Enerpac director sells 2,930 shares after option exercise
Accepted by SEC EDGAR
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Form Type
4
Rhea-AI Filing Summary
Enerpac Tool Group director E James Jr Ferland exercised director stock options for 2,930 shares of Class A Common Stock at an exercise price of $26.95 per share granted under the 2009 Omnibus Incentive Plan, then sold 2,930 shares at $34.35 per share on July 23, 2026, in transactions affirmed as made under a Rule 10b5-1 trading plan.
Insider Trade Summary 10b5-1
Exercise and Sale: 2,930 shares ($22K approx. pre-tax spread)
Exercise and Sale
3 txns
Insider
Ferland E James Jr
Role
Director
Sold
2,930 shs ($101K)
Approx. gross sale proceeds
$101K
Approx. exercise cost
$79K
Approx. pre-tax spread
$22K
Share of Position Sold
2.9%
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Director Stock Option (Right to Buy) F1 | 2,930 | $0.00 | $0.00 |
| Exercise | Class A Common Stock | 2,930 | $26.95 | $79K |
| Sale | Class A Common Stock | 2,930 | $34.35 | $101K |
Holdings After Transaction:
Director Stock Option (Right to Buy) — 0 contracts (Direct);
Class A Common Stock — 99,681 shares (Direct)
Holdings Before and After:
Director Stock Option (Right to Buy), 2,930 to 0 contracts (Direct);
Class A Common Stock, 99,681 to 99,681 shares (Direct)
Other Insiders: 1 other insider reported open-market sales of this stock in the 30 days up to this filing.
Footnotes (1)
- F1. Option granted under the Company's 2009 Omnibus Incentive Plan.
Key Figures
Shares exercised: 2,930 shares
Option exercise price: $26.95 per share
Shares sold: 2,930 shares
+3 more
6 metrics
Shares exercised
2,930 shares
Director stock options exercised into Class A Common Stock on July 23, 2026
Option exercise price
$26.95 per share
Exercise price of Director Stock Option (Right to Buy) for 2,930 shares
Shares sold
2,930 shares
Class A Common Stock sold on July 23, 2026 following option exercise
Sale price
$34.35 per share
Per-share price for sale of 2,930 Class A Common Stock shares
Option expiration
January 16, 2027
Expiration date of Director Stock Option that was exercised
Net shares sold
2,930 shares
Net sell direction from transaction summary (exercise then full sale)
Key Terms
Director Stock Option (Right to Buy), 2009 Omnibus Incentive Plan, Class A Common Stock, Exercise or conversion of derivative security, +1 more
5 terms
Director Stock Option (Right to Buy) financial
"Security title listed as Director Stock Option (Right to Buy) for the derivative"
2009 Omnibus Incentive Plan financial
"Option granted under the Company's 2009 Omnibus Incentive Plan"
Class A Common Stock financial
"Underlying security title and sold shares identified as Class A Common Stock"
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
Exercise or conversion of derivative security financial
"Transaction code M described as Exercise or conversion of derivative security"
Rule 10b5-1 regulatory
"Transactions affirmed under a Rule 10b5-1 trading plan via plan checkbox"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did EPAC director E James Jr Ferland report?
E James Jr Ferland reported exercising options for 2,930 Enerpac Tool Group (EPAC) shares at $26.95 per share and selling 2,930 shares at $34.35 per share on July 23, 2026, as part of a planned Rule 10b5-1 trading arrangement.
What was the option exercise price in the EPAC Form 4 transaction?
The reported stock options were exercised at an exercise price of $26.95 per share for 2,930 shares of Enerpac Tool Group Class A Common Stock. The options were originally granted under the company’s 2009 Omnibus Incentive Plan and fully exercised in this transaction.
Were the reported EPAC insider transactions under a Rule 10b5-1 plan?
Yes, the transactions are affirmed as made under a Rule 10b5-1 trading plan. This means the option exercise and subsequent sale of 2,930 shares on July 23, 2026, followed a pre-established trading arrangement rather than discretionary timing.
AI-generated analysis. How Rhea-AI works. Not financial advice.
