EPAC Form 4: Director phantom stock accrual; 17,257 units held
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Enerpac Tool Group (EPAC) director reported a routine equity accrual. On 10/17/2025, the director accrued 13 phantom stock units at a reference price of $41.98. Phantom stock converts 1-for-1 into Class A Common Stock and is generally settled under the Outside Director's Deferred Compensation Plan following termination of service or on a specified date.
Following this transaction, 17,257 derivative securities were beneficially owned, held directly.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Holder Richard D
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Phantom Stock | 13 | $41.98 | $545.74 |
Holdings After Transaction:
Phantom Stock — 17,257 shares (Direct)
Footnotes (1)
- Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled generally 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. Price is based on the closing selling price of the Class A Common Stock on the date of accrual of the dividend equivalent rights.
FAQ
What did EPAC (Enerpac Tool Group) disclose on Form 4?
A director reported the accrual of 13 phantom stock units on 10/17/2025.
What was the reference price for the EPAC phantom stock accrual?
The price reference was $41.98, based on the closing selling price on the accrual date.
How are EPAC phantom stock units settled?
They are generally settled after the director’s termination of service or on a specified date under the plan.
What is the conversion for EPAC phantom stock units?
Phantom stock is converted 1-for-1 into shares of Class A Common Stock.
How many derivative securities does the EPAC director hold after the transaction?
Beneficial ownership after the transaction is 17,257 derivative securities, held directly.
What plan governs the EPAC phantom stock units?
The Outside Director's Deferred Compensation Plan governs these phantom stock units.