Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EnerSysENS · Entity 3750 | Pres. Energy Systems Global | September 29, 2023 | October 03, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
EnerSys
Report date September 29, 2023 · Filed October 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,840.9061 |
Ending reported balance
After 2023-09-29 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2023-09-29 · Grant · Acquired 3.5679 · Balance 21,810.387 F1: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on September 29, 2023 to stockholders of record as of September 15, 2023 (the "Dividend"), with respect to 1,492 unvested RSUs granted to the reporting person on August 17, 2020, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Row 2 · 2023-09-29 · Grant · Acquired 5.8105 · Balance 21,816.1975 F2: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,450 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. Row 3 · 2023-09-29 · Grant · Acquired 12.423 · Balance 21,828.6205 F3: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 5,290 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. Row 4 · 2023-09-29 · Grant · Acquired 12.2856 · Balance 21,840.9061 F4: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 5,279 RSUs granted to the reporting person on August 11, 2023. These RSUs are payable concurrent with the underlying RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on September 29, 2023 to stockholders of record as of September 15, 2023 (the "Dividend"), with respect to 1,492 unvested RSUs granted to the reporting person on August 17, 2020, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs.
F2: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,450 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.
F3: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 5,290 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.
F4: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 5,279 RSUs granted to the reporting person on August 11, 2023. These RSUs are payable concurrent with the underlying RSUs.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 29, 2023 Filed Oct 3, 2023 20:42 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 12.2856 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051534 · doc4.xml · nonDerivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,840.9061 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 5,279 RSUs granted to the reporting person on August 11, 2023. These RSUs are payable concurrent with the underlying RSUs. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 20:42 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 12.423 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051534 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,828.6205 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 5,290 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 |
| September 29, 2023 Filed Oct 3, 2023 20:42 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 5.8105 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051534 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,816.1975 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,450 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 |
| September 29, 2023 Filed Oct 3, 2023 20:42 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3.5679 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051534 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,810.387 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on September 29, 2023 to stockholders of record as of September 15, 2023 (the "Dividend"), with respect to 1,492 unvested RSUs granted to the reporting person on August 17, 2020, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| August 17, 2023 Filed Aug 18, 2023 20:23 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 613.0684 | $99.29 | $60,871.56 |
DisclosureSEC source: 0001209191-23-046540 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,806.8191 F2 · date: These shares were forfeited in connection with the vesting of restricted stock units granted to the reporting person on August 17, 2020. Read SEC document |
| August 16, 2023 Filed Aug 18, 2023 20:23 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 499.3832 | $99.25 | $49,563.78 |
DisclosureSEC source: 0001209191-23-046540 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,419.8875 F1 · date: These shares were forfeited in connection with the vesting of restricted stock units granted to the reporting person on August 16, 2021. Read SEC document |
| August 12, 2023 Filed Aug 15, 2023 20:34 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 711.0135 | $94.71 | $67,340.09 |
DisclosureSEC source: 0001209191-23-045859 · doc4.xml · nonDerivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,919.2707 F4 · shares: Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person on August 12, 2022. Read SEC document |
| August 12, 2023 Filed Aug 15, 2023 20:34 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 846.4801 | $94.71 | $80,170.13 |
DisclosureSEC source: 0001209191-23-045859 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,630.2842 F3 · shares: Shares were forfeited in connection with the settlement of TSR Performance Share Units originally granted to the reporting person on August 12, 2019 and vested on August 12, 2022. Read SEC document |
| August 12, 2023 Filed Aug 15, 2023 20:34 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 360.0196 | $94.71 | $34,097.46 |
DisclosureSEC source: 0001209191-23-045859 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,476.7643 F2 · shares: Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person on August 12, 2019. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 20:34 UTC | EnerSys ENS · Entity 3750 | GrantStock Options · Derivative | 14,205 | $0.00 Strike: $104.18 | $0.00 |
DisclosureSEC source: 0001209191-23-045859 · doc4.xml · derivative · entry 5 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,205 Underlying: Common Stock · 14,205 shares Expires 2033-08-11 F5 · derivative.exercise_date: These options vest in three equal annual installments beginning on August 11, 2024, subject to acceleration or forfeiture in certain specified circumstances. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 20:34 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 5,279 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045859 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,836.7839 F1 · shares: These shares were granted as restricted stock units that vest twenty-five percent on each of August 11, 2024, August 11, 2025, August 11, 2026 and August 11, 2027, subject to acceleration or forfeiture in certain specified circumstances. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:36 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 5.131 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041135 · doc4.xml · nonDerivative · entry 5 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,557.7839 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 7,054 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 |
| June 30, 2023 Filed Jul 5, 2023 20:36 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.2689 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041135 · doc4.xml · nonDerivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,552.6529 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,676 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 |
| June 30, 2023 Filed Jul 5, 2023 20:36 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 11.9116 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041135 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,546.384 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,984 unvested RSUs granted to the reporting person on August 17, 2020, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:36 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3.7209 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041135 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,534.4724 F3 · shares: These shares were granted in the form of Performance Share Units (PSUs), in connection with the Dividend, with respect to 3,223 PSUs granted to the reporting person on August 12, 2019, and adjusted for vesting on August 12, 2022, and previously declared and paid cash dividends. These PSUs are payable concurrent with the underlying PSUs. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:36 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.5061 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041135 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,530.7515 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on June 30, 2023 to stockholders of record as of June 16, 2023 (the "Dividend"), with respect to 866 unvested RSUs granted to the reporting person on August 12, 2019, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. F2 · balance_after: Adjusted for previous arithmetic error. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:36 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionStock Option · Derivative | 5,000 | $0.00 Strike: $82.93 | $0.00 |
DisclosureSEC source: 0001209191-23-036342 · doc4.xml · derivative · entry 5 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,334 Underlying: Common Stock · 5,000 shares Expires 2030-08-17 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 options vest in three equal annual installments beginning on August 17, 2021, subject to acceleration or forfeiture in certain specified circumstances. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:36 UTC | EnerSys ENS · Entity 3750 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-036342 · doc4.xml · nonDerivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,494.7906 Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:36 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 1,186 | $104.70 | $124,174.20 |
DisclosureSEC source: 0001209191-23-036342 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,494.7906 F2 · price: This transaction was executed in multiple trades at prices ranging from $104.66 to $104.78. 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 effected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:36 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 9,351 | $104.15 | $973,906.65 |
DisclosureSEC source: 0001209191-23-036342 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,680.7906 F1 · price: This transaction was executed in multiple trades at prices ranging from $103.66 to $104.61. 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 effected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:36 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionCommon Stock | 5,000 | $82.93 | $414,650.00 |
DisclosureSEC source: 0001209191-23-036342 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,031.7906 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. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 15.6218 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-022748 · doc4.xml · nonDerivative · entry 5 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,067.2429 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 7,054 unvested RSUs granted to the reporting person on August 12, 2022, and adjusted for a previously declared and paid cash dividend. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8.2215 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-022748 · doc4.xml · nonDerivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,051.6211 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,676 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 31, 2023 Filed Apr 4, 2023 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.7292 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-022748 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,043.3996 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,984 unvested RSUs granted to the reporting person on August 17, 2020, 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 31, 2023 Filed Apr 4, 2023 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4.8798 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-022748 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,036.6704 F2 · shares: These shares were granted in the form of Performance Share Units (PSUs), in connection with the Dividend, with respect to 3,223 PSUs granted to the reporting person on August 12, 2019, and adjusted for vesting on August 12, 2022, and previously declared and paid cash dividends. These PSUs are payable concurrent with the underlying PSUs. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.9753 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-022748 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,031.7906 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on March 31, 2023 to stockholders of record as of March 17, 2023 (the "Dividend"), with respect to 866 unvested RSUs granted to the reporting person on August 12, 2019, 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 15, 2023 Filed Feb 17, 2023 21:21 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 4,352 | $90.66 | $394,552.32 |
DisclosureSEC source: 0001209191-23-010604 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,029.8153 Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:21 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionCommon Stock | 4,352 | $57.75 | $251,328.00 |
DisclosureSEC source: 0001209191-23-010604 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,381.8153 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. Read SEC document |
| December 30, 2022 Filed Jan 3, 2023 22:08 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 16.688 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-000320 · doc4.xml · nonDerivative · entry 5 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,029.8153 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 7,054 unvested RSUs granted to the reporting person on August 12, 2022, and adjusted for a previously declared and paid cash dividend. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| December 30, 2022 Filed Jan 3, 2023 22:08 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8.7826 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-000320 · doc4.xml · nonDerivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,013.1273 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,676 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 |
| December 30, 2022 Filed Jan 3, 2023 22:08 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.1885 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-000320 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,004.3447 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,984 unvested RSUs granted to the reporting person on August 17, 2020, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| December 30, 2022 Filed Jan 3, 2023 22:08 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 5.2129 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-000320 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,997.1562 F2 · shares: These shares were granted in the form of Performance Share Units (PSUs), in connection with the Dividend, with respect to 3,223 PSUs granted to the reporting person on August 12, 2019, and adjusted for vesting on August 12, 2022, and previously declared and paid cash dividends. These PSUs are payable concurrent with the underlying PSUs. Read SEC document |
| December 30, 2022 Filed Jan 3, 2023 22:08 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.1101 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-000320 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,991.9433 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on December 30, 2022 to stockholders of record as of December 16, 2022 (the "Dividend"), with respect to 866 unvested RSUs granted to the reporting person on August 12, 2019, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| December 07, 2022 Filed Dec 9, 2022 22:20 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 841.76 | $74.38 | $62,610.11 |
DisclosureSEC source: 0001209191-22-060555 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,989.8332 F1 · date: Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person on December 7, 2018. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 20:45 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 19.8146 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-052301 · doc4.xml · nonDerivative · entry 6 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,831.5932 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 7,054 unvested RSUs granted to the reporting person on August 12, 2022. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 20:45 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.4281 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-052301 · doc4.xml · nonDerivative · entry 5 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,811.7786 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,676 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 |
| September 30, 2022 Filed Oct 4, 2022 20:45 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8.5353 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-052301 · doc4.xml · nonDerivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,801.3505 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,984 unvested RSUs granted to the reporting person on August 17, 2020, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 20:45 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.1895 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-052301 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,792.8152 F3 · shares: These shares were granted in the form of Performance Share Units (PSUs), in connection with the Dividend, with respect to 3,223 PSUs granted to the reporting person on August 12, 2019, and adjusted for vesting on August 12, 2022, and previously declared and paid cash dividends. These PSUs are payable concurrent with the underlying PSUs. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 20:45 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.5054 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-052301 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,786.6257 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 866 unvested RSUs granted to the reporting person on August 12, 2019, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 20:45 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 5.9825 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-052301 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,784.1203 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on September 30, 2022 to stockholders of record as of September 16, 2022 (the "Dividend"), with respect to 2,052 unvested RSUs granted to the reporting person on December 7, 2018, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| August 17, 2022 Filed Aug 18, 2022 21:52 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 599.2947 | $71.41 | $42,795.63 |
DisclosureSEC source: 0001209191-22-046722 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,778.1378 F2 · date: These shares were forfeited in connection with the vesting of restricted stock units granted to the reporting person on August 17, 2020. Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 21:52 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 487.1334 | $72.03 | $35,088.22 |
DisclosureSEC source: 0001209191-22-046722 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,377.4325 F1 · date: These shares were forfeited in connection with the vesting of restricted stock units granted to the reporting person on August 16, 2021. Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 22:04 UTC | EnerSys ENS · Entity 3750 | GrantStock Options · Derivative | 20,799 | $0.00 Strike: $77.97 | $0.00 |
DisclosureSEC source: 0001209191-22-046045 · doc4.xml · derivative · entry 5 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,799 Underlying: Common Stock · 20,799 shares Expires 2032-08-12 F5 · derivative.exercise_date: These options vest in three equal annual installments beginning on August 12, 2023, subject to acceleration or forfeiture in certain specified circumstances. Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 22:04 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-046045 · doc4.xml · nonDerivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,864.5659 F4 · shares: These shares were granted as restricted stock units that vest twenty-five percent on each of August 12, 2023, August 12, 2024, August 12, 2025 and August 12, 2026, subject to acceleration or forfeiture in certain specified circumstances. Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 22:04 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 1,116 | $68.90 | $76,892.40 |
DisclosureSEC source: 0001209191-22-046045 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,810.5659 F3 · shares: Shares were forfeited in connection with TSR performance share units originally granted to the reporting person on August 12, 2019. Upon vesting, the performance share units achieved a payout factor of 68%. Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 22:04 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 4,064.1193 | $68.90 | $280,017.82 |
DisclosureSEC source: 0001209191-22-046045 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,926.5659 F2 · shares: Shares were forfeited in connection with EPS performance share units originally granted to the reporting person on August 12, 2019. Upon vesting, the performance share units achieved a payout factor of 0%. Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 22:04 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 351.8928 | $68.90 | $24,245.41 |
DisclosureSEC source: 0001209191-22-046045 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,990.6852 F1 · shares: Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person on August 12, 2019. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:27 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 14.6029 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040697 · doc4.xml · nonDerivative · entry 6 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,342.578 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 4,901 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 |
| June 30, 2022 Filed Jul 5, 2022 20:27 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 13.4502 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040697 · doc4.xml · nonDerivative · entry 5 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,327.9751 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 4,477 unvested RSUs granted to the reporting person on August 17, 2020, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:27 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 5.2599 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040697 · doc4.xml · nonDerivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,314.5249 F4 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 3,946 PSUs granted to the reporting person on August 12, 2019, and adjusted for previously declared and paid cash dividends. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.