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. (EPAC) director Lynn C. Minella acquired 15 phantom stock units on October 16, 2026. The units convert one-for-one into Class A Common Stock and generally settle following the director’s termination of service or on a specified date. The reported $35.17 price is based on the Class A Common Stock closing selling price on the date the dividend equivalent rights accrued. Minella’s reported holding following the transaction was 16,672 phantom stock units.
Enerpac Tool Group Corp. director Richard D. Holder acquired 20 phantom stock units on October 16, 2026, and his reported balance afterward was 20,411 units. The units convert one-for-one into Class A Common Stock. The reported $35.17 price is based on the Class A Common Stock closing selling price on the date dividend equivalent rights accrued.
Enerpac Tool Group Corp. director E. James Ferland Jr. acquired 7 phantom stock units on October 16, 2026, with a reported reference price of $35.17 per share based on the closing selling price of Class A Common Stock on the date dividend equivalent rights accrued. The units convert 1-for-1 into Class A Common Stock and generally are settled following the director’s termination of service or on a specified date. His reported post-transaction position was 6,539 phantom stock units.
Enerpac Tool Group Corp. (EPAC) director Danny L. Cunningham received 50 phantom stock units on October 16, 2026. His reported resulting position was 47,365 phantom stock units. The reported $35.17 per-share value is based on the Class A Common Stock closing selling price on the date dividend equivalent rights accrued.
ENERPAC TOOL GROUP CORP (EPAC) director J. Palmer Clarkson acquired 10 phantom stock units on October 16, 2026, bringing his reported direct phantom stock holdings to 8,973 units. The reported $35.17 per-share figure is based on the Class A Common Stock closing selling price on the date dividend equivalent rights accrued.
Enerpac Tool Group Corp. (EPAC) entered into an amended and restated credit agreement providing a $550 million revolving credit facility and a $300 million term loan. It amended and restated in its entirety a September 9, 2022 agreement that provided a $625 million revolver and a $200 million term loan. Both new facilities mature on October 16, 2031. Initial borrowings were applied to repay outstanding debt under the prior agreement and pay applicable fees and transaction expenses.
EPAC may request up to $425 million in facility increases and/or additional term-loan tranches, subject to customary conditions, including participating-lender commitments. Borrowings initially bear interest at term SOFR plus 1.125% per annum, with spreads adjusted based on net leverage. The agreement is secured by substantially all personal property assets of the company and its domestic subsidiary guarantors, subject to specified exclusions, and certain subsidiary equity interests. Quarterly covenants limit the net leverage ratio to 3.75 to 1.00, with an election—subject to conditions—for 4.25 to 1.00 during the testing period of certain material acquisitions and the next four testing periods; the interest coverage ratio must not be less than 3.00 to 1.00.
Enerpac Tool Group Corp (EPAC) reported that President and CEO Paul Sternlieb acquired 53,379 restricted stock units and received 20,779 and 98,194 shares earned through vesting performance-based restricted stock units on October 13, 2026. He also reported 9,767 and 46,152 shares delivered or withheld for payment of exercise price or tax liability, each at a reported price of $35.22 per share.
The 53,379 restricted stock units vest in three equal annual installments beginning October 13, 2027.
Enerpac Tool Group Corp EVP - CPTO Benjamin James Topercer reported a restricted-stock-unit grant, shares earned in respect of performance-based units, and a share disposition on October 13, 2026. The grant was for 7,098 restricted stock units under the Enerpac Tool Group 2017 Omnibus Plan, vesting in three equal annual installments beginning October 13, 2027. He also reported 7,740 Class A Common Stock shares earned in respect of vesting performance-based restricted stock units granted October 19, 2023, and 3,639 shares delivered or withheld for payment of exercise price or tax liability, at a reported $35.22 per share.
Enerpac Tool Group Corp EVP and CCO Philip Ashley Jefferson reported two Class A common-stock awards on October 13, 2026: 5,678 restricted stock units granted and 3,871 shares earned as payment for vesting performance-based restricted stock units. The 5,678 units vest in three equal annual installments beginning October 13, 2027. On the same date, 1,743 shares were delivered or withheld for payment of exercise price or tax liability at $35.22 per share.
Enerpac Tool Group Corp. approved performance-vesting restricted stock unit awards for four named executive officers under a long-term incentive program tied to successful completion of its previously announced agreement to acquire SFE Group. The program is designed to reward completion of the acquisition and incentivize growth associated with integration and future acquisition activities. At target performance, the stated grant-date values are $200,000 for Darren M. Kozik, $125,000 for Benjamin J. Topercer, $110,000 for Noah N. Popp and $75,000 for Eric T. Chack. Half of each award is tied to net sales goals and half to adjusted EBITDA goals for fiscal 2028. Awards earn 0% of target shares at threshold, 100% at target and 200% at maximum; earned shares vest on the last day of fiscal 2028, subject to continued employment. The awards are forfeited for no consideration if the acquisition does not close on or before November 30, 2026. Certain circumstances provide for accelerated vesting.