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Evergy, Inc. (EVRG) SEC Filings

EVRG NASDAQ

Evergy, Inc. filings document the regulatory disclosures of a Nasdaq-listed electric utility holding company and its utility registrants, including Evergy Kansas Central and Evergy Metro. The record includes Form 8-K reports for operating results and financial condition, material-event disclosures, debt issuance, credit agreements, supplemental indenture matters, and common stock registration information.

Evergy’s proxy materials cover annual meeting business, board elections, shareholder voting matters, governance, and executive compensation. Its capital-structure filings describe notes, term loan facilities, covenants, underwriting agreements, and related exhibits tied to utility financing and regulated investment needs.

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Evergy, Inc. EVP Charles A. Caisley had 1,637 restricted stock units vest on October 7, 2026, along with 127 dividend equivalent rights; both convert into common stock on a one-for-one basis, corresponding to 1,764 shares. He relinquished 787 common shares to Evergy for withholding taxes at a reported $80.30 per share. After the transaction, he held 26,201 restricted stock units, including 469 dividend equivalent rights. Common shares held indirectly through his wife and daughter were 418 and 59, respectively.

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Evergy, Inc. EVP Charles A. Caisley reported a sale of 1,198 common shares on June 15, 2026, at a weighted-average price of $83.46 per share. The amendment corrects an earlier report that omitted this sale and reports total sales of 11,985 shares. Prices for the 1,198 shares ranged from $83.45 to $83.50, inclusive; his reported direct holding afterward was 36,591 shares.

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Evergy, Inc. (EVRG) reported that its EVP - Chief Financial Officer, William Bryan Buckler, had 15,880 restricted stock units and dividend equivalent rights vest on October 1, 2026, converting into 15,880 common shares on a one-for-one basis. The vesting included 14,735 RSUs and 1,145 accrued DERs. Buckler relinquished 5,999 shares to Evergy for withholding taxes at $78.79 per share. His reported derivative position following the vesting was 13,610 securities, including 740 DERs.

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Evergy, Inc. (EVRG) director C. John Wilder acquired 447 Director deferred share units on October 1, 2026, as partial payment of retainer fees he elected to defer. His reported post-transaction balance was 30,170 units.

A separate holding entry reports 2,657,473 common shares directly beneficially owned by BEP Special Situations V LLC on October 1, 2026. Wilder may be deemed to beneficially own those shares through his management roles in Bluescape entities, but disclaims beneficial ownership except to the extent of his pecuniary interest.

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Evergy, Inc. director Jonathan D. Rolph acquired 383 Director Deferred Share Units on October 1, 2026, as partial payment of retainer fees he elected to defer. His reported balance after the acquisition was 7,783 units, including 63 units acquired through reinvested dividend equivalents.

Each unit represents the right to receive one Evergy common share, plus stock reflecting reinvested dividends if applicable. Units are converted to stock and distributed following termination of Board service. Rolph also reported 800 common shares held directly and 200 held by his wife.

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Evergy, Inc. (EVRG), through its subsidiary Evergy Kansas Central, Inc., reports the issuance of $350,000,000 aggregate principal amount of its First Mortgage Bonds, 5.600% Series due 2034. The bonds were issued on September 16, 2026 under an existing shelf registration statement on Form S-3.

The bonds were sold pursuant to an underwriting agreement with PNC Capital Markets LLC, RBC Capital Markets, LLC, Truist Securities, Inc. and U.S. Bancorp Investments, Inc., and are governed by a Fifty-Sixth Supplemental Indenture with The Bank of New York Mellon Trust Company, N.A. as trustee.

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Evergy, Inc. (EVRG) director Jonathan D. Rolph reported multiple open-market purchases of Evergy common stock on September 11, 2026. In total, 1,640 shares were bought indirectly for family-related accounts, including gift trusts for his daughter and son and shares held by his wife, at prices around $81–$82 per share. Rolph also reports direct holdings of 7,337 Director Deferred Share Units, each tied to one share of Evergy common stock plus reinvested dividends, and 800 shares of common stock held directly. No Rule 10b5-1 trading plan is reported for these transactions.

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Evergy, Inc. (EVRG) reported financing actions involving its bank credit and long-term debt. On August 24, 2026, the company terminated a $500 million Term Loan Credit Agreement with Wells Fargo Bank, N.A., which had been scheduled to mature on February 10, 2027, and incurred no early termination penalties.

On the same date, Evergy issued $600,000,000 aggregate principal amount of 6.40% Fixed-to-Fixed Reset Rate Junior Subordinated Notes due 2057. The notes were issued under an underwriting agreement with a syndicate led by BofA Securities, Goldman Sachs & Co. LLC, Morgan Stanley & Co. LLC, MUFG Securities Americas Inc. and Wells Fargo Securities, LLC, and were registered under an existing shelf registration statement on Form S-3. Evergy also entered into a supplemental indenture governing the notes and filed legal and tax opinions as exhibits to support the validity and tax treatment of the securities.

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Evergy, Inc. (EVRG) is issuing $600 million of 6.40% Fixed‑to‑Fixed Reset Rate Junior Subordinated Notes due 2057. The notes pay 6.40% annually from August 24, 2026 to February 15, 2032, then reset every five years to the Five‑year U.S. Treasury Rate + 2.022% with a floor of 6.40%. Interest is paid semi‑annually on February 15 and August 15, starting February 15, 2027, and Evergy may defer interest for up to 20 consecutive semi‑annual periods, with unpaid interest compounding.

The notes are junior subordinated to Evergy’s Senior Indebtedness and structurally subordinated to liabilities of subsidiaries. As of June 30, 2026, Evergy had $3.8 billion of Senior Indebtedness and subsidiaries had $21.2 billion of total liabilities, including $10.7 billion of long‑term debt. The notes rank pari passu with $500 million of existing junior subordinated notes and are unsecured. They will not be listed, and there is currently no public market. Net proceeds of approximately $592.7 million will be used to repay a Term Loan (weighted‑average interest 4.73% at July 31, 2026) and for general corporate purposes. Evergy may redeem the notes at par in specified windows, or at 101–102% upon defined tax, tax credit, or rating agency events.

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Evergy, Inc. is offering a new series of Fixed-to-Fixed Reset Rate Junior Subordinated Notes due 2057 under its shelf registration. The notes pay a fixed rate from the August 2026 issue date to February 15, 2032, then reset every five years to the Five-year U.S. Treasury Rate plus a spread, with a floor equal to the initial fixed rate. Maturity is February 15, 2057, with semi-annual interest payments.

Evergy may defer interest for up to 20 consecutive semi-annual periods (about 10 years), during which interest (including deferred interest) continues to accrue and compound. The notes are unsecured and subordinated to approximately $3.8 billion of Evergy senior indebtedness and structurally subordinated to about $21.2 billion of subsidiary liabilities; they rank equally with $500 million of existing junior subordinated notes. The notes will not be listed, and Evergy has broad optional redemption rights, including around the first reset date and upon certain tax, rating-agency, or tax-credit events. Net proceeds will be used to repay part of a term loan bearing 4.73% interest and for general corporate purposes. In 2025 Evergy generated operating revenues of $5.96 billion and net income attributable to Evergy of $855.6 million; for the six months ended June 30, 2026, revenues were $2.94 billion and net income attributable to Evergy was $366.5 million.

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FAQ

How many Evergy (EVRG) SEC filings are available on StockTitan?

StockTitan tracks 80 SEC filings for Evergy (EVRG), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Evergy (EVRG)?

The most recent SEC filing for Evergy (EVRG) was filed on October 9, 2026.