Charles A. Caisley - Mar 1, 2025 Form 4 Insider Report for Evergy, Inc. (EVRG)

Role
EVP - PA & CHIEF CO
Signature
Executed on behalf of Charles A. Caisley by Christie Dasek-Kaine, attorney-in-fact
Stock symbol
EVRG
Transactions as of
Mar 1, 2025
Transactions value $
-$101,160
Form type
4
Date filed
3/4/2025, 04:08 PM
Previous filing
Oct 9, 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction EVRG Common Stock Award $0 +1.68K +5% $0.00 35.2K Mar 1, 2025 Direct F1, F2
transaction EVRG Common Stock Tax liability -$30.1K -437 -1.24% $68.91 34.7K Mar 1, 2025 Direct F3
transaction EVRG Common Stock Options Exercise $0 +3.48K +10.02% $0.00 38.2K Mar 1, 2025 Direct F4, F5
transaction EVRG Common Stock Tax liability -$71K -1.03K -2.7% $68.91 37.2K Mar 1, 2025 Direct F6
holding EVRG Common Stock 59 Mar 1, 2025 By Daughter
holding EVRG Common Stock 418 Mar 1, 2025 By Wife

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction EVRG Restricted Stock Units Options Exercise $0 -3.48K -20.82% $0.00 13.2K Mar 1, 2025 Common Stock 3.48K Direct F4, F5, F7, F8
transaction EVRG Restricted Stock Units Award $0 +4.59K +34.72% $0.00 17.8K Mar 1, 2025 Common Stock 4.59K Direct F5, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Award of common stock in settlement of performance share units.
F2 Includes 1 share acquired through reinvestment of dividends.
F3 Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 1, 2025.
F4 Reflects vesting of 3,066 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, 2025.
F7 Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 1,638 units (plus reinvested dividends related to those units) vest on October 7, 2025, (ii) 3,373 units (plus reinvested dividends related to those units) vest on March 1, 2026, (iii) 1,637 units (plus reinvested dividends related to those units) vest on October 7, 2026, (iv) 4,371 units (plus reinvested dividends related to those units) vest on March 1, 2027, (v) 1,637 units (plus reinvested dividends related to those units) vest on October 7, 2027, and (vi) 4,594 units (plus reinvested dividends related to those units) vest on March 1, 2028.
F8 Includes 182 restricted stock units acquired through reinvestment of dividends, a portion of which is accounted for in the current transaction.