Form 4: Evergy Inc. Director Jonathan D. Rolph Reports Changes in Beneficial Ownership
SEC Form 4 Filing
Director Jonathan D. Rolph reports acquisition of deferred share units and adjustments to beneficial ownership of Evergy, Inc. common stock.
Summary
- On April 1, 2025, Jonathan D. Rolph, a director of Evergy, Inc., reported changes in his beneficial ownership of the company's securities.
- He acquired 165 director deferred share units, representing the right to receive one share of Evergy, Inc. common stock each, plus potential reinvested dividends.
- These units were received as partial payment of deferred retainer fees.
- The report also details the number of common stock shares held directly and indirectly through various gift trusts for his children.
- The director directly owns 800 shares of common stock.
- He also holds shares indirectly as trustee for his daughter's gift trust (335 shares) and his son's gift trust (a total of 770 shares across multiple holdings).
- The report includes 5 deferred share units acquired through the reinvestment of dividend equivalents.
Sentiment
Score: 5
Explanation: The document is a standard regulatory filing, so the sentiment is neutral.
Future Outlook
The director deferred share units will be converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.
Industry Context
This filing is a routine disclosure required by the SEC for corporate insiders, providing transparency into their holdings and transactions in the company's stock.
Key Dates
| Date | Description |
|---|---|
| 04/01/2025 | Date of earliest transaction (acquisition of director deferred share units). |
| 04/02/2025 | Date of signature for the Form 4 filing. |
Keywords
Form 4, beneficial ownership, Evergy, director, Jonathan D. Rolph, deferred share units, common stock, securities, gift trust
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