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Evergy (NYSE: EVRG) CEO granted stock and surrenders shares for taxes

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(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Evergy, Inc. President and CEO David A. Campbell reported multiple equity-related transactions dated March 1, 2026. He acquired 22,077 shares of common stock through the exercise of restricted stock units, which convert to stock on a one-for-one basis, and received an additional 61,984 shares of common stock as an award in settlement of performance shares.

He was also granted 25,235 restricted stock units as a new equity award. To cover withholding taxes tied to these vesting and settlement events, he relinquished 22,975 shares of common stock at a price of $83.66 per share and a further 9,946 shares of common stock at $83.66 per share back to Evergy. After these transactions, he continued to hold a substantial amount of Evergy common stock and restricted stock units directly.

Positive

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Insider Campbell David A
Role President and CEO
Type Security Shares Price Value
Exercise Restricted Stock Units 22,077 $0.00 --
Grant/Award Restricted Stock Units 25,235 $0.00 --
Grant/Award Common Stock 61,984 $0.00 --
Tax Withholding Common Stock 22,975 $83.66 $1.92M
Exercise Common Stock 22,077 $0.00 --
Tax Withholding Common Stock 9,946 $83.66 $832K
Holdings After Transaction: Restricted Stock Units — 56,898 shares (Direct); Common Stock — 170,944 shares (Direct)
Footnotes (1)
  1. Award of common stock in settlement of performance shares. Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 1, 2026. Reflects vesting of 19,415 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) 25,247 units (plus reinvested dividends related to those units) vest on March 1, 2027, (ii) 28,319 units (plus reinvested dividends related to those units) vest on March 1, 2028, and (iii) 25,235 units (plus reinvested dividends related to those units) vest on March 1, 2029. Includes 2,981 restricted stock units acquired through reinvestment of dividends, a portion of which is accounted for in the current transaction.
Form 4 Insider Transactions: What Each Field Means →
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*
Campbell David 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)
X Director 10% Owner
X Officer (give title below) Other (specify below)
President and CEO
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)
Code V Amount (A) or (D) Price
Common Stock 03/01/2026 A 61,984(1) A $0 170,944 D
Common Stock 03/01/2026 F 22,975(2) D $83.66 147,969 D
Common Stock 03/01/2026 M 22,077(3) A $0(4) 170,046 D
Common Stock 03/01/2026 F 9,946(5) D $83.66 160,100 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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Restricted Stock Units (4) 03/01/2026 M 22,077(3) (6) (6) Common Stock 22,077 $0 56,898(7) D
Restricted Stock Units (4) 03/01/2026 A 25,235 (6) (6) Common Stock 25,235 $0 82,133 D
Explanation of Responses:
1. Award of common stock in settlement of performance shares.
2. Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 1, 2026.
3. Reflects vesting of 19,415 restricted stock units (plus reinvested dividends related to those units).
4. Restricted stock units convert to stock on a one-for-one basis.
5. Relinquished to Evergy for withholding taxes incident to the vesting of restricted stock units on March 1, 2026.
6. Of the total restricted stock units reported, and subject to, in general, continued employment, (i) 25,247 units (plus reinvested dividends related to those units) vest on March 1, 2027, (ii) 28,319 units (plus reinvested dividends related to those units) vest on March 1, 2028, and (iii) 25,235 units (plus reinvested dividends related to those units) vest on March 1, 2029.
7. Includes 2,981 restricted stock units acquired through reinvestment of dividends, a portion of which is accounted for in the current transaction.
Executed on behalf of David A. Campbell 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 did Evergy (EVRG) CEO David A. Campbell report on this Form 4?

David A. Campbell reported equity compensation activity, including stock awards, restricted stock unit exercises, and related tax-withholding share surrenders. These transactions reflect routine compensation and tax settlement mechanisms, not open-market buying or selling of Evergy common stock.

How many Evergy (EVRG) restricted stock units did the CEO acquire?

The CEO acquired 22,077 shares through the exercise of restricted stock units and received a new grant of 25,235 restricted stock units. These units represent stock-based compensation that vests over time, aligning his interests with longer-term Evergy shareholder value.

What common stock awards did Evergy (EVRG) grant to its CEO?

Campbell received 61,984 shares of Evergy common stock as an award in settlement of performance shares. This grant reflects previously earned performance-based incentives being settled in stock rather than cash, increasing his direct equity exposure to the company.

Why did the Evergy (EVRG) CEO dispose of some shares in this filing?

He relinquished 22,975 and 9,946 shares of Evergy common stock, each at $83.66 per share, to satisfy withholding taxes. These are tax-withholding dispositions, not open-market sales, and are tied directly to vesting and settlement of equity awards.

Are the Evergy (EVRG) CEO’s transactions open-market buys or sells?

The reported actions are equity grants, restricted stock unit exercises, and tax-withholding dispositions, not open-market purchases or sales. The Form 4 uses codes M, A, and F, indicating derivative exercises, awards, and shares withheld to cover tax obligations on those awards.

How do these Form 4 transactions affect Evergy (EVRG) CEO’s ownership?

After exercising units, receiving awards, and relinquishing shares for taxes, Campbell continues to hold a significant number of Evergy common shares and restricted stock units directly. The filing shows ongoing alignment through stock-based compensation rather than reductions via open-market selling.