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 |
|---|---|---|---|---|---|---|
| October 11, 2016 Filed Oct 13, 2016 20:30 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 120 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-145805 · doc4.xml · nonDerivative · entry 2 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,710.0983 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 11, 2017, April 11, 2017, July 11, 2017, and October 11, 2017. 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 720 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 11, 2016 Filed Oct 13, 2016 20:30 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 600 | $67.34 | $40,404.00 |
DisclosureSEC source: 0001209191-16-145805 · doc4.xml · nonDerivative · entry 1 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,590.0983 F1 · shares: In lieu of receiving cash fees, the reporting person received 600 stock units, which immediately vested, in the EnerSys Voluntary Deferred Compensation Plan for Non-Employee Directors (the "Plan"). Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.172 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144212 · doc4.xml · nonDerivative · entry 6 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,990.0983 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 68 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 |
| September 30, 2016 Filed Oct 4, 2016 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.1446 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144212 · doc4.xml · nonDerivative · entry 5 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,989.9263 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 57.1687 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 |
| September 30, 2016 Filed Oct 4, 2016 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0993 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144212 · doc4.xml · nonDerivative · entry 4 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,989.7817 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 39.2386 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 |
| September 30, 2016 Filed Oct 4, 2016 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0434 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144212 · doc4.xml · nonDerivative · entry 3 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,989.6824 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 17.1563 unvested RSUs granted to the reporting person on October 6, 2015, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 77.133 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144212 · doc4.xml · nonDerivative · entry 2 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,989.639 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 30,496.1669 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 30, 2016 Filed Oct 4, 2016 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 44.0343 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144212 · doc4.xml · nonDerivative · entry 1 LEHMAN JOHN F · CIK 0001211966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,912.506 F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), in connection with the cash dividend paid on June 24, 2016 to stockholders of record as of June 10, 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.