Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ameresco, Inc.AMRC · Entity 4847 | SVP - HR and Operations | 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 | 15,000 |
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 15,000 · Balance 15,000 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 22:51 UTC | Ameresco, Inc. AMRC · Entity 4847 | GrantStock Option (right to puchase) · Derivative | 15,000 | $0.00 Strike: $63.19 | $0.00 |
DisclosureSEC source: 0001488139-22-000048 · wf-form4_164677986052080.xml · derivative · entry 1 Todd Lauren · CIK 0001857764 · SVP - HR and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 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 24, 2021 Filed Aug 26, 2021 20:55 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionStock Option (right to purchase) · Derivative | 3,000 | $0.00 Strike: $10.05 | $0.00 |
DisclosureSEC source: 0001488139-21-000113 · wf-form4_163001129493989.xml · derivative · entry 4 Todd Lauren · CIK 0001857764 · SVP - HR and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Class A Common Stock · 3,000 shares Expires 2028-03-07 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_date: Of the shares subject to the option, 3,000 shares vested on March 8, 2021, and the remainder vest in two equal installments on each of the subsequent four anniversaries of such date. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 20:55 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 2,346 | $67.28 | $157,838.88 |
DisclosureSEC source: 0001488139-21-000113 · wf-form4_163001129493989.xml · nonDerivative · entry 3 Todd Lauren · CIK 0001857764 · SVP - HR and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.60 to $67.58, inclusive. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 20:55 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 654 | $67.81 | $44,347.74 |
DisclosureSEC source: 0001488139-21-000113 · wf-form4_163001129493989.xml · nonDerivative · entry 2 Todd Lauren · CIK 0001857764 · SVP - HR and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,346 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.60 to $68.00, 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 ranges set forth in footnotes (1) and (2) to this Form 4. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 20:55 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 3,000 | $10.05 | $30,150.00 |
DisclosureSEC source: 0001488139-21-000113 · wf-form4_163001129493989.xml · nonDerivative · entry 1 Todd Lauren · CIK 0001857764 · SVP - HR and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 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 |
| May 07, 2021 Filed May 11, 2021 20:19 UTC | Ameresco, Inc. AMRC · Entity 4847 | GrantStock Option (right to purchase) · Derivative | 15,000 | $0.00 Strike: $53.00 | $0.00 |
DisclosureSEC source: 0001488139-21-000062 · wf-form4_162076434690882.xml · derivative · entry 1 Todd Lauren · CIK 0001857764 · SVP - HR and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2031-05-06 F1 · derivative.exercise_date: Of the shares subject to the option, 20% vest on May 7, 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.