Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evergy, Inc.EVRG · Entity 3282 | EVP & CHIEF CUST OFFCR | October 07, 2026 | October 09, 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 07, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,568 |
Ending reported balance
After 2026-10-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-07 · Exercise / conversion · Acquired 1,764 · Balance 38,355 F1: Reflects the vesting of 1,637 restricted stock units (RSUs) (plus the settlement of 127 dividend equivalent rights (DERs) accrued from the reinvestment of dividends related to those units). DERs accrue on the reporting person's RSUs when and as dividends are paid on the Company's common stock and vest along with the RSUs on which they accrued. F2: RSUs, and any accrued DERs, convert to common stock on a one-for-one basis. Row 2 · 2026-10-07 · Tax withholding · Disposed 787 · Balance 37,568 F3: Relinquished to the Company for withholding taxes incident to the vesting of RSUs on October 7, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 26,201 |
Reported balance
After 2026-10-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-10-07 · Exercise / conversion · Disposed 1,764 · Balance 26,201 F2: RSUs, and any accrued DERs, convert to common stock on a one-for-one basis. F1: Reflects the vesting of 1,637 restricted stock units (RSUs) (plus the settlement of 127 dividend equivalent rights (DERs) accrued from the reinvestment of dividends related to those units). DERs accrue on the reporting person's RSUs when and as dividends are paid on the Company's common stock and vest along with the RSUs on which they accrued. F4: As previously reported on October 9, 2024, the reporting person was granted 4,912 RSUs that vest in three nearly equal installments on October 7, 2025, October 7, 2026, and October 7, 2027. DERs accrue with respect to the RSUs when and as dividends are paid on the Company's common stock. The number of derivative securities in column 5 reflects the RSUs that vested, and 127 vested DERs. F5: Includes 469 DERs acquired through reinvestment of dividends. Each DER converts into one share of Company common stock on the date of vesting. |
| Common StockSEC Table I · non-derivative | IndirectBy Wife | 418 |
Reported balance
Holding disclosure · report date 2026-10-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 418 |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter | 59 |
Reported balance
Holding disclosure · report date 2026-10-07 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 59 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the vesting of 1,637 restricted stock units (RSUs) (plus the settlement of 127 dividend equivalent rights (DERs) accrued from the reinvestment of dividends related to those units). DERs accrue on the reporting person's RSUs when and as dividends are paid on the Company's common stock and vest along with the RSUs on which they accrued.
F2: RSUs, and any accrued DERs, convert to common stock on a one-for-one basis.
F3: Relinquished to the Company for withholding taxes incident to the vesting of RSUs on October 7, 2026.
F4: As previously reported on October 9, 2024, the reporting person was granted 4,912 RSUs that vest in three nearly equal installments on October 7, 2025, October 7, 2026, and October 7, 2027. DERs accrue with respect to the RSUs when and as dividends are paid on the Company's common stock. The number of derivative securities in column 5 reflects the RSUs that vested, and 127 vested DERs.
F5: Includes 469 DERs acquired through reinvestment of dividends. Each DER converts into one share of Company common stock on the date of vesting.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
GREAT PLAINS ENERGY INC
Report date June 03, 2018 · Filed June 05, 2018
Section 16 reporting ended · disclosed 2018-06-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2018-06-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-06-03 · Grant · Acquired 8,158 · Balance 41,414 F1: Each restricted stock unit represents a contingent right to receive one share of common stock. The restricted stock units vest on June 5, 2020, if the officer remains employed with the company through the vesting date. Row 2 · 2018-06-04 · Disposition to issuer · Disposed 41,414 · Balance 0 F2: Disposed of pursuant to that certain Amended and Restated Agreement and Plan of Merger ("Merger Agreement") dated as of July 9, 2017 by and among Great Plains Energy Incorporated ("Great Plains Energy"), Westar Energy, Inc., Evergy, Inc. ("Evergy") (formerly Monarch Energy Holding, Inc.), King Energy, Inc., and for certain limited purposes, GP Star, Inc. in exchange for shares of Evergy common stock at an exchange ratio of 0.5981 for each Great Plains Energy share on the effective date of the merger. On the effective date of the merger, the closing price of Great Plains Energy's common stock was $31.99 per share, and Evergy's common stock had not yet commenced trading on the New York Stock Exchange. |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter | 0 |
Reported balance
After 2018-06-04 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2018-06-04 · Disposition to issuer · Disposed 100 · Balance 0 F2: Disposed of pursuant to that certain Amended and Restated Agreement and Plan of Merger ("Merger Agreement") dated as of July 9, 2017 by and among Great Plains Energy Incorporated ("Great Plains Energy"), Westar Energy, Inc., Evergy, Inc. ("Evergy") (formerly Monarch Energy Holding, Inc.), King Energy, Inc., and for certain limited purposes, GP Star, Inc. in exchange for shares of Evergy common stock at an exchange ratio of 0.5981 for each Great Plains Energy share on the effective date of the merger. On the effective date of the merger, the closing price of Great Plains Energy's common stock was $31.99 per share, and Evergy's common stock had not yet commenced trading on the New York Stock Exchange. |
| Common StockSEC Table I · non-derivative | IndirectBy Wife | 0 |
Reported balance
After 2018-06-04 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2018-06-04 · Disposition to issuer · Disposed 700 · Balance 0 F2: Disposed of pursuant to that certain Amended and Restated Agreement and Plan of Merger ("Merger Agreement") dated as of July 9, 2017 by and among Great Plains Energy Incorporated ("Great Plains Energy"), Westar Energy, Inc., Evergy, Inc. ("Evergy") (formerly Monarch Energy Holding, Inc.), King Energy, Inc., and for certain limited purposes, GP Star, Inc. in exchange for shares of Evergy common stock at an exchange ratio of 0.5981 for each Great Plains Energy share on the effective date of the merger. On the effective date of the merger, the closing price of Great Plains Energy's common stock was $31.99 per share, and Evergy's common stock had not yet commenced trading on the New York Stock Exchange. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of common stock. The restricted stock units vest on June 5, 2020, if the officer remains employed with the company through the vesting date.
F2: Disposed of pursuant to that certain Amended and Restated Agreement and Plan of Merger ("Merger Agreement") dated as of July 9, 2017 by and among Great Plains Energy Incorporated ("Great Plains Energy"), Westar Energy, Inc., Evergy, Inc. ("Evergy") (formerly Monarch Energy Holding, Inc.), King Energy, Inc., and for certain limited purposes, GP Star, Inc. in exchange for shares of Evergy common stock at an exchange ratio of 0.5981 for each Great Plains Energy share on the effective date of the merger. On the effective date of the merger, the closing price of Great Plains Energy's common stock was $31.99 per share, and Evergy's common stock had not yet commenced trading on the New York Stock Exchange.
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 11, 2020 Filed Nov 12, 2020 21:43 UTC | Evergy, Inc. EVRG · Entity 3282 | SaleCommon Stock | 1,000 | $57.94 | $57,944.00 |
DisclosureSEC source: 0001127602-20-028820 · form4.xml · nonDerivative · entry 1 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,869 F1 · balance_after: Includes 14 shares acquired through reinvestment of dividends. Read SEC document |
| June 19, 2020 Filed Jun 23, 2020 21:36 UTC | Evergy, Inc. EVRG · Entity 3282 | Exercise / conversionRestricted Stock Units · Derivative | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020252 · form4.xml · derivative · entry 5 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,357 Underlying: Common Stock · 42 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert on a one-for-one basis. F3 · derivative.exercise_date: A restricted stock unit represents a contingent right to receive one share of Evergy, Inc. common stock. Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 1,171 units (plus reinvested dividends related to those units) vest on March 1, 2022 and (ii) 1,108 units (plus reinvested dividends related to those units) vest on March 3, 2023. F3 · derivative.expiration_date: A restricted stock unit represents a contingent right to receive one share of Evergy, Inc. common stock. Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 1,171 units (plus reinvested dividends related to those units) vest on March 1, 2022 and (ii) 1,108 units (plus reinvested dividends related to those units) vest on March 3, 2023. F4 · balance_after: Includes 62 restricted stock units acquired through reinvestment of dividends. Read SEC document |
| June 19, 2020 Filed Jun 23, 2020 21:36 UTC | Evergy, Inc. EVRG · Entity 3282 | Tax withholdingCommon Stock | 12 | $60.57 | $726.84 |
DisclosureSEC source: 0001127602-20-020252 · form4.xml · nonDerivative · entry 2 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,855 Read SEC document |
| June 19, 2020 Filed Jun 23, 2020 21:36 UTC | Evergy, Inc. EVRG · Entity 3282 | Exercise / conversionCommon Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020252 · form4.xml · nonDerivative · entry 1 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,867 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert on a one-for-one basis. F2 · balance_after: Includes 43 shares acquired through reinvestment of dividends. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 21:02 UTC | Evergy, Inc. EVRG · Entity 3282 | Exercise / conversionRestricted Stock Units · Derivative | 5,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-019242 · form4.xml · derivative · entry 5 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,337 Underlying: Common Stock · 5,163 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert on a one-for-one basis. F3 · derivative.exercise_date: A restricted stock unit represents a contingent right to receive one share of Evergy, Inc. common stock. Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 1,171 units (plus reinvested dividends related to those units) vest on March 1, 2022 and (ii) 1,108 units (plus reinvested dividends related to those units) vest on March 3, 2023. F3 · derivative.expiration_date: A restricted stock unit represents a contingent right to receive one share of Evergy, Inc. common stock. Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 1,171 units (plus reinvested dividends related to those units) vest on March 1, 2022 and (ii) 1,108 units (plus reinvested dividends related to those units) vest on March 3, 2023. F4 · balance_after: Includes 68 restricted stock units acquired through reinvestment of dividends. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 21:02 UTC | Evergy, Inc. EVRG · Entity 3282 | Tax withholdingCommon Stock | 1,587 | $63.48 | $100,742.76 |
DisclosureSEC source: 0001127602-20-019242 · form4.xml · nonDerivative · entry 2 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,782 Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 21:02 UTC | Evergy, Inc. EVRG · Entity 3282 | Exercise / conversionCommon Stock | 5,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-019242 · form4.xml · nonDerivative · entry 1 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,369 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert on a one-for-one basis. F2 · balance_after: Includes 48 shares acquired through reinvestment of dividends and 86 shares that were inadvertently omitted in a prior filing. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 02:46 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantRestricted Stock Units · Derivative | 1,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009535 · form4.xml · derivative · entry 6 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,432 Underlying: Common Stock · 1,108 shares Expires not disclosed F5 · derivative.exercise_price: A restricted stock unit represents a contingent right to receive one share of Evergy, Inc. common stock. F6 · derivative.exercise_date: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 4,879 units (plus reinvested dividends related to those units) vest on June 5, 2020, (ii) 1,171 units (plus reinvested dividends related to those units) vest on March 1, 2022, and (iii) 1,108 units (plus reinvested dividends related to those units) vest on March 3, 2023. F6 · derivative.expiration_date: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 4,879 units (plus reinvested dividends related to those units) vest on June 5, 2020, (ii) 1,171 units (plus reinvested dividends related to those units) vest on March 1, 2022, and (iii) 1,108 units (plus reinvested dividends related to those units) vest on March 3, 2023. F7 · balance_after: Includes (i) 4,879 time-based restricted stock units granted on June 4, 2018 (plus 237 units acquired through reinvestment of dividends on those units), (ii) 1,171 time-based restricted stock units granted on March 1, 2019 (plus 37 units acquired through reinvestment of dividends on those units), and (iii) 1,108 time-based restricted stock units granted on March 3, 2020. Read SEC document |
| March 02, 2020 Filed Mar 5, 2020 02:46 UTC | Evergy, Inc. EVRG · Entity 3282 | Tax withholdingCommon Stock | 392 | $65.35 | $25,617.20 |
DisclosureSEC source: 0001127602-20-009535 · form4.xml · nonDerivative · entry 3 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,072 F4 · shares: Relinquished to the Company for withholding taxes incident to the vesting of restricted stock on March 2, 2020. Read SEC document |
| March 02, 2020 Filed Mar 5, 2020 02:46 UTC | Evergy, Inc. EVRG · Entity 3282 | Tax withholdingCommon Stock | 1,139 | $65.35 | $74,433.65 |
DisclosureSEC source: 0001127602-20-009535 · form4.xml · nonDerivative · entry 2 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,464 F3 · shares: Relinquished to the Company for withholding taxes incident to settlement of performance share grants under the Company's Long-Term Incentive Plan on March 2, 2020. Read SEC document |
| March 02, 2020 Filed Mar 5, 2020 02:46 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 4,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009535 · form4.xml · nonDerivative · entry 1 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,603 F1 · shares: Award of common stock in settlement of performance share grants under the Company's Long-Term Incentive Plan. F2 · balance_after: Includes 88 shares acquired through reinvestment of dividends. In addition, the March 2019 award of 1,171 time-based restricted stock units that was previously reported in Table I has been moved to Table II. Read SEC document |
| March 15, 2019 Filed Mar 15, 2019 21:35 UTC | Evergy, Inc. EVRG · Entity 3282 | SaleCommon Stock | 2,632 | $57.57 | $151,526.87 |
DisclosureSEC source: 0001127602-19-011581 · form4.xml · nonDerivative · entry 1 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,566 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.50 to $57.67. The reporting person undertakes to provide to Evergy, Inc., any security holder of Evergy, Inc., 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. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 00:29 UTC | Evergy, Inc. EVRG · Entity 3282 | Tax withholdingCommon Stock | 371 | $55.40 | $20,553.40 |
DisclosureSEC source: 0001127602-19-010097 · form4.xml · nonDerivative · entry 4 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,198 F5 · shares: Relinquished to the Company for withholding taxes incident to the vesting of restricted stock on March 1, 2019. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 00:29 UTC | Evergy, Inc. EVRG · Entity 3282 | Tax withholdingCommon Stock | 508 | $55.40 | $28,143.20 |
DisclosureSEC source: 0001127602-19-010097 · form4.xml · nonDerivative · entry 3 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,569 F4 · shares: Relinquished to the Company for withholding taxes incident to settlement of performance share grants under the Company's Long Term Incentive Plan on March 1, 2019. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 00:29 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 1,926 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-010097 · form4.xml · nonDerivative · entry 2 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,077 F3 · shares: Award of common stock in settlement of performance share grants under the Company's Long-Term Incentive Plan. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 00:29 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 1,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-010097 · form4.xml · nonDerivative · entry 1 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,151 F1 · shares: Award of time-based restricted stock units pursuant to the Company's Long-Term Incentive Plan. F2 · balance_after: Includes 59 shares acquired through reinvestment of dividends. Read SEC document |
| June 20, 2018 Filed Jun 22, 2018 22:08 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 31 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021786 · form4.xml · nonDerivative · entry 1 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,921 F1 · shares: Reflects shares acquired through the reinvestment of dividends. Read SEC document |
| June 04, 2018 Filed Jun 5, 2018 18:06 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | Disposition to issuerCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-020059 · form4.xml · nonDerivative · entry 4 Caisley Charles A. · CIK 0001514004 · VP-Marketing & Public Affairs 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife Disclosed balance after: 0 F2 · price: Disposed of pursuant to that certain Amended and Restated Agreement and Plan of Merger ("Merger Agreement") dated as of July 9, 2017 by and among Great Plains Energy Incorporated ("Great Plains Energy"), Westar Energy, Inc., Evergy, Inc. ("Evergy") (formerly Monarch Energy Holding, Inc.), King Energy, Inc., and for certain limited purposes, GP Star, Inc. in exchange for shares of Evergy common stock at an exchange ratio of 0.5981 for each Great Plains Energy share on the effective date of the merger. On the effective date of the merger, the closing price of Great Plains Energy's common stock was $31.99 per share, and Evergy's common stock had not yet commenced trading on the New York Stock Exchange. Read SEC document |
| June 04, 2018 Filed Jun 5, 2018 18:06 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | Disposition to issuerCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-020059 · form4.xml · nonDerivative · entry 3 Caisley Charles A. · CIK 0001514004 · VP-Marketing & Public Affairs 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 0 F2 · price: Disposed of pursuant to that certain Amended and Restated Agreement and Plan of Merger ("Merger Agreement") dated as of July 9, 2017 by and among Great Plains Energy Incorporated ("Great Plains Energy"), Westar Energy, Inc., Evergy, Inc. ("Evergy") (formerly Monarch Energy Holding, Inc.), King Energy, Inc., and for certain limited purposes, GP Star, Inc. in exchange for shares of Evergy common stock at an exchange ratio of 0.5981 for each Great Plains Energy share on the effective date of the merger. On the effective date of the merger, the closing price of Great Plains Energy's common stock was $31.99 per share, and Evergy's common stock had not yet commenced trading on the New York Stock Exchange. Read SEC document |
| June 04, 2018 Filed Jun 5, 2018 18:06 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | Disposition to issuerCommon Stock | 41,414 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-020059 · form4.xml · nonDerivative · entry 2 Caisley Charles A. · CIK 0001514004 · VP-Marketing & Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Disposed of pursuant to that certain Amended and Restated Agreement and Plan of Merger ("Merger Agreement") dated as of July 9, 2017 by and among Great Plains Energy Incorporated ("Great Plains Energy"), Westar Energy, Inc., Evergy, Inc. ("Evergy") (formerly Monarch Energy Holding, Inc.), King Energy, Inc., and for certain limited purposes, GP Star, Inc. in exchange for shares of Evergy common stock at an exchange ratio of 0.5981 for each Great Plains Energy share on the effective date of the merger. On the effective date of the merger, the closing price of Great Plains Energy's common stock was $31.99 per share, and Evergy's common stock had not yet commenced trading on the New York Stock Exchange. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 22:48 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantRestricted Stock Units · Derivative | 4,879 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-020258 · form4.xml · derivative · entry 4 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,879 Underlying: Common Stock · 4,879 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. The restricted stock units vest on June 5, 2020, if the officer remains employed with the company through the vesting date. F5 · price: Received in exchange for 8,158 restricted stock units of Great Plains Energy. Upon closing of the merger, each restricted stock unit of Great Plains Energy was converted into 0.5981 restricted stock units of Evergy. All of the transactions reported in this Form 4 occurred simultaneously upon closing of the merger. F4 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of common stock. The restricted stock units vest on June 5, 2020, if the officer remains employed with the company through the vesting date. F4 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of common stock. The restricted stock units vest on June 5, 2020, if the officer remains employed with the company through the vesting date. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 22:48 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-020258 · form4.xml · nonDerivative · entry 3 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 60 F3 · price: Received in exchange for 100 shares of Great Plains Energy Incorporated ("Great Plains Energy") 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, Westar Energy, Inc., 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 Great Plains Energy common stock was converted into 0.5981 a share of Evergy common stock. All of the transactions reported in this Form 4 occurred simultaneously upon closing of the merger. On the effective date of the merger, the closing price of Great Plains Energy's common stock was $31.99 per share, and Evergy's common stock had not yet commenced trading on the New York Stock Exchange. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 22:48 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 419 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-020258 · form4.xml · nonDerivative · entry 2 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife Disclosed balance after: 419 F2 · price: Received in exchange for 700 shares of Great Plains Energy Incorporated ("Great Plains Energy") 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, Westar Energy, Inc., 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 Great Plains Energy common stock was converted into 0.5981 a share of Evergy common stock. All of the transactions reported in this Form 4 occurred simultaneously upon closing of the merger. On the effective date of the merger, the closing price of Great Plains Energy's common stock was $31.99 per share, and Evergy's common stock had not yet commenced trading on the New York Stock Exchange. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 22:48 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 19,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-020258 · form4.xml · nonDerivative · entry 1 Caisley Charles A. · CIK 0001514004 · SVP - MKTG & PA & CHIEF CO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,890 F1 · price: Received in exchange for 33,256 shares of Great Plains Energy Incorporated ("Great Plains Energy") 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, Westar Energy, Inc., 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 Great Plains Energy common stock was converted into 0.5981 a share of Evergy common stock. All of the transactions reported in this Form 4 occurred simultaneously upon closing of the merger. On the effective date of the merger, the closing price of Great Plains Energy's common stock was $31.99 per share, and Evergy's common stock had not yet commenced trading on the New York Stock Exchange. Read SEC document |
| June 03, 2018 Filed Jun 5, 2018 18:06 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | GrantCommon Stock | 8,158 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-020059 · form4.xml · nonDerivative · entry 1 Caisley Charles A. · CIK 0001514004 · VP-Marketing & Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,414 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of common stock. The restricted stock units vest on June 5, 2020, if the officer remains employed with the company through the vesting date. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 18:12 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | Tax withholdingCommon Stock | 6 | $30.56 | $183.36 |
DisclosureSEC source: 0001127602-18-012564 · form4.xml · nonDerivative · entry 1 Caisley Charles A. · CIK 0001514004 · VP-Marketing & Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,256 F1 · shares: Relinquished to the Company for withholding taxes incident to the vesting of DRIP shares related to a restricted stock award. F2 · balance_after: Amount includes 56 shares acquired between March 1, 2018 and March 20, 2018, through participation in the Company's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 17:44 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | Tax withholdingCommon Stock | 1,085 | $29.42 | $31,920.70 |
DisclosureSEC source: 0001127602-18-010398 · form4.xml · nonDerivative · entry 3 Caisley Charles A. · CIK 0001514004 · VP-Marketing & Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,206 F3 · shares: Relinquished to the Company for withholding taxes incident to settlement of performance share grants under the Company's Long Term Incentive Plan on March 2, 2018. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 17:44 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | GrantCommon Stock | 4,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010398 · form4.xml · nonDerivative · entry 2 Caisley Charles A. · CIK 0001514004 · VP-Marketing & Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,291 F2 · shares: Award of common stock in settlement of performance share grants under the Company's Long-Term Incentive Plan. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 17:44 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | Tax withholdingCommon Stock | 683 | $29.42 | $20,093.86 |
DisclosureSEC source: 0001127602-18-010398 · form4.xml · nonDerivative · entry 1 Caisley Charles A. · CIK 0001514004 · VP-Marketing & Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,124 F1 · shares: Relinquished to the Company for withholding taxes incident to the vesting of restricted stock on March 2, 2018. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 17:42 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | GrantCommon Stock | 1,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010201 · form4.xml · nonDerivative · entry 1 Caisley Charles A. · CIK 0001514004 · VP-Marketing & Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,807 F1 · shares: Award of time-based restricted stock pursuant to the Company's Long-Term Incentive Plan. F2 · balance_after: Amount includes 161 shares acquired between March 20, 2017, and March 1, 2018, through participation in the Company's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 17:54 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | Tax withholdingCommon Stock | 7 | $28.77 | $201.39 |
DisclosureSEC source: 0001127602-17-012680 · form4.xml · nonDerivative · entry 1 Caisley Charles A. · CIK 0001514004 · VP-Marketing & Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,684 F1 · shares: Relinquished to the Company for withholding taxes incident to the vesting of DRIP shares related to a restricted stock award. F2 · balance_after: Amount includes 59 shares acquired between March 3, 2017, and March 20, 2017, through participation in the Company's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 17:33 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | Tax withholdingCommon Stock | 1,706 | $29.09 | $49,627.54 |
DisclosureSEC source: 0001127602-17-010663 · form4.xml · nonDerivative · entry 3 Caisley Charles A. · CIK 0001514004 · VP-Marketing & Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,632 F3 · shares: Relinquished to the Company for withholding taxes incident to settlement of performance share grants under the Company's Long Term Incentive Plan on March 3, 2017. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 17:33 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | GrantCommon Stock | 5,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010663 · form4.xml · nonDerivative · entry 2 Caisley Charles A. · CIK 0001514004 · VP-Marketing & Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,338 F2 · shares: Award of common stock in settlement of performance share grants under the Company's Long-Term Incentive Plan. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 17:33 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | Tax withholdingCommon Stock | 743 | $29.09 | $21,613.87 |
DisclosureSEC source: 0001127602-17-010663 · form4.xml · nonDerivative · entry 1 Caisley Charles A. · CIK 0001514004 · VP-Marketing & Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,472 F1 · shares: Relinquished to the Company for withholding taxes incident to the vesting of restricted stock on March 3, 2017. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 17:36 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | GrantCommon Stock | 1,946 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009836 · form4.xml · nonDerivative · entry 1 Caisley Charles A. · CIK 0001514004 · VP-Marketing & Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,215 F1 · shares: Award of time-based restricted stock pursuant to the Company's Long-Term Incentive Plan. F2 · balance_after: Amount includes 173 shares acquired between March 21, 2016, and March 1, 2017, through participation in the Company's Dividend Reinvestment and Direct Stock Purchase Plan. 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.