Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evergy, Inc.EVRG · Entity 3282 | VP, ACTING CFO, TREASURER | June 21, 2024 | June 25, 2024 |
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 June 21, 2024 · Filed June 25, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 11,468 |
Reported balance
After 2024-06-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-06-21 · Grant · Acquired 4,590 · Balance 11,468 F1: Each restricted stock unit represents a contingent right to receive one share of common stock. F2: The 4,590 grant vests in one-third increments on the anniversary of the grant date. 1,530 units annually, plus reinvested dividends related to those units on each of June 21, 2025, 2026 and 2027. F3: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 2,029 units (plus reinvested dividends related to those units) vest on March 1, 2025, (ii) 2,148 units (plus reinvested dividends related to those units) vest on March 1, 2026, and (iii) 2,419 units (plus reinvested dividends related to those units) vest on March 1, 2027. |
| Common StockSEC Table I · non-derivative | Direct | 8,267 |
Reported balance
Holding disclosure · report date 2024-06-21 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 8,267 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of common stock.
F2: The 4,590 grant vests in one-third increments on the anniversary of the grant date. 1,530 units annually, plus reinvested dividends related to those units on each of June 21, 2025, 2026 and 2027.
F3: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 2,029 units (plus reinvested dividends related to those units) vest on March 1, 2025, (ii) 2,148 units (plus reinvested dividends related to those units) vest on March 1, 2026, and (iii) 2,419 units (plus reinvested dividends related to those units) vest on March 1, 2027.
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 |
|---|---|---|---|---|---|---|
| June 21, 2024 Filed Jun 25, 2024 16:54 UTC | Evergy, Inc. EVRG · Entity 3282 | GrantRestricted Stock Units · Derivative | 4,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019224 · form4.xml · derivative · entry 2 Ley Geoffrey T · CIK 0002027812 · VP, ACTING CFO, TREASURER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,468 Underlying: Common Stock · 4,590 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · shares: The 4,590 grant vests in one-third increments on the anniversary of the grant date. 1,530 units annually, plus reinvested dividends related to those units on each of June 21, 2025, 2026 and 2027. F2 · derivative.exercise_date: The 4,590 grant vests in one-third increments on the anniversary of the grant date. 1,530 units annually, plus reinvested dividends related to those units on each of June 21, 2025, 2026 and 2027. F3 · derivative.exercise_date: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 2,029 units (plus reinvested dividends related to those units) vest on March 1, 2025, (ii) 2,148 units (plus reinvested dividends related to those units) vest on March 1, 2026, and (iii) 2,419 units (plus reinvested dividends related to those units) vest on March 1, 2027. F2 · derivative.expiration_date: The 4,590 grant vests in one-third increments on the anniversary of the grant date. 1,530 units annually, plus reinvested dividends related to those units on each of June 21, 2025, 2026 and 2027. F3 · derivative.expiration_date: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 2,029 units (plus reinvested dividends related to those units) vest on March 1, 2025, (ii) 2,148 units (plus reinvested dividends related to those units) vest on March 1, 2026, and (iii) 2,419 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.