Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENERPAC TOOL GROUP CORPEPAC · Entity 4543 | Head of Financial Planning | October 19, 2024 | October 22, 2024 |
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 19, 2024 · Filed October 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 6,263 |
Reported balance
After 2024-10-19 transaction · row 1
1 source rowRow 1 · 2024-10-19 · Tax withholding · Disposed 78 · Balance 6,263 |
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 19, 2024 Filed Oct 22, 2024 20:05 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 78 | $44.03 | $3,434.34 |
DisclosureSEC source: 0001127602-24-025825 · form4.xml · nonDerivative · entry 1 Burns Patrick Shannon · CIK 0002012580 · Head of Financial Planning 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,263 Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 18:51 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 4,373 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010381 · form4.xml · nonDerivative · entry 1 Burns Patrick Shannon · CIK 0002012580 · Head of Financial Planning 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,341 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.