Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENERPAC TOOL GROUP CORPATU · Entity 4543 | Corporate Controller | January 13, 2017 | January 19, 2017 |
| STRATTEC SECURITY CORPSTRT · Entity 1245 | SVP & CFO | September 01, 2026 | September 03, 2026 |
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 13, 2017 · Filed January 19, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 33,231 |
Ending reported balance
After 2017-01-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-01-13 · Tax withholding · Disposed 621 · Balance 20,244 Row 2 · 2017-01-16 · Grant · Acquired 12,987 · Balance 33,231 F1: Restricted Stock Units granted under the Actuant Corporation 2009 Omnibus Incentive Plan. F2: Not applicable. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 1,609 |
Reported balance
Holding disclosure · report date 2017-01-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,609 F3: Represents the best estimate of the number of share equivalents held by the reporting person in the unitized stock fund of the Actuant 401(k) Plan. The unitized stock fund consists of stock of Actuant and cash and other short term investments. The number of Actuant share equivalents fluctuates depending on the ratio of the number of shares of stock of Actuant in the fund to other investments. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Deferred Compensation Plan | 122 |
Reported balance
Holding disclosure · report date 2017-01-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 122 F4: Best estimate of shares held pursuant to the Actuant Corporation Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units granted under the Actuant Corporation 2009 Omnibus Incentive Plan.
F2: Not applicable.
F3: Represents the best estimate of the number of share equivalents held by the reporting person in the unitized stock fund of the Actuant 401(k) Plan. The unitized stock fund consists of stock of Actuant and cash and other short term investments. The number of Actuant share equivalents fluctuates depending on the ratio of the number of shares of stock of Actuant in the fund to other investments.
F4: Best estimate of shares held pursuant to the Actuant Corporation Deferred Compensation Plan.
STRATTEC SECURITY CORP
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 10,432 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 3,090 · Balance 10,432 F1: Grant of shares of restricted stock which vest pro rata over three years on each anniversary of the grant date (i.e., one-third vest on each of September 1, 2027, September 1, 2028 and September 1, 2029). |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-09-29 | Direct | 6,606 |
Reported balance
After 2026-09-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-01 · Grant · Acquired 3,090 · Balance 6,606 F2: Each performance stock unit represents a contingent right to receive one share of the Issuer's Common Stock based upon the Issuer's EBITDA percentage over a three-year performance period ending July 1, 2029, subject to a modifier based on relative total shareholder return. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of shares of restricted stock which vest pro rata over three years on each anniversary of the grant date (i.e., one-third vest on each of September 1, 2027, September 1, 2028 and September 1, 2029).
F2: Each performance stock unit represents a contingent right to receive one share of the Issuer's Common Stock based upon the Issuer's EBITDA percentage over a three-year performance period ending July 1, 2029, subject to a modifier based on relative total shareholder return.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 3, 2026 10:11 UTC | STRATTEC SECURITY CORP STRT · Entity 1245 | GrantPerformance Restricted Stock Units · Derivative | 3,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001495791-26-000009 · ownership.xml · derivative · entry 2 Pauli Matthew · CIK 0001495791 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,606 Underlying: Common Stock, par value $0.01 per share · 3,090 shares Expires 2029-09-29 F2 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of the Issuer's Common Stock based upon the Issuer's EBITDA percentage over a three-year performance period ending July 1, 2029, subject to a modifier based on relative total shareholder return. F2 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's Common Stock based upon the Issuer's EBITDA percentage over a three-year performance period ending July 1, 2029, subject to a modifier based on relative total shareholder return. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 10:11 UTC | STRATTEC SECURITY CORP STRT · Entity 1245 | GrantCommon Stock, par value $0.01 per share | 3,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001495791-26-000009 · ownership.xml · nonDerivative · entry 1 Pauli Matthew · CIK 0001495791 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,432 F1 · shares: Grant of shares of restricted stock which vest pro rata over three years on each anniversary of the grant date (i.e., one-third vest on each of September 1, 2027, September 1, 2028 and September 1, 2029). Read SEC document |
| August 22, 2026 Filed Aug 25, 2026 22:00 UTC | STRATTEC SECURITY CORP STRT · Entity 1245 | Tax withholdingCommon Stock, par value $0.01 per share | 551 | $0.00 | $0.00 |
DisclosureSEC source: 0001495791-26-000005 · ownership.xml · nonDerivative · entry 1 Pauli Matthew · CIK 0001495791 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,342 F1 · price: Shares withheld for payment of tax liability upon vesting of 1,172 shares of restricted stock; exempt under Rule 16b-3. Read SEC document |
| May 12, 2026 Filed May 14, 2026 21:15 UTC | STRATTEC SECURITY CORP STRT · Entity 1245 | PurchaseCommon Stock, par value $0.01 per share | 2,000 | $62.53 | $125,060.00 |
DisclosureSEC source: 0001193125-26-224325 · ownership.xml · nonDerivative · entry 1 Pauli Matthew · CIK 0001495791 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 2,000 Read SEC document |
| November 13, 2025 Filed Jan 8, 2026 22:30 UTC | STRATTEC SECURITY CORP STRT · Entity 1245 | Tax withholdingCommon Stock, par value $0.01 per share | 814 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-007868 · ownership.xml · nonDerivative · entry 1 Pauli Matthew · CIK 0001495791 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,893 F1 · shares: Shares withheld for payment of tax liability upon vesting of 1,731 shares of restricted stock; exempt under Rule 16b-3. Read SEC document |
| August 22, 2025 Filed Aug 27, 2025 01:30 UTC | STRATTEC SECURITY CORP STRT · Entity 1245 | GrantPerformance Restricted Stock Units · Derivative | 3,516 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-111563 · ownership.xml · derivative · entry 2 Pauli Matthew · CIK 0001495791 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,516 Underlying: Common Stock, par value $0.01 per share · 3,516 shares Expires 2028-09-30 F2 · derivative.exercise_price: Performance restricted stock units representing contingent rights to receive shares of the Issuer's Common Stock based upon the Issuer's EBITDA percentage over a three-year performance period ending July 2, 2028. F2 · derivative.exercise_date: Performance restricted stock units representing contingent rights to receive shares of the Issuer's Common Stock based upon the Issuer's EBITDA percentage over a three-year performance period ending July 2, 2028. Read SEC document |
| August 22, 2025 Filed Aug 27, 2025 01:30 UTC | STRATTEC SECURITY CORP STRT · Entity 1245 | GrantCommon Stock, par value $0.01 per share | 3,516 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-111563 · ownership.xml · nonDerivative · entry 1 Pauli Matthew · CIK 0001495791 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,707 F1 · shares: Grant of shares of restricted stock which vest pro rata over three years on each anniversary of the grant date (i.e., one-third vest on each of August 22, 2026, August 22, 2027, and August 22, 2028). Read SEC document |
| January 16, 2017 Filed Jan 19, 2017 00:04 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantClass A Common Stock | 12,987 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-001036 · edgar.xml · nonDerivative · entry 2 Pauli Matthew · CIK 0001495791 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,231 F1 · shares: Restricted Stock Units granted under the Actuant Corporation 2009 Omnibus Incentive Plan. F2 · price: Not applicable. Read SEC document |
| January 13, 2017 Filed Jan 19, 2017 00:04 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Tax withholdingClass A Common Stock | 621 | $26.95 | $16,735.95 |
DisclosureSEC source: 0001179110-17-001036 · edgar.xml · nonDerivative · entry 1 Pauli Matthew · CIK 0001495791 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,244 Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 21:11 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Tax withholdingClass A Common Stock | 887 | $26.10 | $23,150.70 |
DisclosureSEC source: 0001179110-17-000891 · edgar.xml · nonDerivative · entry 1 Pauli Matthew · CIK 0001495791 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,865 Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 20:31 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantClass A Common Stock | 1,926 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-16-031940 · edgar.xml · nonDerivative · entry 1 Pauli Matthew · CIK 0001495791 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,752 F1 · shares: Restricted stock units granted under the Actuant Corporation 2009 Omnibus Incentive Plan. F2 · price: Not Applicable. 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.