Evergy (EVRG) director Rolph granted 348 deferred share units, now holds 7,337
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Evergy, Inc. director Jonathan D. Rolph reported a grant of 348 Director deferred share units linked to Evergy common stock. These units were received as partial payment of Board retainer fees elected to be deferred. Each unit represents the right to receive one Evergy common share, plus stock from reinvested dividends if applicable, and is converted to stock and distributed after his Board service ends. Following this grant, he holds 7,337 Director deferred share units directly. The filing also lists common stock holdings of 800 shares held directly and additional indirect holdings in family gift trusts for his son and daughter.
Positive
- None.
Negative
- None.
Insider Trade Summary
8 transactions reported
Mixed
8 txns
Insider
Rolph Jonathan D
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Director Deferred Share Units | 348 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Director Deferred Share Units — 7,337 shares (Direct, null);
Common Stock — 800 shares (Direct, null);
Common Stock — 335 shares (Indirect, As Trustee, Gift Trust of Daughter)
Footnotes (1)
- Director deferred share units represent the right to receive one share of Evergy, Inc. common stock, plus, if applicable, stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person. Director deferred share units received as partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. Includes 59 deferred share units acquired through the reinvestment of dividend equivalents.
Key Figures
Deferred share units granted: 348 units
Deferred share units after grant: 7,337 units
Dividend-equivalent units: 59 units
+3 more
6 metrics
Deferred share units granted
348 units
Director deferred share units, grant on 2026-07-01
Deferred share units after grant
7,337 units
Total Director deferred share units following transaction
Dividend-equivalent units
59 units
Deferred share units from reinvested dividend equivalents
Direct common stock holding
800 shares
Evergy common stock held directly after reported entries
Gift trust holdings (example 1)
335 shares
Evergy common stock in daughter gift trust, total following entry
Gift trust holdings (example 2)
300 shares
Evergy common stock in son gift trust, total following entry
Key Terms
Director deferred share units, reinvestment of dividend equivalents, retainer fees
3 terms
reinvestment of dividend equivalents financial
"Includes 59 deferred share units acquired through the reinvestment of dividend equivalents."
retainer fees financial
"Director deferred share units received as partial payment of retainer fees that have been deferred"
FAQ
What insider transaction did Evergy (EVRG) report for Jonathan D. Rolph?
Evergy director Jonathan D. Rolph reported receiving 348 Director deferred share units. These units are part of his Board compensation, taken as deferred equity instead of cash retainer fees, and convert into Evergy common stock after his Board service ends.
Are Jonathan D. Rolph’s new Evergy (EVRG) units an open-market purchase or a grant?
The 348 Director deferred share units are a grant tied to Board retainer fees, not an open-market purchase. They were received as partial payment of fees that Rolph elected to defer, with no cash price per unit shown in the filing.
What direct and indirect Evergy (EVRG) common stock holdings does Jonathan D. Rolph report?
Jonathan D. Rolph reports 800 Evergy common shares held directly. He also lists indirect holdings as trustee of family gift trusts, including positions where total shares following the reported entries are 70, 150, 250, 300, 335 and 335 shares in separate son and daughter trusts.