Every Form 4 that Enerpac Tool Group Corp. (EPAC) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow EPAC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full EPAC filings page.
ENERPAC TOOL GROUP CORP (EPAC) reported that executive vice president of operations Eric Theodore Chack had 1,745 shares of Class A Common Stock delivered or withheld on September 15, 2026 to satisfy payment of exercise price or tax liability at a reference value of $34.59 per share.
After this transaction, he holds 23,984 shares directly, which includes 526 shares acquired under the company’s employee stock purchase plan since January 15, 2026. No Rule 10b5-1 trading plan is reported.
Enerpac Tool Group director Danny L. Cunningham exercised 2,930 director stock options at an exercise price of $26.95 per share, receiving the same number of Class A common shares. On the same day, he sold 2,930 shares at $34.35 per share. These transactions were reported as made under a Rule 10b5-1 trading plan, and the reported option grant was fully exercised.
Enerpac Tool Group director E James Jr Ferland exercised director stock options for 2,930 shares of Class A Common Stock at an exercise price of $26.95 per share granted under the 2009 Omnibus Incentive Plan, then sold 2,930 shares at $34.35 per share on July 23, 2026, in transactions affirmed as made under a Rule 10b5-1 trading plan.
Enerpac Tool Group Corp officer Patrick James Dawson reported a tax-related share withholding on Class A common stock. On March 15, 2026, 1,088 shares were withheld at $35.87 per share to cover tax obligations, rather than sold in the open market.
After this disposition, Dawson directly holds 4,770 shares of Enerpac stock. This figure includes 68 shares acquired under the company’s employee stock purchase plan since January 15, 2026, showing he retains a meaningful personal stake.
Enerpac Tool Group director Colleen Healy reported a stock-based award. On 02/06/2026 she acquired 3,134 shares of Class A common stock at a price of $0, reflecting restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan. These units vest in full 50 weeks after the grant date, subject to continued service. Following this award, she beneficially owns 12,632 shares directly.
Enerpac Tool Group director Lynn C. Minella reported an award of 3,134 phantom stock units on February 6, 2026 under the company’s Outside Director's Compensation Plan. These units were received at a price of $0 and increase her derivative holdings to 16,657 phantom stock units.
The director elected to defer a grant of restricted stock units, which vest in full 50 weeks after the grant date, subject to continued board service. After vesting, the phantom stock will be settled in shares of Class A common stock on the director’s termination of service or a specified date, on a 1-for-1 basis.
Enerpac Tool Group director Richard D. Holder reported an equity-based compensation grant in the form of 3,134 phantom stock units on February 6, 2026. These units were acquired at $0 per unit under the Outside Director's Compensation Plan and bring his total phantom stock holdings to 20,391 units.
The director elected to defer a grant of restricted stock units into phantom stock, which vests in full 50 weeks after the grant date, subject to continued board service. After vesting, the phantom stock will be settled in Enerpac Class A common stock, either following the director's termination of service or on a specified future date, at a 1-for-1 conversion ratio.
Enerpac Tool Group director Ferland E. James Jr. received an award of 5,545 shares of Class A common stock on 02/06/2026 at a price of $0 per share, boosting his directly held stake to 99,681 shares.
The award represents restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan, which are scheduled to vest in full 50 weeks after the grant date, provided he continues his service with the company.
Enerpac Tool Group director Danny L. Cunningham reported receiving an award of 3,134 shares of phantom stock on February 6, 2026 under the company’s 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 service.
Each phantom stock unit is convertible on a 1-for-1 basis into shares of Enerpac’s Class A common stock, and is settled in common stock after the director’s termination of service or a specified date. Following this transaction, Cunningham beneficially owns 47,315 phantom stock units directly.
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.
Enerpac Tool Group director Clarkson J. Palmer received an equity grant of 3,134 shares of Class A Common Stock on February 6, 2026. The award represents restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan at a price of $0 per share.
The restricted stock units vest in full 50 weeks after the grant date, subject to Mr. Palmer’s continued service. Following this grant, he beneficially owns 38,146 shares directly. This filing records an equity-based compensation grant rather than an open‑market purchase or sale.
Enerpac Tool Group director Alfredo Altavilla reported a routine share withholding related to equity compensation. On January 22, 2026, 638 shares of Class A common stock were withheld at $42.02 per share to satisfy backup withholding requirements of the Internal Revenue Service when restricted stock units vested. After this tax-related withholding, Altavilla beneficially owned 32,528 shares of Enerpac Tool Group common stock held directly.
Enerpac Tool Group Corp (EPAC) reported a small insider share transaction by its Corporate Controller & PAO. On 11/14/2025, the officer had 83 shares of Class A common stock disposed of in a transaction coded "F" at $38.76 per share, which typically reflects shares withheld to cover taxes on equity awards. After this transaction, the officer directly beneficially owned 5,790 shares of Enerpac Tool Group common stock. No derivative securities transactions were reported.
Enerpac Tool Group (EPAC) insider activity was reported on a Form 4. The company’s President and CEO, who also serves as a director, reported a transaction in Class A Common Stock on 11/07/2025.
The filing shows a disposition of 5,074 shares at $40.24 per share under transaction code F. Following the transaction, the insider beneficially owned 411,244 shares, held directly.
Enerpac Tool Group (EPAC) disclosed a Form 4 by its EVP & CFO reporting a tax-withholding share disposition. On 11/07/2025, 708 shares of Class A common stock were withheld under Transaction Code F at $40.24 per share. Following this administrative transaction, the executive beneficially owns 20,726 shares, held directly.
Enerpac Tool Group (EPAC) insider filing: the company’s EVP – Chief HR Officer reported a Form 4 transaction on 11/07/2025. The filing shows 619 shares of Class A common stock were withheld/disposed under code “F” at $40.24 per share, a standard tax-withholding related to equity vesting. Following this transaction, the officer directly owns 53,280 shares.
Enerpac Tool Group (EPAC) reported an insider transaction by its EVP, Operations. On 11/07/2025, the officer recorded a Form 4 transaction coded F involving 292 shares of Class A Common Stock at $40.24 per share. Following this activity, the reporting person directly beneficially owns 25,203 shares.
Enerpac Tool Group (EPAC) reported insider activity by an officer (Corporate Controller & PAO) on a Form 4. The filing shows an acquisition of 530 shares of Class A Common Stock on 10/23/2025 at $0 per share (code A), followed by a disposition of 53 shares on 11/07/2025 at $40.24 per share (code F). After these transactions, the officer directly owns 5,873 shares.
The filing notes that the restricted stock units were granted under the Enerpac Tool Group 2017 Omnibus Plan and vest in three equal annual installments beginning on October 23, 2026.
Enerpac Tool Group (EPAC) disclosed an insider transaction by its EVP - Chief HR Officer. On 10/24/2025, a Form 4 reported a code F transaction in Class A common stock, disposing of 873 shares at $42.47. After the transaction, the officer directly beneficially owned 53,899 shares.
Enerpac Tool Group (EPAC) disclosed an insider transaction on 10/24/2025. The President and CEO, who also serves as a Director, reported a Form 4 entry for Class A Common Stock with Transaction Code F, covering 6,345 shares at $42.47 per share. Following this transaction, the reporting person beneficially owns 416,318 shares, held directly.
Enerpac Tool Group (EPAC) — Form 4: The President & CEO, who is also a director, reported equity transactions dated October 23, 2025. The insider acquired 42,413 restricted stock units that vest in three equal annual installments beginning on October 23, 2026. They also acquired 113,159 shares earned from the vesting of performance-based RSUs granted on October 24, 2022.
A separate transaction reported 53,186 shares withheld or disposed at a price of $42.44 per share under code F. Following these transactions, the insider directly beneficially owns 422,663 shares.
Enerpac Tool Group (EPAC) reported insider equity activity for its EVP – Chief HR Officer on October 23, 2025. The filing shows an award of 5,302 restricted stock units at $0, which vest in three equal annual installments beginning on October 23, 2026. It also records 10,374 Class A shares earned upon vesting of performance-based RSUs granted on October 24, 2022. To cover taxes, 4,877 shares were withheld at $42.44. Following these transactions, the reporting person beneficially owned 54,772 shares, held directly.
Enerpac Tool Group (EPAC) reported an insider equity award. A Form 4 shows the company’s EVP, GC and Secretary received 3,240 restricted stock units on 10/23/2025 at a stated price of $0. Following this grant, the officer’s direct beneficial ownership is 5,829 shares.
The filing notes these RSUs were granted under the Enerpac Tool Group 2017 Omnibus Plan and will vest in three equal annual installments beginning on October 23, 2026.
Enerpac Tool Group (EPAC) reported an insider equity grant for its EVP & CFO. On 10/23/2025, the officer acquired 6,774 shares of Class A Common Stock at $0, reflecting a grant of restricted stock units under the company’s 2017 Omnibus Plan. These RSUs vest in three equal annual installments beginning on October 23, 2026.
Following the transaction, the officer beneficially owned 21,434 shares, held directly. The filing was signed by an attorney‑in‑fact pursuant to a power of attorney.
Enerpac Tool Group (EPAC) reported an insider transaction by its EVP, Operations. On 10/23/2025, the officer acquired 3,829 shares of Class A Common Stock at $0, reflecting a grant of restricted stock units under the 2017 Omnibus Plan.
The RSUs vest in three equal annual installments beginning on October 23, 2026. Following the transaction, the officer beneficially owns 25,495 shares directly. This total includes 617 shares acquired under the employee stock purchase plan since January 15, 2025.
Enerpac Tool Group (EPAC) reported an insider transaction by its President and CEO (also a Director). On 10/20/2025, a Form 4 lists a Code F transaction involving the disposition of 8,065 shares of Class A common stock at $41.91 per share.
Following this transaction, the reporting person beneficially owns 320,277 shares, held directly. No derivative security activity was reported in Table II.
Enerpac Tool Group (EPAC) insider filing: the company’s Corporate Controller & PAO reported a Form 4 transaction in Class A Common Stock on 10/19/2025. The filing shows a code F transaction involving 46 shares at $41.98 per share. Following the reported transaction, the insider beneficially owns 5,396 shares.
The footnote states this total includes 308 shares acquired under the issuer’s employee stock purchase plan since January 15, 2025. The form was signed by Noah Popp, Attorney-in-Fact, on 10/21/2025.
Enerpac Tool Group (EPAC) reported insider activity by its EVP – Chief HR Officer. On 10/19/2025, the officer recorded a code F transaction involving 954 shares of Class A common stock at $41.98. Following the transaction, the officer beneficially owned 43,973 shares.
Footnote detail states this total includes 469 shares acquired under the company’s employee stock purchase plan since February 14, 2025.
Enerpac Tool Group (EPAC) — Form 4 insider filing: A company director reported an acquisition of 28 phantom stock units on 10/17/2025. The units are tied to dividend equivalent rights and were recorded at a reference price of $41.98, which reflects the closing selling price of the Class A Common Stock on the accrual date.
Each phantom stock unit converts 1-for-1 into shares of Class A Common Stock and is generally settled following the director’s termination of service or a specified date, under the Outside Director’s Deferred Compensation Plan. After this transaction, the director reported 29,574 derivative securities beneficially owned on a direct basis.
Enerpac Tool Group (EPAC) reported a director transaction on a Form 4. On 10/17/2025, the director acquired 10 phantom stock units at $41.98, credited as dividend equivalent rights. These phantom stock units convert 1-for-1 into shares of Class A Common Stock and are generally settled following the director’s termination of service or a specified date.
After this transaction, the director beneficially owned 13,523 derivative securities, held directly.
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.
Enerpac Tool Group (EPAC) reported an insider Form 4 showing a director acquired 6 phantom stock units on 10/17/2025 under the Outside Director's Deferred Compensation Plan. These phantom units convert 1-for-1 into Class A Common Stock and carry a $0 conversion price. The filing notes the reference price was $41.98, based on the closing selling price on the accrual date of dividend equivalent rights. Following this non-cash accrual, the director directly beneficially owns 6,532 derivative securities.
Enerpac Tool Group (EPAC) reported a Form 4 for a director showing the acquisition of 39 phantom stock units on 10/17/2025 at $41.98. The credit reflects dividend equivalent rights under the Outside Director's Deferred Compensation Plan. These units convert 1-for-1 into Class A Common Stock and are generally settled after the director’s service ends or on a specified date. After this transaction, the director beneficially owns 44,181 derivative securities, held directly.
Enerpac Tool Group (EPAC) director reported an acquisition of 8 phantom stock units on 10/17/2025. The units were credited at a reference price of $41.98, reflecting dividend equivalent rights under the Outside Director's Deferred Compensation Plan. Phantom stock converts 1-for-1 into Class A Common Stock and is generally settled following the director’s termination of service or a specified date. Following this transaction, the director beneficially owns 8,963 derivative securities directly.
Enerpac Tool Group (EPAC) reported an insider transaction by a director on Form 4. On 10/17/2025, the director acquired 13 phantom stock units at $41.98 under the Outside Director's Deferred Compensation Plan. These units convert 1-for-1 into Class A Common Stock and are generally settled in common stock following the director's termination of service or on a specified date.
Following the transaction, the director held 17,257 derivative securities, with direct ownership.
Enerpac Tool Group (EPAC) reported an insider transaction by its President and CEO, who is also a Director. On 10/16/2025, the insider sold 2,700 shares of Class A common stock at $44 per share (transaction code S). After this sale, the insider directly owned 328,342 shares.