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 |
|---|---|---|---|---|---|---|
| September 29, 2023 Filed Oct 3, 2023 16:22 UTC | Hillenbrand, Inc. HI · Entity 66702 | GrantRestricted Stock Units (Deferred Stock Award 09/11/2023) · Derivative | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0001417398-23-000075 · wk-form4_1696364540.xml · derivative · entry 2 Morytko Tamara · CIK 0001780203 · Sr. VP & President, MTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,159 Underlying: Common Stock · 84 shares Expires not disclosed F1 · derivative.exercise_price: Conversion of Exercise Price of Derivative Security is 1-for-1. 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 25% on 9/11/2024, 25% on 9/11/2025 and 50% on 9/11/2026. F3 · derivative.expiration_date: Restricted Stock Units scheduled to vest 25% on 9/11/2024, 25% on 9/11/2025 and 50% on 9/11/2026. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.1022 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051511 · doc4.xml · nonDerivative · entry 4 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,610.7208 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 July 19, 2023, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0976 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051511 · doc4.xml · nonDerivative · entry 3 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,610.6186 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 April 18, 2023. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.1966 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051511 · doc4.xml · nonDerivative · entry 2 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,610.521 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 |
| September 29, 2023 Filed Oct 3, 2023 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4.7938 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051511 · doc4.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,609.3244 F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), in connection with the cash dividend paid on September 29, 2023 to stockholders of record as of September 15, 2023 (the "Dividend"), with respect to 2,017 vested DSUs granted to the reporting person on August 11, 2023. These DSUs are vested and payable concurrent with the underlying DSUs. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 16:20 UTC | Hillenbrand, Inc. HI · Entity 66702 | GrantRestricted Stock Units (Deferred Stock Award 09/11/2023) · Derivative | 16,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001417398-23-000039 · wk-form4_1694636444.xml · derivative · entry 1 Morytko Tamara · CIK 0001780203 · Sr. VP and President MTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,075 Underlying: Common Stock · 16,075 shares Expires not disclosed F1 · derivative.exercise_price: Conversion of Exercise Price or Derivative Security is 1-for-1. F2 · derivative.exercise_date: Restricted Stock Units scheduled to vest 25% on 9/11/2024, 25% on 9/11/2025 and 50% on 9/11/2026. F2 · derivative.expiration_date: Restricted Stock Units scheduled to vest 25% on 9/11/2024, 25% on 9/11/2025 and 50% on 9/11/2026. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 20:30 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045850 · doc4.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,604.5306 F1 · security: These shares were granted as deferred stock units and vest upon grant. These deferred stock units are payable no earlier than six months following a 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 deferred stock unit within one year following a termination of service upon the occurrence of certain events. Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 20:49 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 43 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-043105 · doc4.xml · nonDerivative · entry 2 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 587.5306 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 19, 2023, January 19, 2024, April 19, 2024, and July 19, 2024. 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 258 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 19, 2023 Filed Jul 21, 2023 20:49 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 215 | $112.61 | $24,211.15 |
DisclosureSEC source: 0001209191-23-043105 · doc4.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 544.5306 F1 · shares: In lieu of receiving cash fees, the reporting person received 215 stock units, which immediately vested, in the EnerSys Voluntary Deferred Compensation Plan for Non-Employee Directors (the "Plan"). Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:32 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0887 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041109 · doc4.xml · nonDerivative · entry 2 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329.5306 F2 · 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 18, 2023, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:32 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.4419 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041109 · doc4.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329.4419 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on June 30, 2023 to stockholders of record as of June 16, 2023 (the "Dividend"), with respect to vested RSUs granted to the reporting person on April 18, 2023, under the EnerSys Deferred Compensation Plan for Non-Employee Directors (the "Plan"). These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| April 18, 2023 Filed Apr 20, 2023 20:33 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-024990 · doc4.xml · nonDerivative · entry 2 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329 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 18, 2023, October 18, 2023, January 18, 2024 and April 18, 2024. 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 329 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 18, 2023 Filed Apr 20, 2023 20:33 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 274 | $83.14 | $22,780.36 |
DisclosureSEC source: 0001209191-23-024990 · doc4.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274 F1 · shares: In lieu of receiving cash fees, the reporting person received 274 stock units, which immediately vested, in the EnerSys Voluntary Deferred Compensation Plan for Non-Employee Directors (the "Plan"). Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:46 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 3,184 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-23-000026 · wf-form4_167701595560350.xml · derivative · entry 6 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,487 Underlying: Common Stock · 3,184 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 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:46 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 2,276 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-23-000026 · wf-form4_167701595560350.xml · derivative · entry 5 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,671 Underlying: Common Stock · 2,276 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 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:46 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 1,230 | $36.07 | $44,366.10 |
DisclosureSEC source: 0000030625-23-000026 · wf-form4_167701595560350.xml · nonDerivative · entry 4 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,588 Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:46 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 3,253 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-23-000026 · wf-form4_167701595560350.xml · nonDerivative · entry 3 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,818 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:46 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 880 | $36.07 | $31,741.60 |
DisclosureSEC source: 0000030625-23-000026 · wf-form4_167701595560350.xml · nonDerivative · entry 2 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,565 Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:46 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 2,325 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-23-000026 · wf-form4_167701595560350.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,445 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 16, 2023 Filed Feb 23, 2023 22:03 UTC Amendment | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 3,097 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-23-000060 · wf-form4a_167718978780828.xml · derivative · entry 6 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,637 Underlying: Common Stock · 3,097 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 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 · shares: This Form 4 corrects an inadvertent error in the number of restricted stock units originally reported as disposed of by the officer. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| February 16, 2023 Filed Feb 23, 2023 22:03 UTC Amendment | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 2,213 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-23-000060 · wf-form4a_167718978780828.xml · derivative · entry 5 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,734 Underlying: Common Stock · 2,213 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 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 · shares: This Form 4 corrects an inadvertent error in the number of restricted stock units originally reported as disposed of by the officer. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| February 16, 2023 Filed Feb 23, 2023 22:03 UTC Amendment | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 1,230 | $36.07 | $44,366.10 |
DisclosureSEC source: 0000030625-23-000060 · wf-form4a_167718978780828.xml · nonDerivative · entry 4 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,588 Read SEC document |
| February 16, 2023 Filed Feb 23, 2023 22:03 UTC Amendment | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 3,253 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-23-000060 · wf-form4a_167718978780828.xml · nonDerivative · entry 3 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,818 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 16, 2023 Filed Feb 23, 2023 22:03 UTC Amendment | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 880 | $36.07 | $31,741.60 |
DisclosureSEC source: 0000030625-23-000060 · wf-form4a_167718978780828.xml · nonDerivative · entry 2 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,565 Read SEC document |
| February 16, 2023 Filed Feb 23, 2023 22:03 UTC Amendment | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 2,325 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-23-000060 · wf-form4a_167718978780828.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,445 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:59 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 3,587 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-23-000015 · wf-form4_167667113364140.xml · derivative · entry 3 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,947 Underlying: Common Stock · 3,587 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 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:59 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 1,457 | $36.75 | $53,544.75 |
DisclosureSEC source: 0000030625-23-000015 · wf-form4_167667113364140.xml · nonDerivative · entry 2 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,120 Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:59 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 3,665 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-23-000015 · wf-form4_167667113364140.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,577 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 15, 2023 Filed Feb 23, 2023 22:06 UTC Amendment | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 3,567 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-23-000066 · wf-form4a_167718995993858.xml · derivative · entry 3 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,967 Underlying: Common Stock · 3,567 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 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 · shares: This Form 4 corrects an inadvertent error in the number of restricted stock units originally reported as disposed of by the officer. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| February 15, 2023 Filed Feb 23, 2023 22:06 UTC Amendment | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 1,457 | $36.75 | $53,544.75 |
DisclosureSEC source: 0000030625-23-000066 · wf-form4a_167718995993858.xml · nonDerivative · entry 2 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,120 Read SEC document |
| February 15, 2023 Filed Feb 23, 2023 22:06 UTC Amendment | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 3,665 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-23-000066 · wf-form4a_167718995993858.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,577 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 16, 2022 Filed Feb 17, 2022 21:58 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 3,096 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-22-000015 · wf-form4_164513507166994.xml · derivative · entry 5 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,534 Underlying: Common Stock · 3,096 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 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| February 16, 2022 Filed Feb 17, 2022 21:58 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 1,254 | $33.36 | $41,833.44 |
DisclosureSEC source: 0000030625-22-000015 · wf-form4_164513507166994.xml · nonDerivative · entry 2 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,912 Read SEC document |
| February 16, 2022 Filed Feb 17, 2022 21:58 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 3,166 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-22-000015 · wf-form4_164513507166994.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,166 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 21:58 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPerformance Rights · Derivative | 10,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-22-000015 · wf-form4_164513507166994.xml · derivative · entry 4 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,990 Underlying: Common Stock · 10,700 shares Expires not disclosed F2 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2022 and ending on December 31, 2024 which are: 1) the issuer's return on invested capital ("ROIC") measured against the issuer's target ROIC for each calendar year during the performance period; and 2) the issuer's free cash flow ("FCF") as a percentage of net income over the entire performance period. The performance rights are also subject to 15% payout modifier (positive or negative) based on the issuer's relative total shareholder return ("TSR") in comparison to the TSR of companies that comprise the S&P 500 Industrial Index for the entire performance period. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F2 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2022 and ending on December 31, 2024 which are: 1) the issuer's return on invested capital ("ROIC") measured against the issuer's target ROIC for each calendar year during the performance period; and 2) the issuer's free cash flow ("FCF") as a percentage of net income over the entire performance period. The performance rights are also subject to 15% payout modifier (positive or negative) based on the issuer's relative total shareholder return ("TSR") in comparison to the TSR of companies that comprise the S&P 500 Industrial Index for the entire performance period. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F2 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2022 and ending on December 31, 2024 which are: 1) the issuer's return on invested capital ("ROIC") measured against the issuer's target ROIC for each calendar year during the performance period; and 2) the issuer's free cash flow ("FCF") as a percentage of net income over the entire performance period. The performance rights are also subject to 15% payout modifier (positive or negative) based on the issuer's relative total shareholder return ("TSR") in comparison to the TSR of companies that comprise the S&P 500 Industrial Index for the entire performance period. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 21:58 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantRestricted Stock Units · Derivative | 10,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-22-000015 · wf-form4_164513507166994.xml · derivative · entry 3 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,630 Underlying: Common Stock · 10,700 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:44 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPerformance Rights · Derivative | 9,290 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-21-000014 · wf-form4_161368823667639.xml · derivative · entry 3 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,290 Underlying: Common Stock · 9,290 shares Expires not disclosed F3 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% based on performance against two factors over a three-year performance cycle beginning on January 1, 2021 and ending on December 31, 2023: 1) the issuer's three year average free cash flow ("FCF") as a percentage of net income; and 2) the issuer's return on invested capital ("ROIC") measured against the issuer's targeted ROIC improvement under its operating plan. Additionally, a relative total shareholder return ("TSR") modifier will be applied that may result in a positive or negative 15% adjustment to the otherwise earned performance rights. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F3 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% based on performance against two factors over a three-year performance cycle beginning on January 1, 2021 and ending on December 31, 2023: 1) the issuer's three year average free cash flow ("FCF") as a percentage of net income; and 2) the issuer's return on invested capital ("ROIC") measured against the issuer's targeted ROIC improvement under its operating plan. Additionally, a relative total shareholder return ("TSR") modifier will be applied that may result in a positive or negative 15% adjustment to the otherwise earned performance rights. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F3 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% based on performance against two factors over a three-year performance cycle beginning on January 1, 2021 and ending on December 31, 2023: 1) the issuer's three year average free cash flow ("FCF") as a percentage of net income; and 2) the issuer's return on invested capital ("ROIC") measured against the issuer's targeted ROIC improvement under its operating plan. Additionally, a relative total shareholder return ("TSR") modifier will be applied that may result in a positive or negative 15% adjustment to the otherwise earned performance rights. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:44 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantRestricted Stock Units · Derivative | 6,640 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-21-000014 · wf-form4_161368823667639.xml · derivative · entry 2 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,930 Underlying: Common Stock · 6,640 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares). The restricted stock units vest over a three-year period, with one-third vesting on the second anniversary of the grant and the remaining two-thirds vesting on the third anniversary of the grant. F2 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares). The restricted stock units vest over a three-year period, with one-third vesting on the second anniversary of the grant and the remaining two-thirds vesting on the third anniversary of the grant. F2 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares). The restricted stock units vest over a three-year period, with one-third vesting on the second anniversary of the grant and the remaining two-thirds vesting on the third anniversary of the grant. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:44 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantRestricted Stock Units · Derivative | 9,290 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-21-000014 · wf-form4_161368823667639.xml · derivative · entry 1 Morytko Tamara · CIK 0001780203 · President, FPD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,290 Underlying: Common Stock · 9,290 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| May 29, 2020 Filed Jun 2, 2020 14:09 UTC | PIONEER ENERGY SERVICES LLC * · Entity 135051 | GrantCommon Stock | 55 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-014874 · doc4.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55 F1 · shares: 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 · shares: 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 · shares: 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. F3 · price: 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. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 10:50 UTC | PIONEER ENERGY SERVICES LLC PES · Entity 135051 | GrantCommon Stock | 81,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-008286 · edgar.xml · nonDerivative · entry 1 Morytko Tamara · CIK 0001780203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,012 F1 · shares: Shares represent a restricted stock award. The restrictions lapse on July 1, 2020. 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.