Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENERPAC TOOL GROUP CORPEPAC · Entity 4543 | EVP&Chief Strategy Officer | January 28, 2023 | January 31, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ENERPAC TOOL GROUP CORP
Report date January 28, 2023 · Filed January 31, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 41,711 |
Reported balance
After 2023-01-28 transaction · row 1
1 source rowRow 1 · 2023-01-28 · Tax withholding · Disposed 685 · Balance 41,711 |
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 28, 2023 Filed Jan 31, 2023 19:19 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 685 | $25.86 | $17,714.10 |
DisclosureSEC source: 0001593968-23-000221 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,711 Read SEC document |
| January 25, 2023 Filed Jan 26, 2023 23:35 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 1,008 | $25.12 | $25,320.96 |
DisclosureSEC source: 0001593968-23-000210 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,396 Read SEC document |
| January 19, 2023 Filed Jan 20, 2023 22:52 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 1,005 | $24.38 | $24,501.90 |
DisclosureSEC source: 0001593968-23-000182 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,404 Read SEC document |
| October 24, 2022 Filed Oct 27, 2022 01:18 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 5,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-22-001544 · primary_01.xml · nonDerivative · entry 3 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,409 F1 · shares: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan, which vest in three equal annual installments beginning on October 24, 2023. Read SEC document |
| October 24, 2022 Filed Oct 27, 2022 01:18 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 590 | $24.70 | $14,573.00 |
DisclosureSEC source: 0001593968-22-001544 · primary_01.xml · nonDerivative · entry 2 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,044 Read SEC document |
| October 24, 2022 Filed Oct 27, 2022 01:18 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 1,592 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-22-001544 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,634 Read SEC document |
| October 19, 2022 Filed Oct 20, 2022 23:00 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 870 | $23.58 | $20,514.60 |
DisclosureSEC source: 0001593968-22-001542 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,042 Read SEC document |
| October 08, 2022 Filed Oct 12, 2022 16:11 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingCommon Stock | 1,234 | $20.15 | $24,865.10 |
DisclosureSEC source: 0001593968-22-001506 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,912 Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 16:37 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 703 | $17.43 | $12,253.29 |
DisclosureSEC source: 0001593968-22-000347 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,146 Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 23:12 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 7,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-22-000333 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,849 F1 · shares: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan that vest in three equal annual installments beginning on January 25,2023. Read SEC document |
| January 22, 2022 Filed Jan 25, 2022 18:31 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 1,276 | $18.30 | $23,350.80 |
DisclosureSEC source: 0001593968-22-000289 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,706 Read SEC document |
| January 19, 2022 Filed Jan 21, 2022 21:56 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 1,005 | $19.08 | $19,175.40 |
DisclosureSEC source: 0001593968-22-000272 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,982 Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 18:22 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 806 | $20.89 | $16,837.34 |
DisclosureSEC source: 0001593968-21-002336 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,987 Read SEC document |
| October 19, 2021 Filed Oct 29, 2021 00:24 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 2,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-21-002307 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,793 F1 · shares: Restricted stock units granted under Enerpac Tool Group 2017 Omnibus Plan which vest one year after date of grant. F2 · price: Not applicable. Read SEC document |
| October 08, 2021 Filed Oct 13, 2021 18:53 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 10,000 | $20.60 | $206,000.00 |
DisclosureSEC source: 0001593968-21-002269 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,444 Read SEC document |
| October 08, 2021 Filed Nov 2, 2021 18:30 UTC Amendment | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-21-002340 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,444 F1 · price: This amendment is being filed to correct the price reported in box 4 of table 1 to reflect that no price was paid by the reporting person, as the transaction reported was an award under the issuer's 2017 Omnibus Incentive Plan. Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 22:21 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 797 | $21.07 | $16,792.79 |
DisclosureSEC source: 0001593968-21-000289 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,032 Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 22:38 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 1,276 | $22.08 | $28,174.08 |
DisclosureSEC source: 0001593968-21-000203 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,829 Read SEC document |
| January 19, 2021 Filed Jan 22, 2021 01:48 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 7,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-21-000166 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,105 F1 · shares: Restricted Stock Units granted under the Enerpac Tool Group 2017 Omnibus Plan . F2 · price: Not Applicable Read SEC document |
| October 29, 2020 Filed Oct 30, 2020 19:35 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingCommon Stock | 958 | $17.87 | $17,119.46 |
DisclosureSEC source: 0001593968-20-002118 · primary_01.xml · nonDerivative · entry 2 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,981 Read SEC document |
| October 29, 2020 Filed Oct 30, 2020 19:35 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantCommon Stock | 2,588 | $17.87 | $46,247.56 |
DisclosureSEC source: 0001593968-20-002118 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,939 Read SEC document |
| October 29, 2020 Filed Apr 9, 2021 18:12 UTC Amendment | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 958 | $17.87 | $17,119.46 |
DisclosureSEC source: 0001593968-21-001100 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,393 Read SEC document |
| January 28, 2020 Filed Jan 30, 2020 16:59 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 5,646 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001593968-20-000270 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,351 F1 · shares: Restricted Stock Units granted under the Actuant Corporation 2017 Omnibus Incentive Plan. F2 · price: Not Applicable Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 18:33 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 582 | $23.77 | $13,834.14 |
DisclosureSEC source: 0001593968-20-000184 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,399 Read SEC document |
| January 22, 2020 Filed Jan 30, 2020 16:03 UTC Amendment | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 1,276 | $23.77 | $30,330.52 |
DisclosureSEC source: 0001593968-20-000253 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,705 F1 · shares: This amendment is being issued to correct the number of shares withheld for taxes. Read SEC document |
| October 29, 2019 Filed Oct 31, 2019 22:56 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 830 | $24.80 | $20,584.00 |
DisclosureSEC source: 0001593968-19-002047 · primary_01.xml · nonDerivative · entry 1 Bolens Barbara · CIK 0001310077 · EVP&Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,981 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.