Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Energy Recovery, Inc.ERII · Entity 5679 | Director | June 10, 2021 | June 11, 2021 |
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.
Energy Recovery, Inc.
Report date June 10, 2021 · Filed June 11, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,812 |
Reported balance
After 2021-06-10 transaction · row 1
1 source rowRow 1 · 2021-06-10 · Grant · Acquired 4,812 · Balance 22,812 F1: Each restricted stock unit represents the right to receive, at settlement, one (1) share of common stock. F2: The restricted stock unit will fully vest on the 2022 Annual Meeting date, anticipated to be on or about June 9, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, at settlement, one (1) share of common stock.
F2: The restricted stock unit will fully vest on the 2022 Annual Meeting date, anticipated to be on or about June 9, 2022.
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 |
|---|---|---|---|---|---|---|
| June 10, 2021 Filed Jun 11, 2021 00:15 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 4,812 | $20.78 | $99,993.36 |
DisclosureSEC source: 0001421517-21-000086 · wf-form4_162337052551171.xml · nonDerivative · entry 1 FJELL OLAV · CIK 0001646431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,812 F1 · shares: Each restricted stock unit represents the right to receive, at settlement, one (1) share of common stock. F2 · shares: The restricted stock unit will fully vest on the 2022 Annual Meeting date, anticipated to be on or about June 9, 2022. Read SEC document |
| July 16, 2020 Filed Jul 21, 2020 00:33 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantStock Option (Right to Buy) · Derivative | 18,669 | $0.00 Strike: $7.64 | $0.00 |
DisclosureSEC source: 0001437749-20-015447 · rdgdoc.xml · derivative · entry 1 FJELL OLAV · CIK 0001646431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,669 Underlying: Common Stock · 18,669 shares Expires 2030-07-16 F1 · derivative.exercise_date: The shares will fully vest and become exercisable on the 2021 Annual Meeting date, anticipated to be on or about June 10, 2021. Read SEC document |
| June 13, 2019 Filed Jul 10, 2019 20:00 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantStock Option (Right to Buy) · Derivative | 13,413 | $0.00 Strike: $9.98 | $0.00 |
DisclosureSEC source: 0001437749-19-013746 · rdgdoc.xml · derivative · entry 1 FJELL OLAV · CIK 0001646431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,413 Underlying: Common Stock · 13,413 shares Expires 2029-06-13 F1 · derivative.exercise_date: The shares will fully vest and become exercisable on the 2020 Annual Meeting date, anticipated to be on or about June 11, 2020. Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 21:58 UTC Amendment | Energy Recovery, Inc. ERII · Entity 5679 | GrantStock Option (Right to Buy) · Derivative | 15,879 | $0.00 Strike: $8.49 | $0.00 |
DisclosureSEC source: 0001421517-18-000119 · wf-form4a_152935908473024.xml · derivative · entry 2 FJELL OLAV · CIK 0001646431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,324 Underlying: Common Stock · 15,879 shares Expires 2028-06-14 F1 · derivative.exercise_date: The Shares will fully vest and become exercisable on the 2019 Annual Meeting date, anticipated to be on or about June 13, 2019. Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 21:35 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantStock Option (Right to Buy) · Derivative | 15,789 | $0.00 Strike: $8.49 | $0.00 |
DisclosureSEC source: 0001421517-18-000113 · wf-form4_152935771444565.xml · derivative · entry 2 FJELL OLAV · CIK 0001646431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,324 Underlying: Common Stock · 15,789 shares Expires 2028-06-14 F1 · derivative.exercise_date: The Shares will fully vest and become exercisable on the 2019 Annual Meeting date, anticipated to be on or about June 13, 2019. Read SEC document |
| September 14, 2017 Filed Sep 15, 2017 20:52 UTC | Energy Recovery, Inc. ERII · Entity 5679 | PurchaseCommon Stock | 18,000 | $7.08 | $127,420.20 |
DisclosureSEC source: 0001437749-17-015989 · rdgdoc.xml · nonDerivative · entry 1 FJELL OLAV · CIK 0001646431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 F1 · price: This figure of $7.0789 is the average purchase price of trades per share. The reporting person undertakes to provide to the SEC staff, ERI, or a shareholder of ERI, full information about the number of shares purchased at each separate price, upon request. Read SEC document |
| June 22, 2017 Filed Jun 29, 2017 21:47 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantStock Option (Right to Buy) · Derivative | 16,726 | $0.00 Strike: $7.71 | $0.00 |
DisclosureSEC source: 0001437749-17-012039 · rdgdoc.xml · derivative · entry 1 FJELL OLAV · CIK 0001646431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,445 Underlying: Common Stock · 16,726 shares Expires 2027-06-22 F1 · derivative.exercise_date: The Shares will fully vest and become exercisable on the 2018 Annual Meeting date, anticipated to be on or about June 15, 2018. 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.