Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EnerSysENS · Entity 3750 | CTO and Pres. Precision Power | 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 | 25,432.412 |
Ending reported balance
After 2026-10-02 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-10-02 · Grant · Acquired 1.4552 · Balance 25,412.4552 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 901 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 3.2646 · Balance 25,415.7198 F2: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 2,022 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 6.375 · Balance 25,422.0948 F3: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,949 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 4 · 2026-10-02 · Grant · Acquired 5.1586 · Balance 25,427.2534 F4: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,196 unvested RSUs granted to the reporting person on August 14, 2026. These RSUs will be payable concurrent with the underlying RSUs. Row 5 · 2026-10-02 · Grant · Acquired 5.1586 · Balance 25,432.412 F5: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 3,196 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 901 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 2,022 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 3,949 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.
F4: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,196 unvested RSUs granted to the reporting person on August 14, 2026. These RSUs will be payable concurrent with the underlying RSUs.
F5: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 3,196 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 |
|---|---|---|---|---|---|---|
| August 16, 2024 Filed Aug 20, 2024 20:21 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 245.1026 | $96.46 | $23,642.60 |
DisclosureSEC source: 0001562180-24-006393 · primarydocument.xml · nonDerivative · entry 1 Matthews Mark E. · CIK 0002018289 · President, Specialty Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,087.4848 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, 2024 Filed Aug 13, 2024 20:18 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 352.7402 | $94.30 | $33,263.40 |
DisclosureSEC source: 0001562180-24-006221 · primarydocument.xml · nonDerivative · entry 3 Matthews Mark E. · CIK 0002018289 · President, Specialty Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,332.5874 F3 · 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, 2024 Filed Aug 13, 2024 20:18 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 273.1707 | $94.30 | $25,760.00 |
DisclosureSEC source: 0001562180-24-006221 · primarydocument.xml · nonDerivative · entry 2 Matthews Mark E. · CIK 0002018289 · President, Specialty Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,685.3276 F2 · 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, 2024 Filed Aug 13, 2024 20:18 UTC | EnerSys ENS · Entity 3750 | GrantStock Options · Derivative | 10,933 | $0.00 Strike: $103.73 | $0.00 |
DisclosureSEC source: 0001562180-24-006221 · primarydocument.xml · derivative · entry 4 Matthews Mark E. · CIK 0002018289 · President, Specialty Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,933 Underlying: Common Stock · 10,933 shares Expires 2034-08-09 F4 · derivative.exercise_date: These options vest in three equal annual installments beginning on August 9, 2025, 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 09, 2024 Filed Aug 13, 2024 20:18 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006221 · primarydocument.xml · nonDerivative · entry 1 Matthews Mark E. · CIK 0002018289 · President, Specialty Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,958.4983 F1 · shares: These shares were granted as Restricted Stock Units that vest twenty-five percent on each of August 9, 2025, August 9, 2026, August 9, 2027, and August 9, 2028, 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 28, 2024 Filed Jul 2, 2024 20:21 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.7107 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005492 · primarydocument.xml · nonDerivative · entry 4 Matthews Mark E. · CIK 0002018289 · President, Specialty Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,981.4983 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,511 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 |
| June 28, 2024 Filed Jul 2, 2024 20:21 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.4638 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005492 · primarydocument.xml · nonDerivative · entry 3 Matthews Mark E. · CIK 0002018289 · President, Specialty Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,973.7876 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 3,368 unvested RSUs granted to the reporting person on August 12, 2022, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 20:21 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 3.4645 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005492 · primarydocument.xml · nonDerivative · entry 2 Matthews Mark E. · CIK 0002018289 · President, Specialty Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,966.3238 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 1,548 unvested RSUs granted to the reporting person on August 16, 2021, and adjusted for previously declared and paid cash dividends. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 20:21 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2.0941 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005492 · primarydocument.xml · nonDerivative · entry 1 Matthews Mark E. · CIK 0002018289 · President, Specialty Global 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,962.8593 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on June 28, 2024, to stockholders of record as of June 14, 2024 (the "Dividend"), with respect to 928 unvested RSUs granted to the reporting person on August 17, 2020, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are 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.