Enerpac Tool Group Corp SEC Filings

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.

BlackRock, Inc. filed an Amendment No. 5 to Schedule 13G reporting beneficial ownership of 7,721,968 shares of Enerpac Tool Group Corp (EPAC), representing 14.3% of the common stock as of 09/30/2025.

BlackRock reports sole voting power over 7,628,805 shares and sole dispositive power over 7,721,968 shares, with no shared voting or dispositive power. The filing notes that the interest of iShares Core S&P Small-Cap ETF in Enerpac common stock is more than five percent of the total outstanding common stock.

BlackRock certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Enerpac Tool Group (EPAC) filed its annual report (Form 10‑K) for fiscal year ended August 31, 2025. The company operates one reportable segment, Industrial Tools & Services, selling branded hydraulic and mechanical tools and services across refinery/petrochemical, industrial MRO, power generation, infrastructure and other markets. Geographic mix in fiscal 2025 was 37% United States, 28% Europe, 13% Middle East, 11% Asia and 11% other regions.

Order backlog was $54 million at August 31, 2025, up from $41 million a year earlier. R&D expense was $14 million in fiscal 2025 (versus $12 million in 2024 and $9 million in 2023). The ASCEND transformation program was completed as of August 31, 2024 with total program costs of $75 million, including $19 million of restructuring charges. There were 52,981,546 Class A shares outstanding as of October 13, 2025; the aggregate market value held by non‑affiliates was approximately $2.49 billion as of February 28, 2025. Headcount was approximately 2,100 employees as of August 31, 2025.

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.

EPAC filed a Form 144 indicating a shareholder plans to sell 2,700 Class A shares through Fidelity Brokerage Services LLC on or about 10/16/2025. The filing lists an aggregate market value of $118,800 for the planned sale, with the shares to be sold on the NYSE.

The shares were acquired via Restricted Stock vesting from the issuer on 08/30/2024 as compensation. The filing also notes 53,937,328 shares outstanding.

Enerpac Tool Group filed an 8-K stating it furnished a press release announcing financial results for the three and twelve months ended August 31, 2025. The disclosure is provided under Item 2.02 and is treated as “furnished,” not “filed,” under the Exchange Act. The press release is included as Exhibit 99.1 dated October 15, 2025. The company’s Class A common stock trades on the NYSE under the symbol EPAC.

Noah Nathaniel Popp, EVP, General Counsel and Secretary of Enerpac Tool Group Corp (EPAC), received a grant of 2,589 restricted stock units on 09/15/2025. The report shows these units were granted under the Enerpac Tool Group 2017 Omnibus Plan at an implied price of $42.49 per share and are scheduled to vest on the second anniversary of the grant date, subject to Mr. Popp's continued service. Following the transaction the reporting person beneficially owns 2,589 Class A common shares on a direct basis. The filing is a standard Section 16 Form 4 disclosure of an insider equity award.

Enerpac Tool Group Corp. reporting person Paul Sternlieb, who is President, CEO and a director, reported a sale of 26,140 shares of Class A common stock on 08/30/2025 at a reported price of $42.34 per share. Following the transaction, the reporting person beneficially owns 331,042 shares. The Form 4 was signed by an attorney-in-fact on 09/03/2025.