Form 4: Enerpac CFO Sells Shares for Tax Obligations

Enerpac Tool Group's EVP & CFO, Darren Matthew Kozik, reported the disposition of 708 shares of Class A Common Stock at $40.24 per share to cover tax liabilities.

Summary

• Darren Matthew Kozik, Executive Vice President and Chief Financial Officer of Enerpac Tool Group Corp., reported a transaction involving company stock.
• On November 7, 2025, Kozik disposed of 708 shares of Class A Common Stock.
• The shares were disposed of at a price of $40.24 per share.
• This transaction was executed under a Rule 10b5-1(c) plan, indicating it was pre-scheduled.
• The transaction code 'F' signifies that the shares were withheld to satisfy tax withholding obligations related to the vesting or exercise of securities.
• Following this transaction, Kozik directly beneficially owns 20,726 shares of Class A Common Stock.

Sentiment

Score: 5

Explanation: This is a neutral event. The disposition of shares is for tax withholding purposes, a common and expected occurrence for executives, and was executed under a pre-arranged 10b5-1 plan. It does not reflect a change in management's confidence in the company's future.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• Minimal direct impact on shareholders as this is a routine, pre-scheduled transaction for tax purposes by an executive.
• No direct impact on employees, customers, suppliers, or creditors.

Key Dates

Recommendation

The reported transaction is a routine disposition of shares by an executive to satisfy tax obligations, executed under a pre-arranged 10b5-1 plan. This type of transaction is not indicative of a change in the company's fundamentals or management's outlook, and therefore does not warrant a change in investment recommendation based solely on this filing. Investors should continue to hold based on broader company performance and market conditions.

Keywords

Enerpac Tool Group, EPAC, Darren Matthew Kozik, CFO, Insider Trading, Form 4, Stock Sale, Tax Withholding, Rule 10b5-1