Evergy (EVRG) SVP Elwell reports stock grants, RSU vesting and tax withholdings

Filing Impact

(Moderate)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Evergy, Inc. executive Lesley Lissette Elwell, SVP & Chief People Officer, reported several equity transactions on March 1, 2026. These included exercises of restricted stock units that convert into common stock on a one-for-one basis and new grants of restricted stock units and common shares.

Elwell received a grant of 6,604 shares of common stock and additional awards of restricted stock units, some linked to performance share unit settlements and dividend reinvestments. A portion of the newly delivered common shares, at a price of $83.66 per share, was relinquished back to Evergy to cover withholding taxes related to the vesting and settlement events, while remaining shares continue to be held directly.

Insider Trade Summary

4,898 shares exercised/converted

Mixed 9 txns

Insider Elwell Lesley Lissette

Role SVP & CHIEF PEOPLE OFFICER

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	2,353	$0.00	--
Exercise	Restricted Stock Units	2,545	$0.00	--
Grant/Award	Restricted Stock Units	2,373	$0.00	--
Grant/Award	Common Stock	6,604	$0.00	--
Tax Withholding	Common Stock	1,617	$83.66	$135K
Exercise	Common Stock	2,353	$0.00	--
Tax Withholding	Common Stock	703	$83.66	$59K
Exercise	Common Stock	2,545	$0.00	--
Tax Withholding	Common Stock	784	$83.66	$66K

Holdings After Transaction: Restricted Stock Units — 10,759 shares (Direct); Common Stock — 7,187 shares (Direct)

Footnotes (1)

Award of common stock in settlement of performance share units. Includes 84 shares acquired through reinvested dividends. Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 1, 2026. Reflects vesting of 2,069 restricted stock units (plus reinvested dividends related to those units). Restricted stock units convert to stock on a one-for-one basis. Relinquished to Evergy for withholding taxes incident to the vesting of restricted stock units on March 1, 2026. Reflects vesting of 2,339 restricted stock units (plus reinvested dividends related to those units). Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 2,753 units (plus reinvested dividends related to those units) vest on March 1, 2027, (ii) 2,339 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iii) 2,573 units (plus reinvested dividends related to those units) vest on March 1, 2028, and (iv) 2,373 units (plus reinvested dividends related to those units) vest on March 1, 2029. Includes 244 restricted stock units acquired through reinvestment of dividends.

Form 4 Insider Transactions: What Each Field Means →

03/03/2026 - 05:06 PM

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Elwell Lesley Lissette

(Last)

(First)

(Middle)

C/O EVERGY, INC.

1200 MAIN STREET

(Street)

KANSAS CITY

64105

(City)

(State)

(Zip)

2. Issuer Name and Ticker or Trading Symbol
Evergy, Inc. [ EVRG ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	SVP & CHIEF PEOPLE OFFICER

3. Date of Earliest Transaction (Month/Day/Year)
03/01/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	03/01/2026		A		6,604⁽¹⁾	A	$0	7,187⁽²⁾	D
Common Stock	03/01/2026		F		1,617⁽³⁾	D	$83.66	5,570	D
Common Stock	03/01/2026		M		2,353⁽⁴⁾	A	$0⁽⁵⁾	7,923	D
Common Stock	03/01/2026		F		703⁽⁶⁾	D	$83.66	7,220	D
Common Stock	03/01/2026		M		2,545⁽⁷⁾	A	$0⁽⁵⁾	9,765	D
Common Stock	03/01/2026		F		784⁽⁶⁾	D	$83.66	8,981	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Restricted Stock Units	⁽⁵⁾	03/01/2026		M			2,353⁽⁴⁾	⁽⁸⁾	⁽⁸⁾	Common Stock	2,353	$0	10,759⁽⁹⁾	D
Restricted Stock Units	⁽⁵⁾	03/01/2026		M			2,545⁽⁷⁾	⁽⁸⁾	⁽⁸⁾	Common Stock	2,545	$0	8,214	D
Restricted Stock Units	⁽⁵⁾	03/01/2026		A		2,373		⁽⁸⁾	⁽⁸⁾	Common Stock	2,373	$0	10,587	D

Explanation of Responses:

1. Award of common stock in settlement of performance share units.

2. Includes 84 shares acquired through reinvested dividends.

3. Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 1, 2026.

4. Reflects vesting of 2,069 restricted stock units (plus reinvested dividends related to those units).

5. Restricted stock units convert to stock on a one-for-one basis.

6. Relinquished to Evergy for withholding taxes incident to the vesting of restricted stock units on March 1, 2026.

7. Reflects vesting of 2,339 restricted stock units (plus reinvested dividends related to those units).

8. Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 2,753 units (plus reinvested dividends related to those units) vest on March 1, 2027, (ii) 2,339 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iii) 2,573 units (plus reinvested dividends related to those units) vest on March 1, 2028, and (iv) 2,373 units (plus reinvested dividends related to those units) vest on March 1, 2029.

9. Includes 244 restricted stock units acquired through reinvestment of dividends.

	Executed on behalf of Lesley L. Elwell by Christie Dasek-Kaine, attorney-in-fact	03/03/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions did Evergy (EVRG) report for Lesley Lissette Elwell?

Evergy reported that SVP & Chief People Officer Lesley Lissette Elwell exercised restricted stock units, received new restricted stock unit awards, and was granted common shares, with some shares relinquished to Evergy to satisfy tax withholding obligations tied to vesting and performance share unit settlements.

How many Evergy (EVRG) common shares were granted to Lesley Lissette Elwell?

Lesley Lissette Elwell was granted 6,604 shares of Evergy common stock at a stated price of $0.00 per share, reflecting an equity award rather than an open-market purchase, and these shares increased her directly held common stock position before any tax-related share withholdings.

How were taxes handled on Lesley Lissette Elwell’s Evergy (EVRG) equity vesting?

For Elwell’s vesting and settlement events, Evergy withheld common shares to cover tax obligations. Shares were relinquished back to Evergy at $83.66 per share in connection with performance share unit settlements and restricted stock unit vesting, instead of Elwell making a separate cash payment.

What do the restricted stock unit transactions mean for Evergy (EVRG) SVP Elwell?

The restricted stock unit transactions show Elwell receiving equity compensation that vests over time, including units tied to performance share units and dividend reinvestments. Some units converted one-for-one into common stock, while future tranches are scheduled to vest on specified March 1 dates, subject to continued employment.

Were Lesley Lissette Elwell’s Evergy (EVRG) transactions open-market buys or sells?

Elwell’s reported transactions were equity awards, unit vestings, and related conversions, not open-market trades. Dispositions labeled with code F represent shares withheld by Evergy to pay tax liabilities, rather than discretionary sales into the market by Elwell.

How do dividend reinvestments affect Lesley Lissette Elwell’s Evergy (EVRG) holdings?

Elwell’s holdings include additional shares and restricted stock units acquired through reinvested dividends. Footnotes note 84 common shares and 244 restricted stock units from dividend reinvestments, modestly increasing her equity exposure without separate cash purchases in the market.