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 |
|---|---|---|---|---|---|---|
| September 30, 2024 Filed Oct 2, 2024 20:40 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 50.7616 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-007164 · primarydocument.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,651.4064 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 |
| September 30, 2024 Filed Oct 2, 2024 20:40 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 44.9835 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-007164 · primarydocument.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,600.6448 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 |
| September 30, 2024 Filed Oct 2, 2024 20:40 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 15.6557 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-007164 · primarydocument.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,555.6613 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on September 30, 2024, to stockholders of record as of September 16, 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 |
| August 29, 2024 Filed Aug 30, 2024 20:23 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 17,600 | $100.08 | $1,761,408.00 |
DisclosureSEC source: 0001562180-24-006562 · primarydocument.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,540.0056 F1 · price: This transaction was executed in multiple trades at prices ranging from $100.00 to $100.13. 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 |
| August 26, 2024 Filed Aug 28, 2024 21:25 UTC | EnerSys ENS · Entity 3750 | SaleCommon Stock | 2,400 | $100.00 | $240,000.00 |
DisclosureSEC source: 0001562180-24-006540 · primarydocument.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 244,140.0056 F1 · price: This transaction was executed in multiple trades at prices ranging from $100.00 to $100.01. 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 |
| August 17, 2024 Filed Aug 20, 2024 20:22 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 3,141.2805 | $95.56 | $300,180.76 |
DisclosureSEC source: 0001562180-24-006395 · primarydocument.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 246,540.0056 F2 · shares: Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person on August 17, 2020. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 20:22 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 2,842.3897 | $96.46 | $274,176.91 |
DisclosureSEC source: 0001562180-24-006395 · primarydocument.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 249,681.2861 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 20:17 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 4,082.169 | $94.30 | $384,948.54 |
DisclosureSEC source: 0001562180-24-006216 · primarydocument.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 252,523.6758 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 20:17 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 3,071.096 | $94.30 | $289,604.35 |
DisclosureSEC source: 0001562180-24-006216 · primarydocument.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,605.8448 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 20:17 UTC | EnerSys ENS · Entity 3750 | GrantStock Options · Derivative | 83,090 | $0.00 Strike: $103.73 | $0.00 |
DisclosureSEC source: 0001562180-24-006216 · primarydocument.xml · derivative · entry 4 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,090 Underlying: Common Stock · 83,090 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 20:17 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 30,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006216 · primarydocument.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 259,676.9408 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 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 61.4485 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005490 · primarydocument.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,453.9408 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 27,980 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 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 61.2595 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005490 · primarydocument.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,392.4923 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 27,643 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 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 28.4299 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005490 · primarydocument.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,331.2328 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 12,703 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 20:20 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 15.715 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005490 · primarydocument.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,302.8029 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 6,964 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 |
| April 08, 2024 Filed Apr 10, 2024 20:18 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionStock Option · Derivative | 6,456 | $0.00 Strike: $69.85 | $0.00 |
DisclosureSEC source: 0001562180-24-003379 · primarydocument.xml · derivative · entry 3 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,456 shares Expires 2024-05-12 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. Read SEC document |
| April 08, 2024 Filed Apr 10, 2024 20:18 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 5,599 | $91.32 | $511,300.68 |
DisclosureSEC source: 0001562180-24-003379 · primarydocument.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,287.0879 Read SEC document |
| April 08, 2024 Filed Apr 10, 2024 20:18 UTC | EnerSys ENS · Entity 3750 | Exercise / conversionCommon Stock | 6,456 | $69.85 | $450,951.60 |
DisclosureSEC source: 0001562180-24-003379 · primarydocument.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234,886.0879 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 |
| March 29, 2024 Filed Apr 2, 2024 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 69.3569 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003159 · primarydocument.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,430.0879 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 27,980 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 29, 2024 Filed Apr 2, 2024 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 69.1436 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003159 · primarydocument.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,360.731 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 27,643 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 29, 2024 Filed Apr 2, 2024 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 32.0888 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003159 · primarydocument.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,291.5874 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 12,703 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 |
| March 29, 2024 Filed Apr 2, 2024 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 17.7375 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003159 · primarydocument.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,259.4986 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on March 29, 2024 to stockholders of record as of March 15, 2024 (the "Dividend"), with respect to 6,964 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 |
| December 29, 2023 Filed Jan 2, 2024 21:32 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 64.4617 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-000129 · doc4.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,241.7611 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 27,980 RSUs granted to the reporting person on August 11, 2023, and adjusted for a previously declared and paid cash dividend. These RSUs are payable concurrent with the underlying RSUs. Read SEC document |
| December 29, 2023 Filed Jan 2, 2024 21:32 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 64.2634 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-000129 · doc4.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,177.2994 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 27,643 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 29, 2023 Filed Jan 2, 2024 21:32 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 29.824 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-000129 · doc4.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,113.036 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 12,703 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 |
| December 29, 2023 Filed Jan 2, 2024 21:32 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 16.4856 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-000129 · doc4.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,083.212 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on December 29, 2023 to stockholders of record as of December 15, 2023 (the "Dividend"), with respect to 6,964 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 |
| September 29, 2023 Filed Oct 3, 2023 20:39 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 65.1169 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051521 · doc4.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,066.7264 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 27,980 RSUs granted to the reporting person on August 11, 2023. These RSUs are payable concurrent with the underlying RSUs. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 20:39 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 64.9166 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051521 · doc4.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,001.6095 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 27,643 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 |
| September 29, 2023 Filed Oct 3, 2023 20:39 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 30.1271 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051521 · doc4.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,936.6929 F2 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 12,703 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 |
| September 29, 2023 Filed Oct 3, 2023 20:39 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 16.6532 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051521 · doc4.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,906.5658 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on September 29, 2023 to stockholders of record as of September 15, 2023 (the "Dividend"), with respect to 6,964 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 |
| August 17, 2023 Filed Aug 18, 2023 20:22 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 3,112.6616 | $99.29 | $309,056.17 |
DisclosureSEC source: 0001209191-23-046537 · doc4.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,889.9126 F2 · date: These shares were forfeited in connection with the vesting of restricted stock units granted to the reporting person on August 17, 2020. Read SEC document |
| August 16, 2023 Filed Aug 18, 2023 20:22 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 2,815.131 | $99.25 | $279,401.75 |
DisclosureSEC source: 0001209191-23-046537 · doc4.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 231,002.5742 F1 · date: These 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, 2023 Filed Aug 15, 2023 20:31 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 4,044.6535 | $94.71 | $383,069.13 |
DisclosureSEC source: 0001209191-23-045853 · doc4.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 233,817.7052 F4 · 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 12, 2023 Filed Aug 15, 2023 20:31 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 4,918.5971 | $94.71 | $465,840.33 |
DisclosureSEC source: 0001209191-23-045853 · doc4.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 237,862.3587 F3 · shares: Shares were forfeited in connection with the settlement of TSR Performance Share Units originally granted to the reporting person on August 12, 2019 and vested on August 12, 2022. Read SEC document |
| August 12, 2023 Filed Aug 15, 2023 20:31 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 2,055.5441 | $94.71 | $194,680.58 |
DisclosureSEC source: 0001209191-23-045853 · doc4.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 242,780.9558 F2 · shares: Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person on August 12, 2019. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 20:31 UTC | EnerSys ENS · Entity 3750 | GrantStock Options · Derivative | 75,284 | $0.00 Strike: $104.18 | $0.00 |
DisclosureSEC source: 0001209191-23-045853 · doc4.xml · derivative · entry 5 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,284 Underlying: Common Stock · 75,284 shares Expires 2033-08-11 F5 · derivative.exercise_date: These options vest in three equal annual installments beginning on August 11, 2024, subject to acceleration or forfeiture in certain specified circumstances. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 27,980 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045853 · doc4.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 244,836.4999 F1 · shares: These shares were granted as restricted stock units that vest twenty-five percent on each of August 11, 2024, August 11, 2025, August 11, 2026 and August 11, 2027, subject to acceleration or forfeiture in certain specified circumstances. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:33 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 62.2396 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041116 · doc4.xml · nonDerivative · entry 5 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,856.4999 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 36,858 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 30, 2023 Filed Jul 5, 2023 20:33 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 32.4939 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041116 · doc4.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,794.2603 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 19,054 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 |
| June 30, 2023 Filed Jul 5, 2023 20:33 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 23.9475 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041116 · doc4.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,761.7664 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 13,927 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 |
| June 30, 2023 Filed Jul 5, 2023 20:33 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 19.5418 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041116 · doc4.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,737.8189 F3 · shares: These shares were granted in the form of Performance Share Units (PSUs), in connection with the Dividend, with respect to 16,922 PSUs granted to the reporting person on August 12, 2019, and adjusted for vesting on August 12, 2022, and previously declared and paid cash dividends. These PSUs are payable August 12, 2023, concurrent with the underlying PSUs. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:33 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 7.9046 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041116 · doc4.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,718.2771 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on June 30, 2023 to stockholders of record as of June 16, 2023 (the "Dividend"), with respect to 4,545 unvested RSUs granted to the reporting person on August 12, 2019, 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 |
| March 31, 2023 Filed Apr 4, 2023 20:33 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 81.6257 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-022736 · doc4.xml · nonDerivative · entry 5 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,310.1072 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 36,858 unvested RSUs granted to the reporting person on August 12, 2022, and adjusted for a previously declared and paid cash dividend. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 20:33 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 42.6149 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-022736 · doc4.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,228.4815 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 19,054 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 |
| March 31, 2023 Filed Apr 4, 2023 20:33 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 31.4066 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-022736 · doc4.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,185.8666 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 13,927 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 |
| March 31, 2023 Filed Apr 4, 2023 20:33 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 25.6285 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-022736 · doc4.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,154.46 F2 · shares: These shares were granted in the form of Performance Share Units (PSUs), in connection with the Dividend, with respect to 16,922 PSUs granted to the reporting person on August 12, 2019, and adjusted for vesting on August 12, 2022, and previously declared and paid cash dividends. These PSUs are payable August 12, 2023, concurrent with the underlying PSUs. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 20:33 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.3666 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-022736 · doc4.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,128.8315 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the cash dividend paid on March 31, 2023 to stockholders of record as of March 17, 2023 (the "Dividend"), with respect to 4,545 unvested RSUs granted to the reporting person on August 12, 2019, 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 30, 2022 Filed Jan 3, 2023 22:03 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 87.1969 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-000308 · doc4.xml · nonDerivative · entry 5 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,118.4649 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 36,858 unvested RSUs granted to the reporting person on August 12, 2022, and adjusted for a previously declared and paid cash dividend. These RSUs will be payable concurrent with the underlying RSUs. Read SEC document |
| December 30, 2022 Filed Jan 3, 2023 22:03 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 45.5235 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-000308 · doc4.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,031.268 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 19,054 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 |
| December 30, 2022 Filed Jan 3, 2023 22:03 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 33.5502 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-000308 · doc4.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,985.7445 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 13,927 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.