Tapewire

NYSE · USD

EPAC

ENERPAC TOOL GROUP CORP

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Tapewire entity
4543
SEC CIK
0000006955
Parsed reports
540

Last 12 months

Inside the activity.

0 purchase rows · 2 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202602
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 12, 2025 Filed Aug 13, 2025 20:29 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 4,224 $0.00 Strike: $21.41 $0.00
Disclosure

SEC source: 0001127602-25-020394 · form4.xml · derivative · entry 3

Ferland E James Jr · CIK 0001404512 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,224 shares

Expires 2026-01-19

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: Option granted under the Company's 2009 Omnibus Incentive Plan.

Read SEC document
August 12, 2025 Filed Aug 13, 2025 20:29 UTC SaleClass A Common Stock 4,224 $40.99 $173,141.76
Disclosure

SEC source: 0001127602-25-020394 · form4.xml · nonDerivative · entry 2

Ferland E James Jr · CIK 0001404512 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 94,136

Read SEC document
August 12, 2025 Filed Aug 13, 2025 20:29 UTC Exercise / conversionClass A Common Stock 4,224 $21.41 $90,435.84
Disclosure

SEC source: 0001127602-25-020394 · form4.xml · nonDerivative · entry 1

Ferland E James Jr · CIK 0001404512 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 98,360

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 15:16 UTC
Topercer Benjamin JamesEVP - Chief HR Officer
Tax withholdingClass A Common Stock 5,093 $46.14 $234,991.02
Disclosure

SEC source: 0001127602-25-005359 · form4.xml · nonDerivative · entry 1

Topercer Benjamin James · CIK 0001912161 · EVP - Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,458

F1 · balance_after: Includes 144 shares acquired under the Issuer's employee stock purchase plan on January 15, 2025.

Read SEC document
February 06, 2025 Filed Feb 10, 2025 19:37 UTC GrantPhantom Stock · Derivative 2,624 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-003782 · form4.xml · derivative · entry 1

Cunningham Danny L · CIK 0001671078 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,142

Underlying: Class A Common Stock · 2,624 shares

Expires not disclosed

F1 · security: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in common stock following the director's termination of service or a specified date.

F2 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock.

F1 · derivative.exercise_date: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in common stock following the director's termination of service or a specified date.

F1 · derivative.expiration_date: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in common stock following the director's termination of service or a specified date.

Read SEC document
February 06, 2025 Filed Feb 10, 2025 19:43 UTC GrantPhantom Stock · Derivative 4,592 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-003784 · form4.xml · derivative · entry 1

MINELLA LYNN C · CIK 0001272690 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,513

Underlying: Class A Common Stock · 4,592 shares

Expires not disclosed

F1 · security: Pursuant to Outside Director's Deferred Compensation Plan (the "Plan"), the phantom stock units are settled generally following the director's termination of service or a specified date.

F2 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock.

F1 · derivative.exercise_date: Pursuant to Outside Director's Deferred Compensation Plan (the "Plan"), the phantom stock units are settled generally following the director's termination of service or a specified date.

F1 · derivative.expiration_date: Pursuant to Outside Director's Deferred Compensation Plan (the "Plan"), the phantom stock units are settled generally following the director's termination of service or a specified date.

F3 · derivative.underlying_shares: Grant consists of (i) 2,624 restricted stock units which the Reporting Person elected to defer pursuant to the Plan, which vests in full 50 weeks after the date of the grant and (ii) 1,968 phantom stock shares, which the Reporting Person elected to receive in lieu of the Reporting Person's annual cash retainer pursuant to the Plan. All of the shares of phantom stock are settled in common stock generally following the director's termination of service or a specified date pursuant to the Plan.

Read SEC document
February 06, 2025 Filed Feb 10, 2025 19:35 UTC GrantPhantom Stock · Derivative 2,624 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-003779 · form4.xml · derivative · entry 1

Holder Richard D · CIK 0001360591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,244

Underlying: Class A Common Stock · 2,624 shares

Expires not disclosed

F1 · security: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in common stock generally following the director's termination of service or a specified date.

F2 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock.

F1 · derivative.exercise_date: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in common stock generally following the director's termination of service or a specified date.

F1 · derivative.expiration_date: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in common stock generally following the director's termination of service or a specified date.

Read SEC document
February 06, 2025 Filed Feb 10, 2025 19:33 UTC GrantPhantom Stock · Derivative 2,624 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-003776 · form4.xml · derivative · entry 1

Altmaier Judy L · CIK 0001474806 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,244

Underlying: Class A Common Stock · 2,624 shares

Expires not disclosed

F1 · security: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in common stock generally following the director's termination of service or a specified date.

F2 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock.

F1 · derivative.exercise_date: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in common stock generally following the director's termination of service or a specified date.

F1 · derivative.expiration_date: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in common stock generally following the director's termination of service or a specified date.

Read SEC document
February 06, 2025 Filed Feb 10, 2025 18:12 UTC GrantClass A Common Stock 4,811 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-003751 · form4.xml · nonDerivative · entry 1

Ferland E James Jr · CIK 0001404512 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,136

F1 · shares: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan that vest in full 50 weeks after the date of the grant.

Read SEC document
February 06, 2025 Filed Feb 10, 2025 18:09 UTC GrantClass A Common Stock 2,624 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-003744 · form4.xml · nonDerivative · entry 1

Healy Colleen · CIK 0001916965 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,498

F1 · shares: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan that vest in full 50 weeks after the date of the grant.

Read SEC document
February 06, 2025 Filed Feb 10, 2025 18:11 UTC GrantClass A Common Stock 2,624 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-003747 · form4.xml · nonDerivative · entry 1

Simmons Sidney S. II · CIK 0001736009 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,728

F1 · shares: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan that vest in full 50 weeks after the date of the grant.

Read SEC document
February 06, 2025 Filed Feb 10, 2025 18:07 UTC GrantClass A Common Stock 2,624 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-003742 · form4.xml · nonDerivative · entry 1

Clarkson J. Palmer · CIK 0001705595 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,012

F1 · shares: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan that vest in full 50 weeks after the date of the grant.

Read SEC document
February 06, 2025 Filed Feb 10, 2025 18:05 UTC GrantClass A Common Stock 2,624 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-003740 · form4.xml · nonDerivative · entry 1

Altavilla Alfredo · CIK 0001518991 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,166

F1 · shares: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan that vest in full 50 weeks after the date of the grant.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 20:52 UTC Exercise / conversionPhantom Stock · Derivative 3,278 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001127602-25-002910 · form4.xml · derivative · entry 2

Ferland E James Jr · CIK 0001404512 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,526

Underlying: Class A Common Stock · 3,278 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · security: Pursuant to Outside Directors' Deferred Compensation plan, the phantom stock units are settled generally following the director's termination of service or a specified date.

F2 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock.

F2 · price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock.

F3 · derivative.exercise_date: Pursuant to Outside Directors' Deferred Compensation plan, the phantom stock units are settled generally following the director's termination of service or a specified date.

F3 · derivative.expiration_date: Pursuant to Outside Directors' Deferred Compensation plan, the phantom stock units are settled generally following the director's termination of service or a specified date.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 20:52 UTC Exercise / conversionClass A Common Stock 3,278 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-002910 · form4.xml · nonDerivative · entry 1

Ferland E James Jr · CIK 0001404512 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,325

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Acquisition of shares upon the conversion of phantom stock units under Outside Directors' Deferred Compensation plan.

F2 · price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock.

Read SEC document
January 25, 2025 Filed Jan 28, 2025 16:05 UTC
Denis JamesEVP, GC and Secretary
Tax withholdingClass A Common Stock 393 $44.16 $17,354.88
Disclosure

SEC source: 0001127602-25-002050 · form4.xml · nonDerivative · entry 1

Denis James · CIK 0001946085 · EVP, GC and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,438

Read SEC document
January 25, 2025 Filed Jan 28, 2025 16:02 UTC
Sternlieb PaulDirector · President and CEO
Tax withholdingClass A Common Stock 5,444 $44.16 $240,407.04
Disclosure

SEC source: 0001127602-25-002048 · form4.xml · nonDerivative · entry 1

Sternlieb Paul · CIK 0001720243 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 357,182

Read SEC document
January 10, 2025 Filed Jan 14, 2025 17:30 UTC Tax withholdingClass A Common Stock 1,011 $40.94 $41,390.34
Disclosure

SEC source: 0001127602-25-001173 · form4.xml · nonDerivative · entry 1

Altavilla Alfredo · CIK 0001518991 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,542

F1 · date: The reported transaction reports the Issuer's withholding of shares, under backup withholding requirements of the Internal Revenue Service, upon the vesting of restricted stock units that vested on January 10, 2025.

Read SEC document
December 15, 2024 Filed Dec 16, 2024 20:08 UTC GrantClass A Common Stock 9,724 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-029466 · form4.xml · nonDerivative · entry 1

Kozik Darren Matthew · CIK 0002042071 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,660

F1 · shares: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan, of which (i) 4,606 units vest on the second anniversary of the grant date and (ii) 5,118 units vest on the third anniversary of the grant date, in each case, subject to the reporting person's continued service with the Issuer.

Read SEC document
November 14, 2024 Filed Nov 18, 2024 17:39 UTC
Dawson Patrick JamesCorporate Controller & PAO
Tax withholdingClass A Common Stock 78 $48.11 $3,752.58
Disclosure

SEC source: 0001127602-24-027434 · form4.xml · nonDerivative · entry 1

Dawson Patrick James · CIK 0002012578 · Corporate Controller & PAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,134

Read SEC document
November 07, 2024 Filed Nov 12, 2024 17:10 UTC
Denis JamesEVP, GC and Secretary
GrantClass A Common Stock 3,455 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-026940 · form4.xml · nonDerivative · entry 1

Denis James · CIK 0001946085 · EVP, GC and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,831

F1 · shares: Restricted stock units granted under the 2017 Enerpac Tool Group Omnibus Plan that vest in three equal annual installments beginning on November 7, 2025.

Read SEC document
November 07, 2024 Filed Nov 12, 2024 17:08 UTC
Sternlieb PaulDirector · President and CEO
GrantClass A Common Stock 32,385 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-026938 · form4.xml · nonDerivative · entry 1

Sternlieb Paul · CIK 0001720243 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 362,626

F1 · shares: Restricted stock units granted under the 2017 Enerpac Tool Group Omnibus Plan that vest in three equal annual installments beginning on November 7, 2025.

Read SEC document
November 07, 2024 Filed Nov 12, 2024 17:06 UTC
Topercer Benjamin JamesEVP - Chief HR Officer
GrantClass A Common Stock 3,949 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-026935 · form4.xml · nonDerivative · entry 1

Topercer Benjamin James · CIK 0001912161 · EVP - Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,407

F1 · shares: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan that vest in three equal annual installments beginning on November 7, 2025.

Read SEC document
November 07, 2024 Filed Nov 12, 2024 17:04 UTC
Dawson Patrick JamesCorporate Controller & PAO
GrantClass A Common Stock 493 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-026933 · form4.xml · nonDerivative · entry 1

Dawson Patrick James · CIK 0002012578 · Corporate Controller & PAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,212

F1 · shares: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan that vest in three equal annual installments beginning on November 7, 2025.

Read SEC document
November 07, 2024 Filed Nov 12, 2024 17:02 UTC GrantClass A Common Stock 4,936 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-026931 · form4.xml · nonDerivative · entry 1

Kozik Darren Matthew · CIK 0002042071 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,936

F1 · shares: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan that vest in three equal annual installments beginning on November 7, 2025.

Read SEC document
November 07, 2024 Filed Nov 12, 2024 17:00 UTC
Chack Eric TheodoreEVP, Operations
GrantClass A Common Stock 2,962 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-026929 · form4.xml · nonDerivative · entry 1

Chack Eric Theodore · CIK 0002029073 · EVP, Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,049

F1 · shares: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan that vest in three equal annual installments beginning on November 7, 2025.

Read SEC document
October 24, 2024 Filed Oct 28, 2024 17:56 UTC
Topercer Benjamin JamesEVP - Chief HR Officer
Tax withholdingClass A Common Stock 598 $43.74 $26,156.52
Disclosure

SEC source: 0001127602-24-026015 · form4.xml · nonDerivative · entry 1

Topercer Benjamin James · CIK 0001912161 · EVP - Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,458

Read SEC document
October 24, 2024 Filed Oct 28, 2024 17:54 UTC
Sternlieb PaulDirector · President and CEO
Tax withholdingClass A Common Stock 6,343 $43.74 $277,442.82
Disclosure

SEC source: 0001127602-24-026013 · form4.xml · nonDerivative · entry 1

Sternlieb Paul · CIK 0001720243 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 330,241

Read SEC document
October 24, 2024 Filed Oct 28, 2024 17:53 UTC
Denis JamesEVP, GC and Secretary
Tax withholdingClass A Common Stock 379 $43.74 $16,577.46
Disclosure

SEC source: 0001127602-24-026011 · form4.xml · nonDerivative · entry 1

Denis James · CIK 0001946085 · EVP, GC and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,376

Read SEC document
October 22, 2024 Filed Oct 23, 2024 19:59 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,938 $0.00 Strike: $22.98 $0.00
Disclosure

SEC source: 0001127602-24-025880 · form4.xml · derivative · entry 3

Ferland E James Jr · CIK 0001404512 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,938 shares

Expires 2025-01-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: Option granted under the Company's 2009 Omnibus Incentive Plan.

Read SEC document
October 22, 2024 Filed Oct 23, 2024 19:59 UTC SaleClass A Common Stock 1,938 $44.17 $85,601.46
Disclosure

SEC source: 0001127602-24-025880 · form4.xml · nonDerivative · entry 2

Ferland E James Jr · CIK 0001404512 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 86,047

Read SEC document
October 22, 2024 Filed Oct 23, 2024 19:59 UTC Exercise / conversionClass A Common Stock 1,938 $22.98 $44,535.24
Disclosure

SEC source: 0001127602-24-025880 · form4.xml · nonDerivative · entry 1

Ferland E James Jr · CIK 0001404512 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 87,985

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
October 19, 2024 Filed Oct 22, 2024 21:15 UTC
Topercer Benjamin JamesEVP - Chief HR Officer
Tax withholdingClass A Common Stock 649 $44.03 $28,575.47
Disclosure

SEC source: 0001127602-24-025859 · form4.xml · nonDerivative · entry 1

Topercer Benjamin James · CIK 0001912161 · EVP - Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,056

F1 · balance_after: Includes 520 shares acquired under the Issuer's employee stock purchase plan since the reporting person's prior Form 4 report.

Read SEC document
October 19, 2024 Filed Oct 22, 2024 20:32 UTC
Denis JamesEVP, GC and Secretary
Tax withholdingClass A Common Stock 603 $44.03 $26,550.09
Disclosure

SEC source: 0001127602-24-025844 · form4.xml · nonDerivative · entry 1

Denis James · CIK 0001946085 · EVP, GC and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,208

Read SEC document
October 19, 2024 Filed Oct 22, 2024 20:31 UTC
Dawson Patrick JamesCorporate Controller
Tax withholdingClass A Common Stock 42 $44.03 $1,849.26
Disclosure

SEC source: 0001127602-24-025842 · form4.xml · nonDerivative · entry 1

Dawson Patrick James · CIK 0002012578 · Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,719

F1 · balance_after: Includes an aggregate 241 shares acquired under the Issuer's employee stock purchase plan since the reporting person's prior Form 4 report.

Read SEC document
October 19, 2024 Filed Oct 22, 2024 20:05 UTC
Burns Patrick ShannonHead of Financial Planning
Tax withholdingClass A Common Stock 78 $44.03 $3,434.34
Disclosure

SEC source: 0001127602-24-025825 · form4.xml · nonDerivative · entry 1

Burns Patrick Shannon · CIK 0002012580 · Head of Financial Planning

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,263

Read SEC document
October 19, 2024 Filed Oct 22, 2024 20:03 UTC
Sternlieb PaulDirector · President and CEO
Tax withholdingClass A Common Stock 8,065 $44.03 $355,101.95
Disclosure

SEC source: 0001127602-24-025821 · form4.xml · nonDerivative · entry 1

Sternlieb Paul · CIK 0001720243 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 339,256

Read SEC document
October 18, 2024 Filed Oct 22, 2024 21:22 UTC GrantPhantom Stock · Derivative 23 $44.03 $1,012.69
Disclosure

SEC source: 0001127602-24-025863 · form4.xml · derivative · entry 2

Simmons Sidney S. II · CIK 0001736009 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,546

Underlying: Class A Common Stock · 23 shares

Expires not disclosed

F2 · security: Pursuant to the Plan, the phantom stock units are settled in stock generally following the director's termination of service or a specified date.

F3 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock.

F4 · price: Price is based on the closing selling price of the Class A Common Stock on the date of accrual of the dividend equivalent rights.

F2 · derivative.exercise_date: Pursuant to the Plan, the phantom stock units are settled in stock generally following the director's termination of service or a specified date.

F2 · derivative.expiration_date: Pursuant to the Plan, the phantom stock units are settled in stock generally following the director's termination of service or a specified date.

F1 · balance_after: Reflects an adjustment of 14,601 shares that the reporting person elected to defer pursuant to the Outside Director's Deferred Compensation Plan (the "Plan") at the time of grant that were initially reported in Table I.

Read SEC document
October 18, 2024 Filed Oct 22, 2024 21:19 UTC GrantPhantom Stock · Derivative 9 $44.03 $396.27
Disclosure

SEC source: 0001127602-24-025861 · form4.xml · derivative · entry 1

Ferland E James Jr · CIK 0001404512 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,804

Underlying: Class A Common Stock · 9 shares

Expires not disclosed

F1 · security: Pursuant to Outside Director's Deferred Compensation Plan, the phantom stock units are settled generally following the director's termination of service or a specified date.

F2 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock.

F3 · price: Price is based on the closing selling price of the Class A Common Stock on the date of accrual of the dividend equivalent rights.

F1 · derivative.exercise_date: Pursuant to Outside Director's Deferred Compensation Plan, the phantom stock units are settled generally following the director's termination of service or a specified date.

F1 · derivative.expiration_date: Pursuant to Outside Director's Deferred Compensation Plan, the phantom stock units are settled generally following the director's termination of service or a specified date.

Read SEC document
October 18, 2024 Filed Oct 22, 2024 20:44 UTC GrantPhantom Stock · Derivative 10 $44.03 $440.30
Disclosure

SEC source: 0001127602-24-025854 · form4.xml · derivative · entry 2

Holder Richard D · CIK 0001360591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,620

Underlying: Class A Common Stock · 10 shares

Expires not disclosed

F2 · security: Pursuant to the Plan, the phantom stock units are settled in stock generally following the director's termination of service or a specified date.

F3 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock.

F4 · price: Price is based on the closing selling price of the Class A Common Stock on the date of accrual of the dividend equivalent rights.

F2 · derivative.exercise_date: Pursuant to the Plan, the phantom stock units are settled in stock generally following the director's termination of service or a specified date.

F2 · derivative.expiration_date: Pursuant to the Plan, the phantom stock units are settled in stock generally following the director's termination of service or a specified date.

F1 · balance_after: Reflects an adjustment of 14,601 shares that the reporting person elected to defer pursuant to the Outside Director's Deferred Compensation Plan (the "Plan") at the time of grant that were initially reported in Table I.

Read SEC document
October 18, 2024 Filed Oct 22, 2024 20:42 UTC GrantPhantom Stock · Derivative 10 $44.03 $440.30
Disclosure

SEC source: 0001127602-24-025851 · form4.xml · derivative · entry 2

Altmaier Judy L · CIK 0001474806 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,620

Underlying: Class A Common Stock · 10 shares

Expires not disclosed

F2 · security: Pursuant to the Plan, the phantom stock units are settled in stock generally following the director's termination of service or a specified date.

F3 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock.

F4 · price: Price is based on the closing selling price of the Class A Common Stock on the date of accrual of the dividend equivalent rights.

F2 · derivative.exercise_date: Pursuant to the Plan, the phantom stock units are settled in stock generally following the director's termination of service or a specified date.

F2 · derivative.expiration_date: Pursuant to the Plan, the phantom stock units are settled in stock generally following the director's termination of service or a specified date.

F1 · balance_after: Reflects an adjustment of 14,601 shares that the reporting person elected to defer pursuant to the Outside Director's Deferred Compensation Plan (the "Plan") at the time of grant that were initially reported in Table I.

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October 18, 2024 Filed Oct 22, 2024 20:40 UTC GrantPhantom Stock · Derivative 8 $44.03 $352.24
Disclosure

SEC source: 0001127602-24-025849 · form4.xml · derivative · entry 1

Clarkson J. Palmer · CIK 0001705595 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,955

Underlying: Class A Common Stock · 8 shares

Expires not disclosed

F1 · security: Pursuant to Outside Director's Deferred Compensation Plan, the phantom stock units are settled generally following the director's termination of service or a specified date.

F2 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock.

F3 · price: Price is based on the closing selling price of the Class A Common Stock on the date of accrual of the dividend equivalent rights.

F1 · derivative.exercise_date: Pursuant to Outside Director's Deferred Compensation Plan, the phantom stock units are settled generally following the director's termination of service or a specified date.

F1 · derivative.expiration_date: Pursuant to Outside Director's Deferred Compensation Plan, the phantom stock units are settled generally following the director's termination of service or a specified date.

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October 18, 2024 Filed Oct 22, 2024 20:36 UTC GrantPhantom Stock · Derivative 8 $44.03 $352.24
Disclosure

SEC source: 0001127602-24-025846 · form4.xml · derivative · entry 1

MINELLA LYNN C · CIK 0001272690 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,921

Underlying: Class A Common Stock · 8 shares

Expires not disclosed

F1 · security: Pursuant to Outside Director's Deferred Compensation Plan, the phantom stock units are settled generally following the director's termination of service or a specified date.

F2 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock.

F3 · price: Price is based on the closing selling price of the Class A Common Stock on the date of accrual of the dividend equivalent rights.

F1 · derivative.exercise_date: Pursuant to Outside Director's Deferred Compensation Plan, the phantom stock units are settled generally following the director's termination of service or a specified date.

F1 · derivative.expiration_date: Pursuant to Outside Director's Deferred Compensation Plan, the phantom stock units are settled generally following the director's termination of service or a specified date.

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October 18, 2024 Filed Oct 22, 2024 19:59 UTC GrantPhantom Stock · Derivative 34 $44.03 $1,497.02
Disclosure

SEC source: 0001127602-24-025819 · form4.xml · derivative · entry 2

Cunningham Danny L · CIK 0001671078 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,518

Underlying: Class A Common Stock · 34 shares

Expires not disclosed

F2 · security: Pursuant to the Plan, the phantom stock units are settled in stock generally following the director's termination of service or a specified date.

F3 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock.

F4 · price: Price is based on the closing selling price of the Class A Common Stock on the date of accrual of the dividend equivalent rights.

F2 · derivative.exercise_date: Pursuant to the Plan, the phantom stock units are settled in stock generally following the director's termination of service or a specified date.

F2 · derivative.expiration_date: Pursuant to the Plan, the phantom stock units are settled in stock generally following the director's termination of service or a specified date.

F1 · balance_after: Reflects an adjustment of 14,601 shares that the reporting person elected to defer pursuant to the Outside Director's Deferred Compensation Plan (the "Plan") at the time of grant that were initially reported in Table I.

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October 11, 2024 Filed Oct 16, 2024 20:42 UTC
Sternlieb PaulDirector · President and CEO
Tax withholdingClass A Common Stock 50,768 $43.73 $2,220,084.64
Disclosure

SEC source: 0001127602-24-025605 · form4.xml · nonDerivative · entry 2

Sternlieb Paul · CIK 0001720243 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 347,321

Read SEC document
October 11, 2024 Filed Oct 16, 2024 20:42 UTC
Sternlieb PaulDirector · President and CEO
GrantClass A Common Stock 113,701 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-025605 · form4.xml · nonDerivative · entry 1

Sternlieb Paul · CIK 0001720243 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 398,089

F1 · shares: Represents shares of Class A Common Stock that have been earned by the Reporting Person as payment in respect of the vesting of performance-based restricted stock units granted to the Reporting Person on October 19, 2021.

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October 11, 2024 Filed Oct 16, 2024 20:40 UTC
Denis JamesEVP, GC and Secretary
Tax withholdingClass A Common Stock 661 $43.73 $28,905.53
Disclosure

SEC source: 0001127602-24-025603 · form4.xml · nonDerivative · entry 2

Denis James · CIK 0001946085 · EVP, GC and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,811

Read SEC document
October 11, 2024 Filed Oct 16, 2024 20:40 UTC
Denis JamesEVP, GC and Secretary
GrantClass A Common Stock 6,603 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-025603 · form4.xml · nonDerivative · entry 1

Denis James · CIK 0001946085 · EVP, GC and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,472

F1 · shares: Represents shares of Class A Common Stock that have been earned by the Reporting Person as payment in respect of the vesting of performance-based restricted stock units granted to the Reporting Person on January 25, 2022.

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October 11, 2024 Filed Oct 28, 2024 17:50 UTC Amendment
Sternlieb PaulDirector · President and CEO
Tax withholdingClass A Common Stock 53,440 $43.73 $2,336,931.20
Disclosure

SEC source: 0001127602-24-026009 · form4a.xml · nonDerivative · entry 1

Sternlieb Paul · CIK 0001720243 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 344,649

F1 · shares: On October 16, 2024, the reporting person filed a Form 4 that inadvertently reported that 50,168 shares were withheld to satisfy the reporting person's tax liability upon the vesting of the reporting person's performance share units. In fact, as reported in this amendment, 53,440 shares were withheld.

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October 11, 2024 Filed Oct 28, 2024 17:49 UTC Amendment
Denis JamesEVP, GC and Secretary
Tax withholdingClass A Common Stock 2,114 $43.73 $92,445.22
Disclosure

SEC source: 0001127602-24-026007 · form4a.xml · nonDerivative · entry 1

Denis James · CIK 0001946085 · EVP, GC and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,358

F1 · shares: On October 16, 2024, the reporting person filed a Form 4 that inadvertently reported that 661 shares were withheld to satisfy the reporting person's tax liability upon the vesting of the reporting person's performance share units. In fact, as reported in this amendment, 2,114 shares were withheld.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.