Welcome to our dedicated page for ENERPAC TOOL GROUP SEC filings (Ticker: EPAC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Enerpac Tool Group Corp.'s SEC filings document the formal reporting record for a Wisconsin industrial tools and services company whose common stock trades on the NYSE under EPAC. Form 8-K reports furnish quarterly and annual operating results, including Industrial Tools & Services sales, margins, cash flow, share repurchases, service contracts, product launches, and GAAP and non-GAAP financial measures.
Proxy and governance filings describe annual meeting matters, director elections, auditor ratification, advisory executive compensation votes, board governance, executive compensation, and shareholder voting outcomes. Other 8-K disclosures cover officer appointments and departures, compensatory arrangements, and Regulation BTR notices tied to employee benefit plan trading restrictions involving Enerpac common stock.
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.
Kayne Anderson Rudnick Investment Management, LLC filed an amended Schedule 13G reporting beneficial ownership of 3,946,717 Enerpac Tool Group Corp Class A shares, representing 7.5% of the class as of 12/31/2025. The firm reports a mix of sole and shared voting and dispositive power over these shares.
Kayne Anderson Rudnick certifies the Enerpac shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the company, other than activities solely in connection with a nomination under Rule 240.14a-11.
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 Corp. held its Annual Meeting of Shareholders on February 4, 2026, where investors voted on three key proposals. Shareholders elected eight directors, including J. Palmer Clarkson, Colleen M. Healy, and CEO Paul E. Sternlieb, to serve until the next annual meeting and until successors are elected and qualified.
Shareholders also ratified Ernst & Young LLP as Enerpac’s independent auditor for the fiscal year ending August 31, 2026. In addition, investors approved, on an advisory basis, the compensation of the company’s named executive officers, signaling support for current leadership and pay practices.