Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ameresco, Inc.AMRC · Entity 4847 | Co-President | September 15, 2026 | September 17, 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.
Ameresco, Inc.
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 33,628 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Sale · Disposed 592 · Balance 33,628 F1: The shares were sold pursuant to an automatic sell-to-cover instruction signed March 6, 2025 solely to cover applicable withholding taxes in connection with the vesting of RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were sold pursuant to an automatic sell-to-cover instruction signed March 6, 2025 solely to cover applicable withholding taxes in connection with the vesting of RSUs.
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 02, 2017 Filed May 4, 2017 21:01 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 23,175 | $4.22 | $97,798.50 |
DisclosureSEC source: 0001488139-17-000027 · wf-form4_149393170001730.xml · nonDerivative · entry 1 Maltezos Louis P · CIK 0001496402 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,175 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 18, 2017 Filed Apr 19, 2017 20:59 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionStock Option (right to purchase) · Derivative | 23,175 | $4.22 Strike: $4.22 | $97,798.50 |
DisclosureSEC source: 0001488139-17-000017 · wf-form4_149263554158453.xml · derivative · entry 3 Maltezos Louis P · CIK 0001496402 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,525 Underlying: Class A Common Stock · 23,175 shares Expires 2017-07-25 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: Of the shares subject to the option, 20% vested on July 25, 2008, and the remainder vested in 16 equal quarterly installments thereafter. Read SEC document |
| April 18, 2017 Filed Apr 19, 2017 20:59 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 23,175 | $6.15 | $142,526.25 |
DisclosureSEC source: 0001488139-17-000017 · wf-form4_149263554158453.xml · nonDerivative · entry 2 Maltezos Louis P · CIK 0001496402 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 6, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.05 to $6.45, 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 sold at each separate price within the range set forth in this footnote (2) to this Form 4. Read SEC document |
| April 18, 2017 Filed Apr 19, 2017 20:59 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 23,175 | $4.22 | $97,798.50 |
DisclosureSEC source: 0001488139-17-000017 · wf-form4_149263554158453.xml · nonDerivative · entry 1 Maltezos Louis P · CIK 0001496402 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,175 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 04, 2017 Filed Apr 6, 2017 20:31 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionStock Option (right to purchase) · Derivative | 23,175 | $4.22 Strike: $4.22 | $97,798.50 |
DisclosureSEC source: 0001488139-17-000016 · wf-form4_149151068057143.xml · derivative · entry 3 Maltezos Louis P · CIK 0001496402 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,700 Underlying: Class A Common Stock · 23,175 shares Expires 2017-07-25 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: Of the shares subject to the option, 20% vested on July 25, 2008, and the remainder vested in 16 equal quarterly installments thereafter. Read SEC document |
| April 04, 2017 Filed Apr 6, 2017 20:31 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 23,175 | $6.27 | $145,307.25 |
DisclosureSEC source: 0001488139-17-000016 · wf-form4_149151068057143.xml · nonDerivative · entry 2 Maltezos Louis P · CIK 0001496402 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 6, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.05 to $6.45, 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 sold at each separate price within the range set forth in this footnote (2) to this Form 4. Read SEC document |
| April 04, 2017 Filed Apr 6, 2017 20:31 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 23,175 | $4.22 | $97,798.50 |
DisclosureSEC source: 0001488139-17-000016 · wf-form4_149151068057143.xml · nonDerivative · entry 1 Maltezos Louis P · CIK 0001496402 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,175 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 21, 2017 Filed Mar 23, 2017 21:35 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionStock Option (right to purchase) · Derivative | 23,175 | $4.22 Strike: $4.22 | $97,798.50 |
DisclosureSEC source: 0001488139-17-000015 · wf-form4_149030491708658.xml · derivative · entry 3 Maltezos Louis P · CIK 0001496402 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,875 Underlying: Class A Common Stock · 23,175 shares Expires 2017-07-25 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: Of the shares subject to the option, 20% vested on July 25, 2008, and the remainder vested in 16 equal quarterly installments thereafter. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 21:35 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 23,175 | $5.84 | $135,342.00 |
DisclosureSEC source: 0001488139-17-000015 · wf-form4_149030491708658.xml · nonDerivative · entry 2 Maltezos Louis P · CIK 0001496402 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 6, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.75 to $6.10, 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 sold at each separate price within the range set forth in this footnote (2) to this Form 4. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 21:35 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 23,175 | $4.22 | $97,798.50 |
DisclosureSEC source: 0001488139-17-000015 · wf-form4_149030491708658.xml · nonDerivative · entry 1 Maltezos Louis P · CIK 0001496402 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,175 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.