Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ameresco, Inc.AMRC · Entity 4847 | Senior Vice President | September 17, 2023 | September 20, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Ameresco, Inc.
Report date September 17, 2023 · Filed September 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 34,107 |
Reported balance
After 2023-09-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-09-17 · Exercise / conversion · Acquired 295 · Balance 34,107 F1: Includes 812 shares of Class A Common Stock purchased under the Company ESPP during the period May 31, 2018 to May 31, 2023. |
| Class A Common StockSEC Table I · non-derivative | Direct | 33,979 |
Reported balance
After 2023-09-19 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-09-19 · Sale · Disposed 128 · Balance 33,979 F2: The shares were sold pursuant to an automatic sell-to-cover instruction dated March 7, 2023 required to be signed solely to cover applicable withholding taxes in connection with the vesting of RSUs. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 885 |
Reported balance
After 2023-09-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-09-17 · Exercise / conversion · Disposed 295 · Balance 885 F3: Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock"). F4: The RSUs, representing a contingent right to receive a total of 1,180 shares of Common Stock, were granted to the Reporting Person on March 17, 2023 and vests in 25% increments each six months anniversary from the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 812 shares of Class A Common Stock purchased under the Company ESPP during the period May 31, 2018 to May 31, 2023.
F2: The shares were sold pursuant to an automatic sell-to-cover instruction dated March 7, 2023 required to be signed solely to cover applicable withholding taxes in connection with the vesting of RSUs.
F3: Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock").
F4: The RSUs, representing a contingent right to receive a total of 1,180 shares of Common Stock, were granted to the Reporting Person on March 17, 2023 and vests in 25% increments each six months anniversary from the grant date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 19, 2023 Filed Sep 20, 2023 00:17 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 128 | $43.51 | $5,569.28 |
DisclosureSEC source: 0001488139-23-000155 · wk-form4_1695169030.xml · nonDerivative · entry 2 MacIntosh Britta · CIK 0001842602 · Senior Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,979 F2 · kind: The shares were sold pursuant to an automatic sell-to-cover instruction dated March 7, 2023 required to be signed solely to cover applicable withholding taxes in connection with the vesting of RSUs. Read SEC document |
| September 17, 2023 Filed Sep 20, 2023 00:17 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionRestricted Stock Unit · Derivative | 295 | $0.00 | $0.00 |
DisclosureSEC source: 0001488139-23-000155 · wk-form4_1695169030.xml · derivative · entry 3 MacIntosh Britta · CIK 0001842602 · Senior Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 885 Underlying: Class A Common Stock · 295 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock"). F4 · derivative.exercise_date: The RSUs, representing a contingent right to receive a total of 1,180 shares of Common Stock, were granted to the Reporting Person on March 17, 2023 and vests in 25% increments each six months anniversary from the grant date. F4 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 1,180 shares of Common Stock, were granted to the Reporting Person on March 17, 2023 and vests in 25% increments each six months anniversary from the grant date. Read SEC document |
| September 17, 2023 Filed Sep 20, 2023 00:17 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 295 | $0.00 | $0.00 |
DisclosureSEC source: 0001488139-23-000155 · wk-form4_1695169030.xml · nonDerivative · entry 1 MacIntosh Britta · CIK 0001842602 · Senior Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 34,107 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 812 shares of Class A Common Stock purchased under the Company ESPP during the period May 31, 2018 to May 31, 2023. Read SEC document |
| March 17, 2023 Filed Mar 20, 2023 21:50 UTC | Ameresco, Inc. AMRC · Entity 4847 | GrantRestricted Stock Unit · Derivative | 1,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001488139-23-000030 · wf-form4_167934902856866.xml · derivative · entry 1 MacIntosh Britta · CIK 0001842602 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,180 Underlying: Class A Common Stock · 1,180 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock"). F2 · derivative.exercise_date: The RSUs, representing a contingent right to receive a total of 1,180 shares of Common Stock, were granted to the Reporting Person on March 17, 2023 and vests in 25% increments each six months anniversary from the grant date. F2 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 1,180 shares of Common Stock, were granted to the Reporting Person on March 17, 2023 and vests in 25% increments each six months anniversary from the grant date. Read SEC document |
| December 20, 2022 Filed Dec 23, 2022 21:21 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionStock Option (right to purchase) · Derivative | 8,000 | $0.00 Strike: $29.52 | $0.00 |
DisclosureSEC source: 0001488139-22-000122 · wf-form4_167183048157736.xml · derivative · entry 2 MacIntosh Britta · CIK 0001842602 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Class A Common Stock · 8,000 shares Expires 2030-08-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Of the shares subject to the option, 20% vest on August 6, 2021, and the remainder vest in four equal installments on each of the subsequent four anniversaries of such date. Read SEC document |
| December 20, 2022 Filed Dec 23, 2022 21:21 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 8,000 | $29.52 | $236,160.00 |
DisclosureSEC source: 0001488139-22-000122 · wf-form4_167183048157736.xml · nonDerivative · entry 1 MacIntosh Britta · CIK 0001842602 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 22:48 UTC | Ameresco, Inc. AMRC · Entity 4847 | GrantStock Option (right to puchase) · Derivative | 25,000 | $0.00 Strike: $63.19 | $0.00 |
DisclosureSEC source: 0001488139-22-000041 · wf-form4_164677966380833.xml · derivative · entry 1 MacIntosh Britta · CIK 0001842602 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Class A Common Stock · 25,000 shares Expires 2032-03-03 F1 · derivative.exercise_date: Of the shares subject to the option, 20% vest on March 4, 2023, and the remainder vest in four equal installments on each of the subsequent four anniversaries of such date. Read SEC document |
| August 06, 2021 Filed Aug 6, 2021 20:23 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionStock Option (right to purchase) · Derivative | 25,000 | $0.00 Strike: $6.60 | $0.00 |
DisclosureSEC source: 0001488139-21-000107 · wf-form4_162828141860681.xml · derivative · entry 3 MacIntosh Britta · CIK 0001842602 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 25,000 shares Expires 2027-04-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Of the shares subject to the option, 20% were vested on the date of grant, and the remainder vested in four equal installments on each of the subsequent four anniversaries of February 8, 2017. Read SEC document |
| August 06, 2021 Filed Aug 6, 2021 20:23 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 25,000 | $6.60 | $165,000.00 |
DisclosureSEC source: 0001488139-21-000107 · wf-form4_162828141860681.xml · nonDerivative · entry 1 MacIntosh Britta · CIK 0001842602 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 05, 2021 Filed Aug 6, 2021 20:23 UTC | Ameresco, Inc. AMRC · Entity 4847 | GrantClass A Common Stock · Derivative | 20,000 | $0.00 Strike: $65.24 | $0.00 |
DisclosureSEC source: 0001488139-21-000107 · wf-form4_162828141860681.xml · derivative · entry 2 MacIntosh Britta · CIK 0001842602 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 20,000 shares Expires 2031-08-04 F1 · derivative.exercise_date: Of the shares subject to the option, 20% vest on August 5, 2022, and the remainder vest in four equal installments on each of the subsequent four anniversaries of such date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.