Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ameresco, Inc.AMRC · Entity 4847 | Director | 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 $13.37 · Expires 2029-08-06 | Direct | 30,000 |
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 30,000 · Balance 30,000 F1: On August 6, 2019, the reporting person was granted an option to purchase 30,000 shares of Class A common stock. The option vested based on continued service to Ameresco, Inc. and performance relative to goals established for the three-year performance period from January 1, 2019 to December 31, 2021. Based on the level of achievement of these goals, as determined by Ameresco, Inc.'s Board of Directors, this option fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 6, 2019, the reporting person was granted an option to purchase 30,000 shares of Class A common stock. The option vested based on continued service to Ameresco, Inc. and performance relative to goals established for the three-year performance period from January 1, 2019 to December 31, 2021. Based on the level of achievement of these goals, as determined by Ameresco, Inc.'s Board of Directors, this option fully vested.
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 |
|---|---|---|---|---|---|---|
| October 26, 2016 Filed Oct 28, 2016 17:32 UTC | Ameresco, Inc. AMRC · Entity 4847 | GrantStock Option (right to puchase) · Derivative | 40,000 | $0.00 Strike: $5.10 | $0.00 |
DisclosureSEC source: 0001488139-16-000125 · wf-form4_147769036146029.xml · derivative · entry 1 Murley Thomas S · CIK 0001688408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A Common Stock · 40,000 shares Expires 2026-10-25 F1 · derivative.exercise_date: Of the shares subject to the option, 20% vest on October 26, 2016, 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.