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EnerSys

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Tapewire entity
3750
SEC CIK
0001289308
Parsed reports
1,149

Last 12 months

Inside the activity.

1 purchase rows · 2 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202502
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202610
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 28, 2025 Filed Apr 1, 2025 21:09 UTC
O'Connell Shawn M.President & COO
GrantCommon Stock 19.277 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002860 · primarydocument.xml · nonDerivative · entry 4

O'Connell Shawn M. · CIK 0001772687 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,541.7538

F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 7,423 unvested RSUs granted to the reporting person on August 9, 2024, and adjusted for a previously declared and paid cash dividend. These RSUs will be payable concurrent with the underlying RSUs.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 21:09 UTC
O'Connell Shawn M.President & COO
GrantCommon Stock 10.3769 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002860 · primarydocument.xml · nonDerivative · entry 3

O'Connell Shawn M. · CIK 0001772687 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,522.4768

F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,959 unvested RSUs granted to the reporting person on August 11, 2023, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 21:09 UTC
O'Connell Shawn M.President & COO
GrantCommon Stock 9.3285 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002860 · primarydocument.xml · nonDerivative · entry 2

O'Connell Shawn M. · CIK 0001772687 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,512.0999

F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,527 unvested RSUs granted to the reporting person on August 12, 2022, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 21:09 UTC
O'Connell Shawn M.President & COO
GrantCommon Stock 3.2988 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002860 · primarydocument.xml · nonDerivative · entry 1

O'Connell Shawn M. · CIK 0001772687 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,502.7714

F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on March 28, 2025, to stockholders of record as of March 14, 2025 (the "Dividend"), with respect to 1,235 unvested RSUs granted to the reporting person on August 16, 2021, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 21:09 UTC GrantCommon Stock 0.1473 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002859 · primarydocument.xml · nonDerivative · entry 6

Morytko Tamara · CIK 0001780203 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,639.2574

F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on January 10, 2025, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 21:09 UTC GrantCommon Stock 0.0959 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002859 · primarydocument.xml · nonDerivative · entry 5

Morytko Tamara · CIK 0001780203 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,639.1101

F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on October 18, 2024, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 21:09 UTC GrantCommon Stock 0.0649 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002859 · primarydocument.xml · nonDerivative · entry 4

Morytko Tamara · CIK 0001780203 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,639.0142

F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on July 12, 2024, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 21:09 UTC GrantCommon Stock 0.0364 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002859 · primarydocument.xml · nonDerivative · entry 3

Morytko Tamara · CIK 0001780203 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,638.9493

F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on April 26, 2024, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 21:09 UTC GrantCommon Stock 6.2206 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002859 · primarydocument.xml · nonDerivative · entry 2

Morytko Tamara · CIK 0001780203 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,638.9129

F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to vested RSUs granted to the reporting person on various dates under the EnerSys Deferred Compensation Plan for Non-Employee Directors (the "Plan"), and adjusted for previously declared and paid cash dividends. These RSUs are vested and payable concurrent with the underlying RSUs.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 21:09 UTC GrantCommon Stock 10.548 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002859 · primarydocument.xml · nonDerivative · entry 1

Morytko Tamara · CIK 0001780203 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,632.6923

F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), in connection with the cash dividend paid on March 28, 2025, to stockholders of record as of March 14, 2025 (the "Dividend"), with respect to 4,043 vested DSUs granted to the reporting person on various dates and adjusted for previously declared and paid cash dividends. These DSUs are vested and payable concurrent with the underlying DSUs.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 21:08 UTC GrantCommon Stock 7.5123 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002857 · primarydocument.xml · nonDerivative · entry 2

HOFFEN HOWARD I · CIK 0001208810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,183.1171

F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to vested RSUs granted to the reporting person on various dates under the EnerSys Deferred Compensation Plan for Non-Employee Directors (the "Plan"), and adjusted for previously declared and paid cash dividends. These RSUs are vested and payable concurrent with the underlying RSUs.

F3 · balance_after: The reporting person has no direct pecuniary interest in such shares and disclaims beneficial ownership except to the extent ultimately realized.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 21:08 UTC GrantCommon Stock 108.9506 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002857 · primarydocument.xml · nonDerivative · entry 1

HOFFEN HOWARD I · CIK 0001208810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,175.6048

F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), in connection with the cash dividend paid on March 28, 2025, to stockholders of record as of March 14, 2025 (the "Dividend"), with respect to 43,797 vested DSUs granted to the reporting person on various dates and adjusted for previously declared and paid cash dividends. These DSUs are vested and payable concurrent with the underlying DSUs.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 21:07 UTC
Funk Andrea J.EVP & Chief Financial Officer
GrantCommon Stock 19.277 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002850 · primarydocument.xml · nonDerivative · entry 4

Funk Andrea J. · CIK 0001713423 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,636.0242

F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 7,423 unvested RSUs granted to the reporting person on August 9, 2024, and adjusted for a previously declared and paid cash dividend. These RSUs will be payable concurrent with the underlying RSUs.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 21:07 UTC
Funk Andrea J.EVP & Chief Financial Officer
GrantCommon Stock 12.7123 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002850 · primarydocument.xml · nonDerivative · entry 3

Funk Andrea J. · CIK 0001713423 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,616.7472

F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 4,850 unvested RSUs granted to the reporting person on August 11, 2023, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 21:07 UTC
Funk Andrea J.EVP & Chief Financial Officer
GrantCommon Stock 11.4259 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002850 · primarydocument.xml · nonDerivative · entry 2

Funk Andrea J. · CIK 0001713423 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,604.0349

F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 4,320 unvested RSUs granted to the reporting person on August 12, 2022, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 21:07 UTC
Funk Andrea J.EVP & Chief Financial Officer
GrantCommon Stock 3.5632 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002850 · primarydocument.xml · nonDerivative · entry 1

Funk Andrea J. · CIK 0001713423 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,592.609

F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on March 28, 2025, to stockholders of record as of March 14, 2025 (the "Dividend"), with respect to 1,334 unvested RSUs granted to the reporting person on August 16, 2021, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs.

Read SEC document
February 26, 2025 Filed Feb 27, 2025 21:24 UTC SaleCommon Stock 5,001 $102.70 $513,600.70
Disclosure

SEC source: 0001562180-25-001725 · primarydocument.xml · nonDerivative · entry 2

HOFFEN HOWARD I · CIK 0001208810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,066.6542

F1 · price: This transaction was executed in multiple trades at prices ranging from $102.52 to $102.89. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · balance_after: The reporting person has no direct pecuniary interest in such shares and disclaims beneficial ownership except to the extent ultimately realized.

Read SEC document
February 25, 2025 Filed Feb 27, 2025 21:25 UTC SaleCommon Stock 138 $102.03 $14,080.14
Disclosure

SEC source: 0001562180-25-001726 · primarydocument.xml · nonDerivative · entry 6

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 2

Disclosed balance after: 0

F4 · price: This transaction was executed in multiple trades at prices ranging from $102.00 to $102.04. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

Read SEC document
February 25, 2025 Filed Feb 27, 2025 21:25 UTC SaleCommon Stock 3,991 $101.37 $404,567.67
Disclosure

SEC source: 0001562180-25-001726 · primarydocument.xml · nonDerivative · entry 5

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 2

Disclosed balance after: 138

F3 · price: This transaction was executed in multiple trades at prices ranging from $101.01 to $101.99. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

Read SEC document
February 25, 2025 Filed Feb 27, 2025 21:25 UTC SaleCommon Stock 1,560 $100.42 $156,655.20
Disclosure

SEC source: 0001562180-25-001726 · primarydocument.xml · nonDerivative · entry 4

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 2

Disclosed balance after: 4,129

F1 · price: This transaction was executed in multiple trades at prices ranging from $100.01 to $100.98. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

Read SEC document
February 25, 2025 Filed Feb 27, 2025 21:25 UTC SaleCommon Stock 137 $102.03 $13,978.11
Disclosure

SEC source: 0001562180-25-001726 · primarydocument.xml · nonDerivative · entry 3

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 1

Disclosed balance after: 0

F4 · price: This transaction was executed in multiple trades at prices ranging from $102.00 to $102.04. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

Read SEC document
February 25, 2025 Filed Feb 27, 2025 21:25 UTC SaleCommon Stock 3,991 $101.37 $404,567.67
Disclosure

SEC source: 0001562180-25-001726 · primarydocument.xml · nonDerivative · entry 2

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 1

Disclosed balance after: 137

F3 · price: This transaction was executed in multiple trades at prices ranging from $101.01 to $101.99. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

Read SEC document
February 25, 2025 Filed Feb 27, 2025 21:25 UTC SaleCommon Stock 1,561 $100.42 $156,755.62
Disclosure

SEC source: 0001562180-25-001726 · primarydocument.xml · nonDerivative · entry 1

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 1

Disclosed balance after: 4,128

F1 · price: This transaction was executed in multiple trades at prices ranging from $100.01 to $100.98. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

Read SEC document
February 24, 2025 Filed Feb 25, 2025 21:19 UTC SaleCommon Stock 228 $102.07 $23,271.96
Disclosure

SEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 12

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 2

Disclosed balance after: 5,689

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

Read SEC document
February 24, 2025 Filed Feb 25, 2025 21:19 UTC SaleCommon Stock 11,462 $101.40 $1,162,246.80
Disclosure

SEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 11

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 2

Disclosed balance after: 5,917

F8 · price: This transaction was executed in multiple trades at prices ranging from $101.00 to $101.97. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

Read SEC document
February 24, 2025 Filed Feb 25, 2025 21:19 UTC SaleCommon Stock 7,349 $100.74 $740,338.26
Disclosure

SEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 10

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 2

Disclosed balance after: 17,379

F6 · price: This transaction was executed in multiple trades at prices ranging from $100.00 to $100.98. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

Read SEC document
February 24, 2025 Filed Feb 25, 2025 21:19 UTC SaleCommon Stock 228 $102.07 $23,271.96
Disclosure

SEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 9

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 1

Disclosed balance after: 5,689

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

Read SEC document
February 24, 2025 Filed Feb 25, 2025 21:19 UTC SaleCommon Stock 11,463 $101.40 $1,162,348.20
Disclosure

SEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 8

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 1

Disclosed balance after: 5,917

F7 · price: This transaction was executed in multiple trades at prices ranging from $101.00 to $101.97. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

Read SEC document
February 24, 2025 Filed Feb 25, 2025 21:19 UTC SaleCommon Stock 7,348 $100.74 $740,237.52
Disclosure

SEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 7

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 1

Disclosed balance after: 17,380

F6 · price: This transaction was executed in multiple trades at prices ranging from $100.00 to $100.98. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 21:19 UTC SaleCommon Stock 700 $103.56 $72,492.00
Disclosure

SEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 6

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 2

Disclosed balance after: 24,728

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 21:19 UTC SaleCommon Stock 13,102 $102.31 $1,340,465.62
Disclosure

SEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 5

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 2

Disclosed balance after: 25,428

F5 · price: This transaction was executed in multiple trades at prices ranging from $102.00 to $102.92. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 21:19 UTC SaleCommon Stock 4,237 $101.85 $431,538.45
Disclosure

SEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 4

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 2

Disclosed balance after: 38,530

F4 · price: This transaction was executed in multiple trades at prices ranging from $101.48 to $101.99. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 21:19 UTC SaleCommon Stock 700 $103.56 $72,492.00
Disclosure

SEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 3

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 1

Disclosed balance after: 24,728

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 21:19 UTC SaleCommon Stock 13,104 $102.31 $1,340,670.24
Disclosure

SEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 2

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 1

Disclosed balance after: 25,428

F3 · price: This transaction was executed in multiple trades at prices ranging from $102.00 to $102.92. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 21:19 UTC SaleCommon Stock 4,235 $101.85 $431,334.75
Disclosure

SEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 1

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 1

Disclosed balance after: 38,532

F1 · price: This transaction was executed in multiple trades at prices ranging from $101.48 to $101.99. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

Read SEC document
February 20, 2025 Filed Feb 21, 2025 21:22 UTC SaleCommon Stock 400 $103.01 $41,204.00
Disclosure

SEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 14

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 2

Disclosed balance after: 42,767

F15 · price: This transaction was executed in multiple trades at prices ranging from $103.00 to $103.09. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

Read SEC document
February 20, 2025 Filed Feb 21, 2025 21:22 UTC SaleCommon Stock 5,286 $102.64 $542,555.04
Disclosure

SEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 13

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 2

Disclosed balance after: 43,167

F14 · price: This transaction was executed in multiple trades at prices ranging from $102.00 to $102.98. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

Read SEC document
February 20, 2025 Filed Feb 21, 2025 21:22 UTC SaleCommon Stock 3,046 $101.54 $309,290.84
Disclosure

SEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 12

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 2

Disclosed balance after: 48,453

F13 · price: This transaction was executed in multiple trades at prices ranging from $101.02 to $101.99. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

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February 20, 2025 Filed Feb 21, 2025 21:22 UTC SaleCommon Stock 1,766 $100.74 $177,906.84
Disclosure

SEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 11

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 2

Disclosed balance after: 51,499

F12 · price: This transaction was executed in multiple trades at prices ranging from $100.38 to $100.99. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

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February 20, 2025 Filed Feb 21, 2025 21:22 UTC SaleCommon Stock 399 $103.01 $41,100.99
Disclosure

SEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 10

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 1

Disclosed balance after: 42,767

F11 · price: This transaction was executed in multiple trades at prices ranging from $103.00 to 103.09. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

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February 20, 2025 Filed Feb 21, 2025 21:22 UTC SaleCommon Stock 5,286 $102.64 $542,555.04
Disclosure

SEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 9

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 1

Disclosed balance after: 43,166

F10 · price: This transaction was executed in multiple trades at prices ranging from $102.00 to $102.98. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

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February 20, 2025 Filed Feb 21, 2025 21:22 UTC SaleCommon Stock 3,046 $101.54 $309,290.84
Disclosure

SEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 8

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 1

Disclosed balance after: 48,452

F9 · price: This transaction was executed in multiple trades at prices ranging from $101.02 to $101.99. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

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February 20, 2025 Filed Feb 21, 2025 21:22 UTC SaleCommon Stock 1,767 $100.74 $178,007.58
Disclosure

SEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 7

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 1

Disclosed balance after: 51,498

F8 · price: This transaction was executed in multiple trades at prices ranging from $100.38 to $100.99. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

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February 19, 2025 Filed Feb 21, 2025 21:22 UTC SaleCommon Stock 670 $102.04 $68,366.80
Disclosure

SEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 6

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 2

Disclosed balance after: 53,265

F7 · price: This transaction was executed in multiple trades at prices ranging from $102.01 to $102.09. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

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February 19, 2025 Filed Feb 21, 2025 21:22 UTC SaleCommon Stock 7,565 $101.51 $767,923.15
Disclosure

SEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 5

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 2

Disclosed balance after: 53,935

F6 · price: This transaction was executed in multiple trades at prices ranging from $101.00 to $101.98. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

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February 19, 2025 Filed Feb 21, 2025 21:22 UTC SaleCommon Stock 3,417 $100.62 $343,818.54
Disclosure

SEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 4

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 2

Disclosed balance after: 61,500

F5 · price: This transaction was executed in multiple trades at prices ranging from $100.01 to $100.99. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

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February 19, 2025 Filed Feb 21, 2025 21:22 UTC SaleCommon Stock 671 $102.04 $68,468.84
Disclosure

SEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 3

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 1

Disclosed balance after: 53,265

F4 · price: This transaction was executed in multiple trades at prices ranging from $102.01 to $102.09. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

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February 19, 2025 Filed Feb 21, 2025 21:22 UTC SaleCommon Stock 7,564 $101.51 $767,821.64
Disclosure

SEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 2

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 1

Disclosed balance after: 53,936

F3 · price: This transaction was executed in multiple trades at prices ranging from $101.00 to $101.98. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

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February 19, 2025 Filed Feb 21, 2025 21:22 UTC SaleCommon Stock 3,417 $100.62 $343,818.54
Disclosure

SEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 1

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Irrevocable Trust for Adult Child 1

Disclosed balance after: 61,500

F1 · price: This transaction was executed in multiple trades at prices ranging from $100.01 to $100.99. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request.

F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child.

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February 12, 2025 Filed Feb 14, 2025 21:23 UTC Exercise / conversionStock Options · Derivative 15,662 $0.00 Strike: $68.40 $0.00
Disclosure

SEC source: 0001562180-25-001199 · primarydocument.xml · derivative · entry 6

Shaffer David M · CIK 0001577486 · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 15,662 shares

Expires 2025-05-12

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: These stock options vested 1/3 on each anniversary of the date of grant and were fully vested on May 12, 2018.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.