Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ameresco, Inc.AMRC · Entity 4847 | Executive Vice President | March 04, 2022 | March 08, 2022 |
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 March 04, 2022 · Filed March 08, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to puchase)SEC Table II · derivative / convertible security · Conversion / exercise price $63.19 · Expires 2032-03-03 | Direct | 20,000 |
Reported balance
After 2022-03-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-03-04 · Grant · Acquired 20,000 · Balance 20,000 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| March 04, 2022 Filed Mar 8, 2022 22:47 UTC | Ameresco, Inc. AMRC · Entity 4847 | GrantStock Option (right to puchase) · Derivative | 20,000 | $0.00 Strike: $63.19 | $0.00 |
DisclosureSEC source: 0001488139-22-000039 · wf-form4_164677962088139.xml · derivative · entry 1 Georgeoff Robert · CIK 0001843683 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 20,000 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 |
| November 16, 2021 Filed Nov 18, 2021 21:39 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionStock Option (right to purchase) · Derivative | 8,000 | $4.64 Strike: $4.64 | $37,120.00 |
DisclosureSEC source: 0001488139-21-000150 · wf-form4_163727152768510.xml · derivative · entry 3 Georgeoff Robert · CIK 0001843683 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,139 Underlying: Class A Common Stock · 8,000 shares Expires 2026-05-10 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 |
| November 16, 2021 Filed Nov 18, 2021 21:39 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 8,000 | $93.89 | $751,152.00 |
DisclosureSEC source: 0001488139-21-000150 · wf-form4_163727152768510.xml · nonDerivative · entry 2 Georgeoff Robert · CIK 0001843683 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93.57 to $94.35, inclusive. The reporting person undertakes to provide to Ameresco, Inc., any security holder of Ameresco, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 21:39 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 8,000 | $4.64 | $37,120.00 |
DisclosureSEC source: 0001488139-21-000150 · wf-form4_163727152768510.xml · nonDerivative · entry 1 Georgeoff Robert · CIK 0001843683 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 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 05, 2021 Filed Mar 8, 2021 21:57 UTC | Ameresco, Inc. AMRC · Entity 4847 | GrantStock Option (right to purchase) · Derivative | 15,000 | $0.00 Strike: $43.00 | $0.00 |
DisclosureSEC source: 0001488139-21-000040 · wf-form4_161524065996185.xml · derivative · entry 6 Georgeoff Robert · CIK 0001843683 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2031-03-04 F1 · derivative.exercise_date: Of the shares subject to the option, 20% vest on March 5, 2022, and the remainder vest in four equal installments on each of the subsequent four anniversaries of such date. Read SEC document |
| March 04, 2021 Filed Mar 8, 2021 21:57 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionStock Option (right to purchase) · Derivative | 11,998 | $0.00 Strike: $4.64 | $0.00 |
DisclosureSEC source: 0001488139-21-000040 · wf-form4_161524065996185.xml · derivative · entry 5 Georgeoff Robert · CIK 0001843683 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,139 Underlying: Class A Common Stock · 11,998 shares Expires 2026-05-10 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, 2021 Filed Mar 8, 2021 21:57 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionStock Option (right to purchase) · Derivative | 5,002 | $0.00 Strike: $10.95 | $0.00 |
DisclosureSEC source: 0001488139-21-000040 · wf-form4_161524065996185.xml · derivative · entry 4 Georgeoff Robert · CIK 0001843683 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,002 shares Expires 2021-09-15 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, 2021 Filed Mar 8, 2021 21:57 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 17,000 | $44.00 | $748,000.00 |
DisclosureSEC source: 0001488139-21-000040 · wf-form4_161524065996185.xml · nonDerivative · entry 3 Georgeoff Robert · CIK 0001843683 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 04, 2021 Filed Mar 8, 2021 21:57 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 11,998 | $4.64 | $55,670.72 |
DisclosureSEC source: 0001488139-21-000040 · wf-form4_161524065996185.xml · nonDerivative · entry 2 Georgeoff Robert · CIK 0001843683 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,000 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, 2021 Filed Mar 8, 2021 21:57 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 5,002 | $10.95 | $54,771.90 |
DisclosureSEC source: 0001488139-21-000040 · wf-form4_161524065996185.xml · nonDerivative · entry 1 Georgeoff Robert · CIK 0001843683 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,002 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.