Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evergy, Inc.EVRG · Entity 3282 | VICE PRESIDENT & CAO | 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 | 1,014 |
Reported balance
After 2026-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-01 · Grant · Acquired 439 · Balance 1,014 F1: Award of common stock in settlement of performance shares. F2: Includes 4 shares acquired through reinvestment of dividends. |
| Common StockSEC Table I · non-derivative | Direct | 885 |
Reported balance
After 2026-03-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-01 · Tax withholding · Disposed 129 · Balance 885 F3: Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 1, 2026. |
| Common StockSEC Table I · non-derivative | Direct | 1,041 |
Reported balance
After 2026-03-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-03-01 · Exercise / conversion · Acquired 156 · Balance 1,041 F4: Reflects vesting of 138 restricted stock units (plus reinvested dividends related to those units). F5: Restricted stock units convert to stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Direct | 986 |
Reported balance
After 2026-03-01 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-03-01 · Tax withholding · Disposed 55 · Balance 986 F6: 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 | 3,832 |
Reported balance
After 2026-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-01 · Exercise / conversion · Disposed 156 · Balance 3,832 F5: Restricted stock units convert to stock on a one-for-one basis. F4: Reflects vesting of 138 restricted stock units (plus reinvested dividends related to those units). F7: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 792 units (plus reinvested dividends related to those units) vest on December 1, 2026, (ii) 349 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iii) 792 units (plus reinvested dividends related to those units) vest on December 1, 2027, (iv) 270 units (plus reinvested dividends related to those units) vest on March 1, 2028, and (v) 1,482 units (plus reinvested dividends related to those units) vest on May 1, 2028, and (vi) 608 units (plus reinvested dividends related to those units) vest on March 1, 2029. F8: Includes 37 restricted stock units acquired through reinvestment of dividends. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,440 |
Reported balance
After 2026-03-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-01 · Grant · Acquired 608 · Balance 4,440 F5: Restricted stock units convert to stock on a one-for-one basis. F7: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 792 units (plus reinvested dividends related to those units) vest on December 1, 2026, (ii) 349 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iii) 792 units (plus reinvested dividends related to those units) vest on December 1, 2027, (iv) 270 units (plus reinvested dividends related to those units) vest on March 1, 2028, and (v) 1,482 units (plus reinvested dividends related to those units) vest on May 1, 2028, and (vi) 608 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 shares.
F2: Includes 4 shares acquired through reinvestment of dividends.
F3: Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 1, 2026.
F4: Reflects vesting of 138 restricted stock units (plus reinvested dividends related to those units).
F5: Restricted stock units convert to stock on a one-for-one basis.
F6: Relinquished to Evergy for withholding taxes incident to the vesting of restricted stock units on March 1, 2026.
F7: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 792 units (plus reinvested dividends related to those units) vest on December 1, 2026, (ii) 349 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iii) 792 units (plus reinvested dividends related to those units) vest on December 1, 2027, (iv) 270 units (plus reinvested dividends related to those units) vest on March 1, 2028, and (v) 1,482 units (plus reinvested dividends related to those units) vest on May 1, 2028, and (vi) 608 units (plus reinvested dividends related to those units) vest on March 1, 2029.
F8: Includes 37 restricted stock units acquired through reinvestment of dividends.
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 17:08 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantRestricted Stock Units · Derivative | 608 | $0.00 | $0.00 |
DisclosureSEC source: 0001711269-26-000031 · form4.xml · derivative · entry 6 Gummig Matthew B · CIK 0002045947 · VICE PRESIDENT & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,440 Underlying: Common Stock · 608 shares Expires not disclosed F5 · 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, in general, continued employment, (i) 792 units (plus reinvested dividends related to those units) vest on December 1, 2026, (ii) 349 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iii) 792 units (plus reinvested dividends related to those units) vest on December 1, 2027, (iv) 270 units (plus reinvested dividends related to those units) vest on March 1, 2028, and (v) 1,482 units (plus reinvested dividends related to those units) vest on May 1, 2028, and (vi) 608 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, in general, continued employment, (i) 792 units (plus reinvested dividends related to those units) vest on December 1, 2026, (ii) 349 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iii) 792 units (plus reinvested dividends related to those units) vest on December 1, 2027, (iv) 270 units (plus reinvested dividends related to those units) vest on March 1, 2028, and (v) 1,482 units (plus reinvested dividends related to those units) vest on May 1, 2028, and (vi) 608 units (plus reinvested dividends related to those units) vest on March 1, 2029. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 17:08 UTC | Evergy, Inc. EVRG · Entity 3282 | Exercise / conversionRestricted Stock Units · Derivative | 156 | $0.00 | $0.00 |
DisclosureSEC source: 0001711269-26-000031 · form4.xml · derivative · entry 5 Gummig Matthew B · CIK 0002045947 · VICE PRESIDENT & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,832 Underlying: Common Stock · 156 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. F5 · derivative.exercise_price: Restricted stock units convert to stock on a one-for-one basis. F4 · shares: Reflects vesting of 138 restricted stock units (plus reinvested dividends related to those units). F7 · derivative.exercise_date: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 792 units (plus reinvested dividends related to those units) vest on December 1, 2026, (ii) 349 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iii) 792 units (plus reinvested dividends related to those units) vest on December 1, 2027, (iv) 270 units (plus reinvested dividends related to those units) vest on March 1, 2028, and (v) 1,482 units (plus reinvested dividends related to those units) vest on May 1, 2028, and (vi) 608 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, in general, continued employment, (i) 792 units (plus reinvested dividends related to those units) vest on December 1, 2026, (ii) 349 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iii) 792 units (plus reinvested dividends related to those units) vest on December 1, 2027, (iv) 270 units (plus reinvested dividends related to those units) vest on March 1, 2028, and (v) 1,482 units (plus reinvested dividends related to those units) vest on May 1, 2028, and (vi) 608 units (plus reinvested dividends related to those units) vest on March 1, 2029. F8 · balance_after: Includes 37 restricted stock units acquired through reinvestment of dividends. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 17:08 UTC | Evergy, Inc. EVRG · Entity 3282 | Tax withholdingCommon Stock | 55 | $83.66 | $4,601.30 |
DisclosureSEC source: 0001711269-26-000031 · form4.xml · nonDerivative · entry 4 Gummig Matthew B · CIK 0002045947 · VICE PRESIDENT & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 986 F6 · 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 17:08 UTC | Evergy, Inc. EVRG · Entity 3282 | Exercise / conversionCommon Stock | 156 | $0.00 | $0.00 |
DisclosureSEC source: 0001711269-26-000031 · form4.xml · nonDerivative · entry 3 Gummig Matthew B · CIK 0002045947 · VICE PRESIDENT & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,041 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 · shares: Reflects vesting of 138 restricted stock units (plus reinvested dividends related to those units). F5 · price: Restricted stock units convert to stock on a one-for-one basis. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 17:08 UTC | Evergy, Inc. EVRG · Entity 3282 | Tax withholdingCommon Stock | 129 | $83.66 | $10,792.14 |
DisclosureSEC source: 0001711269-26-000031 · form4.xml · nonDerivative · entry 2 Gummig Matthew B · CIK 0002045947 · VICE PRESIDENT & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 885 F3 · 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 17:08 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantCommon Stock | 439 | $0.00 | $0.00 |
DisclosureSEC source: 0001711269-26-000031 · form4.xml · nonDerivative · entry 1 Gummig Matthew B · CIK 0002045947 · VICE PRESIDENT & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,014 F1 · shares: Award of common stock in settlement of performance shares. F2 · balance_after: Includes 4 shares acquired through reinvestment of dividends. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 16:16 UTC | Evergy, Inc. EVRG · Entity 3282 | Exercise / conversionRestricted Stock Units · Derivative | 816 | $0.00 | $0.00 |
DisclosureSEC source: 0001711269-25-000046 · form4.xml · derivative · entry 3 Gummig Matthew B · CIK 0002045947 · VICE PRESIDENT & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,951 Underlying: Common Stock · 816 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. F2 · derivative.exercise_price: Restricted stock units convert to stock on a one-for-one basis. F1 · shares: Reflects vesting of 793 restricted stock units (plus 23 reinvested dividends related to those units). F4 · derivative.exercise_date: A restricted stock unit represents a contingent right to receive one share of Evergy, Inc. common stock. The vesting is part of the total stock units reported on December 2, 2024 (initial Form 4) that are subject to the terms of the grant agreements and the Long-Term Incentive Plan, including continued employment. F5 · derivative.exercise_date: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 138 units (plus reinvested dividends related to those units) vest on March 1, 2026, (ii) 792 units (plus reinvested dividends related to those units) vest on December 1, 2026, (iii) 349 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iv) 792 units (plus reinvested dividends related to those units) vest on December 1, 2027, (v) 270 units (plus reinvested dividends related to those units) vest on March 1, 2028, and (vi) 1,482 units (plus reinvested dividends related to those units) vest on May 1, 2028. F4 · derivative.expiration_date: A restricted stock unit represents a contingent right to receive one share of Evergy, Inc. common stock. The vesting is part of the total stock units reported on December 2, 2024 (initial Form 4) that are subject to the terms of the grant agreements and the Long-Term Incentive Plan, including continued employment. F5 · derivative.expiration_date: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 138 units (plus reinvested dividends related to those units) vest on March 1, 2026, (ii) 792 units (plus reinvested dividends related to those units) vest on December 1, 2026, (iii) 349 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iv) 792 units (plus reinvested dividends related to those units) vest on December 1, 2027, (v) 270 units (plus reinvested dividends related to those units) vest on March 1, 2028, and (vi) 1,482 units (plus reinvested dividends related to those units) vest on May 1, 2028. F6 · balance_after: Includes 91 restricted stock units acquired through reinvestment of dividends. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 16:16 UTC | Evergy, Inc. EVRG · Entity 3282 | Tax withholdingCommon Stock | 245 | $75.52 | $18,502.40 |
DisclosureSEC source: 0001711269-25-000046 · form4.xml · nonDerivative · entry 2 Gummig Matthew B · CIK 0002045947 · VICE PRESIDENT & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 571 F3 · shares: Relinquished to Evergy, Inc. for withholding taxes incident to the vesting of restricted stock units on December 1, 2025. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 16:16 UTC | Evergy, Inc. EVRG · Entity 3282 | Exercise / conversionCommon Stock | 816 | $0.00 | $0.00 |
DisclosureSEC source: 0001711269-25-000046 · form4.xml · nonDerivative · entry 1 Gummig Matthew B · CIK 0002045947 · VICE PRESIDENT & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 816 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 · shares: Reflects vesting of 793 restricted stock units (plus 23 reinvested dividends related to those units). F2 · price: Restricted stock units convert to stock on a one-for-one basis. Read SEC document |
| May 01, 2025 Filed May 2, 2025 17:02 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantRestricted Stock Units · Derivative | 1,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-013229 · form4.xml · derivative · entry 1 Gummig Matthew B · CIK 0002045947 · VICE PRESIDENT & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,676 Underlying: Common Stock · 1,482 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert to stock on a one-for-one basis. F2 · derivative.exercise_date: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 793 units (plus reinvested dividends related to those units) vest on December 1, 2025, (ii) 138 units (plus reinvested dividends related to those units) vest on March 1, 2026, (iii) 792 units (plus reinvested dividends related to those units) vest on December 1, 2026, (iv) 349 units (plus reinvested dividends related to those units) vest on March 1, 2027, (v) 792 units (plus reinvested dividends related to those units) vest on December 1, 2027, and (vi) 270 units (plus reinvested dividends related to those units) vest on March 1, 2028. F3 · derivative.exercise_date: Subject to, in general, continued employment, 1,482 units (plus reinvested dividends) will vest on May 1, 2028. F2 · derivative.expiration_date: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 793 units (plus reinvested dividends related to those units) vest on December 1, 2025, (ii) 138 units (plus reinvested dividends related to those units) vest on March 1, 2026, (iii) 792 units (plus reinvested dividends related to those units) vest on December 1, 2026, (iv) 349 units (plus reinvested dividends related to those units) vest on March 1, 2027, (v) 792 units (plus reinvested dividends related to those units) vest on December 1, 2027, and (vi) 270 units (plus reinvested dividends related to those units) vest on March 1, 2028. F3 · derivative.expiration_date: Subject to, in general, continued employment, 1,482 units (plus reinvested dividends) will vest on May 1, 2028. F4 · balance_after: Includes 30 restricted stock units acquired through reinvestment of dividends. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 16:20 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantRestricted Stock Units · Derivative | 270 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007889 · form4.xml · derivative · entry 1 Gummig Matthew B · CIK 0002045947 · INTERIM CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,164 Underlying: Common Stock · 270 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert to stock on a one-for-one basis. F2 · derivative.exercise_date: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 793 units (plus reinvested dividends related to those units) vest on December 1, 2025, (ii) 138 units (plus reinvested dividends related to those units) vest on March 1, 2026, (iii) 792 units (plus reinvested dividends related to those units) vest on December 1, 2026, (iv) 349 units (plus reinvested dividends related to those units) vest on March 1, 2027, (v) 792 units (plus reinvested dividends related to those units) vest on December 1, 2027, and (vi) 270 units (plus reinvested dividends related to those units) vest on March 1, 2028. F2 · derivative.expiration_date: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 793 units (plus reinvested dividends related to those units) vest on December 1, 2025, (ii) 138 units (plus reinvested dividends related to those units) vest on March 1, 2026, (iii) 792 units (plus reinvested dividends related to those units) vest on December 1, 2026, (iv) 349 units (plus reinvested dividends related to those units) vest on March 1, 2027, (v) 792 units (plus reinvested dividends related to those units) vest on December 1, 2027, and (vi) 270 units (plus reinvested dividends related to those units) vest on March 1, 2028. F3 · balance_after: Includes 6 restricted stock units acquired through reinvestment of dividends. Read SEC document |
| December 01, 2024 Filed Dec 2, 2024 16:44 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantRestricted Stock Units · Derivative | 2,377 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-028305 · form4.xml · derivative · entry 2 Gummig Matthew B · CIK 0002045947 · INTERIM CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,888 Underlying: Common Stock · 2,377 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert to stock on a one-for-one basis. F2 · derivative.exercise_date: The 2,377 grant vests in one-third increments on the anniversary of the grant date: (i) 793 units (plus reinvested dividends related to those units) vest on December 1, 2025, (ii) 792 units (plus reinvested dividends related to those units) vest on December 1, 2026, and (iii) 792 units (plus reinvested dividends related to those units) on December 1, 2027. F3 · derivative.exercise_date: Includes 511 restricted stock units granted on March 1, 2023 and March 1, 2024. Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 149 units (plus reinvested dividends related to those units) vest on March 1, 2026, and (ii) 362 units (plus reinvested dividends related to those units) vest on March 1, 2027. F2 · derivative.expiration_date: The 2,377 grant vests in one-third increments on the anniversary of the grant date: (i) 793 units (plus reinvested dividends related to those units) vest on December 1, 2025, (ii) 792 units (plus reinvested dividends related to those units) vest on December 1, 2026, and (iii) 792 units (plus reinvested dividends related to those units) on December 1, 2027. F3 · derivative.expiration_date: Includes 511 restricted stock units granted on March 1, 2023 and March 1, 2024. Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 149 units (plus reinvested dividends related to those units) vest on March 1, 2026, and (ii) 362 units (plus reinvested dividends related to those units) vest on March 1, 2027. F3 · balance_after: Includes 511 restricted stock units granted on March 1, 2023 and March 1, 2024. Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 149 units (plus reinvested dividends related to those units) vest on March 1, 2026, and (ii) 362 units (plus reinvested dividends related to those units) vest on March 1, 2027. 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.