Campbell David A 4

4 · Evergy, Inc. · Filed Mar 3, 2026

AI-generated summary of this filing

Updated Mar 3, 2026

Evergy CEO David Campbell Receives Awards, Withholds Shares for Taxes

What Happened

David A. Campbell, President & CEO and Director of Evergy, received awards and converted restricted stock units on March 1, 2026. He was awarded 61,984 shares in settlement of performance shares and had restricted stock units vest/convert (reported as 22,077 shares). To cover withholding taxes, 22,975 shares (from the performance-share settlement) and 9,946 shares (from the RSU vesting) were relinquished to Evergy. The withheld shares generated proceeds of $1,922,089 and $832,082 respectively (total ≈ $2,754,171).

Key Details

Transaction date: March 1, 2026; Form 4 filed March 3, 2026 (timely within the two-business-day rule).
Awards / conversions:
- 61,984 shares awarded (performance-share settlement).
- 22,077 shares reported as exercise/conversion of derivatives (reflecting RSU vesting and reinvested dividends).
- 25,235 restricted stock units were granted (subject to future vesting; see vesting schedule below).
Tax withholding (dispositions):
- 22,975 shares withheld @ $83.66 → $1,922,089
- 9,946 shares withheld @ $83.66 → $832,082
- Total shares withheld: 32,921; total proceeds ≈ $2,754,171
Shares owned after the transactions: not specified in the provided filing.
Relevant footnotes:
- F1: Performance-share settlement produced the 61,984 shares.
- F2 & F5: The relinquished/disposed shares were surrendered to Evergy to satisfy tax withholding obligations (i.e., cashless withholding, not open-market sales).
- F3–F4 & F7: RSU vesting reflected 19,415 RSUs plus reinvested dividends (part of the 22,077 conversion), and 2,981 RSUs from dividend reinvestment were included.
- F6: Remaining RSU schedule noted: ~25.2K units vest 3/1/2027, ~28.3K units vest 3/1/2028, and ~25.2K units vest 3/1/2029.
Filing timeliness: Filed on March 3, 2026 for March 1 transactions — appears timely.

Context

These transactions are largely administrative: awards/vesting of performance shares and RSUs combined with company tax-withholding (a common "cashless" process where the company retains shares to cover taxes). That withholding is recorded as a disposition on the Form 4 but is not an open-market sale by the insider.
The filing also shows a grant of additional RSUs that vest in future years; these are not immediately exercisable shares.
No 10b5-1 plan, gift, or other unusual sale notation is reported in the provided details.

Form 4

Period: 2026-03-01

DirectorPresident and CEO

Transactions

Award
Common Stock
[F1]
2026-03-01+61,984→ 170,944 total
Tax Payment
Common Stock
[F2]
2026-03-01$83.66/sh−22,975$1,922,089→ 147,969 total
Exercise/Conversion
Common Stock
[F3][F4]
2026-03-01+22,077→ 170,046 total
Tax Payment
Common Stock
[F5]
2026-03-01$83.66/sh−9,946$832,082→ 160,100 total
Exercise/Conversion
Restricted Stock Units
[F4][F3][F6][F7]
2026-03-01−22,077→ 56,898 total
→ Common Stock (22,077 underlying)
Award
Restricted Stock Units
[F4][F6]
2026-03-01+25,235→ 82,133 total
→ Common Stock (25,235 underlying)

Footnotes (7)

[F1]Award of common stock in settlement of performance shares.
[F2]Relinquished to Evergy, Inc. ("Evergy") for withholding taxes incident to settlement of performance share units on March 1, 2026.
[F3]Reflects vesting of 19,415 restricted stock units (plus reinvested dividends related to those units).
[F4]Restricted stock units convert to stock on a one-for-one basis.
[F5]Relinquished to Evergy for withholding taxes incident to the vesting of restricted stock units on March 1, 2026.
[F6]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.
[F7]Includes 2,981 restricted stock units acquired through reinvestment of dividends, a portion of which is accounted for in the current transaction.

Signature

Executed on behalf of David A. Campbell by Christie Dasek-Kaine, attorney-in-fact|2026-03-03

1 file