Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EnerSysENS · Entity 3750 | President, Americas | September 28, 2018 | October 02, 2018 |
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 September 28, 2018 · Filed October 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,908.9789 |
Reported balance
After 2018-09-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-09-28 · Grant · Acquired 1.8611 · Balance 58,908.9789 F1: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on September 28, 2018 to stockholders of record as of September 14, 2018 (the "Dividend"), with respect to an aggregate of 855 vested RSUs granted to the reporting person on various dates under the EnerSys Voluntary Deferred Compensation Plan for Executives (the "Plan"), and adjusted for previously declared and paid cash dividends. These RSUs are vested and payable concurrent with the underlying RSUs. F2: 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. |
| Common StockSEC Table I · non-derivative | Direct | 58,910.588 |
Reported balance
After 2018-09-28 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-09-28 · Grant · Acquired 1.6091 · Balance 58,910.588 F3: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the Dividend, with respect to 390 vested MSUs granted to the reporting person under the Plan on May 12, 2012, and as adjusted for previously declared and paid cash dividends. These MSUs are payable concurrent with the underlying MSUs. |
| Common StockSEC Table I · non-derivative | Direct | 58,929.9824 |
Reported balance
After 2018-09-28 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2018-09-28 · Grant · Acquired 19.3944 · Balance 58,929.9824 F4: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the Dividend, with respect to 10,948 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. |
| Common StockSEC Table I · non-derivative | Direct | 58,933.6433 |
Reported balance
After 2018-09-28 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2018-09-28 · Grant · Acquired 3.6609 · Balance 58,933.6433 F5: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 1,736 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. |
| Common StockSEC Table I · non-derivative | Direct | 58,945.5622 |
Reported balance
After 2018-09-28 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2018-09-28 · Grant · Acquired 11.9189 · Balance 58,945.5622 F6: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 5,652 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. |
| Common StockSEC Table I · non-derivative | Direct | 58,949.3296 |
Reported balance
After 2018-09-28 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2018-09-28 · Grant · Acquired 3.7674 · Balance 58,949.3296 F7: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 1,804 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. |
| Common StockSEC Table I · non-derivative | Direct | 58,957.2298 |
Reported balance
After 2018-09-28 transaction · row 7
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 7 · 2018-09-28 · Grant · Acquired 7.9002 · Balance 58,957.2298 F8: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 3,783 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. |
| Common StockSEC Table I · non-derivative | Direct | 58,962.7206 |
Reported balance
After 2018-09-28 transaction · row 8
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 8 · 2018-09-28 · Grant · Acquired 5.4908 · Balance 58,962.7206 F9: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 2,661 RSUs granted to the reporting person on August 13, 2018. These RSUs will vest and are payable concurrent with the underlying RSUs. |
| Common StockSEC Table I · non-derivative | Direct | 58,967.5057 |
Reported balance
After 2018-09-28 transaction · row 9
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 9 · 2018-09-28 · Grant · Acquired 4.7851 · Balance 58,967.5057 F10: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 2,319 PSUs granted to the reporting person on August 13, 2018. These PSUs will vest and are payable concurrent with the underlying PSUs. |
| Common StockSEC Table I · non-derivative | Direct | 58,973.533 |
Reported balance
After 2018-09-28 transaction · row 10
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 10 · 2018-09-28 · Grant · Acquired 6.0273 · Balance 58,973.533 F11: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 2,921 PSUs granted to the reporting person on August 13, 2018. These PSUs will vest and are payable concurrent with the underlying PSUs. |
| Common StockSEC Table I · non-derivative | IndirectBy adult son | 500 |
Reported balance
Holding disclosure · report date 2018-09-28 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 500 |
| Common StockSEC Table I · non-derivative | IndirectBy adult son | 500 |
Reported balance
Holding disclosure · report date 2018-09-28 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 500 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on September 28, 2018 to stockholders of record as of September 14, 2018 (the "Dividend"), with respect to an aggregate of 855 vested RSUs granted to the reporting person on various dates under the EnerSys Voluntary Deferred Compensation Plan for Executives (the "Plan"), and adjusted for previously declared and paid cash dividends. These RSUs are vested and payable concurrent with the underlying RSUs.
F2: 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.
F3: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the Dividend, with respect to 390 vested MSUs granted to the reporting person under the Plan on May 12, 2012, and as adjusted for previously declared and paid cash dividends. These MSUs are payable concurrent with the underlying MSUs.
F4: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the Dividend, with respect to 10,948 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.
F5: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 1,736 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.
F6: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 5,652 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.
F7: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 1,804 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.
F8: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 3,783 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.
F9: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 2,661 RSUs granted to the reporting person on August 13, 2018. These RSUs will vest and are payable concurrent with the underlying RSUs.
F10: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 2,319 PSUs granted to the reporting person on August 13, 2018. These PSUs will vest and are payable concurrent with the underlying PSUs.
F11: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 2,921 PSUs granted to the reporting person on August 13, 2018. These PSUs will vest and are payable concurrent with the underlying PSUs.
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 |
|---|---|---|---|---|---|---|
| September 28, 2018 Filed Oct 2, 2018 20:36 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.0273 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053189 · doc4.xml · nonDerivative · entry 10 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,973.533 F11 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 2,921 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 20:36 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4.7851 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053189 · doc4.xml · nonDerivative · entry 9 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,967.5057 F10 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 2,319 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 20:36 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 5.4908 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053189 · doc4.xml · nonDerivative · entry 8 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,962.7206 F9 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 2,661 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 20:36 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.9002 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053189 · doc4.xml · nonDerivative · entry 7 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,957.2298 F8 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 3,783 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 20:36 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3.7674 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053189 · doc4.xml · nonDerivative · entry 6 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,949.3296 F7 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 1,804 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 20:36 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 11.9189 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053189 · doc4.xml · nonDerivative · entry 5 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,945.5622 F6 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 5,652 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 20:36 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3.6609 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053189 · doc4.xml · nonDerivative · entry 4 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,933.6433 F5 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 1,736 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 20:36 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 19.3944 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053189 · doc4.xml · nonDerivative · entry 3 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,929.9824 F4 · shares: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the Dividend, with respect to 10,948 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 |
| September 28, 2018 Filed Oct 2, 2018 20:36 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.6091 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053189 · doc4.xml · nonDerivative · entry 2 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,910.588 F3 · shares: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the Dividend, with respect to 390 vested MSUs granted to the reporting person under the Plan on May 12, 2012, and as adjusted for previously declared and paid cash dividends. These MSUs are payable concurrent with the underlying MSUs. Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 20:36 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.8611 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053189 · doc4.xml · nonDerivative · entry 1 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,908.9789 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on September 28, 2018 to stockholders of record as of September 14, 2018 (the "Dividend"), with respect to an aggregate of 855 vested RSUs granted to the reporting person on various dates under the EnerSys Voluntary Deferred Compensation Plan for Executives (the "Plan"), and adjusted for previously declared and paid cash dividends. These RSUs are vested and payable concurrent with the underlying RSUs. 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 21, 2018 Filed Aug 23, 2018 20:24 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 2,500 | $80.58 | $201,450.00 |
DisclosureSEC source: 0001209191-18-048170 · doc4.xml · nonDerivative · entry 1 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,867.5137 F1 · price: This transaction was executed in multiple trades at prices ranging from $80.40 to $80.74. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were effected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. Read SEC document |
| August 13, 2018 Filed Aug 16, 2018 21:31 UTC | EnerSys ENS · Entity 3750 | GrantStock Options · Derivative | 9,403 | $0.00 Strike: $75.17 | $0.00 |
DisclosureSEC source: 0001209191-18-047137 · doc4.xml · derivative · entry 6 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,403 Underlying: Common Stock · 9,403 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 21:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2,921 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-047137 · doc4.xml · nonDerivative · entry 3 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,367.5137 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 21:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-047137 · doc4.xml · nonDerivative · entry 2 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,446.5137 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 21:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-047137 · doc4.xml · nonDerivative · entry 1 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,118.5137 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 00:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8.383 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041345 · doc4.xml · nonDerivative · entry 7 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,457.5137 F7 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 3,783 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 00:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3.9976 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041345 · doc4.xml · nonDerivative · entry 6 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,449.1307 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 1,822 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 00:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 12.6474 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041345 · doc4.xml · nonDerivative · entry 5 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,445.1331 F5 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 5,652 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 00:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3.8846 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041345 · doc4.xml · nonDerivative · entry 4 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,432.4857 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 1,770 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 00:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 20.4931 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041345 · doc4.xml · nonDerivative · entry 3 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,428.6011 F3 · shares: These shares were granted in the form of MSUs, with respect to 10,948 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 |
| June 29, 2018 Filed Jul 4, 2018 00:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.7072 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041345 · doc4.xml · nonDerivative · entry 2 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,408.108 F2 · shares: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the Dividend, with respect to 390 vested MSUs granted to the reporting person under the Plan on May 25, 2012, and as adjusted for previously declared and paid cash dividends. These MSUs are payable concurrent with the underlying MSUs. Read SEC document |
| June 29, 2018 Filed Jul 4, 2018 00:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.9746 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041345 · doc4.xml · nonDerivative · entry 1 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,406.4008 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), 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 an aggregate of 855 vested RSUs granted to the reporting person on various dates under the EnerSys Voluntary Deferred Compensation Plan for Executives (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 |
| May 16, 2018 Filed May 19, 2018 00:12 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 253.1358 | $73.79 | $18,678.89 |
DisclosureSEC source: 0001209191-18-031609 · doc4.xml · nonDerivative · entry 1 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,404.4262 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 00:15 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 265.2164 | $73.99 | $19,623.36 |
DisclosureSEC source: 0001209191-18-030354 · doc4.xml · nonDerivative · entry 3 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,657.562 F3 · 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 00:15 UTC | EnerSys ENS · Entity 3750 | Disposition to issuerCommon Stock | 1,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-030354 · doc4.xml · nonDerivative · entry 2 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,922.7784 F2 · 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 12, 2018 Filed May 16, 2018 00:15 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 100.6323 | $73.99 | $7,445.78 |
DisclosureSEC source: 0001209191-18-030354 · doc4.xml · nonDerivative · entry 1 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,617.7784 F1 · kind: Shares were forfeited in connection with the vesting of restricted stock units granted to the reporting person on May 12, 2014. Read SEC document |
| May 09, 2018 Filed May 11, 2018 20:33 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 169 | $73.96 | $12,499.24 |
DisclosureSEC source: 0001209191-18-029576 · doc4.xml · nonDerivative · entry 1 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,718.4107 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 20:40 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.2258 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023024 · doc4.xml · nonDerivative · entry 8 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,887.4107 F8 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 3,783 unvested PSUs granted to the reporting person on May 9, 2017, and adjusted for previously declared and paid cash dividends. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 20:40 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 5.8676 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023024 · doc4.xml · nonDerivative · entry 7 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,878.1849 F7 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,406 unvested RSUs granted to the reporting person on May 9, 2017, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 20:40 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 13.9188 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023024 · doc4.xml · nonDerivative · entry 6 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,872.3172 F6 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 5,652 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 20:40 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.4127 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023024 · doc4.xml · nonDerivative · entry 5 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,858.3984 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,604 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 20:40 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 27.2871 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023024 · doc4.xml · nonDerivative · entry 4 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,851.9857 F4 · shares: These shares were granted in the form of MSUs, in connection with the Dividend, with respect to 10,948 unvested MSUs granted to the reporting person on May 12, 2015, and adjusted for previously declared and paid cash dividend. These MSUs will vest and are payable concurrent with the underlying MSUs. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 20:40 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.8467 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023024 · doc4.xml · nonDerivative · entry 3 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,824.6986 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 336 unvested RSUs granted to the reporting person on May 12, 2014, 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 20:40 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.8787 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023024 · doc4.xml · nonDerivative · entry 2 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,823.8519 F2 · shares: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the Dividend, with respect to 390 vested MSUs granted to the reporting person under the Plan on May 25, 2012, and as adjusted for previously declared and paid cash dividends. These MSUs are payable concurrent with the underlying MSUs. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 20:40 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.1729 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023024 · doc4.xml · nonDerivative · entry 1 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,821.9732 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), 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 an aggregate of 855 vested RSUs granted to the reporting person on various dates under the EnerSys Voluntary Deferred Compensation Plan for Executives (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 00:27 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.7015 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001471 · doc4.xml · nonDerivative · entry 8 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,819.8003 F8 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 3,783 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 |
| December 29, 2017 Filed Jan 4, 2018 00:27 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.1702 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001471 · doc4.xml · nonDerivative · entry 7 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,810.0988 F7 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,406 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 29, 2017 Filed Jan 4, 2018 00:27 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 14.6366 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001471 · doc4.xml · nonDerivative · entry 6 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,803.9286 F6 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 5,652 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 00:27 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.7434 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001471 · doc4.xml · nonDerivative · entry 5 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,789.292 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,604 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 00:27 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 28.6943 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001471 · doc4.xml · nonDerivative · entry 4 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,782.5486 F4 · shares: These shares were granted in the form of MSUs, in connection with the Dividend, with respect to 10,948 unvested MSUs granted to the reporting person on May 12, 2015, and adjusted for previously declared and paid cash dividend. These MSUs will vest and are payable concurrent with the underlying MSUs. Read SEC document |
| December 29, 2017 Filed Jan 4, 2018 00:27 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.8904 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001471 · doc4.xml · nonDerivative · entry 3 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,753.8544 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 336 unvested RSUs granted to the reporting person on May 12, 2014, 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 00:27 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.9756 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001471 · doc4.xml · nonDerivative · entry 2 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,752.964 F2 · shares: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the Dividend, with respect to 390 vested MSUs granted to the reporting person under the Plan on May 25, 2012, and as adjusted for previously declared and paid cash dividends. These MSUs are payable concurrent with the underlying MSUs. Read SEC document |
| December 29, 2017 Filed Jan 4, 2018 00:27 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.285 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001471 · doc4.xml · nonDerivative · entry 1 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,750.9883 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), 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 an aggregate of 855 vested RSUs granted to the reporting person on various dates under the EnerSys Voluntary Deferred Compensation Plan for Executives (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 | 9.7306 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055193 · doc4.xml · nonDerivative · entry 8 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,748.7033 F8 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 3,783 unvested 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 20:49 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.1887 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055193 · doc4.xml · nonDerivative · entry 7 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,738.9726 F7 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,406 unvested 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 20:49 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 14.6805 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055193 · doc4.xml · nonDerivative · entry 6 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,732.7839 F6 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 5,652 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 20:49 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.7636 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055193 · doc4.xml · nonDerivative · entry 5 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,718.1035 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,604 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 20:49 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 28.7803 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055193 · doc4.xml · nonDerivative · entry 4 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,711.3399 F4 · shares: These shares were granted in the form of MSUs, in connection with the Dividend, with respect to 10,948 unvested MSUs granted to the reporting person on May 12, 2015, and adjusted for previously declared and paid cash dividend. These MSUs will vest and are payable concurrent with the underlying MSUs. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:49 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.8931 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055193 · doc4.xml · nonDerivative · entry 3 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,682.5596 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 336 unvested RSUs granted to the reporting person on May 12, 2014, 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 20:49 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.9816 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055193 · doc4.xml · nonDerivative · entry 2 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,681.6665 F2 · shares: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the Dividend, with respect to 390 vested MSUs granted to the reporting person under the Plan on May 25, 2012, and as adjusted for previously declared and paid cash dividends. These MSUs are payable concurrent with the underlying MSUs. 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.