCommon Units | 38,238 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-020255 · doc4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: On November 3, 2023 (the "Closing Date"), pursuant to the Agreement and Plan of Merger, dated as of August 16, 2023 (the "Merger Agreement"), by and among the Issuer, Energy Transfer LP ("Energy Transfer"), Pachyderm Merger Sub LLC, a direct wholly owned subsidiary of Energy Transfer ("Merger Sub"), and, solely for the purposes set forth therein, LE GP, LLC, the Issuer merged with and into Merger Sub, with Merger Sub surviving as a direct wholly owned subsidiary of Energy Transfer (the "Merger"). F2 · price: Pursuant to the Merger Agreement, immediately prior to the effective time of the Merger (the "Effective Time"), each outstanding restricted unit of the Issuer that was granted on or after January 1, 2023 (each, a "2023 Issuer Restricted Unit") converted into the right to receive the common unit merger consideration (as defined below), subject to the same restrictions and other terms and conditions (including as to vesting and forfeiture and any so-called "double-trigger" protection) that were applicable to such 2023 Issuer Restricted Unit immediately prior to such conversion. The average closing price of a common unit representing limited partnership interests in Energy Transfer (each, an "Energy Transfer common unit") for the ten (10) trading days immediately preceding the Closing Date was $13.45. F3 · price: Pursuant to the Merger Agreement, each eligible common unit of the Issuer that was issued and outstanding immediately prior to the Effective Time was converted into the right to receive 2.07 Energy Transfer common units (the "common unit merger consideration"). The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45. Read SEC document |
| January 10, 2023 Filed Jan 11, 2023 17:33 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | GrantCommon Units | 4,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-003047 · doc4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,238 F1 · shares: Restricted units granted under the Crestwood Equity Partners LP 2018 Long Term Incentive Plan, as amended. The restricted units vest on the first anniversary of the grant date. Read SEC document |
| January 05, 2022 Filed Jan 5, 2022 18:29 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | GrantCommon Units | 3,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001956 · doc4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,038 F1 · shares: Restricted units granted under the 2018 Crestwood Equity Partners LP Long Term Incentive Plan, as amended. The restricted units vest on January 5, 2023. Read SEC document |
| January 05, 2021 Filed Jan 5, 2021 17:33 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | GrantCommon Units | 5,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001361 · doc4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,052 F1 · shares: Restricted units granted under the 2018 Crestwood Equity Partners LP Long Term Incentive Plan. The restricted units vest on January 5, 2022. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 17:26 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | GrantCommon Units | 3,569 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001260 · doc4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,257 F1 · shares: Restricted units granted under the 2018 Crestwood Equity Partners LP Long Term Incentive Plan. The restricted units vest on January 2, 2021. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 22:34 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 1,998 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001232 · form4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,191 F1 · price: Shares received as partial retainer fee. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 16:28 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | GrantCommon Units | 3,582 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-001960 · doc4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,688 F1 · shares: Restricted units granted under the Crestwood Equity Partners LP 2018 Long Term Incentive Plan. The restricted units vest on January 2, 2020. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:38 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 2,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-001411 · form4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,193 F1 · price: Shares received as partial retainer fee. F2 · balance_after: Includes 321 shares acquired through the reinvestment of dividends Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 22:30 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021478 · form4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,582 F1 · price: As disclosed by Evergy, Inc. ("Evergy") in a Current Report on Form 8-K, dated June 4, 2018, each member of Evergy's board of directors who is a former non-employee member of the Great Plains Energy Incorporated board of directors is entitled to a stock award with a value of $40,000. The award was subject to Evergy having an effective Registration Statement on Form S-8, which occurred on June 15, 2018. The number of shares was determined by dividing the award by $54.25, the closing price of Evergy common stock on June 5, 2018, the date on which Evergy shares were listed on the New York Stock Exchange. Read SEC document |
| June 04, 2018 Filed Jun 5, 2018 17:47 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | Disposition to issuerCommon Stock | 61,604 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-020049 · form4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to that certain Amended and Restated Agreement and Plan of Merger dated as of July 9, 2017 by and among Great Plains Energy Incorporated ("Great Plains Energy"), Westar Energy, Inc., Evergy, Inc. ("Evergy") (formerly Monarch Energy Holding, Inc.), King Energy, Inc., and for certain limited purposes, GP Star, Inc. in exchange for shares of Evergy common stock at an exchange ratio of 0.5981 for each Great Plains Energy share on the effective date of the merger. On the effective date of the merger, the closing price of Great Plains Energy's common stock was $31.99 per share, and Evergy's common stock had not yet commenced trading on the New York Stock Exchange. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 22:04 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 337 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-020214 · form4.xml · nonDerivative · entry 2 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 337 F2 · price: Received in exchange for Westar common stock in connection with the Merger Agreement. Upon closing of the merger, each outstanding share of Westar common stock was converted into one share of common stock of Evergy. On the effective date of the merger, the closing price of Westar's common stock was $54.00 per share, and Evergy's common stock had not yet commenced trading on the New York Stock Exchange. All of the transactions reported in this Form 4 occurred simultaneously upon closing of the merger. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 22:04 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 36,845 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-020214 · form4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,845 F1 · price: Received in exchange for 61,604 shares of Great Plains Energy Incorporated ("Great Plains Energy") common stock in connection with that certain Amended and Restated Agreement and Plan of Merger ("Merger Agreement") dated as of July 9, 2017 by and among Great Plains Energy, Westar Energy, Inc. ("Westar"), Evergy, Inc. ("Evergy"), King Energy, and for a limited purpose, GP Star, Inc. Upon closing of the merger, each outstanding share of Great Plains Energy common stock was converted into the right to receive 0.5981 a share of Evergy. On the effective date of the merger, the closing price of Great Plains Energy's common stock was $31.99 per share, and Evergy's common stock had not yet commenced trading on the New York Stock Exchange. All of the transactions reported in this Form 4 occurred simultaneously upon closing of the merger. Read SEC document |
| May 25, 2018 Filed May 29, 2018 17:42 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | GrantCommon Stock | 2,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019111 · form4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,604 F1 · shares: Director Shares acquired under the Long-Term Incentive Plan. Read SEC document |
| March 27, 2018 Filed Mar 28, 2018 18:59 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | GrantCommon Stock | 723 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-012966 · form4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,509 F1 · shares: Director Shares acquired under the Long-Term Incentive Plan. F2 · balance_after: Amount includes 257 shares acquired between December 27, 2017 and March 27, 2018, through participation in the Company's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| January 04, 2018 Filed Jan 4, 2018 19:00 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | GrantCommon Units | 3,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-002236 · doc4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,106 F1 · shares: Restricted units granted under the Crestwood Equity Partners LP Long Term Incentive Plan, as amended. The restricted units vest on January 4, 2019. Read SEC document |
| December 27, 2017 Filed Dec 28, 2017 17:20 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | GrantCommon Stock | 703 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-035572 · form4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,529 F1 · shares: Director Shares acquired under the Long-Term Incentive Plan. F2 · balance_after: Amount includes 234 shares acquired between September 27, 2017, and December 27, 2017, through participation in the Company's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 18:24 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | GrantCommon Stock | 746 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-028346 · form4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,592 F1 · shares: Director Shares acquired under the Long-Term Incentive Plan. F2 · balance_after: Amount includes 239 shares acquired between June 28, 2017, and September 27, 2017, through participation in the Company's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| June 28, 2017 Filed Jun 29, 2017 17:36 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | GrantCommon Stock | 767 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-022410 · form4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,607 F1 · shares: Director Shares acquired under the Long-Term Incentive Plan. F2 · balance_after: Amount includes 236 shares acquired between March 29, 2017, and June 28, 2017, through participation in the Company's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| March 29, 2017 Filed Mar 30, 2017 18:18 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | GrantCommon Stock | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-013332 · form4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,604 F1 · shares: Director Shares acquired under the Long-Term Incentive Plan. F2 · balance_after: Amount includes 237 shares acquired between December 28, 2016, and March 29, 2017, through participation in the Company's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 17:22 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | GrantCommon Units | 3,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-002246 · doc4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,231 F1 · shares: Restricted units granted under the Crestwood Equity Partners LP Long Term Incentive Plan, as amended. The restricted units vest on January 3, 2018. Read SEC document |
| December 28, 2016 Filed Dec 29, 2016 17:24 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | GrantCommon Stock | 734 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-071040 · form4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,675 F1 · shares: Director Shares acquired under the Long-Term Incentive Plan. F2 · balance_after: Amount includes 234 shares acquired between September 28, 2016, and December 28, 2016, through participation in the Company's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| September 28, 2016 Filed Sep 30, 2016 17:36 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | GrantCommon Stock | 719 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-063567 · form4.xml · nonDerivative · entry 1 SHERMAN JOHN J · CIK 0001193467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,707 F1 · shares: Director Shares acquired under the Long-Term Incentive Plan. F2 · balance_after: Amount includes 221 shares acquired between June 28, 2016, and September 28, 2016, through participation in the Company's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.