Evergy Inc SEC Filings

Evergy, Inc. insider filing shows initial holdings for senior executive. John T. Bridson, Senior Vice President of Generation & Operations Support, reports beneficial ownership of 40,412 shares of Evergy common stock held directly as of the event date. He also holds 10,124 restricted stock units, which each convert into one share of common stock.

The restricted stock units vest over time, subject to continued employment. Portions vest on March 1, 2026 and March 1, 2027, with additional blocks scheduled to vest on March 1, 2028 and October 7, 2028. This filing is an initial statement of ownership rather than a report of new purchases or sales.

Evergy, Inc. entered into a new $55 million unsecured term loan with Bank of America, N.A., maturing on January 6, 2027, to support working capital, capital spending, permitted acquisitions and other general corporate needs. The facility includes a covenant that limits the ratio of total indebtedness to total capitalization to 0.65 to 1.00 on a consolidated basis.

Evergy also agreed to privately repurchase for cash about $244.1 million aggregate principal amount of its 4.50% Convertible Notes due 2027 for a total cost of approximately $302.5 million, with the final price partly tied to the volume‑weighted average share price over a defined measurement period starting January 7, 2026. After these repurchases close, about $1,155.9 million principal amount of the convertible notes will remain outstanding.

Evergy, Inc. director C. John Wilder reported updated equity holdings and a new board fee grant. On January 2, 2026, he acquired 483 Director Deferred Share Units at $0 per unit as partial payment of board retainer fees he elected to defer. These units each represent the right to receive one share of Evergy common stock, plus any stock from reinvested dividends, and are converted to stock and distributed after his board service ends. Following this grant, Wilder directly holds 26,197 director deferred share units, which includes 244 units from dividend-equivalent reinvestments. Separately, 2,657,473 shares of Evergy common stock are held by BEP Special Situations V LLC; Wilder may be deemed to beneficially own those shares through related entities but disclaims beneficial ownership except to the extent of his pecuniary interest.

Evergy Kansas Central, Inc., a subsidiary of Evergy, Inc., reported that it entered into a Fifty-Fourth Supplemental Indenture with The Bank of New York Mellon Trust Company, N.A. on November 25, 2025. This agreement amends the long-standing Mortgage and Deed of Trust first put in place in 1939.

The Supplemental Indenture confirms that no first mortgage bonds issued before January 1, 1997 remain outstanding and restores prior provisions that had been modified for those bonds. As a result, the Indenture now permits issuance of new first mortgage bonds in principal amounts not exceeding 70% of the net bondable value of qualifying property additions, compared with the prior 60% ratio. The document is also incorporated by reference into Evergy Kansas Central’s existing shelf registration statement on Form S-3.

Evergy, Inc. (EVRG) furnished a press release announcing results for the third quarter ended September 30, 2025. The release, attached as Exhibit 99.1, also provides 2025 fiscal year earnings guidance.

The information is furnished under Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD), and is not deemed “filed” under Section 18 of the Exchange Act. The press release includes information regarding Evergy Kansas Central, Inc. and Evergy Metro, Inc., and is furnished on their behalf as well.

Evergy, Inc. reported Q3 2025 operating revenues of $1,809.9 million, essentially flat versus Q3 2024, while net income attributable to Evergy edged up to $475.0 million from $465.6 million. Basic EPS rose to $2.06 from $2.02, with diluted EPS at $2.03.

Year-to-date, operating cash flow increased to $1,711.2 million from $1,588.1 million, funding heavy capital spending of $1,932.4 million. Evergy recorded $29.0 million of unrealized and impairment losses on early-stage clean energy investments and has begun a disposal process. Regulators approved a Kansas rate settlement adding $128.0 million of annual retail revenues and multiple Kansas and Missouri mechanisms supporting large natural gas and solar generation projects, including CWIP riders, TDC updates and CCNs, while maintaining strong balance sheet metrics.

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.

Jonathan D. Rolph, a director of Evergy, Inc. (EVRG), reported transactions on a Form 4 dated 10/01/2025 and executed 10/03/2025. The Form shows the disposition of 800 shares of common stock and the acquisition of 395 director deferred share units (DSUs) as partial payment of retainer fees. The DSUs convert to one share each (plus any reinvested dividends) and will be converted and distributed following the reporting person’s termination of board service according to his elections. The filing reports 4,107 shares beneficially owned following the DSU acquisition, which includes 33 DSUs received through dividend reinvestment. Several additional small indirect holdings are reported as trustee of family gift trusts.

William Bryan Buckler, Executive Vice President and Chief Financial Officer of Evergy, Inc. (EVRG), reported the vesting of 15,337 restricted stock units on 10/01/2025, which convert one-for-one to common stock. To satisfy withholding tax obligations, 5,786 shares were relinquished at an effective price of $76.23, leaving 22,353 shares beneficially owned after the transactions. The filing explains the vesting comprised 14,736 RSUs plus 601 reinvested dividends, and notes that 14,735 units (plus reinvested dividends) vest on 10/01/2026 and 6,815 units (plus reinvested dividends) vest on 03/01/2028. The report was executed on behalf of Mr. Buckler on 10/03/2025.