EnerSys CFO forfeits 2,051 shares for taxes

EnerSys EVP and CFO Andrea J. Funk reported a routine share disposition related to equity compensation.

Rhea-AI Filing Summary

EnerSys EVP and CFO Andrea J. Funk reported a routine share disposition related to equity compensation. On May 23, 2026, 2,051 shares of common stock were forfeited at $232.24 per share to cover tax obligations tied to the vesting of Restricted Stock Units granted on May 23, 2025.

After this tax-withholding disposition, Funk directly holds 56,288 shares of EnerSys common stock, indicating she retains a substantial equity stake following the RSU vesting event.

Insider Trade Summary

Exercise Price or Tax Liability: 2,051 shares

Exercise Price or Tax Liability 1 txn

Insider Funk Andrea J.

Role EVP and CFO

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	2,051	$232.24	$476K

Holdings After Transaction: Common Stock — 56,288 shares (Direct)

Footnotes (1)

1. F1. Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person on May 23, 2025.

Key Figures

Shares forfeited for taxes: 2,051 shares Price per share reference: $232.24 per share Shares held after transaction: 56,288 shares +1 more

4 metrics

Shares forfeited for taxes 2,051 shares Tax-withholding disposition on May 23, 2026

Price per share reference $232.24 per share Value used for 2,051-share forfeiture

Shares held after transaction 56,288 shares Direct EnerSys common stock holdings after disposition

Tax-withholding transactions 1 transaction, 2,051 shares Form 4 transaction summary classification

Key Terms

Restricted Stock Units, tax-withholding disposition, Payment of exercise price or tax liability by delivering securities, Common Stock

4 terms

Restricted Stock Units financial

"Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

tax-withholding disposition financial

"transaction_action": "tax-withholding disposition""

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

Payment of exercise price or tax liability by delivering securities financial

"transaction_code_description": "Payment of exercise price or tax liability by delivering securities""

Common Stock financial

"security_title": "Common Stock""

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did EnerSys (ENS) CFO Andrea Funk report in this Form 4?

EnerSys CFO Andrea Funk reported a routine tax-related share disposition. She forfeited 2,051 common shares to cover obligations from vesting Restricted Stock Units, while continuing to hold 56,288 shares directly after the transaction.

How many EnerSys (ENS) shares were forfeited for taxes by the CFO?

Andrea Funk forfeited 2,051 EnerSys common shares. These shares were surrendered in connection with the vesting of Restricted Stock Units granted on May 23, 2025, serving to satisfy associated tax liabilities rather than representing an open-market sale.

Is the EnerSys (ENS) CFO’s Form 4 transaction an open-market sale?

No, the transaction is not an open-market sale. It is a tax-withholding disposition, where 2,051 shares were forfeited to satisfy tax obligations arising from the vesting of previously granted Restricted Stock Units.

How many EnerSys (ENS) shares does the CFO hold after this filing?

Following the tax-withholding disposition, Andrea Funk directly holds 56,288 EnerSys common shares. This post-transaction holding reflects her remaining equity position after forfeiting 2,051 shares in connection with RSU vesting.

What is the significance of the Restricted Stock Units in this EnerSys (ENS) filing?

The Restricted Stock Units triggered the share forfeiture when they vested. Units granted to Andrea Funk on May 23, 2025 vested, and 2,051 resulting shares were surrendered to cover tax liabilities, which is a common feature of equity-based compensation.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/27/2026 - 04:19 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Funk Andrea J.

(Last) (First) (Middle)

2366 BERNVILLE ROAD

(Street)

READING PENNSYLVANIA 19605

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
EnerSys [ ENS ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP and CFO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/23/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	05/23/2026		F		2,051(1)	D	$232.24	56,288	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Shares were forfeited in connection with the vesting of Restricted Stock Units granted to the reporting person on May 23, 2025.

	/s/ John Yarbrough by Power of Attorney	05/27/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)