Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evergy, Inc.EVRG · Entity 3282 | VP & CHIEF ACCOUNTING OFFICER | March 01, 2024 | March 05, 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 March 01, 2024 · Filed March 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,508 |
Ending reported balance
After 2024-03-02 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-03-02 · Grant · Acquired 2,343 · Balance 21,262 F1: Award of common stock in settlement of performance share units. Row 2 · 2024-03-02 · Tax withholding · Disposed 595 · Balance 20,667 F2: Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 2, 2024. Row 3 · 2024-03-02 · Exercise / conversion · Acquired 1,200 · Balance 21,867 F3: Reflects vesting of 1,070 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 · 2024-03-02 · Tax withholding · Disposed 359 · Balance 21,508 F5: Relinquished to Evergy for withholding taxes incident to the vesting of restricted stock units on March 2, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,629 |
Reported balance
After 2024-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-03-01 · Grant · Acquired 1,331 · Balance 4,629 F4: Restricted stock units convert to stock on a one-for-one basis. F6: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 945 units (plus reinvested dividends related to those units) vest on March 1, 2025, (ii) 1,027 units (plus reinvested dividends related to those units) vest on March 1, 2026, and (iii) 1,331 units (plus reinvested dividends related to those units) vest on March 1, 2027. F7: Includes 141 restricted stock units acquired through reinvestment of dividends, a portion of which is accounted for in the current transaction. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,429 |
Reported balance
After 2024-03-02 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-03-02 · Exercise / conversion · Disposed 1,200 · Balance 3,429 F4: Restricted stock units convert to stock on a one-for-one basis. F3: Reflects vesting of 1,070 restricted stock units (plus reinvested dividends related to those units). F6: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 945 units (plus reinvested dividends related to those units) vest on March 1, 2025, (ii) 1,027 units (plus reinvested dividends related to those units) vest on March 1, 2026, and (iii) 1,331 units (plus reinvested dividends related to those units) vest on March 1, 2027. |
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 2, 2024.
F3: Reflects vesting of 1,070 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 2, 2024.
F6: Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 945 units (plus reinvested dividends related to those units) vest on March 1, 2025, (ii) 1,027 units (plus reinvested dividends related to those units) vest on March 1, 2026, and (iii) 1,331 units (plus reinvested dividends related to those units) vest on March 1, 2027.
F7: Includes 141 restricted stock units acquired through reinvestment of dividends, a portion of which is accounted for in the current transaction.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
GREAT PLAINS ENERGY INC
Report date June 03, 2018 · Filed June 05, 2018
Section 16 reporting ended · disclosed 2018-06-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2018-06-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-06-03 · Grant · Acquired 6,118 · Balance 18,123 F1: Each restricted stock unit represents a contingent right to receive one share of common stock. The restricted stock units vest on June 5, 2020, if the officer remains employed with the company through the vesting date. Row 2 · 2018-06-04 · Disposition to issuer · Disposed 18,123 · Balance 0 F2: Disposed of pursuant to that certain Amended and Restated Agreement and Plan of Merger ("Merger Agreement") dated as of July 9, 2017 by and among Great Plains Energy Incorporated ("Great Plains Energy"), Westar Energy, Inc., Evergy, Inc. ("Evergy") (formerly Monarch Energy Holding, Inc.), King Energy, Inc., and for certain limited purposes, GP Star, Inc. in exchange for shares of Evergy common stock at an exchange ratio of 0.5981 for each Great Plains Energy share on the effective date of the merger. On the effective date of the merger, the closing price of Great Plains Energy's common stock was $31.99 per share, and Evergy's common stock had not yet commenced trading on the New York Stock Exchange. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of common stock. The restricted stock units vest on June 5, 2020, if the officer remains employed with the company through the vesting date.
F2: Disposed of pursuant to that certain Amended and Restated Agreement and Plan of Merger ("Merger Agreement") dated as of July 9, 2017 by and among Great Plains Energy Incorporated ("Great Plains Energy"), Westar Energy, Inc., Evergy, Inc. ("Evergy") (formerly Monarch Energy Holding, Inc.), King Energy, Inc., and for certain limited purposes, GP Star, Inc. in exchange for shares of Evergy common stock at an exchange ratio of 0.5981 for each Great Plains Energy share on the effective date of the merger. On the effective date of the merger, the closing price of Great Plains Energy's common stock was $31.99 per share, and Evergy's common stock had not yet commenced trading on the New York Stock Exchange.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 20, 2017 Filed Sep 22, 2017 17:13 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | Tax withholdingCommon Stock | 7 | $30.66 | $214.62 |
DisclosureSEC source: 0001127602-17-027946 · form4.xml · nonDerivative · entry 1 BUSSER STEVEN P · CIK 0001220871 · VP-Risk Mgmt & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,404 F1 · shares: Relinquished to the Company for withholding taxes incident to the vesting of DRIP shares related to a restricted stock award. F2 · balance_after: Amount includes 83 shares acquired between September 5, 2017, and September 20, 2017, through participation in the Company's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| September 05, 2017 Filed Sep 7, 2017 17:08 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | Tax withholdingCommon Stock | 895 | $30.78 | $27,548.10 |
DisclosureSEC source: 0001127602-17-027146 · form4.xml · nonDerivative · entry 1 BUSSER STEVEN P · CIK 0001220871 · VP-Risk Mgmt & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,328 F1 · shares: Relinquished to the Company for withholding taxes incident to the vesting of restricted stock on September 5, 2017. F2 · balance_after: Amount includes 156 shares acquired between March 1, 2017, and September 5, 2017, through participation in the Company's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 17:32 UTC | GREAT PLAINS ENERGY INC GXP · Entity 166033 | GrantCommon Stock | 1,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009833 · form4.xml · nonDerivative · entry 1 BUSSER STEVEN P · CIK 0001220871 · VP-Risk Mgmt & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,067 F1 · shares: Award of time-based restricted stock pursuant to the Company's Long-Term Incentive Plan. F2 · balance_after: Amount includes 258 shares acquired between March 1, 2016, and March 1, 2017, through participation in the Company's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.