STOCK TITAN

Enerpac Tool Group director acquires 10 deferred stock units

The deferred-compensation units generally settle after the director's service ends or on a specified date and convert 1 for 1 into Class A Common Stock.

(Neutral)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
4

Rhea-AI Filing Summary

ENERPAC TOOL GROUP CORP (EPAC) director J. Palmer Clarkson acquired 10 phantom stock units on October 16, 2026, bringing his reported direct phantom stock holdings to 8,973 units. The reported $35.17 per-share figure is based on the Class A Common Stock closing selling price on the date dividend equivalent rights accrued.

Insider Clarkson J. Palmer
Role Director
Type Security Shares Price Value
Grant/Award Phantom Stock F1, F2, F3 10 $35.17 $351.70
Holdings After Transaction: Phantom Stock — 8,973 contracts (Direct)
Footnotes (3)
  1. F1. Pursuant to Outside Director's Deferred Compensation Plan, the phantom stock units are settled generally 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.
  3. F3. Price is based on the closing selling price of the Class A Common Stock on the date of accrual of the dividend equivalent rights.
Phantom stock units acquired 10 units October 16, 2026
Direct phantom stock holdings following transaction 8,973 units Reported after the transaction
Reported price $35.17 per share Based on the closing selling price on the date dividend equivalent rights accrued
Phantom stock conversion ratio 1 for 1 Conversion into Class A Common Stock
Phantom Stock financial
"the phantom stock is converted 1 for 1"
A phantom stock is a form of compensation that gives employees or executives the benefits of stock ownership, such as the increase in stock value, without actually giving them real shares. It acts like a promise to pay the employee the equivalent value of company stock later, often as a bonus or incentive. This allows companies to motivate and reward staff without diluting ownership or transferring actual shares.
Outside Director's Deferred Compensation Plan financial
"Pursuant to Outside Director's Deferred Compensation Plan"
dividend equivalent rights financial
"date of accrual of the dividend equivalent rights"
Dividend equivalent rights are promises that mirror the cash payments shareholders get from a company’s profits, but they are paid to holders of certain awards (like stock options or restricted stock units) rather than to actual shares. Think of them as a paycheck top‑up that matches dividends while the award is not yet a real stock, and they matter to investors because they add to employee compensation costs and potential share dilution, affecting company profitability and per‑share value.

FAQ

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

How does EPAC phantom stock under the director plan settle?

Under the Outside Director's Deferred Compensation Plan, phantom stock units are generally settled following the director's termination of service or on a specified date. They convert 1 for 1 into Class A Common Stock.

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

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Available on EDGAR Accepted by SEC EDGAR Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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*
Clarkson J. Palmer

(Last)(First)(Middle)
C/O ENERPAC TOOL GROUP CORP
648 N. PLANKINTON AVE. 4TH FLOOR

(Street)
MILWAUKEE WISCONSIN 53203

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
ENERPAC TOOL GROUP CORP [ EPAC ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
10/16/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Phantom Stock(1)(2)10/16/2026A10 (1) (1)Class A Common Stock10$35.17(3)8,973D
Explanation of Responses:
1. Pursuant to Outside Director's Deferred Compensation Plan, the phantom stock units are settled generally 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.
3. Price is based on the closing selling price of the Class A Common Stock on the date of accrual of the dividend equivalent rights.
/s/ Noah Popp, Attorney-in-Fact10/20/2026
** Signature of Reporting PersonDate
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)

Keep reading