Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ameresco, Inc.AMRC · Entity 4847 | President - Renewable Fuels | March 10, 2026 | March 12, 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 March 10, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 13,634 |
Reported balance
After 2026-03-10 transaction · row 1
1 source rowRow 1 · 2026-03-10 · Exercise / conversion · Acquired 875 · Balance 13,634 |
| Stock Option (right to purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $26.36 | Direct | 20,000 |
Reported balance
After 2026-03-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-10 · Grant · Acquired 20,000 · Balance 20,000 F1: Of the shares subject to the option, 20% vest on each of anniversary of the grant date of March 10, 2026 over a period of five years. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 6,625 |
Reported balance
After 2026-03-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-10 · Grant · Acquired 4,000 · Balance 6,625 F2: Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock"). F3: Each RSU vests over two years with 25% vesting on each 6-month anniversary of the applicable grant date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 5,750 |
Reported balance
After 2026-03-10 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-10 · Exercise / conversion · Disposed 875 · Balance 5,750 F2: Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock"). F3: Each RSU vests over two years with 25% vesting on each 6-month anniversary of the applicable grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Of the shares subject to the option, 20% vest on each of anniversary of the grant date of March 10, 2026 over a period of five years.
F2: Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock").
F3: Each RSU vests over two years with 25% vesting on each 6-month anniversary of the applicable grant date.
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 |
|---|---|---|---|---|---|---|
| November 24, 2020 Filed Nov 25, 2020 17:17 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionStock Option (right to purchase) · Derivative | 5,000 | $4.64 Strike: $4.64 | $23,200.00 |
DisclosureSEC source: 0001488139-20-000100 · wf-form4_160634262847963.xml · derivative · entry 4 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,201 Underlying: Class A Common Stock · 5,000 shares Expires 2026-05-09 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 24, 2020 Filed Nov 25, 2020 17:17 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 20,137 | $44.92 | $904,554.04 |
DisclosureSEC source: 0001488139-20-000100 · wf-form4_160634262847963.xml · nonDerivative · entry 3 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.75 to $45.41, 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 (1) to this Form 4. Read SEC document |
| November 24, 2020 Filed Nov 25, 2020 17:17 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 15,137 | $4.64 | $70,235.68 |
DisclosureSEC source: 0001488139-20-000100 · wf-form4_160634262847963.xml · nonDerivative · entry 2 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,137 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 24, 2020 Filed Nov 25, 2020 17:17 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 5,000 | $4.64 | $23,200.00 |
DisclosureSEC source: 0001488139-20-000100 · wf-form4_160634262847963.xml · nonDerivative · entry 1 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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 20, 2020 Filed Nov 23, 2020 16:40 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionStock Option (right to purchase) · Derivative | 2,533 | $4.64 Strike: $4.64 | $11,753.12 |
DisclosureSEC source: 0001488139-20-000091 · wf-form4_160616762368318.xml · derivative · entry 6 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,137 Underlying: Class A Common Stock · 2,533 shares Expires 2026-05-09 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_date: Of the shares subject to the option, 20% vested on May 10, 2017, and the remainder vest in four equal installments on each of the subsequent four anniversaries of such date. Read SEC document |
| November 20, 2020 Filed Nov 23, 2020 16:40 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 2,533 | $43.75 | $110,818.75 |
DisclosureSEC source: 0001488139-20-000091 · wf-form4_160616762368318.xml · nonDerivative · entry 4 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 20, 2020 Filed Nov 23, 2020 16:40 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 2,533 | $4.64 | $11,753.12 |
DisclosureSEC source: 0001488139-20-000091 · wf-form4_160616762368318.xml · nonDerivative · entry 3 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,533 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 19, 2020 Filed Nov 23, 2020 16:40 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionStock Option (right to purchase) · Derivative | 2,330 | $4.64 Strike: $4.64 | $10,811.20 |
DisclosureSEC source: 0001488139-20-000091 · wf-form4_160616762368318.xml · derivative · entry 5 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,670 Underlying: Class A Common Stock · 2,330 shares Expires 2026-05-09 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_date: Of the shares subject to the option, 20% vested on May 10, 2017, and the remainder vest in four equal installments on each of the subsequent four anniversaries of such date. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 16:40 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 2,330 | $43.75 | $101,937.50 |
DisclosureSEC source: 0001488139-20-000091 · wf-form4_160616762368318.xml · nonDerivative · entry 2 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 16:40 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 2,330 | $4.64 | $10,811.20 |
DisclosureSEC source: 0001488139-20-000091 · wf-form4_160616762368318.xml · nonDerivative · entry 1 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,330 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 05, 2020 Filed Mar 9, 2020 17:18 UTC | Ameresco, Inc. AMRC · Entity 4847 | GrantClass A Common Stock · Derivative | 35,000 | $0.00 Strike: $22.53 | $0.00 |
DisclosureSEC source: 0001488139-20-000018 · wf-form4_158378869855557.xml · derivative · entry 1 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Class A Common Stock · 35,000 shares Expires 2030-03-04 F1 · derivative.exercise_date: Of the shares subject to the option, 20% vest on March 5, 2021, and the remainder vest in four equal installments on each of the subsequent four anniversaries of such date. Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 16:39 UTC | Ameresco, Inc. AMRC · Entity 4847 | GrantStock Option (right to purchase) · Derivative | 47,201 | $0.00 Strike: $4.64 | $0.00 |
DisclosureSEC source: 0001488139-19-000032 · wf-form4_155363275214665.xml · derivative · entry 1 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,201 Underlying: Class A Common Stock · 47,201 shares Expires 2026-05-09 F1 · balance_after: On May 10, 2016, the reporting person was granted an option to purchase 50,000 shares of Class A common stock. The option vested based on continued service to Ameresco, Inc. and performance relative to goals established for the three-year performance period from January 1, 2016 to December 31, 2018. Based on the level of achievement of these goals, as determined by Ameresco, Inc.'s Compensation Committee, this option vested as to 47,201 shares. Read SEC document |
| February 20, 2019 Filed Feb 21, 2019 16:55 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 68,476 | $15.24 | $1,043,574.24 |
DisclosureSEC source: 0001488139-19-000010 · wf-form4_155078612308645.xml · nonDerivative · entry 1 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2018. Read SEC document |
| February 19, 2019 Filed Feb 20, 2019 16:50 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 14,039 | $15.24 | $213,954.36 |
DisclosureSEC source: 0001488139-19-000008 · wf-form4_155069940629190.xml · nonDerivative · entry 2 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,476 Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 16:50 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 23,190 | $15.24 | $353,415.60 |
DisclosureSEC source: 0001488139-19-000008 · wf-form4_155069940629190.xml · nonDerivative · entry 1 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,515 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2018. Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 16:55 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 3,625 | $15.24 | $55,259.50 |
DisclosureSEC source: 0001488139-19-000006 · wf-form4_154949008728257.xml · nonDerivative · entry 2 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,705 F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $15.24 to $15.42, 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 (3) to this Form 4. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 16:55 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 2,720 | $15.24 | $41,455.52 |
DisclosureSEC source: 0001488139-19-000006 · wf-form4_154949008728257.xml · nonDerivative · entry 1 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,330 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2018. F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $15.24 to $15.25, 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 (2) to this Form 4. Read SEC document |
| January 18, 2019 Filed Jan 22, 2019 16:10 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 100 | $15.24 | $1,524.00 |
DisclosureSEC source: 0001488139-19-000004 · wf-form4_154819141733890.xml · nonDerivative · entry 1 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,050 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2018. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 16:55 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 12,042 | $15.24 | $183,568.25 |
DisclosureSEC source: 0001488139-19-000003 · wf-form4_154784853659889.xml · nonDerivative · entry 1 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,150 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2018. F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $15.27 to $15.24, 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 |
| January 15, 2019 Filed Jan 16, 2019 16:47 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 100 | $15.24 | $1,524.00 |
DisclosureSEC source: 0001488139-19-000002 · wf-form4_154767522861031.xml · nonDerivative · entry 2 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,192 Read SEC document |
| January 14, 2019 Filed Jan 16, 2019 16:47 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 100 | $15.27 | $1,527.00 |
DisclosureSEC source: 0001488139-19-000002 · wf-form4_154767522861031.xml · nonDerivative · entry 1 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,292 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2018. Read SEC document |
| January 11, 2019 Filed Jan 14, 2019 17:01 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 11,715 | $15.26 | $178,759.19 |
DisclosureSEC source: 0001488139-19-000001 · wf-form4_154750324989650.xml · nonDerivative · entry 2 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,392 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $15.24 to $15.34, 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 (2) to this Form 4. Read SEC document |
| January 10, 2019 Filed Jan 14, 2019 17:01 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 1,393 | $15.25 | $21,243.25 |
DisclosureSEC source: 0001488139-19-000001 · wf-form4_154750324989650.xml · nonDerivative · entry 1 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,107 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2018. Read SEC document |
| February 02, 2018 Filed Feb 20, 2018 16:29 UTC | Ameresco, Inc. AMRC · Entity 4847 | GrantStock Option (right to purchase) · Derivative | 25,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001488139-18-000005 · wf-form4_151916218198949.xml · derivative · entry 1 Bakas Michael T · CIK 0001496601 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Class A Common Stock · 25,000 shares Expires 2028-02-01 F1 · derivative.exercise_date: Of the shares subject to the option, 20% vest on February 2, 2019, and the remainder vest in four equal installments on each of the subsequent four anniversaries of such date. Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 17:12 UTC | Ameresco, Inc. AMRC · Entity 4847 | GrantStock Option (right to puchase) · Derivative | 25,000 | $0.00 Strike: $5.80 | $0.00 |
DisclosureSEC source: 0001488139-17-000013 · wf-form4_148943951897097.xml · derivative · entry 1 Bakas Michael T · CIK 0001496601 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Class A Common Stock · 25,000 shares Expires 2027-03-08 F1 · derivative.exercise_date: Of the shares subject to the option, 20% vest on March 9, 2018, and the remainder vest in four equal installments on each of the subsequent four anniversaries of such date. 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.