Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Energy Recovery, Inc.ERII · Entity 5679 | Director | July 09, 2026 | July 22, 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 09, 2026 · Filed July 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,797 |
Reported balance
After 2026-07-09 transaction · row 1
1 source rowRow 1 · 2026-07-09 · Grant · Acquired 16,797 · Balance 16,797 F1: The restricted stock unit will fully vest on the 2027 Annual Meeting, anticipated to be on or around June 3, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock unit will fully vest on the 2027 Annual Meeting, anticipated to be on or around June 3, 2027.
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 09, 2026 Filed Jul 22, 2026 21:58 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 16,797 | $0.00 | $0.00 |
DisclosureSEC source: 0002144584-26-000004 · wk-form4_1784757478.xml · nonDerivative · entry 1 Mitchell John Joseph · CIK 0002144584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,797 F1 · shares: The restricted stock unit will fully vest on the 2027 Annual Meeting, anticipated to be on or around June 3, 2027. 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.