STOCK TITAN

Enerpac (EPAC) director defers 3,134 phantom stock units as pay

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Enerpac Tool Group director Sidney S. II Simmons reported an award of derivative equity tied to the company’s stock. On February 6, 2026, he acquired 3,134 phantom stock units at a price of $0 under the Outside Director’s Compensation Plan.

These units represent deferred restricted stock units that vest in full 50 weeks after the grant date, subject to continued board service, and are settled in Class A common stock after his service ends or on a specified future date. Following this grant, he holds 32,708 phantom stock units directly.

Positive

  • None.

Negative

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Insider Simmons Sidney S. II
Role Director
Type Security Shares Price Value
Grant/Award Phantom Stock 3,134 $0.00 --
Holdings After Transaction: Phantom Stock — 32,708 shares (Direct)
Footnotes (1)
  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. The phantom stock is converted 1 for 1 into shares of Class A Common Stock.
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*
Simmons Sidney S. II

(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 32,708 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).
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 insider transaction did Enerpac (EPAC) director Sidney S. II Simmons report?

Sidney S. II Simmons reported receiving 3,134 phantom stock units as part of Enerpac’s Outside Director’s Compensation Plan. The units were granted at a $0 price and increase his directly held phantom stock balance to 32,708 derivative units linked to Class A common stock.

How do the reported Enerpac (EPAC) phantom stock units convert into common shares?

The phantom stock units reported by the Enerpac director convert on a 1-for-1 basis into shares of Class A common stock. Settlement occurs after the director’s termination of service or on a specified date, aligning payout timing with the director’s board tenure and deferral choices.

When do Sidney S. II Simmons’s Enerpac (EPAC) phantom stock units vest?

The phantom stock units vest in full 50 weeks after the grant date, provided the director continues serving on the board. This schedule applies to the 3,134 units granted on February 6, 2026, under the Outside Director’s Compensation Plan described in the Form 4 footnotes.

Is the Enerpac (EPAC) Form 4 transaction an open-market stock purchase or sale?

The Enerpac Form 4 shows an award of phantom stock units at a $0 price, not an open-market purchase or sale. It reflects deferred director compensation rather than a discretionary trade in the company’s Class A common shares on the public market.

How many Enerpac (EPAC) derivative securities does the director hold after this transaction?

After the February 6, 2026 transaction, the director beneficially owns 32,708 phantom stock derivative units. Each unit represents the right to receive one share of Enerpac Class A common stock upon settlement, subject to the plan’s vesting and timing conditions described in the filing.

What is the role of Enerpac’s Outside Director’s Compensation Plan in this Form 4?

Enerpac’s Outside Director’s Compensation Plan allows the director to defer restricted stock unit grants as phantom stock. The reported 3,134-unit award arises from this plan, vesting after 50 weeks and settling in Class A common stock upon termination of service or a chosen future date.
Enerpac Tool Group Corp

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1.83B
52.09M
Specialty Industrial Machinery
Misc Industrial & Commercial Machinery & Equipment
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United States
MILWAUKEE