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 |
|---|---|---|---|---|---|---|
| March 27, 2020 Filed Mar 31, 2020 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3.9305 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021819 · doc4.xml · nonDerivative · entry 3 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,003.6867 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 1,052 unvested RSUs granted to the reporting person on May 9, 2017, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.8636 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021819 · doc4.xml · nonDerivative · entry 2 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,999.7562 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 759 unvested RSUs granted to the reporting person on May 16, 2016, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3.5047 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021819 · doc4.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,996.8926 F1 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the cash dividend paid on March 27, 2020 to stockholders of record as of March 13, 2020 (the "Dividend"), with respect to 1,236 PSUs granted to the reporting person on May 16, 2016, and adjusted for vesting on May 16, 2019 and previously declared and paid cash dividends. These PSUs will be payable concurrently with the underlying PSUs. Read SEC document |
| December 27, 2019 Filed Dec 31, 2019 21:28 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.4035 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-062272 · doc4.xml · nonDerivative · entry 10 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,993.3879 F10 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 3,946 PSUs granted to the reporting person on August 12, 2019, and adjusted for a previously declared and paid cash dividend. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| December 27, 2019 Filed Dec 31, 2019 21:28 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.6806 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-062272 · doc4.xml · nonDerivative · entry 9 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,983.9844 F9 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 3,223 PSUs granted to the reporting person on August 12, 2019, and adjusted for a previously declared and paid cash dividend. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| December 27, 2019 Filed Dec 31, 2019 21:28 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8.2525 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-062272 · doc4.xml · nonDerivative · entry 8 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,976.3038 F8 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,463 RSUs granted to the reporting person on August 12, 2019, and adjusted for a previously declared and paid cash dividend. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| December 27, 2019 Filed Dec 31, 2019 21:28 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.5377 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-062272 · doc4.xml · nonDerivative · entry 7 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,968.0513 F7 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 639 PSUs granted to the reporting person on August 13, 2018, and adjusted for previously declared and paid cash dividends. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| December 27, 2019 Filed Dec 31, 2019 21:28 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.2201 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-062272 · doc4.xml · nonDerivative · entry 6 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,966.5136 F6 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 507 PSUs granted to the reporting person on August 13, 2018, and adjusted for previously declared and paid cash dividends. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| December 27, 2019 Filed Dec 31, 2019 21:28 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4.2017 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-062272 · doc4.xml · nonDerivative · entry 5 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,965.2935 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,328 RSUs granted to the reporting person on August 13, 2018, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| December 27, 2019 Filed Dec 31, 2019 21:28 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.0166 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-062272 · doc4.xml · nonDerivative · entry 4 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,961.0919 F4 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 828 unvested PSUs granted to the reporting person on May 9, 2017, and adjusted for previously declared and paid cash dividends. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| December 27, 2019 Filed Dec 31, 2019 21:28 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.5621 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-062272 · doc4.xml · nonDerivative · entry 3 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,959.0753 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 1,052 unvested RSUs granted to the reporting person on May 9, 2017, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| December 27, 2019 Filed Dec 31, 2019 21:28 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.8666 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-062272 · doc4.xml · nonDerivative · entry 2 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,956.5132 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 759 unvested RSUs granted to the reporting person on May 16, 2016, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| December 27, 2019 Filed Dec 31, 2019 21:28 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.2846 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-062272 · doc4.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,954.6466 F1 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the cash dividend paid on December 27, 2019 to stockholders of record as of December 13, 2019 (the "Dividend"), with respect to 1,236 PSUs granted to the reporting person on May 16, 2016, and adjusted for vesting on May 16, 2019 and previously declared and paid cash dividends. These PSUs will be payable concurrently with the underlying PSUs. Read SEC document |
| September 27, 2019 Filed Oct 1, 2019 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.4613 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-051296 · doc4.xml · nonDerivative · entry 10 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,952.362 F10 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 3,946 PSUs granted to the reporting person on August 12, 2019. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| September 27, 2019 Filed Oct 1, 2019 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 8.5445 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-051296 · doc4.xml · nonDerivative · entry 9 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,941.9007 F9 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 3,223 PSUs granted to the reporting person on August 12, 2019. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| September 27, 2019 Filed Oct 1, 2019 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 9.1808 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-051296 · doc4.xml · nonDerivative · entry 8 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,933.3562 F8 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,463 RSUs granted to the reporting person on August 12, 2019. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| September 27, 2019 Filed Oct 1, 2019 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.7107 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-051296 · doc4.xml · nonDerivative · entry 7 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,924.1754 F7 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 639 PSUs granted to the reporting person on August 13, 2018, and adjusted for previously declared and paid cash dividends. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| September 27, 2019 Filed Oct 1, 2019 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.3573 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-051296 · doc4.xml · nonDerivative · entry 6 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,922.4647 F6 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 507 PSUs granted to the reporting person on August 13, 2018, and adjusted for previously declared and paid cash dividends. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| September 27, 2019 Filed Oct 1, 2019 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4.6743 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-051296 · doc4.xml · nonDerivative · entry 5 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,921.1074 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,328 RSUs granted to the reporting person on August 13, 2018, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| September 27, 2019 Filed Oct 1, 2019 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.2434 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-051296 · doc4.xml · nonDerivative · entry 4 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,916.4331 F4 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 828 unvested PSUs granted to the reporting person on May 9, 2017, and adjusted for previously declared and paid cash dividends. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| September 27, 2019 Filed Oct 1, 2019 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.8503 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-051296 · doc4.xml · nonDerivative · entry 3 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,914.1897 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 1,052 unvested RSUs granted to the reporting person on May 9, 2017, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| September 27, 2019 Filed Oct 1, 2019 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.0766 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-051296 · doc4.xml · nonDerivative · entry 2 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,911.3394 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 759 unvested RSUs granted to the reporting person on May 16, 2016, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| September 27, 2019 Filed Oct 1, 2019 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.5415 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-051296 · doc4.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,909.2627 F1 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the cash dividend paid on September 27, 2019 to stockholders of record as of September 13, 2019 (the "Dividend"), with respect to 1,236 PSUs granted to the reporting person on May 16, 2016, and adjusted for vesting on May 16, 2019 and previously declared and paid cash dividends. These PSUs will be payable concurrently with the underlying PSUs. Read SEC document |
| August 12, 2019 Filed Aug 15, 2019 20:20 UTC | EnerSys ENS · Entity 3750 | GrantStock Options · Derivative | 13,055 | $0.00 Strike: $57.75 | $0.00 |
DisclosureSEC source: 0001209191-19-046126 · doc4.xml · derivative · entry 4 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,055 Underlying: Common Stock · 13,055 shares Expires 2029-08-12 F2 · date: This grant was made after markets had closed. F5 · derivative.exercise_date: The options vest in three equal annual installments beginning on August 12, 2020, subject to acceleration or forfeiture in certain specified circumstances. Read SEC document |
| August 12, 2019 Filed Aug 15, 2019 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3,946 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-046126 · doc4.xml · nonDerivative · entry 3 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,906.7212 F4 · security: These shares were granted as performance share units and vest one hundred percent on August 12, 2022, with an additional one year holding period (4 years total until settlement), subject to acceleration and cancellation upon the occurrence of certain events. Each performance share unit converts into the number of shares of common stock determined by applying an EPS Performance multiplier to the number of units vesting on the third anniversary of the date of grant. The EPS Performance multiplier is based on the cumulative adjusted EPS over the three year vesting period relative to a target cumulative adjusted EPS. The minimum EPS Performance multiplier is 0% and the maximum EPS Performance multiplier is 200%. These shares represent the performance share units granted, assuming an EPS Performance multiplier of 100%. F2 · date: This grant was made after markets had closed. Read SEC document |
| August 12, 2019 Filed Aug 15, 2019 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-046126 · doc4.xml · nonDerivative · entry 2 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,960.7212 F3 · security: These shares were granted as performance share units and vest one hundred percent on August 12, 2022, with an additional one year holding period (4 years total until settlement), subject to acceleration and cancellation upon the occurrence of certain events. Each performance share unit converts into the number of shares of common stock determined by applying the TSR multiplier to the number of units vesting on the third anniversary of the date of grant. The TSR multiplier is based on relative TSR performance versus peers over the three year vesting period. The peer group is the S&P Small Cap 600 Industrial Index, of which EnerSys is a member, and consists of approximately 100 companies. The minimum TSR multiplier is 0% and the maximum TSR multiplier is 200%. These shares represent the performance share units granted, assuming a TSR multiplier of 100%. F2 · date: This grant was made after markets had closed. Read SEC document |
| August 12, 2019 Filed Aug 15, 2019 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-046126 · doc4.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,737.7212 F1 · security: These shares were granted as restricted stock units that vest twenty-five percent on each of August 12, 2020, August 12, 2021, August 12, 2023, and August 12, 2024, subject to acceleration or forfeiture in certain specified circumstances. F2 · date: This grant was made after markets had closed. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 20:18 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.8153 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-040252 · doc4.xml · nonDerivative · entry 7 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,274.7212 F7 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 639 PSUs granted to the reporting person on August 13, 2018, and adjusted for previously declared and paid cash dividends. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 20:18 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1.4403 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-040252 · doc4.xml · nonDerivative · entry 6 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,272.9059 F6 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 507 PSUs granted to the reporting person on August 13, 2018, and adjusted for previously declared and paid cash dividends. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 20:18 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 4.9602 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-040252 · doc4.xml · nonDerivative · entry 5 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,271.4656 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,328 RSUs granted to the reporting person on August 13, 2018, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 20:18 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.3806 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-040252 · doc4.xml · nonDerivative · entry 4 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,266.5054 F4 · shares: These shares were granted in the form of PSUs, in connection with the Dividend, with respect to 828 unvested PSUs granted to the reporting person on May 9, 2017, and adjusted for previously declared and paid cash dividends. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 20:18 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3.0247 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-040252 · doc4.xml · nonDerivative · entry 3 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,264.1247 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 1,052 unvested RSUs granted to the reporting person on May 9, 2017, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 20:18 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.2036 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-040252 · doc4.xml · nonDerivative · entry 2 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,261.1 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 759 unvested RSUs granted to the reporting person on May 16, 2016, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 20:18 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.697 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-040252 · doc4.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,258.8964 F1 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the cash dividend paid on June 28, 2019 to stockholders of record as of June 14, 2019 (the "Dividend"), with respect to 1,236 PSUs granted to the reporting person on May 16, 2016, and adjusted for vesting on May 16, 2019 and previously declared and paid cash dividends. These PSUs will be payable concurrently with the underlying PSUs. Read SEC document |
| May 16, 2019 Filed May 21, 2019 00:47 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 23.006 | $63.31 | $1,456.51 |
DisclosureSEC source: 0001209191-19-031580 · doc4.xml · nonDerivative · entry 3 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,256.1994 F3 · kind: Shares were forfeited in connection with the vesting of performance share units granted to the reporting person on May 16, 2016. Read SEC document |
| May 16, 2019 Filed May 21, 2019 00:47 UTC | EnerSys ENS · Entity 3750 | Disposition to issuerCommon Stock | 293 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-031580 · doc4.xml · nonDerivative · entry 2 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,279.2054 F2 · kind: Represents excess shares previously reported in connection with performance share units originally granted to the reporting person on May 16, 2016. Upon vesting, the market share units achieved a payout factor of 0.77. Read SEC document |
| May 16, 2019 Filed May 21, 2019 00:47 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 223.1228 | $63.31 | $14,125.90 |
DisclosureSEC source: 0001209191-19-031580 · doc4.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,572.2054 F1 · kind: Shares were forfeited in connection with the vesting of restricted stock units granted to the reporting person on May 16, 2016. Read SEC document |
| May 15, 2019 Filed May 17, 2019 20:32 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 163.0602 | $62.77 | $10,235.29 |
DisclosureSEC source: 0001209191-19-030954 · doc4.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,795.3282 F1 · date: Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person on August 13, 2018. Read SEC document |
| May 12, 2019 Filed May 14, 2019 20:28 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 133.2009 | $65.73 | $8,755.30 |
DisclosureSEC source: 0001209191-19-029651 · doc4.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,958.3884 F1 · kind: Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person on May 12, 2015. Read SEC document |
| May 09, 2019 Filed May 10, 2019 20:29 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 176.0797 | $66.06 | $11,631.82 |
DisclosureSEC source: 0001209191-19-028924 · doc4.xml · nonDerivative · entry 1 O'Connell Shawn M. · CIK 0001772687 · Pres, Motive Power Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,091.5893 F1 · date: Shares were forfeited in connection with the vesting of restricted stock units granted to the reporting person on May 9, 2017. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.