Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EnerSysENS · Entity 3750 | Director · President and CEO | October 02, 2026 | October 06, 2026 |
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 | 101,310.8252 |
Ending reported balance
After 2026-10-02 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-10-02 · Grant · Acquired 2.1878 · Balance 101,214.1878 F1: These shares were granted in the form of Restricted Stock Units ("RSUs"), 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 1,355 unvested RSUs granted to the reporting person on August 11, 2023, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Row 2 · 2026-10-02 · Grant · Acquired 6.0941 · Balance 101,220.2819 F2: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,775 unvested RSUs granted to the reporting person on August 9, 2024, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Row 3 · 2026-10-02 · Grant · Acquired 6.304 · Balance 101,226.5859 F3: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,905 unvested RSUs granted to the reporting person on November 8, 2024, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Row 4 · 2026-10-02 · Grant · Acquired 28.6923 · Balance 101,255.2782 F4: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 17,776 unvested RSUs granted to the reporting person on August 8, 2025, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Row 5 · 2026-10-02 · Grant · Acquired 27.7735 · Balance 101,283.0517 F5: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 17,207 unvested RSUs granted to the reporting person on August 14, 2026, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Row 6 · 2026-10-02 · Grant · Acquired 27.7735 · Balance 101,310.8252 F6: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 17,207 PSUs granted to the reporting person on August 14, 2026. These PSUs will be payable concurrently with the underlying PSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on October 2, 2026, to stockholders of record as of September 18, 2026 (the "Dividend"), with respect to 1,355 unvested RSUs granted to the reporting person on August 11, 2023, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs.
F2: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,775 unvested RSUs granted to the reporting person on August 9, 2024, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs.
F3: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,905 unvested RSUs granted to the reporting person on November 8, 2024, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs.
F4: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 17,776 unvested RSUs granted to the reporting person on August 8, 2025, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs.
F5: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 17,207 unvested RSUs granted to the reporting person on August 14, 2026, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs.
F6: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 17,207 PSUs granted to the reporting person on August 14, 2026. These PSUs will be payable concurrently with the underlying PSUs.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 02, 2026 Filed Oct 6, 2026 20:15 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 27.7735 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-032197 · rdgdoc.xml · nonDerivative · entry 6 O'Connell Shawn M. · CIK 0001772687 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,310.8252 F6 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 17,207 PSUs granted to the reporting person on August 14, 2026. These PSUs will be payable concurrently with the underlying PSUs. Read SEC document |
| October 02, 2026 Filed Oct 6, 2026 20:15 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 27.7735 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-032197 · rdgdoc.xml · nonDerivative · entry 5 O'Connell Shawn M. · CIK 0001772687 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,283.0517 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 17,207 unvested RSUs granted to the reporting person on August 14, 2026, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| October 02, 2026 Filed Oct 6, 2026 20:15 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 28.6923 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-032197 · rdgdoc.xml · nonDerivative · entry 4 O'Connell Shawn M. · CIK 0001772687 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,255.2782 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 17,776 unvested RSUs granted to the reporting person on August 8, 2025, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| October 02, 2026 Filed Oct 6, 2026 20:15 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.304 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-032197 · rdgdoc.xml · nonDerivative · entry 3 O'Connell Shawn M. · CIK 0001772687 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,226.5859 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,905 unvested RSUs granted to the reporting person on November 8, 2024, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| October 02, 2026 Filed Oct 6, 2026 20:15 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.0941 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-032197 · rdgdoc.xml · nonDerivative · entry 2 O'Connell Shawn M. · CIK 0001772687 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,220.2819 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,775 unvested RSUs granted to the reporting person on August 9, 2024, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| October 02, 2026 Filed Oct 6, 2026 20:15 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.1878 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-032197 · rdgdoc.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,214.1878 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), 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 1,355 unvested RSUs granted to the reporting person on August 11, 2023, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 17,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-028398 · rdgdoc.xml · nonDerivative · entry 2 O'Connell Shawn M. · CIK 0001772687 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,212 F2 · shares: These shares were granted as performance-based stock units ("PSUs"). Each PSU converts into the number of shares of common stock determined by applying a performance adjustment percentage to the number of units vesting on the third anniversary of the date of grant. The performance adjustment percentage is based on the cumulative adjusted EPS over the three year vesting period relative to a target cumulative adjusted EPS. The minimum performance adjustment percentage is 0% and the maximum performance adjustment percentage is 300%. These shares represent the PSUs granted, assuming a performance adjustment percentage of 100%. These PSUs are subject to acceleration or forfeiture in certain specified circumstances, including pursuant to the terms of the clawback policy adopted by the Board of Directors. Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 20:38 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 17,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-028398 · rdgdoc.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,005 F1 · shares: These shares were granted as Restricted Stock Units that vest one-third on each of August 14, 2027, August 14, 2028, and August 14, 2029, subject to acceleration or forfeiture in certain specified circumstances, including the terms of the clawback policy adopted by the Board of Directors. Read SEC document |
| August 12, 2026 Filed Aug 13, 2026 20:16 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 795 | $186.21 | $148,036.95 |
DisclosureSEC source: 0001437749-26-027687 · rdgdoc.xml · nonDerivative · entry 2 O'Connell Shawn M. · CIK 0001772687 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,798 F2 · shares: Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person on August 12, 2022. Read SEC document |
| August 11, 2026 Filed Aug 13, 2026 20:16 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 590 | $186.30 | $109,917.00 |
DisclosureSEC source: 0001437749-26-027687 · rdgdoc.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,593 F1 · shares: Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person on August 11, 2023. Read SEC document |
| August 09, 2026 Filed Aug 11, 2026 20:33 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 822 | $191.72 | $157,593.84 |
DisclosureSEC source: 0001437749-26-027035 · rdgdoc.xml · nonDerivative · entry 2 O'Connell Shawn M. · CIK 0001772687 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,183 F2 · shares: Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person on August 9, 2024. Read SEC document |
| August 08, 2026 Filed Aug 11, 2026 20:33 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 2,577 | $191.72 | $494,062.44 |
DisclosureSEC source: 0001437749-26-027035 · rdgdoc.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,005 F1 · shares: Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person on August 8, 2025. Read SEC document |
| July 02, 2026 Filed Jul 6, 2026 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 27.2627 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022782 · rdgdoc.xml · nonDerivative · entry 5 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,582.4884 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 23,674 unvested RSUs granted to the reporting person on August 8, 2025, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| July 02, 2026 Filed Jul 6, 2026 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4.4924 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022782 · rdgdoc.xml · nonDerivative · entry 4 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,555.2257 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,901 unvested RSUs granted to the reporting person on November 8, 2024, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| July 02, 2026 Filed Jul 6, 2026 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.5149 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022782 · rdgdoc.xml · nonDerivative · entry 3 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,550.7333 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 5,657 unvested RSUs granted to the reporting person on August 9, 2024, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| July 02, 2026 Filed Jul 6, 2026 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3.1171 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022782 · rdgdoc.xml · nonDerivative · entry 2 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,544.2184 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,706 unvested RSUs granted to the reporting person on August 11, 2023, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| July 02, 2026 Filed Jul 6, 2026 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.1013 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022782 · rdgdoc.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,541.1013 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), 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 1,824 unvested RSUs granted to the reporting person on August 12, 2022, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 20:34 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 38.5367 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-010690 · rdgdoc.xml · nonDerivative · entry 5 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,539.4722 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 23,636 unvested RSUs granted to the reporting person on August 8, 2025, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 20:34 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.3502 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-010690 · rdgdoc.xml · nonDerivative · entry 4 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,500.9355 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,895 unvested RSUs granted to the reporting person on November 8, 2024, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 20:34 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.209 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-010690 · rdgdoc.xml · nonDerivative · entry 3 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,494.5853 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 5,648 unvested RSUs granted to the reporting person on August 9, 2024, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 20:34 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4.4061 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-010690 · rdgdoc.xml · nonDerivative · entry 2 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,485.3763 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,702 unvested RSUs granted to the reporting person on August 11, 2023, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 20:34 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.9702 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-010690 · rdgdoc.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,480.9702 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), 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 1,822 unvested RSUs granted to the reporting person on August 12, 2022, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. F2 · balance_after: Adjusted for previous arithmetic error. Read SEC document |
| December 26, 2025 Filed Dec 30, 2025 21:53 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 42.0574 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-038973 · rdgdoc.xml · nonDerivative · entry 5 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,040.0882 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 23,594 unvested RSUs granted to the reporting person on August 8, 2025, and adjusted for a previously declared and paid cash dividend. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| December 26, 2025 Filed Dec 30, 2025 21:53 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.9303 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-038973 · rdgdoc.xml · nonDerivative · entry 4 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,998.0308 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,888 unvested RSUs granted to the reporting person on November 8, 2024, and adjusted for a previously declared and paid cash dividend. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| December 26, 2025 Filed Dec 30, 2025 21:53 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.0503 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-038973 · rdgdoc.xml · nonDerivative · entry 3 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,991.1005 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 5,638 unvested RSUs granted to the reporting person on August 9, 2024, and adjusted for a previously declared and paid cash dividend. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| December 26, 2025 Filed Dec 30, 2025 21:53 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4.8086 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-038973 · rdgdoc.xml · nonDerivative · entry 2 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,981.0502 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,698 unvested RSUs granted to the reporting person on August 11, 2023, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| December 26, 2025 Filed Dec 30, 2025 21:53 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3.2416 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-038973 · rdgdoc.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,976.2416 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), 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 1,819 unvested RSUs granted to the reporting person on August 12, 2022, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| November 06, 2025 Filed Nov 7, 2025 22:06 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionStock Option · Derivative | 15,950 | $0.00 Strike: $100.99 | $0.00 |
DisclosureSEC source: 0001437749-25-033891 · rdgdoc.xml · derivative · entry 9 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,950 shares Expires 2031-08-16 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. F3 · derivative.exercise_date: These options vest in three equal annual installments beginning on August 16, 2021, subject to acceleration or forfeiture in certain specified circumstances. Read SEC document |
| November 06, 2025 Filed Nov 7, 2025 22:06 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionStock Option · Derivative | 6,778 | $0.00 Strike: $82.93 | $0.00 |
DisclosureSEC source: 0001437749-25-033891 · rdgdoc.xml · derivative · entry 8 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,778 shares Expires 2030-08-17 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. F2 · derivative.exercise_date: These options vest in three equal annual installments beginning on August 17, 2020, subject to acceleration or forfeiture in certain specified circumstances. Read SEC document |
| November 06, 2025 Filed Nov 7, 2025 22:06 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionStock Option · Derivative | 20,799 | $0.00 Strike: $77.97 | $0.00 |
DisclosureSEC source: 0001437749-25-033891 · rdgdoc.xml · derivative · entry 7 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,799 shares Expires 2032-08-12 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_date: These options vest in three equal annual installments beginning on August 12, 2022, subject to acceleration or forfeiture in certain specified circumstances. Read SEC document |
| November 06, 2025 Filed Nov 7, 2025 22:06 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 13,979 | $129.26 | $1,806,925.54 |
DisclosureSEC source: 0001437749-25-033891 · rdgdoc.xml · nonDerivative · entry 6 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,973 Read SEC document |
| November 06, 2025 Filed Nov 7, 2025 22:06 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionCommon Stock | 15,950 | $100.99 | $1,610,790.50 |
DisclosureSEC source: 0001437749-25-033891 · rdgdoc.xml · nonDerivative · entry 5 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,952 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 |
| November 06, 2025 Filed Nov 7, 2025 22:06 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 5,406 | $129.26 | $698,779.56 |
DisclosureSEC source: 0001437749-25-033891 · rdgdoc.xml · nonDerivative · entry 4 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,002 Read SEC document |
| November 06, 2025 Filed Nov 7, 2025 22:06 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionCommon Stock | 6,778 | $82.93 | $562,099.54 |
DisclosureSEC source: 0001437749-25-033891 · rdgdoc.xml · nonDerivative · entry 3 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,408 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 |
| November 06, 2025 Filed Nov 7, 2025 22:06 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 16,136 | $129.26 | $2,085,739.36 |
DisclosureSEC source: 0001437749-25-033891 · rdgdoc.xml · nonDerivative · entry 2 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,630 Read SEC document |
| November 06, 2025 Filed Nov 7, 2025 22:06 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionCommon Stock | 20,799 | $77.97 | $1,621,698.03 |
DisclosureSEC source: 0001437749-25-033891 · rdgdoc.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,766 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 |
| September 26, 2025 Filed Sep 30, 2025 23:53 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 55.4763 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-225510 · ownership.xml · nonDerivative · entry 5 O'Connell Shawn M. · CIK 0001772687 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,966.8628 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 23,594 unvested RSUs granted to the reporting person on August 8, 2025. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| September 26, 2025 Filed Sep 30, 2025 23:53 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 12.1895 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-225510 · ownership.xml · nonDerivative · entry 4 O'Connell Shawn M. · CIK 0001772687 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,911.3865 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 5,184 unvested RSUs granted to the reporting person on November 8, 2024. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| September 26, 2025 Filed Sep 30, 2025 23:53 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 13.257 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-225510 · ownership.xml · nonDerivative · entry 3 O'Connell Shawn M. · CIK 0001772687 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,899.197 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 5,638 unvested RSUs granted to the reporting person on August 9, 2024. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| September 26, 2025 Filed Sep 30, 2025 23:53 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 6.3429 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-225510 · ownership.xml · nonDerivative · entry 2 O'Connell Shawn M. · CIK 0001772687 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,885.94 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,698 unvested RSUs granted to the reporting person on August 11, 2023, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| September 26, 2025 Filed Sep 30, 2025 23:53 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4.2759 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-225510 · ownership.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,879.5971 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on September 26, 2025, to stockholders of record as of September 12, 2025 (the "Dividend"), with respect to 1,819 unvested RSUs granted to the reporting person on August 12, 2022, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| August 16, 2025 Filed Aug 19, 2025 20:15 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 558.3458 | $98.33 | $54,902.14 |
DisclosureSEC source: 0001562180-25-005879 · primarydocument.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,875.3212 F1 · shares: Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person on August 16, 2021. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 20:15 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 790.0762 | $95.39 | $75,365.37 |
DisclosureSEC source: 0001562180-25-005770 · primarydocument.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,433.667 F1 · shares: Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person on August 12, 2022. Read SEC document |
| August 11, 2025 Filed Aug 12, 2025 22:46 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 586.0013 | $95.60 | $56,021.72 |
DisclosureSEC source: 0001562180-25-005729 · primarydocument.xml · nonDerivative · entry 3 O'Connell Shawn M. · CIK 0001772687 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,223.7432 F3 · shares: Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person on August 11, 2023. Read SEC document |
| August 09, 2025 Filed Aug 12, 2025 22:46 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 816.1095 | $95.60 | $78,020.07 |
DisclosureSEC source: 0001562180-25-005729 · primarydocument.xml · nonDerivative · entry 2 O'Connell Shawn M. · CIK 0001772687 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,809.7445 F2 · shares: Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person on August 9, 2024. Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 22:46 UTC | EnerSys ENS · Entity 3750 | GrantStock Options (Right to buy) · Derivative | 65,161 | $0.00 Strike: $105.16 | $0.00 |
DisclosureSEC source: 0001562180-25-005729 · primarydocument.xml · derivative · entry 4 O'Connell Shawn M. · CIK 0001772687 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,161 Underlying: Common Stock · 65,161 shares Expires 2035-08-08 F4 · derivative.exercise_date: These options vest in three equal annual installments beginning on August 8, 2026, subject to acceleration or forfeiture in certain specified circumstances, including the terms of the clawback policy adopted by the Board of Directors. Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 22:46 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 23,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005729 · primarydocument.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,625.854 F1 · shares: These shares were granted as Restricted Stock Units that vest twenty-five percent on each of August 8, 2026, August 8, 2027, August 8, 2028, and August 8, 2029, subject to acceleration or forfeiture in certain specified circumstances, including the terms of the clawback policy adopted by the Board of Directors. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 22:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 14.3054 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005131 · primarydocument.xml · nonDerivative · entry 5 O'Connell Shawn M. · CIK 0001772687 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,089.854 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 5,171 unvested RSUs granted to the reporting person on November 8, 2024, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 22:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 20.7453 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005131 · primarydocument.xml · nonDerivative · entry 4 O'Connell Shawn M. · CIK 0001772687 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,075.5486 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 7,499 unvested RSUs granted to the reporting person on August 9, 2024, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 22:05 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 11.1673 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005131 · primarydocument.xml · nonDerivative · entry 3 O'Connell Shawn M. · CIK 0001772687 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,054.8033 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 4,037 unvested RSUs granted to the reporting person on August 11, 2023, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.