Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Evergy, Inc.
Report date March 02, 2021 · Filed March 04, 2021
Section 16 reporting ended · disclosed 2021-03-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,339 |
Ending reported balance
After 2021-03-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-03-02 · Sale · Disposed 32,423 · Balance 17,489 F1: Evergy, Inc. (Evergy) disclosed in a Current Report on Form 8-K that was filed with the Securities and Exchange Commission on January 8, 2021 that Mr. Somma was departing from Evergy. Mr. Somma's last day of employment is March 4, 2021. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions in connection with Mr. Somma's departure at prices ranging from $53.40 to $53.625, inclusive. The reporting person undertakes to provide to Evergy, any security holder of Evergy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) of this Form 4. Row 2 · 2021-03-03 · Gift · Disposed 5,150 · Balance 12,339 |
Filing footnotes · ownership attribution and instrument terms
F1: Evergy, Inc. (Evergy) disclosed in a Current Report on Form 8-K that was filed with the Securities and Exchange Commission on January 8, 2021 that Mr. Somma was departing from Evergy. Mr. Somma's last day of employment is March 4, 2021. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions in connection with Mr. Somma's departure at prices ranging from $53.40 to $53.625, inclusive. The reporting person undertakes to provide to Evergy, any security holder of Evergy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) of this Form 4.
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 16,566 · Balance 67,410 F1: Grant of 16,566 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 30,683 · Balance 98,093 F2: Vesting of 30,683 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 24,082 · Balance 74,011 F3: Forfeiture of 24,082 shares for the payment of taxes upon the vesting and distribution of 54,298 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 74,011 · 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: 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 16,566 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 30,683 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 24,082 shares for the payment of taxes upon the vesting and distribution of 54,298 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: 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 06, 2017 Filed Nov 6, 2017 22:20 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | SaleCommon Stock Par Value $5.00 | 3,000 | $54.53 | $163,590.00 |
DisclosureSEC source: 0001236304-17-000055 · edgar.xml · nonDerivative · entry 1 SOMMA ANTHONY D · CIK 0001184813 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,049 F1 · price: Sale of 3,000 shares at prices ranging from $54.52 to $54.55 per share, with a weighted average price of $54.53 per share. Upon request by Securities and Exchange Commission staff or a security holder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price. F2 · balance_after: Includes 24,830 restricted share units that are subject to forfeiture. Read SEC document |
| August 18, 2017 Filed Aug 22, 2017 14:36 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GiftCommon Stock Par Value $5.00 | 390 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-17-000049 · edgar.xml · nonDerivative · entry 2 SOMMA ANTHONY D · CIK 0001184813 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,049 F1 · balance_after: Includes 24,830 restricted share units that are subject to forfeiture. Read SEC document |
| August 18, 2017 Filed Aug 22, 2017 14:36 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | SaleCommon Stock Par Value $5.00 | 2,500 | $51.07 | $127,677.50 |
DisclosureSEC source: 0001236304-17-000049 · edgar.xml · nonDerivative · entry 1 SOMMA ANTHONY D · CIK 0001184813 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,439 F1 · balance_after: Includes 24,830 restricted share units that are subject to forfeiture. Read SEC document |
| August 14, 2017 Filed Aug 15, 2017 21:12 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GiftCommon Stock Par Value $5.00 | 635 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-17-000046 · edgar.xml · nonDerivative · entry 2 SOMMA ANTHONY D · CIK 0001184813 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,939 F1 · balance_after: Includes 24,830 restricted share units that are subject to forfeiture. Read SEC document |
| August 14, 2017 Filed Aug 15, 2017 21:12 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | SaleCommon Stock Par Value $5.00 | 4,000 | $51.21 | $204,830.00 |
DisclosureSEC source: 0001236304-17-000046 · edgar.xml · nonDerivative · entry 1 SOMMA ANTHONY D · CIK 0001184813 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,574 F1 · balance_after: Includes 24,830 restricted share units that are subject to forfeiture. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 17:25 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GrantCommon Stock Par Value $5.00 | 7,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-17-000034 · edgar.xml · nonDerivative · entry 1 SOMMA ANTHONY D · CIK 0001184813 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,574 F1 · kind: Grant of 7,050 restricted share units that will vest on 1/1/2020 if the officer remains employed with the issuer through the vesting date. Restricted share units are subject to forfeiture under certain conditions. F2 · balance_after: Includes 24,830 restricted share units that are subject to forfeiture. Read SEC document |
| January 11, 2017 Filed Jan 12, 2017 21:17 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | Tax withholdingCommon Stock Par Value $5.00 | 7,996 | $56.29 | $450,054.86 |
DisclosureSEC source: 0001236304-17-000025 · edgar.xml · nonDerivative · entry 2 SOMMA ANTHONY D · CIK 0001184813 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,524 F3 · kind: Forfeiture of 7,996 shares for the payment of taxes upon the vesting of 19,650 restricted share units granted on 2/26/14. F2 · balance_after: Includes 17,780 restricted share units that are subject to forfeiture. Read SEC document |
| January 11, 2017 Filed Jan 12, 2017 21:17 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GrantCommon Stock Par Value $5.00 | 19,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-17-000025 · edgar.xml · nonDerivative · entry 1 SOMMA ANTHONY D · CIK 0001184813 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,520 F1 · kind: Vesting of 19,650 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 17,780 restricted share units that are subject to forfeiture. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 22:03 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | Tax withholdingCommon Stock Par Value $5.00 | 3,228 | $56.29 | $181,687.98 |
DisclosureSEC source: 0001236304-17-000008 · edgar.xml · nonDerivative · entry 1 SOMMA ANTHONY D · CIK 0001184813 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,870 F1 · kind: Forfeiture of 3,228 shares for the payment of taxes upon the vesting of 9,825 restricted share units granted on 2/26/14. The grant of the restricted share units was reported at the time of grant. F2 · balance_after: Includes 17,780 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.