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person · Reporting owner

Patton Charles R.

Disclosed activity across 5 companies

Tapewire entity
40909
SEC CIK
0001473188

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986Executive Vice PresidentFebruary 21, 2022May 18, 2022
CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212DirectorMarch 03, 2026March 06, 2026
Centuri Holdings, Inc.CTRI · Entity 4489DirectorMay 18, 2026May 20, 2026
STERLING INFRASTRUCTURE, INC.STRL · Entity 3384DirectorMay 15, 2024June 11, 2024

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.

AMERICAN ELECTRIC POWER CO INC

Report date February 21, 2022 · Filed May 18, 2022 · Amendment

Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect26,743 Reported balance Holding disclosure · report date 2022-02-21 · row 1 Amendment: may correct only part of an earlier disclosure.
1 source row

Row 1 · Balance 26,743

F1: On February 23, 2022, the reporting person filed a Form 4 reporting a grant of 2,625 Restricted Stock Units that did not in fact occur. As of February 21, 2022, the reporting person owned 26,743 shares of common stock, including unvested Restricted Stock Units.

Filing footnotes · ownership attribution and instrument terms

F1: On February 23, 2022, the reporting person filed a Form 4 reporting a grant of 2,625 Restricted Stock Units that did not in fact occur. As of February 21, 2022, the reporting person owned 26,743 shares of common stock, including unvested Restricted Stock Units.

CALIFORNIA WATER SERVICE GROUP

Report date March 03, 2026 · Filed March 06, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect9,062.27 Reported balance After 2026-03-03 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-03-03 · Grant · Acquired 2,816 · Balance 9,062.27

F1: Restricted stock granted on 3/3/2026 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3 vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date.

F2: Includes shares acquired through Dividend Reinvestment.

Filing footnotes · ownership attribution and instrument terms

F1: Restricted stock granted on 3/3/2026 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3 vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date.

F2: Includes shares acquired through Dividend Reinvestment.

Centuri Holdings, Inc.

Report date May 18, 2026 · Filed May 20, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect29,309 Ending reported balance After 2026-05-19 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2026-05-18 · Exercise / conversion · Acquired 7,338 · Balance 25,242

F1: On April 16, 2025, the Reporting Person was granted 7,338 restricted stock units ("RSUs") pursuant to the Omnibus Incentive Plan (the "Plan") of Centuri Holdings, Inc. (the "Issuer"), which vested in full on May 18, 2026 (the "2025 RSU Grant"). Each RSU subject to the 2025 RSU Grant is the economic equivalent of one share of the Issuer's common stock. Pursuant to the applicable RSU award agreement by and between the Issuer and the Reporting Person, shares of the Issuer's common stock were delivered on a one-for-one basis upon the settlement of the 2025 RSU Grant.

Row 2 · 2026-05-19 · Grant · Acquired 4,067 · Balance 29,309

F2: Represents the grant of RSUs pursuant to the Plan on May 19, 2026 (the "2026 RSU Grant"). Each RSU subject to the 2026 RSU Grant is the economic equivalent of one share of the Issuer's common stock and will be settled by delivery of one share of the Issuer's common stock.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2026-05-18 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-05-18 · Exercise / conversion · Disposed 7,338 · Balance 0

F1: On April 16, 2025, the Reporting Person was granted 7,338 restricted stock units ("RSUs") pursuant to the Omnibus Incentive Plan (the "Plan") of Centuri Holdings, Inc. (the "Issuer"), which vested in full on May 18, 2026 (the "2025 RSU Grant"). Each RSU subject to the 2025 RSU Grant is the economic equivalent of one share of the Issuer's common stock. Pursuant to the applicable RSU award agreement by and between the Issuer and the Reporting Person, shares of the Issuer's common stock were delivered on a one-for-one basis upon the settlement of the 2025 RSU Grant.

Filing footnotes · ownership attribution and instrument terms

F1: On April 16, 2025, the Reporting Person was granted 7,338 restricted stock units ("RSUs") pursuant to the Omnibus Incentive Plan (the "Plan") of Centuri Holdings, Inc. (the "Issuer"), which vested in full on May 18, 2026 (the "2025 RSU Grant"). Each RSU subject to the 2025 RSU Grant is the economic equivalent of one share of the Issuer's common stock. Pursuant to the applicable RSU award agreement by and between the Issuer and the Reporting Person, shares of the Issuer's common stock were delivered on a one-for-one basis upon the settlement of the 2025 RSU Grant.

F2: Represents the grant of RSUs pursuant to the Plan on May 19, 2026 (the "2026 RSU Grant"). Each RSU subject to the 2026 RSU Grant is the economic equivalent of one share of the Issuer's common stock and will be settled by delivery of one share of the Issuer's common stock.

STERLING INFRASTRUCTURE, INC.

Report date May 15, 2024 · Filed June 11, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect74,601 Reported balance After 2024-05-15 transaction · row 1
1 source row

Row 1 · 2024-05-15 · Gift · Disposed 1,122 · Balance 74,601

F1: Reflects the gift of common stock to a charitable donor advised fund.

Filing footnotes · ownership attribution and instrument terms

F1: Reflects the gift of common stock to a charitable donor advised fund.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Ameresco, Inc.

Report date June 04, 2026 · Filed June 05, 2026

Section 16 reporting ended · disclosed 2026-06-05. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect23,824 Reported balance After 2026-06-04 transaction · row 1
1 source row

Row 1 · 2026-06-04 · Exercise / conversion · Acquired 10,435 · Balance 23,824

Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2026-06-04Direct0 Reported balance After 2026-06-04 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-06-04 · Exercise / conversion · Disposed 10,435 · Balance 0

F1: Annual grant pursuant to Ameresco, Inc.'s non-employee director compensation plan.

F2: Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock").

F3: The RSUs vest in full on the first anniversary of the grant date, assuming continues service through the vesting date.

Filing footnotes · ownership attribution and instrument terms

F1: Annual grant pursuant to Ameresco, Inc.'s non-employee director compensation plan.

F2: Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock").

F3: The RSUs vest in full on the first anniversary of the grant date, assuming continues service through the vesting date.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 04, 2026 Filed Jun 5, 2026 21:13 UTC Ameresco, Inc. AMRC · Entity 4847 Exercise / conversionRestricted Stock Unit · Derivative 10,435 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-041326 · wk-form4_1780694013.xml · derivative · entry 2

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 10,435 shares

Expires 2026-06-04

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: Annual grant pursuant to Ameresco, Inc.'s non-employee director compensation plan.

F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock").

F3 · derivative.exercise_date: The RSUs vest in full on the first anniversary of the grant date, assuming continues service through the vesting date.

Read SEC document
June 04, 2026 Filed Jun 5, 2026 21:13 UTC Ameresco, Inc. AMRC · Entity 4847 Exercise / conversionClass A Common Stock 10,435 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-041326 · wk-form4_1780694013.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,824

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
May 19, 2026 Filed May 20, 2026 22:30 UTC Centuri Holdings, Inc. CTRI · Entity 4489 GrantCommon Stock 4,067 $0.00 $0.00
Disclosure

SEC source: 0001981599-26-000073 · wk-form4_1779316233.xml · nonDerivative · entry 2

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,309

F2 · shares: Represents the grant of RSUs pursuant to the Plan on May 19, 2026 (the "2026 RSU Grant"). Each RSU subject to the 2026 RSU Grant is the economic equivalent of one share of the Issuer's common stock and will be settled by delivery of one share of the Issuer's common stock.

Read SEC document
May 18, 2026 Filed May 20, 2026 22:30 UTC Centuri Holdings, Inc. CTRI · Entity 4489 Exercise / conversionRestricted Stock Units · Derivative 7,338 $0.00 $0.00
Disclosure

SEC source: 0001981599-26-000073 · wk-form4_1779316233.xml · derivative · entry 3

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,338 shares

Expires not disclosed

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 · derivative.exercise_price: On April 16, 2025, the Reporting Person was granted 7,338 restricted stock units ("RSUs") pursuant to the Omnibus Incentive Plan (the "Plan") of Centuri Holdings, Inc. (the "Issuer"), which vested in full on May 18, 2026 (the "2025 RSU Grant"). Each RSU subject to the 2025 RSU Grant is the economic equivalent of one share of the Issuer's common stock. Pursuant to the applicable RSU award agreement by and between the Issuer and the Reporting Person, shares of the Issuer's common stock were delivered on a one-for-one basis upon the settlement of the 2025 RSU Grant.

F1 · derivative.exercise_date: On April 16, 2025, the Reporting Person was granted 7,338 restricted stock units ("RSUs") pursuant to the Omnibus Incentive Plan (the "Plan") of Centuri Holdings, Inc. (the "Issuer"), which vested in full on May 18, 2026 (the "2025 RSU Grant"). Each RSU subject to the 2025 RSU Grant is the economic equivalent of one share of the Issuer's common stock. Pursuant to the applicable RSU award agreement by and between the Issuer and the Reporting Person, shares of the Issuer's common stock were delivered on a one-for-one basis upon the settlement of the 2025 RSU Grant.

F1 · derivative.expiration_date: On April 16, 2025, the Reporting Person was granted 7,338 restricted stock units ("RSUs") pursuant to the Omnibus Incentive Plan (the "Plan") of Centuri Holdings, Inc. (the "Issuer"), which vested in full on May 18, 2026 (the "2025 RSU Grant"). Each RSU subject to the 2025 RSU Grant is the economic equivalent of one share of the Issuer's common stock. Pursuant to the applicable RSU award agreement by and between the Issuer and the Reporting Person, shares of the Issuer's common stock were delivered on a one-for-one basis upon the settlement of the 2025 RSU Grant.

Read SEC document
May 18, 2026 Filed May 20, 2026 22:30 UTC Centuri Holdings, Inc. CTRI · Entity 4489 Exercise / conversionCommon Stock 7,338 Not disclosed Not disclosed
Disclosure

SEC source: 0001981599-26-000073 · wk-form4_1779316233.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,242

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 · price: On April 16, 2025, the Reporting Person was granted 7,338 restricted stock units ("RSUs") pursuant to the Omnibus Incentive Plan (the "Plan") of Centuri Holdings, Inc. (the "Issuer"), which vested in full on May 18, 2026 (the "2025 RSU Grant"). Each RSU subject to the 2025 RSU Grant is the economic equivalent of one share of the Issuer's common stock. Pursuant to the applicable RSU award agreement by and between the Issuer and the Reporting Person, shares of the Issuer's common stock were delivered on a one-for-one basis upon the settlement of the 2025 RSU Grant.

Read SEC document
March 03, 2026 Filed Mar 6, 2026 00:04 UTC CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 GrantCommon Stock 2,816 $0.00 $0.00
Disclosure

SEC source: 0001473188-26-000002 · edgardoc.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,062.27

F1 · shares: Restricted stock granted on 3/3/2026 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3 vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date.

F2 · balance_after: Includes shares acquired through Dividend Reinvestment.

Read SEC document
June 04, 2025 Filed Jun 6, 2025 20:17 UTC Ameresco, Inc. AMRC · Entity 4847 Exercise / conversionRestricted Stock Unit · Derivative 4,886 $0.00 $0.00
Disclosure

SEC source: 0001488139-25-000116 · wk-form4_1749241033.xml · derivative · entry 3

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,886 shares

Expires 2025-06-04

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: Annual grant pursuant to Ameresco, Inc.'s non-employee director compensation plan.

F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock").

F3 · derivative.exercise_date: The RSUs vest in full on the first anniversary of the grant date, assuming continues service through the vesting date.

F3 · derivative.expiration_date: The RSUs vest in full on the first anniversary of the grant date, assuming continues service through the vesting date.

Read SEC document
June 04, 2025 Filed Jun 6, 2025 20:17 UTC Ameresco, Inc. AMRC · Entity 4847 GrantRestricted Stock Unit · Derivative 10,435 $0.00 $0.00
Disclosure

SEC source: 0001488139-25-000116 · wk-form4_1749241033.xml · derivative · entry 2

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,435

Underlying: Class A Common Stock · 10,435 shares

Expires 2026-06-04

F1 · security: Annual grant pursuant to Ameresco, Inc.'s non-employee director compensation plan.

F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock").

F3 · derivative.exercise_date: The RSUs vest in full on the first anniversary of the grant date, assuming continues service through the vesting date.

Read SEC document
June 04, 2025 Filed Jun 6, 2025 20:17 UTC Ameresco, Inc. AMRC · Entity 4847 Exercise / conversionClass A Common Stock 4,886 $0.00 $0.00
Disclosure

SEC source: 0001488139-25-000116 · wk-form4_1749241033.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,389

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
April 30, 2025 Filed May 2, 2025 22:55 UTC Centuri Holdings, Inc. CTRI · Entity 4489 Exercise / conversionRestricted Stock Units · Derivative 6,904 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-008422 · form4.xml · derivative · entry 2

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,338

Underlying: Common Stock · 6,904 shares

Expires not disclosed

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 · derivative.exercise_price: Each restricted stock unit ("RSU") is the economic equivalent of one share of the Issuer's common stock. Pursuant to the applicable RSU award agreement by and between the Issuer and the Reporting Person, shares of the Issuer's common stock were delivered on a one-for-one basis upon the settlement of the RSUs.

F2 · derivative.exercise_date: On April 30, 2024, the Reporting Person was granted 6,904 RSUs which vested in full on April 30, 2025.

F2 · derivative.expiration_date: On April 30, 2024, the Reporting Person was granted 6,904 RSUs which vested in full on April 30, 2025.

Read SEC document
April 30, 2025 Filed May 2, 2025 22:55 UTC Centuri Holdings, Inc. CTRI · Entity 4489 Exercise / conversionCommon Stock 6,904 Not disclosed Not disclosed
Disclosure

SEC source: 0001062993-25-008422 · form4.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,904

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 · price: Each restricted stock unit ("RSU") is the economic equivalent of one share of the Issuer's common stock. Pursuant to the applicable RSU award agreement by and between the Issuer and the Reporting Person, shares of the Issuer's common stock were delivered on a one-for-one basis upon the settlement of the RSUs.

Read SEC document
April 16, 2025 Filed Apr 18, 2025 20:13 UTC Centuri Holdings, Inc. CTRI · Entity 4489 GrantRestricted Stock Units · Derivative 7,338 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-007697 · form4.xml · derivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,242

Underlying: Common Stock · 7,338 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents the grant of restricted stock units ("RSUs") pursuant to the Issuer's Omnibus Incentive Plan. Each RSU is the economic equivalent of one share of the Issuer's common stock and may be settled by one share of the Issuer's common stock or, in certain cases as set forth in the applicable RSU award agreement by and between the Issuer and the Reporting Person, may be settled in cash.

F2 · derivative.exercise_date: The RSUs will vest on the day immediately before the registrant's 2026 annual meeting of stockholders.

F2 · derivative.expiration_date: The RSUs will vest on the day immediately before the registrant's 2026 annual meeting of stockholders.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 00:49 UTC Ameresco, Inc. AMRC · Entity 4847 PurchaseClass A Common Stock 5,000 $9.96 $49,800.00
Disclosure

SEC source: 0001488139-25-000032 · wk-form4_1741308590.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,503

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $9.72 to $10.14, inclusive. The reporting person undertakes to provide to Ameresco, Inc., any security holder of Ameresco, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote 1 to this Form 4.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 23:43 UTC CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 GrantCommon Stock 2,645 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-008613 · form4.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,215.27

F1 · shares: Restricted stock granted on 3/4/2025 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with one-year cliff vesting term, vesting 100% on the first anniversary of the grant date.

F2 · balance_after: Holdings include shares acquired in dividend reinvestment transactions.

Read SEC document
June 13, 2024 Filed Jun 17, 2024 11:57 UTC Ameresco, Inc. AMRC · Entity 4847 Exercise / conversionRestricted Stock Unit · Derivative 3,062 $0.00 $0.00
Disclosure

SEC source: 0001488139-24-000122 · wk-form4_1718625431.xml · derivative · entry 2

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,062 shares

Expires not disclosed

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 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock").

F2 · derivative.expiration_date: The RSUs vest in full on the first anniversary of the grant date

Read SEC document
June 13, 2024 Filed Jun 17, 2024 11:57 UTC Ameresco, Inc. AMRC · Entity 4847 Exercise / conversionClass A Common Stock 3,062 $0.00 $0.00
Disclosure

SEC source: 0001488139-24-000122 · wk-form4_1718625431.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,503

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 05, 2024 Filed Jun 7, 2024 01:32 UTC CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 GrantCommon Stock 2,488 $49.62 $123,454.56
Disclosure

SEC source: 0001127602-24-018097 · form4.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,559.27

F1 · shares: Restricted stock granted 6/5/2024 pursuant to the California Water Service Group equity incentive plan exempt under Rule 16-b-3. RSA vests with cliff vesting term, vesting 100% on 03/05/2025

F2 · balance_after: Holdings include shares acquired in dividend reinvestment transactions.

Read SEC document
June 04, 2024 Filed Jun 6, 2024 20:11 UTC Ameresco, Inc. AMRC · Entity 4847 GrantRestricted Stock Unit · Derivative 4,886 $0.00 $0.00
Disclosure

SEC source: 0001488139-24-000098 · wk-form4_1717704696.xml · derivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,886

Underlying: Class A Common Stock · 4,886 shares

Expires 2025-06-04

F1 · security: Annual grant pursuant to Ameresco, Inc.'s non-employee director compensaiton plan.

F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock").

F3 · derivative.exercise_date: The RSUs vest in full on the first anniversary of the grant date, assuming continues service through the vesting date.

F3 · derivative.expiration_date: The RSUs vest in full on the first anniversary of the grant date, assuming continues service through the vesting date.

Read SEC document
May 15, 2024 Filed Jun 11, 2024 20:14 UTC STERLING INFRASTRUCTURE, INC. STRL · Entity 3384 GiftCommon Stock 1,122 $0.00 $0.00
Disclosure

SEC source: 0000874238-24-000112 · wk-form4_1718136886.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,601

F1 · shares: Reflects the gift of common stock to a charitable donor advised fund.

Read SEC document
May 09, 2024 Filed May 10, 2024 21:49 UTC STERLING INFRASTRUCTURE, INC. STRL · Entity 3384 GrantCommon Stock 1,074 $0.00 $0.00
Disclosure

SEC source: 0000874238-24-000094 · wk-form4_1715377754.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,723

F1 · shares: These shares were awarded to the Reporting Person by the Company pursuant to the Company's standard director compensation arrangements for non-employee directors.

Read SEC document
April 30, 2024 Filed May 2, 2024 20:17 UTC Centuri Holdings, Inc. CTRI · Entity 4489 GrantRestricted Stock Units · Derivative 6,904 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-009247 · form4.xml · derivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,904

Underlying: Common Stock · 6,904 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents the grant of restricted stock units ("RSUs") pursuant to the Issuer's Omnibus Incentive Plan. Each RSU is the economic equivalent of one share of the Issuer's common stock and may be settled by delivery of an equal number of shares of the Issuer's common stock or, in certain cases as set forth in the applicable RSU award agreement by and between the Issuer and the Reporting Person, may be settled in cash.

F2 · derivative.exercise_date: The RSUs will vest on the first anniversary of the date of grant.

F2 · derivative.expiration_date: The RSUs will vest on the first anniversary of the date of grant.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 20:52 UTC Centuri Holdings, Inc. CTRI · Entity 4489 PurchaseCommon Stock 11,000 $21.00 $231,000.00
Disclosure

SEC source: 0001062993-24-008651 · form4.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,000

F1 · shares: Represents shares acquired pursuant to a reserved share program in connection with the Issuer's initial public offering.

Read SEC document
April 20, 2024 Filed Apr 22, 2024 21:43 UTC Ameresco, Inc. AMRC · Entity 4847 Exercise / conversionRestricted Stock Unit · Derivative 441 $0.00 $0.00
Disclosure

SEC source: 0001488139-24-000066 · wk-form4_1713822185.xml · derivative · entry 2

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 441 shares

Expires not disclosed

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 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock").

F2 · derivative.expiration_date: The RSUs vest in full on the first anniversary of the grant date

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April 20, 2024 Filed Apr 22, 2024 21:43 UTC Ameresco, Inc. AMRC · Entity 4847 Exercise / conversionClass A Common Stock 441 $0.00 $0.00
Disclosure

SEC source: 0001488139-24-000066 · wk-form4_1713822185.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 441

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.

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March 05, 2024 Filed Mar 7, 2024 23:20 UTC CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 GrantCommon Stock 2,477 $45.37 $112,381.49
Disclosure

SEC source: 0001127602-24-009079 · form4.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,544

F1 · shares: Restricted stock granted 3/5/2024 pursuant to the California Water Service Group equity incentive plan exempt under Rule 16-b-3. RSA vests with one-year cliff vesting term, vesting 100% on the first anniversary of the grant date.

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March 05, 2024 Filed Mar 19, 2024 01:44 UTC Amendment CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 GrantCommon Stock 0 $0.00 $0.00
Disclosure

SEC source: 0001214659-24-004762 · marketforms-65247.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,067

F1 · shares: This amendment is being made solely to remove 2,477 shares of Common Stock reported in the original Form 4 pursuant to a restricted stock grant that was ultimately not effected.

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August 01, 2023 Filed Aug 2, 2023 19:19 UTC CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 GrantCommon Stock 1,067 $52.05 $55,537.35
Disclosure

SEC source: 0001127602-23-021824 · form4.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,067

F1 · shares: Restricted stock granted 07/01/2023 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with a cliff vesting term, vesting 100% on the 03/07/2024.

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June 13, 2023 Filed Jun 15, 2023 20:57 UTC Ameresco, Inc. AMRC · Entity 4847 GrantRestricted Stock Unit · Derivative 3,062 $0.00 $0.00
Disclosure

SEC source: 0001488139-23-000109 · wk-form4_1686862636.xml · derivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,062

Underlying: Class A Common Stock · 3,062 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock").

F2 · derivative.expiration_date: The RSUs vest in full on the first anniversary of the grant date

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May 03, 2023 Filed May 4, 2023 19:26 UTC STERLING INFRASTRUCTURE, INC. STRL · Entity 3384 GrantCommon Stock 3,353 $40.26 $134,991.78
Disclosure

SEC source: 0000874238-23-000080 · wf-form4_168322837506636.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,649

F1 · shares: Represents restricted shares awarded to the Reporting Person by the Company pursuant to the Company's standard director compensation arrangements for non-employee directors. The shares are subject to restrictions on their sale or other transfer and to forfeiture under certain circumstances.

F2 · balance_after: As of the date of this filing, only the 3,353 shares just awarded are subject to restrictions on their sale or other transfer and to forfeiture under certain circumstances.

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April 20, 2023 Filed Apr 24, 2023 20:30 UTC Ameresco, Inc. AMRC · Entity 4847 GrantRestricted Stock Unit · Derivative 441 $0.00 $0.00
Disclosure

SEC source: 0001488139-23-000049 · wf-form4_168236820275554.xml · derivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 441

Underlying: Class A Common Stock · 441 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock").

F2 · derivative.exercise_date: The RSUs vest in full on the first anniversary of the grant date

F2 · derivative.expiration_date: The RSUs vest in full on the first anniversary of the grant date

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May 04, 2022 Filed May 6, 2022 14:03 UTC STERLING INFRASTRUCTURE, INC. STRL · Entity 3384 GrantCommon Stock 4,269 $0.00 $0.00
Disclosure

SEC source: 0000874238-22-000060 · wf-form4_165184577676603.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,296

F1 · shares: Represents restricted shares awarded to the Reporting Person by the Company pursuant to the Company's standard director compensation arrangements for non-employee directors. The shares are subject torestrictions on their sale or other transfer and to forfeiture under certain circumstances.

F2 · balance_after: As of the date of this filing, only the 4,269 shares just awarded are subject to restrictions on their sale or other transfer and to forfeiture under certain circumstances.

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May 01, 2022 Filed May 2, 2022 21:37 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 Tax withholdingCommon Stock 448 $99.11 $44,401.28
Disclosure

SEC source: 0001398889-22-000132 · wf-form4_165152743516832.xml · nonDerivative · entry 3

Patton Charles R. · CIK 0001473188 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,242

F4 · shares: A portion of Mr. Patton's restricted stock units (988) that were granted 2/15/2021 vested on 5/1/2022. Upon vesting 448 restricted stock units were withheld to satisfy the reporting person's tax liability.

F2 · price: Value is based on the closing price of the stock.

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May 01, 2022 Filed May 2, 2022 21:37 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 Tax withholdingCommon Stock 324 $99.11 $32,111.64
Disclosure

SEC source: 0001398889-22-000132 · wf-form4_165152743516832.xml · nonDerivative · entry 2

Patton Charles R. · CIK 0001473188 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,690

F3 · shares: A portion of Mr. Patton's restricted stock units (716) that were granted 2/17/2020 vested on 5/1/2022. Upon vesting 324 restricted stock units were withheld to satisfy the reporting person's tax liability.

F2 · price: Value is based on the closing price of the stock.

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May 01, 2022 Filed May 2, 2022 21:37 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 Tax withholdingCommon Stock 437 $99.11 $43,311.07
Disclosure

SEC source: 0001398889-22-000132 · wf-form4_165152743516832.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,014

F1 · shares: A portion of Mr. Patton's restricted stock units (965) that were granted 2/18/2019 vested on 5/1/2022. Upon vesting 437 restricted stock units were withheld to satisfy the reporting person's tax liability.

F2 · price: Value is based on the closing price of the stock.

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February 25, 2022 Filed Feb 28, 2022 19:11 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 SaleCommon Stock 5,575 $87.19 $486,084.25
Disclosure

SEC source: 0001398889-22-000062 · wf-form4_164607548342895.xml · nonDerivative · entry 3

Patton Charles R. · CIK 0001473188 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,368

Read SEC document
February 24, 2022 Filed Feb 28, 2022 19:11 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 Tax withholdingCommon Stock 3,297 $0.00 $0.00
Disclosure

SEC source: 0001398889-22-000062 · wf-form4_164607548342895.xml · nonDerivative · entry 2

Patton Charles R. · CIK 0001473188 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,943

Read SEC document
February 24, 2022 Filed Feb 28, 2022 19:11 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantCommon Stock 8,872 $0.00 $0.00
Disclosure

SEC source: 0001398889-22-000062 · wf-form4_164607548342895.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,240

Read SEC document
February 21, 2022 Filed Feb 23, 2022 16:32 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantResticted Stock Units 2,625 $0.00 $0.00
Disclosure

SEC source: 0001398889-22-000043 · wf-form4_164563395613841.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,368

F1 · security: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on May 1, 2023, May 1, 2024 and May 1, 2025.

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May 05, 2021 Filed May 6, 2021 19:13 UTC STERLING INFRASTRUCTURE, INC. STRL · Entity 3384 GrantCommon Stock 4,307 $0.00 $0.00
Disclosure

SEC source: 0000874238-21-000047 · wf-form4_162032838357303.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,027

F1 · shares: Represents restricted shares awarded to the Reporting Person by the Company pursuant to the Company's standard director compensation arrangements for non-employee directors. The shares are subject to restrictions on their sale or other transfer and to forfeiture under certain circumstances.

F2 · balance_after: As of the date of this filing, only the 4,307 shares just awarded are subject to restrictions on their sale or other transfer and to forfeiture under certain circumstances.

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May 04, 2021 Filed May 5, 2021 17:33 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 SaleCommon Stock 1,507 $88.39 $133,203.73
Disclosure

SEC source: 0001398889-21-000120 · edgar.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,605

F1 · security: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 4, 2020.

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May 01, 2021 Filed May 4, 2021 20:14 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 Tax withholdingCommon Stock 315 $88.71 $27,943.65
Disclosure

SEC source: 0001398889-21-000104 · edgar.xml · nonDerivative · entry 3

Patton Charles R. · CIK 0001473188 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,112

F3 · shares: A portion of Mr. Patton's restricted stock units (692) that were granted 2/17/2020 vested on 5/1/2021. Upon vesting 315 restricted stock units were withheld to satisfy the reporting person's tax liability.

F4 · price: Value is based on the closing price of the stock.

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May 01, 2021 Filed May 4, 2021 20:14 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 Tax withholdingCommon Stock 424 $88.71 $37,613.04
Disclosure

SEC source: 0001398889-21-000104 · edgar.xml · nonDerivative · entry 2

Patton Charles R. · CIK 0001473188 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,427

F2 · shares: A portion of Mr. Patton's restricted stock units (933) that were granted 2/18/2019 vested on 5/1/2021. Upon vesting 424 restricted stock units were withheld to satisfy the reporting person's tax liability.

F4 · price: Value is based on the closing price of the stock.

Read SEC document
May 01, 2021 Filed May 4, 2021 20:14 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 Tax withholdingCommon Stock 516 $88.71 $45,774.36
Disclosure

SEC source: 0001398889-21-000104 · edgar.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,851

F1 · shares: A portion of Mr. Patton's restricted stock units (1,137) that were granted 2/19/2018 vested on 5/1/2021. Upon vesting 516 restricted stock units were withheld to satisfy the reporting person's tax liability.

F4 · price: Value is based on the closing price of the stock.

Read SEC document
March 23, 2021 Filed Mar 25, 2021 12:18 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 SaleCommon Stock 14,791 $85.00 $1,257,235.00
Disclosure

SEC source: 0001398889-21-000058 · edgar.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,367

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 4, 2020.

Read SEC document
February 25, 2021 Filed Mar 1, 2021 19:00 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 Tax withholdingCommon Stock 5,930 $0.00 $0.00
Disclosure

SEC source: 0001398889-21-000041 · edgar.xml · nonDerivative · entry 2

Patton Charles R. · CIK 0001473188 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,056.186

Read SEC document
February 25, 2021 Filed Mar 1, 2021 19:00 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantCommon Stock 13,018 $0.00 $0.00
Disclosure

SEC source: 0001398889-21-000041 · edgar.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,986

Read SEC document
February 15, 2021 Filed Feb 16, 2021 19:13 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantResticted Stock Units 2,862 $0.00 $0.00
Disclosure

SEC source: 0001398889-21-000028 · edgar.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,967.306

F1 · security: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on May 1, 2022, May 1, 2023 and May 1, 2024.

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May 06, 2020 Filed May 7, 2020 18:23 UTC STERLING INFRASTRUCTURE, INC. STRL · Entity 3384 GrantCommon Stock 7,885 $10.78 $85,000.30
Disclosure

SEC source: 0000874238-20-000074 · wf-form4_158887578934016.xml · nonDerivative · entry 1

Patton Charles R. · CIK 0001473188 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,720

F1 · shares: These shares were awarded to the Reporting Person by the Company pursuant to the Company's standard director compensation arrangements for non-employee directors.

F2 · price: This is calculated using a trailing 90 day average stock price.

F3 · balance_after: Of these shares, only the 7,885 shares just awarded are subject to restrictions on their sale or other transfer and to forfeiture under certain circumstances.

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May 01, 2020 Filed May 5, 2020 18:36 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 Tax withholdingCommon Stock 409 $81.39 $33,288.51
Disclosure

SEC source: 0001398889-20-000095 · edgar.xml · nonDerivative · entry 3

Patton Charles R. · CIK 0001473188 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,976

F3 · shares: A portion of Mr. Patton's restricted stock units (901) that were granted 2/18/2019 vested on 5/1/2020. Upon vesting 409 restricted stock units were withheld to satisfy the reporting person's tax liability.

F4 · price: Value is based on the closing price of the stock.

Read SEC document
May 01, 2020 Filed May 5, 2020 18:36 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 Tax withholdingCommon Stock 499 $81.39 $40,613.61
Disclosure

SEC source: 0001398889-20-000095 · edgar.xml · nonDerivative · entry 2

Patton Charles R. · CIK 0001473188 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,385

F2 · shares: A portion of Mr. Patton's restricted stock units (1,099) that were granted 2/19/2018 vested on 5/1/2020. Upon vesting 499 restricted stock units were withheld to satisfy the reporting person's tax liability.

F4 · price: Value is based on the closing price of the stock.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.