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 |
|---|---|---|---|---|---|---|
| May 16, 2018 Filed May 19, 2018 00:14 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 1,072.8469 | $73.79 | $79,165.37 |
DisclosureSEC source: 0001209191-18-031612 · doc4.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,058.3908 F1 · kind: Shares were forfeited in connection with the vesting of restricted stock units granted to the reporting person on May 16, 2016. Read SEC document |
| May 12, 2018 Filed May 16, 2018 00:19 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 471.8636 | $73.99 | $34,913.19 |
DisclosureSEC source: 0001209191-18-030358 · doc4.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,131.2377 F2 · kind: Shares were forfeited in connection with the vesting of market share units granted to the reporting person on May 12, 2015. Read SEC document |
| May 12, 2018 Filed May 16, 2018 00:19 UTC | EnerSys ENS · Entity 3750 | Disposition to issuerCommon Stock | 2,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-030358 · doc4.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,603.1013 F1 · kind: Represents excess shares previously reported in connection with market share units originally granted to the reporting person on May 12, 2015. Upon vesting, the market share units achieved a payout factor of 0.85. Read SEC document |
| May 09, 2018 Filed May 11, 2018 20:35 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 1,289 | $73.96 | $95,334.44 |
DisclosureSEC source: 0001209191-18-029582 · doc4.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,160.1013 F1 · date: Shares were forfeited in connection with the vesting of restricted stock units granted to the reporting person on May 9, 2017. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 20:42 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 44.9729 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023044 · doc4.xml · nonDerivative · entry 5 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,449.1013 F5 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 18,441 PSUs granted to the reporting person on May 9, 2017, and adjusted for previously declared and paid cash dividends. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 20:42 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 28.5992 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023044 · doc4.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,404.1283 F4 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 11,727 RSUs granted to the reporting person on May 9, 2017, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 20:42 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 59.1549 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023044 · doc4.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,375.5292 F3 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 24,021 PSUs granted to the reporting person on May 16, 2016, and adjusted for previously declared and paid cash dividends. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 20:42 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 27.2564 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023044 · doc4.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,316.3742 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 11,068 RSUs granted to the reporting person on May 16, 2016, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 20:42 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 41.1675 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023044 · doc4.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,289.1178 F1 · shares: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the cash dividend paid on March 30, 2018 to stockholders of record as of March 16, 2018 (the "Dividend"), with respect to 16,517 unvested MSUs granted to the reporting person on May 12, 2015, and adjusted for previously declared and paid cash dividends. These MSUs will vest and are payable concurrent with the underlying MSUs. Read SEC document |
| December 29, 2017 Filed Jan 4, 2018 00:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 62.2054 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001497 · doc4.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,170.5843 F3 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 24,021 PSUs granted to the reporting person on May 16, 2016, and adjusted for previously declared and paid cash dividends. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| December 29, 2017 Filed Jan 4, 2018 00:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 28.662 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001497 · doc4.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,108.3789 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 11,068 RSUs granted to the reporting person on May 16, 2016, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| December 29, 2017 Filed Jan 4, 2018 00:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 43.2904 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001497 · doc4.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,079.7169 F1 · shares: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the cash dividend paid on December 29, 2017 to stockholders of record as of December 15, 2017 (the "Dividend"), with respect to 16,517 unvested MSUs granted to the reporting person on May 12, 2015, and adjusted for previously declared and paid cash dividends. These MSUs will vest and are payable concurrent with the underlying MSUs. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:52 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 47.4339 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055201 · doc4.xml · nonDerivative · entry 5 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,036.4265 F5 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 18,441 PSUs granted to the reporting person on May 9, 2017, and adjusted for a previously declared and paid cash dividend. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:52 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 30.1642 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055201 · doc4.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,988.9926 F4 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 11,727 RSUs granted to the reporting person on May 9, 2017, and adjusted for a previously declared and paid cash dividend. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:52 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 62.3919 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055201 · doc4.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,958.8284 F3 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 24,021 PSUs granted to the reporting person on May 16, 2016, and adjusted for previously declared and paid cash dividends. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:52 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 28.7479 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055201 · doc4.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,896.4365 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 11,068 RSUs granted to the reporting person on May 16, 2016, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:52 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 43.4202 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055201 · doc4.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,867.6886 F1 · shares: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the cash dividend paid on September 29, 2017 to stockholders of record as of September 15, 2017 (the "Dividend"), with respect to 16,517 unvested MSUs granted to the reporting person on May 12, 2015, and adjusted for previously declared and paid cash dividends. These MSUs will vest and are payable concurrent with the underlying MSUs. Read SEC document |
| September 29, 2017 Filed Jan 4, 2018 00:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 47.2921 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001497 · doc4.xml · nonDerivative · entry 5 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,247.9503 F5 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 18,441 PSUs granted to the reporting person on May 9, 2017, and adjusted for previously declared and paid cash dividends. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| September 29, 2017 Filed Jan 4, 2018 00:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 30.074 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001497 · doc4.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,200.6582 F4 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 11,727 RSUs granted to the reporting person on May 9, 2017, and adjusted for previously declared and paid cash dividends. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:14 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 41.9495 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043636 · doc4.xml · nonDerivative · entry 5 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,824.2684 F5 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 18,441 PSUs granted to the reporting person on May 9, 2017. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:14 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 26.6765 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043636 · doc4.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,782.3189 F4 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 11,727 RSUs granted to the reporting person on May 9, 2017. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:14 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 55.1781 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043636 · doc4.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,755.6424 F3 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 24,021 PSUs granted to the reporting person on May 16, 2016, and adjusted for a previously declared and paid cash dividend. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:14 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 25.424 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043636 · doc4.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,700.4643 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 11,068 RSUs granted to the reporting person on May 16, 2016, and adjusted for a previously and declared and paid cash dividend. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:14 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 38.3999 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043636 · doc4.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,675.0403 F1 · shares: These shares were granted in the form of MSUs, in connection with the cash dividend paid on June 30, 2017 to stockholders of record as of June 16, 2017 (the "Dividend"), with respect to 16,517 unvested MSUs granted to the reporting person on May 12, 2015, and adjusted for previously declared and paid cash dividends. These MSUs will vest and are payable concurrent with the underlying MSUs. Read SEC document |
| May 16, 2017 Filed May 18, 2017 20:51 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 1,717 | $83.16 | $142,785.72 |
DisclosureSEC source: 0001209191-17-033624 · doc4.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,636.6404 F1 · date: Shares were withheld to pay taxes in connection with the vesting of restricted stock units granted to the reporting person on May 16, 2016. Read SEC document |
| May 12, 2017 Filed May 16, 2017 21:08 UTC | EnerSys ENS · Entity 3750 | Tax withholdingCommon Stock | 3,184 | $83.41 | $265,577.44 |
DisclosureSEC source: 0001209191-17-032779 · doc4.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,353.6404 F2 · kind: Shares were forfeited in connection with the vesting of market share units granted to the reporting person on May 12, 2014. Read SEC document |
| May 12, 2017 Filed May 16, 2017 21:08 UTC | EnerSys ENS · Entity 3750 | Disposition to issuerCommon Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-032779 · doc4.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,537.6404 F1 · kind: Represents excess shares previously reported in connection with market share units originally granted to the reporting person on May 14, 2014. Upon vesting, the market share units achieved a payout factor of 0.93. Read SEC document |
| May 09, 2017 Filed May 12, 2017 20:27 UTC | EnerSys ENS · Entity 3750 | GrantStock Options · Derivative | 40,256 | $0.00 Strike: $83.14 | $0.00 |
DisclosureSEC source: 0001209191-17-031957 · doc4.xml · derivative · entry 3 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,256 Underlying: Common Stock · 40,256 shares Expires 2027-05-09 F2 · date: This grant was made after markets had closed. F4 · derivative.exercise_date: The options vest in three equal annual installments beginning on May 9, 2018, subject to acceleration or forfeiture in certain specified circumstances. Read SEC document |
| May 09, 2017 Filed May 12, 2017 20:27 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 11,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-031957 · doc4.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,057.6404 F3 · security: These shares were granted as restricted stock units that vest twenty-five percent on each of May 9, 2018, May 9, 2019, May 9, 2020, and May 9, 2021, subject to acceleration or forfeiture in certain specified circumstances. F2 · date: This grant was made after markets had closed. Read SEC document |
| May 09, 2017 Filed May 12, 2017 20:27 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 18,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-031957 · doc4.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,330.6404 F1 · security: These shares were granted as performance share units and vest one hundred percent on May 9, 2020, with an additional one year holding period (4 years total until settlement), subject to acceleration and cancellation upon the occurrence of certain events. Each performance share unit converts into the number of shares of common stock determined by applying the TSR multiplier to the number of units vesting on the third anniversary of the date of grant. The TSR multiplier is based on relative TSR performance versus peers over the three year vesting period. The peer group is the S&P Small Cap 600 Industrial Index, of which EnerSys is a member, and consists of approximately 100 companies. The minimum TSR multiplier is 0% and the maximum TSR multiplier is 200%. These shares represent the performance share units granted, assuming a TSR multiplier of 100%. F2 · date: This grant was made after markets had closed. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:19 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 54.4735 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025094 · doc4.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,889.6404 F4 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 24,021 PSUs granted to the reporting person on May 16, 2016, and adjusted for a previously declared and paid cash dividend. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:19 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 33.4651 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025094 · doc4.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,835.1669 F3 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 14,757 RSUs granted to the reporting person on May 16, 2016, and adjusted for a previously declared and paid cash dividend. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:19 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 37.9096 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025094 · doc4.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,801.7018 F2 · shares: These shares were granted in the form of MSUs, in connection with the Dividend, with respect to 16,517 unvested MSUs granted to the reporting person on May 12, 2015, and adjusted for previously declared and paid cash dividends. These MSUs will vest and are payable concurrent with the underlying MSUs. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:19 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 16.683 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025094 · doc4.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,763.7922 F1 · shares: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the cash dividend paid on March 31, 2017 to stockholders of record as of March 17, 2017 (the "Dividend"), with respect to 7,189 unvested MSUs granted to the reporting person on May 12, 2014, and adjusted for previously declared and paid cash dividends. These MSUs will vest and are payable concurrent with the underlying MSUs. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:25 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 54.449 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000906 · doc4.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,747.1092 F4 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 24,021 PSUs granted to the reporting person on May 16, 2016, and adjusted for a previously declared and paid cash dividend. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:25 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 33.4501 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000906 · doc4.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,692.6602 F3 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 14,757 RSUs granted to the reporting person on May 16, 2016, and adjusted for a previously declared and paid cash dividend. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:25 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 37.8925 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000906 · doc4.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,659.2101 F2 · shares: These shares were granted in the form of MSUs, in connection with the Dividend, with respect to 16,517 unvested MSUs granted to the reporting person on May 12, 2015, and adjusted for previously declared and paid cash dividends. These MSUs will vest and are payable concurrent with the underlying MSUs. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:25 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 16.6755 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000906 · doc4.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,621.3176 F1 · shares: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the cash dividend paid on December 30, 2016 to stockholders of record as of December 16, 2016 (the "Dividend"), with respect to 7,189 unvested MSUs granted to the reporting person on May 12, 2014, and adjusted for previously declared and paid cash dividends. These MSUs will vest and are payable concurrent with the underlying MSUs. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:25 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 61.6409 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144234 · doc4.xml · nonDerivative · entry 4 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,604.6421 F4 · shares: These shares were granted in the form of Performance Share Units ("PSUs"), in connection with the Dividend, with respect to 24,021 PSUs granted to the reporting person on May 16, 2016, and adjusted for a previously declared and paid cash dividend. These PSUs will vest and are payable concurrent with the underlying PSUs. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:25 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 37.8683 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144234 · doc4.xml · nonDerivative · entry 3 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,543.0012 F3 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 14,757 RSUs granted to the reporting person on May 16, 2016, and adjusted for a previously declared and paid cash dividend. These RSUs will vest and are payable concurrent with the underlying RSUs. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:25 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 42.8975 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144234 · doc4.xml · nonDerivative · entry 2 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,505.1329 F2 · shares: These shares were granted in the form of MSUs, in connection with the Dividend, with respect to 16,517 unvested MSUs granted to the reporting person on May 12, 2015, and adjusted for previously declared and paid cash dividends. These MSUs will vest and are payable concurrent with the underlying MSUs. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:25 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 18.8781 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144234 · doc4.xml · nonDerivative · entry 1 Shaffer David M · CIK 0001577486 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,462.2354 F1 · shares: These shares were granted in the form of Market Share Units ("MSUs"), in connection with the cash dividend paid on September 30, 2016 to stockholders of record as of September 16, 2016 (the "Dividend"), with respect to 7,189 unvested MSUs granted to the reporting person on May 12, 2014, and adjusted for previously declared and paid cash dividends. These MSUs will vest and are payable concurrent with the underlying MSUs. 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.