Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CNX Resources CorpCNX · Entity 3842 | Director | June 18, 2026 | June 22, 2026 |
| ENERPAC TOOL GROUP CORPEPAC · Entity 4543 | Director | February 06, 2026 | February 09, 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.
CNX Resources Corp
Report date June 18, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common shares, $0.01 par value per shareSEC Table I · non-derivative | Direct | 271,130 |
Last balance in matching sequence
After 2026-06-18 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-06-18 · Exercise / conversion · Acquired 12,129 · Balance 261,130 F1: Of the shares owned directly, 5,568 are restricted stock units and 44,998 are deferred stock units. Row 2 · 2026-06-18 · Exercise / conversion · Acquired 10,000 · Balance 271,130 F1: Of the shares owned directly, 5,568 are restricted stock units and 44,998 are deferred stock units. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.58 · Expires 2027-05-09 | Direct | 0 |
Reported balance
After 2026-06-18 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-06-18 · Exercise / conversion · Disposed 12,129 · Balance 0 F3: This stock option, including share amount and exercise price, reflects an exempt anti-dilution adjustment to such award in connection with the 2017 spin-off of the Issuer from CONSOL Energy Inc. F4: This stock option vested on May 9, 2018. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.55 · Expires 2028-05-09 | Direct | 0 |
Reported balance
After 2026-06-18 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-06-18 · Exercise / conversion · Disposed 10,000 · Balance 0 F5: This stock option vested on May 9, 2019. |
| Common shares, $0.01 par value per shareSEC Table I · non-derivative | IndirectUTMA Account #1 | 450 |
Reported balance
Holding disclosure · report date 2026-06-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 450 F2: Shares held in Uniform Transfers to Minors Act account established for a grandchild, for which the reporting person serves as custodian. The reporting person disclaims beneficial ownership of these shares, and this report should not be deemed an admission that the reporting person is the beneficial owner of such shares for purposes of Section 16 or for any other purpose. |
| Common shares, $0.01 par value per shareSEC Table I · non-derivative | IndirectUTMA Account #2 | 450 |
Reported balance
Holding disclosure · report date 2026-06-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 450 F2: Shares held in Uniform Transfers to Minors Act account established for a grandchild, for which the reporting person serves as custodian. The reporting person disclaims beneficial ownership of these shares, and this report should not be deemed an admission that the reporting person is the beneficial owner of such shares for purposes of Section 16 or for any other purpose. |
| Common shares, $0.01 par value per shareSEC Table I · non-derivative | IndirectUTMA Account #3 | 450 |
Reported balance
Holding disclosure · report date 2026-06-18 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 450 F2: Shares held in Uniform Transfers to Minors Act account established for a grandchild, for which the reporting person serves as custodian. The reporting person disclaims beneficial ownership of these shares, and this report should not be deemed an admission that the reporting person is the beneficial owner of such shares for purposes of Section 16 or for any other purpose. |
| Common shares, $0.01 par value per shareSEC Table I · non-derivative | IndirectUTMA Account #4 | 450 |
Reported balance
Holding disclosure · report date 2026-06-18 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 450 F2: Shares held in Uniform Transfers to Minors Act account established for a grandchild, for which the reporting person serves as custodian. The reporting person disclaims beneficial ownership of these shares, and this report should not be deemed an admission that the reporting person is the beneficial owner of such shares for purposes of Section 16 or for any other purpose. |
| Common shares, $0.01 par value per shareSEC Table I · non-derivative | IndirectUTMA Account #5 | 200 |
Reported balance
Holding disclosure · report date 2026-06-18 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 200 F2: Shares held in Uniform Transfers to Minors Act account established for a grandchild, for which the reporting person serves as custodian. The reporting person disclaims beneficial ownership of these shares, and this report should not be deemed an admission that the reporting person is the beneficial owner of such shares for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Of the shares owned directly, 5,568 are restricted stock units and 44,998 are deferred stock units.
F2: Shares held in Uniform Transfers to Minors Act account established for a grandchild, for which the reporting person serves as custodian. The reporting person disclaims beneficial ownership of these shares, and this report should not be deemed an admission that the reporting person is the beneficial owner of such shares for purposes of Section 16 or for any other purpose.
F3: This stock option, including share amount and exercise price, reflects an exempt anti-dilution adjustment to such award in connection with the 2017 spin-off of the Issuer from CONSOL Energy Inc.
F4: This stock option vested on May 9, 2018.
F5: This stock option vested on May 9, 2019.
ENERPAC TOOL GROUP CORP
Report date February 06, 2026 · Filed February 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 38,146 |
Reported balance
After 2026-02-06 transaction · row 1
1 source rowRow 1 · 2026-02-06 · Grant · Acquired 3,134 · Balance 38,146 F1: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan that vest in full 50 weeks after the date of grant (subject to continued service). |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan that vest in full 50 weeks after the date of grant (subject to continued service).
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 22, 2019 Filed Jan 25, 2019 02:51 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantClass A Common Stock | 9,046 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001593968-19-000246 · primary_01.xml · nonDerivative · entry 1 Clarkson J. Palmer · CIK 0001705595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,046 F1 · shares: Restricted Stock Units granted under the Actuant Corporation 2017 Omnibus Incentive Plan. F2 · price: Not Applicable Read SEC document |
| December 04, 2018 Filed Dec 7, 2018 02:27 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantPhantom Stock · Derivative | 827 | $24.17 | $19,988.59 |
DisclosureSEC source: 0001593968-18-001563 · primary_01.xml · derivative · entry 1 Clarkson J. Palmer · CIK 0001705595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,164 Underlying: Class A Common Stock · 827 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 |
| September 05, 2018 Filed Sep 6, 2018 22:17 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantPhantom Stock · Derivative | 676 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-18-001182 · primary_01.xml · derivative · entry 1 Clarkson J. Palmer · CIK 0001705595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,335 Underlying: Class A Common Stock · 676 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 |
| August 16, 2018 Filed Aug 16, 2018 22:18 UTC | CNX Resources Corp CNX · Entity 3842 | PurchaseCommon shares, $0.01 par value per share | 10,000 | $14.90 | $148,980.00 |
DisclosureSEC source: 0001070412-18-000075 · wf-form4_153445791262630.xml · nonDerivative · entry 1 Clarkson J. Palmer · CIK 0001705595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,968 F1 · price: Represents the weighted average of 26 open-market purchase transactions ranging from $14.90 to $14.895. The reporting person agrees to provide full information regarding the number of shares purchased at each separate price paid if requested by the SEC staff, the Company or a security holder of the Company. F2 · balance_after: Of the 56,968 shares owned directly, 28,001 are restricted stock units and 8,967 are deferred stock units (including dividend equivalent rights). Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 23:33 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantPhantom Stock · Derivative | 659 | $24.10 | $15,881.90 |
DisclosureSEC source: 0001593968-18-000868 · primary_01.xml · derivative · entry 1 Clarkson J. Palmer · CIK 0001705595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 659 Underlying: Class A Common Stock · 659 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 |
| May 09, 2018 Filed May 11, 2018 20:07 UTC | CNX Resources Corp CNX · Entity 3842 | GrantStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001070412-18-000054 · wf-form4_152606925052185.xml · derivative · entry 2 Clarkson J. Palmer · CIK 0001705595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common shares, $0.01 par value per share · 10,000 shares Expires 2028-05-09 F2 · derivative.exercise_date: The stock option grant provides that the options vest and become exercisable on the date of the Company's next annual meeting. Read SEC document |
| May 09, 2018 Filed May 11, 2018 20:07 UTC | CNX Resources Corp CNX · Entity 3842 | GrantCommon shares, $0.01 par value per share | 13,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001070412-18-000054 · wf-form4_152606925052185.xml · nonDerivative · entry 1 Clarkson J. Palmer · CIK 0001705595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,968 F1 · balance_after: Of the 46,968 shares owned directly, 28,001 are restricted stock units and 8,967 are deferred stock units (including dividend equivalent rights). Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 22:02 UTC | CNX Resources Corp CNX · Entity 3842 | GrantCommon shares, $0.01 par value per share | 7,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001070412-18-000013 · wf-form4_151752253941409.xml · nonDerivative · entry 1 Clarkson J. Palmer · CIK 0001705595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,140 F1 · balance_after: On November 28, 2017, the Issuer completed the separation of its business into two independent, publicly-traded companies (the "Separation"): the Issuer and CONSOL Energy Inc. In connection with the Separation, and pursuant to the terms of an Employee Matters Agreement dated November 28, 2017 (the "Employee Matters Agreement"), all equity awards held by the reporting person with respect to the Issuer's common stock were adjusted in a manner intended to preserve the aggregate intrinsic value of the original award. The amount of securities reported on this Form 4 reflect the aforementioned adjustment. F2 · balance_after: Of the 33,140 shares owned directly, 18,354 are restricted stock units and 4,786 are deferred stock units (including dividend equivalent rights). Read SEC document |
| August 03, 2017 Filed Aug 3, 2017 21:43 UTC | CNX Resources Corp CNX · Entity 3842 | PurchaseCommon shares, $0.01 par value per share | 10,000 | $15.40 | $154,000.00 |
DisclosureSEC source: 0001070412-17-000080 · wf-form4_150179660721545.xml · nonDerivative · entry 1 Clarkson J. Palmer · CIK 0001705595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,704 F1 · balance_after: Of the 23,704 shares owned directly, 9,561 are restricted stock units and 4,143 are deferred stock units (including dividend equivalent rights). Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:42 UTC | CNX Resources Corp CNX · Entity 3842 | GrantStock Option (right to buy) · Derivative | 10,501 | $0.00 Strike: $15.69 | $0.00 |
DisclosureSEC source: 0001070412-17-000058 · wf-form4_149453533759670.xml · derivative · entry 2 Clarkson J. Palmer · CIK 0001705595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,501 Underlying: Common shares, $0.01 par value per share · 10,501 shares Expires 2027-05-09 F2 · derivative.exercise_date: The stock option grant provides that the options vest and become exercisable on the date of the Company's next annual meeting. Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:42 UTC | CNX Resources Corp CNX · Entity 3842 | GrantCommon shares, $0.01 par value per share | 13,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001070412-17-000058 · wf-form4_149453533759670.xml · nonDerivative · entry 1 Clarkson J. Palmer · CIK 0001705595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,704 F1 · balance_after: Of the 13,704 shares owned directly, 9,561 are restricted stock units and 4,143 are deferred stock units (including dividend equivalent rights). 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.