Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENERPAC TOOL GROUP CORPEPAC · Entity 4543 | Director | July 23, 2026 | July 27, 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 July 23, 2026 · Filed July 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 99,681 |
Ending reported balance
After 2026-07-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-23 · Exercise / conversion · Acquired 2,930 · Balance 102,611 Row 2 · 2026-07-23 · Sale · Disposed 2,930 · Balance 99,681 |
| Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $26.95 · Expires 2027-01-16 | Direct | 0 |
Reported balance
After 2026-07-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-23 · Exercise / conversion · Disposed 2,930 · Balance 0 F1: Option granted under the Company's 2009 Omnibus Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Option granted under the Company's 2009 Omnibus Incentive Plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Babcock & Wilcox Enterprises, Inc.
Report date March 02, 2018 · Filed March 06, 2018
Section 16 reporting ended · disclosed 2018-03-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 359,587 |
Ending reported balance
After 2018-03-03 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2018-03-02 · Exercise / conversion · Acquired 110,054 · Balance 361,380 Row 2 · 2018-03-02 · Tax withholding · Disposed 32,959 · Balance 328,421 Row 3 · 2018-03-03 · Exercise / conversion · Acquired 44,490 · Balance 372,911 Row 4 · 2018-03-03 · Tax withholding · Disposed 13,324 · Balance 359,587 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2018-03-02 | Direct | 0 |
Reported balance
After 2018-03-02 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-03-02 · Exercise / conversion · Disposed 83,192 · Balance 0 F2: 100% of the RSUs vest on March 2, 2018. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2018-03-03 | Direct | 0 |
Reported balance
After 2018-03-02 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-03-02 · Exercise / conversion · Disposed 26,862 · Balance 0 F3: RSUs vest in three equal annual installments beginning March 2, 2016. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2020-03-03 | Direct | 88,983 |
Reported balance
After 2018-03-03 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2018-03-03 · Exercise / conversion · Disposed 44,490 · Balance 88,983 F4: RSUs vest in three equal annual installments beginning March 3, 2018. |
| Common StockSEC Table I · non-derivative | Indirect401k Plan | 532 |
Reported balance
Holding disclosure · report date 2018-03-02 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 532 F1: Based on number of units held in the BW Thrift Plan and the fair market value of BW common stock as of February 28, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Based on number of units held in the BW Thrift Plan and the fair market value of BW common stock as of February 28, 2018.
F2: 100% of the RSUs vest on March 2, 2018.
F3: RSUs vest in three equal annual installments beginning March 2, 2016.
F4: RSUs vest in three equal annual installments beginning March 3, 2018.
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 |
|---|---|---|---|---|---|---|
| March 02, 2018 Filed Mar 6, 2018 23:31 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantPhantom Stock · Derivative | 964 | $22.05 | $21,256.20 |
DisclosureSEC source: 0001593968-18-000500 · primary_01.xml · derivative · entry 2 Ferland E James Jr · CIK 0001404512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,546 Underlying: Class A Common Stock · 964 shares Expires not disclosed F1 · security: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally folowing the director's termination of service. F2 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock. F3 · derivative.exercise_date: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. F3 · derivative.expiration_date: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 23:45 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionRestricted Stock Units · Derivative | 26,862 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001644999-18-000021 · edgar.xml · derivative · entry 7 Ferland E James Jr · CIK 0001404512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,862 shares Expires 2018-03-03 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 · derivative.exercise_date: RSUs vest in three equal annual installments beginning March 2, 2016. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 23:45 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionRestricted Stock Units · Derivative | 83,192 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001644999-18-000021 · edgar.xml · derivative · entry 6 Ferland E James Jr · CIK 0001404512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 83,192 shares Expires 2018-03-02 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. F2 · derivative.exercise_date: 100% of the RSUs vest on March 2, 2018. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 23:45 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Tax withholdingCommon Stock | 32,959 | $5.53 | $182,263.27 |
DisclosureSEC source: 0001644999-18-000021 · edgar.xml · nonDerivative · entry 2 Ferland E James Jr · CIK 0001404512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,421 Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 23:45 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionCommon Stock | 110,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001644999-18-000021 · edgar.xml · nonDerivative · entry 1 Ferland E James Jr · CIK 0001404512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,380 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 |
| March 01, 2018 Filed Mar 5, 2018 19:55 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionRestricted Stock Units · Derivative | 16,110 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001644999-18-000015 · edgar.xml · derivative · entry 4 Ferland E James Jr · CIK 0001404512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,110 Underlying: Common Stock · 16,110 shares Expires 2019-03-01 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. F2 · derivative.exercise_date: RSUs vest in three equal annual installments beginning March 1, 2017. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 19:55 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Tax withholdingCommon Stock | 4,824 | $6.09 | $29,378.16 |
DisclosureSEC source: 0001644999-18-000015 · edgar.xml · nonDerivative · entry 2 Ferland E James Jr · CIK 0001404512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,326 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 19:55 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionCommon Stock | 16,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001644999-18-000015 · edgar.xml · nonDerivative · entry 1 Ferland E James Jr · CIK 0001404512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,150 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 |
| January 23, 2018 Filed Jan 25, 2018 21:43 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantClass A Common Stock | 3,831 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001593968-18-000226 · primary_01.xml · nonDerivative · entry 1 Ferland E James Jr · CIK 0001404512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,108 F1 · shares: Restricted Stock Units granted under the Actuant Corporation 2017 Omnibus Incentive Plan. F2 · price: Not Applicable Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 21:28 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantPhantom Stock · Derivative | 788 | $26.95 | $21,236.60 |
DisclosureSEC source: 0001179110-17-015015 · edgar.xml · derivative · entry 2 Ferland E James Jr · CIK 0001404512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,582 Underlying: Class A Common Stock · 788 shares Expires not disclosed F1 · security: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. F2 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock. F1 · derivative.exercise_date: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. F1 · derivative.expiration_date: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. Read SEC document |
| September 05, 2017 Filed Sep 7, 2017 22:32 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantPhantom Stock · Derivative | 871 | $24.40 | $21,252.40 |
DisclosureSEC source: 0001179110-17-012131 · edgar.xml · derivative · entry 2 Ferland E James Jr · CIK 0001404512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,794 Underlying: Class A Common Stock · 871 shares Expires not disclosed F1 · security: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. F2 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock. F1 · derivative.exercise_date: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. F1 · derivative.expiration_date: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 22:52 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantPhantom Stock · Derivative | 787 | $27.00 | $21,249.00 |
DisclosureSEC source: 0001179110-17-008672 · edgar.xml · derivative · entry 2 Ferland E James Jr · CIK 0001404512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,923 Underlying: Class A Common Stock · 787 shares Expires not disclosed F1 · security: Pursuant to the Outside Directors' Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. F2 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock. F1 · derivative.exercise_date: Pursuant to the Outside Directors' Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. F1 · derivative.expiration_date: Pursuant to the Outside Directors' Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. Read SEC document |
| March 09, 2017 Filed Mar 9, 2017 22:25 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | PurchaseCommon Stock | 20,000 | $9.62 | $192,400.00 |
DisclosureSEC source: 0001644999-17-000013 · edgar.xml · nonDerivative · entry 1 Ferland E James Jr · CIK 0001404512 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,040 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.58 to $9.71, inclusive. The reporting person undertakes to provide to Babcock & Wilcox Enterprises, Inc., any security holder of Babcock & Wilcox Enterprises, Inc., 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 this footnote. Read SEC document |
| March 09, 2017 Filed Apr 10, 2017 21:30 UTC Amendment | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | PurchaseCommon Stock | 20,000 | $9.62 | $192,400.00 |
DisclosureSEC source: 0001644999-17-000022 · edgar.xml · nonDerivative · entry 1 Ferland E James Jr · CIK 0001404512 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,040 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $9.58 to $9.71, inclusive. The reporting person undertakes to provide to Babcock & Wilcox Enterprises, Inc., any security holder of Babcock & Wilcox Enterprises, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 23:36 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionRestricted Stock Units · Derivative | 244 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001644999-17-000011 · edgar.xml · derivative · entry 6 Ferland E James Jr · CIK 0001404512 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,488 Underlying: Common Stock · 244 shares Expires 2017-03-03 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. F6 · kind: The reporting person elected to defer receipt of all shares underlying the RSUs. On March 3, 2017, 5,700 RSUs vested and 244 of those shares were withheld to fulfill tax obligations. In accordance with his deferral election, vested shares will be delivered to the reporting person in four installments beginning two years following termination of employment. F7 · derivative.exercise_date: RSUs vest in two annual installments beginning March 3, 2016. F6 · balance_after: The reporting person elected to defer receipt of all shares underlying the RSUs. On March 3, 2017, 5,700 RSUs vested and 244 of those shares were withheld to fulfill tax obligations. In accordance with his deferral election, vested shares will be delivered to the reporting person in four installments beginning two years following termination of employment. F8 · balance_after: The Form 4 filed on July 6, 2015 incorrectly reported the grant amount of this RSU award as 16,917. The correct amount was 16,918. Therefore, in Column 9 on the Form 4 filed on March 4, 2016 reporting the lapse of 5,700 RSUs and the withholding of 186 shares to fulfill tax obligations, the number of RSUs beneficially owned following the reported transaction should have been 16,732. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 23:36 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionRestricted Stock Units · Derivative | 17,567 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001644999-17-000011 · edgar.xml · derivative · entry 5 Ferland E James Jr · CIK 0001404512 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,126 Underlying: Common Stock · 17,567 shares Expires 2017-03-03 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. F4 · kind: The reporting person elected to defer receipt of 50% of the shares underlying the RSUs. On March 3, 2017, 33,693 RSUs vested and 8,731 of those shares were withheld to fulfill tax obligations. In accordance with his deferral election, the deferred portion of the vested shares will be delivered to the reporting person in four annual installments beginning two years following termination of employment. F5 · derivative.exercise_date: 100% of the RSUs vest on March 3, 2017. F4 · balance_after: The reporting person elected to defer receipt of 50% of the shares underlying the RSUs. On March 3, 2017, 33,693 RSUs vested and 8,731 of those shares were withheld to fulfill tax obligations. In accordance with his deferral election, the deferred portion of the vested shares will be delivered to the reporting person in four annual installments beginning two years following termination of employment. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 23:36 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | GrantRestricted Stock Units · Derivative | 133,473 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001644999-17-000011 · edgar.xml · derivative · entry 4 Ferland E James Jr · CIK 0001404512 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,473 Underlying: Common Stock · 133,473 shares Expires 2020-03-03 F2 · kind: Grant of restricted stock units pursuant to the Babcock & Wilcox Enterprises, Inc. Amended and Restated 2015 Long-Term Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of BW common stock. F3 · derivative.exercise_date: RSUs vest in three equal annual installments beginning March 3, 2018. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 23:36 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Tax withholdingCommon Stock | 8,975 | $10.49 | $94,147.75 |
DisclosureSEC source: 0001644999-17-000011 · edgar.xml · nonDerivative · entry 2 Ferland E James Jr · CIK 0001404512 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,040 Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 23:36 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionCommon Stock | 17,811 | $0.00 | $0.00 |
DisclosureSEC source: 0001644999-17-000011 · edgar.xml · nonDerivative · entry 1 Ferland E James Jr · CIK 0001404512 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,015 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 |
| March 02, 2017 Filed Mar 3, 2017 21:21 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionRestricted Stock Units · Derivative | 26,862 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001644999-17-000003 · edgar.xml · derivative · entry 7 Ferland E James Jr · CIK 0001404512 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,862 Underlying: Common Stock · 26,862 shares Expires 2018-03-02 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 · derivative.exercise_date: RSUs vest in three equal annual installments beginning March 2, 2016. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 21:21 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Tax withholdingCommon Stock | 12,772 | $10.58 | $135,127.76 |
DisclosureSEC source: 0001644999-17-000003 · edgar.xml · nonDerivative · entry 4 Ferland E James Jr · CIK 0001404512 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,204 Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 21:21 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionCommon Stock | 26,862 | $0.00 | $0.00 |
DisclosureSEC source: 0001644999-17-000003 · edgar.xml · nonDerivative · entry 3 Ferland E James Jr · CIK 0001404512 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,976 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 |
| March 02, 2017 Filed Mar 6, 2017 23:16 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantPhantom Stock · Derivative | 799 | $26.60 | $21,253.40 |
DisclosureSEC source: 0001179110-17-004051 · edgar.xml · derivative · entry 2 Ferland E James Jr · CIK 0001404512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,136 Underlying: Class A Common Stock · 799 shares Expires not disclosed F1 · security: Pursuant to the Outside Directors' Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. F2 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock. F1 · derivative.exercise_date: Pursuant to the Outside Directors' Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. F1 · derivative.expiration_date: Pursuant to the Outside Directors' Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:21 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionRestricted Stock Units · Derivative | 16,110 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001644999-17-000003 · edgar.xml · derivative · entry 6 Ferland E James Jr · CIK 0001404512 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,220 Underlying: Common Stock · 16,110 shares Expires 2019-03-01 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. F2 · derivative.exercise_date: RSUs vest in three equal annual installments beginning March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:21 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Tax withholdingCommon Stock | 7,660 | $10.33 | $79,127.80 |
DisclosureSEC source: 0001644999-17-000003 · edgar.xml · nonDerivative · entry 2 Ferland E James Jr · CIK 0001404512 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,114 Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:21 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionCommon Stock | 16,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001644999-17-000003 · edgar.xml · nonDerivative · entry 1 Ferland E James Jr · CIK 0001404512 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,774 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 |
| January 16, 2017 Filed Jan 20, 2017 01:28 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantDirector Stock Option (Right to Buy) · Derivative | 2,930 | $0.00 Strike: $26.95 | $0.00 |
DisclosureSEC source: 0001179110-17-001093 · edgar.xml · derivative · entry 2 Ferland E James Jr · CIK 0001404512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,930 Underlying: Class A Common Stock · 2,930 shares Expires 2027-01-16 F3 · security: Option granted under the Actuant Corporation 2009 Omnibus Incentive Plan. Read SEC document |
| January 16, 2017 Filed Jan 20, 2017 01:28 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantClass A Common Stock | 2,412 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-001093 · edgar.xml · nonDerivative · entry 1 Ferland E James Jr · CIK 0001404512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,277 F1 · shares: Restricted Stock Units granted under the Actuant Corporation 2009 Omnibus Incentive Plan. F2 · price: Not applicable. Read SEC document |
| December 02, 2016 Filed Dec 6, 2016 21:52 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantPhantom Stock · Derivative | 806 | $26.35 | $21,238.10 |
DisclosureSEC source: 0001179110-16-032477 · edgar.xml · derivative · entry 2 Ferland E James Jr · CIK 0001404512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,337 Underlying: Class A Common Stock · 806 shares Expires not disclosed F1 · security: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. F2 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock. F1 · derivative.exercise_date: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. F1 · derivative.expiration_date: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 16:34 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | PurchaseCommon Stock | 15,000 | $13.81 | $207,150.00 |
DisclosureSEC source: 0001644999-16-000071 · edgar.xml · nonDerivative · entry 1 Ferland E James Jr · CIK 0001404512 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,664 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.77 to $13.85, inclusive. The reporting person undertakes to provide to Babcock & Wilcox Enterprises, Inc., any security holder of Babcock & Wilcox Enterprises, Inc., 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 this footnote. Read SEC document |
| November 07, 2016 Filed Apr 10, 2017 21:25 UTC Amendment | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | PurchaseCommon Stock | 15,000 | $13.81 | $207,150.00 |
DisclosureSEC source: 0001644999-17-000020 · edgar.xml · nonDerivative · entry 1 Ferland E James Jr · CIK 0001404512 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,664 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $13.77 to $13.85, inclusive. The reporting person undertakes to provide to Babcock & Wilcox Enterprises, Inc., any security holder of Babcock & Wilcox Enterprises, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| September 02, 2016 Filed Sep 7, 2016 19:13 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantPhantom Stock · Derivative | 877 | $24.23 | $21,249.71 |
DisclosureSEC source: 0001179110-16-029389 · edgar.xml · derivative · entry 2 Ferland E James Jr · CIK 0001404512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,531 Underlying: Class A Common Stock · 877 shares Expires not disclosed F1 · security: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. F2 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock. F1 · derivative.exercise_date: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. F1 · derivative.expiration_date: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. Read SEC document |
| August 12, 2016 Filed Apr 10, 2017 21:19 UTC Amendment | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | PurchaseCommon Stock | 40,000 | $16.22 | $648,800.00 |
DisclosureSEC source: 0001644999-17-000018 · edgar.xml · nonDerivative · entry 1 Ferland E James Jr · CIK 0001404512 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,664 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $16.13 to $16.45, inclusive. The reporting person undertakes to provide to Babcock & Wilcox Enterprises, Inc., any security holder of Babcock & Wilcox Enterprises, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. 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.