EPAC Insider Trading

Enerpac Tool Group Corp. (EPAC) operates in the Industrials sector, specifically the Industrial - Machinery industry, with a market capitalization near $1.82B, listed on NYSE, employing roughly 2,100 people, carrying a beta of 0.81 to the broader market. Enerpac Tool Group Corp. Led by Paul E. Sternlieb, public since 2000-07-24.

In the last 12 months, Enerpac Tool Group Corp. insiders made 0 buy transactions and 3 sale transactions.

DateNameTypeSharesPriceValue
Oct 13, 2026Lauber Charles T0$0.00$0
Sep 17, 2026Chack Eric TheodoreF-InKind1,745$34.59$60.4K
Aug 3, 2026Hagen Kevin James0$0.00$0
Jul 27, 2026Cunningham Danny LM-Exempt2,930$26.95$79.0K
Jul 27, 2026Cunningham Danny LS-Sale2,930$34.35$100.6K
Jul 27, 2026Cunningham Danny LM-Exempt2,930$26.95$79.0K
Jul 27, 2026Ferland E James JrM-Exempt2,930$26.95$79.0K
Jul 27, 2026Ferland E James JrS-Sale2,930$34.35$100.6K
Jul 27, 2026Ferland E James JrM-Exempt2,930$26.95$79.0K
May 4, 2026Jefferson Philip Ashley0$0.00$0

EPAC Insider Activity by Quarter

Reported Form 4 and Form 5 lines under EPAC's own SEC company ID, by transaction date, back to Q4 2024. Purchases and sales are code P / S (open market or private) in the company's shares; other lines are purchases and sales of other securities (options, warrants, preferred), awards, exercises, tax withholding, gifts and other acquisitions and dispositions. Later filings and amendments can change the current quarter. Earlier quarters are not shown: the filings read reach back to Oct 19, 2018, and a quarter counts only when every filing for it was read.

QuarterPurchasesBoughtSalesSoldOther Lines
Q4 2026 (so far)0N/A0N/A0
Q3 20260N/A2$201.3K5
Q2 20260N/A0N/A0
Q1 20260N/A0N/A9
Q4 20250N/A1$118.8K28
Q3 20250N/A1$173.1K4
Q2 20250N/A0N/A0
Q1 20250N/A0N/A15
Q4 20240N/A1$85.6K32

EPAC Institutional Ownership (13F)

As of Jun 30, 2026 (Q2 2026), 277 institutions reported holding 51,135,394 EPAC shares, valued at $1.83B as reported, 95.1% of its market cap (market cap of Jun 26, 2026). That is +21 institutions from the quarter before. Among managers whose reports for both quarters are comparable, 46 opened a position, 24 closed one, 111 added and 79 trimmed.

Top Holders, Q2 2026

ManagerSharesValueChange
BlackRock, Inc.8,317,488$298.3M+566,222
NEUBERGER BERMAN GROUP LLC4,648,312$166.7M+198,498
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC3,031,635$108.7M-697,318
VANGUARD PORTFOLIO MANAGEMENT LLC3,000,634$107.6M+15,013
Capital International Investors2,535,759$90.9M-757,626
VANGUARD CAPITAL MANAGEMENT LLC2,313,166$83.0M-57,194
STATE STREET CORP2,294,879$82.2M+103,034
DIMENSIONAL FUND ADVISORS LP1,311,519$47.0M+10,131
GEODE CAPITAL MANAGEMENT, LLC1,310,074$47.0M+44,496
COOKE & BIELER LP1,284,544$46.1M-485,036

By Quarter

QuarterInstitutionsSharesValue
Q2 202627751,135,394$1.83B
Q1 202625651,655,968$1.88B
Q4 202525552,283,466$2.00B
Q3 202524453,289,211$2.18B
Q2 202526354,633,865$2.22B
Q1 202525356,036,178$2.51B
Q4 202424255,154,171$2.27B
Q3 202423154,217,403$2.27B
Q2 202421955,315,984$2.11B

From the SEC's Form 13F data sets: investment managers with $100 million or more in Section 13(f) securities report their holdings each quarter, up to 45 days after it ends; a restated filing replaces the original, and values are as the managers reported them (a position whose price runs about 1,000 times below other managers', from a manager whose positions mostly do, is read as reported in thousands of dollars). The same shares can be reported by more than one manager, so totals can count some twice.

ETFs Holding EPAC

FundWeight of EPACShares (as reported)Value (as reported)Source updated
IJR iShares Core S&P Small-Cap ETF0.10%3,056,770$107.2MOct 8, 2026
VTI Vanguard Morningstar Total Stock Market ETF0.00%1,636,176$61.1MOct 7, 2026
IWM iShares Russell 2000 ETF0.06%1,353,687$47.5MOct 8, 2026
VB Vanguard Morningstar Small-Cap ETF0.02%1,185,087$44.2MOct 7, 2026
VBK Vanguard Morningstar Small-Cap Growth ETF0.06%679,483$25.4MOct 7, 2026
VXF Vanguard Extended Market ETF0.02%599,015$22.4MOct 7, 2026
IWO iShares Russell 2000 Growth ETF0.12%484,599$17.0MOct 8, 2026
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF0.10%470,850$16.7MOct 8, 2026
VTWO Vanguard Russell 2000 ETF0.06%299,860$11.2MOct 7, 2026
SCHA Schwab U.S. Small-Cap ETF0.04%269,194$9.5MOct 8, 2026
FESM Fidelity Enhanced Small Cap ETF0.13%239,750$8.4MOct 8, 2026
DFAC Dimensional - US Core Equity 2 ETF0.01%194,910$7.0MOct 8, 2026
VIOO Vanguard S&P Small-Cap 600 ETF0.11%185,837$6.9MOct 7, 2026
SLYG State Street SPDR S&P 600 Small Cap Growth ETF0.13%179,684$6.4MOct 8, 2026
IJS iShares S&P Small-Cap 600 Value ETF0.08%168,781$5.9MOct 8, 2026

From each fund's latest holdings file on record that shows EPAC's listed security itself. A file counts when its line count is consistent with the fund's reported holdings count (at most twice it plus 10, or at most 1,000 lines for a reported count of exactly 10, which the data source gives many funds as a cap), read with that file or inherited from the fund's last classified file (within 20% of its line count, read within 60 days). Funds whose line for the company could not be confirmed as EPAC's listed security, or that hold it through underlying funds (look-through), are not listed. Only long positions count: a fund is left out when any of its lines for EPAC reports a negative weight, share count or value, or none of them above zero (a short position, or figures that disagree). Shares, value and weight are as reported in each fund's file, dated by the data source's last update of that file (not the date of the positions); the weight is EPAC's share of that fund.

EPAC Congress Trades

Members of Congress and their households disclosed 9 transactions in EPAC on file (8 purchases, 1 sales) by 2 members, the latest trade on Sep 21, 2026.

MemberChamberTypeAmountTradedDisclosed
Gilbert Ray Cisneros, Jr. (D-CA-31)HousePurchase$1,001 - $15,000Sep 21, 2026Oct 12, 2026
Gilbert Ray Cisneros, Jr. (D-CA-31)HousePurchase$1,001 - $15,000Jul 16, 2026Sep 7, 2026
Gilbert Ray Cisneros, Jr. (D-CA-31)HousePurchase$1,001 - $15,000Jul 10, 2026Sep 7, 2026
Gilbert Ray Cisneros, Jr. (D-CA-31)HousePurchase$1,001 - $15,000Mar 3, 2026Apr 8, 2026
Gilbert Ray Cisneros, Jr. (D-CA-31)HousePurchase$1,001 - $15,000Jan 27, 2026Feb 13, 2026
Gilbert Ray Cisneros, Jr. (D-CA-31)HousePurchase$1,001 - $15,000Oct 30, 2025Nov 18, 2025
Josh Gottheimer (D-NJ-5)HouseSale (Full)$1,001 - $15,000Apr 17, 2025May 14, 2025
Gilbert Ray Cisneros, Jr. (D-CA-31)HousePurchase$1,001 - $15,000Feb 26, 2025Mar 7, 2025
Josh Gottheimer (D-NJ-5)HousePurchase$1,001 - $15,000Oct 25, 2024Nov 6, 2024

From the periodic transaction reports members of the Senate and the House file under the STOCK Act, within 45 days of a trade (some file later); amounts are the ranges the reports give (a few give an exact amount), and a transaction a later report lists again is counted once. On file: House reports disclosed from Apr 10, 2023 through Oct 13, 2026; Senate reports disclosed from Jan 30, 2014 through Oct 7, 2026. The party is the member's on the trade date. A trade is listed under the company that traded under its ticker on the trade date (dated from Feb 1, 2021, unless the filing describes another company of ours; before that, only when the filing's description of the security is the company's name).

How to Read EPAC Insider Activity

Net insider sentiment skews to the sell side over the trailing twelve months: 3 sales versus 0 buys. Insider sales carry less informational weight than buys because they are often driven by liquidity, tax planning, or pre-scheduled Rule 10b5-1 trading plans rather than negative information. The transaction type alone does not say whether a sale was made on the open market or privately, or under a 10b5-1 plan; the filing's plan checkbox and footnotes do. The transaction table above includes the filer's reporting name, transaction type, share count, per-share price, and total dollar value where computable. For options traders, insider activity is one input to event-driven sizing alongside earnings calendar, analyst-rating cluster moves, and the implied-vol surface. Form 4 filings (the dominant Section 16 reporting form) must be submitted within two business days of the transaction; clusters of buys across multiple insiders within a short window are the strongest informational pattern. SEC EDGAR carries the underlying source filings for verification and additional historical depth.

Learn how insider trading is reported and how to read the data →

Frequently asked EPAC insider trading questions

How active are EPAC insiders right now?
Over the trailing twelve months, Enerpac Tool Group Corp. (EPAC) insiders made 0 buy transactions and 3 sale transactions. Net insider sentiment over the trailing twelve months tilts to the sell side (3 sales vs 0 buys). The transaction list above shows the most recent filings; each entry includes the insider's name, transaction type, share count, and per-share price.
What counts as an insider transaction?
Section 16 of the Securities Exchange Act requires officers, directors, and 10% beneficial-owner shareholders to disclose changes in their holdings via Form 3 (initial statement), Form 4 (subsequent transactions, filed within two business days), and Form 5 (annual catch-up). Insider transactions cover open-market purchases and sales, exercise of stock options, gifts, and grants. The "transaction type" field on each row distinguishes these subcategories.
Are EPAC insider buys a bullish signal?
Insider purchases (Type P, made on the open market or privately; the code covers both) carry more informational weight than insider sales: an insider must commit personal capital, and the SEC scrutinizes purchases under Rule 10b5-1 for material non-public information. Sales, by contrast, are often driven by liquidity, tax planning, or pre-scheduled 10b5-1 trading plans rather than negative information. Cluster buying (multiple insiders buying within a short window) is a stronger signal than isolated buys.
How do EPAC insider transactions affect options pricing?
Insider transaction data does not directly drive implied volatility, but Form 4 disclosures can move single-name IV if the size or timing is unusual (e.g. a large CEO buy ahead of an earnings window). Options markets price the marginal informational content; routine transactions under pre-scheduled plans are typically ignored. For event-driven options sizing, pair the insider transaction history with the upcoming earnings calendar.