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 25, 2020 Filed Sep 29, 2020 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 16.3594 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052332 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,361.7162 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on September 25,2020 to stockholders of record as of September 11, 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 |
| August 18, 2020 Filed Aug 20, 2020 20:20 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionStock Option · Derivative | 4,352 | $0.00 Strike: $57.75 | $0.00 |
DisclosureSEC source: 0001209191-20-047730 · doc4.xml · derivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,703 Underlying: Common Stock · 4,352 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 18, 2020 Filed Aug 20, 2020 20:20 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 4,352 | $74.07 | $322,352.64 |
DisclosureSEC source: 0001209191-20-047730 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,376.3568 F1 · price: This transaction was executed in multiple trades at prices ranging from $74.00 to $74.20. 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 18, 2020 Filed Aug 20, 2020 20:20 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionCommon Stock | 4,352 | $57.75 | $251,328.00 |
DisclosureSEC source: 0001209191-20-047730 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,728.3568 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, 2020 Filed Aug 20, 2020 20:20 UTC | EnerSys ENS · Entity 3750 | GrantStock Options · Derivative | 20,334 | $0.00 Strike: $82.93 | $0.00 |
DisclosureSEC source: 0001209191-20-047729 · doc4.xml · derivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,334 Underlying: Common Stock · 20,334 shares Expires 2030-08-17 F2 · date: This grant was made after markets had closed. F3 · derivative.exercise_date: The options vest in three equal annual installments beginning on August 17, 2021, subject to acceleration or forfeiture in certain specified circumstances. Read SEC document |
| August 17, 2020 Filed Aug 20, 2020 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 5,969 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-047729 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres. Energy Systems Global 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,345.3568 F1 · security: These shares were granted as restricted stock units that vest twenty-five percent on each of August 17, 2021, August 17, 2022, August 17, 2023, and August 12, 2024, subject to acceleration or forfeiture in certain specified circumstances. F2 · date: This grant was made after markets had closed. Read SEC document |
| August 12, 2020 Filed Aug 14, 2020 20:17 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 218.9096 | $74.18 | $16,238.71 |
DisclosureSEC source: 0001209191-20-046779 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,376.3568 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 26, 2020 Filed Jun 30, 2020 20:41 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.8632 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039484 · doc4.xml · nonDerivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,595.2664 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 |
| June 26, 2020 Filed Jun 30, 2020 20:41 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8.8728 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039484 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,584.4032 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 |
| June 26, 2020 Filed Jun 30, 2020 20:41 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.5336 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039484 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,575.5303 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,463 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 |
| June 26, 2020 Filed Jun 30, 2020 20:41 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 17.0757 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039484 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,565.9968 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on June 26, 2020 to stockholders of record as of June 12, 2020 (the "Dividend"), with respect to 4,103 unvested RSUs granted to the reporting person on December 7, 2018, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrently with the underlying RSUs. F2 · balance_after: This amount reflects a increase of 111.66 shares, which prior understatement of shares was the result of an administrative error. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 20:34 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 14.4258 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021828 · doc4.xml · nonDerivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,498.8053 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 |
| March 27, 2020 Filed Mar 31, 2020 20:34 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 11.7827 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021828 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,484.3795 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 |
| March 27, 2020 Filed Mar 31, 2020 20:34 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 12.6601 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021828 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,472.5968 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,463 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 27, 2020 Filed Mar 31, 2020 20:34 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 22.6756 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021828 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,459.9367 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on March 27, 2020 to stockholders of record as of March 13, 2020 (the "Dividend"), with respect to 6,155 RSUs granted to the reporting person on December 7, 2018, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrently with the underlying RSUs. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 21:08 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 1,000 | $77.33 | $77,330.00 |
DisclosureSEC source: 0001209191-20-009602 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,437.2611 Read SEC document |
| December 27, 2019 Filed Dec 31, 2019 21:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.4035 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-062278 · doc4.xml · nonDerivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,437.2611 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 |
| December 27, 2019 Filed Dec 31, 2019 21:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.6806 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-062278 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,427.8576 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 |
| December 27, 2019 Filed Dec 31, 2019 21:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8.2525 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-062278 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,420.1771 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3463 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 27, 2019 Filed Dec 31, 2019 21:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 14.7812 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-062278 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,411.9246 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on December 27, 2019 to stockholders of record as of December 13, 2019 (the "Dividend"), with respect to 6,155 RSUs granted to the reporting person on December 7, 2018, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrently with the underlying RSUs. Read SEC document |
| December 07, 2019 Filed Dec 10, 2019 21:28 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 505.3599 | $71.74 | $36,254.52 |
DisclosureSEC source: 0001209191-19-059856 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,397.1434 F1 · date: Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person on August 13, 2018. Read SEC document |
| September 27, 2019 Filed Oct 1, 2019 20:50 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.4613 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-051322 · doc4.xml · nonDerivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,952.616 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. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| September 27, 2019 Filed Oct 1, 2019 20:50 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8.5445 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-051322 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,942.1547 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. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| September 27, 2019 Filed Oct 1, 2019 20:50 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.1808 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-051322 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,933.6101 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,463 unvested RSUs granted to the reporting person on August 12, 2019. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| September 27, 2019 Filed Oct 1, 2019 20:50 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 21.926 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-051322 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,924.4293 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on September 27, 2019 to stockholders of record as of September 13, 2019 (the "Dividend"), with respect to 8,207 RSUs granted to the reporting person on December 7, 2018, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrently with the underlying RSUs. Read SEC document |
| August 12, 2019 Filed Aug 15, 2019 20:22 UTC | EnerSys ENS · Entity 3750 | GrantStock Options · Derivative | 13,055 | $0.00 Strike: $57.75 | $0.00 |
DisclosureSEC source: 0001209191-19-046134 · doc4.xml · derivative · entry 4 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,055 Underlying: Common Stock · 13,055 shares Expires 2029-08-12 F2 · date: This grant was made after markets had closed. F5 · derivative.exercise_date: The 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 12, 2019 Filed Aug 15, 2019 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3,946 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-046134 · doc4.xml · nonDerivative · entry 3 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,902.5033 F4 · security: These shares were granted as performance share units and vest one hundred percent on August 12, 2022, with an additional one year holding period (4 years total until settlement), subject to acceleration and cancellation upon the occurrence of certain events. Each performance share unit converts into the number of shares of common stock determined by applying an EPS Performance multiplier to the number of units vesting on the third anniversary of the date of grant. The EPS Performance multiplier is based on the cumulative adjusted EPS over the three year vesting period relative to a target cumulative adjusted EPS. The minimum EPS Performance multiplier is 0% and the maximum EPS Performance multiplier is 200%. These shares represent the performance share units granted, assuming an EPS Performance multiplier of 100%. F2 · date: This grant was made after markets had closed. Read SEC document |
| August 12, 2019 Filed Aug 15, 2019 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-046134 · doc4.xml · nonDerivative · entry 2 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,956.5033 F3 · security: These shares were granted as performance share units and vest one hundred percent on August 12, 2022, with an additional one year holding period (4 years total until settlement), subject to acceleration and cancellation upon the occurrence of certain events. Each performance share unit converts into the number of shares of common stock determined by applying the TSR multiplier to the number of units vesting on the third anniversary of the date of grant. The TSR multiplier is based on relative TSR performance versus peers over the three year vesting period. The peer group is the S&P Small Cap 600 Industrial Index, of which EnerSys is a member, and consists of approximately 100 companies. The minimum TSR multiplier is 0% and the maximum TSR multiplier is 200%. These shares represent the performance share units granted, assuming a TSR multiplier of 100%. F2 · date: This grant was made after markets had closed. Read SEC document |
| August 12, 2019 Filed Aug 15, 2019 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-046134 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,733.5033 F1 · security: These shares were granted as restricted stock units that vest twenty-five percent on each of August 12, 2020, August 12, 2021, August 12, 2023, and August 12, 2024, subject to acceleration or forfeiture in certain specified circumstances. F2 · date: This grant was made after markets had closed. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 20:21 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 23.2672 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-040274 · doc4.xml · nonDerivative · entry 1 Zogby Andrew M. · CIK 0001772719 · Pres, Energy Systems-Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,270.5033 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on June 28, 2019 to stockholders of record as of June 14, 2019 (the "Dividend"), with respect to 8,207 RSUs granted to the reporting person on December 7, 2018, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrently 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.