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 |
|---|---|---|---|---|---|---|
| May 03, 2021 Filed May 5, 2021 20:55 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 1,831 | $21.11 | $38,659.37 |
DisclosureSEC source: 0001437749-21-010930 · rdgdoc.xml · nonDerivative · entry 4 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,234 F1 · security: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 14, 2020. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:55 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 1,831 | $21.11 | $38,659.37 |
DisclosureSEC source: 0001437749-21-010930 · rdgdoc.xml · nonDerivative · entry 3 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,065 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. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:55 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 2,983 | $21.11 | $62,982.47 |
DisclosureSEC source: 0001437749-21-010930 · rdgdoc.xml · nonDerivative · entry 2 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,234 F1 · security: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 14, 2020. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:55 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 2,983 | $21.11 | $62,982.47 |
DisclosureSEC source: 0001437749-21-010930 · rdgdoc.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,217 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. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 02:33 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 912 | $0.00 Strike: $10.19 | $0.00 |
DisclosureSEC source: 0001437749-21-004913 · rdgdoc.xml · derivative · entry 12 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 912 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. 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 February 2, 2017. All of the options are fully vested and exercisable. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 02:33 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 912 | $18.33 | $16,715.96 |
DisclosureSEC source: 0001437749-21-004913 · rdgdoc.xml · nonDerivative · entry 8 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,234 F1 · security: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 14, 2020. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 02:33 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 912 | $18.33 | $16,715.96 |
DisclosureSEC source: 0001437749-21-004913 · rdgdoc.xml · nonDerivative · entry 7 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,146 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. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 02:33 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,327 | $0.00 Strike: $10.21 | $0.00 |
DisclosureSEC source: 0001437749-21-004913 · rdgdoc.xml · derivative · entry 11 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 610 Underlying: Common Stock · 18,287 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 |
| March 01, 2021 Filed Mar 4, 2021 02:33 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,998 | $0.00 Strike: $10.19 | $0.00 |
DisclosureSEC source: 0001437749-21-004913 · rdgdoc.xml · derivative · entry 10 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 912 Underlying: Common Stock · 10,998 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. 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 February 2, 2017. All of the options are fully vested and exercisable. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 02:33 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 9,957 | $0.00 Strike: $10.19 | $0.00 |
DisclosureSEC source: 0001437749-21-004913 · rdgdoc.xml · derivative · entry 9 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,957 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. 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 February 2, 2017. All of the options are fully vested and exercisable. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 02:33 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 7,327 | $18.21 | $133,426.87 |
DisclosureSEC source: 0001437749-21-004913 · rdgdoc.xml · nonDerivative · entry 6 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,234 F1 · security: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 14, 2020. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 02:33 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 7,327 | $18.21 | $133,426.87 |
DisclosureSEC source: 0001437749-21-004913 · rdgdoc.xml · nonDerivative · entry 5 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,561 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. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 02:33 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 10,998 | $18.19 | $200,053.62 |
DisclosureSEC source: 0001437749-21-004913 · rdgdoc.xml · nonDerivative · entry 4 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,234 F1 · security: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 14, 2020. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 02:33 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 10,998 | $18.19 | $200,053.62 |
DisclosureSEC source: 0001437749-21-004913 · rdgdoc.xml · nonDerivative · entry 3 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,232 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. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 02:33 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 9,957 | $18.19 | $181,117.83 |
DisclosureSEC source: 0001437749-21-004913 · rdgdoc.xml · nonDerivative · entry 2 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,234 F1 · security: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 14, 2020. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 02:33 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 9,957 | $18.19 | $181,117.83 |
DisclosureSEC source: 0001437749-21-004913 · rdgdoc.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,191 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. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 02:42 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,731 | $0.00 Strike: $8.52 | $0.00 |
DisclosureSEC source: 0001437749-21-004164 · rdgdoc.xml · derivative · entry 18 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,731 shares Expires 2026-03-08 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 March 8, 2016. All of the options are fully vested and exercisable. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 02:42 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 1,731 | $16.52 | $28,596.12 |
DisclosureSEC source: 0001437749-21-004164 · rdgdoc.xml · nonDerivative · entry 12 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,234 F1 · security: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 14, 2020. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 02:42 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 1,731 | $16.52 | $28,596.12 |
DisclosureSEC source: 0001437749-21-004164 · rdgdoc.xml · nonDerivative · entry 11 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,965 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. Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 02:42 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 17,154 | $0.00 Strike: $7.60 | $0.00 |
DisclosureSEC source: 0001437749-21-004164 · rdgdoc.xml · derivative · entry 17 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,863 Underlying: Common Stock · 17,154 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. F5 · 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 |
| February 23, 2021 Filed Feb 26, 2021 02:42 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 4,042 | $0.00 Strike: $7.50 | $0.00 |
DisclosureSEC source: 0001437749-21-004164 · rdgdoc.xml · derivative · entry 16 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,278 Underlying: Common Stock · 4,042 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. 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 February 1, 2018. 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 |
| February 23, 2021 Filed Feb 26, 2021 02:42 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 18,287 | $0.00 Strike: $7.50 | $0.00 |
DisclosureSEC source: 0001437749-21-004164 · rdgdoc.xml · derivative · entry 15 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 Underlying: Common Stock · 18,287 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. 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 February 1, 2018. 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 |
| February 23, 2021 Filed Feb 26, 2021 02:42 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 9,998 | $0.00 Strike: $8.52 | $0.00 |
DisclosureSEC source: 0001437749-21-004164 · rdgdoc.xml · derivative · entry 14 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,731 Underlying: Common Stock · 9,998 shares Expires 2026-03-08 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 March 8, 2016. All of the options are fully vested and exercisable. Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 02:42 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 14,518 | $0.00 Strike: $8.52 | $0.00 |
DisclosureSEC source: 0001437749-21-004164 · rdgdoc.xml · derivative · entry 13 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,518 shares Expires 2026-03-08 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 March 8, 2016. All of the options are fully vested and exercisable. Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 02:42 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 17,154 | $15.60 | $267,602.40 |
DisclosureSEC source: 0001437749-21-004164 · rdgdoc.xml · nonDerivative · entry 10 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,234 F1 · security: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 14, 2020. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 02:42 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 17,154 | $15.60 | $267,602.40 |
DisclosureSEC source: 0001437749-21-004164 · rdgdoc.xml · nonDerivative · entry 9 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,388 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. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 02:42 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 4,042 | $15.50 | $62,651.00 |
DisclosureSEC source: 0001437749-21-004164 · rdgdoc.xml · nonDerivative · entry 8 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,234 F1 · security: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 14, 2020. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 02:42 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 4,042 | $15.50 | $62,651.00 |
DisclosureSEC source: 0001437749-21-004164 · rdgdoc.xml · nonDerivative · entry 7 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,276 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. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 02:42 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 18,287 | $15.50 | $283,448.50 |
DisclosureSEC source: 0001437749-21-004164 · rdgdoc.xml · nonDerivative · entry 6 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,234 F1 · security: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 14, 2020. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 02:42 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 18,287 | $15.50 | $283,448.50 |
DisclosureSEC source: 0001437749-21-004164 · rdgdoc.xml · nonDerivative · entry 5 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,521 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. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 02:42 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 9,998 | $16.52 | $165,166.96 |
DisclosureSEC source: 0001437749-21-004164 · rdgdoc.xml · nonDerivative · entry 4 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,234 F1 · security: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 14, 2020. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 02:42 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 9,998 | $16.52 | $165,166.96 |
DisclosureSEC source: 0001437749-21-004164 · rdgdoc.xml · nonDerivative · entry 3 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,232 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. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 02:42 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 14,518 | $16.52 | $239,837.36 |
DisclosureSEC source: 0001437749-21-004164 · rdgdoc.xml · nonDerivative · entry 2 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,234 F1 · security: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 14, 2020. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 02:42 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 14,518 | $16.52 | $239,837.36 |
DisclosureSEC source: 0001437749-21-004164 · rdgdoc.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,752 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. F2 · price: This figure is the weighted average sales price of multiple trades. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| February 16, 2021 Filed Feb 19, 2021 01:22 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 200 | $0.00 Strike: $7.50 | $0.00 |
DisclosureSEC source: 0001437749-21-003337 · rdgdoc.xml · derivative · entry 3 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 200 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. F1 · security: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 14, 2020. F2 · derivative.exercise_date: This employee stock option was granted on February 1, 2018. All of the options are fully vested and exercisable. Read SEC document |
| February 16, 2021 Filed Feb 19, 2021 01:22 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 200 | $15.50 | $3,100.00 |
DisclosureSEC source: 0001437749-21-003337 · rdgdoc.xml · nonDerivative · entry 2 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,234 F1 · security: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 14, 2020. Read SEC document |
| February 16, 2021 Filed Feb 19, 2021 01:22 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 200 | $7.50 | $1,500.00 |
DisclosureSEC source: 0001437749-21-003337 · rdgdoc.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,434 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. Read SEC document |
| February 04, 2021 Filed Feb 6, 2021 02:17 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 2,352 | $13.89 | $32,658.70 |
DisclosureSEC source: 0001437749-21-002150 · rdgdoc.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,234 F1 · security: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 14, 2020. F2 · price: This figure is the weighted average sales price of multiple trades ranging from $13.83 to $14.02 per share. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| February 03, 2021 Filed Feb 4, 2021 02:44 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 9,748 | $13.88 | $135,290.54 |
DisclosureSEC source: 0001437749-21-001936 · rdgdoc.xml · nonDerivative · entry 4 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,586 F6 · security: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 14, 2020. F7 · price: This figure is the weighted average sales price of multiple trades ranging from $13.73 to $14.03 per share. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| February 03, 2021 Filed Feb 4, 2021 02:44 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 1,022 | $13.96 | $14,262.93 |
DisclosureSEC source: 0001437749-21-001936 · rdgdoc.xml · nonDerivative · entry 3 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,334 F3 · security: Payment of tax obligation by selling securities incident to the vesting of securities in accordance with Rule 16b-3(e). F5 · price: This figure is the weighted average sales price of multiple trades ranging from $13.81 to $14.02 per share. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 02:44 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 4,465 | $13.99 | $62,482.32 |
DisclosureSEC source: 0001437749-21-001936 · rdgdoc.xml · nonDerivative · entry 2 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,356 F3 · security: Payment of tax obligation by selling securities incident to the vesting of securities in accordance with Rule 16b-3(e). F4 · price: This figure is the weighted average sales price of multiple trades ranging from $13.89 to $14.10 per share. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| February 01, 2021 Filed Feb 4, 2021 02:44 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantEmployee Stock Option (Right to Buy) · Derivative | 33,519 | $0.00 Strike: $13.96 | $0.00 |
DisclosureSEC source: 0001437749-21-001936 · rdgdoc.xml · derivative · entry 5 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,519 Underlying: Common Stock · 33,519 shares Expires 2031-02-01 F8 · derivative.exercise_date: This employee stock option was granted on February 1, 2021. 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 |
| February 01, 2021 Filed Feb 4, 2021 02:44 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 12,535 | $13.96 | $174,988.60 |
DisclosureSEC source: 0001437749-21-001936 · rdgdoc.xml · nonDerivative · entry 1 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,821 F1 · security: Each restricted stock unit represents the right to receive, at settlement, one (1) share of the Company's Common Stock. F2 · security: The restricted stock unit was granted on February 1, 2021 and vests 25% on each of the first four anniversaries of the grant date. Read SEC document |
| January 14, 2021 Filed Jan 15, 2021 23:52 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 4,553 | $0.00 Strike: $6.00 | $0.00 |
DisclosureSEC source: 0001437749-21-000792 · rdgdoc.xml · derivative · entry 9 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,553 shares Expires 2024-03-12 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: his employee stock option was granted on March 12, 2014. All of the options are fully vested and exercisable. Read SEC document |
| January 14, 2021 Filed Jan 15, 2021 23:52 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 4,553 | $14.64 | $66,665.48 |
DisclosureSEC source: 0001437749-21-000792 · rdgdoc.xml · nonDerivative · entry 6 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,286 F1 · security: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 14, 2020. F3 · price: This figure is the weighted average sales price of multiple trades ranging from $14.37 to $14.80 per share. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| January 14, 2021 Filed Jan 15, 2021 23:52 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 4,553 | $6.00 | $27,318.00 |
DisclosureSEC source: 0001437749-21-000792 · rdgdoc.xml · nonDerivative · entry 5 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,839 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. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 23:52 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 8,350 | $0.00 Strike: $6.00 | $0.00 |
DisclosureSEC source: 0001437749-21-000792 · rdgdoc.xml · derivative · entry 8 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,350 shares Expires 2024-03-12 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: his employee stock option was granted on March 12, 2014. All of the options are fully vested and exercisable. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 23:52 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 29,097 | $0.00 Strike: $6.00 | $0.00 |
DisclosureSEC source: 0001437749-21-000792 · rdgdoc.xml · derivative · entry 7 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29,097 shares Expires 2024-03-12 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: his employee stock option was granted on March 12, 2014. All of the options are fully vested and exercisable. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 23:52 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 8,350 | $14.30 | $119,435.90 |
DisclosureSEC source: 0001437749-21-000792 · rdgdoc.xml · nonDerivative · entry 4 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,286 F1 · security: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 14, 2020. F2 · price: This figure is the weighted average sales price of multiple trades ranging from $14.00 to $14.64 per share. The Reporting Person undertakes to provide the SEC Staff, ERI or a shareholder of ERI full information about the number of shares sold at each separate price upon request. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 23:52 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 8,350 | $6.00 | $50,100.00 |
DisclosureSEC source: 0001437749-21-000792 · rdgdoc.xml · nonDerivative · entry 3 Clemente Rodney · CIK 0001668422 · SVP, Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,636 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. 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.