Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EnerSysENS · Entity 3750 | Director | July 12, 2024 | July 16, 2024 |
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 July 12, 2024 · Filed July 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 99,515.7434 |
Reported balance
After 2024-07-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-07-12 · Grant · Acquired 388 · Balance 99,515.7434 F1: In lieu of receiving cash fees, the reporting person received 388 stock units, which immediately vested, in the EnerSys Voluntary Deferred Compensation Plan for Non-Employee Directors (the "Plan"). |
| Common StockSEC Table I · non-derivative | Direct | 99,593.7434 |
Reported balance
After 2024-07-12 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-07-12 · Grant · Acquired 78 · Balance 99,593.7434 F2: This amount reflects a matching stock unit contribution by EnerSys for the reporting person's account in the Plan. The matching stock unit contribution vests 25% on each of October 12, 2024, January 12, 2025, April 12, 2025, and July 12, 2025. Such vesting is subject to acceleration or cancellation upon the occurrence of certain events. F3: As a result of these transactions the reporting person has an additional 466 stock units in the Plan. Each of these stock units represents a right to receive one share of EnerSys common stock and is payable upon the reporting person's Termination, as defined in the Plan. |
| Common StockSEC Table I · non-derivative | Indirectby Spouse | 4,818 |
Reported balance
Holding disclosure · report date 2024-07-12 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,818 |
Filing footnotes · ownership attribution and instrument terms
F1: In lieu of receiving cash fees, the reporting person received 388 stock units, which immediately vested, in the EnerSys Voluntary Deferred Compensation Plan for Non-Employee Directors (the "Plan").
F2: This amount reflects a matching stock unit contribution by EnerSys for the reporting person's account in the Plan. The matching stock unit contribution vests 25% on each of October 12, 2024, January 12, 2025, April 12, 2025, and July 12, 2025. Such vesting is subject to acceleration or cancellation upon the occurrence of certain events.
F3: As a result of these transactions the reporting person has an additional 466 stock units in the Plan. Each of these stock units represents a right to receive one share of EnerSys common stock and is payable upon the reporting person's Termination, as defined in the Plan.
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 |
|---|---|---|---|---|---|---|
| January 17, 2017 Filed Jan 19, 2017 21:30 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 729 | $77.52 | $56,512.08 |
DisclosureSEC source: 0001209191-17-004479 · doc4.xml · nonDerivative · entry 1 KATSAROS ARTHUR T · CIK 0001220007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,992.6752 F1 · shares: In lieu of receiving cash fees, the reporting person received 729 stock units, which immediately vested, in the EnerSys Voluntary Deferred Compensation Plan for Non-Employee Directors (the "Plan"). Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:17 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.6028 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000855 · doc4.xml · nonDerivative · entry 6 KATSAROS ARTHUR T · CIK 0001220007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,263.6752 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 269 unvested RSUs granted to the reporting person on October 11, 2016, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:17 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.1033 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000855 · doc4.xml · nonDerivative · entry 5 KATSAROS ARTHUR T · CIK 0001220007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,263.0725 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 46.1164 unvested RSUs granted to the reporting person on July 12, 2016, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:17 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0924 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000855 · doc4.xml · nonDerivative · entry 4 KATSAROS ARTHUR T · CIK 0001220007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,262.9692 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 41.2254 unvested RSUs granted to the reporting person on April 12, 2016, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:17 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0452 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000855 · doc4.xml · nonDerivative · entry 3 KATSAROS ARTHUR T · CIK 0001220007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,262.8768 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 20.1730 unvested RSUs granted to the reporting person on January 12, 2016, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:17 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 54.7261 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000855 · doc4.xml · nonDerivative · entry 2 KATSAROS ARTHUR T · CIK 0001220007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,262.8316 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to an aggregate of 24,423.4659 vested RSUs granted to the reporting person on various dates under the EnerSys Deferred Compensation Plan for Non-Employee Directors (the "Plan"), and adjusted for previously declared and paid cash dividends. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:17 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 39.1093 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000855 · doc4.xml · nonDerivative · entry 1 KATSAROS ARTHUR T · CIK 0001220007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,208.1055 F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), 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 an aggregate of 17,004 vested DSUs granted to the reporting person on various dates, and adjusted for previously declared and paid cash dividends. These DSUs are vested and payable concurrent with the underlying DSUs. Read SEC document |
| October 11, 2016 Filed Oct 13, 2016 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 269 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-145806 · doc4.xml · nonDerivative · entry 2 KATSAROS ARTHUR T · CIK 0001220007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,168.9962 F2 · shares: This amount reflects a matching stock unit contribution by EnerSys for the reporting person's account in the Plan. The matching stock unit contribution vests 25% on each of January 11, 2017, April 11, 2017, July 11, 2017, and October 11, 2017. Such vesting is subject to acceleration or cancellation upon the occurrence of certain events. F3 · balance_after: As a result of these transactions the reporting person has an additional 1,612 stock units in the Plan. Each of these stock units represents a right to receive one share of EnerSys common stock and is payable upon the reporting person's Termination, as defined in the Plan. Read SEC document |
| October 11, 2016 Filed Oct 13, 2016 20:31 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 1,343 | $67.34 | $90,437.62 |
DisclosureSEC source: 0001209191-16-145806 · doc4.xml · nonDerivative · entry 1 KATSAROS ARTHUR T · CIK 0001220007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,899.9962 F1 · shares: In lieu of receiving cash fees, the reporting person received 1,343 stock units, which immediately vested, in the EnerSys Voluntary Deferred Compensation Plan for Non-Employee Directors (the "Plan"). Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.1543 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144209 · doc4.xml · nonDerivative · entry 6 KATSAROS ARTHUR T · CIK 0001220007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,556.9962 F6 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 61 unvested RSUs granted to the reporting person on July 12, 2016, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.1573 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144209 · doc4.xml · nonDerivative · entry 5 KATSAROS ARTHUR T · CIK 0001220007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,556.8419 F5 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 62.1835 unvested RSUs granted to the reporting person on April 12, 2016, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.1018 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144209 · doc4.xml · nonDerivative · entry 4 KATSAROS ARTHUR T · CIK 0001220007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,556.6846 F4 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 40.2447 unvested RSUs granted to the reporting person on January 12, 2016, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 0.0434 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144209 · doc4.xml · nonDerivative · entry 3 KATSAROS ARTHUR T · CIK 0001220007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,556.5828 F3 · shares: These shares were granted in the form of RSUs, in connection with the Dividend, with respect to 17.1563 unvested RSUs granted to the reporting person on October 6, 2015, under the Plan. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 58.0439 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144209 · doc4.xml · nonDerivative · entry 2 KATSAROS ARTHUR T · CIK 0001220007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,556.5394 F2 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to an aggregate of 22,948.8957 vested RSUs granted to the reporting person on various dates under the EnerSys Deferred Compensation Plan for Non-Employee Directors (the "Plan"), and adjusted for previously declared and paid cash dividends. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:22 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 44.0343 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144209 · doc4.xml · nonDerivative · entry 1 KATSAROS ARTHUR T · CIK 0001220007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,498.4955 F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), in connection with the cash dividend paid on June 24, 2016 to stockholders of record as of June 10, 2016 (the "Dividend"), with respect to an aggregate of 17,004 vested DSUs granted to the reporting person on various dates, and adjusted for previously declared and paid cash dividends. These DSUs are vested and payable concurrent with the underlying DSUs. 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.