Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENERPAC TOOL GROUP CORPATU · Entity 4543 | Director | January 23, 2018 | January 25, 2018 |
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 23, 2018 · Filed January 25, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 22,919 |
Reported balance
After 2018-01-23 transaction · row 1
1 source rowRow 1 · 2018-01-23 · Grant · Acquired 4,693 · Balance 22,919 F1: Restricted Stock Units granted under the Actuant Corporation 2017 Omnibus Incentive Plan. F2: Not Applicable |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust for Benefit of Son | 3,000 |
Reported balance
Holding disclosure · report date 2018-01-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,000 F3: The reporting person disclaims beneficial ownership of the shares held by the trust. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust for Benefit of Daughter | 3,000 |
Reported balance
Holding disclosure · report date 2018-01-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,000 F3: The reporting person disclaims beneficial ownership of the shares held by the trust. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy IRA | 16,400 |
Reported balance
Holding disclosure · report date 2018-01-23 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 16,400 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units granted under the Actuant Corporation 2017 Omnibus Incentive Plan.
F2: Not Applicable
F3: The reporting person disclaims beneficial ownership of the shares held by the trust.
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 23, 2018 Filed Jan 25, 2018 22:08 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantClass A Common Stock | 4,693 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001593968-18-000229 · primary_01.xml · nonDerivative · entry 1 PETERSON ROBERT A · CIK 0001258672 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,919 F1 · shares: Restricted Stock Units granted under the Actuant Corporation 2017 Omnibus Incentive Plan. F2 · price: Not Applicable Read SEC document |
| January 16, 2017 Filed Jan 20, 2017 01:29 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantDirector Stock Option (Right to Buy) · Derivative | 3,580 | $0.00 Strike: $26.95 | $0.00 |
DisclosureSEC source: 0001179110-17-001095 · edgar.xml · derivative · entry 5 PETERSON ROBERT A · CIK 0001258672 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,580 Underlying: Class A Common Stock · 3,580 shares Expires 2027-01-16 F4 · security: Option granted under the Actuant Corporation 2009 Omnibus Incentive Plan. Read SEC document |
| January 16, 2017 Filed Jan 20, 2017 01:29 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantClass A Common Stock | 2,955 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-001095 · edgar.xml · nonDerivative · entry 1 PETERSON ROBERT A · CIK 0001258672 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,226 F1 · shares: Restricted Stock Units granted under the Actuant Corporation 2009 Omnibus Incentive Plan. F2 · price: Not applicable. Read SEC document |
| December 27, 2016 Filed Dec 29, 2016 21:36 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 8,000 | $0.00 Strike: $23.64 | $0.00 |
DisclosureSEC source: 0001179110-16-033560 · edgar.xml · derivative · entry 6 PETERSON ROBERT A · CIK 0001258672 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 8,000 shares Expires 2017-01-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Option granted under the Actuant Corporation Amended and Restated 2001 Outside Director's Stock Plan. Read SEC document |
| December 27, 2016 Filed Dec 29, 2016 21:36 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | SaleClass A Common Stock | 8,000 | $26.80 | $214,400.00 |
DisclosureSEC source: 0001179110-16-033560 · edgar.xml · nonDerivative · entry 2 PETERSON ROBERT A · CIK 0001258672 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,271 F1 · price: The price in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $26.80 to $26.83. 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 |
| December 27, 2016 Filed Dec 29, 2016 21:36 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Exercise / conversionClass A Common Stock | 8,000 | $23.64 | $189,120.00 |
DisclosureSEC source: 0001179110-16-033560 · edgar.xml · nonDerivative · entry 1 PETERSON ROBERT A · CIK 0001258672 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,271 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.