Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evergy, Inc.EVRG · Entity 3282 | Director | January 04, 2021 | January 06, 2021 |
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 04, 2021 · Filed January 06, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Deferred Share UnitsSEC Table II · derivative / convertible security | Direct | 2,342 |
Reported balance
After 2021-01-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-01-04 · Grant · Acquired 2,342 · Balance 2,342 F1: Director Deferred Share Units represent the right to receive one share of Evergy, Inc. ("Evergy") 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. |
| Common StockSEC Table I · non-derivative | Direct | 20,713 |
Reported balance
Holding disclosure · report date 2021-01-04 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 20,713 |
Filing footnotes · ownership attribution and instrument terms
F1: Director Deferred Share Units represent the right to receive one share of Evergy, Inc. ("Evergy") 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.
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 |
Reported balance
After 2018-06-04 transaction · row 1
1 source rowRow 1 · 2018-06-04 · Disposition to issuer · Disposed 17,171 · Balance 0 F1: Westar Energy shares were exchanged for Evergy, Inc. shares pursuant to a merger agreement between Westar Energy, Inc. and Great Plains Energy Incorporated on a 1 to 1 basis. F2: 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: Westar Energy shares were exchanged for Evergy, Inc. shares pursuant to a merger agreement between Westar Energy, Inc. and Great Plains Energy Incorporated on a 1 to 1 basis.
F2: 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 04, 2021 Filed Jan 6, 2021 16:43 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantDirector Deferred Share Units · Derivative | 2,342 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-001019 · form4.xml · derivative · entry 2 HAWLEY RICHARD L · CIK 0001141658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,342 Underlying: Common Stock · 2,342 shares Expires not disclosed F1 · derivative.exercise_price: Director Deferred Share Units represent the right to receive one share of Evergy, Inc. ("Evergy") 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 · kind: Director Deferred Share Units received as a partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F2 · derivative.exercise_date: Director Deferred Share Units received as a partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F2 · derivative.expiration_date: Director Deferred Share Units received as a partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 17:09 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 1,998 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001182 · form4.xml · nonDerivative · entry 1 HAWLEY RICHARD L · CIK 0001141658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,713 F1 · price: Shares received as partial retainer fee. F2 · balance_after: Includes 25 shares acquired through the reinvestment of dividends. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 17:03 UTC | Evergy, Inc. EVRG · Entity 3282 | PurchaseCommon Stock | 500 | $55.63 | $27,814.35 |
DisclosureSEC source: 0001127602-19-008956 · form4.xml · nonDerivative · entry 1 HAWLEY RICHARD L · CIK 0001141658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,690 Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 17:12 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 2,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-001382 · form4.xml · nonDerivative · entry 1 HAWLEY RICHARD L · CIK 0001141658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,190 F1 · price: Shares received as partial retainer fee. Read SEC document |
| August 24, 2018 Filed Aug 24, 2018 17:10 UTC | Evergy, Inc. EVRG · Entity 3282 | SaleCommon Stock | 2,100 | $57.26 | $120,246.00 |
DisclosureSEC source: 0001127602-18-026229 · form4.xml · nonDerivative · entry 1 HAWLEY RICHARD L · CIK 0001141658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,900 Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 17:50 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 829 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021448 · form4.xml · nonDerivative · entry 1 HAWLEY RICHARD L · CIK 0001141658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 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 Westar Energy, Inc. board of directors is entitled to a stock award with a value of $45,000. 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 4, 2018 21:59 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | Disposition to issuerCommon Stock, Par Value $5.00 | 17,171 | $55.08 | $945,778.68 |
DisclosureSEC source: 0000899243-18-014992 · doc4.xml · nonDerivative · entry 1 HAWLEY RICHARD L · CIK 0001141658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Westar Energy shares were exchanged for Evergy, Inc. shares pursuant to a merger agreement between Westar Energy, Inc. and Great Plains Energy Incorporated on a 1 to 1 basis. F2 · price: 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). Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 17:52 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 17,171 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-020212 · form4.xml · nonDerivative · entry 1 HAWLEY RICHARD L · CIK 0001141658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,171 F1 · price: Received in exchange for shares of Westar Energy, Inc. ("Westar") common stock in connection with that certain Amended and Restated Agreement and Plan of Merger dated as of July 9, 2017 by and among Great Plains Energy Incorporated, Westar, Evergy, Inc. ("Evergy") (formerly Monarch Energy Holding, Inc.), King Energy, and for certain limited purposes, GP Star, Inc. 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 |
| January 02, 2018 Filed Jan 2, 2018 20:05 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GrantCommon Stock, Par Value $5.00 | 1,609 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-18-000001 · edgar.xml · nonDerivative · entry 1 HAWLEY RICHARD L · CIK 0001141658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,171 F1 · kind: Stock award received as a partial retainer fee. F2 · balance_after: Includes 46 shares acquired through the reinvestment of dividends. Read SEC document |
| January 03, 2017 Filed Jan 3, 2017 22:32 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GrantCommon Stock, Par Value $5.00 | 1,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-17-000009 · edgar.xml · nonDerivative · entry 1 HAWLEY RICHARD L · CIK 0001141658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,516 F1 · kind: Stock award received as a partial retainer fee. 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.