Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evergy, Inc.EVRG · Entity 3282 | Director | October 02, 2023 | October 03, 2023 |
| Houston Wire & Cable COHWCC · Entity 138073 | Director | March 29, 2018 | March 30, 2018 |
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 October 02, 2023 · Filed October 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Deferred Share UnitsSEC Table II · derivative / convertible security | Direct | 23,115 |
Reported balance
After 2023-10-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-10-02 · Grant · Acquired 444 · Balance 23,115 F1: Director deferred share units represent the right to receive one share of Evergy, Inc. common stock, plus, if applicable, stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person. F2: Director deferred share units received as a partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F3: Includes 252 deferred share units acquired through the reinvestment of dividend equivalents. |
| Common StockSEC Table I · non-derivative | Direct | 80,581 |
Reported balance
Holding disclosure · report date 2023-10-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 80,581 |
| Common StockSEC Table I · non-derivative | IndirectLiving Trust of Spouse | 18,317 |
Reported balance
Holding disclosure · report date 2023-10-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 18,317 |
Filing footnotes · ownership attribution and instrument terms
F1: Director deferred share units represent the right to receive one share of Evergy, Inc. common stock, plus, if applicable, stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.
F2: Director deferred share units received as a partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person.
F3: Includes 252 deferred share units acquired through the reinvestment of dividend equivalents.
Houston Wire & Cable CO
Report date March 29, 2018 · Filed March 30, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| STOCK UNITSEC Table II · derivative / convertible security | Direct | 2,251 |
Reported balance
After 2018-03-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-03-29 · Grant · Acquired 2,251 · Balance 2,251 F1: Issued pursuant to the Houston Wire & Cable Company Nonemployee Directors' Deferred Compensation Plan. Each stock unit represents the right to receive upon settlement one share of HWCC common stock. The stock units will settle upon the reporting person's termination of service on the board of directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Issued pursuant to the Houston Wire & Cable Company Nonemployee Directors' Deferred Compensation Plan. Each stock unit represents the right to receive upon settlement one share of HWCC common stock. The stock units will settle upon the reporting person's termination of service on the board of directors.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WESTAR ENERGY INC /KS
Report date June 04, 2018 · Filed June 04, 2018
Section 16 reporting ended · disclosed 2018-06-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, Par Value $5.00SEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2018-06-04 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2018-06-04 · Grant · Acquired 102,245 · Balance 273,300 F1: Vesting of 102,245 performance-based restricted share units that were granted on 2/24/16, 2/26/17 and 2/21/18. Under the terms of the grants of performance-based restricted share units, the number of shares to be received at vesting is increased or decreased based on the Issuer's Total Shareholder Return as compared to the Total Shareholder Return for a defined Peer Group of companies for the defined Performance Period. Under the terms of a merger agreement between Westar Energy, Inc. and Great Plains Energy Incorporated, performance-based restricted share units vest on the merger closing date at the greater of the target award or the actual number based on the performance criteria. The determination that the performance criteria relating to the grant had been met and the calculation of the number of shares to be distributed were completed on 6/4/18. Row 2 · 2018-06-04 · Tax withholding · Disposed 80,050 · Balance 193,250 F2: Forfeiture of 80,050 shares for the payment of taxes upon the vesting and distribution of 180,495 time-based and performance-based restricted share units granted on 2/24/16, 2/26/17 and 2/21/18. Row 3 · 2018-06-04 · Disposition to issuer · Disposed 193,250 · Balance 0 F3: Shares of Westar Energy, Inc. stock were exchanged for shares of Evergy, Inc. stock pursuant to a merger agreement between Westar Energy, Inc. and Great Plains Energy Incorporated on a 1 to 1 basis. F4: Solely for purposes of this filing, the estimated market value per share of Evergy, Inc. common stock on 6/4/18 was $55.08 per share (the closing stock price of the common stock of Westar Energy, Inc. as reported on the New York Stock Exchange on 6/1/18). |
| Common Stock, Par Value $5.00SEC Table I · non-derivative | IndirectLiving Trust of Spouse | 0 |
Reported balance
After 2018-06-04 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2018-06-04 · Disposition to issuer · Disposed 18,317 · Balance 0 F3: Shares of Westar Energy, Inc. stock were exchanged for shares of Evergy, Inc. stock pursuant to a merger agreement between Westar Energy, Inc. and Great Plains Energy Incorporated on a 1 to 1 basis. F4: Solely for purposes of this filing, the estimated market value per share of Evergy, Inc. common stock on 6/4/18 was $55.08 per share (the closing stock price of the common stock of Westar Energy, Inc. as reported on the New York Stock Exchange on 6/1/18). |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of 102,245 performance-based restricted share units that were granted on 2/24/16, 2/26/17 and 2/21/18. Under the terms of the grants of performance-based restricted share units, the number of shares to be received at vesting is increased or decreased based on the Issuer's Total Shareholder Return as compared to the Total Shareholder Return for a defined Peer Group of companies for the defined Performance Period. Under the terms of a merger agreement between Westar Energy, Inc. and Great Plains Energy Incorporated, performance-based restricted share units vest on the merger closing date at the greater of the target award or the actual number based on the performance criteria. The determination that the performance criteria relating to the grant had been met and the calculation of the number of shares to be distributed were completed on 6/4/18.
F2: Forfeiture of 80,050 shares for the payment of taxes upon the vesting and distribution of 180,495 time-based and performance-based restricted share units granted on 2/24/16, 2/26/17 and 2/21/18.
F3: Shares of Westar Energy, Inc. stock were exchanged for shares of Evergy, Inc. stock pursuant to a merger agreement between Westar Energy, Inc. and Great Plains Energy Incorporated on a 1 to 1 basis.
F4: Solely for purposes of this filing, the estimated market value per share of Evergy, Inc. common stock on 6/4/18 was $55.08 per share (the closing stock price of the common stock of Westar Energy, Inc. as reported on the New York Stock Exchange on 6/1/18).
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 07, 2016 Filed Nov 23, 2016 19:27 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GiftCommon Stock, par value $5.00 | 25,377 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-16-000105 · edgar.xml · nonDerivative · entry 1 RUELLE MARK A · CIK 0001236089 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,734 F1 · balance_after: Includes 89,060 restricted share units that are subject to forfeiture. 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.