EnerSys SEC Filings

EnerSys director David C. Habiger received a grant of 2,088 Deferred Stock Units (DSUs) on 08/08/2025 recorded as an acquisition at $0.00. The Form 4 reports that these DSUs vest upon grant and are payable no earlier than six months after the director’s termination of service, at the director’s election. The company retains a right to claw back the DSU value within one year following termination if certain events occur.

Following the reported grant, the filing shows Mr. Habiger’s direct beneficial ownership as 5,427.1216 shares. The Form 4 was signed by John Yarbrough by power of attorney on 08/12/2025.

EnerSys director Caroline Chan received a grant of 2,088 Deferred Stock Units (DSUs) reported as an acquisition of common stock on 08/08/2025, recorded at a price of $0.00. The grant increases Ms. Chan's reported beneficial ownership to 15,613.0927 shares. The DSUs vest upon grant but are payable only after the director's termination of service at the director's election.

The DSUs include a company right of clawback within one year following termination upon certain events. The filing treats the award as an acquired non-derivative security and discloses direct ownership form; no option exercise or convertible security activity is reported.

EnerSys reports an equity award to Keith D. Fisher, President, Energy Systems Global, dated 08/08/2025. He was granted 5,230 restricted stock units that vest 25% on each August 8 in 2026, 2027, 2028 and 2029, and 14,480 stock options with an exercise price of $105.16 that vest in three equal annual installments beginning August 8, 2026 and expire August 8, 2035. The awards are subject to possible acceleration or forfeiture under the company's clawback policy. Following the reported transaction, Mr. Fisher beneficially owns 22,873.1498 shares on a direct basis.

EnerSys officer Chad C. Uplinger reported equity award activity on 08/08/2025 and related forfeitures. He was granted 5,230 restricted stock units that vest 25% on each of Aug 8, 2026, 2027, 2028 and 2029, and 14,480 stock options with a $105.16 exercise price that vest in three equal annual installments beginning Aug 8, 2026 and expire Aug 8, 2035. On 08/09/2025 and 08/11/2025, 583.6526 and 287.8516 shares respectively were forfeited in connection with earlier RSU grants; those forfeitures are shown at $95.6. Reported beneficial ownership following the transactions moved from 22,803.2124 shares to 21,931.7082 shares. The Form 4 was filed individually and signed by power of attorney.

Mark E. Matthews, an officer of EnerSys (ENS), reported changes in his equity holdings. On 08/08/2025 he was granted 5,230 restricted stock units (RSUs) and 14,480 stock options with an exercise price of $105.16. The options vest in three equal annual installments beginning 08/08/2026 and are subject to acceleration or forfeiture under the company clawback policy.

The report also records forfeitures of 307.2342 shares on 08/09/2025 (related to RSUs granted 08/09/2024) and 274.2948 shares on 08/11/2025 (related to RSUs granted 08/11/2023). After these transactions his reported direct beneficial ownership is 21,540.2841 shares. All awards vest subject to specified acceleration or forfeiture conditions.

Andrea J. Funk, EnerSys EVP & Chief Financial Officer, reported changes in her beneficial ownership of EnerSys (ENS) equity tied to compensation awards and forfeitures. On 08/08/2025 she acquired 28,960 stock options with an exercise price of $105.16 and an expiration date of 08/08/2035; those options vest in three equal annual installments beginning 08/08/2026. The filing also records the conversion or grant of 10,460 common shares on 08/08/2025 at a reported price of $0.00, consistent with Restricted Stock Unit treatment.

The report shows two forfeiture entries: 816.1095 shares (08/09/2025) and 717.8516 shares (08/11/2025) tied to earlier RSU grants. The RSUs described vest 25% annually on August 8 of 2026–2029. Following the transactions the filing shows beneficial ownership totals of 61,207.4367, 60,391.3272, and 59,673.4756 shares after each reported line, and the form was signed by John Yarbrough by power of attorney.

Shawn M. O'Connell, President & CEO of EnerSys (ENS), reported a series of equity transactions affecting his direct holdings. On 08/08/2025 he received 23,536 shares as Restricted Stock Units and was recorded as acquiring 65,161 stock options with an exercise price of $105.16. After the 08/08 transactions his reported direct beneficial ownership was 66,625.854 shares and 65,161 options.

Subsequent entries show forfeitures of 816.1095 shares on 08/09/2025 and 586.0013 shares on 08/11/2025, leaving reported direct ownership of 65,223.7432 shares. The RSUs vest 25% on each August 8 from 2026 through 2029; the options vest in three equal annual installments beginning 08/08/2026 and show an expiration date of 08/08/2035.