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 26, 2021 Filed Mar 30, 2021 21:21 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8.516 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023591 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,309.6907 F1 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), 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 6,242 PSUs granted to the reporting person on May 9, 2017, and adjusted for vesting on May 9, 2020 and previously declared and paid cash dividends. These PSUs will be payable concurrently with the underlying PSUs. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 21:50 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionStock Option · Derivative | 7,180 | $0.00 Strike: $57.60 | $0.00 |
DisclosureSEC source: 0001209191-21-005101 · doc4.xml · derivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires 2026-05-16 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 vest in three equal annual installments beginning on May 16, 2017, subject to acceleration or forfeiture in certain specified circumstances. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 21:50 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 5,318 | $92.37 | $491,223.66 |
DisclosureSEC source: 0001209191-21-005101 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,301.1747 Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 21:50 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionCommon Stock | 7,180 | $57.60 | $413,568.00 |
DisclosureSEC source: 0001209191-21-005101 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,619.1747 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 21:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 18.3682 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001139 · doc4.xml · nonDerivative · entry 9 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,439.1747 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 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 21:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 13.816 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001139 · doc4.xml · nonDerivative · entry 8 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,420.8066 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 |
| December 31, 2020 Filed Jan 5, 2021 21:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 11.2862 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001139 · doc4.xml · nonDerivative · entry 7 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,406.9906 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 |
| December 31, 2020 Filed Jan 5, 2021 21:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.0939 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001139 · doc4.xml · nonDerivative · entry 6 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,395.7044 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 |
| December 31, 2020 Filed Jan 5, 2021 21:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.3276 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001139 · doc4.xml · nonDerivative · entry 5 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,386.6105 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 |
| December 31, 2020 Filed Jan 5, 2021 21:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8.2017 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001139 · doc4.xml · nonDerivative · entry 4 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,376.2828 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 |
| December 31, 2020 Filed Jan 5, 2021 21:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4.7041 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001139 · doc4.xml · nonDerivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,368.0812 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 |
| December 31, 2020 Filed Jan 5, 2021 21:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.1516 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001139 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,363.3771 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 |
| December 31, 2020 Filed Jan 5, 2021 21:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.3113 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001139 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,361.2255 F1 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), 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 6,242 PSUs granted to the reporting person on May 9, 2017, and adjusted for vesting on May 9, 2020 and previously declared and paid cash dividends. These PSUs will be payable concurrently with the underlying PSUs. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 21:21 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionStock Option · Derivative | 6,980 | $0.00 Strike: $57.60 | $0.00 |
DisclosureSEC source: 0001209191-20-057638 · doc4.xml · derivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,980 shares Expires 2026-05-16 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 vest in three equal annual installments beginning on May 16, 2017, subject to acceleration or forfeiture in certain specified circumstances. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 21:21 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 5,830 | $81.32 | $474,095.60 |
DisclosureSEC source: 0001209191-20-057638 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,350.9142 Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 21:21 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionCommon Stock | 6,980 | $57.60 | $402,048.00 |
DisclosureSEC source: 0001209191-20-057638 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,180.9142 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 |
| September 25, 2020 Filed Sep 29, 2020 20:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 22.8274 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052328 · doc4.xml · nonDerivative · entry 9 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,200.9142 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. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| September 25, 2020 Filed Sep 29, 2020 20:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 17.1701 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052328 · doc4.xml · nonDerivative · entry 8 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,178.0868 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 |
| September 25, 2020 Filed Sep 29, 2020 20:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 14.0262 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052328 · doc4.xml · nonDerivative · entry 7 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,160.9167 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 |
| September 25, 2020 Filed Sep 29, 2020 20:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 11.3017 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052328 · doc4.xml · nonDerivative · entry 6 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,146.8904 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 |
| September 25, 2020 Filed Sep 29, 2020 20:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 12.8349 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052328 · doc4.xml · nonDerivative · entry 5 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,135.5888 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 |
| September 25, 2020 Filed Sep 29, 2020 20:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.1928 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052328 · doc4.xml · nonDerivative · entry 4 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,122.7539 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 |
| September 25, 2020 Filed Sep 29, 2020 20:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 5.8461 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052328 · doc4.xml · nonDerivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,112.5611 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 |
| September 25, 2020 Filed Sep 29, 2020 20:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.674 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052328 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,106.7149 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 |
| September 25, 2020 Filed Sep 29, 2020 20:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 12.8146 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052328 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,104.041 F1 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), 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 6,242 PSUs granted to the reporting person on May 9, 2017, and adjusted for vesting on May 9, 2020 and previously declared and paid cash dividends. These PSUs will be payable concurrently with the underlying PSUs. Read SEC document |
| August 17, 2020 Filed Aug 20, 2020 20:18 UTC | EnerSys ENS · Entity 3750 | GrantStock Options · Derivative | 29,824 | $0.00 Strike: $82.93 | $0.00 |
DisclosureSEC source: 0001209191-20-047724 · doc4.xml · derivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,824 Underlying: Common Stock · 29,824 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 20:18 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-047724 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,091.2264 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 13, 2020 Filed Aug 14, 2020 20:14 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 487.4455 | $74.35 | $36,241.57 |
DisclosureSEC source: 0001209191-20-046776 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,337.2264 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 12, 2020 Filed Aug 14, 2020 20:14 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 629.352 | $74.18 | $46,685.33 |
DisclosureSEC source: 0001209191-20-046776 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,824.6719 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 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 17.9219 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039477 · doc4.xml · nonDerivative · entry 8 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,454.0239 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 |
| June 26, 2020 Filed Jun 30, 2020 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 14.6403 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039477 · doc4.xml · nonDerivative · entry 7 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,436.102 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 |
| June 26, 2020 Filed Jun 30, 2020 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 15.7305 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039477 · doc4.xml · nonDerivative · entry 6 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,421.4617 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 5,714 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 26, 2020 Filed Jun 30, 2020 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 13.3968 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039477 · doc4.xml · nonDerivative · entry 5 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,405.7312 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 |
| June 26, 2020 Filed Jun 30, 2020 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.6391 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039477 · doc4.xml · nonDerivative · entry 4 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,392.3344 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 |
| June 26, 2020 Filed Jun 30, 2020 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.1518 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039477 · doc4.xml · nonDerivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,381.6953 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 6,242 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 |
| June 26, 2020 Filed Jun 30, 2020 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.791 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039477 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,372.5436 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 |
| June 26, 2020 Filed Jun 30, 2020 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 13.3756 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039477 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,369.7525 F1 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), 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 6,242 PSUs granted to the reporting person on May 9, 2017, and adjusted for vesting on May 9, 2020 and previously declared and paid cash dividends. These PSUs will be payable concurrently with the underlying PSUs. Read SEC document |
| May 16, 2020 Filed May 19, 2020 20:15 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 3,066.0445 | $55.52 | $170,226.79 |
DisclosureSEC source: 0001209191-20-030452 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,356.3769 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 16, 2020 Filed May 19, 2020 20:15 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 648.684 | $55.52 | $36,014.94 |
DisclosureSEC source: 0001209191-20-030452 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,422.4214 F1 · shares: Shares were forfeited in connection with the vesting of restricted stock units granted to the reporting person on May 16, 2016. Read SEC document |
| May 09, 2020 Filed May 12, 2020 21:29 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 117.9412 | $59.87 | $7,061.14 |
DisclosureSEC source: 0001209191-20-028599 · doc4.xml · nonDerivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,071.1054 F3 · shares: Shares were forfeited in connection with the vesting of performance share units granted to the reporting person on May 9, 2017. Read SEC document |
| May 09, 2020 Filed May 12, 2020 21:29 UTC | EnerSys ENS · Entity 3750 | Disposition to issuerCommon Stock | 1,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-028599 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,189.0466 F2 · shares: Represents excess shares previously reported in connection with performance share units originally granted to the reporting person on May 9, 2017. Upon vesting, the performance share units achieved a payout factor of .78. Read SEC document |
| May 09, 2020 Filed May 12, 2020 21:29 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 508.6359 | $59.87 | $30,452.03 |
DisclosureSEC source: 0001209191-20-028599 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,605.0466 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 27, 2020 Filed Mar 31, 2020 20:32 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 17.7903 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021820 · doc4.xml · nonDerivative · entry 7 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,049.5523 F7 · 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 27, 2020 Filed Mar 31, 2020 20:32 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 14.1281 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021820 · doc4.xml · nonDerivative · entry 6 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,031.762 F6 · 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 27, 2020 Filed Mar 31, 2020 20:32 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 12.1531 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021820 · doc4.xml · nonDerivative · entry 5 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,017.6339 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,292 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 27, 2020 Filed Mar 31, 2020 20:32 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 23.3216 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021820 · doc4.xml · nonDerivative · entry 4 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,005.4808 F4 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 6,242 unvested PSUs granted to the reporting person on May 9, 2017, 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 20:32 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.4127 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021820 · doc4.xml · nonDerivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,982.1592 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 1,984 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 |
| March 27, 2020 Filed Mar 31, 2020 20:32 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 5.4027 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021820 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,974.7465 F2 · shares: These shares were granted in the form of restricted stock units ("RSUs"), in connection with the Dividend, with respect to 1,432 unvested RSUs granted to the reporting person on May 16, 2016, 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 20:32 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 26.4577 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021820 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,969.3438 F1 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), 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 9,326 PSUs granted to the reporting person on May 16, 2016, and adjusted for vesting on May 16, 2019 and previously declared and paid cash dividends. These PSUs will be payable concurrently with the underlying PSUs. Read SEC document |
| December 27, 2019 Filed Dec 31, 2019 21:28 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 15.5137 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-062273 · doc4.xml · nonDerivative · entry 10 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,942.8861 F10 · 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 a previously declared and paid cash dividend. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.