TapewireFind a company

person · Reporting owner

Forsee Gary D

Disclosed activity across 5 companies

Tapewire entity
78727
SEC CIK
0001189566

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Evergy, Inc.EVRG · Entity 3282DirectorJanuary 02, 2020January 06, 2020
Ingersoll Rand Inc.IR · Entity 3152DirectorFebruary 26, 2025February 28, 2025

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

Evergy, Inc.

Report date January 02, 2020 · Filed January 06, 2020

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Director Deferred Share UnitsSEC Table II · derivative / convertible securityDirect26,100 Reported balance After 2020-01-02 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2020-01-02 · Grant · Acquired 1,998 · Balance 26,100

F1: Director Deferred Share Units represent the right to receive one share of Evergy, Inc. ("Evergy") common stock, plus, if applicable, stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.

F2: Director Deferred Share Units received as partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person.

F3: Includes 739 deferred share units acquired through the reinvestment of dividend equivalents.

Common StockSEC Table I · non-derivativeDirect3,333 Reported balance Holding disclosure · report date 2020-01-02 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 3,333

Filing footnotes · ownership attribution and instrument terms

F1: Director Deferred Share Units represent the right to receive one share of Evergy, Inc. ("Evergy") common stock, plus, if applicable, stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.

F2: Director Deferred Share Units received as partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person.

F3: Includes 739 deferred share units acquired through the reinvestment of dividend equivalents.

Ingersoll Rand Inc.

Report date February 26, 2025 · Filed February 28, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect43,336 Reported balance After 2025-02-27 transaction · row 1
1 source row

Row 1 · 2025-02-27 · Exercise / conversion · Acquired 2,240 · Balance 43,336

F1: Represents restricted stock units originally granted on February 27, 2024, which vested on February 27, 2025 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect2,429 Reported balance After 2025-02-26 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2025-02-26 · Grant · Acquired 2,429 · Balance 2,429

F2: These restricted stock units vest on February 26, 2026 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2025-02-27 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2025-02-27 · Exercise / conversion · Disposed 2,240 · Balance 0

F1: Represents restricted stock units originally granted on February 27, 2024, which vested on February 27, 2025 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

Filing footnotes · ownership attribution and instrument terms

F1: Represents restricted stock units originally granted on February 27, 2024, which vested on February 27, 2025 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

F2: These restricted stock units vest on February 26, 2026 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

Past disclosures · reporting ended (3)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

DST SYSTEMS INC

Report date April 16, 2018 · Filed April 18, 2018

Section 16 reporting ended · disclosed 2018-04-18. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectDirectors Deferred Fee Plan0 Reported balance After 2018-04-16 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2018-04-16 · Disposition to issuer · Disposed 12,606.2307 · Balance 0

F1: Consists of shares of phantom stock (that become payable in common stock upon termination of service as a director) under the Directors Deferred Fee Plan that were cancelled in exchange for $84.00 per share pursuant to the terms of an Agreement and Plan of Merger (the Merger Agreement) dated as of January 11, 2018 among DST Systems, Inc. (the Company), SS&C Technologies Holdings, Inc. (SS&C) and Diamond Merger Sub, Inc. (Merger Sub), pursuant to which Merger Subs will merge (the Merger) with and into the Company, whereupon the existence of Merger Sub will cease and the Company will become the surviving corporation and an indirect wholly owned subsidiary of SS&C. The Merger became effective on April 16, 2018 (the Effective Time).

Filing footnotes · ownership attribution and instrument terms

F1: Consists of shares of phantom stock (that become payable in common stock upon termination of service as a director) under the Directors Deferred Fee Plan that were cancelled in exchange for $84.00 per share pursuant to the terms of an Agreement and Plan of Merger (the Merger Agreement) dated as of January 11, 2018 among DST Systems, Inc. (the Company), SS&C Technologies Holdings, Inc. (SS&C) and Diamond Merger Sub, Inc. (Merger Sub), pursuant to which Merger Subs will merge (the Merger) with and into the Company, whereupon the existence of Merger Sub will cease and the Company will become the surviving corporation and an indirect wholly owned subsidiary of SS&C. The Merger became effective on April 16, 2018 (the Effective Time).

GREAT PLAINS ENERGY INC

Report date June 04, 2018 · Filed June 05, 2018

Section 16 reporting ended · disclosed 2018-06-05. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2018-06-04 transaction · row 1
1 source row

Row 1 · 2018-06-04 · Disposition to issuer · Disposed 5,572 · Balance 0

F1: 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.

Director Deferred Share UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2018-06-04 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2018-06-04 · Disposition to issuer · Disposed 33,150 · Balance 0

F2: Director Deferred Share units are granted under the Long-Term Incentive Plan. Each unit represents the right to receive one share of Great Plains Energy Common Stock, plus stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.

F3: The Great Plains Energy Director Deferred Share units were exchanged for Evergy Director Deferred Share units pursuant to the Merger Agreement at an exchange ratio of 0.5981 for each Great Plains Energy share.

Filing footnotes · ownership attribution and instrument terms

F1: 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.

F2: Director Deferred Share units are granted under the Long-Term Incentive Plan. Each unit represents the right to receive one share of Great Plains Energy Common Stock, plus stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.

F3: The Great Plains Energy Director Deferred Share units were exchanged for Evergy Director Deferred Share units pursuant to the Merger Agreement at an exchange ratio of 0.5981 for each Great Plains Energy share.

Trane Technologies plc

Report date June 05, 2025 · Filed June 09, 2025

Section 16 reporting ended · disclosed 2025-06-09. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Ordinary SharesSEC Table I · non-derivativeDirect32,197 Reported balance After 2025-06-05 transaction · row 1
1 source row

Row 1 · 2025-06-05 · Tax withholding · Disposed 181 · Balance 32,197

Transaction history

JSON API
Reset

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 08, 2017 Filed Jun 12, 2017 17:21 UTC DST SYSTEMS INC DST · Entity 165910 GrantCommon Stock 6,244.5725 $0.00 $0.00
Disclosure

SEC source: 0001246360-17-002174 · form.xml · nonDerivative · entry 1

Forsee Gary D · CIK 0001189566 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Directors Deferred Fee Plan

Disclosed balance after: 12,489.145

F1 · shares: On June 8, 2017, the common stock of DST Systems, Inc. split 2-for-1, resulting in the ownership of 6,244.5725 additional shares of phantom stock that becomes payable in common stock upon termination of service as a director. These securities were acquired pursuant to the Directors Deferred Fee Plan.

Read SEC document
June 02, 2017 Filed Jun 6, 2017 20:10 UTC Trane Technologies plc IR · Entity 2921 Tax withholdingOrdinary Shares 1,032 $89.64 $92,503.32
Disclosure

SEC source: 0001466258-17-000169 · wf-form4_149677980690491.xml · nonDerivative · entry 1

Forsee Gary D · CIK 0001189566 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,738

Read SEC document
May 09, 2017 Filed May 11, 2017 16:28 UTC DST SYSTEMS INC DST · Entity 165910 GrantCommon Stock 1,960 $125.01 $245,009.80
Disclosure

SEC source: 0001246360-17-001830 · form.xml · nonDerivative · entry 1

Forsee Gary D · CIK 0001189566 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Directors Deferred Fee Plan

Disclosed balance after: 6,244.5725

F1 · shares: Shares of phantom stock that become payable in common stock upon termination of service as a director. These securities were acquired pursuant to the Directors Deferred Fee Plan.

Read SEC document
March 29, 2017 Filed Mar 30, 2017 18:00 UTC GREAT PLAINS ENERGY INC GXP · Entity 166033 GrantDirector Deferred Share Units · Derivative 692 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-013324 · form4.xml · derivative · entry 2

Forsee Gary D · CIK 0001189566 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,095

Underlying: Common Stock · 692 shares

Expires not disclosed

F1 · derivative.exercise_price: Director Deferred Share units are granted under the Long-Term Incentive Plan. Each unit represents the right to receive one share of Great Plains Energy Common Stock, plus stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.

F1 · shares: Director Deferred Share units are granted under the Long-Term Incentive Plan. Each unit represents the right to receive one share of Great Plains Energy Common Stock, plus stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.

F1 · price: Director Deferred Share units are granted under the Long-Term Incentive Plan. Each unit represents the right to receive one share of Great Plains Energy Common Stock, plus stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.

F1 · derivative.exercise_date: Director Deferred Share units are granted under the Long-Term Incentive Plan. Each unit represents the right to receive one share of Great Plains Energy Common Stock, plus stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.

F1 · derivative.expiration_date: Director Deferred Share units are granted under the Long-Term Incentive Plan. Each unit represents the right to receive one share of Great Plains Energy Common Stock, plus stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.

F2 · balance_after: Amount includes 252 Director Deferred Share Units accrued from December 28, 2016, though March 29, 2017, through dividend reinvestment.

Read SEC document
March 10, 2017 Filed Mar 14, 2017 16:49 UTC DST SYSTEMS INC DST · Entity 165910 GrantCommon Stock 12.6565 $0.00 $0.00
Disclosure

SEC source: 0001246360-17-001335 · form.xml · nonDerivative · entry 1

Forsee Gary D · CIK 0001189566 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Directors Deferred Fee Plan

Disclosed balance after: 4,284.5725

F1 · shares: Each share of stock is the economic equivalent of one share of DST Systems, Inc. (DST) common stock. The shares were issued pursuant to the DST Systems, Inc. Directors Deferred Fee Plan. Shares are accrued until departure from the DST Board at which time the shares are issued to the former director.

Read SEC document
February 24, 2017 Filed Feb 28, 2017 18:21 UTC DST SYSTEMS INC DST · Entity 165910 GrantCommon Stock 17 $118.33 $2,011.61
Disclosure

SEC source: 0001246360-17-001107 · form.xml · nonDerivative · entry 1

Forsee Gary D · CIK 0001189566 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Directors Deferred Fee Plan

Disclosed balance after: 4,271.916

F1 · shares: Shares of phantom stock that become payable in common stock upon termination of service as a director.

Read SEC document
January 09, 2017 Filed Jan 11, 2017 17:07 UTC DST SYSTEMS INC DST · Entity 165910 GrantCommon Stock 19 $110.27 $2,095.13
Disclosure

SEC source: 0001246360-17-000166 · form.xml · nonDerivative · entry 1

Forsee Gary D · CIK 0001189566 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Directors Deferred Fee Plan

Disclosed balance after: 4,195

F1 · shares: Shares of phantom stock that become payable in common stock upon termination of service as a director.

Read SEC document
December 28, 2016 Filed Dec 29, 2016 17:17 UTC GREAT PLAINS ENERGY INC GXP · Entity 166033 GrantDirector Deferred Share Units · Derivative 734 $0.00 $0.00
Disclosure

SEC source: 0001127602-16-071037 · form4.xml · derivative · entry 2

Forsee Gary D · CIK 0001189566 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,151

Underlying: Common Stock · 734 shares

Expires not disclosed

F1 · derivative.exercise_price: Director Deferred Share units are granted under the Long-Term Incentive Plan. Each unit represents the right to receive one share of Great Plains Energy Common Stock, plus stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.

F1 · price: Director Deferred Share units are granted under the Long-Term Incentive Plan. Each unit represents the right to receive one share of Great Plains Energy Common Stock, plus stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.

F1 · derivative.exercise_date: Director Deferred Share units are granted under the Long-Term Incentive Plan. Each unit represents the right to receive one share of Great Plains Energy Common Stock, plus stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.

F1 · derivative.expiration_date: Director Deferred Share units are granted under the Long-Term Incentive Plan. Each unit represents the right to receive one share of Great Plains Energy Common Stock, plus stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.

F2 · balance_after: Amount includes 249 Director Deferred Share Units accrued from September 28, 2016, though December 28, 2016, through dividend reinvestment.

Read SEC document
December 15, 2016 Filed Feb 9, 2017 17:21 UTC DST SYSTEMS INC DST · Entity 165910 OtherCommon Stock 12.9461 $107.16 $1,387.30
Disclosure

SEC source: 0001246360-17-000497 · form.xml · nonDerivative · entry 7

Forsee Gary D · CIK 0001189566 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Directors Deferred Fee Plan

Disclosed balance after: 4,254.916

F1 · kind: Shares were issued by Issuer as quarterly dividends and should have been previously reported on a Form 4.

Read SEC document
December 14, 2016 Filed Dec 16, 2016 16:14 UTC DST SYSTEMS INC DST · Entity 165910 GrantCommon Stock 19 $106.92 $2,031.48
Disclosure

SEC source: 0001246360-16-007505 · form.xml · nonDerivative · entry 1

Forsee Gary D · CIK 0001189566 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Directors Deferred Fee Plan

Disclosed balance after: 4,176

F1 · shares: Shares of phantom stock that become payable in common stock upon termination of service as a director.

Read SEC document
September 28, 2016 Filed Sep 30, 2016 17:25 UTC GREAT PLAINS ENERGY INC GXP · Entity 166033 GrantDirector Deferred Share Units · Derivative 719 $0.00 $0.00
Disclosure

SEC source: 0001127602-16-063563 · form4.xml · derivative · entry 2

Forsee Gary D · CIK 0001189566 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,168

Underlying: Common Stock · 719 shares

Expires not disclosed

F1 · derivative.exercise_price: Director Deferred Share units are granted under the Long-Term Incentive Plan. Each unit represents the right to receive one share of Great Plains Energy Common Stock, plus stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.

F1 · price: Director Deferred Share units are granted under the Long-Term Incentive Plan. Each unit represents the right to receive one share of Great Plains Energy Common Stock, plus stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.

F1 · derivative.exercise_date: Director Deferred Share units are granted under the Long-Term Incentive Plan. Each unit represents the right to receive one share of Great Plains Energy Common Stock, plus stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.

F1 · derivative.expiration_date: Director Deferred Share units are granted under the Long-Term Incentive Plan. Each unit represents the right to receive one share of Great Plains Energy Common Stock, plus stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.

F2 · balance_after: Amount includes 236 Director Deferred Share Units accrued from June 28, 2016, though September 28, 2016, through dividend reinvestment.

Read SEC document
September 15, 2016 Filed Feb 9, 2017 17:21 UTC DST SYSTEMS INC DST · Entity 165910 OtherCommon Stock 11.5682 $119.60 $1,383.50
Disclosure

SEC source: 0001246360-17-000497 · form.xml · nonDerivative · entry 6

Forsee Gary D · CIK 0001189566 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Directors Deferred Fee Plan

Disclosed balance after: 4,241.9699

F1 · kind: Shares were issued by Issuer as quarterly dividends and should have been previously reported on a Form 4.

Read SEC document
June 15, 2016 Filed Feb 9, 2017 17:21 UTC DST SYSTEMS INC DST · Entity 165910 OtherCommon Stock 11.7654 $117.26 $1,379.61
Disclosure

SEC source: 0001246360-17-000497 · form.xml · nonDerivative · entry 5

Forsee Gary D · CIK 0001189566 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Directors Deferred Fee Plan

Disclosed balance after: 4,230.4017

F1 · kind: Shares were issued by Issuer as quarterly dividends and should have been previously reported on a Form 4.

Read SEC document
March 15, 2016 Filed Feb 9, 2017 17:21 UTC DST SYSTEMS INC DST · Entity 165910 OtherCommon Stock 6.6343 $106.85 $708.84
Disclosure

SEC source: 0001246360-17-000497 · form.xml · nonDerivative · entry 4

Forsee Gary D · CIK 0001189566 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Directors Deferred Fee Plan

Disclosed balance after: 4,218.6363

F1 · kind: Shares were issued by Issuer as quarterly dividends and should have been previously reported on a Form 4.

Read SEC document
December 11, 2015 Filed Feb 9, 2017 17:21 UTC DST SYSTEMS INC DST · Entity 165910 OtherCommon Stock 5.6442 $113.87 $642.71
Disclosure

SEC source: 0001246360-17-000497 · form.xml · nonDerivative · entry 3

Forsee Gary D · CIK 0001189566 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Directors Deferred Fee Plan

Disclosed balance after: 4,212.002

F1 · kind: Shares were issued by Issuer as quarterly dividends and should have been previously reported on a Form 4.

Read SEC document
September 11, 2015 Filed Feb 9, 2017 17:21 UTC DST SYSTEMS INC DST · Entity 165910 OtherCommon Stock 6.1286 $104.57 $640.87
Disclosure

SEC source: 0001246360-17-000497 · form.xml · nonDerivative · entry 2

Forsee Gary D · CIK 0001189566 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Directors Deferred Fee Plan

Disclosed balance after: 4,206.3578

F1 · kind: Shares were issued by Issuer as quarterly dividends and should have been previously reported on a Form 4.

Read SEC document
June 12, 2015 Filed Feb 9, 2017 17:21 UTC DST SYSTEMS INC DST · Entity 165910 OtherCommon Stock 5.2292 $122.26 $639.30
Disclosure

SEC source: 0001246360-17-000497 · form.xml · nonDerivative · entry 1

Forsee Gary D · CIK 0001189566 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Directors Deferred Fee Plan

Disclosed balance after: 4,200.2292

F1 · kind: Shares were issued by Issuer as quarterly dividends and should have been previously reported on a Form 4.

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.