Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evergy, Inc.EVRG · Entity 3282 | Director | October 01, 2026 | October 05, 2026 |
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 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Deferred Share UnitsSEC Table II · derivative / convertible security | Direct | 7,783 |
Reported balance
After 2026-10-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-10-01 · Grant · Acquired 383 · Balance 7,783 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 partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F3: Includes 63 deferred share units acquired through the reinvestment of dividend equivalents. |
| Common StockSEC Table I · non-derivative | Direct | 800 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 800 |
| Common StockSEC Table I · non-derivative | IndirectAs Trustee, Gift Trust of Daughter | 670 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 670 |
| Common StockSEC Table I · non-derivative | IndirectAs Trustee, Gift Trust of Daughter | 670 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 670 |
| Common StockSEC Table I · non-derivative | IndirectAs Trustee, Gift Trust of Son | 600 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 600 |
| Common StockSEC Table I · non-derivative | IndirectAs Trustee, Gift Trust of Son | 500 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 500 |
| Common StockSEC Table I · non-derivative | IndirectAs Trustee, Gift Trust of Son | 300 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 300 |
| Common StockSEC Table I · non-derivative | IndirectAs Trustee, Gift Trust of Son | 140 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 140 |
| Common StockSEC Table I · non-derivative | IndirectBy Wife | 200 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 200 |
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 partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person.
F3: Includes 63 deferred share units acquired through the reinvestment of dividend equivalents.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 20:20 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantDirector Deferred Share Units · Derivative | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0001711269-26-000104 · form4.xml · derivative · entry 9 Rolph Jonathan D · CIK 0002048488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,783 Underlying: Common Stock · 383 shares Expires not disclosed F1 · derivative.exercise_price: 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 · derivative.exercise_date: Director deferred share units received as 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 partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F3 · balance_after: Includes 63 deferred share units acquired through the reinvestment of dividend equivalents. Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 20:40 UTC | Evergy, Inc. EVRG · Entity 3282 | PurchaseCommon Stock | 200 | $81.84 | $16,367.00 |
DisclosureSEC source: 0001711269-26-000102 · form4.xml · nonDerivative · entry 8 Rolph Jonathan D · CIK 0002048488 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Wife Disclosed balance after: 200 Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 20:40 UTC | Evergy, Inc. EVRG · Entity 3282 | PurchaseCommon Stock | 70 | $81.47 | $5,702.90 |
DisclosureSEC source: 0001711269-26-000102 · form4.xml · nonDerivative · entry 7 Rolph Jonathan D · CIK 0002048488 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee, Gift Trust of Son Disclosed balance after: 140 Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 20:40 UTC | Evergy, Inc. EVRG · Entity 3282 | PurchaseCommon Stock | 150 | $81.44 | $12,216.00 |
DisclosureSEC source: 0001711269-26-000102 · form4.xml · nonDerivative · entry 6 Rolph Jonathan D · CIK 0002048488 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee, Gift Trust of Son Disclosed balance after: 300 Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 20:40 UTC | Evergy, Inc. EVRG · Entity 3282 | PurchaseCommon Stock | 250 | $81.44 | $20,360.40 |
DisclosureSEC source: 0001711269-26-000102 · form4.xml · nonDerivative · entry 5 Rolph Jonathan D · CIK 0002048488 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee, Gift Trust of Son Disclosed balance after: 500 Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 20:40 UTC | Evergy, Inc. EVRG · Entity 3282 | PurchaseCommon Stock | 300 | $81.48 | $24,444.48 |
DisclosureSEC source: 0001711269-26-000102 · form4.xml · nonDerivative · entry 4 Rolph Jonathan D · CIK 0002048488 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee, Gift Trust of Son Disclosed balance after: 600 Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 20:40 UTC | Evergy, Inc. EVRG · Entity 3282 | PurchaseCommon Stock | 335 | $81.39 | $27,266.19 |
DisclosureSEC source: 0001711269-26-000102 · form4.xml · nonDerivative · entry 3 Rolph Jonathan D · CIK 0002048488 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee, Gift Trust of Daughter Disclosed balance after: 670 Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 20:40 UTC | Evergy, Inc. EVRG · Entity 3282 | PurchaseCommon Stock | 335 | $81.36 | $27,253.93 |
DisclosureSEC source: 0001711269-26-000102 · form4.xml · nonDerivative · entry 2 Rolph Jonathan D · CIK 0002048488 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee, Gift Trust of Daughter Disclosed balance after: 670 Read SEC document |
| July 01, 2026 Filed Jul 1, 2026 20:30 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantDirector Deferred Share Units · Derivative | 348 | $0.00 | $0.00 |
DisclosureSEC source: 0001711269-26-000093 · form4.xml · derivative · entry 8 Rolph Jonathan D · CIK 0002048488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,337 Underlying: Common Stock · 348 shares Expires not disclosed F1 · derivative.exercise_price: 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 · derivative.exercise_date: Director deferred share units received as 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 partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F3 · balance_after: Includes 59 deferred share units acquired through the reinvestment of dividend equivalents. Read SEC document |
| May 06, 2026 Filed May 8, 2026 18:33 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantDirector Deferred Share Units · Derivative | 2,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001711269-26-000073 · form4.xml · derivative · entry 8 Rolph Jonathan D · CIK 0002048488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,930 Underlying: Common Stock · 2,188 shares Expires not disclosed F1 · derivative.exercise_price: 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 · derivative.exercise_date: Director deferred share units received as 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 partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 19:18 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantDirector Deferred Share Units · Derivative | 141 | $0.00 | $0.00 |
DisclosureSEC source: 0001711269-26-000049 · form4.xml · derivative · entry 8 Rolph Jonathan D · CIK 0002048488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,742 Underlying: Common Stock · 141 shares Expires not disclosed F1 · derivative.exercise_price: 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 · derivative.exercise_date: Director deferred share units received as 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 partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F3 · balance_after: Includes 40 deferred share units acquired through the reinvestment of dividend equivalents. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:23 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantDirector Deferred Share Units · Derivative | 414 | $0.00 | $0.00 |
DisclosureSEC source: 0001711269-26-000002 · form4.xml · derivative · entry 8 Rolph Jonathan D · CIK 0002048488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,561 Underlying: Common Stock · 414 shares Expires not disclosed F1 · derivative.exercise_price: 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 · derivative.exercise_date: Director deferred share units received as 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 partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F3 · balance_after: Includes 40 deferred share units acquired through the reinvestment of dividend equivalents. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:23 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantDirector Deferred Share Units · Derivative | 395 | $0.00 | $0.00 |
DisclosureSEC source: 0001711269-25-000029 · form4.xml · derivative · entry 8 Rolph Jonathan D · CIK 0002048488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,107 Underlying: Common Stock · 395 shares Expires not disclosed F1 · derivative.exercise_price: 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 · derivative.exercise_date: Director deferred share units received as 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 partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F3 · balance_after: Includes 33 deferred share units acquired through the reinvestment of dividend equivalents. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 18:54 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantDirector Deferred Share Units · Derivative | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-018596 · form4.xml · derivative · entry 8 Rolph Jonathan D · CIK 0002048488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,679 Underlying: Common Stock · 436 shares Expires not disclosed F1 · derivative.exercise_price: 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 · derivative.exercise_date: Director deferred share units received as 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 partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F3 · balance_after: Includes 32 deferred share units acquired through the reinvestment of dividend equivalents. Read SEC document |
| May 07, 2025 Filed May 9, 2025 17:34 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantDirector Deferred Share Units · Derivative | 2,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-013819 · form4.xml · derivative · entry 8 Rolph Jonathan D · CIK 0002048488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,211 Underlying: Common Stock · 2,573 shares Expires not disclosed F1 · derivative.exercise_price: 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 · derivative.exercise_date: Director deferred share units received as 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 partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 20:35 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantDirector Deferred Share Units · Derivative | 165 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-011140 · form4.xml · derivative · entry 8 Rolph Jonathan D · CIK 0002048488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 638 Underlying: Common Stock · 165 shares Expires not disclosed F1 · derivative.exercise_price: 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 · derivative.exercise_date: Director deferred share units received as 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 partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F3 · balance_after: Includes 5 deferred share units acquired through the reinvestment of dividend equivalents. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 21:24 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantDirector Deferred Share Units · Derivative | 468 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-000437 · form4.xml · derivative · entry 7 Rolph Jonathan D · CIK 0002048488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 468 Underlying: Common Stock · 468 shares Expires not disclosed F1 · derivative.exercise_price: 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 · derivative.exercise_date: Director deferred share units received as 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 partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. 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.