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EVRG Form 4: Executive vests 1,704 RSUs; tax withholding of 505 shares

Filing Impact
(Neutral)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Evergy, Inc. (EVRG) insider Charles A. Caisley reported equity changes tied to restricted stock unit vesting and tax withholding. On 10/07/2025, 1,704 restricted stock units vested under codes M and A, reflecting a conversion to common stock at $0 per unit, and 9,666 additional restricted stock units were recorded as newly acquired under a grant. The filing shows 505 shares surrendered to Evergy to satisfy withholding taxes at an indicated price of $77.69, leaving the reporting person with 38,448 shares directly owned and additional shares held indirectly by family members (daughter: 59, wife: 418). The restricted stock units remaining are scheduled to vest in tranches from 03/01/2026 through 10/07/2028, with specific amounts disclosed for each vesting date.

Positive

  • 9,666 restricted stock units recorded as acquired, increasing long-term equity alignment
  • Vesting schedule disclosed through 10/07/2028, supporting retention incentives
  • Direct ownership of 38,448 shares after transactions, showing continued insider stake

Negative

  • 505 shares surrendered to satisfy withholding taxes, reducing immediate shareholdings
  • Future dilution risk from multiple scheduled vesting tranches totaling several thousand units

Insights

Vesting-heavy compensation increases near-term equity exposure.

The reporting shows a significant tranche of 9,666 restricted stock units added and 1,704 units vested on 10/07/2025, which convert one-for-one to common shares. That raises the executive's equity stake and aligns pay with long-term stock performance.

These awards are subject to continued employment and are scheduled to vest in multiple tranches through 10/07/2028, creating retention incentives but also potential future dilution when converted; monitor actual share issuance and any subsequent sales over the next 3 years around each vesting date.

Routine tax withholding and family holdings are disclosed; no unusual trades.

The surrender of 505 shares to satisfy withholding taxes at $77.69 is a common administrative action at vesting. Indirect holdings reported for a daughter (59) and wife (418) clarify family exposure under Section 16 rules.

Because vesting is tied to continued employment, governance watchers should track employment status and any amendments to the grant schedule through 10/07/2028; significant departures or accelerated vesting would be material to ownership dynamics.

Insider Caisley Charles A.
Role EVP - PA & CHIEF CO
Type Security Shares Price Value
Grant/Award Restricted Stock Units 9,666 $0.00 $0.00
Exercise Restricted Stock Units 1,704 $0.00 $0.00
Exercise Common Stock 1,704 $0.00 $0.00
Exercise Price or Tax Liability Common Stock 505 $77.69 $39K
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Restricted Stock Units — 26,314 shares (Direct); Common Stock — 38,448 shares (Direct); Common Stock — 59 shares (Indirect, By Daughter); Common Stock — 418 shares (Indirect, By Wife)
Footnotes (7)
  1. F1. Reflects vesting of 1,638 restricted stock units (plus 66 reinvested dividends related to those units).
  2. F2. Restricted stock units convert to stock on a one-for-one basis.
  3. F3. Includes 73 shares acquired through reinvestment of dividends.
  4. F4. Relinquished to Evergy, Inc. for withholding taxes incident to the vesting of restricted stock units on October 7, 2025.
  5. F5. Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 3,373 units (plus reinvested dividends related to those units) vest on March 1, 2026, (ii) 1,637 units (plus reinvested dividends related to those units) vest on October 7, 2026, (iii) 4,371 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iv) 1,637 units (plus reinvested dividends related to those units) vest on October 7, 2027, (v) 4,594 units (plus reinvested dividends related to those units) vest on March 1, 2028, and (vi) 9,666 units (plus reinvested dividends related to those units) vest on October 7, 2028.
  6. F6. Includes 525 restricted stock units acquired through reinvestment of dividends, a portion of which is accounted for in the current transaction.
  7. F7. A restricted stock unit represents a contingent right to receive one share of Evergy, Inc. common stock. The vesting is part of the total stock units reported on October 7, 2024 that are subject to the terms of the grant agreements and the Long-Term Incentive Plan, including continued employment.

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Form 4 Insider Transactions: What Each Field Means →

FAQ

What changes did Charles A. Caisley report on Form 4 for EVRG?
The filing reports vesting and conversion of restricted stock units, including 1,704 units vested on 10/07/2025 and 9,666 units recorded as acquired; 505 shares were surrendered for tax withholding at $77.69.

How many Evergy shares does the reporting person own after the transactions?
The reporting person directly owns 38,448 shares following the reported transactions, with additional indirect holdings of 59 shares (daughter) and 418 shares (wife).

What is the vesting schedule for the remaining restricted stock units?
Remaining units vest in tranches: 3,373 on 03/01/2026, 1,637 on 10/07/2026, 4,371 on 03/01/2027, 1,637 on 10/07/2027, 4,594 on 03/01/2028, and 9,666 on 10/07/2028 (plus reinvested dividends where noted).

Were any shares sold as part of these transactions?
No open-market sale is reported; 505 shares were relinquished to Evergy for tax withholding related to RSU vesting, not sold on the market per the Form 4.

What price was used for the withholding transaction?
The shares withheld for taxes were recorded at a price of $77.69.
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
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
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*
Caisley Charles A.
(Last) (First) (Middle)
C/O EVERGY, INC.
1200 MAIN STREET
(Street)
KANSAS CITY MO 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)
EVP - PA & CHIEF CO
3. Date of Earliest Transaction (Month/Day/Year)
10/07/2025
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)
Code V Amount (A) or (D) Price
Common Stock 10/07/2025 M 1,704(1) A $0(2) 38,953(3) D
Common Stock 10/07/2025 F 505(4) D $77.69 38,448 D
Common Stock 59 I By Daughter
Common Stock 418 I By Wife
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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Restricted Stock Units (2) 10/07/2025 A 9,666 (5) (5) Common Stock 9,666 $0 28,018(6) D
Restricted Stock Units (2) 10/07/2025 M 1,704(1) (5)(7) (5)(7) Common Stock 1,704 $0 26,314 D
Explanation of Responses:
1. Reflects vesting of 1,638 restricted stock units (plus 66 reinvested dividends related to those units).
2. Restricted stock units convert to stock on a one-for-one basis.
3. Includes 73 shares acquired through reinvestment of dividends.
4. Relinquished to Evergy, Inc. for withholding taxes incident to the vesting of restricted stock units on October 7, 2025.
5. Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 3,373 units (plus reinvested dividends related to those units) vest on March 1, 2026, (ii) 1,637 units (plus reinvested dividends related to those units) vest on October 7, 2026, (iii) 4,371 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iv) 1,637 units (plus reinvested dividends related to those units) vest on October 7, 2027, (v) 4,594 units (plus reinvested dividends related to those units) vest on March 1, 2028, and (vi) 9,666 units (plus reinvested dividends related to those units) vest on October 7, 2028.
6. Includes 525 restricted stock units acquired through reinvestment of dividends, a portion of which is accounted for in the current transaction.
7. A restricted stock unit represents a contingent right to receive one share of Evergy, Inc. common stock. The vesting is part of the total stock units reported on October 7, 2024 that are subject to the terms of the grant agreements and the Long-Term Incentive Plan, including continued employment.
Executed on behalf of Charles A. Caisley by Christie Dasek-Kaine, attorney-in-fact 10/09/2025
** 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