Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evergy, Inc.EVRG · Entity 3282 | SVP, GENERATION & OPS SUPPORT | March 01, 2026 | March 03, 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 March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,717 |
Ending reported balance
After 2026-03-01 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-03-01 · Grant · Acquired 4,252 · Balance 44,664 F1: Award of common stock in settlement of performance share units. Row 2 · 2026-03-01 · Tax withholding · Disposed 1,046 · Balance 43,618 F2: Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 1, 2026. Row 3 · 2026-03-01 · Exercise / conversion · Acquired 1,515 · Balance 45,133 F3: Reflects vesting of 1,332 restricted stock units (plus reinvested dividends related to those units). F4: Restricted stock units convert to stock on a one-for-one basis. Row 4 · 2026-03-01 · Tax withholding · Disposed 444 · Balance 44,689 F5: Relinquished to Evergy for withholding taxes incident to the vesting of restricted stock units on March 1, 2026. Row 5 · 2026-03-01 · Exercise / conversion · Acquired 1,455 · Balance 46,144 F6: Reflects vesting of 1,337 restricted stock units (plus reinvested dividends related to those units). F4: Restricted stock units convert to stock on a one-for-one basis. Row 6 · 2026-03-01 · Tax withholding · Disposed 427 · Balance 45,717 F5: Relinquished to Evergy for withholding taxes incident to the vesting of restricted stock units on March 1, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,609 |
Reported balance
After 2026-03-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-03-01 · Exercise / conversion · Disposed 1,515 · Balance 8,609 F4: Restricted stock units convert to stock on a one-for-one basis. F3: Reflects vesting of 1,332 restricted stock units (plus reinvested dividends related to those units). F7: Of the total restricted stock units reported, and subject to, continued employment, (i) 1,726 units (plus reinvested dividends related to those units) vest on March 1, 2027, (ii) 1,336 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iii) 1,666 units (plus reinvested dividends related to those units) vest on March 1, 2028, (iv) 2,072 units (plus reinvested dividends related to those units), vest on October 7, 2028; and (v) 1,497 units (plus reinvested dividends related to those units) vest on March 1, 2029. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,154 |
Reported balance
After 2026-03-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-03-01 · Exercise / conversion · Disposed 1,455 · Balance 7,154 F4: Restricted stock units convert to stock on a one-for-one basis. F6: Reflects vesting of 1,337 restricted stock units (plus reinvested dividends related to those units). F7: Of the total restricted stock units reported, and subject to, continued employment, (i) 1,726 units (plus reinvested dividends related to those units) vest on March 1, 2027, (ii) 1,336 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iii) 1,666 units (plus reinvested dividends related to those units) vest on March 1, 2028, (iv) 2,072 units (plus reinvested dividends related to those units), vest on October 7, 2028; and (v) 1,497 units (plus reinvested dividends related to those units) vest on March 1, 2029. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,651 |
Reported balance
After 2026-03-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-03-01 · Grant · Acquired 1,497 · Balance 8,651 F4: Restricted stock units convert to stock on a one-for-one basis. F7: Of the total restricted stock units reported, and subject to, continued employment, (i) 1,726 units (plus reinvested dividends related to those units) vest on March 1, 2027, (ii) 1,336 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iii) 1,666 units (plus reinvested dividends related to those units) vest on March 1, 2028, (iv) 2,072 units (plus reinvested dividends related to those units), vest on October 7, 2028; and (v) 1,497 units (plus reinvested dividends related to those units) vest on March 1, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of common stock in settlement of performance share units.
F2: Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 1, 2026.
F3: Reflects vesting of 1,332 restricted stock units (plus reinvested dividends related to those units).
F4: Restricted stock units convert to stock on a one-for-one basis.
F5: Relinquished to Evergy for withholding taxes incident to the vesting of restricted stock units on March 1, 2026.
F6: Reflects vesting of 1,337 restricted stock units (plus reinvested dividends related to those units).
F7: Of the total restricted stock units reported, and subject to, continued employment, (i) 1,726 units (plus reinvested dividends related to those units) vest on March 1, 2027, (ii) 1,336 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iii) 1,666 units (plus reinvested dividends related to those units) vest on March 1, 2028, (iv) 2,072 units (plus reinvested dividends related to those units), vest on October 7, 2028; and (v) 1,497 units (plus reinvested dividends related to those units) vest on March 1, 2029.
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 |
Ending reported balance
After 2018-06-04 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2018-06-04 · Grant · Acquired 13,803 · Balance 23,753 F1: Grant of 13,803 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 13,076 · Balance 36,829 F2: Vesting of 13,076 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 8,712 · Balance 28,117 F3: Forfeiture of 8,712 shares for the payment of taxes upon the vesting and distribution of 23,026 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 · Gift · Disposed 14,314 · Balance 13,803 F4: Shares were transferred from the reporting person to the reporting person's trust, for which he and his spouse serve as co-trustees and beneficiaries. Row 5 · 2018-06-04 · Disposition to issuer · Disposed 13,803 · Balance 0 F5: 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. F6: 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-derivative | IndirectHeld by trust | 45,087 |
Reported balance
After 2018-06-04 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2018-06-04 · Gift · Acquired 14,314 · Balance 45,087 F4: Shares were transferred from the reporting person to the reporting person's trust, for which he and his spouse serve as co-trustees and beneficiaries. F7: Includes 40 shares inadvertently omitted from previous reported balance. |
| Common Stock, Par Value $5.00SEC Table I · non-derivative | IndirectHeld by trust | 0 |
Reported balance
After 2018-06-04 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2018-06-04 · Disposition to issuer · Disposed 45,087 · Balance 0 F5: 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. F6: 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 13,803 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 13,076 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 8,712 shares for the payment of taxes upon the vesting and distribution of 23,026 time-based and performance-based restricted share units granted on 2/24/16, 2/26/17 and 2/21/18.
F4: Shares were transferred from the reporting person to the reporting person's trust, for which he and his spouse serve as co-trustees and beneficiaries.
F5: 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.
F6: 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).
F7: Includes 40 shares inadvertently omitted from previous reported balance.
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 |
|---|---|---|---|---|---|---|
| March 01, 2026 Filed Mar 3, 2026 21:54 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantRestricted Stock Units · Derivative | 1,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001711269-26-000021 · form4.xml · derivative · entry 9 BRIDSON JOHN T · CIK 0001627795 · SVP, GENERATION & OPS SUPPORT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,651 Underlying: Common Stock · 1,497 shares Expires not disclosed F4 · derivative.exercise_price: Restricted stock units convert to stock on a one-for-one basis. F7 · derivative.exercise_date: Of the total restricted stock units reported, and subject to, continued employment, (i) 1,726 units (plus reinvested dividends related to those units) vest on March 1, 2027, (ii) 1,336 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iii) 1,666 units (plus reinvested dividends related to those units) vest on March 1, 2028, (iv) 2,072 units (plus reinvested dividends related to those units), vest on October 7, 2028; and (v) 1,497 units (plus reinvested dividends related to those units) vest on March 1, 2029. F7 · derivative.expiration_date: Of the total restricted stock units reported, and subject to, continued employment, (i) 1,726 units (plus reinvested dividends related to those units) vest on March 1, 2027, (ii) 1,336 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iii) 1,666 units (plus reinvested dividends related to those units) vest on March 1, 2028, (iv) 2,072 units (plus reinvested dividends related to those units), vest on October 7, 2028; and (v) 1,497 units (plus reinvested dividends related to those units) vest on March 1, 2029. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:54 UTC | Evergy, Inc. EVRG · Entity 3282 | Exercise / conversionRestricted Stock Units · Derivative | 1,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001711269-26-000021 · form4.xml · derivative · entry 8 BRIDSON JOHN T · CIK 0001627795 · SVP, GENERATION & OPS SUPPORT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,154 Underlying: Common Stock · 1,455 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. F4 · derivative.exercise_price: Restricted stock units convert to stock on a one-for-one basis. F6 · shares: Reflects vesting of 1,337 restricted stock units (plus reinvested dividends related to those units). F7 · derivative.exercise_date: Of the total restricted stock units reported, and subject to, continued employment, (i) 1,726 units (plus reinvested dividends related to those units) vest on March 1, 2027, (ii) 1,336 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iii) 1,666 units (plus reinvested dividends related to those units) vest on March 1, 2028, (iv) 2,072 units (plus reinvested dividends related to those units), vest on October 7, 2028; and (v) 1,497 units (plus reinvested dividends related to those units) vest on March 1, 2029. F7 · derivative.expiration_date: Of the total restricted stock units reported, and subject to, continued employment, (i) 1,726 units (plus reinvested dividends related to those units) vest on March 1, 2027, (ii) 1,336 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iii) 1,666 units (plus reinvested dividends related to those units) vest on March 1, 2028, (iv) 2,072 units (plus reinvested dividends related to those units), vest on October 7, 2028; and (v) 1,497 units (plus reinvested dividends related to those units) vest on March 1, 2029. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:54 UTC | Evergy, Inc. EVRG · Entity 3282 | Exercise / conversionRestricted Stock Units · Derivative | 1,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001711269-26-000021 · form4.xml · derivative · entry 7 BRIDSON JOHN T · CIK 0001627795 · SVP, GENERATION & OPS SUPPORT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,609 Underlying: Common Stock · 1,515 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. F4 · derivative.exercise_price: Restricted stock units convert to stock on a one-for-one basis. F3 · shares: Reflects vesting of 1,332 restricted stock units (plus reinvested dividends related to those units). F7 · derivative.exercise_date: Of the total restricted stock units reported, and subject to, continued employment, (i) 1,726 units (plus reinvested dividends related to those units) vest on March 1, 2027, (ii) 1,336 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iii) 1,666 units (plus reinvested dividends related to those units) vest on March 1, 2028, (iv) 2,072 units (plus reinvested dividends related to those units), vest on October 7, 2028; and (v) 1,497 units (plus reinvested dividends related to those units) vest on March 1, 2029. F7 · derivative.expiration_date: Of the total restricted stock units reported, and subject to, continued employment, (i) 1,726 units (plus reinvested dividends related to those units) vest on March 1, 2027, (ii) 1,336 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iii) 1,666 units (plus reinvested dividends related to those units) vest on March 1, 2028, (iv) 2,072 units (plus reinvested dividends related to those units), vest on October 7, 2028; and (v) 1,497 units (plus reinvested dividends related to those units) vest on March 1, 2029. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:54 UTC | Evergy, Inc. EVRG · Entity 3282 | Tax withholdingCommon Stock | 427 | $83.66 | $35,722.82 |
DisclosureSEC source: 0001711269-26-000021 · form4.xml · nonDerivative · entry 6 BRIDSON JOHN T · CIK 0001627795 · SVP, GENERATION & OPS SUPPORT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,717 F5 · shares: Relinquished to Evergy for withholding taxes incident to the vesting of restricted stock units on March 1, 2026. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:54 UTC | Evergy, Inc. EVRG · Entity 3282 | Exercise / conversionCommon Stock | 1,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001711269-26-000021 · form4.xml · nonDerivative · entry 5 BRIDSON JOHN T · CIK 0001627795 · SVP, GENERATION & OPS SUPPORT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,144 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. F6 · shares: Reflects vesting of 1,337 restricted stock units (plus reinvested dividends related to those units). F4 · price: Restricted stock units convert to stock on a one-for-one basis. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:54 UTC | Evergy, Inc. EVRG · Entity 3282 | Tax withholdingCommon Stock | 444 | $83.66 | $37,145.04 |
DisclosureSEC source: 0001711269-26-000021 · form4.xml · nonDerivative · entry 4 BRIDSON JOHN T · CIK 0001627795 · SVP, GENERATION & OPS SUPPORT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,689 F5 · shares: Relinquished to Evergy for withholding taxes incident to the vesting of restricted stock units on March 1, 2026. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:54 UTC | Evergy, Inc. EVRG · Entity 3282 | Exercise / conversionCommon Stock | 1,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001711269-26-000021 · form4.xml · nonDerivative · entry 3 BRIDSON JOHN T · CIK 0001627795 · SVP, GENERATION & OPS SUPPORT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,133 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. F3 · shares: Reflects vesting of 1,332 restricted stock units (plus reinvested dividends related to those units). F4 · price: Restricted stock units convert to stock on a one-for-one basis. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:54 UTC | Evergy, Inc. EVRG · Entity 3282 | Tax withholdingCommon Stock | 1,046 | $83.66 | $87,508.36 |
DisclosureSEC source: 0001711269-26-000021 · form4.xml · nonDerivative · entry 2 BRIDSON JOHN T · CIK 0001627795 · SVP, GENERATION & OPS SUPPORT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,618 F2 · shares: Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 1, 2026. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:54 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 4,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001711269-26-000021 · form4.xml · nonDerivative · entry 1 BRIDSON JOHN T · CIK 0001627795 · SVP, GENERATION & OPS SUPPORT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,664 F1 · shares: Award of common stock in settlement of performance share units. Read SEC document |
| June 04, 2018 Filed Jun 4, 2018 21:56 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | Disposition to issuerCommon Stock, Par Value $5.00 | 45,087 | $55.08 | $2,483,391.96 |
DisclosureSEC source: 0000899243-18-014988 · doc4.xml · nonDerivative · entry 7 BRIDSON JOHN T · CIK 0001627795 · SVP, Gen & Marketing 10b5-1 filing: Not disclosed Ownership: Indirect · Held by trust Disclosed balance after: 0 F5 · kind: 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. F6 · 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 21:56 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GiftCommon Stock, Par Value $5.00 | 14,314 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-014988 · doc4.xml · nonDerivative · entry 6 BRIDSON JOHN T · CIK 0001627795 · SVP, Gen & Marketing 10b5-1 filing: Not disclosed Ownership: Indirect · Held by trust Disclosed balance after: 45,087 F4 · kind: Shares were transferred from the reporting person to the reporting person's trust, for which he and his spouse serve as co-trustees and beneficiaries. F7 · balance_after: Includes 40 shares inadvertently omitted from previous reported balance. Read SEC document |
| June 04, 2018 Filed Jun 4, 2018 21:56 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | Disposition to issuerCommon Stock, Par Value $5.00 | 13,803 | $55.08 | $760,269.24 |
DisclosureSEC source: 0000899243-18-014988 · doc4.xml · nonDerivative · entry 5 BRIDSON JOHN T · CIK 0001627795 · SVP, Gen & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F5 · kind: 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. F6 · 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 21:56 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GiftCommon Stock, Par Value $5.00 | 14,314 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-014988 · doc4.xml · nonDerivative · entry 4 BRIDSON JOHN T · CIK 0001627795 · SVP, Gen & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,803 F4 · kind: Shares were transferred from the reporting person to the reporting person's trust, for which he and his spouse serve as co-trustees and beneficiaries. Read SEC document |
| June 04, 2018 Filed Jun 4, 2018 21:56 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | Tax withholdingCommon Stock, Par Value $5.00 | 8,712 | $55.89 | $486,935.46 |
DisclosureSEC source: 0000899243-18-014988 · doc4.xml · nonDerivative · entry 3 BRIDSON JOHN T · CIK 0001627795 · SVP, Gen & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,117 F3 · kind: Forfeiture of 8,712 shares for the payment of taxes upon the vesting and distribution of 23,026 time-based and performance-based restricted share units granted on 2/24/16, 2/26/17 and 2/21/18. Read SEC document |
| June 04, 2018 Filed Jun 4, 2018 21:56 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GrantCommon Stock, Par Value $5.00 | 13,076 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-014988 · doc4.xml · nonDerivative · entry 2 BRIDSON JOHN T · CIK 0001627795 · SVP, Gen & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,829 F2 · kind: Vesting of 13,076 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. Read SEC document |
| June 04, 2018 Filed Jun 4, 2018 21:56 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GrantCommon Stock, Par Value $5.00 | 13,803 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-014988 · doc4.xml · nonDerivative · entry 1 BRIDSON JOHN T · CIK 0001627795 · SVP, Gen & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,753 F1 · kind: Grant of 13,803 restricted share units on 6/4/18 that will vest ratably in one third increments on the anniversary of the grant date. Read SEC document |
| February 21, 2018 Filed Feb 22, 2018 19:25 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GrantCommon Stock Par Value $5.00 | 3,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-18-000029 · edgar.xml · nonDerivative · entry 1 BRIDSON JOHN T · CIK 0001627795 · SVP, Generation and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,950 F1 · kind: Grant of restricted share units that will vest on 1/1/2021 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 9,950 restricted share units that are subject to forfeiture. Read SEC document |
| January 18, 2018 Filed Jan 18, 2018 22:27 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GiftCommon Stock Par Value $5.00 | 2,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-18-000019 · edgar.xml · nonDerivative · entry 4 BRIDSON JOHN T · CIK 0001627795 · SVP, Generation and Marketing 10b5-1 filing: Not disclosed Ownership: Indirect · Held by trust Disclosed balance after: 30,733 F4 · kind: Shares were transferred from the reporting person to the reporting person's trust, for which he and his spouse serve as co-trustees and beneficiaries. F5 · ownership.nature: Shares are held in the reporting person's trust, for which he and his spouse are co-trustees and beneficiaries. Read SEC document |
| January 18, 2018 Filed Jan 18, 2018 22:27 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GiftCommon Stock Par Value $5.00 | 2,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-18-000019 · edgar.xml · nonDerivative · entry 3 BRIDSON JOHN T · CIK 0001627795 · SVP, Generation and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,615 F4 · kind: Shares were transferred from the reporting person to the reporting person's trust, for which he and his spouse serve as co-trustees and beneficiaries. F2 · balance_after: Includes 6,615 restricted share units that are subject to forfeiture. Read SEC document |
| January 18, 2018 Filed Jan 18, 2018 22:27 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | Tax withholdingCommon Stock Par Value $5.00 | 1,246 | $52.83 | $65,819.95 |
DisclosureSEC source: 0001236304-18-000019 · edgar.xml · nonDerivative · entry 2 BRIDSON JOHN T · CIK 0001627795 · SVP, Generation and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,611 F3 · kind: Forfeiture of 1,246 shares for the payment of taxes upon the vesting of 4,242 performance-based restricted share units granted on 2/25/15. F2 · balance_after: Includes 6,615 restricted share units that are subject to forfeiture. Read SEC document |
| January 18, 2018 Filed Jan 18, 2018 22:27 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GrantCommon Stock Par Value $5.00 | 4,242 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-18-000019 · edgar.xml · nonDerivative · entry 1 BRIDSON JOHN T · CIK 0001627795 · SVP, Generation and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,857 F1 · kind: Vesting of 4,242 performance-based restricted share units that were granted on February 25, 2015, with a vesting date of January 1, 2018. 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 18, 2018. F2 · balance_after: Includes 6,615 restricted share units that are subject to forfeiture. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 16:23 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GiftCommon Stock Par Value $5.00 | 2,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-18-000006 · edgar.xml · nonDerivative · entry 3 BRIDSON JOHN T · CIK 0001627795 · SVP, Generation and Marketing 10b5-1 filing: Not disclosed Ownership: Indirect · Held by trust Disclosed balance after: 27,777 F3 · kind: Shares were transferred from the reporting person to the reporting person's trust, for which he and his spouse serve as co-trustees and beneficiaries. F4 · balance_after: Includes 186 shares acquired through the reinvestment of dividends. F5 · ownership.nature: Shares are held in the reporting person's trust, for which he and his spouse are co-trustees and beneficiaries. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 16:23 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GiftCommon Stock Par Value $5.00 | 2,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-18-000006 · edgar.xml · nonDerivative · entry 2 BRIDSON JOHN T · CIK 0001627795 · SVP, Generation and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,615 F3 · kind: Shares were transferred from the reporting person to the reporting person's trust, for which he and his spouse serve as co-trustees and beneficiaries. F2 · balance_after: Includes 6,615 restricted share units that are subject to forfeiture. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 16:23 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | Tax withholdingCommon Stock Par Value $5.00 | 1,279 | $52.83 | $67,563.18 |
DisclosureSEC source: 0001236304-18-000006 · edgar.xml · nonDerivative · entry 1 BRIDSON JOHN T · CIK 0001627795 · SVP, Generation and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,936 F1 · kind: Forfeiture of 1,279 shares for the payment of taxes upon the vesting of 3,600 restricted share units granted on 2/25/15. The grant of the restricted share units was reported at the time of grant. F2 · balance_after: Includes 6,615 restricted share units that are subject to forfeiture. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 17:10 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GrantCommon Stock Par Value $5.00 | 2,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-17-000030 · edgar.xml · nonDerivative · entry 1 BRIDSON JOHN T · CIK 0001627795 · SVP, Generation and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,215 F1 · kind: Grant of 2,910 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 10,215 shares that are subject to forfeiture. Read SEC document |
| January 11, 2017 Filed Jan 11, 2017 19:30 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GiftCommon Stock Par Value $5.00 | 5,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-17-000018 · edgar.xml · nonDerivative · entry 4 BRIDSON JOHN T · CIK 0001627795 · SVP, Generation and Marketing 10b5-1 filing: Not disclosed Ownership: Indirect · Held by trust Disclosed balance after: 25,270 F4 · kind: Shares were transferred from the reporting person to the reporting person's trust, for which he and his spouse are co-trustees and beneficiaries. F5 · balance_after: Includes 117 shares acquired through the reinvestment of dividends. F6 · ownership.nature: Shares are held in the reporting person's trust, for which he and his spouse are co-trustees and beneficiaries. Read SEC document |
| January 11, 2017 Filed Jan 11, 2017 19:30 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GiftCommon Stock Par Value $5.00 | 5,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-17-000018 · edgar.xml · nonDerivative · entry 3 BRIDSON JOHN T · CIK 0001627795 · SVP, Generation and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,305 F4 · kind: Shares were transferred from the reporting person to the reporting person's trust, for which he and his spouse are co-trustees and beneficiaries. F2 · balance_after: Includes 7,305 shares that are subject to forfeiture. Read SEC document |
| January 11, 2017 Filed Jan 11, 2017 19:30 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | Tax withholdingCommon Stock Par Value $5.00 | 2,504 | $56.29 | $140,937.64 |
DisclosureSEC source: 0001236304-17-000018 · edgar.xml · nonDerivative · entry 2 BRIDSON JOHN T · CIK 0001627795 · SVP, Generation and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,661 F3 · kind: Forfeiture of 2,504 shares for the payment of taxes upon the vesting of 7,860 restricted share units granted on 2/26/14. F2 · balance_after: Includes 7,305 shares that are subject to forfeiture. Read SEC document |
| January 11, 2017 Filed Jan 11, 2017 19:30 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GrantCommon Stock Par Value $5.00 | 7,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-17-000018 · edgar.xml · nonDerivative · entry 1 BRIDSON JOHN T · CIK 0001627795 · SVP, Generation and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,165 F1 · kind: Vesting of 7,860 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 7,305 shares that are subject to forfeiture. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 20:24 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GiftCommon Stock Par Value $5.00 | 2,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-17-000004 · edgar.xml · nonDerivative · entry 3 BRIDSON JOHN T · CIK 0001627795 · SVP, Generation and Marketing 10b5-1 filing: Not disclosed Ownership: Indirect · Held by trust Disclosed balance after: 19,797 F3 · kind: Shares were transferred from the reporting person to the reporting person's trust, for which he and his spouse are co-trustees and beneficiaries. F4 · balance_after: Includes 360 shares earned through the reinvestment of dividends. F5 · ownership.nature: Shares are held in the reporting person's trust, for which he and his spouse are co-trustees and beneficiaries. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 20:24 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | GiftCommon Stock Par Value $5.00 | 2,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001236304-17-000004 · edgar.xml · nonDerivative · entry 2 BRIDSON JOHN T · CIK 0001627795 · SVP, Generation and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,305 F3 · kind: Shares were transferred from the reporting person to the reporting person's trust, for which he and his spouse are co-trustees and beneficiaries. F2 · balance_after: Includes 7,305 restricted share units that are subject to forfeiture. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 20:24 UTC | WESTAR ENERGY INC /KS WR · Entity 166112 | Tax withholdingCommon Stock Par Value $5.00 | 1,356 | $56.29 | $76,322.46 |
DisclosureSEC source: 0001236304-17-000004 · edgar.xml · nonDerivative · entry 1 BRIDSON JOHN T · CIK 0001627795 · SVP, Generation and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,879 F1 · kind: Forfeiture of 1,356 shares for the payment of taxes upon the vesting of 3,930 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 7,305 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.