Enerpac (EPAC) director adds 13 phantom units; total 17,257 held

Enerpac Tool Group (EPAC) director reported a routine equity accrual.

Accepted by SEC EDGAR 10/20/2025 - 01:14 PM EDT Learn about SEC filing dates

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.

Insider Trade Summary

Grant/Award: 13 shares

Grant/Award 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 contracts (Direct)

Holdings Before and After: Phantom Stock, 17,244 to 17,257 contracts (Direct)

Footnotes (3)

1. F1. 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.
2. F2. The phantom stock is converted 1 for 1 into shares of Class A Common Stock.
3. F3. 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

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

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.

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

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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^*

Holder Richard D

(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)
10/17/2025

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

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)	10/17/2025		A		13		(1)	(1)	Class A Common Stock	13	$41.98(3)	17,257	D

Explanation of Responses:

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.

2. The phantom stock is converted 1 for 1 into shares of Class A Common Stock.

3. Price is based on the closing selling price of the Class A Common Stock on the date of accrual of the dividend equivalent rights.

Remarks:

Exhibit 24.1 - Power of Attorney

	/s/ Noah Popp, Attorney-in-Fact	10/20/2025
	** 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.