Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ameresco, Inc.AMRC · Entity 4847 | EVP and CFO | August 12, 2024 | August 14, 2024 |
| STEM, INC.STEM · Entity 7172 | Chief Financial Officer & EVP | September 03, 2024 | September 03, 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.
Ameresco, Inc.
Report date August 12, 2024 · Filed August 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,878 |
Ending reported balance
After 2024-08-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-08-12 · Exercise / conversion · Acquired 5,000 · Balance 6,878 Row 2 · 2024-08-12 · Sale · Disposed 5,000 · Balance 1,878 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.53 to $26.57, 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. |
| Stock Option (right to puchase)SEC Table II · derivative / convertible security · Conversion / exercise price $14.24 · Expires 2029-07-28 | Direct | 33,000 |
Reported balance
After 2024-08-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-08-12 · Exercise / conversion · Disposed 5,000 · Balance 33,000 F2: Of the shares subject to the option, 20% vested on each of anniversary of the grant date of July 29, 2019 over a period of five years. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.53 to $26.57, 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.
F2: Of the shares subject to the option, 20% vested on each of anniversary of the grant date of July 29, 2019 over a period of five years.
STEM, INC.
Report date September 03, 2024 · Filed September 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 444,444 |
Reported balance
After 2024-09-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-09-03 · Grant · Acquired 444,444 · Balance 444,444 F1: The RSU award vests 100% on November 7, 2025. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,277,777 |
Reported balance
After 2024-09-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-09-03 · Grant · Acquired 833,333 · Balance 1,277,777 F2: The RSU award vests in three annual installments (33% / 33% / 34%). |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.58 | Direct | 277,778 |
Reported balance
After 2024-09-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-09-03 · Grant · Acquired 277,778 · Balance 277,778 F3: The option award vests in three annual installments (33% / 33% / 34%). |
Filing footnotes · ownership attribution and instrument terms
F1: The RSU award vests 100% on November 7, 2025.
F2: The RSU award vests in three annual installments (33% / 33% / 34%).
F3: The option award vests in three annual installments (33% / 33% / 34%).
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 |
|---|---|---|---|---|---|---|
| September 03, 2024 Filed Sep 3, 2024 16:36 UTC | STEM, INC. STEM · Entity 7172 | GrantStock Option (Right to Buy) · Derivative | 277,778 | $0.00 Strike: $0.58 | $0.00 |
DisclosureSEC source: 0001758766-24-000164 · wk-form4_1725395804.xml · derivative · entry 3 Hole Spencer Doran · CIK 0001783379 · Chief Financial Officer & EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277,778 Underlying: Common Stock, Par Value $0.0001 Per Share · 277,778 shares Expires not disclosed F3 · derivative.exercise_date: The option award vests in three annual installments (33% / 33% / 34%). F3 · derivative.expiration_date: The option award vests in three annual installments (33% / 33% / 34%). Read SEC document |
| September 03, 2024 Filed Sep 3, 2024 16:36 UTC | STEM, INC. STEM · Entity 7172 | GrantRestricted Stock Unit · Derivative | 833,333 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001758766-24-000164 · wk-form4_1725395804.xml · derivative · entry 2 Hole Spencer Doran · CIK 0001783379 · Chief Financial Officer & EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,277,777 Underlying: Common Stock, Par Value $0.0001 Per Share · 833,333 shares Expires not disclosed F2 · derivative.exercise_date: The RSU award vests in three annual installments (33% / 33% / 34%). F2 · derivative.expiration_date: The RSU award vests in three annual installments (33% / 33% / 34%). Read SEC document |
| September 03, 2024 Filed Sep 3, 2024 16:36 UTC | STEM, INC. STEM · Entity 7172 | GrantRestricted Stock Unit · Derivative | 444,444 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001758766-24-000164 · wk-form4_1725395804.xml · derivative · entry 1 Hole Spencer Doran · CIK 0001783379 · Chief Financial Officer & EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 444,444 Underlying: Common Stock, Par Value $0.0001 Per Share · 444,444 shares Expires not disclosed F1 · derivative.exercise_date: The RSU award vests 100% on November 7, 2025. F1 · derivative.expiration_date: The RSU award vests 100% on November 7, 2025. Read SEC document |
| August 12, 2024 Filed Aug 14, 2024 16:56 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionStock Option (right to puchase) · Derivative | 5,000 | $0.00 Strike: $14.24 | $0.00 |
DisclosureSEC source: 0001488139-24-000143 · wk-form4_1723668996.xml · derivative · entry 3 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,000 Underlying: Class A Common Stock · 5,000 shares Expires 2029-07-28 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: Of the shares subject to the option, 20% vested on each of anniversary of the grant date of July 29, 2019 over a period of five years. Read SEC document |
| August 12, 2024 Filed Aug 14, 2024 16:56 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 5,000 | $26.53 | $132,650.00 |
DisclosureSEC source: 0001488139-24-000143 · wk-form4_1723668996.xml · nonDerivative · entry 2 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,878 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.53 to $26.57, 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 |
| August 12, 2024 Filed Aug 14, 2024 16:56 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 5,000 | $14.24 | $71,200.00 |
DisclosureSEC source: 0001488139-24-000143 · wk-form4_1723668996.xml · nonDerivative · entry 1 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,878 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 19, 2024 Filed Mar 19, 2024 18:42 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 108 | $20.53 | $2,217.24 |
DisclosureSEC source: 0001488139-24-000051 · wk-form4_1710888114.xml · nonDerivative · entry 2 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,878 F2 · kind: The shares were sold pursuant to an automatic sell-to-cover instruction signed March 6, 2023 in connection with the grant of the RSUs solely to cover applicable withholding taxes in connection with the partial vesting of the RSUs. Read SEC document |
| March 17, 2024 Filed Mar 19, 2024 18:42 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionRestricted Stock Unit · Derivative | 295 | $0.00 | $0.00 |
DisclosureSEC source: 0001488139-24-000051 · wk-form4_1710888114.xml · derivative · entry 3 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 590 Underlying: Class A Common Stock · 295 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock"). F4 · derivative.exercise_date: The RSUs, representing a contingent right to receive a total of 1,180 shares of Common Stock, were granted to the Reporting Person on March 17, 2023 and vests in 25% increments each six months anniversary from the grant date. F4 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 1,180 shares of Common Stock, were granted to the Reporting Person on March 17, 2023 and vests in 25% increments each six months anniversary from the grant date. Read SEC document |
| March 17, 2024 Filed Mar 19, 2024 18:42 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 295 | $0.00 | $0.00 |
DisclosureSEC source: 0001488139-24-000051 · wk-form4_1710888114.xml · nonDerivative · entry 1 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,986 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 · balance_after: Includes 403 shares of Class A Common Stock purchased under the Company's ESPP during the period June 1, 2023 to November 30, 2023. Read SEC document |
| March 08, 2024 Filed Mar 11, 2024 17:37 UTC | Ameresco, Inc. AMRC · Entity 4847 | GrantStock Option (right to puchase) · Derivative | 20,000 | $0.00 Strike: $21.13 | $0.00 |
DisclosureSEC source: 0001488139-24-000025 · wk-form4_1710193059.xml · derivative · entry 1 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 20,000 shares Expires 2034-03-07 F1 · derivative.exercise_date: Of the shares subject to the option, 20% vest on 03.08.2025, and the remainder vest in four equal installments on each of the subsequent four anniversaries of such date. Read SEC document |
| September 19, 2023 Filed Sep 19, 2023 20:24 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 92 | $43.51 | $4,002.92 |
DisclosureSEC source: 0001488139-23-000158 · wk-form4_1695169441.xml · nonDerivative · entry 2 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,288 F2 · kind: The shares were sold pursuant to an automatic sell-to-cover instruction dated March 6, 2023 required to be signed solely to cover applicable withholding taxes in connection with the vesting of RSUs. Read SEC document |
| September 17, 2023 Filed Sep 19, 2023 20:24 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionRestricted Stock Unit · Derivative | 295 | $0.00 | $0.00 |
DisclosureSEC source: 0001488139-23-000158 · wk-form4_1695169441.xml · derivative · entry 3 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 885 Underlying: Class A Common Stock · 295 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock"). F4 · derivative.exercise_date: The RSUs, representing a contingent right to receive a total of 1,180 shares of Common Stock, were granted to the Reporting Person on March 17, 2023 and vests in 25% increments each six months anniversary from the grant date. F4 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 1,180 shares of Common Stock, were granted to the Reporting Person on March 17, 2023 and vests in 25% increments each six months anniversary from the grant date. Read SEC document |
| September 17, 2023 Filed Sep 19, 2023 20:24 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 295 | $0.00 | $0.00 |
DisclosureSEC source: 0001488139-23-000158 · wk-form4_1695169441.xml · nonDerivative · entry 1 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,380 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 · balance_after: Includes 1,085 shares of Class A Common Stock purchased under the Company ESPP during the period May 31, 2021 to May 31, 2023. Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 17:19 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionStock Option (right to puchase) · Derivative | 5,000 | $0.00 Strike: $13.37 | $0.00 |
DisclosureSEC source: 0001488139-23-000145 · wk-form4_1694467145.xml · derivative · entry 3 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,000 shares Expires 2029-08-06 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. F2 · derivative.exercise_date: On August 5, 2019, the reporting person was granted an option to purchase 40,000 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, 2019 to December 31, 2021. Based on the level of achievement of these goals, as determined by Ameresco, Inc.'s Board of Directors, this option vested as to 36,000 shares. Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 17:19 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 5,000 | $41.86 | $209,300.00 |
DisclosureSEC source: 0001488139-23-000145 · wk-form4_1694467145.xml · nonDerivative · entry 2 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: No plan indicated 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 $41.83 to $41.91, 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 |
| September 07, 2023 Filed Sep 11, 2023 17:19 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 5,000 | $13.37 | $66,850.00 |
DisclosureSEC source: 0001488139-23-000145 · wk-form4_1694467145.xml · nonDerivative · entry 1 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: No plan indicated 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 |
| August 31, 2023 Filed Sep 5, 2023 16:14 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionStock Option (right to puchase) · Derivative | 5,000 | $0.00 Strike: $13.37 | $0.00 |
DisclosureSEC source: 0001488139-23-000141 · wk-form4_1693944861.xml · derivative · entry 3 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Class A Common Stock · 5,000 shares Expires 2029-08-06 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. F2 · derivative.exercise_date: On August 6, 2019, the reporting person was granted an option to purchase 40,000 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, 2020 to December 31, 2022. Based on the level of achievement of these goals, as determined by Ameresco, Inc.'s Board of Directors, this option vested as to 36,000 shares. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 16:14 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 5,000 | $43.54 | $217,700.00 |
DisclosureSEC source: 0001488139-23-000141 · wk-form4_1693944861.xml · nonDerivative · entry 2 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: No plan indicated 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 $43.25 to $44.08, 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 |
| August 31, 2023 Filed Sep 5, 2023 16:14 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 5,000 | $13.37 | $66,850.00 |
DisclosureSEC source: 0001488139-23-000141 · wk-form4_1693944861.xml · nonDerivative · entry 1 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: No plan indicated 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 |
| June 02, 2023 Filed Jun 6, 2023 18:17 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionStock Option (right to puchase) · Derivative | 5,000 | $0.00 Strike: $13.37 | $0.00 |
DisclosureSEC source: 0001488139-23-000098 · wk-form4_1686089845.xml · derivative · entry 3 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 5,000 shares Expires 2029-08-06 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. Read SEC document |
| June 02, 2023 Filed Jun 6, 2023 18:17 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 5,000 | $46.24 | $231,200.00 |
DisclosureSEC source: 0001488139-23-000098 · wk-form4_1686089845.xml · nonDerivative · entry 2 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $45.99 to $46.41 , 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 purchased at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| June 02, 2023 Filed Jun 6, 2023 18:17 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 5,000 | $13.37 | $66,850.00 |
DisclosureSEC source: 0001488139-23-000098 · wk-form4_1686089845.xml · nonDerivative · entry 1 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: No plan indicated 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 |
| May 05, 2023 Filed May 8, 2023 19:08 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionStock Option (right to puchase) · Derivative | 5,000 | $0.00 Strike: $13.37 | $0.00 |
DisclosureSEC source: 0001488139-23-000080 · wf-form4_168358727384198.xml · derivative · entry 3 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 5,000 shares Expires 2029-08-06 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. Read SEC document |
| May 05, 2023 Filed May 8, 2023 19:08 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 5,000 | $42.72 | $213,600.00 |
DisclosureSEC source: 0001488139-23-000080 · wf-form4_168358727384198.xml · nonDerivative · entry 2 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $42.53 to $42.99, inclusive. Read SEC document |
| May 05, 2023 Filed May 8, 2023 19:08 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 5,000 | $13.37 | $66,850.00 |
DisclosureSEC source: 0001488139-23-000080 · wf-form4_168358727384198.xml · nonDerivative · entry 1 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: No plan indicated 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 |
| March 17, 2023 Filed Mar 20, 2023 17:48 UTC | Ameresco, Inc. AMRC · Entity 4847 | GrantRestricted Stock Unit · Derivative | 1,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001488139-23-000028 · wf-form4_167934887073930.xml · derivative · entry 1 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,180 Underlying: Class A Common Stock · 1,180 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, representing a contingent right to receive a total of 1,180 shares of Common Stock, were granted to the Reporting Person on March 17, 2023 and vests in 25% increments each six months anniversary from the grant date. F2 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 1,180 shares of Common Stock, were granted to the Reporting Person on March 17, 2023 and vests in 25% increments each six months anniversary from the grant date. Read SEC document |
| March 08, 2022 Filed Mar 8, 2022 17:47 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionStock Option (right to puchase) · Derivative | 16,000 | $0.00 Strike: $13.37 | $0.00 |
DisclosureSEC source: 0001488139-22-000040 · wf-form4_164677964634352.xml · derivative · entry 5 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 16,000 shares Expires 2029-08-06 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. Read SEC document |
| March 08, 2022 Filed Mar 8, 2022 17:47 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 2,835 | $76.08 | $215,686.80 |
DisclosureSEC source: 0001488139-22-000040 · wf-form4_164677964634352.xml · nonDerivative · entry 3 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.98 to $76.26, 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 footnotes (1) and (2) to this Form 4. Read SEC document |
| March 08, 2022 Filed Mar 8, 2022 17:47 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 13,165 | $75.35 | $991,982.75 |
DisclosureSEC source: 0001488139-22-000040 · wf-form4_164677964634352.xml · nonDerivative · entry 2 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,835 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.97 to $75.92, inclusive. Read SEC document |
| March 08, 2022 Filed Mar 8, 2022 17:47 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 16,000 | $13.37 | $213,920.00 |
DisclosureSEC source: 0001488139-22-000040 · wf-form4_164677964634352.xml · nonDerivative · entry 1 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,000 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 |
| March 04, 2022 Filed Mar 8, 2022 17:47 UTC | Ameresco, Inc. AMRC · Entity 4847 | GrantStock Option (right to puchase) · Derivative | 36,000 | $0.00 Strike: $13.37 | $0.00 |
DisclosureSEC source: 0001488139-22-000040 · wf-form4_164677964634352.xml · derivative · entry 4 Hole Spencer Doran · CIK 0001783379 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 Underlying: Class A Common Stock · 36,000 shares Expires 2029-08-06 F3 · shares: On August 6, 2019, the reporting person was granted an option to purchase 40,000 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, 2019 to December 31, 2021. Based on the level of achievement of these goals, as determined by Ameresco, Inc.'s Compensation Committee, this option vested as to 36,000 shares. Read SEC document |
| August 09, 2021 Filed Aug 11, 2021 16:46 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock · Derivative | 10,000 | $0.00 Strike: $14.24 | $0.00 |
DisclosureSEC source: 0001488139-21-000109 · wf-form4_162871475545854.xml · derivative · entry 3 Hole Spencer Doran · CIK 0001783379 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,000 Underlying: Class A Common Stock · 10,000 shares Expires 2029-07-28 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: Of the shares subject to the option, 20% vest on July 29, 2020, and the remainder vest in four equal installments on each of the subsequent four anniversaries of such date. Read SEC document |
| August 09, 2021 Filed Aug 11, 2021 16:46 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 10,000 | $66.77 | $667,700.00 |
DisclosureSEC source: 0001488139-21-000109 · wf-form4_162871475545854.xml · nonDerivative · entry 2 Hole Spencer Doran · CIK 0001783379 · SVP and CFO 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 $66.35 to $67.305, 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 |
| August 09, 2021 Filed Aug 11, 2021 16:46 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 10,000 | $14.24 | $142,400.00 |
DisclosureSEC source: 0001488139-21-000109 · wf-form4_162871475545854.xml · nonDerivative · entry 1 Hole Spencer Doran · CIK 0001783379 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 |
| March 05, 2021 Filed Mar 8, 2021 16:58 UTC | Ameresco, Inc. AMRC · Entity 4847 | GrantStock Option (right to purchase) · Derivative | 15,000 | $0.00 Strike: $43.00 | $0.00 |
DisclosureSEC source: 0001488139-21-000042 · wf-form4_161524070494431.xml · derivative · entry 1 Hole Spencer Doran · CIK 0001783379 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2031-03-04 F1 · derivative.exercise_date: Of the shares subject to the option, 20% vest on March 5, 2022, and the remainder vest in four equal installments on each of the subsequent four anniversaries of such date. Read SEC document |
| November 05, 2020 Filed Nov 9, 2020 16:29 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock · Derivative | 12,000 | $14.24 Strike: $14.24 | $170,880.00 |
DisclosureSEC source: 0001488139-20-000069 · wf-form4_160495732905576.xml · derivative · entry 3 Hole Spencer Doran · CIK 0001783379 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,000 Underlying: Class A Common Stock · 12,000 shares Expires 2029-07-28 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: Of the shares subject to the option, 20% vested on July 29, 2020, and the remainder vest in four equal installments on each of the subsequent four anniversaries of such date. Read SEC document |
| November 05, 2020 Filed Nov 9, 2020 16:29 UTC | Ameresco, Inc. AMRC · Entity 4847 | SaleClass A Common Stock | 12,000 | $42.26 | $507,120.00 |
DisclosureSEC source: 0001488139-20-000069 · wf-form4_160495732905576.xml · nonDerivative · entry 2 Hole Spencer Doran · CIK 0001783379 · SVP and CFO 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 purchased in multiple transactions at prices ranging from $42.00 to $42.76, 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 |
| November 05, 2020 Filed Nov 9, 2020 16:29 UTC | Ameresco, Inc. AMRC · Entity 4847 | Exercise / conversionClass A Common Stock | 12,000 | $14.24 | $170,880.00 |
DisclosureSEC source: 0001488139-20-000069 · wf-form4_160495732905576.xml · nonDerivative · entry 1 Hole Spencer Doran · CIK 0001783379 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 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 |
| July 29, 2019 Filed Jul 30, 2019 16:20 UTC | Ameresco, Inc. AMRC · Entity 4847 | GrantClass A Common Stock · Derivative | 60,000 | $0.00 Strike: $14.24 | $0.00 |
DisclosureSEC source: 0001488139-19-000064 · wf-form4_156451799700017.xml · derivative · entry 1 Hole Spencer Doran · CIK 0001783379 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Class A Common Stock · 60,000 shares Expires 2029-07-28 F1 · derivative.exercise_date: Of the shares subject to the option, 20% vest on July 29, 2020, 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.