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 |
|---|---|---|---|---|---|---|
| December 28, 2018 Filed Jan 3, 2019 01:55 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 14.5516 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000569 · doc4.xml · nonDerivative · entry 5 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,891.9664 F5 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 6,242 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 |
| December 28, 2018 Filed Jan 3, 2019 01:55 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.9401 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000569 · doc4.xml · nonDerivative · entry 4 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,877.4149 F4 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 2,977 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 28, 2018 Filed Jan 3, 2019 01:55 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 21.9541 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000569 · doc4.xml · nonDerivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,870.4748 F3 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 9,326 PSUs granted to the reporting person on May 16, 2016, 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 28, 2018 Filed Jan 3, 2019 01:55 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.7421 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000569 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,848.5207 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 2,864 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 |
| December 28, 2018 Filed Jan 3, 2019 01:55 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 32.6637 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000569 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,841.7786 F1 · shares: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the cash dividend paid on December 28, 2018 to to stockholders of record as of December 14, 2018 (the "Dividend"), with respect to 16,517 MSUs granted to the reporting person on May 12, 2015, and adjusted for vesting on May 12, 2018 and previously declared and paid cash dividends. These MSUs will be payable concurrently with the underlying MSUs. Read SEC document |
| November 29, 2018 Filed Dec 3, 2018 21:19 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionStock Option · Derivative | 13,959 | $0.00 Strike: $57.60 | $0.00 |
DisclosureSEC source: 0001209191-18-060566 · doc4.xml · derivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,980 Underlying: Common Stock · 13,959 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 29, 2018 Filed Dec 3, 2018 21:19 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 10,650 | $86.48 | $921,012.00 |
DisclosureSEC source: 0001209191-18-060566 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,809.1149 Read SEC document |
| November 29, 2018 Filed Dec 3, 2018 21:19 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionCommon Stock | 13,959 | $57.60 | $804,038.40 |
DisclosureSEC source: 0001209191-18-060566 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,459.1149 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 28, 2018 Filed Oct 2, 2018 20:37 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.9437 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053197 · doc4.xml · nonDerivative · entry 8 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,500.1149 F9 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 4,819 PSUs granted to the reporting person on August 13, 2018. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 20:37 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.8968 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053197 · doc4.xml · nonDerivative · entry 7 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,490.1712 F8 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 3,827 PSUs granted to the reporting person on August 13, 2018. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 20:37 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.0585 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053197 · doc4.xml · nonDerivative · entry 6 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,482.2744 F7 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 4,390 RSUs granted to the reporting person on August 13, 2018. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 20:37 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 13.0354 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053197 · doc4.xml · nonDerivative · entry 5 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,473.2159 F6 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 6,242 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 |
| September 28, 2018 Filed Oct 2, 2018 20:37 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.217 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053197 · doc4.xml · nonDerivative · entry 4 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,460.1805 F5 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 2,977 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 28, 2018 Filed Oct 2, 2018 20:37 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 19.6666 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053197 · doc4.xml · nonDerivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,453.9635 F4 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 9,326 PSUs granted to the reporting person on May 16, 2016, 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 28, 2018 Filed Oct 2, 2018 20:37 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.0396 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053197 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,434.2969 F3 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 2,864 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 |
| September 28, 2018 Filed Oct 2, 2018 20:37 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 29.2603 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053197 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,428.2573 F1 · shares: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the cash dividend paid on September 28, 2018 to to stockholders of record as of September 14, 2018 (the "Dividend"), with respect to 16,517 MSUs granted to the reporting person on May 12, 2015, and adjusted for vesting on May 12, 2018 and previously declared and paid cash dividends. These MSUs will be payable concurrently with the underlying MSUs. F2 · balance_after: This amount is reflective of an adjustment resulting from the overstated forfeiture of MSUs in connection with the May 15, 2018 vesting event and subsequent June 29, 2018 dividend payout. Read SEC document |
| August 13, 2018 Filed Aug 16, 2018 21:33 UTC | EnerSys ENS · Entity 3750 | GrantStock Options · Derivative | 15,515 | $0.00 Strike: $75.17 | $0.00 |
DisclosureSEC source: 0001209191-18-047146 · doc4.xml · derivative · entry 4 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,515 Underlying: Common Stock · 15,515 shares Expires 2028-08-13 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 13, 2019, subject to acceleration or forfeiture in certain specified circumstances. Read SEC document |
| August 13, 2018 Filed Aug 16, 2018 21:33 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-047146 · doc4.xml · nonDerivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,267.357 F4 · security: These shares were granted as performance share units and vest one hundred percent on August 13, 2021, 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 13, 2018 Filed Aug 16, 2018 21:33 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-047146 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,448.357 F3 · security: These shares were granted as performance share units and vest one hundred percent on August 13, 2021, 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 13, 2018 Filed Aug 16, 2018 21:33 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-047146 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,621.357 F1 · security: These shares were granted as restricted stock units that vest twenty-five percent on each of August 13, 2019, August 13, 2020, August 13, 2021, and August 13, 2022, subject to acceleration or forfeiture in certain specified circumstances. F2 · date: This grant was made after markets had closed. Read SEC document |
| June 29, 2018 Filed Jul 4, 2018 00:06 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 13.8321 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041347 · doc4.xml · nonDerivative · entry 5 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,231.357 F5 · shares: These shares were granted in the form of Performance Share Units ("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 |
| June 29, 2018 Filed Jul 4, 2018 00:06 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.5969 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041347 · doc4.xml · nonDerivative · entry 4 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,217.5249 F4 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 3,006 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 29, 2018 Filed Jul 4, 2018 00:06 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 20.8686 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041347 · doc4.xml · nonDerivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,210.928 F3 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 9,326 PSUs granted to the reporting person on May 16, 2016, 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 29, 2018 Filed Jul 4, 2018 00:06 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.4087 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041347 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,190.0594 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 2,921 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 |
| June 29, 2018 Filed Jul 4, 2018 00:06 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 30.7605 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041347 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,183.6507 F1 · shares: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the cash dividend paid on June 29, 2018 to stockholders of record as of June 15, 2018 (the "Dividend"), with respect to 16,517 MSUs granted to the reporting person on May 12, 2015, and adjusted for vesting on May 12, 2018 and previously declared and paid cash dividends. These MSUs will be payable concurrently with the underlying MSUs. Read SEC document |
| May 16, 2018 Filed May 19, 2018 00:13 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 636.2899 | $73.79 | $46,951.83 |
DisclosureSEC source: 0001209191-18-031610 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,152.8902 F1 · kind: 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 12, 2018 Filed May 16, 2018 00:16 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 471.8636 | $73.99 | $34,913.19 |
DisclosureSEC source: 0001209191-18-030356 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,789.1801 F2 · kind: Shares were forfeited in connection with the vesting of market share units granted to the reporting person on May 12, 2015. Read SEC document |
| May 12, 2018 Filed May 16, 2018 00:16 UTC | EnerSys ENS · Entity 3750 | Disposition to issuerCommon Stock | 2,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-030356 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,261.0437 F1 · kind: Represents excess shares previously reported in connection with market share units originally granted to the reporting person on May 12, 2015. Upon vesting, the market share units achieved a payout factor of 0.85. Read SEC document |
| May 09, 2018 Filed May 11, 2018 20:34 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 435 | $73.96 | $32,172.60 |
DisclosureSEC source: 0001209191-18-029577 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,818.0437 F1 · date: 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 30, 2018 Filed Apr 3, 2018 20:41 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 15.2227 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023037 · doc4.xml · nonDerivative · entry 5 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,253.0437 F5 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 6,242 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 30, 2018 Filed Apr 3, 2018 20:41 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.6794 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023037 · doc4.xml · nonDerivative · entry 4 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,237.821 F4 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 3,969 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 30, 2018 Filed Apr 3, 2018 20:41 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 22.9665 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023037 · doc4.xml · nonDerivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,228.1416 F3 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 9,326 PSUs granted to the reporting person on May 16, 2016, 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 30, 2018 Filed Apr 3, 2018 20:41 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.5819 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023037 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,205.1751 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 5,729 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 30, 2018 Filed Apr 3, 2018 20:41 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 41.1675 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023037 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,194.5932 F1 · shares: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the cash dividend paid on March 30, 2018 to stockholders of record as of March 16, 2018 (the "Dividend"), with respect to 16,517 unvested MSUs granted to the reporting person on May 12, 2015, and adjusted for previously declared and paid cash dividends. These MSUs will vest and are payable concurrent with the underlying MSUs. Read SEC document |
| December 29, 2017 Filed Jan 4, 2018 00:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 16.0077 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001489 · doc4.xml · nonDerivative · entry 5 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,153.4257 F5 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 6,242 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 |
| December 29, 2017 Filed Jan 4, 2018 00:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.1785 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001489 · doc4.xml · nonDerivative · entry 4 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,137.4181 F4 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 3,969 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 29, 2017 Filed Jan 4, 2018 00:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 24.1509 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001489 · doc4.xml · nonDerivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,127.2395 F3 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 9,326 PSUs granted to the reporting person on May 16, 2016, 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 29, 2017 Filed Jan 4, 2018 00:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 11.1276 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001489 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,103.0887 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 5,729 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 |
| December 29, 2017 Filed Jan 4, 2018 00:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 43.2904 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001489 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,091.9611 F1 · shares: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the cash dividend paid on December 29, 2017 to stockholders of record as of December 15, 2017 (the "Dividend"), with respect to 16,517 unvested MSUs granted to the reporting person on May 12, 2015, and adjusted for previously declared and paid cash dividends. These MSUs will vest and are payable concurrent with the underlying MSUs. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:51 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 16.0557 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055198 · doc4.xml · nonDerivative · entry 5 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,048.6707 F5 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 6,242 PSUs granted to the reporting person on May 9, 2017, and adjusted for a previously declared and paid cash dividend. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:51 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.209 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055198 · doc4.xml · nonDerivative · entry 4 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,032.6151 F4 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 3,969 RSUs granted to the reporting person on May 9, 2017, 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 |
| September 29, 2017 Filed Oct 3, 2017 20:51 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 24.2233 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055198 · doc4.xml · nonDerivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,022.406 F3 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 9,326 PSUs granted to the reporting person on May 16, 2016, 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 29, 2017 Filed Oct 3, 2017 20:51 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 11.161 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055198 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,998.1828 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 5,729 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 |
| September 29, 2017 Filed Oct 3, 2017 20:51 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 43.4202 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055198 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,987.0218 F1 · shares: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the cash dividend paid on September 30, 2017 to stockholders of record as of September 15, 2017 (the "Dividend"), with respect to 16,517 unvested MSUs granted to the reporting person on May 12, 2015, and adjusted for previously declared and paid cash dividends. These MSUs will vest and are payable concurrent with the underlying MSUs. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:13 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 14.1993 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043630 · doc4.xml · nonDerivative · entry 5 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,943.6016 F5 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 6,242 PSUs granted to the reporting person on May 9, 2017. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:13 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.0287 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043630 · doc4.xml · nonDerivative · entry 4 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,929.4023 F4 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 3,969 RSUs granted to the reporting person on May 9, 2017. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:13 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 21.4225 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043630 · doc4.xml · nonDerivative · entry 3 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,920.3737 F3 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 9,326 PSUs granted to the reporting person on May 16, 2016, 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 30, 2017 Filed Jul 5, 2017 22:13 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.8705 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043630 · doc4.xml · nonDerivative · entry 2 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,898.9511 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to ____ 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 |
| June 30, 2017 Filed Jul 5, 2017 22:13 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 38.3999 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043630 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,889.0806 F1 · shares: These shares were granted in the form of MSUs, in connection with the cash dividend paid on June 30, 2017 to stockholders of record as of June 16, 2017 (the "Dividend"), with respect to 16,517 unvested MSUs granted to the reporting person on May 12, 2015, and adjusted for previously declared and paid cash dividends. These MSUs will vest and are payable concurrent with the underlying MSUs. Read SEC document |
| May 16, 2017 Filed May 18, 2017 20:48 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 667 | $83.16 | $55,467.72 |
DisclosureSEC source: 0001209191-17-033615 · doc4.xml · nonDerivative · entry 1 Schmidtlein Michael J · CIK 0001345053 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,850.6807 F1 · date: Shares were withheld to pay taxes in connection with the vesting of restricted stock units granted to the reporting person on May 16, 2016. 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.