Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENERPAC TOOL GROUP CORPEPAC · Entity 4543 | Corporate Controller & PAO | March 15, 2026 | March 17, 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 March 15, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 4,770 |
Reported balance
After 2026-03-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-15 · Tax withholding · Disposed 1,088 · Balance 4,770 F1: Includes 68 shares acquired under the Issuer's employee stock purchase plan since January 15, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 68 shares acquired under the Issuer's employee stock purchase plan since January 15, 2026.
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 15, 2026 Filed Mar 17, 2026 15:49 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 1,088 | $35.87 | $39,026.56 |
DisclosureSEC source: 0000006955-26-000022 · form4.xml · nonDerivative · entry 1 Dawson Patrick James · CIK 0002012578 · Corporate Controller & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,770 F1 · balance_after: Includes 68 shares acquired under the Issuer's employee stock purchase plan since January 15, 2026. Read SEC document |
| November 14, 2025 Filed Nov 18, 2025 13:53 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 83 | $38.76 | $3,217.08 |
DisclosureSEC source: 0000006955-25-000077 · form4.xml · nonDerivative · entry 1 Dawson Patrick James · CIK 0002012578 · Corporate Controller & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,790 Read SEC document |
| November 07, 2025 Filed Nov 12, 2025 18:20 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 53 | $40.24 | $2,132.72 |
DisclosureSEC source: 0000006955-25-000067 · form4.xml · nonDerivative · entry 2 Dawson Patrick James · CIK 0002012578 · Corporate Controller & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,873 Read SEC document |
| October 23, 2025 Filed Nov 12, 2025 18:20 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 530 | $0.00 | $0.00 |
DisclosureSEC source: 0000006955-25-000067 · form4.xml · nonDerivative · entry 1 Dawson Patrick James · CIK 0002012578 · Corporate Controller & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,926 F1 · shares: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan that vest in three equal annual installments beginning on October 23, 2026. Read SEC document |
| October 19, 2025 Filed Oct 21, 2025 17:59 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 46 | $41.98 | $1,931.08 |
DisclosureSEC source: 0000006955-25-000049 · form4.xml · nonDerivative · entry 1 Dawson Patrick James · CIK 0002012578 · Corporate Controller & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,396 F1 · balance_after: Includes 308 shares acquired under the Issuer's employee stock purchase plan since January 15, 2025. Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 17:39 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 78 | $48.11 | $3,752.58 |
DisclosureSEC source: 0001127602-24-027434 · form4.xml · nonDerivative · entry 1 Dawson Patrick James · CIK 0002012578 · Corporate Controller & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,134 Read SEC document |
| November 07, 2024 Filed Nov 12, 2024 17:04 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 493 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-026933 · form4.xml · nonDerivative · entry 1 Dawson Patrick James · CIK 0002012578 · Corporate Controller & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,212 F1 · shares: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan that vest in three equal annual installments beginning on November 7, 2025. Read SEC document |
| October 19, 2024 Filed Oct 22, 2024 20:31 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 42 | $44.03 | $1,849.26 |
DisclosureSEC source: 0001127602-24-025842 · form4.xml · nonDerivative · entry 1 Dawson Patrick James · CIK 0002012578 · Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,719 F1 · balance_after: Includes an aggregate 241 shares acquired under the Issuer's employee stock purchase plan since the reporting person's prior Form 4 report. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 18:46 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010379 · form4.xml · nonDerivative · entry 1 Dawson Patrick James · CIK 0002012578 · Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,520 F1 · shares: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan that vest on March 15, 2026, generally subject to continued employment. 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.