Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EnerSysENS · Entity 3750 | CEO | March 28, 2025 | April 01, 2025 |
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 March 28, 2025 · Filed April 01, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 77,285.3076 |
Ending reported balance
After 2025-03-28 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-03-28 · Grant · Acquired 16.9641 · Balance 77,103.074 F1: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on March 28, 2025, to stockholders of record as of March 14, 2025 (the "Dividend"), with respect to 6,351 unvested RSUs granted to the reporting person on August 16, 2021, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Row 2 · 2025-03-28 · Grant · Acquired 48.7427 · Balance 77,151.8167 F2: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 18,429 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. Row 3 · 2025-03-28 · Grant · Acquired 55.0038 · Balance 77,206.8205 F3: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 20,985 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. Row 4 · 2025-03-28 · Grant · Acquired 78.4871 · Balance 77,285.3076 F4: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 30,223 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. |
| Common StockSEC Table I · non-derivative | Indirectby Spouse | 1 |
Reported balance
Holding disclosure · report date 2025-03-28 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1 |
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 March 28, 2025, to stockholders of record as of March 14, 2025 (the "Dividend"), with respect to 6,351 unvested RSUs granted to the reporting person on August 16, 2021, 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 18,429 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.
F3: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 20,985 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.
F4: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 30,223 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.
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 28, 2025 Filed Apr 1, 2025 21:09 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 78.4871 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-002861 · primarydocument.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,285.3076 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 30,223 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 |
| March 28, 2025 Filed Apr 1, 2025 21:09 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 55.0038 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-002861 · primarydocument.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,206.8205 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 20,985 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 28, 2025 Filed Apr 1, 2025 21:09 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 48.7427 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-002861 · primarydocument.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,151.8167 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 18,429 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 |
| March 28, 2025 Filed Apr 1, 2025 21:09 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 16.9641 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-002861 · primarydocument.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,103.074 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on March 28, 2025, to stockholders of record as of March 14, 2025 (the "Dividend"), with respect to 6,351 unvested RSUs granted to the reporting person on August 16, 2021, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 21:25 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 138 | $102.03 | $14,080.14 |
DisclosureSEC source: 0001562180-25-001726 · primarydocument.xml · nonDerivative · entry 6 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 2 Disclosed balance after: 0 F4 · price: This transaction was executed in multiple trades at prices ranging from $102.00 to $102.04. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 21:25 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 3,991 | $101.37 | $404,567.67 |
DisclosureSEC source: 0001562180-25-001726 · primarydocument.xml · nonDerivative · entry 5 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 2 Disclosed balance after: 138 F3 · price: This transaction was executed in multiple trades at prices ranging from $101.01 to $101.99. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 21:25 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 1,560 | $100.42 | $156,655.20 |
DisclosureSEC source: 0001562180-25-001726 · primarydocument.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 2 Disclosed balance after: 4,129 F1 · price: This transaction was executed in multiple trades at prices ranging from $100.01 to $100.98. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 21:25 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 137 | $102.03 | $13,978.11 |
DisclosureSEC source: 0001562180-25-001726 · primarydocument.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 1 Disclosed balance after: 0 F4 · price: This transaction was executed in multiple trades at prices ranging from $102.00 to $102.04. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 21:25 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 3,991 | $101.37 | $404,567.67 |
DisclosureSEC source: 0001562180-25-001726 · primarydocument.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 1 Disclosed balance after: 137 F3 · price: This transaction was executed in multiple trades at prices ranging from $101.01 to $101.99. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 21:25 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 1,561 | $100.42 | $156,755.62 |
DisclosureSEC source: 0001562180-25-001726 · primarydocument.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 1 Disclosed balance after: 4,128 F1 · price: This transaction was executed in multiple trades at prices ranging from $100.01 to $100.98. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 21:19 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 228 | $102.07 | $23,271.96 |
DisclosureSEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 12 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 2 Disclosed balance after: 5,689 F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 21:19 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 11,462 | $101.40 | $1,162,246.80 |
DisclosureSEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 11 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 2 Disclosed balance after: 5,917 F8 · price: This transaction was executed in multiple trades at prices ranging from $101.00 to $101.97. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 21:19 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 7,349 | $100.74 | $740,338.26 |
DisclosureSEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 10 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 2 Disclosed balance after: 17,379 F6 · price: This transaction was executed in multiple trades at prices ranging from $100.00 to $100.98. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 21:19 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 228 | $102.07 | $23,271.96 |
DisclosureSEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 9 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 1 Disclosed balance after: 5,689 F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 21:19 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 11,463 | $101.40 | $1,162,348.20 |
DisclosureSEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 8 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 1 Disclosed balance after: 5,917 F7 · price: This transaction was executed in multiple trades at prices ranging from $101.00 to $101.97. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 21:19 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 7,348 | $100.74 | $740,237.52 |
DisclosureSEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 7 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 1 Disclosed balance after: 17,380 F6 · price: This transaction was executed in multiple trades at prices ranging from $100.00 to $100.98. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:19 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 700 | $103.56 | $72,492.00 |
DisclosureSEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 6 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 2 Disclosed balance after: 24,728 F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:19 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 13,102 | $102.31 | $1,340,465.62 |
DisclosureSEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 5 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 2 Disclosed balance after: 25,428 F5 · price: This transaction was executed in multiple trades at prices ranging from $102.00 to $102.92. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:19 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 4,237 | $101.85 | $431,538.45 |
DisclosureSEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 2 Disclosed balance after: 38,530 F4 · price: This transaction was executed in multiple trades at prices ranging from $101.48 to $101.99. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:19 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 700 | $103.56 | $72,492.00 |
DisclosureSEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 1 Disclosed balance after: 24,728 F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:19 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 13,104 | $102.31 | $1,340,670.24 |
DisclosureSEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 1 Disclosed balance after: 25,428 F3 · price: This transaction was executed in multiple trades at prices ranging from $102.00 to $102.92. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:19 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 4,235 | $101.85 | $431,334.75 |
DisclosureSEC source: 0001562180-25-001596 · primarydocument.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 1 Disclosed balance after: 38,532 F1 · price: This transaction was executed in multiple trades at prices ranging from $101.48 to $101.99. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 20, 2025 Filed Feb 21, 2025 21:22 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 400 | $103.01 | $41,204.00 |
DisclosureSEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 14 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 2 Disclosed balance after: 42,767 F15 · price: This transaction was executed in multiple trades at prices ranging from $103.00 to $103.09. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 20, 2025 Filed Feb 21, 2025 21:22 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 5,286 | $102.64 | $542,555.04 |
DisclosureSEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 13 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 2 Disclosed balance after: 43,167 F14 · price: This transaction was executed in multiple trades at prices ranging from $102.00 to $102.98. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 20, 2025 Filed Feb 21, 2025 21:22 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 3,046 | $101.54 | $309,290.84 |
DisclosureSEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 12 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 2 Disclosed balance after: 48,453 F13 · price: This transaction was executed in multiple trades at prices ranging from $101.02 to $101.99. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. Read SEC document |
| February 20, 2025 Filed Feb 21, 2025 21:22 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 1,766 | $100.74 | $177,906.84 |
DisclosureSEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 11 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 2 Disclosed balance after: 51,499 F12 · price: This transaction was executed in multiple trades at prices ranging from $100.38 to $100.99. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 20, 2025 Filed Feb 21, 2025 21:22 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 399 | $103.01 | $41,100.99 |
DisclosureSEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 10 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 1 Disclosed balance after: 42,767 F11 · price: This transaction was executed in multiple trades at prices ranging from $103.00 to 103.09. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 20, 2025 Filed Feb 21, 2025 21:22 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 5,286 | $102.64 | $542,555.04 |
DisclosureSEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 9 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 1 Disclosed balance after: 43,166 F10 · price: This transaction was executed in multiple trades at prices ranging from $102.00 to $102.98. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 20, 2025 Filed Feb 21, 2025 21:22 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 3,046 | $101.54 | $309,290.84 |
DisclosureSEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 8 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 1 Disclosed balance after: 48,452 F9 · price: This transaction was executed in multiple trades at prices ranging from $101.02 to $101.99. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 20, 2025 Filed Feb 21, 2025 21:22 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 1,767 | $100.74 | $178,007.58 |
DisclosureSEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 7 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 1 Disclosed balance after: 51,498 F8 · price: This transaction was executed in multiple trades at prices ranging from $100.38 to $100.99. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:22 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 670 | $102.04 | $68,366.80 |
DisclosureSEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 6 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 2 Disclosed balance after: 53,265 F7 · price: This transaction was executed in multiple trades at prices ranging from $102.01 to $102.09. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:22 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 7,565 | $101.51 | $767,923.15 |
DisclosureSEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 5 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 2 Disclosed balance after: 53,935 F6 · price: This transaction was executed in multiple trades at prices ranging from $101.00 to $101.98. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:22 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 3,417 | $100.62 | $343,818.54 |
DisclosureSEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 2 Disclosed balance after: 61,500 F5 · price: This transaction was executed in multiple trades at prices ranging from $100.01 to $100.99. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:22 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 671 | $102.04 | $68,468.84 |
DisclosureSEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 1 Disclosed balance after: 53,265 F4 · price: This transaction was executed in multiple trades at prices ranging from $102.01 to $102.09. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:22 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 7,564 | $101.51 | $767,821.64 |
DisclosureSEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 1 Disclosed balance after: 53,936 F3 · price: This transaction was executed in multiple trades at prices ranging from $101.00 to $101.98. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:22 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 3,417 | $100.62 | $343,818.54 |
DisclosureSEC source: 0001562180-25-001489 · primarydocument.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 1 Disclosed balance after: 61,500 F1 · price: This transaction was executed in multiple trades at prices ranging from $100.01 to $100.99. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. F2 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:23 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionStock Options · Derivative | 15,662 | $0.00 Strike: $68.40 | $0.00 |
DisclosureSEC source: 0001562180-25-001199 · primarydocument.xml · derivative · entry 6 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,662 shares Expires 2025-05-12 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. F3 · derivative.exercise_date: These stock options vested 1/3 on each anniversary of the date of grant and were fully vested on May 12, 2018. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:23 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 15,662 | $100.18 | $1,568,981.57 |
DisclosureSEC source: 0001562180-25-001199 · primarydocument.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,086.1099 F1 · price: This transaction was executed in multiple trades at prices ranging from $100.00 to $100.485. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:23 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionCommon Stock | 15,662 | $68.40 | $1,071,280.80 |
DisclosureSEC source: 0001562180-25-001199 · primarydocument.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,748.1099 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 07, 2025 Filed Feb 11, 2025 21:23 UTC | EnerSys ENS · Entity 3750 | GiftCommon Stock | 64,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001124 · primarydocument.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 2 Disclosed balance after: 64,917 F1 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 21:23 UTC | EnerSys ENS · Entity 3750 | GiftCommon Stock | 64,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001124 · primarydocument.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trust for Adult Child 1 Disclosed balance after: 64,917 F1 · ownership.nature: The reporting person is a trustee of the irrevocable trust for the benefit of his adult child. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 21:23 UTC | EnerSys ENS · Entity 3750 | GiftCommon Stock | 129,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001124 · primarydocument.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 1 Read SEC document |
| December 27, 2024 Filed Dec 31, 2024 21:21 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 77.9638 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-008654 · primarydocument.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,086.7099 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 30,223 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 27, 2024 Filed Dec 31, 2024 21:21 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 54.6371 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-008654 · primarydocument.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,008.7461 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 20,985 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 27, 2024 Filed Dec 31, 2024 21:21 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 48.4178 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-008654 · primarydocument.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,954.109 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 18,429 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 |
| December 27, 2024 Filed Dec 31, 2024 21:21 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 16.851 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-008654 · primarydocument.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,905.6912 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on December 27, 2024, to stockholders of record as of December 13, 2024 (the "Dividend"), with respect to 6,351 unvested RSUs granted to the reporting person on August 16, 2021, 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 26, 2024 Filed Nov 27, 2024 21:27 UTC | EnerSys ENS · Entity 3750 | GiftCommon Stock | 129,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-008016 · primarydocument.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse Disclosed balance after: 129,835 Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 21:27 UTC | EnerSys ENS · Entity 3750 | GiftCommon Stock | 129,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-008016 · primarydocument.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 76,888.8402 Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 21:27 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 20,000 | $100.01 | $2,000,180.00 |
DisclosureSEC source: 0001562180-24-008016 · primarydocument.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 206,723.8402 F1 · date: On August 26, 2024, the reporting person entered into a trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the Exchange Act (a "10b5-1 Plan"). The 10b5-1 Plan provided for the potential sale of up to 20,000 shares of EnerSys common stock, subject to certain conditions, and expires on August 22, 2025. F2 · price: This transaction was executed in multiple trades at prices ranging from $100.00 to $100.195. The price reported reflects the weighted average sale price. Full information regarding the number of shares sold and the prices at which the transactions were affected is available to the SEC staff, the issuer and any security holder of the issuer, upon request. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 20:40 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 72.4338 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-007164 · primarydocument.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,723.8402 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 30,223 unvested RSUs granted to the reporting person on August 9, 2024. 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.