Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENERPAC TOOL GROUP CORPEPAC · Entity 4543 | EVP, GC and Secretary | January 25, 2025 | January 28, 2025 |
| STRATTEC SECURITY CORPSTRT · Entity 1245 | VP, General Counsel, Secretary | July 01, 2026 | October 14, 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 25, 2025 · Filed January 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 21,438 |
Reported balance
After 2025-01-25 transaction · row 1
1 source rowRow 1 · 2025-01-25 · Tax withholding · Disposed 393 · Balance 21,438 |
STRATTEC SECURITY CORP
Report date July 01, 2026 · Filed October 14, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-09-30 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-07-01 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance Not disclosed F1: This amendment to Form 3 is being filed to report an award of performance stock units granted to Mr. Denis before he became an executive officer of the Issuer. F2: Each performance restricted 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 June 28, 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: This amendment to Form 3 is being filed to report an award of performance stock units granted to Mr. Denis before he became an executive officer of the Issuer.
F2: Each performance restricted 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 June 28, 2028.
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 10:13 UTC | STRATTEC SECURITY CORP STRT · Entity 1245 | GrantPerformance Restricted Stock Units · Derivative | 1,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001946085-26-000008 · ownership.xml · derivative · entry 2 Denis James · CIK 0001946085 · VP, General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,721 Underlying: Common Stock, par value $0.01 per share · 1,721 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 10:13 UTC | STRATTEC SECURITY CORP STRT · Entity 1245 | GrantCommon Stock, par value $0.01 per share | 1,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001946085-26-000008 · ownership.xml · nonDerivative · entry 1 Denis James · CIK 0001946085 · VP, General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,721 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 |
| January 25, 2025 Filed Jan 28, 2025 16:05 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 393 | $44.16 | $17,354.88 |
DisclosureSEC 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 |
| November 07, 2024 Filed Nov 12, 2024 17:10 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 3,455 | $0.00 | $0.00 |
DisclosureSEC 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 |
| October 24, 2024 Filed Oct 28, 2024 17:53 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 379 | $43.74 | $16,577.46 |
DisclosureSEC 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 19, 2024 Filed Oct 22, 2024 20:32 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 603 | $44.03 | $26,550.09 |
DisclosureSEC 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 11, 2024 Filed Oct 16, 2024 20:40 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 661 | $43.73 | $28,905.53 |
DisclosureSEC 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 | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 6,603 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| October 11, 2024 Filed Oct 28, 2024 17:49 UTC Amendment | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 2,114 | $43.73 | $92,445.22 |
DisclosureSEC 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. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 17:14 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 393 | $31.81 | $12,501.33 |
DisclosureSEC source: 0000006955-24-000007 · wk-form4_1706548475.xml · nonDerivative · entry 1 Denis James · CIK 0001946085 · EVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,869 Read SEC document |
| January 19, 2024 Filed Jan 23, 2024 21:08 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 513 | $29.94 | $15,359.22 |
DisclosureSEC source: 0000006955-24-000004 · wk-form4_1706044120.xml · nonDerivative · entry 1 Denis James · CIK 0001946085 · EVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,262 Read SEC document |
| October 24, 2023 Filed Nov 6, 2023 21:43 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 378 | $28.25 | $10,678.50 |
DisclosureSEC source: 0000006955-23-000048 · wk-form4_1699306994.xml · nonDerivative · entry 1 Denis James · CIK 0001946085 · EVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,775 Read SEC document |
| October 19, 2023 Filed Oct 23, 2023 20:24 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 5,652 | $0.00 | $0.00 |
DisclosureSEC source: 0000006955-23-000036 · wk-form4_1698092628.xml · nonDerivative · entry 1 Denis James · CIK 0001946085 · EVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,153 F1 · shares: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan that vest in three equal annual installments beginning on October 19, 2024. Read SEC document |
| January 28, 2023 Filed Jan 31, 2023 19:20 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 424 | $25.86 | $10,964.64 |
DisclosureSEC source: 0001593968-23-000222 · primary_01.xml · nonDerivative · entry 1 Denis James · CIK 0001946085 · EVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,501 Read SEC document |
| January 25, 2023 Filed Jan 26, 2023 23:39 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 449 | $25.12 | $11,278.88 |
DisclosureSEC source: 0001593968-23-000212 · primary_01.xml · nonDerivative · entry 1 Denis James · CIK 0001946085 · EVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,925 Read SEC document |
| January 19, 2023 Filed Jan 20, 2023 22:48 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 638 | $24.38 | $15,554.44 |
DisclosureSEC source: 0001593968-23-000181 · primary_01.xml · nonDerivative · entry 1 Denis James · CIK 0001946085 · EVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,374 Read SEC document |
| October 24, 2022 Filed Oct 27, 2022 01:46 UTC Amendment | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 3,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-22-001551 · primary_01.xml · nonDerivative · entry 1 Denis James · CIK 0001946085 · EVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,012 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 01:22 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 3,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-22-001547 · primary_01.xml · nonDerivative · entry 1 Denis James · CIK 0001946085 · EVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,012 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 19, 2022 Filed Oct 20, 2022 22:57 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 356 | $23.58 | $8,394.48 |
DisclosureSEC source: 0001593968-22-001540 · primary_01.xml · nonDerivative · entry 1 Denis James · CIK 0001946085 · EVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,469 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.