Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evergy, Inc.EVRG · Entity 3282 | EVP & CHIEF STRATEGY OFFICER | February 08, 2022 | March 03, 2022 |
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 February 08, 2022 · Filed March 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,194 |
Ending reported balance
After 2022-03-01 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2022-02-08 · Gift · Disposed 26 · Balance 28,075 Row 2 · 2022-03-01 · Grant · Acquired 11,187 · Balance 39,262 F1: Award of common stock in settlement of performance share units. Row 3 · 2022-03-01 · Tax withholding · Disposed 2,533 · Balance 36,729 F2: Relinquished to the Company for withholding taxes incident to settlement of performance share units on March 1, 2022. Row 4 · 2022-03-01 · Exercise / conversion · Acquired 3,754 · Balance 40,483 F3: Reflects vesting of 3,387 restricted stock units (plus reinvested dividends related to those units). F4: Restricted stock units convert to stock on a one-for-one basis. Row 5 · 2022-03-01 · Tax withholding · Disposed 1,289 · Balance 39,194 F5: Relinquished to the Company for withholding taxes incident to the vesting of restricted stock units on March 1, 2022. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,735 |
Reported balance
After 2022-03-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-03-01 · Exercise / conversion · Disposed 3,754 · Balance 6,735 F4: Restricted stock units convert to stock on a one-for-one basis. F3: Reflects vesting of 3,387 restricted stock units (plus reinvested dividends related to those units). F7: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 3,387 units (plus reinvested dividends related to those units) vested on March 1, 2022, (ii) 2,744 units (plus reinvested dividends related to those units) vest on March 3, 2023, (iii) 3,660 units (plus reinvested dividends related to those units) vest on March 2, 2024, and (iv) 3,155 units (plus reinvested dividends related to those units) vest on March 1, 2025. F8: Includes 259 restricted stock units acquired through the reinvestment of dividends. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,890 |
Reported balance
After 2022-03-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2022-03-01 · Grant · Acquired 3,155 · Balance 9,890 F4: Restricted stock units convert to stock on a one-for-one basis. F7: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 3,387 units (plus reinvested dividends related to those units) vested on March 1, 2022, (ii) 2,744 units (plus reinvested dividends related to those units) vest on March 3, 2023, (iii) 3,660 units (plus reinvested dividends related to those units) vest on March 2, 2024, and (iv) 3,155 units (plus reinvested dividends related to those units) vest on March 1, 2025. |
| Common StockSEC Table I · non-derivative | Indirect401(k) plan account | 2,656 |
Reported balance
Holding disclosure · report date 2022-02-08 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 2,656 F6: Includes 66 shares acquired from investment in the Company's 401(k) Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of common stock in settlement of performance share units.
F2: Relinquished to the Company for withholding taxes incident to settlement of performance share units on March 1, 2022.
F3: Reflects vesting of 3,387 restricted stock units (plus reinvested dividends related to those units).
F4: Restricted stock units convert to stock on a one-for-one basis.
F5: Relinquished to the Company for withholding taxes incident to the vesting of restricted stock units on March 1, 2022.
F6: Includes 66 shares acquired from investment in the Company's 401(k) Plan.
F7: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 3,387 units (plus reinvested dividends related to those units) vested on March 1, 2022, (ii) 2,744 units (plus reinvested dividends related to those units) vest on March 3, 2023, (iii) 3,660 units (plus reinvested dividends related to those units) vest on March 2, 2024, and (iv) 3,155 units (plus reinvested dividends related to those units) vest on March 1, 2025.
F8: Includes 259 restricted stock units acquired through the reinvestment of dividends.
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 4
4 source rows · reconciled sequenceRow 1 · 2018-06-04 · Grant · Acquired 18,405 · Balance 59,706 F1: Grant of 18,405 restricted share units on 6/4/18 that will vest ratably in one third increments on the anniversary of the grant date. Row 2 · 2018-06-04 · Grant · Acquired 31,257 · Balance 90,963 F2: Vesting of 31,257 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 3 · 2018-06-04 · Tax withholding · Disposed 24,551 · Balance 66,412 F3: Forfeiture of 24,551 shares for the payment of taxes upon the vesting and distribution of 55,357 time-based and performance-based restricted share units granted on 2/24/16, 2/26/17 and 2/21/18. Row 4 · 2018-06-04 · Disposition to issuer · Disposed 66,412 · Balance 0 F4: Shares of Westar Energy, Inc. stock and the restricted share units granted on 6/4/18 were exchanged for shares of Evergy, Inc. stock and Evergy, Inc. restricted share units pursuant to a merger agreement between Westar Energy, Inc. and Great Plains Energy Incorporated on a 1 to 1 basis. F5: Fractional shares from different accounts equalling approximately 2 shares were paid in cash. F6: 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 | Indirect401(k) plan account | 0 |
Reported balance
After 2018-06-04 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2018-06-04 · Disposition to issuer · Disposed 2,186 · Balance 0 F4: Shares of Westar Energy, Inc. stock and the restricted share units granted on 6/4/18 were exchanged for shares of Evergy, Inc. stock and Evergy, Inc. restricted share units pursuant to a merger agreement between Westar Energy, Inc. and Great Plains Energy Incorporated on a 1 to 1 basis. F6: 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: Grant of 18,405 restricted share units on 6/4/18 that will vest ratably in one third increments on the anniversary of the grant date.
F2: Vesting of 31,257 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.
F3: Forfeiture of 24,551 shares for the payment of taxes upon the vesting and distribution of 55,357 time-based and performance-based restricted share units granted on 2/24/16, 2/26/17 and 2/21/18.
F4: Shares of Westar Energy, Inc. stock and the restricted share units granted on 6/4/18 were exchanged for shares of Evergy, Inc. stock and Evergy, Inc. restricted share units pursuant to a merger agreement between Westar Energy, Inc. and Great Plains Energy Incorporated on a 1 to 1 basis.
F5: Fractional shares from different accounts equalling approximately 2 shares were paid in cash.
F6: 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 |
|---|---|---|---|---|---|---|
| January 11, 2017 Filed Jan 11, 2017 21:21 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | Tax withholdingCommon Stock, Par Value $5.00 | 8,254 | $56.29 | $464,576.39 |
DisclosureSEC source: 0001236304-17-000021 · edgar.xml · nonDerivative · entry 2 GREENWOOD GREG A · CIK 0001236081 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,882 F3 · kind: Forfeiture of 8,254 shares for the payment of taxes upon the vesting of performance-based restricted share units granted on 2/26/14. F2 · balance_after: Includes 18,270 restricted share units that are subject to forfeiture and one share acquired through the reinvestment of dividends. Read SEC document |
| January 11, 2017 Filed Jan 11, 2017 21:21 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GrantCommon Stock, Par Value $5.00 | 20,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-17-000021 · edgar.xml · nonDerivative · entry 1 GREENWOOD GREG A · CIK 0001236081 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,136 F1 · kind: Vesting of 20,130 performance-based restricted share units that were granted on February 26, 2014, with a vesting date of January 1, 2017. Under the terms of the grant, the number of shares to be received by the Reporting Person 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. 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 January 11, 2017. F2 · balance_after: Includes 18,270 restricted share units that are subject to forfeiture and one share acquired through the reinvestment of dividends. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 21:10 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | Tax withholdingCommon Stock, Par Value $5.00 | 3,304 | $56.29 | $185,965.64 |
DisclosureSEC source: 0001236304-17-000005 · edgar.xml · nonDerivative · entry 2 GREENWOOD GREG A · CIK 0001236081 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,005 F2 · kind: Forfeiture of 3,304 shares for the payment of taxes upon the vesting of 10,065 restricted share units granted on 2/26/14. The grant of the restricted share units was reported at the time of grant. F3 · balance_after: Includes 18,270 restricted share units that are subject to forfeiture plus one share acquired through the reinvestment of dividends. Read SEC document |
| November 18, 2016 Filed Jan 3, 2017 21:10 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GiftCommon Stock, Par Value $5.00 | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-17-000005 · edgar.xml · nonDerivative · entry 1 GREENWOOD GREG A · CIK 0001236081 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,308 F1 · balance_after: Includes 28,335 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.