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 29, 2017 Filed Oct 3, 2017 20:49 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.292 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055193 · doc4.xml · nonDerivative · entry 1 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,679.6849 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on September 29, 2017 to stockholders of record as of September 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 |
| June 30, 2017 Filed Jul 5, 2017 22:11 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8.6056 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043620 · doc4.xml · nonDerivative · entry 8 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,677.3929 F9 · 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. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:11 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 5.4732 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043620 · doc4.xml · nonDerivative · entry 7 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,658.7874 F7 · 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 a previously declared and paid cash dividend. These PSUs will vest and are payable concurrent with the underlying PSUs. F8 · 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. These RSUs will vest and are 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 | 12.9831 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043620 · doc4.xml · nonDerivative · entry 6 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,653.3142 F7 · 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 a previously declared and paid cash dividend. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:11 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 5.9816 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043620 · doc4.xml · nonDerivative · entry 5 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,640.3311 F5 · 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. F6 · 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 |
| June 30, 2017 Filed Jul 5, 2017 22:11 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 25.4527 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043620 · doc4.xml · nonDerivative · entry 4 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,634.3495 F4 · shares: These shares were granted in the form of MSUs, in connection with the Dividend, with respect to 4,000 unvested MSUs granted to the reporting person on May 12, 2014, and adjusted for previously declared and paid cash dividends. These MSUs will vest and are payable concurrent with the underlying MSUs. F5 · 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 |
| June 30, 2017 Filed Jul 5, 2017 22:11 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.7898 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043620 · doc4.xml · nonDerivative · entry 3 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,608.8969 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 |
| June 30, 2017 Filed Jul 5, 2017 22:11 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.7523 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043620 · doc4.xml · nonDerivative · entry 2 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,608.107 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 30, 2017 Filed Jul 5, 2017 22:11 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.0267 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043620 · doc4.xml · nonDerivative · entry 1 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,606.3548 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), 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 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 31, 2017 Filed Jun 1, 2017 20:46 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 226 | $83.17 | $18,796.42 |
DisclosureSEC source: 0001209191-17-036819 · doc4.xml · nonDerivative · entry 1 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,604.3281 F1 · date: Shares were withheld to pay taxes in connection with the vesting of restricted stock units granted to the reporting person on May 31, 2013. Read SEC document |
| May 16, 2017 Filed May 18, 2017 20:47 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 404 | $83.16 | $33,596.64 |
DisclosureSEC source: 0001209191-17-033611 · doc4.xml · nonDerivative · entry 1 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,830.3281 F1 · date: Shares were withheld to pay taxes in connection with the vesting of restricted stock units granted to the reporting person on May 16, 2016. Read SEC document |
| May 12, 2017 Filed May 16, 2017 21:06 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 161 | $83.41 | $13,429.01 |
DisclosureSEC source: 0001209191-17-032774 · doc4.xml · nonDerivative · entry 3 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,234.3281 F3 · 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 12, 2017 Filed May 16, 2017 21:06 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 1,766 | $83.41 | $147,302.06 |
DisclosureSEC source: 0001209191-17-032774 · doc4.xml · nonDerivative · entry 2 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,395.3281 F2 · kind: Shares were forfeited in connection with the vesting of market share units granted to the reporting person on May 12, 2014. Read SEC document |
| May 12, 2017 Filed May 16, 2017 21:06 UTC | EnerSys ENS · Entity 3750 | Disposition to issuerCommon Stock | 289 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-032774 · doc4.xml · nonDerivative · entry 1 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,161.3281 F1 · kind: Represents excess shares previously reported in connection with market share units originally granted to the reporting person on May 14, 2014. Upon vesting, the market share units achieved a payout factor of 0.93. Read SEC document |
| May 09, 2017 Filed May 12, 2017 20:26 UTC | EnerSys ENS · Entity 3750 | GrantStock Options · Derivative | 8,258 | $0.00 Strike: $83.14 | $0.00 |
DisclosureSEC source: 0001209191-17-031954 · doc4.xml · derivative · entry 5 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,258 Underlying: Common Stock · 8,258 shares Expires 2027-05-09 F2 · date: This grant was made after markets had closed. F4 · derivative.exercise_date: The options vest in three equal annual installments beginning on May 9, 2018, subject to acceleration or forfeiture in certain specified circumstances. Read SEC document |
| May 09, 2017 Filed May 12, 2017 20:26 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-031954 · doc4.xml · nonDerivative · entry 2 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,450.3281 F3 · security: These shares were granted as restricted stock units that vest twenty-five percent on each of May 9, 2018, May 9, 2019, May 9, 2020, and May 9, 2021, subject to acceleration or forfeiture in certain specified circumstances. F2 · date: This grant was made after markets had closed. Read SEC document |
| May 09, 2017 Filed May 12, 2017 20:26 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-031954 · doc4.xml · nonDerivative · entry 1 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,044.3281 F1 · security: These shares were granted as performance share units and vest one hundred percent on May 9, 2020, 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 |
| March 31, 2017 Filed Apr 4, 2017 21:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 12.8173 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025032 · doc4.xml · nonDerivative · entry 8 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,261.3281 F8 · 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 a previously declared and paid cash dividend. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.8736 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025032 · doc4.xml · nonDerivative · entry 7 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,248.5108 F7 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,472 unvested RSUs granted to the reporting person on May 16, 2016, 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 |
| March 31, 2017 Filed Apr 4, 2017 21:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 25.1277 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025032 · doc4.xml · nonDerivative · entry 6 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,240.6372 F6 · 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 31, 2017 Filed Apr 4, 2017 21:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.2825 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025032 · doc4.xml · nonDerivative · entry 5 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,215.5095 F5 · shares: These shares were granted in the form of MSUs, in connection with the Dividend, with respect to 4,000 unvested MSUs granted to the reporting person on May 12, 2014, and adjusted for previously declared and paid cash dividends. These MSUs will vest and are payable concurrent with the underlying MSUs. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.5595 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025032 · doc4.xml · nonDerivative · entry 4 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,206.227 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 672 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 31, 2017 Filed Apr 4, 2017 21:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.0999 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025032 · doc4.xml · nonDerivative · entry 3 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,204.6676 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 470 unvested RSUs granted to the reporting person on May 31, 2013, 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 31, 2017 Filed Apr 4, 2017 21:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.7299 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025032 · doc4.xml · nonDerivative · entry 2 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,203.5677 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 31, 2017 Filed Apr 4, 2017 21:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.0009 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025032 · doc4.xml · nonDerivative · entry 1 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,201.8377 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), 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 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 30, 2016 Filed Jan 4, 2017 21:18 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 12.8115 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000863 · doc4.xml · nonDerivative · entry 8 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,199.8369 F8 · 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 a previously declared and paid cash dividend. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:18 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.8701 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000863 · doc4.xml · nonDerivative · entry 7 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,187.0253 F7 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,472 unvested RSUs granted to the reporting person on May 16, 2016, and adjusted for a previously declared and paid cash dividend. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:18 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 25.1164 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000863 · doc4.xml · nonDerivative · entry 6 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,179.1553 F6 · 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 30, 2016 Filed Jan 4, 2017 21:18 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.2783 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000863 · doc4.xml · nonDerivative · entry 5 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,154.0389 F5 · shares: These shares were granted in the form of MSUs, in connection with the Dividend, with respect to 4,000 unvested MSUs granted to the reporting person on May 12, 2014, and adjusted for previously declared and paid cash dividends. These MSUs will vest and are payable concurrent with the underlying MSUs. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:18 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.5588 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000863 · doc4.xml · nonDerivative · entry 4 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,144.7606 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 672 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 30, 2016 Filed Jan 4, 2017 21:18 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.0994 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000863 · doc4.xml · nonDerivative · entry 3 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,143.2018 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 470 unvested RSUs granted to the reporting person on May 31, 2013, 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 30, 2016 Filed Jan 4, 2017 21:18 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.7292 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000863 · doc4.xml · nonDerivative · entry 2 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,142.1024 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 30, 2016 Filed Jan 4, 2017 21:18 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000863 · doc4.xml · nonDerivative · entry 1 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,140.3732 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), 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 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 |
| November 25, 2016 Filed Nov 28, 2016 21:17 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 2,500 | $78.98 | $197,450.00 |
DisclosureSEC source: 0001209191-16-152179 · doc4.xml · nonDerivative · entry 2 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,138.3732 F2 · price: This transaction was executed in multiple trades at prices ranging from $78.90 to $79.05. 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 |
| November 23, 2016 Filed Nov 28, 2016 21:17 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 2,500 | $78.67 | $196,675.00 |
DisclosureSEC source: 0001209191-16-152179 · doc4.xml · nonDerivative · entry 1 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,638.3732 F1 · price: This transaction was executed in multiple trades at prices ranging from $78.56 to $78.75. 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 |
| September 30, 2016 Filed Oct 4, 2016 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 14.5037 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144218 · doc4.xml · nonDerivative · entry 8 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,138.3732 F8 · 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 a previously declared and paid cash dividend. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8.9096 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144218 · doc4.xml · nonDerivative · entry 7 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,123.8695 F7 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,472 unvested RSUs granted to the reporting person on May 16, 2016, 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 30, 2016 Filed Oct 4, 2016 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 28.4338 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144218 · doc4.xml · nonDerivative · entry 6 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,114.9599 F6 · 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 30, 2016 Filed Oct 4, 2016 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.5039 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144218 · doc4.xml · nonDerivative · entry 5 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,086.5261 F5 · shares: These shares were granted in the form of MSUs, in connection with the Dividend, with respect to 4,000 unvested MSUs granted to the reporting person on May 12, 2014, and adjusted for previously declared and paid cash dividends. These MSUs will vest and are payable concurrent with the underlying MSUs. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.7647 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144218 · doc4.xml · nonDerivative · entry 4 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,076.0222 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 672 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 30, 2016 Filed Oct 4, 2016 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.2446 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144218 · doc4.xml · nonDerivative · entry 3 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,074.2575 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 470 unvested RSUs granted to the reporting person on May 31, 2013, 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 30, 2016 Filed Oct 4, 2016 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.9576 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144218 · doc4.xml · nonDerivative · entry 2 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,073.0129 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 |
| September 30, 2016 Filed Oct 4, 2016 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.2642 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144218 · doc4.xml · nonDerivative · entry 1 Long Jeffrey W. · CIK 0001635909 · President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,071.0553 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on September 30, 2016 to stockholders of record as of September 16, 2016 (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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.