Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENERPAC TOOL GROUP CORPEPAC · Entity 4543 | Exec VP Engd Solutions Segment | October 31, 2019 | November 05, 2019 |
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 31, 2019 · Filed November 05, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 74,100 |
Ending reported balance
After 2019-10-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-10-31 · Grant · Acquired 20,990 · Balance 92,007 Row 2 · 2019-10-31 · Tax withholding · Disposed 17,907 · Balance 74,100 |
| Class A Common StockSEC Table I · non-derivative | Indirect401(k) | 201 |
Reported balance
Holding disclosure · report date 2019-10-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 201 F1: Represents the best estimate of the number of share equivalents held by the 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 | IndirectDeferred Compensation | 1,099 |
Reported balance
Holding disclosure · report date 2019-10-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,099 F2: Best estimate of shares held pursuant to Actuant Corporation Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the best estimate of the number of share equivalents held by the 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.
F2: Best estimate of shares held pursuant to Actuant Corporation Deferred Compensation Plan.
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 31, 2019 Filed Nov 5, 2019 00:57 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 17,907 | $24.77 | $443,556.39 |
DisclosureSEC source: 0001593968-19-002067 · primary_01.xml · nonDerivative · entry 2 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,100 Read SEC document |
| October 31, 2019 Filed Nov 5, 2019 00:57 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 20,990 | $24.77 | $519,922.30 |
DisclosureSEC source: 0001593968-19-002067 · primary_01.xml · nonDerivative · entry 1 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,007 Read SEC document |
| October 29, 2019 Filed Nov 1, 2019 01:19 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 1,426 | $24.80 | $35,364.80 |
DisclosureSEC source: 0001593968-19-002050 · primary_01.xml · nonDerivative · entry 2 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,017 Read SEC document |
| October 29, 2019 Filed Nov 1, 2019 01:19 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 4,101 | $24.80 | $101,704.80 |
DisclosureSEC source: 0001593968-19-002050 · primary_01.xml · nonDerivative · entry 1 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,443 Read SEC document |
| March 17, 2019 Filed Mar 19, 2019 18:10 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Tax withholdingClass A Common Stock | 2,134 | $24.79 | $52,901.86 |
DisclosureSEC source: 0001144204-19-014818 · tv516640_4.xml · nonDerivative · entry 1 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,342 Read SEC document |
| January 30, 2019 Filed Feb 2, 2019 00:30 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | SaleClass A Common Stock | 10,266 | $22.59 | $231,900.73 |
DisclosureSEC source: 0001593968-19-000303 · primary_01.xml · nonDerivative · entry 1 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,476 F1 · price: The price in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $22.54 to $22.65. The undersigned undertakes to provide Actuant Corporation ("Actuant"), any security holder of Actuant or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. Read SEC document |
| January 22, 2019 Filed Jan 25, 2019 02:58 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Tax withholdingClass A Common Stock | 1,110 | $22.11 | $24,542.10 |
DisclosureSEC source: 0001593968-19-000250 · primary_01.xml · nonDerivative · entry 2 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,742 Read SEC document |
| January 22, 2019 Filed Jan 25, 2019 02:58 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantClass A Common Stock | 12,438 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001593968-19-000250 · primary_01.xml · nonDerivative · entry 1 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,852 F1 · shares: Restricted Stock Units granted under the Actuant Corporation 2017 Omnibus Incentive Plan. F2 · price: Not Applicable Read SEC document |
| January 19, 2019 Filed Jan 23, 2019 14:58 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Tax withholdingClass A Common Stock | 1,298 | $22.73 | $29,503.54 |
DisclosureSEC source: 0001593968-19-000183 · primary_01.xml · nonDerivative · entry 1 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,414 Read SEC document |
| January 16, 2019 Filed Jan 19, 2019 01:19 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Tax withholdingClass A Common Stock | 840 | $22.00 | $18,480.00 |
DisclosureSEC source: 0001593968-19-000172 · primary_01.xml · nonDerivative · entry 1 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,712 Read SEC document |
| October 30, 2018 Filed Nov 2, 2018 23:02 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Tax withholdingClass A Common Stock | 1,472 | $23.97 | $35,283.84 |
DisclosureSEC source: 0001593968-18-001391 · primary_01.xml · nonDerivative · entry 1 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,552 Read SEC document |
| October 29, 2018 Filed Oct 31, 2018 23:59 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Tax withholdingClass A Common Stock | 2,222 | $23.18 | $51,505.96 |
DisclosureSEC source: 0001593968-18-001380 · primary_01.xml · nonDerivative · entry 2 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,024 Read SEC document |
| October 29, 2018 Filed Oct 31, 2018 23:59 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantClass A Common Stock | 6,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-18-001380 · primary_01.xml · nonDerivative · entry 1 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,246 Read SEC document |
| March 17, 2018 Filed Mar 21, 2018 21:53 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Tax withholdingClass A Common Stock | 2,134 | $23.65 | $50,469.10 |
DisclosureSEC source: 0001593968-18-000617 · primary_01.xml · nonDerivative · entry 1 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,307 Read SEC document |
| January 22, 2018 Filed Jan 23, 2018 23:25 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantClass A Common Stock | 10,516 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001593968-18-000192 · primary_01.xml · nonDerivative · entry 2 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,441 F1 · shares: Restricted Stock Units granted under the Actuant Corporation 2017 Omnibus Incentive Plan. F2 · price: Not Applicable Read SEC document |
| January 20, 2018 Filed Jan 23, 2018 23:25 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Tax withholdingClass A Common Stock | 1,195 | $26.00 | $31,070.00 |
DisclosureSEC source: 0001593968-18-000192 · primary_01.xml · nonDerivative · entry 1 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,925 Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 20:32 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Tax withholdingClass A Common Stock | 908 | $25.55 | $23,199.40 |
DisclosureSEC source: 0001593968-18-000157 · primary_01.xml · nonDerivative · entry 1 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,120 Read SEC document |
| October 16, 2017 Filed Oct 18, 2017 20:48 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Tax withholdingClass A Common Stock | 1,051 | $26.25 | $27,588.75 |
DisclosureSEC source: 0001179110-17-013352 · edgar.xml · nonDerivative · entry 2 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,028 Read SEC document |
| October 16, 2017 Filed Oct 18, 2017 20:48 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantClass A Common Stock | 3,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-013352 · edgar.xml · nonDerivative · entry 1 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,079 Read SEC document |
| May 05, 2017 Filed May 9, 2017 20:26 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Tax withholdingClass A Common Stock | 341 | $27.55 | $9,394.55 |
DisclosureSEC source: 0001179110-17-006904 · edgar.xml · nonDerivative · entry 1 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,077 Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 17:33 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Tax withholdingClass A Common Stock | 2,400 | $28.60 | $68,640.00 |
DisclosureSEC source: 0001179110-17-004959 · edgar.xml · nonDerivative · entry 1 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,418 Read SEC document |
| January 16, 2017 Filed Jan 20, 2017 01:26 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantEmployee Stock Option (Right to Buy) · Derivative | 15,210 | $0.00 Strike: $26.95 | $0.00 |
DisclosureSEC source: 0001179110-17-001085 · edgar.xml · derivative · entry 4 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,210 Underlying: Class A Common Stock · 15,210 shares Expires 2027-01-16 F5 · security: Option granted under the Actuant Corporation 2009 Omnibus Incentive Plan. F6 · derivative.exercise_date: Fifty percent of the option becomes exercisable on 01/16/2020 and the balance becomes exercisable on 01/16/2022. Read SEC document |
| January 16, 2017 Filed Jan 20, 2017 01:26 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantClass A Common Stock | 6,753 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-001085 · edgar.xml · nonDerivative · entry 1 Roundhouse Roger · CIK 0001606174 · Exec VP Engd Solutions Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,818 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.