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CHANDLER CHARLES Q IV

Disclosed activity across 2 companies

Tapewire entity
152543
SEC CIK
0001184800

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Evergy, Inc.EVRG · Entity 3282DirectorJanuary 02, 2020January 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Director Deferred Share UnitsSEC Table II · derivative / convertible securityDirect101,511 Reported balance After 2020-01-02 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2020-01-02 · Grant · Acquired 1,998 · Balance 101,511

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.

F3: Includes 3,067 deferred share units acquired through the reinvestment of dividend equivalents.

Common StockSEC Table I · non-derivativeIndirectHeld by parental trust5,767 Reported balance Holding disclosure · report date 2020-01-02 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 5,767

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.

F3: Includes 3,067 deferred share units acquired through the reinvestment of dividend equivalents.

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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, Par Value $5.00SEC Table I · non-derivativeDirect0 Reported balance After 2018-06-04 transaction · row 1
1 source row

Row 1 · 2018-06-04 · Disposition to issuer · Disposed 91,138 · Balance 0

F1: Deferred Westar Energy, Inc. stock units were exchanged for deferred Evergy, Inc. stock units pursuant to a merger agreement between Westar Energy, Inc. and Great Plains Energy Incorporated on a 1 to 1 basis. Includes 699 deferred stock units acquired through the reinvestment of deferred dividend equivalents.

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).

Common Stock, Par Value $5.00SEC Table I · non-derivativeIndirectHeld by parental trust0 Reported balance After 2018-06-04 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2018-06-04 · Disposition to issuer · Disposed 5,767 · Balance 0

F3: Westar Energy shares were exchanged for Evergy, Inc. shares and 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: Deferred Westar Energy, Inc. stock units were exchanged for deferred Evergy, Inc. stock units pursuant to a merger agreement between Westar Energy, Inc. and Great Plains Energy Incorporated on a 1 to 1 basis. Includes 699 deferred stock units acquired through the reinvestment of deferred dividend equivalents.

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).

F3: Westar Energy shares were exchanged for Evergy, Inc. shares and pursuant to a merger agreement between Westar Energy, Inc. and Great Plains Energy Incorporated on a 1 to 1 basis.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
January 02, 2020 Filed Jan 6, 2020 22:01 UTC Evergy, Inc. EVRG · Entity 3282 GrantDirector Deferred Share Units · Derivative 1,998 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-001167 · form4.xml · derivative · entry 2

CHANDLER CHARLES Q IV · CIK 0001184800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 101,511

Underlying: Common Stock · 1,998 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.

F3 · balance_after: Includes 3,067 deferred share units acquired through the reinvestment of dividend equivalents.

Read SEC document
January 02, 2019 Filed Jan 4, 2019 22:05 UTC Evergy, Inc. EVRG · Entity 3282 GrantDirector Deferred Share Units · Derivative 2,290 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-001364 · form4.xml · derivative · entry 2

CHANDLER CHARLES Q IV · CIK 0001184800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 96,446

Underlying: Common Stock · 2,290 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.

F3 · balance_after: Includes 1,500 deferred share units acquired through the reinvestment of dividend equivalents. Includes 4 shares that were not reported in the reporting person's Form 4 filing on June 22, 2018 due to fractional share rounding in connection with the merger of Great Plains Energy Incorporated and Westar Energy, Inc.

Read SEC document
June 20, 2018 Filed Jun 22, 2018 21:36 UTC Evergy, Inc. EVRG · Entity 3282 GrantDirector Deferred Share Units · Derivative 685 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-021770 · form4.xml · derivative · entry 2

CHANDLER CHARLES Q IV · CIK 0001184800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92,652

Underlying: Common Stock · 685 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 acquired through the reinvestment of dividend equivalents.

F1 · derivative.exercise_date: 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.

F1 · derivative.expiration_date: 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.

Read SEC document
June 15, 2018 Filed Jun 19, 2018 21:47 UTC Evergy, Inc. EVRG · Entity 3282 GrantDirector Deferred Share Units · Derivative 829 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-021445 · form4.xml · derivative · entry 2

CHANDLER CHARLES Q IV · CIK 0001184800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 91,967

Underlying: Common Stock · 829 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 · price: As disclosed by 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 units 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.

F1 · derivative.exercise_date: 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.

F1 · derivative.expiration_date: 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.

Read SEC document
June 04, 2018 Filed Jun 4, 2018 21:49 UTC WESTAR ENERGY INC /KS WR · Entity 166112 Disposition to issuerCommon Stock, Par Value $5.00 5,767 $55.08 $317,646.36
Disclosure

SEC source: 0000899243-18-014967 · doc4.xml · nonDerivative · entry 2

CHANDLER CHARLES Q IV · CIK 0001184800 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Held by parental trust

Disclosed balance after: 0

F3 · shares: Westar Energy shares were exchanged for Evergy, Inc. shares and 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 4, 2018 21:49 UTC WESTAR ENERGY INC /KS WR · Entity 166112 Disposition to issuerCommon Stock, Par Value $5.00 91,138 $55.08 $5,019,881.04
Disclosure

SEC source: 0000899243-18-014967 · doc4.xml · nonDerivative · entry 1

CHANDLER CHARLES Q IV · CIK 0001184800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · shares: Deferred Westar Energy, Inc. stock units were exchanged for deferred Evergy, Inc. stock units pursuant to a merger agreement between Westar Energy, Inc. and Great Plains Energy Incorporated on a 1 to 1 basis. Includes 699 deferred stock units acquired through the reinvestment of deferred dividend equivalents.

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 21:48 UTC Evergy, Inc. EVRG · Entity 3282 GrantDirector Deferred Share Units · Derivative 91,138 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-18-020209 · form4.xml · derivative · entry 2

CHANDLER CHARLES Q IV · CIK 0001184800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 91,138

Underlying: Common Stock · 91,138 shares

Expires not disclosed

F2 · derivative.exercise_price: Director Deferred Share Units represent the right to receive one share of 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.

F3 · price: Received in exchange for director deferred share units and shares acquired through the reinvestment of deferred dividend equivalents of Westar. Upon closing of the merger, each director deferred share unit and shares acquired through the reinvestment of deferred dividend equivalents of Westar common stock was converted into one director deferred share unit of Evergy. All of the transactions reported in this Form 4 occurred simultaneously upon closing of the merger.

F2 · derivative.exercise_date: Director Deferred Share Units represent the right to receive one share of 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 · derivative.expiration_date: Director Deferred Share Units represent the right to receive one share of 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.

Read SEC document
June 04, 2018 Filed Jun 6, 2018 21:48 UTC Evergy, Inc. EVRG · Entity 3282 GrantCommon Stock 5,767 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-18-020209 · form4.xml · nonDerivative · entry 1

CHANDLER CHARLES Q IV · CIK 0001184800 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Held by parental trust

Disclosed balance after: 5,767

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 3, 2018 19:29 UTC WESTAR ENERGY INC /KS WR · Entity 166112 GrantCommon Stock, Par Value $5.00 2,744 $0.00 $0.00
Disclosure

SEC source: 0001236304-18-000013 · edgar.xml · nonDerivative · entry 1

CHANDLER CHARLES Q IV · CIK 0001184800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90,439

F1 · kind: Deferred share units received as partial payment of retainer fees.

F2 · balance_after: Includes 1,356 deferred share units acquired through the reinvestment of dividend equivalents.

Read SEC document
July 03, 2017 Filed Jul 5, 2017 20:33 UTC WESTAR ENERGY INC /KS WR · Entity 166112 GrantCommon Stock, Par Value $5.00 644 $0.00 $0.00
Disclosure

SEC source: 0001236304-17-000039 · edgar.xml · nonDerivative · entry 1

CHANDLER CHARLES Q IV · CIK 0001184800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,339

F1 · kind: Deferred share units acquired through the reinvestment of dividend equivalents pursuant to a non-employee deferred compensation plan after the suspension of the issuer's broad-based dividend reinvestment plan.

F2 · balance_after: Includes 627 deferred share units acquired through the reinvestment of dividend equivalents prior to the suspension of the issuer's broad-based dividend reinvestment plan.

Read SEC document
January 03, 2017 Filed Jan 4, 2017 19:22 UTC WESTAR ENERGY INC /KS WR · Entity 166112 GrantCommon Stock, Par Value $5.00 2,576 $0.00 $0.00
Disclosure

SEC source: 0001236304-17-000013 · edgar.xml · nonDerivative · entry 1

CHANDLER CHARLES Q IV · CIK 0001184800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,068

F1 · kind: Deferred share units received as a partial payment of retainer fees.

F2 · balance_after: Includes 2,265 deferred share units acquired through the reinvestment of dividend equivalents.

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.