Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Energy Recovery, Inc.ERII · Entity 5679 | Chief Technology Officer | March 05, 2026 | March 06, 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 March 05, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,565 |
Reported balance
After 2026-03-05 transaction · row 1
1 source rowRow 1 · 2026-03-05 · Sale · Disposed 272 · Balance 52,565 |
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 05, 2026 Filed Mar 6, 2026 18:48 UTC | Energy Recovery, Inc. ERII · Entity 5679 | SaleCommon Stock | 272 | $10.57 | $2,875.04 |
DisclosureSEC source: 0002058874-26-000002 · wk-form4_1772840909.xml · nonDerivative · entry 1 Ramanan Natarajan · CIK 0002058874 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,565 Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 16:57 UTC | Energy Recovery, Inc. ERII · Entity 5679 | Tax withholdingCommon Stock | 2,724 | $10.22 | $27,839.28 |
DisclosureSEC source: 0001421517-26-000024 · wk-form4_1772661438.xml · nonDerivative · entry 1 Ramanan Natarajan · CIK 0002058874 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,837 F1 · shares: Payment of tax obligation by withholding securities incident to the vesting of securities in accordance with Rule 16b-3(e). Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 16:55 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 29,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001421517-26-000013 · wk-form4_1771538142.xml · nonDerivative · entry 1 Ramanan Natarajan · CIK 0002058874 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,561 F1 · shares: These employee restricted stock units were granted on the transaction date. 25% of the restricted stock units will vest on the first four anniversaries of the grant date. F2 · shares: Each restricted stock unit represents the right to receive, at settlement, one (1) share of the Company's common stock. Read SEC document |
| March 03, 2025 Filed Mar 12, 2025 17:04 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantEmployee Stock Option (Right to Buy) · Derivative | 65,030 | $15.12 Strike: $0.00 | $983,253.60 |
DisclosureSEC source: 0001421517-25-000056 · wk-form4_1741813453.xml · derivative · entry 2 Ramanan Natarajan · CIK 0002058874 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,030 Underlying: Common Stock · 65,030 shares Expires 2035-03-03 F3 · derivative.exercise_date: This employee stock option was granted on the transaction date. 25% of the options will vest on the 1st anniversary of the grant date; thereafter, the remaining 75% vest 1/36th per month. Read SEC document |
| March 03, 2025 Filed Mar 12, 2025 17:04 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 26,455 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001421517-25-000056 · wk-form4_1741813453.xml · nonDerivative · entry 1 Ramanan Natarajan · CIK 0002058874 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,455 F1 · shares: Each restricted stock unit represents the right to receive, at settlement, one (1) share of the Company's common stock. F2 · price: These employee restricted stock units were granted on the transaction date. 25% of the restricted stock units will vest on the first four anniversaries of the grant date. Each restricted stock unit represents the right to receive, at settlement, one (1) share of the Company's common stock. 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.