Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EnerSysENS · Entity 3750 | Director | October 02, 2026 | October 06, 2026 |
| FLOWSERVE CORPFLS · Entity 3541 | President, FPD | February 15, 2023 | February 23, 2023 |
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 October 02, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,331.5776 |
Ending reported balance
After 2026-10-02 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-10-02 · Grant · Acquired 10.5688 · Balance 11,325.5688 F1: These shares were granted in the form of Deferred Stock Units ("DSUs"), in connection with the cash dividend paid on October 2, 2026, to stockholders of record as of September 18, 2026 (the "Dividend"), with respect to 7,216 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. Row 2 · 2026-10-02 · Grant · Acquired 5.8973 · Balance 11,331.4661 F2: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 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. Row 3 · 2026-10-02 · Grant · Acquired 0.0162 · Balance 11,331.4823 F3: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on October 16, 2025, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Row 4 · 2026-10-02 · Grant · Acquired 0.0235 · Balance 11,331.5058 F4: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on January 15, 2026, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Row 5 · 2026-10-02 · Grant · Acquired 0.0308 · Balance 11,331.5366 F5: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on April 13, 2026, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Row 6 · 2026-10-02 · Grant · Acquired 0.041 · Balance 11,331.5776 F6: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on July 16, 2026, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were granted in the form of Deferred Stock Units ("DSUs"), in connection with the cash dividend paid on October 2, 2026, to stockholders of record as of September 18, 2026 (the "Dividend"), with respect to 7,216 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.
F2: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 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.
F3: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on October 16, 2025, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs.
F4: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on January 15, 2026, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs.
F5: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on April 13, 2026, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs.
F6: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on July 16, 2026, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs.
FLOWSERVE CORP
Report date February 15, 2023 · Filed February 23, 2023 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,120 |
Last balance in matching sequence
After 2023-02-15 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2023-02-15 · Exercise / conversion · Acquired 3,665 · Balance 5,577 Row 2 · 2023-02-15 · Tax withholding · Disposed 1,457 · Balance 4,120 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 19,967 |
Reported balance
After 2023-02-15 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2023-02-15 · Exercise / conversion · Disposed 3,567 · Balance 19,967 F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F2: This Form 4 corrects an inadvertent error in the number of restricted stock units originally reported as disposed of by the officer. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant.
F2: This Form 4 corrects an inadvertent error in the number of restricted stock units originally reported as disposed of by the officer.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Hillenbrand, Inc.
Report date February 10, 2026 · Filed February 10, 2026
Section 16 reporting ended · disclosed 2026-02-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-02-10 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-10 · Disposition to issuer · Disposed 8,903 · Balance 0 F1: On February 10, 2026, pursuant to the terms of that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 14, 2025, by and among Hillenbrand, Inc., an Indiana corporation (the "Issuer"), LSF12 Helix Parent, LLC, a Delaware limited liability company ("Parent"), and LSF12 Helix Merger Sub, Inc., an Indiana corporation and a wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), on the terms and subject to the conditions set forth in the Merger Agreement, each share of the Issuer's common stock, without par value ("Common Stock"), issued and outstanding immediately prior to such time, with certain exceptions, was converted into the right to receive $32.00 in cash (the "Merger Consideration"), without interest. Row 2 · 2026-02-10 · Grant · Acquired 41,709 · Balance 41,709 F2: Subject to certain exceptions, at the Effective Time, each restricted stock unit subject to both time- and performance-based vesting conditions (each, a "Company Performance-Based Restricted Stock Unit") outstanding pursuant to an Issuer equity incentive or deferred compensation plan immediately prior to the Effective Time, whether vested or unvested, was cancelled in consideration for the right to receive a cash payment equal to the product of (i) the number of shares of Common Stock subject to such Company Performance-Based Restricted Stock Unit (with such number of shares calculated assuming achievement of the applicable performance-based vesting conditions at the greater of target and the actual level of performance) measured through the date immediately prior to the Effective Time and (ii) the Merger Consideration, less any required withholding taxes. Row 3 · 2026-02-10 · Disposition to issuer · Disposed 41,709 · Balance 0 F2: Subject to certain exceptions, at the Effective Time, each restricted stock unit subject to both time- and performance-based vesting conditions (each, a "Company Performance-Based Restricted Stock Unit") outstanding pursuant to an Issuer equity incentive or deferred compensation plan immediately prior to the Effective Time, whether vested or unvested, was cancelled in consideration for the right to receive a cash payment equal to the product of (i) the number of shares of Common Stock subject to such Company Performance-Based Restricted Stock Unit (with such number of shares calculated assuming achievement of the applicable performance-based vesting conditions at the greater of target and the actual level of performance) measured through the date immediately prior to the Effective Time and (ii) the Merger Consideration, less any required withholding taxes. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-10 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-10 · Disposition to issuer · Disposed 55,941 · Balance 0 F3: Each restricted stock unit represents the contingent right to receive one share of the Common Stock. At the Effective Time, each time-vesting restricted stock unit and each vested deferred share granted or deemed purchased pursuant to an Issuer equity incentive or deferred compensation plan (each, a "Company Restricted Stock Unit") outstanding immediately prior to the Effective Time, whether vested or unvested, was cancelled in consideration for the right to receive a cash payment equal to the product of (i) the number of shares of Common Stock subject to such Company Restricted Stock Unit and (ii) the Merger Consideration, less any required withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 10, 2026, pursuant to the terms of that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 14, 2025, by and among Hillenbrand, Inc., an Indiana corporation (the "Issuer"), LSF12 Helix Parent, LLC, a Delaware limited liability company ("Parent"), and LSF12 Helix Merger Sub, Inc., an Indiana corporation and a wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), on the terms and subject to the conditions set forth in the Merger Agreement, each share of the Issuer's common stock, without par value ("Common Stock"), issued and outstanding immediately prior to such time, with certain exceptions, was converted into the right to receive $32.00 in cash (the "Merger Consideration"), without interest.
F2: Subject to certain exceptions, at the Effective Time, each restricted stock unit subject to both time- and performance-based vesting conditions (each, a "Company Performance-Based Restricted Stock Unit") outstanding pursuant to an Issuer equity incentive or deferred compensation plan immediately prior to the Effective Time, whether vested or unvested, was cancelled in consideration for the right to receive a cash payment equal to the product of (i) the number of shares of Common Stock subject to such Company Performance-Based Restricted Stock Unit (with such number of shares calculated assuming achievement of the applicable performance-based vesting conditions at the greater of target and the actual level of performance) measured through the date immediately prior to the Effective Time and (ii) the Merger Consideration, less any required withholding taxes.
F3: Each restricted stock unit represents the contingent right to receive one share of the Common Stock. At the Effective Time, each time-vesting restricted stock unit and each vested deferred share granted or deemed purchased pursuant to an Issuer equity incentive or deferred compensation plan (each, a "Company Restricted Stock Unit") outstanding immediately prior to the Effective Time, whether vested or unvested, was cancelled in consideration for the right to receive a cash payment equal to the product of (i) the number of shares of Common Stock subject to such Company Restricted Stock Unit and (ii) the Merger Consideration, less any required withholding taxes.
PIONEER ENERGY SERVICES LLC
Report date May 29, 2020 · Filed June 02, 2020
Section 16 reporting ended · disclosed 2020-06-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55 |
Reported balance
After 2020-05-29 transaction · row 1
1 source rowRow 1 · 2020-05-29 · Grant · Acquired 55 · Balance 55 F1: On March 1, 2020, Pioneer Energy Services Corp. (the "Issuer") and its subsidiaries, (collectively, with the Issuer, the "Debtors"), filed voluntary petitions in the United States Bankruptcy Court for the Southern District of Texas (the "Bankruptcy Court") seeking relief under the provisions of Chapter 11 of Title 11 of the United States Bankruptcy Code. Debtors also filed a prepackaged Chapter 11 plan of reorganization (the "Plan") with the Bankruptcy Court. On May 11, 2020, the Bankruptcy Court entered an order, Docket No. 331 (the "Confirmation Order") confirming the Plan. On May 29, 2020 (the "Effective Date"), the Debtors emerged from bankruptcy and the Plan became effective pursuant to its terms. F2: On the Effective Date, and pursuant to the Plan, all outstanding shares of the Issuer's common stock, par value $0.10 (the "Old Shares") were exchanged for new shares of the Issuer's common stock, $0.001 par value per share (the "New Shares") at the conversion rate of 0.0006849838 New Shares for each Old Share. The receipt of New Shares was involuntary, without additional consideration and in accordance with the Plan approved by the Bankruptcy Court. F3: In connection with the Plan becoming effective, all unvested equity awards for Old Shares granted under the Pioneer Energy Services Corp. Amended and Restated 2007 Incentive Plan (the "2007 Incentive Plan") that were held by any director or employee of the Issuer on the Effective Date vested and became New Shares at the conversion rate of 0.0006849838 New Shares for each Old Share. On the Effective Date, the Reporting Person held 81,012 Old Shares pursuant to unvested equity award grants under the 2007 Incentive Plan, all of which had their vesting accelerate and convert into New Shares. The 81,012 Old Shares represented a restricted stock award to the Reporting Person on July 1, 2019 which would have fully vested on July 1, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 1, 2020, Pioneer Energy Services Corp. (the "Issuer") and its subsidiaries, (collectively, with the Issuer, the "Debtors"), filed voluntary petitions in the United States Bankruptcy Court for the Southern District of Texas (the "Bankruptcy Court") seeking relief under the provisions of Chapter 11 of Title 11 of the United States Bankruptcy Code. Debtors also filed a prepackaged Chapter 11 plan of reorganization (the "Plan") with the Bankruptcy Court. On May 11, 2020, the Bankruptcy Court entered an order, Docket No. 331 (the "Confirmation Order") confirming the Plan. On May 29, 2020 (the "Effective Date"), the Debtors emerged from bankruptcy and the Plan became effective pursuant to its terms.
F2: On the Effective Date, and pursuant to the Plan, all outstanding shares of the Issuer's common stock, par value $0.10 (the "Old Shares") were exchanged for new shares of the Issuer's common stock, $0.001 par value per share (the "New Shares") at the conversion rate of 0.0006849838 New Shares for each Old Share. The receipt of New Shares was involuntary, without additional consideration and in accordance with the Plan approved by the Bankruptcy Court.
F3: In connection with the Plan becoming effective, all unvested equity awards for Old Shares granted under the Pioneer Energy Services Corp. Amended and Restated 2007 Incentive Plan (the "2007 Incentive Plan") that were held by any director or employee of the Issuer on the Effective Date vested and became New Shares at the conversion rate of 0.0006849838 New Shares for each Old Share. On the Effective Date, the Reporting Person held 81,012 Old Shares pursuant to unvested equity award grants under the 2007 Incentive Plan, all of which had their vesting accelerate and convert into New Shares. The 81,012 Old Shares represented a restricted stock award to the Reporting Person on July 1, 2019 which would have fully vested on July 1, 2020.
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 02, 2026 Filed Oct 6, 2026 20:35 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.041 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-032225 · rdgdoc.xml · nonDerivative · entry 6 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,331.5776 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on July 16, 2026, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| October 02, 2026 Filed Oct 6, 2026 20:35 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0308 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-032225 · rdgdoc.xml · nonDerivative · entry 5 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,331.5366 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on April 13, 2026, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| October 02, 2026 Filed Oct 6, 2026 20:35 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0235 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-032225 · rdgdoc.xml · nonDerivative · entry 4 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,331.5058 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on January 15, 2026, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| October 02, 2026 Filed Oct 6, 2026 20:35 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0162 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-032225 · rdgdoc.xml · nonDerivative · entry 3 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,331.4823 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on October 16, 2025, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| October 02, 2026 Filed Oct 6, 2026 20:35 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 5.8973 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-032225 · rdgdoc.xml · nonDerivative · entry 2 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,331.4661 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 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 |
| October 02, 2026 Filed Oct 6, 2026 20:35 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.5688 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-032225 · rdgdoc.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,325.5688 F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), in connection with the cash dividend paid on October 2, 2026, to stockholders of record as of September 18, 2026 (the "Dividend"), with respect to 7,216 vested DSUs granted to the reporting person on various dates and adjusted for previously declared and paid cash dividends. These DSUs are vested and payable concurrent with the underlying DSUs. Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 20:26 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 982 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-028383 · rdgdoc.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,315 F1 · shares: These shares were granted as Deferred Stock Units (DSUs) and vest upon grant. These DSUs are payable no earlier than six months following termination of service as a director of the Company, at the director's election, with the right of the Company to clawback the value of the DSUs within one year following a termination of service upon the occurrence of certain events. Read SEC document |
| July 16, 2026 Filed Jul 17, 2026 21:01 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 28 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-023781 · rdgdoc.xml · nonDerivative · entry 2 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,333 F2 · shares: This amount reflects a matching stock unit contribution by EnerSys for the reporting person's account in the Plan. The matching stock unit contribution vests 25% on each of October 16, 2026, January 16, 2027, April 16, 2027, and July 16, 2027. 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 28 stock units in the Plan. Each of these stock units represents a right to receive one share of EnerSys common stock and is payable upon the reporting person's Termination, as defined in the Plan. Read SEC document |
| July 16, 2026 Filed Jul 17, 2026 21:01 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 143 | $195.30 | $27,927.90 |
DisclosureSEC source: 0001437749-26-023781 · rdgdoc.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,305 F1 · shares: In lieu of receiving cash fees, the reporting person received 143 stock units, which immediately vested, in the EnerSys Voluntary Deferred Compensation Plan for Non-Employee Directors (the "Plan"). Read SEC document |
| July 02, 2026 Filed Jul 6, 2026 20:24 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0356 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022790 · rdgdoc.xml · nonDerivative · entry 6 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,162.9054 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on April 13, 2026, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| July 02, 2026 Filed Jul 6, 2026 20:24 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0318 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022790 · rdgdoc.xml · nonDerivative · entry 5 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,162.8698 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on January 15, 2026, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| July 02, 2026 Filed Jul 6, 2026 20:24 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0268 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022790 · rdgdoc.xml · nonDerivative · entry 4 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,162.838 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on October 16, 2025, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| July 02, 2026 Filed Jul 6, 2026 20:24 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0179 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022790 · rdgdoc.xml · nonDerivative · entry 3 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,162.8112 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on July 17, 2025, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| July 02, 2026 Filed Jul 6, 2026 20:24 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4.8793 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022790 · rdgdoc.xml · nonDerivative · entry 2 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,162.7933 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 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 |
| July 02, 2026 Filed Jul 6, 2026 20:24 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.914 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022790 · rdgdoc.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,157.914 F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), in connection with the cash dividend paid on July 2, 2026, to stockholders of record as of June 19, 2026 (the "Dividend"), with respect to 6,226 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 |
| April 13, 2026 Filed Apr 15, 2026 20:19 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 28 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-012397 · rdgdoc.xml · nonDerivative · entry 2 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,150 F2 · shares: This amount reflects a matching stock unit contribution by EnerSys for the reporting person's account in the Plan. The matching stock unit contribution vests 25% on each of July 13, 2026, October 13, 2026, January 13, 2027 and April 13, 2027. 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 28 stock units in the Plan. Each of these stock units represents a right to receive one share of EnerSys common stock and is payable upon the reporting person's Termination, as defined in the Plan. Read SEC document |
| April 13, 2026 Filed Apr 15, 2026 20:19 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 143 | $194.61 | $27,829.23 |
DisclosureSEC source: 0001437749-26-012397 · rdgdoc.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,122 F1 · shares: In lieu of receiving cash fees, the reporting person received 143 stock units, which immediately vested, in the EnerSys Voluntary Deferred Compensation Plan for Non-Employee Directors (the "Plan"). Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 20:28 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0505 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-010676 · rdgdoc.xml · nonDerivative · entry 6 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,978.2669 F7 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on January 15, 2026, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 20:28 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0491 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-010676 · rdgdoc.xml · nonDerivative · entry 5 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,978.2164 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on October 16, 2025, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 20:28 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0431 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-010676 · rdgdoc.xml · nonDerivative · entry 4 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,978.1673 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on July 17, 2025, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 20:28 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0247 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-010676 · rdgdoc.xml · nonDerivative · entry 3 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,978.1242 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on April 10, 2025, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 20:28 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 5.5767 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-010676 · rdgdoc.xml · nonDerivative · entry 2 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,978.0995 F3 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to vested RSUs granted to the reporting person on various dates under the EnerSys Deferred Compensation Plan for Non-Employee Directors (the "Plan"), and adjusted for previously declared and paid cash dividends. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 20:28 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.5228 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-010676 · rdgdoc.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,972.5228 F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), in connection with the cash dividend paid on March 27, 2026, to stockholders of record as of March 13, 2026 (the "Dividend"), with respect to 6,217 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. F2 · balance_after: Adjusted for previous arithmetic error. Read SEC document |
| February 10, 2026 Filed Feb 10, 2026 16:05 UTC | Hillenbrand, Inc. HI · Entity 66702 | Disposition to issuerRestricted Stock Units · Derivative | 55,941 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-044647 · ownership.xml · derivative · entry 4 Morytko Tamara · CIK 0001780203 · Sr. VP & President, MTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 55,941 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of the Common Stock. At the Effective Time, each time-vesting restricted stock unit and each vested deferred share granted or deemed purchased pursuant to an Issuer equity incentive or deferred compensation plan (each, a "Company Restricted Stock Unit") outstanding immediately prior to the Effective Time, whether vested or unvested, was cancelled in consideration for the right to receive a cash payment equal to the product of (i) the number of shares of Common Stock subject to such Company Restricted Stock Unit and (ii) the Merger Consideration, less any required withholding taxes. F3 · price: Each restricted stock unit represents the contingent right to receive one share of the Common Stock. At the Effective Time, each time-vesting restricted stock unit and each vested deferred share granted or deemed purchased pursuant to an Issuer equity incentive or deferred compensation plan (each, a "Company Restricted Stock Unit") outstanding immediately prior to the Effective Time, whether vested or unvested, was cancelled in consideration for the right to receive a cash payment equal to the product of (i) the number of shares of Common Stock subject to such Company Restricted Stock Unit and (ii) the Merger Consideration, less any required withholding taxes. F3 · derivative.exercise_date: Each restricted stock unit represents the contingent right to receive one share of the Common Stock. At the Effective Time, each time-vesting restricted stock unit and each vested deferred share granted or deemed purchased pursuant to an Issuer equity incentive or deferred compensation plan (each, a "Company Restricted Stock Unit") outstanding immediately prior to the Effective Time, whether vested or unvested, was cancelled in consideration for the right to receive a cash payment equal to the product of (i) the number of shares of Common Stock subject to such Company Restricted Stock Unit and (ii) the Merger Consideration, less any required withholding taxes. F3 · derivative.expiration_date: Each restricted stock unit represents the contingent right to receive one share of the Common Stock. At the Effective Time, each time-vesting restricted stock unit and each vested deferred share granted or deemed purchased pursuant to an Issuer equity incentive or deferred compensation plan (each, a "Company Restricted Stock Unit") outstanding immediately prior to the Effective Time, whether vested or unvested, was cancelled in consideration for the right to receive a cash payment equal to the product of (i) the number of shares of Common Stock subject to such Company Restricted Stock Unit and (ii) the Merger Consideration, less any required withholding taxes. Read SEC document |
| February 10, 2026 Filed Feb 10, 2026 16:05 UTC | Hillenbrand, Inc. HI · Entity 66702 | Disposition to issuerCommon Stock | 41,709 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-044647 · ownership.xml · nonDerivative · entry 3 Morytko Tamara · CIK 0001780203 · Sr. VP & President, MTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: Subject to certain exceptions, at the Effective Time, each restricted stock unit subject to both time- and performance-based vesting conditions (each, a "Company Performance-Based Restricted Stock Unit") outstanding pursuant to an Issuer equity incentive or deferred compensation plan immediately prior to the Effective Time, whether vested or unvested, was cancelled in consideration for the right to receive a cash payment equal to the product of (i) the number of shares of Common Stock subject to such Company Performance-Based Restricted Stock Unit (with such number of shares calculated assuming achievement of the applicable performance-based vesting conditions at the greater of target and the actual level of performance) measured through the date immediately prior to the Effective Time and (ii) the Merger Consideration, less any required withholding taxes. Read SEC document |
| February 10, 2026 Filed Feb 10, 2026 16:05 UTC | Hillenbrand, Inc. HI · Entity 66702 | GrantCommon Stock | 41,709 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-044647 · ownership.xml · nonDerivative · entry 2 Morytko Tamara · CIK 0001780203 · Sr. VP & President, MTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,709 F2 · price: Subject to certain exceptions, at the Effective Time, each restricted stock unit subject to both time- and performance-based vesting conditions (each, a "Company Performance-Based Restricted Stock Unit") outstanding pursuant to an Issuer equity incentive or deferred compensation plan immediately prior to the Effective Time, whether vested or unvested, was cancelled in consideration for the right to receive a cash payment equal to the product of (i) the number of shares of Common Stock subject to such Company Performance-Based Restricted Stock Unit (with such number of shares calculated assuming achievement of the applicable performance-based vesting conditions at the greater of target and the actual level of performance) measured through the date immediately prior to the Effective Time and (ii) the Merger Consideration, less any required withholding taxes. Read SEC document |
| February 10, 2026 Filed Feb 10, 2026 16:05 UTC | Hillenbrand, Inc. HI · Entity 66702 | Disposition to issuerCommon Stock | 8,903 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-044647 · ownership.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · Sr. VP & President, MTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: On February 10, 2026, pursuant to the terms of that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 14, 2025, by and among Hillenbrand, Inc., an Indiana corporation (the "Issuer"), LSF12 Helix Parent, LLC, a Delaware limited liability company ("Parent"), and LSF12 Helix Merger Sub, Inc., an Indiana corporation and a wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), on the terms and subject to the conditions set forth in the Merger Agreement, each share of the Issuer's common stock, without par value ("Common Stock"), issued and outstanding immediately prior to such time, with certain exceptions, was converted into the right to receive $32.00 in cash (the "Merger Consideration"), without interest. Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 21:15 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-001560 · rdgdoc.xml · nonDerivative · entry 2 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,968 F2 · shares: This amount reflects a matching stock unit contribution by EnerSys for the reporting person's account in the Plan. The matching stock unit contribution vests 25% on each of April 15, 2026, July 15, 2026, October 15, 2026 and January 15, 2027. 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 33 stock units in the Plan. Each of these stock units represents a right to receive one share of EnerSys common stock and is payable upon the reporting person's Termination, as defined in the Plan. Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 21:15 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 167 | $167.14 | $27,912.38 |
DisclosureSEC source: 0001437749-26-001560 · rdgdoc.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,935 F1 · shares: In lieu of receiving cash fees, the reporting person received 167 stock units, which immediately vested, in the EnerSys Voluntary Deferred Compensation Plan for Non-Employee Directors (the "Plan"). Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 16:21 UTC | Hillenbrand, Inc. HI · Entity 66702 | GrantRestricted Stock Units (Deferred Stock Award 12/4/2025) · Derivative | 241 | $0.00 | $0.00 |
DisclosureSEC source: 0000892251-26-000009 · wk-form4_1767648071.xml · derivative · entry 7 Morytko Tamara · CIK 0001780203 · Sr. VP & President, MTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,888 Underlying: Common Stock · 241 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of the issuer's common stock. F2 · kind: Restricted Stock Units are entitled to dividend equivalent rights which accrue on dividend record dates. F8 · derivative.exercise_date: Restricted Stock Units scheduled to vest one-third on 12/4/2026, one-third on 12/4/2027, and one-third on 12/4/2028. F8 · derivative.expiration_date: Restricted Stock Units scheduled to vest one-third on 12/4/2026, one-third on 12/4/2027, and one-third on 12/4/2028. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 16:21 UTC | Hillenbrand, Inc. HI · Entity 66702 | GrantRestricted Stock Units (Matching RSU Framework 10/1/2025) · Derivative | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0000892251-26-000009 · wk-form4_1767648071.xml · derivative · entry 6 Morytko Tamara · CIK 0001780203 · Sr. VP & President, MTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,264 Underlying: Common Stock · 16 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of the issuer's common stock. F2 · kind: Restricted Stock Units are entitled to dividend equivalent rights which accrue on dividend record dates. F7 · derivative.exercise_date: Represents Matching RSUs granted under the Company's Executive Share Match framework that will vest on October 1, 2028, and be settled in shares of the Company's common stock or cash to the extent the vesting conditions of the framework are satisfied. F7 · derivative.expiration_date: Represents Matching RSUs granted under the Company's Executive Share Match framework that will vest on October 1, 2028, and be settled in shares of the Company's common stock or cash to the extent the vesting conditions of the framework are satisfied. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 16:21 UTC | Hillenbrand, Inc. HI · Entity 66702 | GrantRestricted Stock Units (Matching RSU Framework 03/31/2025) · Derivative | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0000892251-26-000009 · wk-form4_1767648071.xml · derivative · entry 5 Morytko Tamara · CIK 0001780203 · Sr. VP & President, MTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,243 Underlying: Common Stock · 8 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of the issuer's common stock. F2 · kind: Restricted Stock Units are entitled to dividend equivalent rights which accrue on dividend record dates. F6 · derivative.exercise_date: Represents Matching RSUs granted under the Company's Executive Share Match framework that will vest on March 31, 2028, and be settled in shares of the Company's common stock or cash to the extent the vesting conditions of the framework are satisfied. F6 · derivative.expiration_date: Represents Matching RSUs granted under the Company's Executive Share Match framework that will vest on March 31, 2028, and be settled in shares of the Company's common stock or cash to the extent the vesting conditions of the framework are satisfied. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 16:21 UTC | Hillenbrand, Inc. HI · Entity 66702 | GrantRestricted Stock Units (Deferred Stock Award 12/5/2024) · Derivative | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0000892251-26-000009 · wk-form4_1767648071.xml · derivative · entry 4 Morytko Tamara · CIK 0001780203 · Sr. VP & President, MTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,524 Underlying: Common Stock · 53 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of the issuer's common stock. F2 · kind: Restricted Stock Units are entitled to dividend equivalent rights which accrue on dividend record dates. F5 · derivative.exercise_date: Restricted Stock Units scheduled to vest one-third on 12/5/2025, one-third on 12/5/2026, and one-third on 12/5/2027. F5 · derivative.expiration_date: Restricted Stock Units scheduled to vest one-third on 12/5/2025, one-third on 12/5/2026, and one-third on 12/5/2027. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 16:21 UTC | Hillenbrand, Inc. HI · Entity 66702 | GrantRestricted Stock Units (Deferred Stock Award 12/7/2023) · Derivative | 17 | $0.00 | $0.00 |
DisclosureSEC source: 0000892251-26-000009 · wk-form4_1767648071.xml · derivative · entry 3 Morytko Tamara · CIK 0001780203 · Sr. VP & President, MTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,393 Underlying: Common Stock · 17 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of the issuer's common stock. F2 · kind: Restricted Stock Units are entitled to dividend equivalent rights which accrue on dividend record dates. F4 · derivative.exercise_date: Restricted Stock Units scheduled to vest one-third on 12/7/2024, one-third on 12/7/2025, and one-third on 12/7/2026. F4 · derivative.expiration_date: Restricted Stock Units scheduled to vest one-third on 12/7/2024, one-third on 12/7/2025, and one-third on 12/7/2026. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 16:21 UTC | Hillenbrand, Inc. HI · Entity 66702 | GrantRestricted Stock Units (Deferred Stock Award 09/11/2023) · Derivative | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0000892251-26-000009 · wk-form4_1767648071.xml · derivative · entry 2 Morytko Tamara · CIK 0001780203 · Sr. VP & President, MTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,629 Underlying: Common Stock · 61 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of the issuer's common stock. F2 · kind: Restricted Stock Units are entitled to dividend equivalent rights which accrue on dividend record dates. F3 · derivative.exercise_date: Restricted Stock Units scheduled to vest one-quarter on 9/11/2024, one-quarter on 9/11/2025, and one-half on 9/11/2026. F3 · derivative.expiration_date: Restricted Stock Units scheduled to vest one-quarter on 9/11/2024, one-quarter on 9/11/2025, and one-half on 9/11/2026. Read SEC document |
| December 26, 2025 Filed Dec 30, 2025 21:34 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0748 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-038958 · rdgdoc.xml · nonDerivative · entry 6 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,767.9504 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on October 16, 2025, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 26, 2025 Filed Dec 30, 2025 21:34 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0749 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-038958 · rdgdoc.xml · nonDerivative · entry 5 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,767.8756 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on July 17, 2025, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 26, 2025 Filed Dec 30, 2025 21:34 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0542 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-038958 · rdgdoc.xml · nonDerivative · entry 4 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,767.8007 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on April 10, 2025, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 26, 2025 Filed Dec 30, 2025 21:34 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0245 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-038958 · rdgdoc.xml · nonDerivative · entry 3 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,767.7465 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to unvested RSUs granted to the reporting person on January 10, 2025, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 26, 2025 Filed Dec 30, 2025 21:34 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 5.9326 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-038958 · rdgdoc.xml · nonDerivative · entry 2 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,767.722 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to vested RSUs granted to the reporting person on various dates under the EnerSys Deferred Compensation Plan for Non-Employee Directors (the "Plan"), and adjusted for previously declared and paid cash dividends. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 26, 2025 Filed Dec 30, 2025 21:34 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.7894 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-038958 · rdgdoc.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,761.7894 F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), in connection with the cash dividend paid on December 26, 2025, to stockholders of record as of December 12, 2025 (the "Dividend"), with respect to 6,206 vested DSUs granted to the reporting person on various dates and adjusted for previously declared and paid cash dividends. These DSUs are vested and payable concurrent with the underlying DSUs. Read SEC document |
| December 07, 2025 Filed Dec 9, 2025 16:26 UTC | Hillenbrand, Inc. HI · Entity 66702 | Exercise / conversionRestricted Stock Units (Deferred Stock Award 12/7/2023) · Derivative | 2,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001780203-25-000010 · wk-form4_1765315573.xml · derivative · entry 5 Morytko Tamara · CIK 0001780203 · Sr. VP & President, MTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,376 Underlying: Common Stock · 2,372 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of the issuer's common stock. F2 · kind: Restricted Stock Units are entitled to dividend equivalent rights which accrue on dividend record dates. F3 · derivative.exercise_date: Restricted Stock Units scheduled to vest one-third on 12/7/2024, one-third on 12/7/2025, and one-third on 12/7/2026. F3 · derivative.expiration_date: Restricted Stock Units scheduled to vest one-third on 12/7/2024, one-third on 12/7/2025, and one-third on 12/7/2026. Read SEC document |
| December 07, 2025 Filed Dec 9, 2025 16:26 UTC | Hillenbrand, Inc. HI · Entity 66702 | Tax withholdingCommon Stock | 1,116 | $31.82 | $35,511.12 |
DisclosureSEC source: 0001780203-25-000010 · wk-form4_1765315573.xml · nonDerivative · entry 4 Morytko Tamara · CIK 0001780203 · Sr. VP & President, MTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,903 Read SEC document |
| December 07, 2025 Filed Dec 9, 2025 16:26 UTC | Hillenbrand, Inc. HI · Entity 66702 | Exercise / conversionCommon Stock | 2,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001780203-25-000010 · wk-form4_1765315573.xml · nonDerivative · entry 3 Morytko Tamara · CIK 0001780203 · Sr. VP & President, MTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,019 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit represents the contingent right to receive one share of the issuer's common stock. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 16:26 UTC | Hillenbrand, Inc. HI · Entity 66702 | Exercise / conversionRestricted Stock Units (Deferred Stock Award 12/5/2024) · Derivative | 3,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001780203-25-000010 · wk-form4_1765315573.xml · derivative · entry 6 Morytko Tamara · CIK 0001780203 · Sr. VP & President, MTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,471 Underlying: Common Stock · 3,732 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of the issuer's common stock. F2 · kind: Restricted Stock Units are entitled to dividend equivalent rights which accrue on dividend record dates. F4 · derivative.exercise_date: Restricted Stock Units scheduled to vest one-third on 12/5/2025, one-third on 12/5/2026, and one-third on 12/5/2027. F4 · derivative.expiration_date: Restricted Stock Units scheduled to vest one-third on 12/5/2025, one-third on 12/5/2026, and one-third on 12/5/2027. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 16:26 UTC | Hillenbrand, Inc. HI · Entity 66702 | Tax withholdingCommon Stock | 1,756 | $31.82 | $55,875.92 |
DisclosureSEC source: 0001780203-25-000010 · wk-form4_1765315573.xml · nonDerivative · entry 2 Morytko Tamara · CIK 0001780203 · Sr. VP & President, MTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,647 Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 16:26 UTC | Hillenbrand, Inc. HI · Entity 66702 | Exercise / conversionCommon Stock | 3,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001780203-25-000010 · wk-form4_1765315573.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · Sr. VP & President, MTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,403 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit represents the contingent right to receive one share of the issuer's common stock. Read SEC document |
| December 04, 2025 Filed Dec 8, 2025 16:38 UTC | Hillenbrand, Inc. HI · Entity 66702 | GrantRestricted Stock Units (Deferred Stock Award 12/4/2025) · Derivative | 33,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001780203-25-000008 · wk-form4_1765229885.xml · derivative · entry 2 Morytko Tamara · CIK 0001780203 · Sr. VP & President, MTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,647 Underlying: Common Stock · 33,647 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of the issuer's common stock. F2 · kind: Restricted Stock Units are entitled to dividend equivalent rights which accrue on dividend record dates. F3 · derivative.exercise_date: Restricted Stock Units scheduled to vest one-third on 12/4/2026, one-third on 12/4/2027, and one-third on 12/4/2028. F3 · derivative.expiration_date: Restricted Stock Units scheduled to vest one-third on 12/4/2026, one-third on 12/4/2027, and one-third on 12/4/2028. Read SEC document |
| October 16, 2025 Filed Oct 17, 2025 20:15 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 43 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-031267 · rdgdoc.xml · nonDerivative · entry 2 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,751 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 16, 2026, April 16, 2026, July 16, 2026, and October 16, 2026. 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 43 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 16, 2025 Filed Oct 17, 2025 20:15 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 218 | $123.97 | $27,025.46 |
DisclosureSEC source: 0001437749-25-031267 · rdgdoc.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,708 F1 · shares: In lieu of receiving cash fees, the reporting person received 218 stock units, which immediately vested, in the EnerSys Voluntary Deferred Compensation Plan for Non-Employee Directors (the "Plan"). 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.