secwatch / observer

Evergy, Inc. — fact timeline

Source-grounded facts extracted from Evergy, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

EVRG Evergy, Inc. JSON
Earnings Releases

Evergy, Inc. reported first quarter ended March 31, 2026 results: net income $151.5 million, EPS $0.64 per share. Guidance reaffirmed.

“Evergy, Inc. (NASDAQ: EVRG) today announced first quarter 2026 GAAP earnings of $151.5 million, or $0.64 per share”
Material Agreements

Evergy, Inc. terminated Prior Term Loan Facility with Bank of America, N.A., as the lender valued at $55 million (effective 2026-02-11).

“On February 11, 2026, concurrently with the execution of the Term Loan Facility described in Item 1.01 above, Evergy terminated the Prior Term Loan Facility, which was due to expire on January 6, 2027.”
Material Agreements

Evergy, Inc. entered into Term Loan Facility with Wells Fargo Bank, National Association, as administrative agent, and the lenders party thereto valued at $500 million (effective 2026-02-11).

“On February 11, 2026, Evergy, Inc. ("Evergy") entered into a $500 million unsecured Term Loan Credit Agreement (the "Term Loan Facility") with Wells Fargo Bank, National Association, as administrative agent, and the lenders party thereto.”
Debt Financings

Evergy, Inc. incurred term loan of $500 million with Wells Fargo Bank, National Association maturing February 10, 2027.

“On February 11, 2026, Evergy, Inc. (“Evergy”) entered into a $500 million unsecured Term Loan Credit Agreement (the “Term Loan Facility”) with Wells Fargo Bank, National Association, as administrative agent, and the lenders party thereto.”
Material Agreements

Evergy, Inc. entered into Term Loan Facility with Bank of America, N.A. valued at $55 million (effective 2026-01-07).

“On January 7, 2026, Evergy, Inc. (“Evergy”) entered into a $55 million unsecured Term Loan Credit Agreement (the “Term Loan Facility”) with Bank of America, N.A., as the lender.”
Debt Financings

Evergy, Inc. incurred credit facility of $55 million with Bank of America, N.A. maturing January 6, 2027.

“On January 7, 2026, Evergy, Inc. (“Evergy”) entered into a $55 million unsecured Term Loan Credit Agreement (the “Term Loan Facility”) with Bank of America, N.A., as the lender. The Term Loan Facility will expire on January 6, 2027.”

Matt Gummig was elected as Vice President, Chief Accounting Officer at Evergy, Inc..

“On March 24, 2025, Evergy’s Board of Directors elected Mr. Gummig to serve as Vice President, Chief Accounting Officer and principal accounting officer of Evergy, effective April 2, 2025.”

Matt Gummig was appointed as Interim Controller and Chief Accounting Officer at Evergy, Inc..

“Following Mr. Busser’s retirement on the Effective Date, Matt Gummig, Director of External Reporting and Property Accounting, will also serve as Interim Controller and Chief Accounting Officer and will assume the principal accounting officer responsibilities while the Evergy Companies conduct an internal and external search to fill the permanent role.”

Kevin E. Bryant departed as Executive Vice President and Chief Operating Officer at Evergy, Inc..

“On November 8, 2024, the Evergy Companies announced that Mr. Kevin E. Bryant, currently the Evergy Companies’ Executive Vice President and Chief Operating Officer, has been named as Executive Vice President of Corporate Initiatives. In this role, Mr. Bryant will work directly with Mr. David A. Campbell, Evergy’s Chairman, President and Chief Executive Officer and will continue to provide input on Evergy’s strategy and operations through his departure from the company on December 31, 2024.”

Steven P. Busser departed as Vice President and Chief Accounting Officer at Evergy, Inc..

“On November 4, 2024, Steven P. Busser notified the Evergy Companies that he will retire and no longer serve as the Evergy Companies’ Vice President and Chief Accounting Officer, effective on December 1, 2024 (the “Effective Date”).”

Jon Rolph was elected as Director at Evergy, Inc..

“the Board of Directors (the “Board”) of Evergy, Inc. (“Evergy”) elected Dean Newton, 54, to serve on the Board effective October 15, 2024, and Jon Rolph, 45, to serve on the Board effective January 1, 2025”

Dean Newton was elected as Director at Evergy, Inc..

“the Board of Directors (the “Board”) of Evergy, Inc. (“Evergy”) elected Dean Newton, 54, to serve on the Board effective October 15, 2024, and Jon Rolph, 45, to serve on the Board effective January 1, 2025”

Geoffrey T. Ley changed role as Vice President, Corporate Planning and Treasurer at Evergy, Inc..

“In connection with the appointment of Mr. Buckler, Mr. Geoffrey T. Ley will reassume his prior positions of Vice President, Corporate Planning and Treasurer.”

W. Bryan Buckler was appointed as Executive Vice President and Chief Financial Officer at Evergy, Inc..

“On August 26, 2024, Evergy announced that it has appointed W. Bryan Buckler to serve as Evergy’s Executive Vice President and Chief Financial Officer and designated him as the Evergy Companies’ Chief Financial Officer.”

Geoffrey T. Ley was appointed as Vice President, Acting Chief Financial Officer and Treasurer at Evergy, Inc..

“On June 7, 2024, the Evergy Companies’ Boards of Directors (the “Board”) appointed Geoffrey T. Ley as Vice President, Acting Chief Financial Officer and Treasurer and designated him as the Evergy Companies’ principal financial officer effective on the Effective Date.”

Kirkland B. Andrews resigned as Executive Vice President and Chief Financial Officer at Evergy, Inc..

“On June 4, 2024, Kirkland B. Andrews resigned as Executive Vice President and Chief Financial Officer of the Evergy Companies effective on June 21, 2024 (the “Effective Date”).”
Earnings Releases

Evergy, Inc. reported first quarter ended March 31, 2024 results: net income $122.7 million, EPS $0.53 per share. Guidance reaffirmed.

“today announced first quarter 2024 GAAP earnings of $122.7 million, or $0.53 per share”

David Campbell was appointed as Chairman of the Board at Evergy, Inc..

“David Campbell, the Company’s President, Chief Executive Officer and a member of the Board will assume the role of Chairman of the Board, effective May 7, 2024.”

Mark A. Ruelle departed as Chairman of the Board at Evergy, Inc..

“On March 6, 2024, Mark A. Ruelle notified Evergy, Inc. (the “Company”) of his decision not to stand for re-election to the board of directors of the Company (the “Board”) at the 2024 annual meeting of shareholders, and will retire from the Board and from the role of Chairman of the Board, effective at the end of his term on May 7, 2024.”
Earnings Releases

Evergy, Inc. reported financial results for the fourth quarter ended December 31, 2023.

“On February 29, 2024, Evergy issued a press release announcing its results for the fourth quarter ended December 31, 2023.”
Governance Changes

Evergy, Inc.: Amended and restated Bylaws to clarify definitions, voting rights, quorum rules, and add construction and interpretation clauses (effective 2023-12-13).

“On December 13, 2023, the Board of Directors (the “Board”) of Evergy, Inc. (the “Company”) amended and restated the Amended and Restated By-laws of the Company (as amended and restated, the “By-laws”), effective as of the same date.”
Debt Financings

Evergy, Inc. incurred convertible notes of $1,400,000,000 aggregate principal amount with initial purchasers at 4.50% maturing December 15, 2027.

“On December 7, 2023, Evergy, Inc. (the “Company”) completed the sale of $1,400,000,000 aggregate principal amount of 4.50% Convertible Notes due 2027 (the “Notes”), which included an additional $200,000,000 aggregate principal amount of Notes purchased pursuant to the full exercise of the option granted to the Initial Purchasers (as defined herein) pursuant to the Purchase Agreement (as defined herein), in a private offering to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”).”
Earnings Releases

Evergy, Inc. reported third quarter ended September 30, 2023 results: net income $351.6 million, EPS $1.53 per share.

“Evergy, Inc. (NASDAQ: EVRG) today announced third quarter 2023 GAAP earnings of $351.6 million, or $1.53 per share, compared to GAAP earnings of $428.2 million, or $1.86 per share, for third quarter 2022.”

Neal A. Sharma was elected as Director at Evergy, Inc..

“On June 9, 2023, the Board of Directors (the “Board”) of Evergy, Inc. (“Evergy”) elected Neal A. Sharma, 46, to serve on the Board effective June 9, 2023,”
Material Agreements

Evergy, Inc. amended First Amendment to Amended and Restated Credit Agreement with Wells Fargo Bank, National Association, as Administrative Agent (effective 2023-06-02).

“On June 2, 2023, Evergy, Evergy Missouri West, Inc., a subsidiary of Evergy, Evergy Metro and Evergy Kansas Central (each a “Borrower” and collectively, the “Borrowers”) entered into a First Amendment to Amended and Restated Credit Agreement (the “First Amendment”) amending the Borrowers’ existing $2.5 billion Amended and Restated Credit Agreement, dated as of August 31, 2021”
Earnings Releases

Evergy, Inc. reported first quarter ended March 31, 2023 results: net income $143 million, EPS $0.62 per share. Guidance reaffirmed.

“Evergy, Inc. (NASDAQ: EVRG) today announced first quarter 2023 GAAP earnings of $143 million, or $0.62 per share”
Debt Financings

Evergy, Inc. amended term loan of $500 million with Wells Fargo Bank, National Association, as administrative agent, and the lenders party thereto at increased the applicable margin for SOFR loans to 1.025% per annum and for base maturing February 22, 2024.

“On February 23, 2023, Evergy, Inc. (“Evergy”), Wells Fargo Bank, National Association, as administrative agent, and the lenders party thereto entered into a First Amendment to Term Loan Credit Agreement (the “First Amendment”), amending Evergy’s $500 million unsecured Term Loan Credit Agreement dated as of February 25, 2022 (the “Term Loan Facility”). The First Amendment extended the maturity date of the Term Loan Facility from February 24, 2023 to February 22, 2024. Additionally, the First Amendment increased the applicable margin for SOFR loans to 1.025% per annum and for base rate loans to 0.025% per annum and added a 10 bps credit spread adjustment to all SOFR loans.”
Material Agreements

Evergy, Inc. amended First Amendment to Term Loan Credit Agreement with Wells Fargo Bank, National Association, as administrative agent, and the lenders party thereto (effective 2023-02-23).

“On February 23, 2023, Evergy, Inc. ("Evergy"), Wells Fargo Bank, National Association, as administrative agent, and the lenders party thereto entered into a First Amendment to Term Loan Credit Agreement (the "First Amendment"), amending Evergy's $500 million unsecured Term Loan Credit Agreement dated as of February 25, 2022 (the "Term Loan Facility").”
Earnings Releases

Evergy, Inc. reported fiscal year 2023 results: EPS $3.55 to $3.75. Guidance initiated.

“The Company issued its 2023 GAAP EPS guidance range of $3.55 to $3.75, along with its 2023 adjusted EPS (Non-GAAP) guidance range of $3.55 to $3.75”
Earnings Releases

Evergy, Inc. reported three months ended December 31, 2022 results: net income $7.5 million, EPS $0.03.

“Fourth quarter 2022 GAAP earnings were $7.5 million, or $0.03 per share”
Earnings Releases

Evergy, Inc. reported full year ended December 31, 2022 results: net income $753 million, EPS $3.27.

“full year 2022 GAAP earnings of $753 million, or $3.27 per share”

S. Carl Soderstrom, Jr. retired as Director at Evergy, Inc..

“On February 13, 2023, and following over 12 years of service, S. Carl Soderstrom, Jr. notified Evergy, Inc. (the “Company”) of his decision not to stand for re-election to the board of directors of the Company (the “Board”) at the 2023 annual meeting of shareholders, and will retire from the Board, effective at the end of his term on May 2, 2023.”
Governance Changes

Evergy, Inc.: Amended and restated the bylaws to add Rule 14a-19 compliance requirements, change annual meeting notice deadlines, and other technical changes (effective 2022-12-14).

“On December 14, 2022, the Board amended and restated the By-laws of the Company (as amended and restated, the “By-laws”), effective as of the same date.”
Earnings Releases

Evergy, Inc. reported third quarter ended September 30, 2022 results: net income $428 million, EPS $1.86 per share. Guidance reaffirmed.

“third quarter 2022 GAAP earnings of $428 million, or $1.86 per share”

Gregory A. Greenwood departed as Executive Vice President and Chief Strategy Officer at Evergy, Inc..

“As previously disclosed in a Current Report on Form 8-K filed on August 12, 2021, Evergy announced the planned departure of Gregory A. Greenwood, Executive Vice President and Chief Strategy Officer of Evergy, from the Evergy Companies in the middle of 2022. Consistent with this prior disclosure, the Evergy Companies and Mr. Greenwood agreed that Mr. Greenwood will leave the Evergy Companies on July 1, 2022.”

Mollie H. Carter departed as Director at Evergy, Inc..

“Ms. Mollie H. Carter informed Evergy, Inc. (“Evergy”) that she will not stand for election as a director of Evergy at the 2022 annual meeting of shareholders.”

John Arthur Stall departed as Director at Evergy, Inc..

“On December 2, 2021, Mr. John Arthur Stall informed Evergy, Inc. (“Evergy”) that he will not stand for election as a director of Evergy at the 2022 annual meeting of shareholders.”

Gregory A. Greenwood was named as Executive Vice President and Chief Strategy Officer at Evergy, Inc..

“On August 12, 2021, Evergy announced that Gregory A. Greenwood, currently Executive Vice President and Chief Administrative Officer, has been named as Executive Vice President and Chief Strategy Officer.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.