Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EnerSysENS · Entity 3750 | Executive Vice President & CFO | March 25, 2022 | March 29, 2022 |
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 March 25, 2022 · Filed March 29, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 105,625.5019 |
Ending reported balance
After 2022-03-25 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2022-03-25 · Grant · Acquired 9.5684 · Balance 105,546.1276 F1: These shares were granted in the form of Performance Share Units ("PSUs"), 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 3,827 PSUs granted to the reporting person on August 13, 2018, and adjusted for vesting on August 13, 2021, and previously declared and paid cash dividends. These PSUs will be payable concurrently with the underlying PSUs. Row 2 · 2022-03-25 · Grant · Acquired 7.148 · Balance 105,553.2756 F2: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 4,819 PSUs granted to the reporting person on August 13, 2018, and adjusted for vesting on August 13, 2021, and previously declared and paid cash dividends. These PSUs will be payable concurrently with the underlying PSUs. Row 3 · 2022-03-25 · Grant · Acquired 2.701 · Balance 105,555.9766 F3: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 1,097 unvested RSUs granted to the reporting person on August 13, 2018, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Row 4 · 2022-03-25 · Grant · Acquired 6.9659 · Balance 105,562.9425 F4: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,857 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. Row 5 · 2022-03-25 · Grant · Acquired 12.9663 · Balance 105,575.9088 F5: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 5,318 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. Row 6 · 2022-03-25 · Grant · Acquired 15.8726 · Balance 105,591.7814 F6: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 6,510 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. Row 7 · 2022-03-25 · Grant · Acquired 15.8256 · Balance 105,607.607 F7: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 9,422 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 8 · 2022-03-25 · Grant · Acquired 17.8949 · Balance 105,625.5019 F8: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 7,485 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. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were granted in the form of Performance Share Units ("PSUs"), 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 3,827 PSUs granted to the reporting person on August 13, 2018, and adjusted for vesting on August 13, 2021, and previously declared and paid cash dividends. These PSUs will be payable concurrently with the underlying PSUs.
F2: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 4,819 PSUs granted to the reporting person on August 13, 2018, and adjusted for vesting on August 13, 2021, and previously declared and paid cash dividends. These PSUs will be payable concurrently with the underlying PSUs.
F3: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 1,097 unvested RSUs granted to the reporting person on August 13, 2018, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs.
F4: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,857 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.
F5: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 5,318 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.
F6: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 6,510 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.
F7: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 9,422 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.
F8: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 7,485 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.
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 |
|---|---|---|---|---|---|---|
| March 25, 2022 Filed Mar 29, 2022 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 17.8949 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021478 · doc4.xml · nonDerivative · entry 8 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,625.5019 F8 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 7,485 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 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 15.8256 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021478 · doc4.xml · nonDerivative · entry 7 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,607.607 F7 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 9,422 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 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 15.8726 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021478 · doc4.xml · nonDerivative · entry 6 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,591.7814 F6 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 6,510 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 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 12.9663 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021478 · doc4.xml · nonDerivative · entry 5 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,575.9088 F5 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 5,318 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 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.9659 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021478 · doc4.xml · nonDerivative · entry 4 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,562.9425 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,857 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 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.701 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021478 · doc4.xml · nonDerivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,555.9766 F3 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 1,097 unvested RSUs granted to the reporting person on August 13, 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 25, 2022 Filed Mar 29, 2022 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.148 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021478 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,553.2756 F2 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 4,819 PSUs granted to the reporting person on August 13, 2018, and adjusted for vesting on August 13, 2021, and previously declared and paid cash dividends. These PSUs will be payable concurrently with the underlying PSUs. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.5684 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021478 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,546.1276 F1 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), 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 3,827 PSUs granted to the reporting person on August 13, 2018, and adjusted for vesting on August 13, 2021, and previously declared and paid cash dividends. These PSUs will be payable concurrently with the underlying PSUs. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:12 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 17.5407 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000684 · doc4.xml · nonDerivative · entry 8 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,536.5592 F8 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 7,485 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 21:12 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 15.5123 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000684 · doc4.xml · nonDerivative · entry 7 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,519.0185 F7 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 9,422 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 21:12 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 15.5584 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000684 · doc4.xml · nonDerivative · entry 6 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,503.5062 F6 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 6,510 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 21:12 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 12.7096 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000684 · doc4.xml · nonDerivative · entry 5 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,487.9478 F5 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 5,318 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 21:12 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.828 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000684 · doc4.xml · nonDerivative · entry 4 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,475.2382 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,857 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 21:12 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.6475 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000684 · doc4.xml · nonDerivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,468.4102 F3 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 1,097 unvested RSUs granted to the reporting person on August 13, 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 21:12 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.0065 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000684 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,465.7627 F2 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 4,819 PSUs granted to the reporting person on August 13, 2018, and adjusted for vesting on August 13, 2021, and previously declared and paid cash dividends. These PSUs will be payable concurrently with the underlying PSUs. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:12 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.379 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000684 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,458.7562 F1 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), 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 3,827 PSUs granted to the reporting person on August 13, 2018, and adjusted for vesting on August 13, 2021, and previously declared and paid cash dividends. These PSUs will be payable concurrently with the underlying PSUs. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 20:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 16.4001 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057929 · doc4.xml · nonDerivative · entry 8 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,449.3772 F8 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 7,485 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 20:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 14.5036 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057929 · doc4.xml · nonDerivative · entry 7 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,432.9771 F7 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 9,422 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 20:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 14.5467 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057929 · doc4.xml · nonDerivative · entry 6 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,418.4735 F6 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 6,510 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 20:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 11.8832 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057929 · doc4.xml · nonDerivative · entry 5 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,403.9268 F5 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 5,318 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 20:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.384 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057929 · doc4.xml · nonDerivative · entry 4 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,392.0436 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,857 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 20:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.4753 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057929 · doc4.xml · nonDerivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,385.6596 F3 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 1,097 unvested RSUs granted to the reporting person on August 13, 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 |
| September 24, 2021 Filed Sep 28, 2021 20:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.5509 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057929 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,383.1843 F2 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 4,819 PSUs granted to the reporting person on August 13, 2018, and adjusted for vesting on August 13, 2021, and previously declared and paid cash dividends. These PSUs will be payable concurrently with the underlying PSUs. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 20:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8.7691 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057929 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,376.6334 F1 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), 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 3,827 PSUs granted to the reporting person on August 13, 2018, and adjusted for vesting on August 13, 2021, and previously declared and paid cash dividends. These PSUs will be payable concurrently with the underlying PSUs. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 20:20 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 960.1573 | $91.81 | $88,152.04 |
DisclosureSEC source: 0001209191-21-052540 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,367.8643 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 20:20 UTC | EnerSys ENS · Entity 3750 | GrantStock Options · Derivative | 24,164 | $0.00 Strike: $100.99 | $0.00 |
DisclosureSEC source: 0001209191-21-052540 · doc4.xml · derivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,164 Underlying: Common Stock · 24,164 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 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-052540 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,328.0216 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 13, 2021 Filed Aug 16, 2021 20:11 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 492.7692 | $94.13 | $46,384.36 |
DisclosureSEC source: 0001209191-21-051621 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,755.0216 F2 · shares: Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person on August 13, 2018. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 20:05 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 97 | $94.13 | $9,130.61 |
DisclosureSEC source: 0001209191-21-051825 · doc4.xml · nonDerivative · entry 4 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,843.0216 F2 · shares: Shares were forfeited in connection with the vesting of performance share units granted to the reporting person on May 13, 2018. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 20:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 158 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-051825 · doc4.xml · nonDerivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,940.0216 F3 · shares: Represents additional shares received in connection with TSR performance share units originally granted to the reporting person on August 13, 2018. Upon vesting, the performance share units achieved a payout factor of 104%. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 20:05 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 72 | $94.13 | $6,777.36 |
DisclosureSEC source: 0001209191-21-051825 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,782.0216 F2 · shares: Shares were forfeited in connection with the vesting of performance share units granted to the reporting person on May 13, 2018. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 20:05 UTC | EnerSys ENS · Entity 3750 | Disposition to issuerCommon Stock | 1,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-051825 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,854.0216 F1 · shares: Represents excess shares previously reported in connection with EPS performance share units originally granted to the reporting person on August 13, 2018. Upon vesting, the performance share units achieved a payout factor of 61.7%. Read SEC document |
| August 12, 2021 Filed Aug 16, 2021 20:11 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 634.321 | $99.30 | $62,988.08 |
DisclosureSEC source: 0001209191-21-051621 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,247.7908 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 20:35 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 16.2467 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043672 · doc4.xml · nonDerivative · entry 7 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,882.1118 F7 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 8,754 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 25, 2021 Filed Jun 29, 2021 20:35 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 12.2203 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043672 · doc4.xml · nonDerivative · entry 6 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,865.8651 F6 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 6,510 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 20:35 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.9827 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043672 · doc4.xml · nonDerivative · entry 5 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,853.6448 F5 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 5,318 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 20:35 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8.0436 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043672 · doc4.xml · nonDerivative · entry 4 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,843.6621 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 4,285 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 20:35 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.1348 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043672 · doc4.xml · nonDerivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,835.6184 F3 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 4,819 PSUs granted to the reporting person on August 13, 2018, 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 20:35 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.2544 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043672 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,826.4836 F2 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 3,827 PSUs granted to the reporting person on August 13, 2018, 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 20:35 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4.1608 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043672 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,819.2292 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 2,195 unvested RSUs granted to the reporting person on August 13, 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 |
| May 09, 2021 Filed May 11, 2021 21:44 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon STock | 2,110 | $91.15 | $192,326.50 |
DisclosureSEC source: 0001209191-21-031799 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,815.0684 F2 · shares: Reflects the number of performance share units ("PSUs") surrendered in connection with the settlement of previously vested PSUs into shares of common stock. Read SEC document |
| May 09, 2021 Filed May 11, 2021 21:44 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 449 | $91.15 | $40,926.35 |
DisclosureSEC source: 0001209191-21-031799 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,925.0684 F1 · shares: Shares were forfeited in connection with the vesting of restricted stock units granted to the reporting person on May 9, 2017. Read SEC document |
| March 26, 2021 Filed Mar 30, 2021 21:21 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 15.1701 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023591 · doc4.xml · nonDerivative · entry 9 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,374.0684 F9 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 8,754 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 26, 2021 Filed Mar 30, 2021 21:21 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 11.4105 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023591 · doc4.xml · nonDerivative · entry 8 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,358.8982 F8 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 6,510 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 26, 2021 Filed Mar 30, 2021 21:21 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.3212 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023591 · doc4.xml · nonDerivative · entry 7 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,347.4878 F7 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 5,318 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 26, 2021 Filed Mar 30, 2021 21:21 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.5106 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023591 · doc4.xml · nonDerivative · entry 6 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,338.1666 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 4,285 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 26, 2021 Filed Mar 30, 2021 21:21 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8.5295 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023591 · doc4.xml · nonDerivative · entry 5 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,330.656 F5 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 4,819 PSUs granted to the reporting person on August 13, 2018, 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 26, 2021 Filed Mar 30, 2021 21:21 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.7737 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023591 · doc4.xml · nonDerivative · entry 4 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,322.1265 F4 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 3,827 PSUs granted to the reporting person on August 13, 2018, 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 26, 2021 Filed Mar 30, 2021 21:21 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3.8851 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023591 · doc4.xml · nonDerivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,315.3528 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,195 unvested RSUs granted to the reporting person on August 13, 2018, 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 26, 2021 Filed Mar 30, 2021 21:21 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.777 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023591 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,311.4677 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 992 unvested RSUs granted to the reporting person on May 9, 2017, and adjusted for previously declared and paid cash dividends. 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.