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Enerpac Tool Group grants Jefferson 5,678 stock units

Enerpac Tool Group Corp EVP and CCO Philip Ashley Jefferson reported two Class A common-stock awards on October 13, 2026: 5,678 restricted stock units granted and 3,871 shares earned as payment for vesting performance-based restricted stock units.

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Form Type
4

Rhea-AI Filing Summary

Enerpac Tool Group Corp EVP and CCO Philip Ashley Jefferson reported two Class A common-stock awards on October 13, 2026: 5,678 restricted stock units granted and 3,871 shares earned as payment for vesting performance-based restricted stock units. The 5,678 units vest in three equal annual installments beginning October 13, 2027. On the same date, 1,743 shares were delivered or withheld for payment of exercise price or tax liability at $35.22 per share.

Insider Jefferson Philip Ashley
Role EVP and CCO
Type Security Shares Price Value
Grant/Award Class A Common Stock F1 5,678 $0.00 $0.00
Grant/Award Class A Common Stock F2 3,871 $0.00 $0.00
Exercise Price or Tax Liability Class A Common Stock 1,743 $35.22 $61K
Holdings After Transaction: Class A Common Stock — 15,852 shares (Direct)
Footnotes (2)
  1. F1. Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan that vest in three equal annual installments beginning on October 13, 2027.
  2. F2. Represents shares of Class A Common Stock that have been earned by the Reporting Person as payment in respect of the vesting of performance-based restricted stock units granted to Reporting Person on October 19, 2023.
Restricted stock units granted 5,678 restricted stock units October 13, 2026; vest in three equal annual installments beginning October 13, 2027
Shares earned for vesting performance-based restricted stock units 3,871 shares October 13, 2026
Shares delivered or withheld 1,743 shares For payment of exercise price or tax liability on October 13, 2026
Price per share $35.22 per share Shares delivered or withheld on October 13, 2026
Vesting installments 3 equal annual installments Beginning October 13, 2027
Restricted stock units financial
"Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan"
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.
performance-based restricted stock units financial
"vesting of performance-based restricted stock units granted to Reporting Person"
Performance-based restricted stock units are a type of employee equity award that converts into company shares only if predefined financial or operational targets are met over a set period. Think of it like a bonus check that becomes stock only when specific goals are hit; it ties pay to results, aligning managers’ incentives with shareholders. Investors care because these awards affect future share count, executive incentives, and signal how management’s success will be measured and rewarded.
2017 Omnibus Plan financial
"Enerpac Tool Group 2017 Omnibus Plan"

FAQ

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

How many EPAC shares did Philip Ashley Jefferson receive on October 13, 2026?

He received 5,678 restricted stock units and earned 3,871 shares as payment in respect of vesting performance-based restricted stock units. The 5,678 units vest in three equal annual installments beginning October 13, 2027.

How many EPAC shares were delivered or withheld by Philip Ashley Jefferson?

1,743 shares were delivered or withheld for payment of exercise price or tax liability on October 13, 2026, at $35.22 per share.

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

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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*
Jefferson Philip Ashley

(Last)(First)(Middle)
C/O ENERPAC TOOL GROUP
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)
Director10% Owner
XOfficer (give title below)Other (specify below)
EVP and CCO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
10/13/2026
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
Class A Common Stock10/13/2026A5,678(1)A$013,724D
Class A Common Stock10/13/2026A3,871(2)A$017,595D
Class A Common Stock10/13/2026F1,743D$35.2215,852D
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
Explanation of Responses:
1. Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan that vest in three equal annual installments beginning on October 13, 2027.
2. Represents shares of Class A Common Stock that have been earned by the Reporting Person as payment in respect of the vesting of performance-based restricted stock units granted to Reporting Person on October 19, 2023.
/s/ Noah Popp, Attorney-in-Fact10/15/2026
** 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)

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