Evergy (NYSE: EVRG) EVP granted shares, surrenders stock for taxes
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Evergy, Inc. executive Charles A. Caisley reported multiple equity-related transactions on March 1, 2026. He acquired 3,836 shares through the exercise of restricted stock units and received a new grant of 4,535 restricted stock units, which convert to common stock on a one-for-one basis. He was also awarded 10,766 shares of common stock in settlement of performance share units. To cover withholding taxes tied to these settlements and vestings, he relinquished 2,762 and 1,711 shares of common stock at $83.66 per share to Evergy. Following these transactions, he directly owned 48,577 shares of common stock and 27,262 restricted stock units, plus additional indirect holdings through his daughter and wife.
Positive
- None.
Negative
- None.
Insider Trade Summary
3,836 shares exercised/converted
Mixed
8 txns
Insider
Caisley Charles A.
Role
EVP & CHIEF CUST OFFCR
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 3,836 | $0.00 | -- |
| Grant/Award | Restricted Stock Units | 4,535 | $0.00 | -- |
| Grant/Award | Common Stock | 10,766 | $0.00 | -- |
| Tax Withholding | Common Stock | 2,762 | $83.66 | $231K |
| Exercise | Common Stock | 3,836 | $0.00 | -- |
| Tax Withholding | Common Stock | 1,711 | $83.66 | $143K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Units — 22,727 shares (Direct);
Common Stock — 49,214 shares (Direct);
Common Stock — 59 shares (Indirect, By Daughter)
Footnotes (1)
- Award of common stock in settlement of performance share units. Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 1, 2026. Reflects vesting of 3,373 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. Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 1,637 units (plus reinvested dividends related to those units) vest on October 7, 2026, (ii) 4,371 units (plus reinvested dividends related to those units) vest on March 1, 2027, (iii) 1,637 units (plus reinvested dividends related to those units) vest on October 7, 2027, (iv) 4,594 units (plus reinvested dividends related to those units) vest on March 1, 2028, (v) 9,666 units (plus reinvested dividends related to those units) vest on October 7, 2028, and (vi) 4,535 units (plus reinvested dividends related to those units) vest on March 1, 2029. Includes 249 restricted stock units acquired through reinvestment of dividends, a portion of which is accounted for in the current transaction.
FAQ
What insider transactions did Evergy (EVRG) executive Charles Caisley report?
Charles Caisley reported equity awards and tax-related share surrenders. He exercised restricted stock units, received new stock and unit grants, and relinquished shares to Evergy to satisfy withholding taxes tied to performance share and restricted stock unit vesting on March 1, 2026.
What are Charles Caisley’s Evergy (EVRG) holdings after these transactions?
After the reported transactions, Caisley directly held 48,577 shares of Evergy common stock and 27,262 restricted stock units. He also had indirect ownership of 59 shares through his daughter and 418 shares through his wife, as disclosed in the Form 4 filing’s holdings section.
How do Charles Caisley’s Evergy (EVRG) restricted stock units vest over time?
His restricted stock units generally vest over several future dates, subject to continued employment. Vesting tranches are scheduled on October 7, 2026, March 1, 2027, October 7, 2027, March 1, 2028, October 7, 2028, and March 1, 2029, with each tranche plus related reinvested dividends vesting separately.