Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EnerSysENS · Entity 3750 | Director | June 28, 2024 | July 02, 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 June 28, 2024 · Filed July 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,543.9334 |
Ending reported balance
After 2024-06-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-06-28 · Grant · Acquired 86.5908 · Balance 45,531.7495 F1: These shares were granted in the form of Deferred Stock Units ("DSUs"), 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 37,317 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. Row 2 · 2024-06-28 · Grant · Acquired 12.1839 · Balance 45,543.9334 F2: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 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. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were granted in the form of Deferred Stock Units ("DSUs"), 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 37,317 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.
F2: These shares were granted in the form of Restricted Stock Units ("RSUs"), in connection with the Dividend, with respect to 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.
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 |
|---|---|---|---|---|---|---|
| December 28, 2018 Filed Jan 2, 2019 20:53 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 54.4621 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000567 · doc4.xml · nonDerivative · entry 1 Magnus Robert · CIK 0001441604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,969.9099 F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), in connection with the cash dividend paid on December 28, 2018 to stockholders of record as of December 14, 2018 (the "Dividend"), with respect to an aggregate of 22,840 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 |
| September 28, 2018 Filed Oct 2, 2018 16:36 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 10.6534 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053192 · doc4.xml · nonDerivative · entry 2 Magnus Robert · CIK 0001441604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,915.4478 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 5,028 vested RSUs granted to the reporting person on various dates under the EnerSys Deferred Compensation Plan for Non-Employee Directors, and adjusted for previously declared and paid cash dividends. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 16:36 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 47.4286 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053192 · doc4.xml · nonDerivative · entry 1 Magnus Robert · CIK 0001441604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,904.7944 F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), in connection with the cash dividend paid on September 28, 2018 to stockholders of record as of September 14, 2018 (the "Dividend"), with respect to an aggregate of 22,840 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 |
| August 13, 2018 Filed Aug 16, 2018 17:32 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-047140 · doc4.xml · nonDerivative · entry 1 Magnus Robert · CIK 0001441604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,857.3658 F1 · security: These shares were granted as deferred stock units and vest upon grant. These deferred stock units are payable no earlier than six months following a termination of service as a director of the Company, at the director's election, with the right of the Company to clawback the value of the deferred stock unit within one year following a termination of service upon the occurrence of certain events. F2 · date: This grant was made after markets had closed. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 16:40 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 13.2826 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023030 · doc4.xml · nonDerivative · entry 2 Magnus Robert · CIK 0001441604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,941.3658 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 5,028 vested RSUs granted to the reporting person on various dates under the EnerSys Deferred Compensation Plan for Non-Employee Directors, and adjusted for previously declared and paid cash dividends. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 16:40 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 51.9618 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023030 · doc4.xml · nonDerivative · entry 1 Magnus Robert · CIK 0001441604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,928.0832 F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), 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 an aggregate of 19,924 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 |
| December 29, 2017 Filed Jan 3, 2018 19:28 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 13.233 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001479 · doc4.xml · nonDerivative · entry 2 Magnus Robert · CIK 0001441604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,876.1214 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 5,028 vested RSUs granted to the reporting person on various dates under the EnerSys Deferred Compensation Plan for Non-Employee Directors, and adjusted for previously declared and paid cash dividends. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 19:28 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 51.638 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001479 · doc4.xml · nonDerivative · entry 1 Magnus Robert · CIK 0001441604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,862.8884 F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), 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 an aggregate of 19,924 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 |
| September 29, 2017 Filed Oct 3, 2017 16:50 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 51.8502 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055194 · doc4.xml · nonDerivative · entry 2 Magnus Robert · CIK 0001441604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,811.2504 F2 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), in connection with the Dividend, with respect to an aggregate of 19,924 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 |
| September 29, 2017 Filed Oct 3, 2017 16:50 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 13.2874 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055194 · doc4.xml · nonDerivative · entry 1 Magnus Robert · CIK 0001441604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,759.4002 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), 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 an aggregate of 5,028 vested RSUs granted to the reporting person on various dates under the EnerSys Deferred Compensation Plan for Non-Employee Directors, and adjusted for previously declared and paid cash dividends. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 16:13 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 2,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-049184 · doc4.xml · nonDerivative · entry 1 Magnus Robert · CIK 0001441604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,746.1128 F1 · security: These shares were granted as deferred stock units and vest upon grant. These deferred stock units are payable six months following a termination of service as a director of the Company, with the right of the Company to clawback the value of the deferred stock unit within one year following a termination of service upon the occurrence of certain events. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 18:12 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 42.3474 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043623 · doc4.xml · nonDerivative · entry 2 Magnus Robert · CIK 0001441604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,826.1128 F2 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), in connection with 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 |
| June 30, 2017 Filed Jul 5, 2017 18:12 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 12.6553 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043623 · doc4.xml · nonDerivative · entry 1 Magnus Robert · CIK 0001441604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,783.7654 F1 · shares: These shares were granted in the form of Restricted Stock Units ("RSUs"), 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 an aggregate of 5,028 vested RSUs granted to the reporting person on various dates under the EnerSys Deferred Compensation Plan for Non-Employee Directors, and adjusted for previously declared and paid cash dividends. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 17:06 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 11.5892 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025038 · doc4.xml · nonDerivative · entry 2 Magnus Robert · CIK 0001441604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,771.1101 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 5,028 vested RSUs granted to the reporting person on various dates under the EnerSys Deferred Compensation Plan for Non-Employee Directors, and adjusted for previously declared and paid cash dividends. These RSUs are vested and payable concurrent with the underlying RSUs. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 17:06 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 38.7798 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025038 · doc4.xml · nonDerivative · entry 1 Magnus Robert · CIK 0001441604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,759.5209 F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), 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 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 |
| December 30, 2016 Filed Jan 4, 2017 16:19 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 11.6876 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000869 · doc4.xml · nonDerivative · entry 2 Magnus Robert · CIK 0001441604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,720.7411 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 5,028 vested RSUs granted to the reporting person on various dates under the EnerSys Deferred Compensation Plan for Non-Employee Directors, 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 16:19 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 39.1093 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000869 · doc4.xml · nonDerivative · entry 1 Magnus Robert · CIK 0001441604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,709.0535 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 |
| September 30, 2016 Filed Oct 4, 2016 16:23 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 13.1594 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144222 · doc4.xml · nonDerivative · entry 2 Magnus Robert · CIK 0001441604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,669.9442 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 5,028 vested RSUs granted to the reporting person on various dates under the EnerSys Deferred Compensation Plan for Non-Employee Directors, 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 16:23 UTC | EnerSys ENS · Entity 3750 | GrantCommon Stock | 44.0343 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144222 · doc4.xml · nonDerivative · entry 1 Magnus Robert · CIK 0001441604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,656.7848 F1 · shares: These shares were granted in the form of Deferred Stock Units ("DSUs"), 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 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.