Enerpac director granted 3,134 phantom stock units

Enerpac Tool Group director Richard D. Holder reported an equity-based compensation grant in the form of 3,134 phantom stock units on February 6, 2026.

Rhea-AI Filing Summary

Enerpac Tool Group director Richard D. Holder reported an equity-based compensation grant in the form of 3,134 phantom stock units on February 6, 2026. These units were acquired at $0 per unit under the Outside Director's Compensation Plan and bring his total phantom stock holdings to 20,391 units.

The director elected to defer a grant of restricted stock units into phantom stock, which vests in full 50 weeks after the grant date, subject to continued board service. After vesting, the phantom stock will be settled in Enerpac Class A common stock, either following the director's termination of service or on a specified future date, at a 1-for-1 conversion ratio.

Insider Trade Summary

Grant/Award: 3,134 shares

Grant/Award 1 txn

Insider Holder Richard D

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Phantom Stock	3,134	$0.00	$0.00

Holdings After Transaction: Phantom Stock — 20,391 contracts (Direct)

Footnotes (2)

1. F1. Pursuant to Outside Director's Compensation Plan, the director elected to defer the grant of restricted stock units, which vest in full 50 weeks after the date if the grant (subject to continued service) and are settled in common stock following the director's termination of service or a specified date.
2. F2. The phantom stock is converted 1 for 1 into shares of Class A Common Stock.

FAQ

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What insider transaction did Enerpac (EPAC) report on February 6, 2026?

Enerpac director Richard D. Holder received 3,134 phantom stock units on February 6, 2026. These units were granted at $0 per unit as director compensation and increased his total phantom stock holdings to 20,391 units following the transaction.

How do the phantom stock units granted to the Enerpac (EPAC) director vest?

The phantom stock units granted to the Enerpac director vest in full 50 weeks after the grant date, subject to continued service on the board. This single vesting schedule applies to the entire 3,134-unit grant made under the Outside Director's Compensation Plan.

How are Enerpac (EPAC) phantom stock units settled for the director?

Enerpac’s phantom stock units for the director are settled in Class A common stock. Settlement occurs after the director’s termination of service or on a specified date, with each phantom stock unit converting into one share of Class A common stock.

What is the conversion ratio for Enerpac (EPAC) phantom stock reported in this filing?

The phantom stock reported in this filing converts on a 1-for-1 basis into Enerpac Class A common stock. Each phantom stock unit, once settled, delivers one share of Class A common stock to the director according to the plan’s terms.

What is the director’s total phantom stock position at Enerpac (EPAC) after this grant?

After receiving the new grant, the Enerpac director beneficially owns 20,391 phantom stock units. This figure reflects his total derivative holdings of phantom stock following the 3,134-unit acquisition reported in the Form 4 filing.

Under what plan were the Enerpac (EPAC) phantom stock units granted to the director?

The phantom stock units were granted under Enerpac’s Outside Director's Compensation Plan. The director elected to defer a grant of restricted stock units into phantom stock, which then vests and settles in common stock under the plan’s terms.

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

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Accepted by SEC EDGAR 02/09/2026 - 04:34 PM 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^*

Holder Richard D

(Last) (First) (Middle)

C/O ENERPAC TOOL GROUP CORP

648 N. PLANKINTON AVE. 4TH FLOOR

(Street)

MILWAUKEE WI 53203

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
ENERPAC TOOL GROUP CORP [ EPAC ]

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

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

3. Date of Earliest Transaction (Month/Day/Year)
02/06/2026

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

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

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

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

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
Phantom Stock(1)	(2)	02/06/2026		A		3,134		(1)	(1)	Class A Common Stock	3,134	$0	20,391	D

Explanation of Responses:

1. Pursuant to Outside Director's Compensation Plan, the director elected to defer the grant of restricted stock units, which vest in full 50 weeks after the date if the grant (subject to continued service) and are settled in common stock following the director's termination of service or a specified date.

2. The phantom stock is converted 1 for 1 into shares of Class A Common Stock.

	/s/ Noah Popp, Attorney-in-Fact	02/09/2026
	** 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).
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