Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EnerSysENS · Entity 3750 | Director | July 15, 2020 | July 17, 2020 |
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 July 15, 2020 · Filed July 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,292.3877 |
Reported balance
After 2020-07-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-07-15 · Grant · Acquired 374 · Balance 73,292.3877 F1: In lieu of receiving cash fees, the reporting person received 374 stock units, which immediately vested, in the EnerSys Voluntary Deferred Compensation Plan for Non-Employee Directors (the "Plan"). |
| Common StockSEC Table I · non-derivative | Direct | 73,367.3877 |
Reported balance
After 2020-07-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2020-07-15 · Grant · Acquired 75 · Balance 73,367.3877 F2: This amount reflects a matching stock unit contribution by EnerSys for the reporting person's account in the Plan. The matching stock unit contribution vests 25% on each of October 15, 2020, January 15, 2021, April 15, 2021, and July 15, 2021. Such vesting is subject to acceleration or cancellation upon the occurrence of certain events. F3: As a result of these transactions the reporting person has an additional 449 stock units in the Plan. Each of these stock units represents a right to receive one share of EnerSys common stock and is payable upon the reporting person's Termination, as defined in the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: In lieu of receiving cash fees, the reporting person received 374 stock units, which immediately vested, in the EnerSys Voluntary Deferred Compensation Plan for Non-Employee Directors (the "Plan").
F2: This amount reflects a matching stock unit contribution by EnerSys for the reporting person's account in the Plan. The matching stock unit contribution vests 25% on each of October 15, 2020, January 15, 2021, April 15, 2021, and July 15, 2021. Such vesting is subject to acceleration or cancellation upon the occurrence of certain events.
F3: As a result of these transactions the reporting person has an additional 449 stock units in the Plan. Each of these stock units represents a right to receive one share of EnerSys common stock and is payable upon the reporting person's Termination, as defined in the Plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Verisk Analytics, Inc.
Report date May 15, 2019 · Filed May 15, 2019
Section 16 reporting ended · disclosed 2019-05-15. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| January 16, 2018 Filed Jan 18, 2018 21:27 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 63 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004257 · doc4.xml · nonDerivative · entry 2 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,456.6081 F2 · shares: This amount reflects a matching stock unit contribution by EnerSys for the reporting person's account in the Plan. The matching stock unit contribution vests 25% on each of April 16, 2018, July 16, 2018, October 16, 2018, and January 16, 2019. Such vesting is subject to acceleration or cancellation upon the occurrence of certain events. F3 · balance_after: As a result of these transactions the reporting person has an additional 380 stock units in the Plan. Each of these stock units represents a right to receive one share of EnerSys common stock and is payable upon the reporting person's Termination, as defined in the Plan. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:27 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 317 | $75.76 | $24,015.92 |
DisclosureSEC source: 0001209191-18-004257 · doc4.xml · nonDerivative · entry 1 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,393.6081 F1 · shares: In lieu of receiving cash fees, the reporting person received 317 stock units, which immediately vested, in the EnerSys Voluntary Deferred Compensation Plan for Non-Employee Directors (the "Plan"). Read SEC document |
| December 29, 2017 Filed Jan 4, 2018 00:26 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.1609 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001468 · doc4.xml · nonDerivative · entry 6 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,076.6081 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 64 unvested RSUs granted to the reporting person on October 10, 2017, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 29, 2017 Filed Jan 4, 2018 00:26 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.1184 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001468 · doc4.xml · nonDerivative · entry 5 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,076.4472 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 47.1189 unvested RSUs granted to the reporting person on July 17, 2017, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 29, 2017 Filed Jan 4, 2018 00:26 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0732 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001468 · doc4.xml · nonDerivative · entry 4 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,076.3288 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 29.1436 unvested RSUs granted to the reporting person on April 11, 2017, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 29, 2017 Filed Jan 4, 2018 00:26 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.038 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001468 · doc4.xml · nonDerivative · entry 3 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,076.2556 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 15.1077 unvested RSUs granted to the reporting person on January 17, 2017, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 29, 2017 Filed Jan 4, 2018 00:26 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 83.1625 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001468 · doc4.xml · nonDerivative · entry 2 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,076.2176 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 33,089.1845 vested RSUs granted to the reporting person on various dates under the EnerSys Deferred Compensation Plan for Non-Employee Directors (the "Plan"), and adjusted for previously declared and paid cash dividends. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 29, 2017 Filed Jan 4, 2018 00:26 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 51.638 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001468 · doc4.xml · nonDerivative · entry 1 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,993.0551 F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), 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 19,924 vested DSUs granted to the reporting person on various dates, and adjusted for previously declared and paid cash dividends. These DSUs are vested and payable concurrent with the underlying DSUs. Read SEC document |
| December 15, 2017 Filed Dec 15, 2017 23:21 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 10,526 | $95.11 | $1,001,127.86 |
DisclosureSEC source: 0001209191-17-066053 · doc4.xml · nonDerivative · entry 1 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,656 F1 · price: This sale price is a weighted average sale price that represents the sale of these shares of Common Stock at prices ranging from $94.86 to $95.54, inclusive. The reporting person undertakes to provide upon request by the SEC staff, the Issuer or any security holder of the Issuer, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (1). Read SEC document |
| October 10, 2017 Filed Oct 12, 2017 20:42 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 64 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-056726 · doc4.xml · nonDerivative · entry 2 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,941.4171 F2 · shares: This amount reflects a matching stock unit contribution by EnerSys for the reporting person's account in the Plan. The matching stock unit contribution vests 25% on each of January 10, 2018, April 10, 2018, July 10, 2018, and October 10, 2018. Such vesting is subject to acceleration or cancellation upon the occurrence of certain events. F3 · balance_after: As a result of these transactions the reporting person has an additional 386 stock units in the Plan. Each of these stock units represents a right to receive one share of EnerSys common stock and is payable upon the reporting person's Termination, as defined in the Plan. Read SEC document |
| October 10, 2017 Filed Oct 12, 2017 20:42 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 322 | $68.50 | $22,057.00 |
DisclosureSEC source: 0001209191-17-056726 · doc4.xml · nonDerivative · entry 1 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,877.4171 F1 · shares: In lieu of receiving cash fees, the reporting person received 322 stock units, which immediately vested, in the EnerSys Voluntary Deferred Compensation Plan for Non-Employee Directors (the "Plan"). Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:49 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.1594 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055192 · doc4.xml · nonDerivative · entry 6 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,555.4171 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 63 unvested RSUs granted to the reporting person on July 17, 2017, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:49 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.1116 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055192 · doc4.xml · nonDerivative · entry 5 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,555.2577 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 44.1063 unvested RSUs granted to the reporting person on April 11, 2017, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:49 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0737 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055192 · doc4.xml · nonDerivative · entry 4 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,555.1461 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 29.1345 unvested RSUs granted to the reporting person on January 17, 2017, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:49 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0764 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055192 · doc4.xml · nonDerivative · entry 3 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,555.0724 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 30.2067 unvested RSUs granted to the reporting person on October 11, 2016, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:49 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 82.5012 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055192 · doc4.xml · nonDerivative · entry 2 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,554.996 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 32,609.1850 vested RSUs granted to the reporting person on various dates under the EnerSys Deferred Compensation Plan for Non-Employee Directors (the "Plan"), and adjusted for previously declared and paid cash dividends. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:49 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 51.8502 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055192 · doc4.xml · nonDerivative · entry 1 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,472.4948 F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), in connection with the cash dividend paid on September 29, 2017 to stockholders of record as of September 15, 2017 (he "Dividend"), with respect to 19,924 vested DSUs granted to the reporting person on various dates, and adjusted for previously declared and paid cash dividends. These DSUs are vested and payable concurrent with the underlying DSUs. Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 20:13 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-049181 · doc4.xml · nonDerivative · entry 1 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,420.6446 F1 · security: These shares were granted as deferred stock units and vest upon grant. These deferred stock units are payable six months following a termination of service as a director of the Company, with the right of the Company to clawback the value of the deferred stock unit within one year following a termination of service upon the occurrence of certain events. Read SEC document |
| July 17, 2017 Filed Jul 19, 2017 20:09 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 63 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-045667 · doc4.xml · nonDerivative · entry 2 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,500.6446 F2 · shares: This amount reflects a matching stock unit contribution by EnerSys for the reporting person's account in the Plan. The matching stock unit contribution vests 25% on each of October 17, 2017, January 17, 2018, April 17, 2018, and July 17, 2018. Such vesting is subject to acceleration or cancellation upon the occurrence of certain events. F3 · balance_after: As a result of these transactions the reporting person has an additional 377 stock units in the Plan. Each of these stock units represents a right to receive one share of EnerSys common stock and is payable upon the reporting person's Termination, as defined in the Plan. Read SEC document |
| July 17, 2017 Filed Jul 19, 2017 20:09 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 314 | $72.41 | $22,736.74 |
DisclosureSEC source: 0001209191-17-045667 · doc4.xml · nonDerivative · entry 1 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,437.6446 F1 · shares: In lieu of receiving cash fees, the reporting person received 314 stock units, which immediately vested, in the EnerSys Voluntary Deferred Compensation Plan for Non-Employee Directors (the "Plan"). Read SEC document |
| July 01, 2017 Filed Jul 10, 2017 22:35 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantStock Option · Derivative | 6,455 | $0.00 Strike: $84.37 | $0.00 |
DisclosureSEC source: 0001209191-17-044674 · doc4.xml · derivative · entry 7 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,455 Underlying: Common Stock · 6,455 shares Expires 2027-07-01 F8 · security: The reporting person elected to receive the reported stock options under the Issuer's 2013 Equity Incentive Plan as part of his annual retainer. Read SEC document |
| July 01, 2017 Filed Jul 10, 2017 22:35 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantStock Option · Derivative | 4,256 | $0.00 Strike: $84.37 | $0.00 |
DisclosureSEC source: 0001209191-17-044674 · doc4.xml · derivative · entry 6 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,256 Underlying: Common Stock · 4,256 shares Expires 2027-07-01 F6 · security: The reporting person was awarded the reported stock options under the Issuer's 2013 Equity Incentive Plan. These stock options vest monthly ratably over a period of 12 months from the grant date. F7 · derivative.exercise_date: Exercisable upon the earlier of (i) the first anniversary of the grant date or (ii) the end of the reporting person's service to the Board of the Issuer. Read SEC document |
| July 01, 2017 Filed Jul 10, 2017 22:35 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 859 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-044674 · doc4.xml · nonDerivative · entry 1 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,182 F1 · security: These deferred stock units of Common Stock were granted under the Issuer's 2013 Equity Incentive Plan. Subject to the terms of the Issuer's 2013 Equity Incentive Plan and the applicable award agreement thereunder, these deferred stock units entitle the reporting person to 859 shares of Common Stock at the end of his service to the Board of the Issuer. These deferred stock units vest monthly ratably over of period of 12 months from the grant date. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:11 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.1425 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043618 · doc4.xml · nonDerivative · entry 6 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,123.6446 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 59 unvested RSUs granted to the reporting person on April 11, 2017, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:11 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.1065 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043618 · doc4.xml · nonDerivative · entry 5 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,123.502 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 44.0978 unvested RSUs granted to the reporting person on January 17, 2017, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:11 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.1456 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043618 · doc4.xml · nonDerivative · entry 4 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,123.3955 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 60.2678 unvested RSUs granted to the reporting person on October 11, 2016, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:11 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0414 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043618 · doc4.xml · nonDerivative · entry 3 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,123.25 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 17.1191 unvested RSUs granted to the reporting person on July 12, 2016, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:11 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 77.633 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043618 · doc4.xml · nonDerivative · entry 2 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,123.2086 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 32,140.0791 vested RSUs granted to the reporting person on various dates under the EnerSys Deferred Compensation Plan for Non-Employee Directors (the "Plan"), and adjusted for previously declared and paid cash dividends. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:11 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 42.3474 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043618 · doc4.xml · nonDerivative · entry 1 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,045.5756 F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), 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 17,004 unvested DSUs granted to the reporting person on various dates, and adjusted for previously declared and paid cash dividends. These DSUs are vested and payable concurrent with the underlying DSUs. Read SEC document |
| May 16, 2017 Filed May 17, 2017 21:48 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Exercise / conversionStock Option · Derivative | 26,050 | $0.00 Strike: $16.72 | $0.00 |
DisclosureSEC source: 0001209191-17-033308 · doc4.xml · derivative · entry 9 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,050 shares Expires 2017-07-01 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. F6 · security: Stock Options outstanding under the Issuer's 1996 Incentive Plan. F7 · derivative.exercise_date: Immediately. Read SEC document |
| May 16, 2017 Filed May 17, 2017 21:48 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Exercise / conversionStock Option · Derivative | 12,750 | $0.00 Strike: $16.72 | $0.00 |
DisclosureSEC source: 0001209191-17-033308 · doc4.xml · derivative · entry 8 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,750 shares Expires 2017-07-01 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. F6 · security: Stock Options outstanding under the Issuer's 1996 Incentive Plan. F7 · derivative.exercise_date: Immediately. Read SEC document |
| May 16, 2017 Filed May 17, 2017 21:48 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 8,247 | $78.72 | $649,203.84 |
DisclosureSEC source: 0001209191-17-033308 · doc4.xml · nonDerivative · entry 3 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,876 F1 · price: This sale price is a weighted average sale price that represents the sale of these shares of Common Stock at prices ranging from $78.61 to $78.86, inclusive. The reporting person undertakes to provide upon request by the SEC staff, the Issuer or any security holder of the Issuer, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (1). Read SEC document |
| May 16, 2017 Filed May 17, 2017 21:48 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Exercise / conversionCommon Stock | 26,050 | $16.72 | $435,556.00 |
DisclosureSEC source: 0001209191-17-033308 · doc4.xml · nonDerivative · entry 2 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,123 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 |
| May 16, 2017 Filed May 17, 2017 21:48 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Exercise / conversionCommon Stock | 12,750 | $16.72 | $213,180.00 |
DisclosureSEC source: 0001209191-17-033308 · doc4.xml · nonDerivative · entry 1 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,073 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 |
| April 11, 2017 Filed Apr 13, 2017 20:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 59 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-026867 · doc4.xml · nonDerivative · entry 2 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,003.2282 F2 · shares: This amount reflects a matching stock unit contribution by EnerSys for the reporting person's account in the Plan. The matching stock unit contribution vests 25% on each of July 11, 2017, October 11, 2017, January 11, 2018, and April 11, 2018. Such vesting is subject to acceleration or cancellation upon the occurrence of certain events. F3 · balance_after: As a result of these transactions the reporting person has an additional 352 stock units in the Plan. Each of these stock units represents a right to receive one share of EnerSys common stock and is payable upon the reporting person's Termination, as defined in the Plan. Read SEC document |
| April 11, 2017 Filed Apr 13, 2017 20:29 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 293 | $77.53 | $22,716.29 |
DisclosureSEC source: 0001209191-17-026867 · doc4.xml · nonDerivative · entry 1 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,944.2282 F1 · shares: In lieu of receiving cash fees, the reporting person received 293 stock units, which immediately vested, in the EnerSys Voluntary Deferred Compensation Plan for Non-Employee Directors (the "Plan"). Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.1308 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025026 · doc4.xml · nonDerivative · entry 6 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,651.2282 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 59 unvested RSUs granted to the reporting person on January 17, 2017, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.2 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025026 · doc4.xml · nonDerivative · entry 5 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,651.0974 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 90.2017 unvested RSUs granted to the reporting person on October 11, 2016, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0757 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025026 · doc4.xml · nonDerivative · entry 4 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,650.8975 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 34.1624 unvested RSUs granted to the reporting person on July 12, 2016, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0424 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025026 · doc4.xml · nonDerivative · entry 3 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,650.8217 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 19.1472 unvested RSUs granted to the reporting person on April 12, 2016, under the Plan, and adjusted for a previously declared and paid cash dividend. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 70.2646 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025026 · doc4.xml · nonDerivative · entry 2 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,650.7793 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 31,695.3387 vested RSUs granted to the reporting person on various dates under the EnerSys Deferred Compensation Plan for Non-Employee Directors (the "Plan"), and adjusted for previously declared and paid cash dividends. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 38.7798 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025026 · doc4.xml · nonDerivative · entry 1 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,580.5147 F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), in connection with the cash dividend paid on March 31, 2017 to stockholders of record as of March 31, 2017 (the "Dividend"), with respect to 17,004 unvested DSUs granted to the reporting person on various dates, and adjusted for previously declared and paid cash dividends. These DSUs are vested and payable concurrent with the underlying DSUs. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 21:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 59 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004482 · doc4.xml · nonDerivative · entry 2 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,541.7349 F2 · shares: This amount reflects a matching stock unit contribution by EnerSys for the reporting person's account in the Plan. The matching stock unit contribution vests 25% on each of April 17, 2017, July 17, 2017, October 17, 2017, and January 17, 2018. Such vesting is subject to acceleration or cancellation upon the occurrence of certain events. F3 · balance_after: As a result of these transactions the reporting person has an additional 352 stock units in the Plan. Each of these stock units represents a right to receive one share of EnerSys common stock and is payable upon the reporting person's Termination, as defined in the Plan. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 21:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 293 | $77.52 | $22,713.36 |
DisclosureSEC source: 0001209191-17-004482 · doc4.xml · nonDerivative · entry 1 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,482.7349 F1 · shares: In lieu of receiving cash fees, the reporting person received 293 stock units, which immediately vested, in the EnerSys Voluntary Deferred Compensation Plan for Non-Employee Directors (the "Plan"). Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:17 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.2689 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000860 · doc4.xml · nonDerivative · entry 6 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,189.7349 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 120 unvested RSUs granted to the reporting person on October 11, 2016, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:17 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.1146 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000860 · doc4.xml · nonDerivative · entry 5 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,819.466 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 51.1290 unvested RSUs granted to the reporting person on July 12, 2016, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:17 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0856 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000860 · doc4.xml · nonDerivative · entry 4 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,819.3514 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 38.2089 unvested RSUs granted to the reporting person on April 12, 2016, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:17 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0452 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000860 · doc4.xml · nonDerivative · entry 3 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,819.2658 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 20.1732 unvested RSUs granted to the reporting person on January 12, 2016, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:17 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 70.013 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000860 · doc4.xml · nonDerivative · entry 2 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,819.2206 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to an aggregate of 31,245.8116 vested RSUs granted to the reporting person on various dates under the EnerSys Deferred Compensation Plan for Non-Employee Directors (the "Plan"), and adjusted for previously declared and paid cash dividends. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:17 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 39.1093 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000860 · doc4.xml · nonDerivative · entry 1 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,749.2076 F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), in connection with the cash dividend paid on December 30, 2016 to stockholders of record as of December 16, 2016 (the "Dividend"), with respect to an aggregate of 17,004 vested DSUs granted to the reporting person on various dates, and adjusted for previously declared and paid cash dividends. These DSUs are vested and payable concurrent with the underlying DSUs. 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.