Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENERPAC TOOL GROUP CORPEPAC · Entity 4543 | EVP-Chief Operating Officer | October 30, 2021 | November 02, 2021 |
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 October 30, 2021 · Filed November 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 67,383 |
Ending reported balance
After 2021-10-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-10-30 · Grant · Acquired 2,635 · Balance 68,585 Row 2 · 2021-10-30 · Tax withholding · Disposed 1,202 · Balance 67,383 |
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 |
|---|---|---|---|---|---|---|
| October 30, 2021 Filed Nov 2, 2021 22:57 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 1,202 | $20.89 | $25,109.78 |
DisclosureSEC source: 0001593968-21-002344 · primary_01.xml · nonDerivative · entry 2 Schmaling John Jeffrey · CIK 0001729881 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,383 Read SEC document |
| October 30, 2021 Filed Nov 2, 2021 22:57 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 2,635 | $20.89 | $55,045.15 |
DisclosureSEC source: 0001593968-21-002344 · primary_01.xml · nonDerivative · entry 1 Schmaling John Jeffrey · CIK 0001729881 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,585 Read SEC document |
| October 19, 2021 Filed Oct 29, 2021 00:20 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 3,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-21-002305 · primary_01.xml · nonDerivative · entry 1 Schmaling John Jeffrey · CIK 0001729881 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,950 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 18:54 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 20,000 | $20.60 | $412,000.00 |
DisclosureSEC source: 0001593968-21-002270 · primary_01.xml · nonDerivative · entry 1 Schmaling John Jeffrey · CIK 0001729881 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,408 Read SEC document |
| October 08, 2021 Filed Nov 2, 2021 18:18 UTC Amendment | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-21-002332 · primary_01.xml · nonDerivative · entry 1 Schmaling John Jeffrey · CIK 0001729881 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,408 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 |
| February 12, 2021 Filed Feb 16, 2021 18:00 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 1,646 | $21.98 | $36,179.08 |
DisclosureSEC source: 0001593968-21-000492 · primary_01.xml · nonDerivative · entry 1 Schmaling John Jeffrey · CIK 0001729881 · Executive Vice President - COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,408 Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 22:30 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 1,921 | $21.07 | $40,475.47 |
DisclosureSEC source: 0001593968-21-000292 · primary_01.xml · nonDerivative · entry 1 Schmaling John Jeffrey · CIK 0001729881 · Executive Vice President - COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,054 Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 22:32 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 2,133 | $22.08 | $47,096.64 |
DisclosureSEC source: 0001593968-21-000200 · primary_01.xml · nonDerivative · entry 1 Schmaling John Jeffrey · CIK 0001729881 · Executive Vice President - COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,975 Read SEC document |
| January 19, 2021 Filed Jan 22, 2021 01:45 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 15,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-21-000163 · primary_01.xml · nonDerivative · entry 1 Schmaling John Jeffrey · CIK 0001729881 · Executive Vice President - COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,108 F1 · shares: Restricted Stock Units granted under the Enerpac Tool Group 2017 Omnibus Plan . F2 · price: Not Applicable Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 22:15 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 1,639 | $19.24 | $31,534.36 |
DisclosureSEC source: 0001593968-20-002098 · primary_01.xml · nonDerivative · entry 2 Schmaling John Jeffrey · CIK 0001729881 · Executive Vice President - COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,436 Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 22:15 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 3,571 | $19.24 | $68,706.04 |
DisclosureSEC source: 0001593968-20-002098 · primary_01.xml · nonDerivative · entry 1 Schmaling John Jeffrey · CIK 0001729881 · Executive Vice President - COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,075 Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:09 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 1,634 | $24.77 | $40,474.18 |
DisclosureSEC source: 0001593968-20-000438 · primary_01.xml · nonDerivative · entry 1 Schmaling John Jeffrey · CIK 0001729881 · EVP-Inudstrial & Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,504 Read SEC document |
| January 28, 2020 Filed Jan 30, 2020 16:58 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 12,420 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001593968-20-000269 · primary_01.xml · nonDerivative · entry 1 Schmaling John Jeffrey · CIK 0001729881 · EVP-Inudstrial & Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,138 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 18:43 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 2,137 | $23.77 | $50,796.49 |
DisclosureSEC source: 0001593968-20-000190 · primary_01.xml · nonDerivative · entry 1 Schmaling John Jeffrey · CIK 0001729881 · EVP-Inudstrial & Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,718 Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 02:41 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Tax withholdingClass A Common Stock | 1,313 | $23.90 | $31,380.70 |
DisclosureSEC source: 0001593968-19-000445 · primary_01.xml · nonDerivative · entry 1 Schmaling John Jeffrey · CIK 0001729881 · EVP-Inudstrial & Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,855 Read SEC document |
| January 22, 2019 Filed Jan 25, 2019 11:01 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantClass A Common Stock | 12,438 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001593968-19-000252 · primary_01.xml · nonDerivative · entry 1 Schmaling John Jeffrey · CIK 0001729881 · EVP-Inudstrial & Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,168 F1 · shares: Restricted Stock Units granted under the Actuant Corporation 2017 Omnibus Incentive Plan. F2 · price: Not Applicable Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 23:16 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantClass A Common Stock | 10,730 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001593968-18-000346 · primary_01.xml · nonDerivative · entry 1 Schmaling John Jeffrey · CIK 0001729881 · EVP-Inudstrial & Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,730 F1 · shares: Restricted Stock Units granted under the Actuant Corporation 2017 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.