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 |
|---|---|---|---|---|---|---|
| June 30, 2022 Filed Jul 5, 2022 20:27 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 11.9906 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040697 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,309.265 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 1,731 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 |
| June 30, 2022 Filed Jul 5, 2022 20:27 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.7936 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040697 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,297.2744 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 1,731 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 |
| June 30, 2022 Filed Jul 5, 2022 20:27 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.2836 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040697 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,287.4808 F1 · shares: These shares were granted in the form of Restricted Stock Units("RSUs"), in connection with the cash dividend paid on June 30, 2022 to stockholders of record as of June 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. F2 · balance_after: Adjusted for previous arithmetic error. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:23 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 11.7172 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021485 · doc4.xml · nonDerivative · entry 6 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,281.1972 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 a previously declared and paid cash dividend. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:23 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.7923 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021485 · doc4.xml · nonDerivative · entry 5 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,269.48 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 |
| March 25, 2022 Filed Mar 29, 2022 20:23 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.6211 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021485 · doc4.xml · nonDerivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,258.6877 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 |
| March 25, 2022 Filed Mar 29, 2022 20:23 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.8583 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021485 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,249.0666 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 previously declared and paid cash dividends. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:23 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4.2205 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021485 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,241.2083 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 1,731 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 |
| March 25, 2022 Filed Mar 29, 2022 20:23 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 5.0419 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021485 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,236.9878 F1 · shares: These shares were granted in the form of Restricted Stock Units("RSUs"), in connection with the cash dividend paid on March 25, 2022 to stockholders of record as of March 11, 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 |
| December 31, 2021 Filed Jan 4, 2022 21:15 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 11.4852 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000696 · doc4.xml · nonDerivative · entry 6 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,231.9459 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 a previously declared and paid cash dividend. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:15 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.5786 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000696 · doc4.xml · nonDerivative · entry 5 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,220.4607 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 |
| December 31, 2021 Filed Jan 4, 2022 21:15 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.4306 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000696 · doc4.xml · nonDerivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,209.8821 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 |
| December 31, 2021 Filed Jan 4, 2022 21:15 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.7027 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000696 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,200.4515 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 previously declared and paid cash dividends. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:15 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4.137 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000696 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,192.7488 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 1,731 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 31, 2021 Filed Jan 4, 2022 21:15 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4.9421 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000696 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,188.6118 F1 · shares: These shares were granted in the form of Restricted Stock Units("RSUs"), in connection with the cash dividend paid on December 31, 2021 to stockholders of record as of December 17, 2021 (the "Dividend"), with respect to 2,118 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 |
| December 07, 2021 Filed Dec 9, 2021 21:04 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 832.48 | $77.00 | $64,100.96 |
DisclosureSEC source: 0001209191-21-068740 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,183.6697 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 24, 2021 Filed Sep 28, 2021 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.7384 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057933 · doc4.xml · nonDerivative · entry 6 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,016.1497 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. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.8907 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057933 · doc4.xml · nonDerivative · entry 5 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,005.4113 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 |
| September 24, 2021 Filed Sep 28, 2021 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8.8174 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057933 · doc4.xml · nonDerivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,995.5206 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 |
| September 24, 2021 Filed Sep 28, 2021 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.2018 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057933 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,986.7032 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 previously declared and paid cash dividends. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3.8679 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057933 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,979.5014 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 1,731 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 24, 2021 Filed Sep 28, 2021 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.2392 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057933 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,975.6335 F1 · shares: These shares were granted in the form of Restricted Stock Units("RSUs"), in connection with the cash dividend paid on September 24, 2021 to stockholders of record as of September 10, 2021 (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 27, 2021 Filed Aug 31, 2021 20:27 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionStock Option · Derivative | 4,351 | $0.00 Strike: $57.75 | $0.00 |
DisclosureSEC source: 0001209191-21-054082 · doc4.xml · derivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,352 Underlying: Common Stock · 4,351 shares Expires 2029-08-12 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. F2 · derivative.exercise_date: These options vest in three equal annual installments beginning on August 12, 2020, subject to acceleration or forfeiture in certain specified circumstances. Read SEC document |
| August 27, 2021 Filed Aug 31, 2021 20:27 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 4,351 | $87.26 | $379,668.26 |
DisclosureSEC source: 0001209191-21-054082 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,966.3943 F1 · price: This transaction was executed in multiple trades at prices ranging from $87.25 to $87.31. 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 |
| August 27, 2021 Filed Aug 31, 2021 20:27 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionCommon Stock | 4,351 | $57.75 | $251,270.25 |
DisclosureSEC source: 0001209191-21-054082 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,317.3943 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 |
| August 17, 2021 Filed Aug 19, 2021 20:23 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 592.3758 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-052544 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,966.3943 F3 · 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, 2021 Filed Aug 19, 2021 20:23 UTC | EnerSys ENS · Entity 3750 | GrantStock Options · Derivative | 15,823 | $0.00 Strike: $100.99 | $0.00 |
DisclosureSEC source: 0001209191-21-052544 · doc4.xml · derivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,823 Underlying: Common Stock · 15,823 shares Expires 2031-08-16 F2 · date: This grant was made after markets had closed. F4 · derivative.exercise_date: The options vest in three equal annual installments beginning on August 16, 2022, subject to acceleration or forfeiture in certain specified circumstances. Read SEC document |
| August 16, 2021 Filed Aug 19, 2021 20:23 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-052544 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,558.7701 F1 · security: These shares were granted as restricted stock units that vest twenty-five percent on each of August 16, 2022, August 16, 2023, August 16, 2024, and August 16, 2025, subject to acceleration or forfeiture in certain specified circumstances. F2 · date: This grant was made after markets had closed. Read SEC document |
| August 12, 2021 Filed Aug 16, 2021 20:13 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 348.1751 | $99.30 | $34,573.79 |
DisclosureSEC source: 0001209191-21-051623 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,657.7701 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 25, 2021 Filed Jun 29, 2021 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 11.078 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043677 · doc4.xml · nonDerivative · entry 5 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,005.9452 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 5,969 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 25, 2021 Filed Jun 29, 2021 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.4073 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043677 · doc4.xml · nonDerivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,994.8672 F4 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 3,946 unvested 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 |
| June 25, 2021 Filed Jun 29, 2021 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.0501 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043677 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,987.4599 F3 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 3,223 unvested 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 |
| June 25, 2021 Filed Jun 29, 2021 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4.875 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043677 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,981.4098 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,597 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 |
| June 25, 2021 Filed Jun 29, 2021 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.7616 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043677 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,976.5349 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on June 25, 2021 to stockholders of record as of June 11, 2021 (the "Dividend"), with respect to 6,155 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 |
| March 26, 2021 Filed Mar 30, 2021 21:23 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.3439 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023597 · doc4.xml · nonDerivative · entry 5 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,968.7733 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 5,969 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 26, 2021 Filed Mar 30, 2021 21:23 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.9164 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023597 · doc4.xml · nonDerivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,958.4294 F4 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 3,946 unvested PSUs granted to the reporting person on August 12, 2019, and adjusted for a previously declared and paid cash dividend. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| March 26, 2021 Filed Mar 30, 2021 21:23 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 5.6492 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023597 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,951.513 F3 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 3,223 unvested PSUs granted to the reporting person on August 12, 2019, and adjusted for a previously declared and paid cash dividend. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| March 26, 2021 Filed Mar 30, 2021 21:23 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4.5519 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023597 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,945.8639 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,597 RSUs granted to the reporting person on August 12, 2019, and adjusted for a previously declared and paid cash dividend. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| March 26, 2021 Filed Mar 30, 2021 21:23 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.2472 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023597 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,941.3119 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on March 26,2021 to stockholders of record as of March 12, 2021 (the "Dividend"), with respect to 6,155 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 |
| January 21, 2021 Filed Feb 17, 2023 21:21 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionStock Option · Derivative | 4,352 | $0.00 Strike: $57.75 | $0.00 |
DisclosureSEC source: 0001209191-23-010604 · doc4.xml · derivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires 2029-08-12 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. F1 · derivative.exercise_date: These options vested in three equal annual installments beginning on August 12, 2020, subject to acceleration or forfeiture in certain specified circumstances. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 21:40 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 12.5245 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001157 · doc4.xml · nonDerivative · entry 5 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,934.0647 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 5,969 RSUs granted to the reporting person on August 17, 2020, and adjusted for a previously declared and paid cash dividend. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 21:40 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8.3745 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001157 · doc4.xml · nonDerivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,921.5402 F5 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 3,946 unvested PSUs granted to the reporting person on August 12, 2019, and adjusted for a previously declared and paid cash dividend. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 21:40 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.8401 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001157 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,913.1657 F4 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 3,223 unvested PSUs granted to the reporting person on August 12, 2019, and adjusted for a previously declared and paid cash dividend. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 21:40 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8.775 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001157 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,906.3257 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,597 RSUs granted to the reporting person on August 12, 2019, and adjusted for a previously declared and paid cash dividend. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 21:40 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 5.5115 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001157 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,897.5506 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on December 31, 2020 to stockholders of record as of December 18, 2020 (the "Dividend"), with respect to 6,155 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. F2 · balance_after: The amounts included have been corrected for an arithmetic error in a previous filing. Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 21:16 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 511 | $83.74 | $42,791.14 |
DisclosureSEC source: 0001209191-20-062253 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,892.0391 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 25, 2020 Filed Sep 29, 2020 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 15.5651 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052332 · doc4.xml · nonDerivative · entry 5 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,403.0391 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 5,969 RSUs granted to the reporting person on August 17, 2020. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| September 25, 2020 Filed Sep 29, 2020 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.4076 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052332 · doc4.xml · nonDerivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,387.474 F5 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 3,946 unvested PSUs granted to the reporting person on August 12, 2019, and adjusted for a previously declared and paid cash dividend. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| September 25, 2020 Filed Sep 29, 2020 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8.5007 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052332 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,377.0665 F4 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 3,223 unvested PSUs granted to the reporting person on August 12, 2019, and adjusted for a previously declared and paid cash dividend. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| September 25, 2020 Filed Sep 29, 2020 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.8496 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052332 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,368.5658 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,597 RSUs granted to the reporting person on August 12, 2019, and adjusted for a previously declared and paid cash dividend. These RSUs will vest and are payable concurrent with the underlying RSUs. 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.