Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Energy Recovery, Inc.ERII · Entity 5679 | Chief Legal Officer | July 27, 2026 | July 29, 2026 |
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 July 27, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 99,291 |
Ending reported balance
After 2026-07-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-27 · Tax withholding · Disposed 2,828 · Balance 101,339 F1: Payment of tax obligation by withholding securities incident to the vesting of securities in accordance with Rule 16b-3(e). Row 2 · 2026-07-28 · Sale · Disposed 2,048 · Balance 99,291 F2: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. |
| Common StockSEC Table I · non-derivative | IndirectSpouse | 5,568 |
Reported balance
Holding disclosure · report date 2026-07-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,568 |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of tax obligation by withholding securities incident to the vesting of securities in accordance with Rule 16b-3(e).
F2: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.
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 |
|---|---|---|---|---|---|---|
| July 28, 2026 Filed Jul 29, 2026 23:58 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 2,048 | $8.56 | $17,530.88 |
DisclosureSEC source: 0001421517-26-000073 · wk-form4_1785369524.xml · nonDerivative · entry 2 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,291 F2 · shares: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| July 27, 2026 Filed Jul 29, 2026 23:58 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 2,828 | $8.42 | $23,811.76 |
DisclosureSEC source: 0001421517-26-000073 · wk-form4_1785369524.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,339 F1 · shares: Payment of tax obligation by withholding securities incident to the vesting of securities in accordance with Rule 16b-3(e). Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:55 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 25,959 | $0.00 | $0.00 |
DisclosureSEC source: 0001677876-26-000006 · wk-form4_1771538147.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,167 F1 · shares: These employee restricted stock units were granted on the transaction date. 25% of the restricted stock units will vest on the first four anniversaries of the grant date. F2 · shares: Each restricted stock unit represents the right to receive, at settlement, one (1) share of the Company's common stock. Read SEC document |
| February 06, 2026 Filed Feb 9, 2026 22:57 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 646 | $15.14 | $9,780.44 |
DisclosureSEC source: 0001677876-26-000004 · wk-form4_1770677868.xml · nonDerivative · entry 2 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 78,208 F1 · shares: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 22:57 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 890 | $14.59 | $12,985.10 |
DisclosureSEC source: 0001677876-26-000004 · wk-form4_1770677868.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 78,854 F1 · shares: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 22:21 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 729 | $14.46 | $10,541.34 |
DisclosureSEC source: 0001677876-26-000002 · wk-form4_1770157309.xml · nonDerivative · entry 4 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 79,744 F1 · shares: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 22:21 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 8,622 | $14.30 | $123,294.60 |
DisclosureSEC source: 0001677876-26-000002 · wk-form4_1770157309.xml · nonDerivative · entry 3 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 80,473 F2 · shares: Payment of tax obligation by withholding securities incident to the vesting of securities in accordance with Rule 16b-3(e). Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 22:21 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 1,003 | $14.65 | $14,693.95 |
DisclosureSEC source: 0001677876-26-000002 · wk-form4_1770157309.xml · nonDerivative · entry 2 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 89,095 F2 · shares: Payment of tax obligation by withholding securities incident to the vesting of securities in accordance with Rule 16b-3(e). Read SEC document |
| January 28, 2026 Filed Feb 3, 2026 22:21 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 7,271 | $14.55 | $105,793.05 |
DisclosureSEC source: 0001677876-26-000002 · wk-form4_1770157309.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 90,098 F1 · shares: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| October 24, 2025 Filed Oct 27, 2025 21:28 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,530 | $7.50 Strike: $7.50 | $26,475.00 |
DisclosureSEC source: 0001677876-25-000011 · wk-form4_1761600530.xml · derivative · entry 10 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,120 Underlying: Common Stock · 3,530 shares Expires 2028-02-01 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. F2 · derivative.exercise_date: This employee stock option was granted on February 1, 2018. 25% of the shares fully vest on the 1st anniversary of the vesting start date; thereafter, the remaining 75%, vest 1/36th per month. Read SEC document |
| October 24, 2025 Filed Oct 27, 2025 21:28 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,638 | $10.19 Strike: $10.19 | $57,451.22 |
DisclosureSEC source: 0001677876-25-000011 · wk-form4_1761600530.xml · derivative · entry 9 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,229 Underlying: Common Stock · 5,638 shares Expires 2027-02-02 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: 25% of these options fully vest on the 1st anniversary of the vesting start date of 02/02/2017; thereafter, the remaining 75% vest 1/36th per month. Read SEC document |
| October 24, 2025 Filed Oct 27, 2025 21:28 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 3,530 | $18.00 | $63,540.00 |
DisclosureSEC source: 0001677876-25-000011 · wk-form4_1761600530.xml · nonDerivative · entry 6 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 97,369 F1 · shares: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| October 24, 2025 Filed Oct 27, 2025 21:28 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 3,530 | $7.50 | $26,475.00 |
DisclosureSEC source: 0001677876-25-000011 · wk-form4_1761600530.xml · nonDerivative · entry 5 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 100,899 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 |
| October 24, 2025 Filed Oct 27, 2025 21:28 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 5,638 | $18.00 | $101,484.00 |
DisclosureSEC source: 0001677876-25-000011 · wk-form4_1761600530.xml · nonDerivative · entry 4 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 97,369 F1 · shares: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| October 24, 2025 Filed Oct 27, 2025 21:28 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 5,638 | $10.19 | $57,451.22 |
DisclosureSEC source: 0001677876-25-000011 · wk-form4_1761600530.xml · nonDerivative · entry 3 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 103,007 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 |
| October 23, 2025 Filed Oct 27, 2025 21:28 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,530 | $7.50 Strike: $7.50 | $26,475.00 |
DisclosureSEC source: 0001677876-25-000011 · wk-form4_1761600530.xml · derivative · entry 8 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,650 Underlying: Common Stock · 3,530 shares Expires 2028-02-01 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. F2 · derivative.exercise_date: This employee stock option was granted on February 1, 2018. 25% of the shares fully vest on the 1st anniversary of the vesting start date; thereafter, the remaining 75%, vest 1/36th per month. Read SEC document |
| October 23, 2025 Filed Oct 27, 2025 21:28 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 3,530 | $17.50 | $61,775.00 |
DisclosureSEC source: 0001677876-25-000011 · wk-form4_1761600530.xml · nonDerivative · entry 2 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 97,369 F1 · shares: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| October 23, 2025 Filed Oct 27, 2025 21:28 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 3,530 | $7.50 | $26,475.00 |
DisclosureSEC source: 0001677876-25-000011 · wk-form4_1761600530.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 100,899 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 |
| October 20, 2025 Filed Oct 22, 2025 22:09 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,530 | $7.50 Strike: $7.50 | $26,475.00 |
DisclosureSEC source: 0001677876-25-000009 · wk-form4_1761170964.xml · derivative · entry 4 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 21,180 Underlying: Common Stock · 3,530 shares Expires 2028-02-01 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. F2 · derivative.exercise_date: This employee stock option was granted on February 1, 2018. 25% of the shares fully vest on the 1st anniversary of the vesting start date; thereafter, the remaining 75%, vest 1/36th per month. Read SEC document |
| October 20, 2025 Filed Oct 22, 2025 22:09 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 3,530 | $17.00 | $60,010.00 |
DisclosureSEC source: 0001677876-25-000009 · wk-form4_1761170964.xml · nonDerivative · entry 2 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 97,369 F1 · shares: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| October 20, 2025 Filed Oct 22, 2025 22:09 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 3,530 | $7.50 | $26,475.00 |
DisclosureSEC source: 0001677876-25-000009 · wk-form4_1761170964.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 100,899 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 |
| October 16, 2025 Filed Oct 17, 2025 20:40 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,530 | $7.50 Strike: $7.50 | $26,475.00 |
DisclosureSEC source: 0001677876-25-000007 · wk-form4_1760733642.xml · derivative · entry 4 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,710 Underlying: Common Stock · 3,530 shares Expires 2028-02-01 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. F2 · derivative.exercise_date: This employee stock option was granted on February 1, 2018. 25% of the shares fully vest on the 1st anniversary of the vesting start date; thereafter, the remaining 75%, vest 1/36th per month. Read SEC document |
| October 16, 2025 Filed Oct 17, 2025 20:40 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 3,530 | $16.50 | $58,245.00 |
DisclosureSEC source: 0001677876-25-000007 · wk-form4_1760733642.xml · nonDerivative · entry 2 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 97,369 F1 · shares: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| October 16, 2025 Filed Oct 17, 2025 20:40 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 3,530 | $7.50 | $26,475.00 |
DisclosureSEC source: 0001677876-25-000007 · wk-form4_1760733642.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 100,899 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 |
| October 03, 2025 Filed Oct 7, 2025 21:11 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,529 | $7.50 Strike: $7.50 | $18,967.50 |
DisclosureSEC source: 0001677876-25-000005 · wk-form4_1759871464.xml · derivative · entry 7 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 28,240 Underlying: Common Stock · 2,529 shares Expires 2028-02-01 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. F2 · derivative.exercise_date: This employee stock option was granted on February 1, 2018. 25% of the shares fully vest on the 1st anniversary of the vesting start date; thereafter, the remaining 75%, vest 1/36th per month. Read SEC document |
| October 03, 2025 Filed Oct 7, 2025 21:11 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,038 | $7.50 Strike: $7.50 | $7,785.00 |
DisclosureSEC source: 0001677876-25-000005 · wk-form4_1759871464.xml · derivative · entry 6 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,769 Underlying: Common Stock · 1,038 shares Expires 2028-02-01 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. F2 · derivative.exercise_date: This employee stock option was granted on February 1, 2018. 25% of the shares fully vest on the 1st anniversary of the vesting start date; thereafter, the remaining 75%, vest 1/36th per month. Read SEC document |
| October 03, 2025 Filed Oct 7, 2025 21:11 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 2,529 | $16.00 | $40,464.00 |
DisclosureSEC source: 0001677876-25-000005 · wk-form4_1759871464.xml · nonDerivative · entry 4 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 97,369 F1 · shares: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| October 03, 2025 Filed Oct 7, 2025 21:11 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 2,529 | $7.50 | $18,967.50 |
DisclosureSEC source: 0001677876-25-000005 · wk-form4_1759871464.xml · nonDerivative · entry 3 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 99,898 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 |
| October 03, 2025 Filed Oct 7, 2025 21:11 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 1,038 | $16.00 | $16,608.00 |
DisclosureSEC source: 0001677876-25-000005 · wk-form4_1759871464.xml · nonDerivative · entry 2 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 97,369 F1 · shares: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| October 03, 2025 Filed Oct 7, 2025 21:11 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 1,038 | $7.50 | $7,785.00 |
DisclosureSEC source: 0001677876-25-000005 · wk-form4_1759871464.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 98,407 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 |
| September 18, 2025 Filed Sep 22, 2025 23:18 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,454 | $8.95 Strike: $8.95 | $138,313.30 |
DisclosureSEC source: 0001677876-25-000003 · wk-form4_1758583100.xml · derivative · entry 4 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,454 shares Expires 2026-06-19 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: 25% of the shares became vested and exercisable on the 1st anniversary of the vesting start date of 06/20/2016; Thereafter, the remaining 75%, will vest and become exercisable 1/36th per month. The options become fully vested and exercisable on 06/20/2020. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 23:18 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 15,454 | $15.09 | $233,139.04 |
DisclosureSEC source: 0001677876-25-000003 · wk-form4_1758583100.xml · nonDerivative · entry 2 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 97,369 F1 · shares: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: This amount represents the weighted average sales price of multiple trades ranging from $15 to $15.21 per share. The reporting person undertakes to provide the SEC Staff, Energy Recovery, Inc. or a shareholder of Energy Recovery, Inc. full information about the number of shares sold at each separate price upon request. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 23:18 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 15,454 | $8.95 | $138,313.30 |
DisclosureSEC source: 0001677876-25-000003 · wk-form4_1758583100.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 112,823 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 |
| September 11, 2025 Filed Sep 15, 2025 21:00 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 30,877 | $8.95 Strike: $8.95 | $276,349.15 |
DisclosureSEC source: 0001421517-25-000122 · wk-form4_1757970044.xml · derivative · entry 3 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,454 Underlying: Common Stock · 30,877 shares Expires 2026-06-19 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: 25% of the shares became vested and exercisable on the 1st anniversary of the vesting start date of 06/20/2016; Thereafter, the remaining 75%, will vest and become exercisable 1/36th per month. The options become fully vested and exercisable on 06/20/2020. Read SEC document |
| September 11, 2025 Filed Sep 15, 2025 21:00 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 33,554 | $14.51 | $486,868.54 |
DisclosureSEC source: 0001421517-25-000122 · wk-form4_1757970044.xml · nonDerivative · entry 2 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 97,369 F1 · price: This amount represents the weighted average sales price of multiple trades ranging from $14.40 to $14.65 per share. The reporting person undertakes to provide the SEC Staff, Energy Recovery, Inc. or a shareholder of Energy Recovery, Inc. full information about the number of shares sold at each separate price upon request. F2 · balance_after: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| September 11, 2025 Filed Sep 15, 2025 21:00 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 30,877 | $8.95 | $276,349.15 |
DisclosureSEC source: 0001421517-25-000122 · wk-form4_1757970044.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 130,923 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 |
| July 25, 2025 Filed Jul 29, 2025 20:21 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 1,989 | $13.88 | $27,607.32 |
DisclosureSEC source: 0001421517-25-000106 · wk-form4_1753820454.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,046 F1 · shares: Payment of tax obligation by withholding securities incident to the vesting of securities in accordance with Rule 16b-3(e). Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:59 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 944 | $16.37 | $15,453.28 |
DisclosureSEC source: 0001421517-25-000052 · wk-form4_1741813182.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,035 F1 · shares: Payment of tax obligation by withholding securities incident to the vesting of securities in accordance with Rule 16b-3(e). Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 23:40 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 882 | $14.34 | $12,647.88 |
DisclosureSEC source: 0001421517-25-000026 · wk-form4_1738798846.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,979 F1 · shares: Payment of tax obligation by withholding securities incident to the vesting of securities in accordance with Rule 16b-3(e). Read SEC document |
| January 31, 2025 Filed Feb 3, 2025 23:22 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 627 | $14.56 | $9,129.12 |
DisclosureSEC source: 0001421517-25-000022 · wk-form4_1738624936.xml · nonDerivative · entry 2 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,861 F1 · shares: Payment of tax obligation by withholding securities incident to the vesting of securities in accordance with Rule 16b-3(e). Read SEC document |
| January 30, 2025 Filed Feb 3, 2025 23:22 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 698 | $14.33 | $10,002.34 |
DisclosureSEC source: 0001421517-25-000022 · wk-form4_1738624936.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,488 F1 · shares: Payment of tax obligation by withholding securities incident to the vesting of securities in accordance with Rule 16b-3(e). Read SEC document |
| January 27, 2025 Filed Jan 29, 2025 22:43 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 4,061 | $14.40 | $58,478.40 |
DisclosureSEC source: 0001421517-25-000014 · wk-form4_1738190618.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,186 F1 · shares: Payment of tax obligation by withholding securities incident to the vesting of securities in accordance with Rule 16b-3(e). Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 23:06 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 23,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001421517-25-000008 · wk-form4_1738019172.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,247 F1 · shares: These employee restricted stock units were granted on the transaction date. 25% of the restricted stock units will vest on the first four anniversaries of the grant date. F2 · shares: Each restricted stock unit represents the right to receive, at settlement, one (1) share of the Company's common stock. Read SEC document |
| July 29, 2024 Filed Jul 30, 2024 20:08 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 2,012 | $14.63 | $29,433.55 |
DisclosureSEC source: 0001421517-24-000155 · wk-form4_1722370087.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,291 F1 · shares: Payment of tax obligation by selling securities incident to the vesting of securities in accordance with Rule 16b-3(e). F2 · price: Represents the weighted average stock price of the shares sold to cover tax obligation for restricted stock unit award vesting. The weighted average sales price includes multiple trades ranging from $14.35 to $15.21 per share. The reporting person undertakes to provide the SEC Staff, Energy Recovery, Inc. or a shareholder of Energy Recovery, Inc. full information about the number of shares sold at each separate price upon request. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 21:24 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 978 | $14.98 | $14,652.40 |
DisclosureSEC source: 0001421517-24-000067 · wk-form4_1710365064.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,303 F1 · shares: Payment of tax obligation by selling securities incident to the vesting of securities in accordance with Rule 16b-3(e). F2 · price: This figure is the weighted average sales price of multiple trades ranging from $14.88 to $15.08 per share. The reporting person undertakes to provide the SEC Staff, Energy Recovery, Inc. or a shareholder of Energy Recovery, Inc. full information about the number of shares sold at each separate price upon request. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 22:06 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 1,013 | $14.89 | $15,083.57 |
DisclosureSEC source: 0001421517-24-000039 · wk-form4_1707343594.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,281 F1 · shares: Payment of tax obligation by selling securities incident to the vesting of securities in accordance with Rule 16b-3(e). F2 · price: This figure is the weighted average sales price of multiple trades ranging from $14.79 to $15.10 per share. The reporting person undertakes to provide the SEC Staff, Energy Recovery, Inc. or a shareholder of Energy Recovery, Inc. full information about the number of shares sold at each separate price upon request. Read SEC document |
| February 02, 2024 Filed Feb 5, 2024 22:59 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 1,400 | $15.30 | $21,420.00 |
DisclosureSEC source: 0001421517-24-000033 · wk-form4_1707173942.xml · nonDerivative · entry 2 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,294 F1 · shares: Payment of tax obligation by selling securities incident to the vesting of securities in accordance with Rule 16b-3(e). F3 · price: This figure is the weighted average sales price of multiple trades ranging from $15.07 to $15.525 per share. The reporting person undertakes to provide the SEC Staff, Energy Recovery, Inc. or a shareholder of Energy Recovery, Inc. full information about the number of shares sold at each separate price upon request. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 22:59 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 733 | $15.64 | $11,464.12 |
DisclosureSEC source: 0001421517-24-000033 · wk-form4_1707173942.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,694 F1 · shares: Payment of tax obligation by selling securities incident to the vesting of securities in accordance with Rule 16b-3(e). F2 · price: This figure is the weighted average sales price of multiple trades ranging from $15.45 to $15.83 per share. The reporting person undertakes to provide the SEC Staff, Energy Recovery, Inc. or a shareholder of Energy Recovery, Inc. full information about the number of shares sold at each separate price upon request. Read SEC document |
| January 30, 2024 Filed Feb 1, 2024 21:11 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 823 | $15.91 | $13,097.22 |
DisclosureSEC source: 0001421517-24-000023 · wk-form4_1706821897.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,427 F1 · shares: Payment of tax obligation by selling securities incident to the vesting of securities in accordance with Rule 16b-3(e). F2 · price: This figure is the weighted average sales price of multiple trades ranging from $15.81 to $16.07 per share. The reporting person undertakes to provide the SEC Staff, Energy Recovery, Inc. or a shareholder of Energy Recovery, Inc. full information about the number of shares sold at each separate price upon request. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 22:50 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 39,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001421517-24-000009 · wk-form4_1706568602.xml · nonDerivative · entry 1 Yeung William · CIK 0001677876 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,250 F1 · shares: These employee restricted stock units were granted on the transaction date. 25% of the restricted stock units will vest on the first four anniversaries of the grant date. F2 · shares: Each restricted stock unit represents the right to receive, at settlement, one (1) share of the Company's common stock. 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.