Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Energy Recovery, Inc.ERII · Entity 5679 | SVP, Water | 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 | 108,301 |
Ending reported balance
After 2026-07-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-27 · Tax withholding · Disposed 2,320 · Balance 113,688 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 5,387 · Balance 108,301 F2: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. |
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 20:00 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 5,387 | $8.56 | $46,112.72 |
DisclosureSEC source: 0001421517-26-000075 · wk-form4_1785369597.xml · nonDerivative · entry 2 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,301 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 20:00 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 2,320 | $8.42 | $19,534.40 |
DisclosureSEC source: 0001421517-26-000075 · wk-form4_1785369597.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,688 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 04, 2026 Filed Mar 6, 2026 23:49 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 20,568 | $10.61 | $218,308.75 |
DisclosureSEC source: 0001668422-26-000006 · wk-form4_1772840973.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 116,008 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 $10.23 to $10.80 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 17, 2026 Filed Feb 19, 2026 21:55 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 45,626 | $0.00 | $0.00 |
DisclosureSEC source: 0001668422-26-000004 · wk-form4_1771538138.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,576 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 05, 2026 Filed Feb 9, 2026 22:53 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 724 | $14.59 | $10,563.16 |
DisclosureSEC source: 0001668422-26-000002 · wk-form4_1770677612.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 90,950 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 23:10 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 8,397 | $14.30 | $120,077.10 |
DisclosureSEC source: 0001421517-26-000009 · wk-form4_1770160224.xml · nonDerivative · entry 2 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,674 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, 2026 Filed Feb 3, 2026 23:10 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 694 | $14.65 | $10,167.10 |
DisclosureSEC source: 0001421517-26-000009 · wk-form4_1770160224.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,071 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 |
| July 28, 2025 Filed Jul 29, 2025 20:19 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 5,387 | $13.97 | $75,256.39 |
DisclosureSEC source: 0001421517-25-000104 · wk-form4_1753820367.xml · nonDerivative · entry 2 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 100,765 F2 · shares: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 10, 2024. Read SEC document |
| July 25, 2025 Filed Jul 29, 2025 20:19 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 2,320 | $13.88 | $32,201.60 |
DisclosureSEC source: 0001421517-25-000104 · wk-form4_1753820367.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 106,152 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 11, 2025 Filed Mar 12, 2025 20:57 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 1,843 | $16.23 | $29,911.89 |
DisclosureSEC source: 0001421517-25-000050 · wk-form4_1741813055.xml · nonDerivative · entry 2 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 108,472 F2 · shares: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 10, 2024. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:57 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 794 | $16.37 | $12,997.78 |
DisclosureSEC source: 0001421517-25-000050 · wk-form4_1741813055.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 110,315 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 20, 2025 Filed Feb 24, 2025 23:34 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 21,444 | $15.42 | $330,709.37 |
DisclosureSEC source: 0001421517-25-000030 · wk-form4_1740440089.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 111,109 F1 · security: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 10, 2024. F2 · price: This figure is the weighted average sales price of multiple trades ranging from $15.31 to $15.53 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 03, 2025 Filed Feb 5, 2025 23:41 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 944 | $14.34 | $13,536.96 |
DisclosureSEC source: 0001421517-25-000028 · wk-form4_1738798910.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,553 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 23:19 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 615 | $14.56 | $8,954.40 |
DisclosureSEC source: 0001421517-25-000018 · wk-form4_1738624736.xml · nonDerivative · entry 2 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,497 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 23:19 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 694 | $14.33 | $9,945.02 |
DisclosureSEC source: 0001421517-25-000018 · wk-form4_1738624736.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,112 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 22:41 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 5,784 | $14.40 | $83,289.60 |
DisclosureSEC source: 0001421517-25-000010 · wk-form4_1738190484.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,806 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 23:03 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 34,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001421517-25-000004 · wk-form4_1738019012.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,590 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 |
| November 11, 2024 Filed Nov 12, 2024 22:53 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 4,207 | $20.06 | $84,392.42 |
DisclosureSEC source: 0001421517-24-000199 · wk-form4_1731451997.xml · nonDerivative · entry 3 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 106,367 F1 · security: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 27, 2023. F4 · price: This figure is the weighted average sales price of multiple trades ranging from $20.00 to $20.22 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 |
| November 08, 2024 Filed Nov 12, 2024 22:53 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 3,631 | $20.15 | $73,175.54 |
DisclosureSEC source: 0001421517-24-000199 · wk-form4_1731451997.xml · nonDerivative · entry 2 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 110,574 F1 · security: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 27, 2023. F3 · price: This figure is the weighted average sales price of multiple trades ranging from $20.00 to $20.24 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 |
| November 07, 2024 Filed Nov 12, 2024 22:53 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 19,618 | $20.00 | $392,360.00 |
DisclosureSEC source: 0001421517-24-000199 · wk-form4_1731451997.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 114,205 F1 · security: These transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 27, 2023. F2 · price: This figure is the weighted average sales price of multiple trades ranging from $20.00 to $20.005 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 |
| October 28, 2024 Filed Oct 30, 2024 22:23 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 6,505 | $17.98 | $116,946.89 |
DisclosureSEC source: 0001421517-24-000196 · wk-form4_1730326983.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,823 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 $17.85 to $18.175 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 |
| July 29, 2024 Filed Jul 30, 2024 20:08 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 2,353 | $14.63 | $34,422.04 |
DisclosureSEC source: 0001421517-24-000156 · wk-form4_1722370100.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,328 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 21:29 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 825 | $14.98 | $12,360.15 |
DisclosureSEC source: 0001421517-24-000069 · wk-form4_1710365389.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,681 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 22:05 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 975 | $14.89 | $14,517.75 |
DisclosureSEC source: 0001421517-24-000037 · wk-form4_1707343535.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,506 F1 · shares: Payment of tax obligation by selling securities incident to the vesting of securities in accordance with Rule 16b-3(e). F2 · balance_after: 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 22:55 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 1,538 | $15.30 | $23,531.40 |
DisclosureSEC source: 0001421517-24-000029 · wk-form4_1707173693.xml · nonDerivative · entry 2 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,481 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 22:55 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 739 | $15.64 | $11,557.96 |
DisclosureSEC source: 0001421517-24-000029 · wk-form4_1707173693.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,019 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 21:12 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 830 | $15.91 | $13,208.62 |
DisclosureSEC source: 0001421517-24-000025 · wk-form4_1706821950.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,758 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 22:53 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 69,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001421517-24-000011 · wk-form4_1706568784.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,588 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 |
| October 24, 2023 Filed Oct 25, 2023 21:35 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 21,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001421517-23-000168 · wk-form4_1698269732.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,663 F1 · shares: Represents the grant of restricted stock units to the reporting person. Each restrictive stock unit represents a contingent right to receive one (1) share of the issuer's common stock. F2 · shares: These employee restricted stock units were granted on the transaction date. 100% of the restricted stock units will vest on the first anniversary of the grant date. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 20:23 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 6,432 | $10.21 Strike: $10.21 | $65,670.72 |
DisclosureSEC source: 0001421517-23-000150 · wk-form4_1693340585.xml · derivative · entry 7 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,718 Underlying: Common Stock · 6,432 shares Expires 2030-01-31 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. F4 · derivative.exercise_date: This employee stock option was granted on January 31, 2020. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 20:23 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,663 | $7.60 Strike: $7.60 | $119,038.80 |
DisclosureSEC source: 0001421517-23-000150 · wk-form4_1693340585.xml · derivative · entry 6 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,663 shares Expires 2029-01-31 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: This employee stock option was granted on January 31, 2019. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 20:23 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 9,278 | $7.50 Strike: $7.50 | $69,585.00 |
DisclosureSEC source: 0001421517-23-000150 · wk-form4_1693340585.xml · derivative · entry 5 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,278 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. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 20:23 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 31,373 | $27.03 | $848,106.31 |
DisclosureSEC source: 0001421517-23-000150 · wk-form4_1693340585.xml · nonDerivative · entry 4 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,901 F1 · price: This figure is the weighted average sales price of multiple trades ranging from $26.785 to $27.370 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 |
| August 25, 2023 Filed Aug 29, 2023 20:23 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 6,432 | $10.21 | $65,670.72 |
DisclosureSEC source: 0001421517-23-000150 · wk-form4_1693340585.xml · nonDerivative · entry 3 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,274 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 |
| August 25, 2023 Filed Aug 29, 2023 20:23 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 15,663 | $7.60 | $119,038.80 |
DisclosureSEC source: 0001421517-23-000150 · wk-form4_1693340585.xml · nonDerivative · entry 2 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,842 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 |
| August 25, 2023 Filed Aug 29, 2023 20:23 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 9,278 | $7.50 | $69,585.00 |
DisclosureSEC source: 0001421517-23-000150 · wk-form4_1693340585.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,179 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, 2023 Filed Jul 27, 2023 20:02 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 23,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001421517-23-000135 · wk-form4_1690488142.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,901 F1 · shares: Represents the grant of restricted stock units to the reporting person. Each restrictive stock unit represents a contingent right to receive one (1) share of the issuer's common stock at settlement. F2 · shares: These employee restricted stock units were granted on the transaction date. One third of the restricted stock units will vest on each of the first three anniversaries of the grant date. Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 23:29 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 768 | $23.99 | $18,427.55 |
DisclosureSEC source: 0001421517-23-000053 · wf-form4_167875016512496.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,781 F1 · security: 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 $23.74 to $24.14 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 02, 2023 Filed Mar 6, 2023 21:14 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Disposition to issuerCommon Stock | 22,095 | $22.35 | $493,752.55 |
DisclosureSEC source: 0001421517-23-000048 · wf-form4_167813727270413.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,549 F1 · security: 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 figure is the weighted average sales price of multiple trades ranging from $22.31 to $22.35 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 03, 2023 Filed Feb 7, 2023 23:31 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 925 | $22.75 | $21,047.45 |
DisclosureSEC source: 0001421517-23-000028 · wf-form4_167581264385193.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,644 F1 · security: 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 $22.51 to $22.89 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, 2023 Filed Feb 3, 2023 21:20 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 3,027 | $22.57 | $68,331.50 |
DisclosureSEC source: 0001421517-23-000023 · wf-form4_167545921297774.xml · nonDerivative · entry 2 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,569 F1 · security: Payment of tax obligation by selling securities incident to the vesting of securities in accordance with Rule 16b-3(e). F3 · 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 $22.38 to $22.77 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, 2023 Filed Feb 3, 2023 21:20 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 804 | $21.79 | $17,519.16 |
DisclosureSEC source: 0001421517-23-000023 · wf-form4_167545921297774.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,596 F1 · security: 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 $21.62 to $22.13 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, 2023 Filed Feb 1, 2023 23:33 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 8,173 | $21.41 | $174,983.93 |
DisclosureSEC source: 0001421517-23-000015 · wf-form4_167529437552029.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,400 F1 · security: These employee restricted stock units were granted on the transaction date. 25% of the restricted stock units will vests 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 |
| March 07, 2022 Filed Mar 15, 2022 22:44 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 7,911 | $18.96 | $149,992.56 |
DisclosureSEC source: 0001421517-22-000046 · wf-form4_164738426405903.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,227 F1 · security: The restricted stock units were granted on the transaction date. 33.3% of the restricted stock units will vest on each of the first three 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 02, 2022 Filed Feb 4, 2022 01:03 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 2,340 | $19.64 | $45,963.92 |
DisclosureSEC source: 0001421517-22-000020 · wf-form4_164393660539908.xml · nonDerivative · entry 2 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,316 F1 · security: Payment of tax obligation by selling securities incident to the vesting of securities in accordance with Rule 16b-3(e). F3 · 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 $19.46 to $19.78 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, 2022 Filed Feb 4, 2022 01:03 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 3,224 | $19.57 | $63,091.75 |
DisclosureSEC source: 0001421517-22-000020 · wf-form4_164393660539908.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,656 F1 · security: 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 $19.20 to $19.73 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 28, 2022 Filed Feb 1, 2022 22:20 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantEmployee Stock Option (Right to Buy) · Derivative | 23,674 | $18.99 Strike: $18.99 | $449,569.26 |
DisclosureSEC source: 0001421517-22-000015 · wf-form4_164375398717777.xml · derivative · entry 2 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,674 Underlying: Common Stock · 23,674 shares Expires 2032-01-28 F2 · derivative.exercise_date: This employee stock option was granted on the transaction date. 25% of the options will vest on the 1st anniversary of the grant date; thereafter, the remaining 75% vest 1/36th per month. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 22:20 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 9,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001421517-22-000015 · wf-form4_164375398717777.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,880 F1 · security: This employee restricted stock unit was granted on the transaction date. 25% of the restricted stock unit will vests on the first four anniversaries of the grant date. Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:55 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,831 | $0.00 Strike: $10.21 | $0.00 |
DisclosureSEC source: 0001437749-21-010930 · rdgdoc.xml · derivative · entry 6 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,054 Underlying: Common Stock · 1,831 shares Expires 2030-01-31 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. F1 · security: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 14, 2020. F4 · derivative.exercise_date: This employee stock option was granted on January 31, 2020. 25% of the options will vest on the 1st anniversary of the grant date; thereafter, the remaining 75% vest 1/36th per month. Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:55 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,983 | $0.00 Strike: $7.60 | $0.00 |
DisclosureSEC source: 0001437749-21-010930 · rdgdoc.xml · derivative · entry 5 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,800 Underlying: Common Stock · 2,983 shares Expires 2029-01-31 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. F1 · security: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 14, 2020. F3 · derivative.exercise_date: This employee stock option was granted on January 31, 2019. 25% of the options will vest on the 1st anniversary of the grant date; thereafter, the remaining 75% vest 1/36th per month. 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.