Dawson Patrick James 4
4 · ENERPAC TOOL GROUP CORP · Filed Mar 17, 2026
Research Summary
AI-generated summary of this filing
Enerpac (EPAC) Controller Dawson James Pays Tax Withholding on 1,088 Shares
What Happened
- Dawson Patrick James, Corporate Controller and Principal Accounting Officer of Enerpac Tool Group Corp (EPAC), disposed of 1,088 shares on March 15, 2026 at $35.87 per share for a total value of about $39,027. The Form 4 lists the transaction code F, indicating the shares were surrendered to cover an exercise price or tax liability (i.e., withholding), not an open-market sale.
- The filing notes 68 of those shares were acquired under the issuer’s employee stock purchase plan (ESPP) since January 15, 2026.
Key Details
- Transaction date: 2026-03-15; price: $35.87; shares disposed: 1,088; gross value ≈ $39,027.
- Transaction code: F (payment of exercise price or tax liability / tax withholding).
- Footnote: F1 — Includes 68 shares acquired under the Issuer's employee stock purchase plan since Jan 15, 2026.
- Shares owned after transaction: not disclosed in the provided filing.
- Filing date: 2026-03-17 — appears to be timely (filed within typical Form 4 deadlines).
Context
- Code F transactions typically mean shares were surrendered to the company to satisfy tax withholding obligations tied to equity awards or ESPP purchases; this is a routine administrative disposition and not the same as an open-market sale signaling investment intent.
- For retail investors, purchases or open-market buys generally provide more direct signals of insider conviction than routine tax-withholding disposals.
Insider Transaction Report
Form 4
Dawson Patrick James
Corporate Controller & PAO
Transactions
- Tax Payment
Class A Common Stock
[F1]2026-03-15$35.87/sh−1,088$39,027→ 4,770 total
Footnotes (1)
- [F1]Includes 68 shares acquired under the Issuer's employee stock purchase plan since January 15, 2026.
Signature
/s/ Noah Popp, Attorney-in-Fact|2026-03-17