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EPAC Insider Filing: Director Reports 4,224 Options and Related Sale

Filing Impact
(Moderate)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Enerpac Tool Group director Ferland E James Jr reported insider transactions dated 08/12/2025 involving 4,224 shares/options. The filing lists two non-derivative entries for Class A Common Stock on that date: one line showing 4,224 shares at $21.41 (code "M") and a second line showing 4,224 shares sold at $40.99 (code "S"). Table II also reports an Employee Stock Option (Right to Buy) with an exercise/conversion price of $21.41 covering 4,224 underlying shares and cites the 2009 Omnibus Incentive Plan in the explanations. The filing displays beneficial ownership figures of 98,360 and 94,136 shares on the reported lines.

Positive

  • None.

Negative

  • None.

Insights

TL;DR: Routine director activity showing an option-related transaction and same-size sale; appears informational rather than materially transformative.

The Form 4 documents activity by director Ferland E James Jr on 08/12/2025 involving 4,224 shares/options. Table II lists an Employee Stock Option with a $21.41 exercise/conversion price covering 4,224 underlying shares and cites the company's 2009 Omnibus Incentive Plan. Table I shows corresponding non-derivative lines with prices of $21.41 and $40.99 and beneficial ownership figures of 98,360 and 94,136. This filing records insider compensation-related and sale activity; it does not by itself disclose revenue, guidance, or other operational data that would directly change a valuation model.

TL;DR: Insider compensation and sale recorded under an existing omnibus plan; disclosure aligns with Section 16 reporting requirements.

The report identifies the reporting person as a director and records option-related activity under the 2009 Omnibus Incentive Plan. The filing includes an Employee Stock Option (Right to Buy) for 4,224 shares at a stated price of $21.41 and non-derivative entries showing 4,224-share amounts at $21.41 and $40.99. The document includes a Power of Attorney exhibit and a manual signature block. From a governance perspective, the disclosure meets the typical transparency expected for director awards and dispositions; the form itself does not indicate any governance irregularity.

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).
X
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*
Ferland E James Jr

(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)
08/12/2025
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
Class A Common Stock 08/12/2025 M 4,224 A $21.41 98,360 D
Class A Common Stock 08/12/2025 S 4,224 D $40.99 94,136 D
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
Employee Stock Option (Right to Buy)(1) $21.41 08/12/2025 M 4,224 12/19/2016 01/19/2026 Class A Common Stock 4,224 $0 0 D
Explanation of Responses:
1. Option granted under the Company's 2009 Omnibus Incentive Plan.
Remarks:
Exhibit 24.1 - Power of Attorney
/s/ Noah Popp, Attorney-in-Fact 08/13/2025
** 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).
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.

FAQ

What transactions did Ferland E James Jr report on the Form 4 for EPAC?

The filing reports transactions dated 08/12/2025 involving 4,224 shares/options: non-derivative lines at $21.41 (code M) and $40.99 (code S), and a derivative entry for an Employee Stock Option covering 4,224 underlying shares.

What is the exercise/conversion price and size of the option reported?

Table II shows an Employee Stock Option with an exercise/conversion price of $21.41 covering 4,224 underlying Class A shares.

Under which plan was the option activity reported?

The filing’s explanation states the option was granted under the company’s 2009 Omnibus Incentive Plan.

What beneficial ownership figures are shown on the Form 4?

The non-derivative lines display beneficial ownership figures of 98,360 and 94,136 shares on the reported lines.

What role does the reporting person hold at Enerpac (EPAC)?

The form identifies the reporting person, Ferland E James Jr, as a Director of Enerpac Tool Group Corp.
Enerpac Tool Group Corp

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2.22B
52.10M
0.95%
104.23%
1.87%
Specialty Industrial Machinery
Misc Industrial & Commercial Machinery & Equipment
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United States
MILWAUKEE