Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Energy Recovery, Inc.ERII · Entity 5679 | Director | June 04, 2026 | June 05, 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 June 04, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 400,603 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 18,094 · Balance 400,603 F1: The restricted stock unit will fully vest on the 2027 Annual Meeting, anticipated to be on or around June 3, 2027. |
| Common StockSEC Table I · non-derivative | IndirectNatasha Hanstveit Irrevocable Trust | 60,000 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 60,000 F2: Mr. Hanstveit is sole trustee and exercises sole voting and investment power. |
| Common StockSEC Table I · non-derivative | IndirectSophie Hanstveit Irrevocable Trust | 60,000 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 60,000 F2: Mr. Hanstveit is sole trustee and exercises sole voting and investment power. |
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.
F2: Mr. Hanstveit is sole trustee and exercises sole voting and investment power.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 10, 2020 Filed Mar 13, 2020 00:27 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionStock Option (Right to Buy) · Derivative | 14,818 | $0.00 Strike: $3.53 | $0.00 |
DisclosureSEC source: 0001437749-20-005020 · rdgdoc.xml · derivative · entry 7 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,638 Underlying: Common Stock · 14,818 shares Expires 2025-02-06 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 February 6, 2015. All of the options are fully vested and exercisable. Read SEC document |
| March 10, 2020 Filed Mar 13, 2020 00:27 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 14,818 | $8.61 | $127,620.03 |
DisclosureSEC source: 0001437749-20-005020 · rdgdoc.xml · nonDerivative · entry 2 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,095,800 F1 · price: This figure is the weighted average sales price of multiple trades ranging from $8.50 to $9.0918 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 |
| March 10, 2020 Filed Mar 13, 2020 00:27 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 14,818 | $3.53 | $52,307.54 |
DisclosureSEC source: 0001437749-20-005020 · rdgdoc.xml · nonDerivative · entry 1 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,110,618 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 |
| December 03, 2019 Filed Dec 5, 2019 23:27 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 39,787 | $0.00 Strike: $2.92 | $0.00 |
DisclosureSEC source: 0001437749-19-023950 · rdgdoc.xml · derivative · entry 3 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 39,787 shares Expires 2025-06-23 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 June 23, 2015. All of the options are fully vested and exercisable. Read SEC document |
| December 03, 2019 Filed Dec 5, 2019 23:27 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 39,787 | $8.61 | $342,665.54 |
DisclosureSEC source: 0001437749-19-023950 · rdgdoc.xml · nonDerivative · entry 2 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,095,800 F1 · price: This figure is the weighted average sales price of multiple trades ranging from $8.55 to $8.70 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 |
| December 03, 2019 Filed Dec 5, 2019 23:27 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 39,787 | $2.92 | $116,178.04 |
DisclosureSEC source: 0001437749-19-023950 · rdgdoc.xml · nonDerivative · entry 1 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,135,587 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 |
| November 12, 2019 Filed Nov 14, 2019 22:08 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 13,605 | $0.00 Strike: $2.92 | $0.00 |
DisclosureSEC source: 0001437749-19-022948 · rdgdoc.xml · derivative · entry 3 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,787 Underlying: Common Stock · 13,605 shares Expires 2025-06-23 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 June 23, 2015. All of the options are fully vested and exercisable. Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 22:08 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 13,605 | $9.22 | $125,451.71 |
DisclosureSEC source: 0001437749-19-022948 · rdgdoc.xml · nonDerivative · entry 2 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,095,800 F1 · price: This figure is the weighted average sales price of multiple trades ranging from $9.20 to $9.32 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 |
| November 12, 2019 Filed Nov 14, 2019 22:08 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 13,605 | $2.92 | $39,726.60 |
DisclosureSEC source: 0001437749-19-022948 · rdgdoc.xml · nonDerivative · entry 1 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,109,405 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 |
| June 13, 2019 Filed Jul 10, 2019 20:00 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantStock Option (Right to Buy) · Derivative | 13,413 | $0.00 Strike: $9.98 | $0.00 |
DisclosureSEC source: 0001437749-19-013744 · rdgdoc.xml · derivative · entry 1 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,413 Underlying: Common Stock · 13,413 shares Expires 2029-06-13 F1 · derivative.exercise_date: The shares will fully vest and become exercisable on the 2020 Annual Meeting date, anticipated to be on or about June 11, 2020. Read SEC document |
| March 13, 2019 Filed Mar 14, 2019 20:02 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $7.31 | $0.00 |
DisclosureSEC source: 0001437749-19-004924 · rdgdoc.xml · derivative · entry 6 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires 2019-04-03 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 April 3, 2009. All of the options are fully vested and exercisable. Read SEC document |
| March 13, 2019 Filed Mar 14, 2019 20:02 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 100,000 | $8.59 | $858,730.00 |
DisclosureSEC source: 0001437749-19-004924 · rdgdoc.xml · nonDerivative · entry 4 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,095,800 F2 · price: This figure is the weighted average sales price of multiple trades ranging from $8.3000 to $8.7700 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 |
| March 13, 2019 Filed Mar 14, 2019 20:02 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 100,000 | $7.31 | $731,000.00 |
DisclosureSEC source: 0001437749-19-004924 · rdgdoc.xml · nonDerivative · entry 3 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,195,800 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 |
| March 12, 2019 Filed Mar 14, 2019 20:02 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 39,042 | $0.00 Strike: $2.61 | $0.00 |
DisclosureSEC source: 0001437749-19-004924 · rdgdoc.xml · derivative · entry 5 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 39,042 shares Expires 2021-09-16 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 September 16, 2011. All of the options are fully vested and exercisable. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 20:02 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 39,042 | $8.28 | $323,338.04 |
DisclosureSEC source: 0001437749-19-004924 · rdgdoc.xml · nonDerivative · entry 2 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,095,800 F1 · price: This figure is the weighted average sales price of multiple trades ranging from $8.2500 to $8.5000 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 |
| March 12, 2019 Filed Mar 14, 2019 20:02 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 39,042 | $2.61 | $101,899.62 |
DisclosureSEC source: 0001437749-19-004924 · rdgdoc.xml · nonDerivative · entry 1 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,134,842 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 |
| November 08, 2018 Filed Nov 9, 2018 23:48 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionStock Option (Right to Buy) · Derivative | 27,563 | $2.49 Strike: $2.49 | $68,631.87 |
DisclosureSEC source: 0001421517-18-000151 · wf-form4_154180726925237.xml · derivative · entry 6 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,563 shares Expires 2022-08-15 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 August 15, 2012. All of the shares are fully vested and exercisable. Read SEC document |
| November 08, 2018 Filed Nov 9, 2018 23:48 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 27,563 | $9.15 | $252,102.22 |
DisclosureSEC source: 0001421517-18-000151 · wf-form4_154180726925237.xml · nonDerivative · entry 4 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,095,800 F2 · price: The figure is the weighted average sales price of multiple trades ranging from $8.9900 to $9.2200 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 |
| November 08, 2018 Filed Nov 9, 2018 23:48 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 27,563 | $2.49 | $68,631.87 |
DisclosureSEC source: 0001421517-18-000151 · wf-form4_154180726925237.xml · nonDerivative · entry 3 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,123,363 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 |
| November 07, 2018 Filed Nov 9, 2018 23:48 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionStock Option (Right to Buy) · Derivative | 18,145 | $2.49 Strike: $2.49 | $45,181.05 |
DisclosureSEC source: 0001421517-18-000151 · wf-form4_154180726925237.xml · derivative · entry 5 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,563 Underlying: Common Stock · 18,145 shares Expires 2022-08-15 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 August 15, 2012. All of the shares are fully vested and exercisable. Read SEC document |
| November 07, 2018 Filed Nov 9, 2018 23:48 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 18,145 | $9.16 | $166,153.77 |
DisclosureSEC source: 0001421517-18-000151 · wf-form4_154180726925237.xml · nonDerivative · entry 2 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,095,800 F1 · price: The figure is the weighted average sales price of multiple trades ranging from $9.0000 to $9.2700 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 |
| November 07, 2018 Filed Nov 9, 2018 23:48 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Exercise / conversionCommon Stock | 18,145 | $2.49 | $45,181.05 |
DisclosureSEC source: 0001421517-18-000151 · wf-form4_154180726925237.xml · nonDerivative · entry 1 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,113,945 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 |
| June 14, 2018 Filed Jun 18, 2018 21:32 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantStock Option (Right to Buy) · Derivative | 15,879 | $0.00 Strike: $8.49 | $0.00 |
DisclosureSEC source: 0001421517-18-000112 · wf-form4_152935753997991.xml · derivative · entry 3 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,766 Underlying: Common Stock · 15,879 shares Expires 2028-06-14 F2 · derivative.exercise_date: The Shares will fully vest and become exercisable on the 2019 Annual Meeting date, anticipated to be on or about June 13, 2019. Read SEC document |
| March 12, 2018 Filed Apr 10, 2018 20:24 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 50,000 | $8.57 | $428,300.00 |
DisclosureSEC source: 0001421517-18-000066 · wf-form4_152339182894906.xml · nonDerivative · entry 1 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,095,800 Read SEC document |
| June 22, 2017 Filed Jun 30, 2017 23:08 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantStock Option (Right to Buy) · Derivative | 16,726 | $0.00 Strike: $7.71 | $0.00 |
DisclosureSEC source: 0001437749-17-012113 · rdgdoc.xml · derivative · entry 3 Hanstveit Arve · CIK 0001430122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 331,887 Underlying: Common Stock · 16,726 shares Expires 2027-06-22 F2 · derivative.exercise_date: The Shares will fully vest and become exercisable on the 2018 Annual Meeting date, anticipated to be on or about June 15, 2018. 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.