Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ameresco, Inc.AMRC · Entity 4847 | Executive Vice President | March 22, 2019 | March 26, 2019 |
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 22, 2019 · Filed March 26, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $4.64 · Expires 2026-05-09 | Direct | 46,580 |
Reported balance
After 2019-03-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-03-22 · Grant · Acquired 46,580 · Balance 46,580 F1: On May 10, 2016, the reporting person was granted an option to purchase 50,000 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, 2016 to December 31, 2018. Based on the level of achievement of these goals, as determined by Ameresco, Inc.'s Compensation Committee, this option vested as to 46,580 shares. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 10, 2016, the reporting person was granted an option to purchase 50,000 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, 2016 to December 31, 2018. Based on the level of achievement of these goals, as determined by Ameresco, Inc.'s Compensation Committee, this option vested as to 46,580 shares.
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 22, 2019 Filed Mar 26, 2019 16:37 UTC | Ameresco, Inc. AMRC · Entity 4847 | GrantStock Option (right to purchase) · Derivative | 46,580 | $0.00 Strike: $4.64 | $0.00 |
DisclosureSEC source: 0001488139-19-000031 · wf-form4_155363264925288.xml · derivative · entry 1 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,580 Underlying: Class A Common Stock · 46,580 shares Expires 2026-05-09 F1 · balance_after: On May 10, 2016, the reporting person was granted an option to purchase 50,000 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, 2016 to December 31, 2018. Based on the level of achievement of these goals, as determined by Ameresco, Inc.'s Compensation Committee, this option vested as to 46,580 shares. Read SEC document |
| March 20, 2018 Filed Mar 21, 2018 16:58 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 12,500 | $12.00 | $150,000.00 |
DisclosureSEC source: 0001488139-18-000020 · wf-form4_152166589280103.xml · nonDerivative · entry 1 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2017. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 16:50 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 11,760 | $11.60 | $136,416.00 |
DisclosureSEC source: 0001488139-18-000019 · wf-form4_152149259133223.xml · nonDerivative · entry 1 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2017. Read SEC document |
| March 14, 2018 Filed Mar 15, 2018 16:31 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 15,740 | $11.22 | $176,602.80 |
DisclosureSEC source: 0001488139-18-000018 · wf-form4_152114588385855.xml · nonDerivative · entry 2 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,260 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $10.80 to $10.85, 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 purchased at each separate price within the range set forth in this footnote (3) to this Form 4. Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 16:31 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 2,815 | $10.80 | $30,402.00 |
DisclosureSEC source: 0001488139-18-000018 · wf-form4_152114588385855.xml · nonDerivative · entry 1 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2017. Read SEC document |
| March 12, 2018 Filed Mar 13, 2018 07:53 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 11,930 | $10.81 | $128,963.30 |
DisclosureSEC source: 0001488139-18-000017 · wf-form4_152094199150666.xml · nonDerivative · entry 2 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,815 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2017. F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $10.80 to $10.85, 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 purchased at each separate price within the range set forth in this footnote (3) to this Form 4. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 07:53 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 15,255 | $10.41 | $158,804.55 |
DisclosureSEC source: 0001488139-18-000017 · wf-form4_152094199150666.xml · nonDerivative · entry 1 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,745 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $10.40 to $10.80, 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 purchased at each separate price within the range set forth in this footnote (2) to this Form 4. Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 16:08 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 13,475 | $10.00 | $134,750.00 |
DisclosureSEC source: 0001488139-18-000016 · wf-form4_152062969775696.xml · nonDerivative · entry 2 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2017. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 16:08 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 100 | $10.00 | $1,000.00 |
DisclosureSEC source: 0001488139-18-000016 · wf-form4_152062969775696.xml · nonDerivative · entry 1 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,475 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2017. Read SEC document |
| March 06, 2018 Filed Mar 7, 2018 16:04 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 31,425 | $9.71 | $305,136.75 |
DisclosureSEC source: 0001488139-18-000013 · wf-form4_152045662014365.xml · nonDerivative · entry 1 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,575 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.60 to $10.00, 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 range set forth in this footnote (2) to this Form 4. Read SEC document |
| January 24, 2018 Filed Jan 25, 2018 17:10 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 12,500 | $9.40 | $117,500.00 |
DisclosureSEC source: 0001488139-18-000003 · wf-form4_151691821566000.xml · nonDerivative · entry 1 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2017. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 18:15 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 12,500 | $9.20 | $115,000.00 |
DisclosureSEC source: 0001488139-18-000002 · wf-form4_151631732834676.xml · nonDerivative · entry 1 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,500 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2017. Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 16:52 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 10,000 | $9.00 | $90,000.00 |
DisclosureSEC source: 0001488139-18-000001 · wf-form4_151518914183061.xml · nonDerivative · entry 1 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2017. Read SEC document |
| December 06, 2017 Filed Dec 11, 2017 15:38 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 4,688 | $8.80 | $41,254.40 |
DisclosureSEC source: 0001488139-17-000068 · wf-form4_151302471097255.xml · nonDerivative · entry 2 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2017. Read SEC document |
| December 04, 2017 Filed Dec 11, 2017 15:38 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 4,783 | $8.80 | $42,090.40 |
DisclosureSEC source: 0001488139-17-000068 · wf-form4_151302471097255.xml · nonDerivative · entry 1 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,688 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2017. Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 16:39 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 200 | $8.80 | $1,760.00 |
DisclosureSEC source: 0001488139-17-000066 · wf-form4_151216437313716.xml · nonDerivative · entry 1 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,471 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2017. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 17:06 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 30,329 | $8.40 | $254,763.60 |
DisclosureSEC source: 0001488139-17-000065 · wf-form4_151017879312154.xml · nonDerivative · entry 1 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,671 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $8.20 to $8.80, 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 purchased at each separate price within the range set forth in this footnote (2) to this Form 4. Read SEC document |
| October 27, 2017 Filed Oct 30, 2017 17:33 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 6,625 | $8.00 | $53,000.00 |
DisclosureSEC source: 0001488139-17-000059 · wf-form4_150939921097267.xml · nonDerivative · entry 2 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,000 Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 17:33 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 382 | $8.00 | $3,056.00 |
DisclosureSEC source: 0001488139-17-000059 · wf-form4_150939921097267.xml · nonDerivative · entry 1 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,625 F1 · kind: The sales of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2017. Read SEC document |
| October 05, 2017 Filed Oct 10, 2017 17:10 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 798 | $8.00 | $6,384.00 |
DisclosureSEC source: 0001488139-17-000056 · wf-form4_150766979796515.xml · nonDerivative · entry 1 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,007 F1 · kind: The shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2017. Read SEC document |
| October 03, 2017 Filed Oct 5, 2017 16:33 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 2,195 | $8.00 | $17,560.00 |
DisclosureSEC source: 0001488139-17-000055 · wf-form4_150723559289279.xml · nonDerivative · entry 1 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,805 F1 · kind: The shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2017. Read SEC document |
| September 22, 2017 Filed Sep 25, 2017 17:43 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 4,220 | $7.80 | $32,916.00 |
DisclosureSEC source: 0001488139-17-000054 · wf-form4_150637578360004.xml · nonDerivative · entry 1 DeManche Joseph P · CIK 0001496417 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 F1 · kind: The shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2017. 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.