undamentalytics Newsletter

Enerpac Tool Group Corp insider trading

Every open-market purchase and sale by Enerpac Tool Group Corp's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

No insider has bought shares on the open market in five years.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Enerpac Tool Group Corp insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Enerpac Tool Group Corp’s insiders pay?

From July 8, 2010 to October 18, 2022, 26 insiders reported 31 open-market purchases and 65 sales not made under a pre-set plan in Enerpac Tool Group Corp. Twelve months after each purchase was reported, the shares were −2.4% against the S&P 500 on average (median −4.2%), over 31 purchases with a full year of prices; 26% beat the index. After sales, the shares moved −17.8% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on January 13, 2012 into $24,793 by November 2, 2026, +6.3% a year. It held shares 58% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $32,281 (+8.3% a year), and held throughout $75,762 (+14.7%).

$0$25.0k$50.0k$75.0k 20122014201620182020202220242026 $75.8k$32.3k$24.8k
Copying Enerpac Tool Group Corp's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Enerpac Tool Group Corp's insiders from January 13, 2012, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 58% of the time.
Enerpac Tool Group Corp: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Wozniak Ted VP Business Development 1 −15.2% (1) 0% 9 −24.9% (9) January 2, 2018
Kobylinski Brian Exec. VP - Industrial 1 −4.2% (1) 0% 8 −13.9% (8) October 28, 2015
Lampereur Andrew Executive Vice President - CFO 4 −6.1% (4) 0% 5 −13.2% (5) January 4, 2016
Skogg Eugene Edward EVP-Human Resources 6 −5.6% (6) 17% 1 −30.1% (1) January 11, 2017
Arzbaecher Robert C President and CEO 1 −1.8% (1) 0% 4 −20.4% (4) January 5, 2017
Baker Randal W Pres. and CEO 4 −8.2% (4) 0% 1 −25.3% (1) January 21, 2020
Blackmore William Exec. VP-Engineered Solutions 0 — — 5 −15.1% (5) April 7, 2014
Goldstein Mark President & CEO 1 −13.0% (1) 0% 4 −15.2% (4) December 29, 2014
Boel Gustav Exec. Vice President 0 — — 4 −14.0% (4) October 21, 2013
Dillon Ricky T EVP-Chief Financial Officer 0 — — 4 −17.0% (4) March 30, 2022
Ferland E James Jr Director 2 +24.2% (2) 100% 1 +3.3% (1) October 18, 2022
Fischer Thomas J Director 0 — — 3 −25.1% (3) December 29, 2016
Grissom Sheri VP Human Resources 3 +1.6% (3) 67% 0 — October 12, 2012
Peterson Robert A Director 0 — — 3 −15.6% (3) December 29, 2016
Scheer David L Exec. VP, Electrical Segment 2 −3.4% (2) 50% 1 −34.8% (1) October 21, 2013
Hall William K Director 0 — — 2 −33.5% (2) June 27, 2014
Limberger Markus EVP, Operations 1 +40.5% (1) 100% 1 +40.5% (1) September 27, 2022
Pauli Matthew Corporate Controller 0 — — 2 −7.0% (2) March 31, 2016
Rennie Stephen Ex. VP Industrial & India 0 — — 2 −16.5% (2) October 2, 2017
Roundhouse Roger Exec VP Engd Solutions Segment 1 −4.2% (1) 0% 1 −20.4% (1) February 1, 2019
Sefcik Mark Exec VP Industrial Segment 2 −28.4% (2) 0% 0 — April 6, 2016
Van Deursen Holly Director 0 — — 2 −22.1% (2) August 15, 2019
Altavilla Alfredo Director 1 −12.1% (1) 0% 0 — May 25, 2018
Holder Richard D Director 1 +37.6% (1) 100% 0 — October 26, 2021
Hunter R Alan Jr Director 0 — — 1 −41.8% (1) March 31, 2014
Williams Dennis K Director 0 — — 1 −26.9% (1) January 5, 2017

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Enerpac Tool Group Corp

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Enerpac Tool Group Corp in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 3 buying crowds with six months of prices, it averaged +6.8% against the index. After 6 selling crowds, −4.7%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
October 29, 20212 buying−12.9%+6.3%+36.5%
December 30, 20163 selling−6.9%−13.4%−25.9%
October 30, 20154 buying+4.4%+14.7%−6.4%
April 30, 20145 selling−8.9%−12.8%−42.4%
October 31, 20137 selling−12.6%−17.9%−32.5%
April 30, 20134 selling+5.4%+10.3%−12.0%
October 31, 20124 selling−1.3%−4.2%+6.1%
April 30, 20122 buying+3.5%−0.6%−4.9%
December 30, 20113 selling+16.8%+9.7%+6.6%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

← Back to Enerpac Tool Group Corp · Funds · Politicians