Enerpac Controller Disposes of Shares for Tax Purposes ($EPAC)
ENERPAC TOOL GROUP CORP
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Filing Summary
Enerpac Controller Disposes of Shares for Tax Purposes ($EPAC)
Company: ENERPAC TOOL GROUP CORP (EPAC) Form: 4 | Filed: 2025-11-18 Significance: Low
Insider: Dawson Patrick James Title: Corporate Controller & PAO | Relationship: Officer
Transaction: • Type: Tax Withholding • Shares: 83 • Price: $38.76 • Value: $3,217 • Owned After: 5,790
Key Insight: This is a routine, non-discretionary transaction to cover tax liabilities from vested equity and holds no investment signal.
Market Context: The transaction value is negligible, representing less than 0.001% of the company's $2.05B market cap.
Comprehensive Analysis
SEC Filing Analysis: ENERPAC TOOL GROUP CORP (EPAC)
Executive Summary
- Trading Significance: Low
- Key Takeaway: The Corporate Controller disposed of a small number of shares to cover tax obligations, a routine and non-discretionary event with no market signaling power.
- Market Impact: Neutral. The transaction is immaterial in size and nature.
Company Information
| Field | Value |
|---|---|
| Company | ENERPAC TOOL GROUP CORP |
| Ticker Symbol | EPAC |
| CIK | 0000006955 |
| Industry | MISC INDUSTRIAL & COMMERCIAL MACHINERY & EQUIPMENT |
Insider Information
| Field | Value |
|---|---|
| Name | Dawson Patrick James |
| CIK | 0002012578 |
| Title/Position | Corporate Controller & PAO |
| Relationship | Officer |
Transaction Details
| Field | Value |
|---|---|
| Form Type | 4 |
| Transaction Date | 2025-11-14 |
| Transaction Code | F - Payment of tax liability by withholding securities |
| Security Type | Class A Common Stock |
| Shares Involved | 83 |
| Price Per Share | $38.76 |
| Total Value | $3,217.08 |
| Shares Owned After | 5,790 |
| Ownership Type | Direct |
Financial Impact Assessment
Transaction Materiality
| Metric | Value |
|---|---|
| Transaction Value | $3,217.08 |
| % of Market Cap | 0.00016% |
| Shares Transacted | 83 |
| % of Shares Outstanding | 0.00015% |
| Post-Transaction Ownership | 5,790 shares (0.011% of outstanding) |
| Materiality Assessment | Low |
Impact Evaluation
- Market Cap Context: The transaction value of approximately $3,217 is negligible compared to Enerpac's $2.05 billion market capitalization.
- Ownership Concentration: The insider's post-transaction ownership of 5,790 shares represents a very small fraction (0.011%) of the total shares outstanding, indicating low ownership concentration from this individual.
- Transaction Significance: The transaction is classified as low significance. It falls far below the materiality thresholds, representing less than 0.1% of both market cap and shares outstanding. The nature of the transaction (code 'F' for tax withholding) further reduces its importance as it is not a discretionary market sale reflecting insider sentiment.
Market Impact Analysis
Stock Impact Prediction
- Direction: Neutral
- Reasoning: This is a mandatory, non-market transaction to satisfy tax obligations, likely related to the vesting of restricted stock. It does not reflect a change in the insider's view of the company's future prospects.
Volume & Sentiment
- Expected Volume Impact: None. The shares were withheld by the company and not sold on the open market.
- Sentiment Indicator: Neutral. The filing is purely administrative and provides no bullish or bearish signal.
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Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
Nothing here is a recommendation to buy, sell, or hold any security. Do your own due diligence.