Ameresco, Inc. (AMRC)
Framingham, MA, US
Ameresco, Inc. operates as a clean technology integrator, offering a broad spectrum of solutions focused on energy efficiency and sustainable energy generation across the United States, Canada, and global markets. The company serves diverse businesses and organizations by implementing strategies for enhanced energy efficiency, critical infrastructure improvements, bolstered energy security and resilience, improved asset longevity, and the deployment of renewable energy systems. Its operations are structured into distinct segments: U.S. Regions, U.S. Federal, Canada, and Non-Solar Distributed Generation. Ameresco specializes in the conceptualization, development, engineering, and installation of projects specifically designed to lower energy consumption and decrease operational and maintenance (O&M) expenses for client facilities. These projects typically involve tailored interventions aimed at optimizing the performance of critical building infrastructure, including heating, ventilation, cooling, and lighting systems. Additionally, Ameresco delivers comprehensive renewable energy services. This encompasses building small-scale power generation facilities, either owned directly by the company or constructed for clients, to produce electricity, gas, heat, or cooling from sustainable sources. They also provide ongoing operations and maintenance for these plants and market the generated renewable electricity, processed gas fuel, or thermal energy. Beyond this, the company distributes photovoltaic (PV) solar products and integrated systems, offers specialized consulting, and provides enterprise-level energy management solutions. Notably, Ameresco also owns and manages a wind power facility situated in Ireland. Its broad client base includes federal, state, and local governmental bodies, healthcare organizations, educational establishments, airports, public housing entities, universities, and a wide spectrum of commercial and industrial clients. By the close of 2021, specifically December 31st, Ameresco's portfolio featured 147 wholly-owned and operated small-scale renewable energy facilities and solar photovoltaic installations. Founded in 2000, Ameresco, Inc. maintains its corporate headquarters in Framingham, Massachusetts.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -4.41% | -7.41% | +10.72% | -12.20% | -13.32% | -0.20% | +100.89% | -32.37% | -38.55% | +543.83% | +474.83% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 8 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
36.00
+44.5%
|
| Last Quarter | 3 |
41.33
+65.9%
|
| Last Year | 13 |
36.92
+48.2%
|
| All Time | 29 |
39.31
+57.8%
|
-
Revenue growth Engineering & Construction: +6.7%+9.2% ★ Q1'26: +13.8% (vs Q1'25)
-
EPS growth Engineering & Construction: +20.8%-22.4% Q1'26: -250.0% (vs Q1'25)
-
FCF margin FCF growth · Engineering & Construction: +51.6%-8.4% Q1'26: -15.3% (vs Q1'25)
-
EBIT margin Engineering & Construction: +7.0%+6.9% Q1'26: +2.5% (vs Q1'25)
-
ROIC Engineering & Construction: +6.4%+4.4% Q1'26: +1.1% (vs Q1'25)
-
Share dilution Engineering & Construction: +0.0%+0.3% Q1'26: +0.7% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Engineering & Construction: -0.38×8.20× Q1'26: 13.00× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2011 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 8 Rev. Ana. 8 EPS Ana. |
Dec 2027 8 Rev. Ana. 8 EPS Ana. |
Dec 2028 6 Rev. Ana. 5 EPS Ana. |
Dec 2029 5 Rev. Ana. 1 EPS Ana. |
Dec 2030 3 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
728.20M
est: 705.84M (+3.2%)
|
630.83M
est: 634.58M (-0.6%)
|
651.23M
est: 648.93M (+0.4%)
|
717.15M
est: 693.00M (+3.5%)
|
787.14M
est: 797.29M (-1.3%)
|
866.93M
est: 851.64M (+1.8%)
|
1.03B
est: 983.57M (+5.0%)
|
1.22B
est: 1.21B (+0.3%)
|
1.82B
est: 1.86B (-2.0%)
|
1.37B
est: 1.51B (-9.1%)
|
1.77B
est: 1.76B (+0.6%)
|
1.93B
est: 1.91B (+1.4%)
|
2.10B
2.09B – 2.11B
+10.2% YoY
|
2.28B
2.26B – 2.32B
+8.6% YoY
|
2.54B
2.54B – 2.54B
+11.5% YoY
|
2.75B
2.70B – 2.82B
+8.2% YoY
|
3.00B
2.94B – 3.07B
+8.9% YoY
|
| EBITDA |
64.69M
est: 60.34M (+7.2%)
|
31.38M
est: 70.27M (-55.3%)
|
48.53M
est: 71.86M (-32.5%)
|
62.08M
est: 76.73M (-19.1%)
|
89.63M
est: 88.28M (+1.5%)
|
92.06M
est: 94.30M (-2.4%)
|
116.58M
est: 108.91M (+7.0%)
|
141.93M
est: 88.46M (+60.5%)
|
190.63M
est: 134.67M (+41.6%)
|
150.39M
est: 169.33M (-11.2%)
|
194.80M
est: 196.93M (-1.1%)
|
237.18M
est: 213.30M (+11.2%)
|
235.11M
233.98M – 236.24M
+10.2% YoY
|
255.31M
253.05M – 259.83M
+8.6% YoY
|
284.68M
284.68M – 284.68M
+11.5% YoY
|
308.08M
302.26M – 315.54M
+8.2% YoY
|
335.55M
329.21M – 343.67M
+8.9% YoY
|
| EBIT |
50.69M
est: 49.06M (+3.3%)
|
7.06M
est: 43.98M (-84.0%)
|
23.78M
est: 44.97M (-47.1%)
|
37.36M
est: 48.02M (-22.2%)
|
57.42M
est: 55.25M (+3.9%)
|
52.62M
est: 59.02M (-10.8%)
|
74.54M
est: 68.16M (+9.4%)
|
95.35M
est: 70.51M (+35.2%)
|
136.35M
est: 101.81M (+33.9%)
|
84.48M
est: 102.65M (-17.7%)
|
105.59M
est: 119.38M (-11.5%)
|
132.91M
est: 129.30M (+2.8%)
|
142.52M
141.84M – 143.21M
+10.2% YoY
|
154.76M
153.39M – 157.50M
+8.6% YoY
|
172.57M
172.57M – 172.57M
+11.5% YoY
|
186.76M
183.23M – 191.28M
+8.2% YoY
|
203.41M
199.56M – 208.33M
+8.9% YoY
|
| Net Income |
34.73M
est: 33.63M (+3.3%)
|
2.98M
est: 7.97M (-62.7%)
|
12.03M
est: 12.40M (-3.0%)
|
37.49M
est: 22.67M (+65.4%)
|
37.98M
est: 40.25M (-5.6%)
|
44.44M
est: 45.70M (-2.8%)
|
54.05M
est: 53.22M (+1.6%)
|
70.46M
est: 53.05M (+32.8%)
|
94.93M
est: 52.68M (+80.2%)
|
62.47M
est: 56.97M (+9.7%)
|
56.76M
est: 61.96M (-8.4%)
|
44.28M
est: 42.49M (+4.2%)
|
53.13M
51.22M – 64.16M
+25.1% YoY
|
87.65M
77.57M – 103.60M
+65.0% YoY
|
109.65M
101.07M – 136.75M
+25.1% YoY
|
138.38M
134.98M – 142.74M
+26.2% YoY
|
182.62M
178.13M – 188.36M
+32.0% YoY
|
| SGA |
66.08M
est: 63.32M (+4.4%)
|
110.01M
est: 66.67M (+65.0%)
|
110.57M
est: 68.18M (+62.2%)
|
107.57M
est: 72.80M (+47.8%)
|
114.51M
est: 83.76M (+36.7%)
|
116.50M
est: 89.47M (+30.2%)
|
116.05M
est: 103.33M (+12.3%)
|
132.90M
est: 98.61M (+34.8%)
|
159.49M
est: 125.41M (+27.2%)
|
162.14M
est: 152.88M (+6.1%)
|
173.76M
est: 177.81M (-2.3%)
|
178.54M
est: 192.59M (-7.3%)
|
212.28M
211.26M – 213.30M
+10.2% YoY
|
230.51M
228.47M – 234.59M
+8.6% YoY
|
257.03M
257.03M – 257.03M
+11.5% YoY
|
278.17M
272.91M – 284.89M
+8.2% YoY
|
302.97M
297.24M – 310.30M
+8.9% YoY
|
| EPS |
0.78
est: 0.72 (+8.3%)
|
0.02
est: 0.15 (-86.7%)
|
0.26
est: 0.23 (+11.4%)
|
0.82
est: 0.43 (+92.2%)
|
0.83
est: 0.76 (+9.6%)
|
0.95
est: 0.86 (+10.5%)
|
1.13
est: 1.00 (+12.8%)
|
1.38
est: 1.43 (-3.6%)
|
1.83
est: 1.88 (-2.8%)
|
1.20
est: 1.09 (+10.1%)
|
1.08
est: 1.15 (-6.0%)
|
0.84
est: 0.80 (+4.7%)
|
1.12
0.96 – 1.20
+39.6% YoY
|
1.67
1.46 – 1.94
+49.6% YoY
|
2.15
1.90 – 2.57
+28.1% YoY
|
2.60
2.53 – 2.68
+21.0% YoY
|
3.43
3.34 – 3.53
+32.0% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-06 | Canaccord Genuity | Buy | Buy | Maintain |
| 2026-05-05 | Baird | Outperform | Outperform | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-08 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-07 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-06 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-05 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-04 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-01 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-30 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-29 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-28 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-27 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-24 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-23 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-21 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-20 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-17 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-16 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | George P. Sakellaris | 20.09M | 38.90% | 13.47M | 6.61M | 13.47M | — | IN | United States of America | 2022-02-14 | ↗ |
| 2 | Grantham, Mayo, Van Otterloo & Co. LLC 04-2691242 | 2.86M | 8.42% | 2.86M | — | 2.86M | — | IA | Boston, Massachusetts USA | 2023-02-13 | ↗ |
| 3 | The Vanguard Group - 23-1945930 | 2.77M | 8.25% | — | 57.6K | — | — | IA | Pennsylvania | 2022-02-09 | ↗ |
| 4 | Handelsbanken Fonder AB | 2.30M | 6.00% | 2.30M | — | 2.30M | — | FI | SWEDEN | 2023-01-23 | ↗ |
| 5 | (1) BlackRock, Inc. | 2.28M | 6.80% | 2.21M | — | 2.28M | — | HC | Delaware | 2022-02-03 | ↗ |
| 6 | Wellington Management Company LLP | 2.27M | 7.82% | — | 2.23M | — | — | IA | Delaware | 2020-01-28 | ↗ |
| 7 | Neil Gagnon | 1.96M | 6.80% | 227.6K | 1.71M | 227.6K | — | IN | USA | 2020-02-13 | ↗ |
| 8 | Macquarie Group Limited | 1.76M | 5.12% | — | — | — | — | HC | Sydney, New South Wales Australia | 2024-02-14 | ↗ |
| 9 | Macquarie Investment Management Business Trust | 1.76M | 5.12% | 1.76M | — | 1.76M | — | IA | Sydney, New South Wales Australia | 2024-02-14 | ↗ |
| 10 | Macquarie Management Holdings Inc | 1.76M | 5.12% | 1.76M | — | 1.76M | — | HC | Sydney, New South Wales Australia | 2024-02-14 | ↗ |
| 11 | (. | 1.52M | 5.43% | 1.43M | — | 1.52M | — | IA | Delaware | 2019-02-08 | ↗ |
| 12 | 30-0447847 | 1.48M | 5.00% | 1.42M | — | 1.48M | — | IA | Delaware Limited Partnership | 2021-02-12 | ↗ |
| 13 | Gagnon Securities LLC | 1.34M | 4.70% | — | 1.33M | — | — | BD, IA | Delaware Limited Liability Company | 2016-01-07 | ↗ |
| 14 | NORGES BANK (THE CENTRAL BANK OF NORWAY) | 1.32M | 4.65% | — | — | — | 1.32M | OO | NORWAY | 2015-03-06 | ↗ |
| 15 | GAGNON | 1.30M | 4.40% | 126.2K | 1.16M | 126.2K | — | IN | USA | 2021-02-12 | ↗ |
| 16 | Arthur P. Sakellaris | 1.24M | 4.40% | 1.04M | 200.0K | 1.04M | — | IN | United States of America | 2019-02-12 | ↗ |
| 17 | SECURITIES LLC | 663.1K | 2.20% | — | 654.5K | — | — | BD, IA | LIMITED LIABILITY COMPANY | 2021-02-12 | ↗ |
| 18 | ADVISORS, LLC | 440.0K | 1.50% | — | 440.0K | — | — | IA | LIMITED LIABILITY COMPANY | 2021-02-12 | ↗ |
| 19 | Wellington Group Holdings LLP | 95.0K | 0.32% | — | 95.0K | — | — | HC | Massachusetts | 2021-02-03 | ↗ |
| 20 | Wellington Investment Advisors Holdings LLP | 95.0K | 0.32% | — | 95.0K | — | — | HC | Massachusetts | 2021-02-03 | ↗ |
| 21 | Wellington Management Group LLP | 95.0K | 0.32% | — | 95.0K | — | — | HC | Massachusetts | 2021-02-03 | ↗ |
| 22 | Wellington Trust Company, NA | 91.7K | 0.31% | — | 91.7K | — | — | BK | United States | 2021-02-03 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | 3.90M -834.3K (-17.6%) | 114.27M -44.8M (-28.1%) | 7.37% -1.628 pp | 0.02% -0.008 pp | USD33.46 -12.5% | 14 qtrs — |
| 2 | BLACKROCK, INC. | 2.47M +47.6K (+2.0%) | 72.25M -9.0M (-11.1%) | 4.66% +0.063 pp | 0.00% 0.000 pp | USD37.77 -22.5% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 2.41M +2.5K (+0.1%) | 70.73M -10.3M (-12.7%) | 4.56% -0.022 pp | 0.00% 0.000 pp | USD39.93 -26.6% | 62 qtrs — |
| 4 | GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 2.32M -879.6K (-27.5%) | 68.06M -39.5M (-36.7%) | 4.39% -1.697 pp | 0.17% -0.129 pp | USD57.58 -49.1% | 20 qtrs — |
| 5 | STATE STREET CORP | 1.32M -137.2K (-9.4%) | 38.79M -10.3M (-21.0%) | 2.50% -0.275 pp | 0.00% 0.000 pp | USD27.34 +7.1% | 41 qtrs — |
| 6 | D. E. SHAW & CO., INC. | 1.28M +122.9K (+10.7%) | 37.41M -1.4M (-3.5%) | 2.41% +0.219 pp | 0.02% -0.001 pp | USD20.50 +42.9% | 9 qtrs — |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1.27M +34.3K (+2.8%) | 37.27M -4.3M (-10.4%) | 2.40% +0.051 pp | 0.01% -0.001 pp | USD17.88 +63.8% | 51 qtrs — |
| 8 | ROYCE & ASSOCIATES LP | 1.07M +102.8K (+10.7%) | 31.25M -1.1M (-3.5%) | 2.01% +0.183 pp | 0.32% -0.006 pp | USD27.35 +7.1% | 4 qtrs — |
| 9 | FIRST TRUST ADVISORS LP | 1.07M +889.8K (+503.4%) | 31.24M +25.3M (+426.3%) | 2.01% +1.679 pp | 0.02% +0.018 pp | USD27.06 +8.2% | 32 qtrs — |
| 10 | GRANAHAN INVESTMENT MANAGEMENT, LLC | 848.0K -42.1K (-4.7%) | 24.84M -5.1M (-16.9%) | 1.60% -0.089 pp | 1.06% -0.160 pp | USD23.81 +23.0% | 19 qtrs — |
| 11 | GAGNON SECURITIES LLC | 832.9K -26.5K (-3.1%) | 24.40M -4.5M (-15.5%) | 1.57% -0.060 pp | 4.97% -0.822 pp | USD17.54 +67.0% | 62 qtrs — |
| 12 | DNB ASSET MANAGEMENT AS | 785.0K -249.6K (-24.1%) | 22.99M -11.7M (-33.8%) | 1.48% -0.483 pp | 0.08% -0.050 pp | USD19.58 +49.6% | 8 qtrs — |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 762.2K -11.9K (-1.5%) | 22.33M -3.7M (-14.1%) | 1.44% -0.031 pp | 0.00% 0.000 pp | USD35.34 -17.1% | 61 qtrs — |
| 14 | HANDELSBANKEN FONDER AB | 650.8K +45.5K (+7.5%) | 19.06M -1.3M (-6.2%) | 1.23% +0.079 pp | 0.06% -0.007 pp | USD35.24 -16.9% | 30 qtrs — |
| 15 | ROYAL BANK OF CANADA | 599.6K -285.8K (-32.3%) | 17.56M -12.2M (-40.9%) | 1.13% -0.550 pp | 0.00% -0.002 pp | USD28.53 +2.7% | 51 qtrs — |
| 16 | MORGAN STANLEY | 583.8K +59.1K (+11.3%) | 17.10M -519.9K (-3.0%) | 1.10% +0.106 pp | 0.00% +0.000 pp | USD34.93 -16.1% | 51 qtrs — |
| 17 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 574.7K -145.7K (-20.2%) | 16.83M -7.4M (-30.4%) | 1.09% -0.283 pp | 0.03% -0.014 pp | USD23.53 +24.5% | 6 qtrs — |
| 18 | BANDERA PARTNERS LLC | 526.8K +— (+0.0%) | 15.43M -2.3M (-12.8%) | 0.99% -0.006 pp | 6.94% -0.819 pp | USD15.41 +90.1% | 32 qtrs — |
| 19 | DRIEHAUS CAPITAL MANAGEMENT LLC | 504.7K +290.0K (+135.1%) | 14.78M +7.6M (+105.0%) | 0.95% +0.545 pp | 0.10% +0.049 pp | USD31.12 -5.9% | 2 qtrs — |
| 20 | REDWOOD GROVE CAPITAL, LLC | 492.6K -127.0K (-20.5%) | 14.43M -6.4M (-30.7%) | 0.93% -0.247 pp | 4.11% -1.842 pp | USD25.29 +15.8% | 8 qtrs — |
| 21 | INVESCO LTD. | 472.9K -102.2K (-17.8%) | 13.85M -5.5M (-28.3%) | 0.89% -0.200 pp | 0.00% -0.001 pp | USD29.65 -1.2% | 57 qtrs — |
| 22 | GAGNON ADVISORS, LLC | 472.8K +— (+0.0%) | 13.85M -2.0M (-12.8%) | 0.89% -0.005 pp | 8.79% -1.012 pp | USD15.42 +89.9% | 49 qtrs — |
| 23 | LEGAL & GENERAL GROUP PLC | 467.6K +43.8K (+10.3%) | 13.69M -534.0K (-3.8%) | 0.88% +0.078 pp | 0.00% 0.000 pp | USD21.38 +37.0% | 37 qtrs — |
| 24 | UBS GROUP AG | 397.4K -51.7K (-11.5%) | 11.64M -3.4M (-22.8%) | 0.75% -0.103 pp | 0.00% -0.001 pp | USD26.13 +12.1% | 39 qtrs — |
| 25 | AMERICAN CENTURY COMPANIES INC | 395.2K +294.9K (+294.2%) | 11.57M +8.2M (+243.9%) | 0.75% +0.556 pp | 0.01% +0.004 pp | USD31.16 -6.0% | 14 qtrs — |
| 26 | COOPER CREEK PARTNERS MANAGEMENT LLC | 392.0K +239.0K (+156.3%) | 11.48M +6.3M (+123.6%) | 0.74% +0.450 pp | 0.52% +0.361 pp | USD30.96 -5.4% | 2 qtrs — |
| 27 | SWEDBANK AB | 370.0K +254.0K (+219.0%) | 10.84M +6.9M (+178.2%) | 0.70% +0.478 pp | 0.01% +0.007 pp | USD30.63 -4.4% | 2 qtrs — |
| 28 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 354.4K +86.0K (+32.1%) | 10.38M +1.4M (+15.2%) | 0.67% +0.160 pp | 0.22% +0.025 pp | USD17.18 +70.5% | 4 qtrs — |
| 29 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 344.8K +— (+0.0%) | 10.10M -1.5M (-12.8%) | 0.65% -0.004 pp | 0.07% -0.007 pp | USD26.34 +11.2% | 6 qtrs — |
| 30 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 261.6K -192.0 (-0.1%) | 7.66M -1.1M (-12.8%) | 0.49% -0.003 pp | 0.00% 0.000 pp | USD30.53 -4.1% | 57 qtrs — |
| 31 | NORTHERN TRUST CORP | 261.3K -27.9K (-9.6%) | 7.65M -2.1M (-21.2%) | 0.49% -0.056 pp | 0.00% 0.000 pp | USD21.33 +37.3% | 51 qtrs — |
| 32 | RUSSELL INVESTMENTS GROUP, LTD. | 222.3K -27.4K (-11.0%) | 6.51M -1.9M (-22.3%) | 0.42% -0.055 pp | 0.01% -0.002 pp | USD32.01 -8.5% | 24 qtrs — |
| 33 | TUDOR INVESTMENT CORP ET AL | 222.1K +151.5K (+214.6%) | 6.51M +4.1M (+174.4%) | 0.42% +0.285 pp | 0.01% +0.008 pp | USD28.08 +4.3% | 9 qtrs — |
| 34 | EMPOWERED FUNDS, LLC | 207.9K +86.0K (+70.6%) | 6.09M +2.0M (+48.8%) | 0.39% +0.161 pp | 0.05% +0.007 pp | USD20.78 +41.0% | 4 qtrs — |
| 35 | ROCK POINT ADVISORS, LLC | 191.8K -58.2K (-23.3%) | 5.62M -2.8M (-33.1%) | 0.36% -0.113 pp | 1.41% -0.819 pp | USD23.89 +22.6% | 15 qtrs — |
| 36 | GUINNESS ASSET MANAGEMENT LTD | 185.2K -13.1K (-6.6%) | 5.57M -1.2M (-17.8%) | 0.35% -0.027 pp | 0.09% -0.018 pp | USD47.87 -38.8% | 28 qtrs — |
| 37 | TREXQUANT INVESTMENT LP | 188.5K +64.6K (+52.1%) | 5.52M +1.4M (+32.7%) | 0.36% +0.121 pp | 0.05% +0.006 pp | USD27.04 +8.3% | 16 qtrs — |
| 38 | JANE STREET GROUP, LLC | 154.9K -22.7K (-12.8%) | 4.54M -1.4M (-23.9%) | 0.29% -0.045 pp | 0.00% 0.000 pp | USD33.58 -12.8% | 2 qtrs — |
| 39 | DEKABANK DEUTSCHE GIROZENTRALE | 184.9K +— (+0.0%) | 4.40M -1.9M (-30.1%) | 0.35% -0.002 pp | 0.01% -0.003 pp | USD26.75 +9.5% | 24 qtrs — |
| 40 | SG AMERICAS SECURITIES, LLC | 142.0K +142.0K (+100.0%) | 4.16M +4.2M (+100.0%) | 0.27% +0.268 pp | 0.01% +0.005 pp | USD29.29 +0.0% | 1 qtrs NEW |
| 41 | MILLENNIUM MANAGEMENT LLC | 136.1K +84.5K (+164.0%) | 3.99M +2.3M (+130.3%) | 0.26% +0.159 pp | 0.00% +0.001 pp | USD30.91 -5.2% | 20 qtrs — |
| 42 | ERSTE ASSET MANAGEMENT GMBH | 132.2K -21.8K (-14.2%) | 3.97M -1.3M (-24.4%) | 0.25% -0.043 pp | 0.03% -0.018 pp | USD28.70 +2.1% | 26 qtrs — |
| 43 | BNP PARIBAS ARBITRAGE, SNC | 128.4K +122.4K (+2,025.9%) | 3.76M +3.6M (+1,754.3%) | 0.24% +0.231 pp | 0.00% +0.002 pp | USD29.10 +0.7% | 49 qtrs — |
| 44 | GOLDMAN SACHS GROUP INC | 128.0K +17.4K (+15.8%) | 3.75M +36.5K (+1.0%) | 0.24% +0.032 pp | 0.00% +0.000 pp | USD35.68 -17.9% | 31 qtrs — |
| 45 | CONNORS INVESTOR SERVICES INC | 125.4K -31.4K (-20.0%) | 3.67M -1.6M (-30.2%) | 0.24% -0.061 pp | 0.32% -0.132 pp | USD22.53 +30.0% | 24 qtrs — |
| 46 | BANK OF NEW YORK MELLON CORP | 119.3K +14.2K (+13.5%) | 3.49M -34.3K (-1.0%) | 0.23% +0.026 pp | 0.00% 0.000 pp | USD26.50 +10.5% | 61 qtrs — |
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 102.3K -56.4K (-35.5%) | 3.00M -2.3M (-43.8%) | 0.19% -0.108 pp | 0.00% 0.000 pp | USD33.58 -12.8% | 2 qtrs — |
| 48 | KBC GROUP NV | 97.0K -45.8K (-32.1%) | 2.84M -2.0M (-40.7%) | 0.18% -0.088 pp | 0.01% -0.005 pp | USD23.99 +22.1% | 56 qtrs — |
| 49 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 90.5K -17.3K (-16.0%) | 2.65M -966.2K (-26.7%) | 0.17% -0.034 pp | 0.00% -0.002 pp | USD28.75 +1.9% | 4 qtrs — |
| 50 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 82.7K +62.7K (+314.0%) | 2.42M +1.8M (+261.1%) | 0.16% +0.118 pp | 0.19% +0.141 pp | USD30.33 -3.4% | 2 qtrs — |
| 51 | NUVEEN, LLC | 79.1K +— (+0.0%) | 2.32M -339.4K (-12.8%) | 0.15% -0.001 pp | 0.00% 0.000 pp | USD12.08 +142.5% | 4 qtrs — |
| 52 | BANK OF AMERICA CORP /DE/ | 76.2K +47.5K (+165.5%) | 2.23M +1.3M (+131.6%) | 0.14% +0.089 pp | 0.00% +0.000 pp | USD29.47 -0.6% | 52 qtrs — |
| 53 | CASTLEARK MANAGEMENT LLC | 73.7K +73.7K (+100.0%) | 2.16M +2.2M (+100.0%) | 0.14% +0.139 pp | 0.06% +0.063 pp | USD29.29 +0.0% | 1 qtrs NEW |
| 54 | SQUAREPOINT OPS LLC | 72.5K -31.0K (-29.9%) | 2.12M -1.4M (-38.9%) | 0.14% -0.060 pp | 0.00% -0.001 pp | USD19.66 +49.0% | 16 qtrs — |
| 55 | VERITION FUND MANAGEMENT LLC | 68.0K +12.3K (+22.2%) | 1.99M +122.5K (+6.6%) | 0.13% +0.023 pp | 0.01% +0.000 pp | USD17.75 +65.0% | 3 qtrs — |
| 56 | WELLS FARGO & COMPANY/MN | 67.8K -8.5K (-11.2%) | 1.99M -576.7K (-22.5%) | 0.13% -0.017 pp | 0.00% 0.000 pp | USD32.48 -9.8% | 57 qtrs — |
| 57 | SWISS NATIONAL BANK | 65.1K +1.3K (+2.0%) | 1.91M -235.6K (-11.0%) | 0.12% +0.002 pp | 0.00% 0.000 pp | USD33.25 -11.9% | 27 qtrs — |
| 58 | CLEAN YIELD GROUP | 62.7K -12.5K (-16.6%) | 1.84M -688.4K (-27.3%) | 0.12% -0.024 pp | 0.51% -0.204 pp | USD31.23 -6.2% | 51 qtrs — |
| 59 | HARBOR CAPITAL ADVISORS, INC. | 62.2K -11.9K (-16.0%) | 1.82M -665.0K (-26.7%) | 0.12% -0.023 pp | 0.14% -0.052 pp | USD14.06 +108.3% | 8 qtrs — |
| 60 | BARCLAYS PLC | 59.5K +283.0 (+0.5%) | 1.74M -504.2K (-22.4%) | 0.11% 0.000 pp | 0.00% 0.000 pp | USD22.68 +29.1% | 51 qtrs — |
| 61 | AMUNDI | 51.6K +1.4K (+2.8%) | 1.51M -408.1K (-21.3%) | 0.10% +0.002 pp | 0.00% 0.000 pp | USD62.55 -53.2% | 19 qtrs — |
| 62 | ARDSLEY ADVISORY PARTNERS LP | 50.0K +— (+0.0%) | 1.46M -214.5K (-12.8%) | 0.09% -0.001 pp | 0.16% -0.047 pp | USD33.58 -12.8% | 7 qtrs — |
| 63 | RHUMBLINE ADVISERS | 49.2K -4.8K (-8.9%) | 1.44M -372.0K (-20.5%) | 0.09% -0.010 pp | 0.00% 0.000 pp | USD30.57 -4.2% | 51 qtrs — |
| 64 | ALPS ADVISORS INC | 45.6K -3.2K (-6.5%) | 1.34M -301.5K (-18.4%) | 0.09% -0.007 pp | 0.01% -0.001 pp | USD40.39 -27.5% | 28 qtrs — |
| 65 | STATE OF WISCONSIN INVESTMENT BOARD | 44.8K +35.6K (+386.7%) | 1.31M +1.0M (+324.5%) | 0.08% +0.067 pp | 0.00% +0.002 pp | USD26.92 +8.8% | 7 qtrs — |
| 66 | UBS ASSET MANAGEMENT AMERICAS INC | 43.1K +1.6K (+3.8%) | 1.26M -131.3K (-9.4%) | 0.08% +0.003 pp | 0.00% +0.000 pp | USD36.48 -19.7% | 24 qtrs — |
| 67 | MOODY NATIONAL BANK TRUST DIVISION | 40.7K +917.0 (+2.3%) | 1.19M -143.7K (-10.8%) | 0.08% +0.001 pp | 0.11% +0.002 pp | USD33.48 -12.5% | 2 qtrs — |
| 68 | ALLIANCEBERNSTEIN L.P. | 37.3K -12.8K (-25.5%) | 1.09M -590.0K (-35.0%) | 0.07% -0.025 pp | 0.00% 0.000 pp | USD25.83 +13.4% | 29 qtrs — |
| 69 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 36.6K +2.1K (+6.0%) | 1.07M -87.2K (-7.5%) | 0.07% +0.004 pp | 0.00% 0.000 pp | USD26.51 +10.5% | 7 qtrs — |
| 70 | PRICE T ROWE ASSOCIATES INC /MD/ | 36.2K +1.8K (+5.1%) | 1.06M -96.0K (-8.3%) | 0.07% +0.003 pp | 0.00% +0.000 pp | USD39.41 -25.7% | 21 qtrs — |
| 71 | PANAGORA ASSET MANAGEMENT INC | 36.2K +36.2K (+100.0%) | 1.06M +1.1M (+100.0%) | 0.07% +0.068 pp | 0.00% +0.004 pp | USD29.29 +0.0% | 1 qtrs NEW |
| 72 | JANNEY MONTGOMERY SCOTT LLC | 30.2K -597.0 (-1.9%) | 883.0K -150.0K (-14.5%) | 0.06% -0.002 pp | 0.00% 0.000 pp | USD12.08 +142.5% | 14 qtrs — |
| 73 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 30.1K -32.0 (-0.1%) | 883.0K -130.4K (-12.9%) | 0.06% 0.000 pp | 0.00% 0.000 pp | USD22.88 +28.0% | 52 qtrs — |
| 74 | WALLEYE CAPITAL LLC | 29.8K +22.1K (+285.6%) | 872.3K +612.9K (+236.3%) | 0.06% +0.042 pp | 0.00% +0.002 pp | USD25.59 +14.5% | 4 qtrs — |
| 75 | XTX TOPCO LTD | 28.1K +28.1K (+100.0%) | 824.0K +824.0K (+100.0%) | 0.05% +0.053 pp | 0.02% +0.022 pp | USD29.29 +0.0% | 1 qtrs NEW |
| 76 | RENAISSANCE TECHNOLOGIES LLC | 26.3K +26.3K (+100.0%) | 768.9K +768.9K (+100.0%) | 0.05% +0.050 pp | 0.00% +0.001 pp | USD29.29 +0.0% | 1 qtrs NEW |
| 77 | FULLER & THALER ASSET MANAGEMENT, INC. | 25.5K -8.1K (-24.0%) | 748.1K -380.0K (-33.7%) | 0.05% -0.016 pp | 0.00% -0.001 pp | USD12.08 +142.5% | 4 qtrs — |
| 78 | DEUTSCHE BANK AG\ | 25.4K +3.3K (+15.2%) | 743.6K +3.3K (+0.4%) | 0.05% +0.006 pp | 0.00% +0.000 pp | USD35.53 -17.6% | 50 qtrs — |
| 79 | FRANKLIN RESOURCES INC | 22.7K -6.0K (-20.9%) | 665.0K -298.9K (-31.0%) | 0.04% -0.012 pp | 0.00% 0.000 pp | USD19.79 +48.0% | 3 qtrs — |
| 80 | KUHN & CO INVESTMENT COUNSEL | 22.7K +1.0K (+4.6%) | 663.4K -63.6K (-8.7%) | 0.04% +0.002 pp | 0.44% -0.133 pp | USD23.02 +27.2% | 9 qtrs — |
| 81 | IRONWOOD INVESTMENT MANAGEMENT LLC | 22.5K -236.0 (-1.0%) | 659.9K -104.6K (-13.7%) | 0.04% -0.001 pp | 0.28% -0.056 pp | USD28.18 +3.9% | 9 qtrs — |
| 82 | SKOPOS LABS, INC. | 20.7K -3.6K (-14.7%) | 622.3K -191.9K (-23.6%) | 0.04% -0.007 pp | 0.03% -0.059 pp | USD33.57 -12.7% | 5 qtrs — |
| 83 | JUPITER ASSET MANAGEMENT LTD | 21.2K +— (+0.0%) | 620.9K -90.9K (-12.8%) | 0.04% 0.000 pp | 0.01% -0.001 pp | USD12.08 +142.5% | 4 qtrs — |
| 84 | DIAMETRIC CAPITAL, LP | 20.8K +20.8K (+100.0%) | 608.6K +608.6K (+100.0%) | 0.04% +0.039 pp | 0.16% +0.163 pp | USD29.29 +0.0% | 1 qtrs NEW |
| 85 | CITADEL ADVISORS LLC | 20.1K -55.6K (-73.4%) | 588.7K -2.0M (-76.8%) | 0.04% -0.106 pp | 0.00% 0.000 pp | USD16.35 +79.1% | 21 qtrs — |
| 86 | JPMORGAN CHASE & CO | 20.0K -775.0 (-3.7%) | 585.1K -111.7K (-16.0%) | 0.04% -0.002 pp | 0.00% +0.000 pp | USD20.82 +40.7% | 41 qtrs — |
| 87 | INTECH INVESTMENT MANAGEMENT LLC | 19.9K +6.7K (+50.9%) | 581.7K +139.8K (+31.6%) | 0.04% +0.013 pp | 0.01% +0.001 pp | USD27.54 +6.4% | 6 qtrs — |
| 88 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 19.8K +256.0 (+1.3%) | 579.6K -76.3K (-11.6%) | 0.04% +0.000 pp | 0.00% 0.000 pp | USD35.57 -17.7% | 27 qtrs — |
| 89 | SEI INVESTMENTS CO | 19.3K +19.3K (+100.0%) | 566.6K +566.6K (+100.0%) | 0.04% +0.037 pp | 0.00% +0.001 pp | USD29.29 +0.0% | 1 qtrs NEW |
| 90 | AQUATIC CAPITAL MANAGEMENT LLC | 18.9K +18.9K (+100.0%) | 552.3K +552.3K (+100.0%) | 0.04% +0.036 pp | 0.02% +0.016 pp | USD29.29 +0.0% | 1 qtrs NEW |
| 91 | METLIFE INVESTMENT MANAGEMENT, LLC | 18.5K +— (+0.0%) | 542.3K -79.4K (-12.8%) | 0.04% 0.000 pp | 0.00% 0.000 pp | USD40.49 -27.7% | 29 qtrs — |
| 92 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 17.4K +1.5K (+9.5%) | 509.7K -86.9K (-14.6%) | 0.03% +0.003 pp | 0.00% 0.000 pp | USD20.33 +44.1% | 5 qtrs — |
| 93 | FOURTHOUGHT FINANCIAL PARTNERS, LLC | 17.3K -42.0 (-0.2%) | 505.8K -75.5K (-13.0%) | 0.03% 0.000 pp | 0.04% -0.008 pp | USD33.58 -12.8% | 2 qtrs — |
| 94 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 16.5K -3.8K (-18.9%) | 483.0K -200.0K (-29.3%) | 0.03% -0.008 pp | 0.00% -0.001 pp | USD33.58 -12.8% | 2 qtrs — |
| 95 | JANUS HENDERSON GROUP PLC | 15.6K +— (+0.0%) | 455.2K -67.2K (-12.9%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD47.87 -38.8% | 17 qtrs — |
| 96 | QUANTINNO CAPITAL MANAGEMENT LP | 14.0K +1.1K (+8.9%) | 411.4K -21.9K (-5.1%) | 0.03% +0.002 pp | 0.00% 0.000 pp | USD16.62 +76.2% | 3 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR S&P Kensho Clean Power ETF CNRG | 2.76% | 6.08M | 0.45% |
| 2 | Invesco WilderHill Clean Energy ETF PBW | 1.40% | 6.06M | 0.64% |
| 3 | Fidelity Clean Energy ETF FRNW | 1.09% | 1.68M | 0.39% |
| 4 | ALPS Clean Energy ETF ACES | 1.04% | 1.23M | 0.55% |
| 5 | Range Nuclear Renaissance Index ETF NUKZ | 1.03% | 8.58M | 0.85% |
| 6 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.98% | 2.54M | 0.65% |
| 7 | Amundi Global Bioenergy UCITS ETF USD Acc CWEU.L | 0.80% | 561.9K | 0.35% |
| 8 | Amundi Global Bioenergy UCITS ETF EUR Acc CWE.PA | 0.80% | 561.2K | 0.35% |
| 9 | Global X - CleanTech ETF CTEC | 0.75% | 195.1K | 0.50% |
| 10 | State Street SPDR S&P Kensho New Economies Composite ETF KOMP | 0.50% | 13.68M | 0.20% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-23 | Sutton Joseph W. | Director | M-Exempt | A | Class A Common Stock | 10,000 | 4.74 | 47.4K | 60,111 | D | ↗ |
| 2026-03-12 | Maltezos Louis P | Officer | S-Sale | D | Class A Common Stock | 306 | 25.31 | 7.7K | 32,095 | D | ↗ |
| 2026-03-12 | Corrsin David J | Director / Officer | S-Sale | D | Class A Common Stock | 19 | 25.31 | 480.89 | 441 | I | ↗ |
| 2026-03-12 | Chiplock Mark | Officer | S-Sale | D | Class A Common Stock | 273 | 25.31 | 6.9K | 1,666 | D | ↗ |
| 2026-03-10 | Sakellaris George P | Director / Officer / 10% Owner | A-Award | A | Stock Option (right to purchase) | 100,000 | 26.36 | 2.64M | 100,000 | D | ↗ |
| 2026-03-10 | Maltezos Louis P | Officer | M-Exempt | A | Class A Common Stock | 875 | 0.00 | — | 32,401 | D | ↗ |
| 2026-03-10 | Corrsin David J | Director / Officer | M-Exempt | A | Class A Common Stock | 50 | 0.00 | — | 460 | I | ↗ |
| 2026-03-10 | Christakis Peter | Officer | A-Award | A | Restricted Stock Unit | 4,000 | 0.00 | — | 6,250 | D | ↗ |
| 2026-03-10 | Chiplock Mark | Officer | A-Award | A | Stock Option (right to purchase) | 20,000 | 26.36 | 527.2K | 20,000 | D | ↗ |
| 2026-03-10 | Bulgarino Nicole E | Officer | M-Exempt | D | Restricted Stock Unit | 875 | 0.00 | — | 5,750 | D | ↗ |
| 2026-03-10 | Bakas Michael T | Officer | M-Exempt | D | Restricted Stock Unit | 875 | 0.00 | — | 5,750 | D | ↗ |
| 2026-03-08 | Corrsin David J | Director / Officer | M-Exempt | D | Restricted Stock Unit | 50 | 0.00 | — | 150 | I | ↗ |
| 2026-02-27 | Corrsin David J | Director / Officer | M-Exempt | A | Class A Common Stock | 20,000 | 4.64 | 92.8K | 20,471 | D | ↗ |
| 2026-02-20 | STAVROPOULOS NICKOLAS | Director | M-Exempt | A | Class A Common Stock | 15,700 | 16.33 | 256.4K | 29,811 | D | ↗ |
| 2026-02-19 | STAVROPOULOS NICKOLAS | Director | M-Exempt | D | Stock Option (right to purchase) | 400 | 16.33 | 6.5K | 23,055 | D | ↗ |
| 2026-02-13 | STAVROPOULOS NICKOLAS | Director | M-Exempt | D | Stock Option (right to purchase) | 245 | 16.33 | 4.0K | 23,455 | D | ↗ |
| 2026-02-12 | STAVROPOULOS NICKOLAS | Director | M-Exempt | D | Stock Option (right to purchase) | 200 | 16.33 | 3.3K | 23,700 | D | ↗ |
| 2026-01-28 | STAVROPOULOS NICKOLAS | Director | S-Sale | D | Class A Common Stock | 100 | 34.00 | 3.4K | 14,111 | D | ↗ |
| 2025-10-13 | Chiplock Mark | Officer | M-Exempt | D | Stock Option (right to purchase) | 5,000 | 12.35 | 61.8K | 0 | D | ↗ |
| 2025-10-09 | Chiplock Mark | Officer | M-Exempt | A | Class A Common Stock | 2,100 | 13.37 | 28.1K | 3,289 | D | ↗ |
| 2025-10-08 | Chiplock Mark | Officer | M-Exempt | D | Stock Option (right to puchase) | 3,800 | 13.37 | 50.8K | 19,798 | D | ↗ |
| 2025-10-07 | Chiplock Mark | Officer | M-Exempt | D | Stock Option (right to puchase) | 5,900 | 13.37 | 78.9K | 23,598 | D | ↗ |
| 2025-10-06 | Chiplock Mark | Officer | M-Exempt | D | Stock Option (right to puchase) | 5,900 | 13.37 | 78.9K | 29,498 | D | ↗ |
| 2025-10-01 | Chiplock Mark | Officer | M-Exempt | D | Stock Option (right to purchase) | 5,000 | 12.35 | 61.8K | 10,000 | D | ↗ |
| 2025-09-15 | Corrsin David J | Director / Officer | S-Sale | D | Class A Common Stock | 19 | 28.00 | 532.00 | 379 | I | ↗ |
| 2025-09-15 | Chiplock Mark | Officer | S-Sale | D | Class A Common Stock | 269 | 28.00 | 7.5K | 1,189 | D | ↗ |
| 2025-09-10 | Sakellaris George P | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 3,750 | 0.00 | — | 984,847 | D | ↗ |
| 2025-09-10 | Maltezos Louis P | Officer | M-Exempt | D | Restricted Stock Unit | 875 | 0.00 | — | 2,625 | D | ↗ |
| 2025-09-10 | Corrsin David J | Director / Officer | M-Exempt | D | Restricted Stock Unit | 50 | 0.00 | — | 200 | I | ↗ |
| 2025-09-10 | Christakis Peter | Officer | M-Exempt | D | Restricted Stock Unit | 750 | 0.00 | — | 2,250 | D | ↗ |
| 2025-09-10 | Chiplock Mark | Officer | M-Exempt | A | Class A Common Stock | 750 | 0.00 | — | 1,458 | D | ↗ |
| 2025-09-10 | Bulgarino Nicole E | Officer | M-Exempt | D | Restricted Stock Unit | 875 | 0.00 | — | 2,625 | D | ↗ |
| 2025-09-10 | Bakas Michael T | Officer | M-Exempt | D | Restricted Stock Unit | 875 | 0.00 | — | 2,625 | D | ↗ |
| 2025-09-08 | Corrsin David J | Director / Officer | M-Exempt | A | Class A Common Stock | 50 | 0.00 | — | 367 | I | ↗ |
| 2025-06-04 | WISNESKI FRANCIS V JR | Director | M-Exempt | D | Restricted Stock Unit | 4,886 | 0.00 | — | 0 | D | ↗ |
| 2025-06-04 | Sutton Joseph W. | Director | M-Exempt | D | Restricted Stock Unit | 4,886 | 0.00 | — | 0 | D | ↗ |
| 2025-06-04 | STAVROPOULOS NICKOLAS | Director | M-Exempt | A | Class A Common Stock | 4,886 | 0.00 | — | 14,111 | D | ↗ |
| 2025-06-04 | Patton Charles R. | Director | M-Exempt | D | Restricted Stock Unit | 4,886 | 0.00 | — | 0 | D | ↗ |
| 2025-06-04 | Miller Jennifer L | Director | A-Award | A | Restricted Stock Unit | 10,435 | 0.00 | — | 10,435 | D | ↗ |
| 2025-06-04 | Johnson Claire D'Oyly-Hughes | Director | A-Award | A | Restricted Stock Unit | 10,435 | 0.00 | — | 10,435 | D | ↗ |
| 2025-05-06 | Sutton Joseph W. | Director | M-Exempt | A | Class A Common Stock | 10,000 | 7.30 | 73.0K | 45,225 | D | ↗ |
| 2025-03-19 | Corrsin David J | Director / Officer | S-Sale | D | Class A Common Stock | 36 | 11.92 | 429.12 | 317 | I | ↗ |
| 2025-03-19 | Chiplock Mark | Officer | S-Sale | D | Class A Common Stock | 95 | 11.92 | 1.1K | 708 | D | ↗ |
| 2025-03-17 | Sakellaris George P | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Unit | 2,459 | 0.00 | — | 15,000 | D | ↗ |
| 2025-03-17 | Maltezos Louis P | Officer | M-Exempt | D | Restricted Stock Unit | 221 | 0.00 | — | 3,500 | D | ↗ |
| 2025-03-17 | Corrsin David J | Director / Officer | M-Exempt | D | Restricted Stock Unit | 183 | 0.00 | — | 0 | D | ↗ |
| 2025-03-17 | Christakis Peter | Officer | M-Exempt | A | Class A Common Stock | 295 | 0.00 | — | 11,856 | D | ↗ |
| 2025-03-17 | Chiplock Mark | Officer | M-Exempt | A | Class A Common Stock | 276 | 0.00 | — | 803 | D | ↗ |
| 2025-03-17 | Bulgarino Nicole E | Officer | M-Exempt | A | Class A Common Stock | 295 | 0.00 | — | 57,546 | D | ↗ |
| 2025-03-17 | Bakas Michael T | Officer | M-Exempt | D | Restricted Stock Unit | 295 | 0.00 | — | 3,500 | D | ↗ |
| 2025-03-10 | WISNESKI FRANCIS V JR | Director | P-Purchase | A | Class A Common Stock | 400 | 10.17 | 4.1K | 20,346 | D | ↗ |
| 2025-03-10 | Sakellaris George P | Director / Officer / 10% Owner | A-Award | A | Restricted Stock Unit | 15,000 | 0.00 | — | 17,459 | D | ↗ |
| 2025-03-10 | Maltezos Louis P | Officer | A-Award | A | Restricted Stock Unit | 3,500 | 0.00 | — | 3,721 | D | ↗ |
| 2025-03-10 | Corrsin David J | Director / Officer | A-Award | A | Restricted Stock Unit | 200 | 0.00 | — | 401 | I | ↗ |
| 2025-03-10 | Christakis Peter | Officer | A-Award | A | Stock Option (right to puchase) | 25,000 | 10.34 | 258.5K | 25,000 | D | ↗ |
| 2025-03-10 | Chiplock Mark | Officer | A-Award | A | Restricted Stock Unit | 3,000 | 0.00 | — | 3,276 | D | ↗ |
| 2025-03-10 | Bulgarino Nicole E | Officer | A-Award | A | Restricted Stock Unit | 3,500 | 0.00 | — | 3,795 | D | ↗ |
| 2025-03-10 | Bakas Michael T | Officer | A-Award | A | Restricted Stock Unit | 3,500 | 0.00 | — | 3,795 | D | ↗ |
| 2025-03-08 | Corrsin David J | Director / Officer | M-Exempt | A | Class A Common Stock | 50 | 0.00 | — | 273 | I | ↗ |
| 2025-03-06 | WISNESKI FRANCIS V JR | Director | P-Purchase | A | Class A Common Stock | 1,908 | 9.23 | 17.6K | 19,946 | D | ↗ |
| 2025-03-06 | Sakellaris George P | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 25,000 | 9.27 | 231.8K | 978,638 | D | ↗ |
| 2025-03-05 | WISNESKI FRANCIS V JR | Director | P-Purchase | A | Class A Common Stock | 300 | 9.56 | 2.9K | 18,038 | D | ↗ |
| 2025-03-05 | Sakellaris George P | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 50,000 | 9.74 | 487.0K | 953,638 | D | ↗ |
| 2025-03-05 | Patton Charles R. | Director | P-Purchase | A | Class A Common Stock | 5,000 | 9.96 | 49.8K | 8,503 | D | ↗ |
| 2025-03-05 | Bakas Michael T | Officer | M-Exempt | A | Class A Common Stock | 650 | 4.64 | 3.0K | 11,589 | D | ↗ |
| 2025-03-04 | WISNESKI FRANCIS V JR | Director | P-Purchase | A | Class A Common Stock | 3,500 | 9.67 | 33.8K | 17,738 | D | ↗ |
| 2025-03-04 | Sakellaris George P | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 50,000 | 9.96 | 498.0K | 903,638 | D | ↗ |
| 2025-03-04 | Johnson Claire D'Oyly-Hughes | Director | P-Purchase | A | Class A Common Stock | 1,800 | 9.95 | 17.9K | 1,800 | I | ↗ |
| 2025-02-27 | Bulgarino Nicole E | Officer | M-Exempt | A | Class A Common Stock | 25,528 | 6.53 | 166.7K | 57,251 | D | ↗ |
| 2025-02-03 | Miller Jennifer L | Director | M-Exempt | A | Class A Common Stock | 40,000 | 5.85 | 234.0K | 57,225 | D | ↗ |
| 2024-11-15 | Sutton Joseph W. | Director | P-Purchase | A | Class A Common Stock | 5,000 | 26.66 | 133.3K | 133,355 | I | ↗ |
| 2024-11-14 | Maltezos Louis P | Officer | A-Award | A | Stock Option (right to puchase) | 40,000 | 26.78 | 1.07M | 40,000 | D | ↗ |
| 2024-11-14 | Christakis Peter | Officer | A-Award | A | Stock Option (right to puchase) | 40,000 | 26.78 | 1.07M | 40,000 | D | ↗ |
| 2024-11-14 | Bulgarino Nicole E | Officer | A-Award | A | Stock Option (right to puchase) | 40,000 | 26.78 | 1.07M | 40,000 | D | ↗ |
| 2024-11-14 | Bakas Michael T | Officer | A-Award | A | Stock Option (right to puchase) | 40,000 | 26.78 | 1.07M | 40,000 | D | ↗ |
| 2024-11-13 | Sakellaris George P | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 25,000 | 26.54 | 663.5K | 853,638 | D | ↗ |
| 2024-09-19 | Maltezos Louis P | Officer | S-Sale | D | Class A Common Stock | 75 | 37.64 | 2.8K | 30,430 | — | ↗ |
| 2024-09-19 | Corrsin David J | Director / Officer | S-Sale | D | Class A Common Stock | 36 | 37.64 | 1.4K | 223 | — | ↗ |
| 2024-09-19 | Christakis Peter | Officer | S-Sale | D | Class A Common Stock | 104 | 37.64 | 3.9K | 11,561 | — | ↗ |
| 2024-09-19 | Chiplock Mark | Officer | S-Sale | D | Class A Common Stock | 98 | 37.64 | 3.7K | 527 | — | ↗ |
| 2024-09-19 | Bakas Michael T | Officer | S-Sale | D | Class A Common Stock | 104 | 37.64 | 3.9K | 10,939 | — | ↗ |
| 2024-09-17 | Sakellaris George P | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Unit | 2,459 | 0.00 | — | 2,459 | — | ↗ |
| 2024-09-17 | Maltezos Louis P | Officer | M-Exempt | D | Restricted Stock Unit | 221 | 0.00 | — | 221 | — | ↗ |
| 2024-09-17 | Corrsin David J | Director / Officer | M-Exempt | D | Restricted Stock Unit | 185 | 0.00 | — | 183 | — | ↗ |
| 2024-09-17 | Christakis Peter | Officer | M-Exempt | D | Restricted Stock Unit | 295 | 0.00 | — | 295 | — | ↗ |
| 2024-09-17 | Chiplock Mark | Officer | M-Exempt | D | Restricted Stock Unit | 277 | 0.00 | — | 276 | — | ↗ |
| 2024-09-17 | Bulgarino Nicole E | Officer | M-Exempt | A | Class A Common Stock | 295 | 0.00 | — | 31,723 | — | ↗ |
| 2024-09-17 | Bakas Michael T | Officer | M-Exempt | D | Restricted Stock Unit | 295 | 0.00 | — | 295 | — | ↗ |
| 2024-09-09 | Corrsin David J | Director / Officer | S-Sale | D | Class A Common Stock | 19 | 29.50 | 560.50 | 158 | — | ↗ |
| 2024-09-08 | Corrsin David J | Director / Officer | M-Exempt | A | Class A Common Stock | 50 | 0.00 | — | 177 | — | ↗ |
| 2024-08-31 | Chiplock Mark | Officer | A-Award | A | Stock Option (right to puchase) | 30,000 | 30.45 | 913.5K | 30,000 | — | ↗ |
| 2024-08-12 | Hole Spencer Doran | Officer | M-Exempt | D | Stock Option (right to puchase) | 5,000 | 14.24 | 71.2K | 33,000 | — | ↗ |
| 2024-06-13 | WISNESKI FRANCIS V JR | Director | M-Exempt | D | Restricted Stock Unit | 3,062 | 0.00 | — | 0 | — | ↗ |
| 2024-06-13 | Sutton Joseph W. | Director | M-Exempt | D | Restricted Stock Unit | 3,062 | 0.00 | — | 0 | — | ↗ |
| 2024-06-13 | STAVROPOULOS NICKOLAS | Director | M-Exempt | D | Restricted Stock Unit | 3,062 | 0.00 | — | 0 | — | ↗ |
| 2024-06-13 | Patton Charles R. | Director | M-Exempt | D | Restricted Stock Unit | 3,062 | 0.00 | — | 0 | — | ↗ |
| 2024-06-13 | Miller Jennifer L | Director | M-Exempt | A | Class A Common Stock | 3,062 | 0.00 | — | 17,225 | — | ↗ |
| 2024-06-13 | Johnson Claire D'Oyly-Hughes | Director | M-Exempt | D | Restricted Stock Unit | 3,062 | 0.00 | — | 0 | — | ↗ |
| 2024-06-04 | WISNESKI FRANCIS V JR | Director | A-Award | A | Restricted Stock Unit | 4,886 | 0.00 | — | 4,886 | — | ↗ |
| 2024-06-04 | Sutton Joseph W. | Director | A-Award | A | Restricted Stock Unit | 4,886 | 0.00 | — | 4,886 | — | ↗ |
| 2024-06-04 | STAVROPOULOS NICKOLAS | Director | A-Award | A | Restricted Stock Unit | 4,886 | 0.00 | — | 4,886 | — | ↗ |
| 2024-06-04 | Patton Charles R. | Director | A-Award | A | Restricted Stock Unit | 4,886 | 0.00 | — | 4,886 | — | ↗ |
| 2024-06-04 | Miller Jennifer L | Director | A-Award | A | Restricted Stock Unit | 4,886 | 0.00 | — | 4,886 | — | ↗ |
| 2024-06-04 | Johnson Claire D'Oyly-Hughes | Director | A-Award | A | Restricted Stock Unit | 4,886 | 0.00 | — | 4,886 | — | ↗ |
| 2024-05-30 | Chiplock Mark | Officer | M-Exempt | A | Class A Common Stock | 3,000 | 10.05 | 30.2K | 3,348 | — | ↗ |
| 2024-04-20 | Patton Charles R. | Director | M-Exempt | A | Class A Common Stock | 441 | 0.00 | — | 441 | — | ↗ |
| 2024-04-01 | Sutton Joseph W. | Director | M-Exempt | A | Class A Common Stock | 10,000 | 6.70 | 67.0K | 22,163 | — | ↗ |
| 2024-03-19 | Maltezos Louis P | Officer | S-Sale | D | Class A Common Stock | 78 | 20.53 | 1.6K | 30,284 | — | ↗ |
| 2024-03-19 | Hole Spencer Doran | Officer | S-Sale | D | Class A Common Stock | 108 | 20.53 | 2.2K | 1,878 | — | ↗ |
| 2024-03-19 | Corrsin David J | Director / Officer | S-Sale | D | Class A Common Stock | 38 | 20.53 | 780.14 | 127 | — | ↗ |
| 2024-03-19 | Christakis Peter | Officer | S-Sale | D | Class A Common Stock | 108 | 20.53 | 2.2K | 11,370 | — | ↗ |
| 2024-03-19 | Chiplock Mark | Officer | S-Sale | D | Class A Common Stock | 101 | 20.53 | 2.1K | 348 | — | ↗ |
| 2024-03-19 | Bakas Michael T | Officer | S-Sale | D | Class A Common Stock | 108 | 20.53 | 2.2K | 10,748 | — | ↗ |
| 2024-03-17 | Sakellaris George P | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 2,459 | 0.00 | — | 826,179 | — | ↗ |
| 2024-03-17 | Maltezos Louis P | Officer | M-Exempt | D | Restricted Stock Unit | 221 | 0.00 | — | 442 | — | ↗ |
| 2024-03-17 | Hole Spencer Doran | Officer | M-Exempt | D | Restricted Stock Unit | 295 | 0.00 | — | 590 | — | ↗ |
| 2024-03-17 | Corrsin David J | Director / Officer | M-Exempt | A | Class A Common Stock | 102 | 0.00 | — | 165 | — | ↗ |
| 2024-03-17 | Christakis Peter | Officer | M-Exempt | D | Restricted Stock Unit | 295 | 0.00 | — | 590 | — | ↗ |
| 2024-03-17 | Chiplock Mark | Officer | M-Exempt | D | Restricted Stock Unit | 277 | 0.00 | — | 553 | — | ↗ |
| 2024-03-17 | Bulgarino Nicole E | Officer | M-Exempt | D | Restricted Stock Unit | 295 | 0.00 | — | 590 | — | ↗ |
| 2024-03-17 | Bakas Michael T | Officer | M-Exempt | D | Restricted Stock Unit | 295 | 0.00 | — | 590 | — | ↗ |
| 2024-03-08 | Maltezos Louis P | Officer | A-Award | A | Stock Option (right to puchase) | 25,000 | 21.13 | 528.3K | 25,000 | — | ↗ |
| 2024-03-08 | Hole Spencer Doran | Officer | A-Award | A | Stock Option (right to puchase) | 20,000 | 21.13 | 422.6K | 20,000 | — | ↗ |
| 2024-03-08 | Corrsin David J | Director / Officer | A-Award | A | Stock Option (right to puchase) | 10,000 | 21.13 | 211.3K | 10,000 | — | ↗ |
| 2024-03-08 | Christakis Peter | Officer | A-Award | A | Stock Option (right to puchase) | 25,000 | 21.13 | 528.3K | 25,000 | — | ↗ |
| 2024-03-08 | Chiplock Mark | Officer | A-Award | A | Stock Option (right to puchase) | 20,000 | 21.13 | 422.6K | 20,000 | — | ↗ |
| 2024-03-08 | Bulgarino Nicole E | Officer | A-Award | A | Stock Option (right to puchase) | 25,000 | 21.13 | 528.3K | 25,000 | — | ↗ |
| 2024-03-08 | Bakas Michael T | Officer | A-Award | A | Stock Option (right to puchase) | 25,000 | 21.13 | 528.3K | 25,000 | — | ↗ |
| 2024-01-09 | Bakas Michael T | Officer | M-Exempt | D | Stock Option (right to purchase) | 5,250 | 8.35 | 43.8K | 14,750 | — | ↗ |
| 2023-12-20 | Bakas Michael T | Officer | M-Exempt | A | Class A Common Stock | 4,500 | 5.80 | 26.1K | 4,811 | — | ↗ |
| 2023-11-20 | Sakellaris George P | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 2,600 | 28.89 | 75.1K | 1,097,600 | — | ↗ |
| 2023-11-17 | Sakellaris George P | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 1,500 | 29.46 | 44.2K | 1,095,000 | — | ↗ |
| 2023-11-16 | Sakellaris George P | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 600 | 27.39 | 16.4K | 1,090,000 | — | ↗ |
| 2023-11-15 | Sakellaris George P | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 1,400 | 29.16 | 40.8K | 1,085,000 | — | ↗ |
| 2023-11-14 | Sakellaris George P | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 900 | 25.21 | 22.7K | 814,620 | — | ↗ |
| 2023-11-13 | Sakellaris George P | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 15,000 | 22.66 | 339.9K | 813,720 | — | ↗ |
| 2023-11-10 | Sakellaris George P | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 902 | 22.56 | 20.3K | 798,720 | — | ↗ |
| 2023-11-10 | Bulgarino Nicole E | Officer | P-Purchase | A | Class A Common Stock | 15,000 | 22.40 | 336.0K | 31,133 | — | ↗ |
| 2023-11-09 | Sakellaris George P | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 20,000 | 22.59 | 451.8K | 793,720 | — | ↗ |
| 2023-09-19 | Sakellaris George P | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 1,072 | 43.51 | 46.6K | 773,720 | — | ↗ |
| 2023-09-19 | Maltezos Louis P | Officer | S-Sale | D | Class A Common Stock | 81 | 43.51 | 3.5K | 30,141 | — | ↗ |
| 2023-09-19 | MacIntosh Britta | Officer | S-Sale | D | Class A Common Stock | 128 | 43.51 | 5.6K | 33,979 | — | ↗ |
| 2023-09-19 | Hole Spencer Doran | Officer | S-Sale | D | Class A Common Stock | 92 | 43.51 | 4.0K | 1,288 | — | ↗ |
| 2023-09-19 | Corrsin David J | Director / Officer | S-Sale | D | Class A Common Stock | 70 | 43.51 | 3.0K | 115 | — | ↗ |
| 2023-09-19 | Christakis Peter | Officer | S-Sale | D | Class A Common Stock | 112 | 43.51 | 4.9K | 11,183 | — | ↗ |
| 2023-09-19 | Chiplock Mark | Officer | S-Sale | D | Class A Common Stock | 105 | 43.51 | 4.6K | 172 | — | ↗ |
| 2023-09-18 | Bulgarino Nicole E | Officer | S-Sale | D | Class A Common Stock | 110 | 43.51 | 4.8K | 16,133 | — | ↗ |
| 2023-09-18 | Bakas Michael T | Officer | S-Sale | D | Class A Common Stock | 112 | 43.51 | 4.9K | 311 | — | ↗ |
| 2023-09-17 | Sakellaris George P | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Unit | 2,460 | 0.00 | — | 7,377 | — | ↗ |
| 2023-09-17 | Maltezos Louis P | Officer | M-Exempt | A | Class A Common Stock | 222 | 0.00 | — | 30,222 | — | ↗ |
| 2023-09-17 | MacIntosh Britta | Officer | M-Exempt | A | Class A Common Stock | 295 | 0.00 | — | 34,107 | — | ↗ |
| 2023-09-17 | Hole Spencer Doran | Officer | M-Exempt | D | Restricted Stock Unit | 295 | 0.00 | — | 885 | — | ↗ |
| 2023-09-17 | Corrsin David J | Director / Officer | M-Exempt | A | Class A Common Stock | 102 | 0.00 | — | 102 | — | ↗ |
| 2023-09-17 | Christakis Peter | Officer | M-Exempt | D | Restricted Stock Unit | 295 | 0.00 | — | 885 | — | ↗ |
| 2023-09-17 | Chiplock Mark | Officer | M-Exempt | A | Class A Common Stock | 277 | 0.00 | — | 277 | — | ↗ |
| 2023-09-17 | Bulgarino Nicole E | Officer | M-Exempt | D | Restricted Stock Unit | 295 | 0.00 | — | 885 | — | ↗ |
| 2023-09-17 | Bakas Michael T | Officer | M-Exempt | A | Class A Common Stock | 295 | 0.00 | — | 423 | — | ↗ |
| 2023-09-07 | Hole Spencer Doran | Officer | M-Exempt | D | Stock Option (right to puchase) | 5,000 | 13.37 | 66.9K | 0 | — | ↗ |
| 2023-09-01 | WISNESKI FRANCIS V JR | Director | M-Exempt | A | Class A Common Stock | 3,000 | 11.55 | 34.7K | 14,176 | — | ↗ |
| 2023-08-31 | WISNESKI FRANCIS V JR | Director | M-Exempt | A | Class A Common Stock | 2,000 | 11.55 | 23.1K | 13,176 | — | ↗ |
| 2023-08-31 | Hole Spencer Doran | Officer | M-Exempt | A | Class A Common Stock | 5,000 | 13.37 | 66.9K | 5,000 | — | ↗ |
| 2023-08-29 | WISNESKI FRANCIS V JR | Director | S-Sale | D | Class A Common Stock | 3,000 | 44.48 | 133.4K | 11,176 | — | ↗ |
| 2023-08-28 | WISNESKI FRANCIS V JR | Director | M-Exempt | D | Stock Option (right to purchase) | 2,000 | 11.55 | 23.1K | 8,000 | — | ↗ |
| 2023-08-11 | WISNESKI FRANCIS V JR | Director | S-Sale | D | Class A Common Stock | 2,163 | 50.13 | 108.4K | 11,176 | — | ↗ |
| 2023-06-13 | WISNESKI FRANCIS V JR | Director | A-Award | A | Restricted Stock Unit | 3,062 | 0.00 | — | 3,062 | — | ↗ |
| 2023-06-13 | Sutton Joseph W. | Director | A-Award | A | Restricted Stock Unit | 3,062 | 0.00 | — | 3,062 | — | ↗ |
| 2023-06-13 | STAVROPOULOS NICKOLAS | Director | A-Award | A | Restricted Stock Unit | 3,062 | 0.00 | — | 3,062 | — | ↗ |
| 2023-06-13 | Patton Charles R. | Director | A-Award | A | Restricted Stock Unit | 3,062 | 0.00 | — | 3,062 | — | ↗ |
| 2023-06-13 | Miller Jennifer L | Director | A-Award | A | Restricted Stock Unit | 3,062 | 0.00 | — | 3,062 | — | ↗ |
| 2023-06-13 | Johnson Claire D'Oyly-Hughes | Director | A-Award | A | Restricted Stock Unit | 3,062 | 0.00 | — | 3,062 | — | ↗ |
| 2023-06-08 | Bulgarino Nicole E | Officer | M-Exempt | A | Class A Common Stock | 15,000 | 9.45 | 141.8K | 15,474 | — | ↗ |
| 2023-06-02 | Hole Spencer Doran | Officer | M-Exempt | A | Class A Common Stock | 5,000 | 13.37 | 66.9K | 5,000 | — | ↗ |
| 2023-05-19 | WISNESKI FRANCIS V JR | Director | M-Exempt | A | Class A Common Stock | 2,163 | 0.00 | — | 13,339 | — | ↗ |
| 2023-05-19 | Sutton Joseph W. | Director | M-Exempt | A | Class A Common Stock | 2,163 | 0.00 | — | 12,163 | — | ↗ |
| 2023-05-19 | STAVROPOULOS NICKOLAS | Director | M-Exempt | A | Class A Common Stock | 2,163 | 0.00 | — | 6,163 | — | ↗ |
| 2023-05-19 | Miller Jennifer L | Director | M-Exempt | A | Class A Common Stock | 2,163 | 0.00 | — | 14,163 | — | ↗ |
| 2023-05-19 | Johnson Claire D'Oyly-Hughes | Director | M-Exempt | A | Class A Common Stock | 2,163 | 0.00 | — | 2,163 | — | ↗ |
| 2023-05-05 | Hole Spencer Doran | Officer | M-Exempt | D | Stock Option (right to puchase) | 5,000 | 13.37 | 66.9K | 15,000 | — | ↗ |
| 2023-04-20 | Patton Charles R. | Director | A-Award | A | Restricted Stock Unit | 441 | 0.00 | — | 441 | — | ↗ |
| 2023-04-19 | Christakis Peter | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 11,000 | — | ↗ |
| 2023-03-17 | Sakellaris George P | Director / Officer / 10% Owner | A-Award | A | Restricted Stock Unit | 9,837 | 0.00 | — | 9,837 | — | ↗ |
| 2023-03-17 | Maltezos Louis P | Officer | A-Award | A | Restricted Stock Unit | 885 | 0.00 | — | 885 | — | ↗ |
| 2023-03-17 | MacIntosh Britta | Officer | A-Award | A | Restricted Stock Unit | 1,180 | 0.00 | — | 1,180 | — | ↗ |
| 2023-03-17 | Hole Spencer Doran | Officer | A-Award | A | Restricted Stock Unit | 1,180 | 0.00 | — | 1,180 | — | ↗ |
| 2023-03-17 | Corrsin David J | Director / Officer | A-Award | A | Restricted Stock Unit | 406 | 0.00 | — | 406 | — | ↗ |
| 2023-03-17 | Chiplock Mark | Officer | A-Award | A | Restricted Stock Unit | 1,107 | 0.00 | — | 1,107 | — | ↗ |
| 2023-03-17 | Bulgarino Nicole E | Officer | A-Award | A | Restricted Stock Unit | 1,180 | 0.00 | — | 1,180 | — | ↗ |
| 2023-03-17 | Bakas Michael T | Officer | A-Award | A | Restricted Stock Unit | 1,180 | 0.00 | — | 1,180 | — | ↗ |
| 2023-03-09 | Sutton Joseph W. | Director | M-Exempt | A | Class A Common Stock | 10,000 | 8.39 | 83.9K | 10,000 | — | ↗ |
| 2023-03-07 | Sakellaris George P | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 25,000 | 6.70 | 167.5K | 772,332 | — | ↗ |
| 2022-12-31 | Bakas Michael T | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-12-20 | MacIntosh Britta | Officer | M-Exempt | A | Class A Common Stock | 8,000 | 29.52 | 236.2K | 33,000 | — | ↗ |
| 2022-11-04 | WISNESKI FRANCIS V JR | Director | A-Award | A | Restricted Stock Unit | 2,163 | 0.00 | — | 2,163 | — | ↗ |
| 2022-11-04 | Sutton Joseph W. | Director | A-Award | A | Restricted Stock Unit | 2,163 | 0.00 | — | 2,163 | — | ↗ |
| 2022-11-04 | STAVROPOULOS NICKOLAS | Director | A-Award | A | Restricted Stock Unit | 2,163 | 0.00 | — | 2,163 | — | ↗ |
| 2022-11-04 | Miller Jennifer L | Director | A-Award | A | Restricted Stock Unit | 2,163 | 0.00 | — | 2,163 | — | ↗ |
| 2022-11-04 | Johnson Claire D'Oyly-Hughes | Director | A-Award | A | Restricted Stock Unit | 2,163 | 0.00 | — | 2,163 | — | ↗ |
| 2022-11-04 | Foy Douglas I | Director | A-Award | A | Restricted Stock Unit | 2,163 | 0.00 | — | 2,163 | — | ↗ |
| 2022-03-24 | Maltezos Louis P | Officer | M-Exempt | A | Class A Common Stock | 2,985 | 43.00 | 128.4K | 32,985 | — | ↗ |
| 2022-03-10 | Chiplock Mark | Officer | M-Exempt | D | Stock Option (right to purchase) | 2,999 | 43.00 | 129.0K | 12,001 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | George P. Sakellaris Chairman of the Board of Directors and Chief Executive Officer | 1.50M | 250.0K | 155.1K | 1.39M | — | 48.7K | 3.34M | 46.14% | ↗ |
| 2 | 2025 | Peter Christakis | 470.0K | 80.0K | 31.0K | 513.6K | — | 16.8K | 1.11M | 49.00% | ↗ |
| 3 | 2025 | Louis P. Maltezos Co-President | 540.0K | 110.0K | 36.2K | 346.5K | — | 16.8K | 1.05M | 36.46% | ↗ |
| 4 | 2025 | Nicole A. Bulgarino Co-President | 540.0K | 80.0K | 36.2K | 346.5K | — | 16.8K | 1.02M | 37.54% | ↗ |
| 5 | 2025 | Michael T. Bakas President - Renewable Fuels | 540.0K | 80.0K | 36.2K | 346.5K | — | 16.8K | 1.02M | 37.54% | ↗ |
| 6 | 2025 | Mark A. Chiplock Executive Vice President, Chief Financial Officer and Chief Accounting Officer | 435.0K | 80.0K | 31.0K | 277.2K | — | 16.8K | 840.0K | 36.69% | ↗ |
| 7 | 2024 | George P. Sakellaris Chairman of the Board of Directors and Chief Executive Officer | 1.50M | — | — | — | — | 48.7K | 1.55M | 0.00% | ↗ |
| 8 | 2024 | George P. Sakellaris Chairman of the Board of Directors, President, and Chief Executive Officer | 1.55M | — | — | — | — | — | 1.55M | 0.00% | ↗ |
| 9 | 2024 | Nicole A. Bulgarino President - Federal Solutions and Utility Infrastructure | 1.53M | — | — | — | — | — | 1.53M | 0.00% | ↗ |
| 10 | 2024 | Michael T. Bakas President - Renewable Fuels | 466.1K | 60.0K | — | 987.5K | — | 16.8K | 1.53M | 64.53% | ↗ |
| 11 | 2024 | Nicole A. Bulgarino Co-President | 466.1K | 60.0K | — | 987.5K | — | 16.8K | 1.53M | 64.53% | ↗ |
| 12 | 2024 | Michael T. Bakas President - Renewable Fuels | 1.53M | — | — | — | — | — | 1.53M | 0.00% | ↗ |
| 13 | 2024 | Louis P. Maltezos President - Central & Western USA, Canada | 1.52M | — | — | — | — | — | 1.52M | 0.00% | ↗ |
| 14 | 2024 | Louis P. Maltezos Co-President | 452.2K | 60.0K | — | 987.5K | — | 16.8K | 1.52M | 65.12% | ↗ |
| 15 | 2024 | Mark A. Chiplock Executive Vice President, Chief Financial Officer and Chief Accounting Officer | 390.6K | 60.0K | — | 813.1K | — | 16.8K | 1.28M | 63.50% | ↗ |
| 16 | 2024 | Mark A. Chiplock Executive Vice President, Chief Financial Officer and Chief Accounting Officer | 1.28M | — | — | — | — | — | 1.28M | 0.00% | ↗ |
| 17 | 2024 | Spencer Doran Hole Former Executive Vice President and Chief Financial Officer | 593.1K | — | — | — | — | — | 593.1K | 0.00% | ↗ |
| 18 | 2023 | George P. Sakellaris Chairman of the Board of Directors, President, and Chief Executive Officer | 1.97M | — | — | — | — | — | 1.97M | 0.00% | ↗ |
| 19 | 2023 | George P. Sakellaris President and Chief Executive Officer | 1.50M | — | 424.5K | — | — | 46.2K | 1.97M | 21.54% | ↗ |
| 20 | 2023 | Britta MacIntosh Senior Vice President Western Region and UK & Europe Operations | 391.5K | 137.0K | 50.9K | — | — | 13.7K | 593.2K | 8.58% | ↗ |
| 21 | 2023 | Nicole A. Bulgarino Executive Vice President and General Manager, Federal Solutions | 443.0K | — | 50.9K | — | — | 16.7K | 510.7K | 9.97% | ↗ |
| 22 | 2023 | Nicole A. Bulgarino President - Federal Solutions and Utility Infrastructure | 510.7K | — | — | — | — | — | 510.7K | 0.00% | ↗ |
| 23 | 2023 | Michael T. Bakas Executive Vice President, Distributed Energy Systems | 442.4K | — | 50.9K | — | — | 16.7K | 510.1K | 9.98% | ↗ |
| 24 | 2023 | Michael T. Bakas President - Renewable Fuels | 510.1K | — | — | — | — | — | 510.1K | 0.00% | ↗ |
| 25 | 2023 | Spencer Doran Hole Executive Vice President and Chief Financial Officer | 421.3K | — | 50.9K | — | — | 16.7K | 488.9K | 10.41% | ↗ |
| 26 | 2023 | Spencer Doran Hole Former Executive Vice President and Chief Financial Officer | 488.9K | — | — | — | — | — | 488.9K | 0.00% | ↗ |
| 27 | 2022 | George P. Sakellaris Chairman of the Board of Directors, President, and Chief Executive Officer | 6.50M | — | — | — | — | — | 6.50M | 0.00% | ↗ |
| 28 | 2022 | George P. Sakellaris President and Chief Executive Officer | 1.41M | — | — | 5.04M | — | 41.5K | 6.50M | 77.61% | ↗ |
| 29 | 2022 | Michael T. Bakas Executive Vice President, Distributed Energy Systems | 417.7K | 20.0K | — | 1.05M | — | 16.7K | 1.51M | 69.83% | ↗ |
| 30 | 2022 | Michael T. Bakas President - Renewable Fuels | 1.51M | — | — | — | — | — | 1.51M | 0.00% | ↗ |
| 31 | 2022 | Britta MacIntosh Senior Vice President Western Region and UK & Europe Operations | 362.8K | 80.6K | — | 1.01M | — | 13.4K | 1.47M | 68.91% | ↗ |
| 32 | 2022 | Nicole A. Bulgarino President - Federal Solutions and Utility Infrastructure | 1.41M | — | — | — | — | — | 1.41M | 0.00% | ↗ |
| 33 | 2022 | Nicole A. Bulgarino Executive Vice President and General Manager, Federal Solutions | 421.3K | 20.0K | — | 951.1K | — | 16.7K | 1.41M | 67.49% | ↗ |
| 34 | 2022 | Spencer Doran Hole Executive Vice President and Chief Financial Officer | 401.2K | 20.0K | — | 504.4K | — | 16.7K | 942.3K | 53.52% | ↗ |
| 35 | 2022 | Spencer Doran Hole Former Executive Vice President and Chief Financial Officer | 942.3K | — | — | — | — | — | 942.3K | 0.00% | ↗ |
| 36 | 2021 | George P. Sakellaris President and Chief Executive Officer | 1.16M | 625.0K | — | 5.23M | — | 24.9K | 7.05M | 74.27% | ↗ |
| 37 | 2021 | Nicole A. Bulgarino Executive Vice President and General Manager, Federal Solutions | 400.0K | 80.0K | — | 1.05M | — | 17.5K | 1.54M | 67.78% | ↗ |
| 38 | 2021 | Michael T. Bakas Executive Vice President, Distributed Energy Systems | 389.7K | 80.0K | — | 1.05M | — | 17.5K | 1.53M | 68.24% | ↗ |
| 39 | 2021 | Britta MacIntosh Senior Vice President Western Region & London Operations | 332.5K | 322.7K | — | 637.7K | — | 17.5K | 1.31M | 48.66% | ↗ |
| 40 | 2021 | Britta MacIntosh Senior Vice President Western Region and UK & Europe Operations | 332.5K | 322.7K | — | 637.7K | — | 17.5K | 1.31M | 48.66% | ↗ |
| 41 | 2021 | Spencer Doran Hole Executive Vice President and Chief Financial Officer | 382.1K | 80.0K | — | 314.0K | — | 27.4K | 803.5K | 39.08% | ↗ |
| 42 | 2020 | George P. Sakellaris President and Chief Executive Officer | 950.5K | 500.0K | — | — | — | 19.5K | 1.47M | 0.00% | ↗ |
| 43 | 2020 | Nicole A. Bulgarino Executive Vice President and General Manager, Federal Solutions | 380.5K | 100.0K | — | 338.5K | — | 50.9K | 869.8K | 38.91% | ↗ |
| 44 | 2020 | Michael T. Bakas Executive Vice President, Distributed Energy Systems | 366.5K | 100.0K | — | 338.5K | — | 17.6K | 822.5K | 41.15% | ↗ |
| 45 | 2020 | Spencer Doran Hole Senior Vice President and Chief Financial Officer | 366.3K | 80.0K | — | — | — | 37.6K | 483.9K | 0.00% | ↗ |
| 46 | 2020 | Spencer Doran Hole Executive Vice President and Chief Financial Officer | 366.3K | 80.0K | — | — | — | 37.6K | 483.9K | 0.00% | ↗ |
| 47 | 2020 | David J. Corrsin Executive Vice President and General Counsel | 364.9K | 70.0K | — | — | — | 17.6K | 452.5K | 0.00% | ↗ |
| 48 | 2019 | George P. Sakellaris President and Chief Executive Officer | 800.0K | 200.0K | — | 2.87M | — | 27.3K | 3.90M | 73.64% | ↗ |
| 49 | 2019 | Spencer Doran Hole Senior Vice President and Chief Financial Offier | 145.8K | 70.0K | — | 625.4K | — | 17.4K | 858.6K | 72.84% | ↗ |
| 50 | 2019 | Spencer Doran Hole Executive Vice President and Chief Financial Officer | 145.8K | 70.0K | — | 625.4K | — | 17.4K | 858.6K | 72.84% | ↗ |
| 51 | 2019 | Spencer Doran Hole Senior Vice President and Chief Financial Officer | 145.8K | 70.0K | — | 625.4K | — | 17.4K | 858.6K | 72.84% | ↗ |
| 52 | 2019 | Nicole A. Bulgarino Executive Vice President and General Manager, Federal Solutions | 355.2K | 100.0K | — | 298.5K | — | 57.1K | 810.8K | 36.81% | ↗ |
| 53 | 2019 | Michael T. Bakas Executive Vice President, Distributed Energy Systems | 334.7K | 60.0K | — | 298.5K | — | 17.7K | 710.9K | 41.99% | ↗ |
| 54 | 2019 | David J. Corrsin Executive Vice President and General Counsel | 341.3K | 20.0K | — | 298.5K | — | 17.7K | 677.5K | 44.05% | ↗ |
| 55 | 2019 | Mark A. Chiplock Vice President and Interim Chief Financial Officer | 260.0K | 30.0K | — | 238.8K | — | 17.4K | 546.2K | 43.72% | ↗ |
| 56 | 2018 | George P. Sakellaris President and Chief Executive Officer | 733.3K | 400.0K | — | — | — | 35.0K | 1.17M | 0.00% | ↗ |
| 57 | 2018 | Nicole A. Bulgarino Executive Vice President and General Manager, Federal Solutions | 334.1K | 140.0K | — | 101.0K | — | 56.2K | 631.4K | 16.00% | ↗ |
| 58 | 2018 | Mark A. Chiplock Vice President and Interim Chief Financial Officer | 241.9K | 80.0K | — | 217.8K | — | 15.4K | 555.0K | 39.24% | ↗ |
| 59 | 2018 | Michael T. Bakas Executive Vice President, Distributed Energy Systems | 314.1K | 120.0K | — | 101.0K | — | 17.7K | 552.8K | 18.28% | ↗ |
| 60 | 2018 | John R. Granara, III Former Executive Vice President and Chief Financial Officer | 254.5K | — | — | — | — | 289.7K | 544.2K | 0.00% | ↗ |
| 61 | 2018 | David J. Anderson Executive Vice President | 341.2K | 80.0K | — | — | — | 17.7K | 438.9K | 0.00% | ↗ |
| 62 | 2017 | George P. Sakellaris President and Chief Executive Officer | 665.0K | 250.0K | — | — | — | 35.2K | 950.2K | 0.00% | ↗ |
| 63 | 2017 | Nicole A. Bulgarino Executive Vice President and General Manager, Federal Solutions | 311.3K | 115.0K | — | 140.6K | — | 17.6K | 584.5K | 24.05% | ↗ |
| 64 | 2017 | Michael T. Bakas Executive Vice President, Distributed Energy Systems | 289.8K | 90.0K | — | 70.3K | — | 17.5K | 467.6K | 15.03% | ↗ |
| 65 | 2017 | John R. Granara, III Executive Vice President and Chief Financial Officer | 323.1K | 100.0K | — | — | — | 17.7K | 440.8K | 0.00% | ↗ |
| 66 | 2017 | John R. Granara, III Former Executive Vice President and Chief Financial Officer | 323.1K | 100.0K | — | — | — | 17.7K | 440.8K | 0.00% | ↗ |
| 67 | 2017 | Louis P. Maltezos Executive Vice President | 336.1K | 60.0K | — | — | — | 17.7K | 413.8K | 0.00% | ↗ |
| 68 | 2016 | George P. Sakellaris President and Chief Executive Officer | 587.3K | 250.0K | — | — | — | 35.7K | 873.0K | 0.00% | ↗ |
| 69 | 2016 | John R. Granara, III Executive Vice President and Chief Financial Officer | 306.8K | 90.0K | — | 247.7K | — | 17.5K | 662.1K | 37.42% | ↗ |
| 70 | 2016 | John R. Granara, III Former Executive Vice President and Chief Financial Officer | 306.8K | 90.0K | — | 247.7K | — | 17.5K | 662.1K | 37.42% | ↗ |
| 71 | 2016 | Michael T. Bakas Executive Vice President, Distributed Energy Systems | 274.3K | 100.0K | — | 193.4K | — | 17.0K | 584.7K | 33.08% | ↗ |
| 72 | 2016 | Michael T. Bakas Senior Vice President, Renewable Energy | 274.3K | 100.0K | — | 193.4K | — | 17.0K | 584.7K | 33.08% | ↗ |
| 73 | 2016 | Joseph P. DeManche Executive Vice President | 324.4K | 80.0K | — | 139.1K | — | 17.6K | 561.1K | 24.79% | ↗ |
| 74 | 2016 | Nicole A. Bulgarino Senior Vice President and General Manager, Federal Solutions | 280.5K | 120.0K | — | 139.1K | — | 17.4K | 557.0K | 24.97% | ↗ |
| 75 | 2016 | Nicole A. Bulgarino Executive Vice President and General Manager, Federal Solutions | 280.5K | 120.0K | — | 139.1K | — | 17.4K | 557.0K | 24.97% | ↗ |
| 76 | 2016 | Louis P. Maltezos Executive Vice President | 325.4K | 60.0K | — | 139.1K | — | 17.6K | 542.1K | 25.66% | ↗ |
| 77 | 2015 | George P. Sakellaris President and Chief Executive Officer | 564.7K | — | — | — | — | 36.1K | 600.7K | 0.00% | ↗ |
| 78 | 2015 | Nicole A. Bulgarino Senior Vice President and General Manager, Federal Solutions | 245.0K | 75.0K | — | 244.5K | — | 16.6K | 581.1K | 42.08% | ↗ |
| 79 | 2015 | Nicole A. Bulgarino Executive Vice President and General Manager, Federal Solutions | 245.0K | 75.0K | — | 244.5K | — | 16.6K | 581.1K | 42.08% | ↗ |
| 80 | 2015 | Louis P. Maltezos Executive Vice President | 309.8K | — | — | 244.5K | — | 17.6K | 571.9K | 42.75% | ↗ |
| 81 | 2015 | David J. Anderson Executive Vice President | 316.5K | — | — | — | — | 17.4K | 333.9K | 0.00% | ↗ |
| 82 | 2015 | Joseph P. DeManche Executive Vice President | 312.0K | — | — | — | — | 17.4K | 329.4K | 0.00% | ↗ |
| 83 | 2015 | John R. Granara, III Executive Vice President and Chief Financial Officer | 288.5K | — | — | — | — | 17.5K | 306.0K | 0.00% | ↗ |
| 84 | 2015 | John R. Granara, III Vice President and Chief Financial Officer | 288.5K | — | — | — | — | 17.5K | 306.0K | 0.00% | ↗ |
| 85 | 2015 | Andrew B. Spence Former Vice President and Chief Financial Officer | 242.7K | — | — | — | — | 16.0K | 258.6K | 0.00% | ↗ |
| 86 | 2014 | George P. Sakellaris President and Chief Executive Officer | 550.0K | — | — | 87.9K | — | 27.0K | 664.9K | 13.22% | ↗ |
| 87 | 2014 | George P. Sakellaris President and Chief Executive Officer | 550.0K | — | — | 87.9K | — | 27.0K | 664.9K | 13.22% | ↗ |
| 88 | 2014 | David J. Anderson Executive Vice President, Business Development | 306.5K | — | — | — | — | 16.4K | 322.9K | 0.00% | ↗ |
| 89 | 2014 | David J. Anderson Executive Vice President | 306.5K | — | — | — | — | 16.4K | 322.9K | 0.00% | ↗ |
| 90 | 2014 | Joseph P. DeManche Executive Vice President | 299.0K | — | — | — | — | 16.4K | 315.4K | 0.00% | ↗ |
| 91 | 2014 | Joseph P. DeManche Executive Vice President, Engineering and Operations | 299.0K | — | — | — | — | 16.4K | 315.4K | 0.00% | ↗ |
| 92 | 2014 | Louis P. Maltezos Executive Vice President | 297.1K | — | — | — | — | 16.4K | 313.5K | 0.00% | ↗ |
| 93 | 2014 | Louis P. Maltezos Executive Vice President and General Manager, Central Region | 297.1K | — | — | — | — | 16.4K | 313.5K | 0.00% | ↗ |
| 94 | 2014 | Andrew B. Spence Former Vice President and Chief Financial Officer | 240.3K | — | — | — | — | 15.3K | 255.6K | 0.00% | ↗ |
| 95 | 2014 | Andrew B. Spence Vice President and Chief Financial Officer | 240.3K | — | — | — | — | 15.3K | 255.6K | 0.00% | ↗ |
| 96 | 2013 | George P. Sakellaris President and Chief Executive Officer | 550.0K | — | — | — | — | 17.4K | 567.4K | 0.00% | ↗ |
| 97 | 2013 | George P. Sakellaris President and Chief Executive Officer | 550.0K | — | — | — | — | 17.4K | 567.4K | 0.00% | ↗ |
| 98 | 2013 | David J. Anderson Executive Vice President | 290.0K | — | — | — | — | 16.1K | 306.1K | 0.00% | ↗ |
| 99 | 2013 | David J. Anderson Executive Vice President, Business Development | 290.0K | — | — | — | — | 16.1K | 306.1K | 0.00% | ↗ |
| 100 | 2013 | Joseph P. DeManche Executive Vice President, Engineering and Operations | 284.8K | — | — | — | — | 16.1K | 300.9K | 0.00% | ↗ |
| 101 | 2013 | Louis P. Maltezos Executive Vice President and General Manager, Central Region | 279.4K | — | — | — | — | 16.1K | 295.5K | 0.00% | ↗ |
| 102 | 2013 | Louis P. Maltezos Executive Vice President | 279.4K | — | — | — | — | 16.1K | 295.5K | 0.00% | ↗ |
| 103 | 2013 | Andrew B. Spence Former Vice President and Chief Financial Officer | 234.1K | — | — | — | — | 14.8K | 248.9K | 0.00% | ↗ |
| 104 | 2013 | Andrew B. Spence Vice President and Chief Financial Officer | 234.1K | — | — | — | — | 14.8K | 248.9K | 0.00% | ↗ |
| 105 | 2012 | George P. Sakellaris President and Chief Executive Officer | 530.8K | — | — | — | — | 17.9K | 548.6K | 0.00% | ↗ |
| 106 | 2012 | David J. Anderson Executive Vice President, Business Development | 275.7K | — | — | — | — | 16.6K | 292.3K | 0.00% | ↗ |
| 107 | 2012 | Joseph P. DeManche Executive Vice President, Engineering and Operations | 270.8K | — | — | — | — | 16.5K | 287.3K | 0.00% | ↗ |
| 108 | 2012 | Mario Iusi President, Ameresco Canada | 274.6K | — | — | — | — | 11.0K | 285.5K | 0.00% | ↗ |
| 109 | 2012 | Andrew B. Spence Vice President and Chief Financial Officer | 227.6K | — | — | — | — | 15.1K | 242.7K | 0.00% | ↗ |
| 110 | 2011 | George P. Sakellaris President and Chief Executive Officer | 500.0K | — | — | — | — | 17.4K | 517.4K | 0.00% | ↗ |
| 111 | 2011 | Mario Iusi President, Ameresco Canada | 274.6K | — | — | — | — | 10.5K | 285.1K | 0.00% | ↗ |
| 112 | 2011 | David J. Anderson Executive Vice President, Business Development | 264.8K | — | — | — | — | 16.2K | 281.0K | 0.00% | ↗ |
| 113 | 2011 | Joseph P. DeManche Executive Vice President, Engineering and Operations | 260.0K | — | — | — | — | 16.2K | 276.2K | 0.00% | ↗ |
| 114 | 2011 | Andrew B. Spence Vice President and Chief Financial Officer | 220.0K | — | — | — | — | 14.6K | 234.6K | 0.00% | ↗ |
| 115 | 2010 | Keith A. Derrington Executive Vice President and General Manager, Federal Operations | 250.0K | 80.0K | — | 1.53M | — | 16.2K | 1.88M | 81.54% | ↗ |
| 116 | 2010 | George P. Sakellaris President and Chief Executive Officer | 500.0K | 200.0K | — | — | — | 26.4K | 726.4K | 0.00% | ↗ |
| 117 | 2010 | David J. Anderson Executive Vice President, Business Development | 264.8K | 80.0K | — | — | — | 16.2K | 361.0K | 0.00% | ↗ |
| 118 | 2010 | Louis P. Maltezos Executive Vice President and General Manager, Central Region | 257.5K | 74.0K | — | — | — | 16.2K | 347.7K | 0.00% | ↗ |
| 119 | 2010 | Joseph P. DeManche Executive Vice President, Engineering and Operations | 260.0K | 55.0K | — | — | — | 16.2K | 331.2K | 0.00% | ↗ |
| 120 | 2010 | Mario Iusi President, Ameresco Canada | 274.6K | 39.2K | — | — | — | 10.5K | 324.3K | 0.00% | ↗ |
| 121 | 2010 | Andrew B. Spence Vice President and Chief Financial Officer | 220.0K | 80.0K | — | — | — | 14.6K | 314.6K | 0.00% | ↗ |
| 122 | 2009 | George P. Sakellaris President and Chief Executive Officer | 500.0K | — | — | 4.66M | — | 26.8K | 5.19M | 89.85% | ↗ |
| 123 | 2009 | Louis P. Maltezos Executive Vice President and General Manager, Central Region | 250.0K | 76.0K | — | 601.8K | — | 15.9K | 943.7K | 63.77% | ↗ |
| 124 | 2009 | Keith A. Derrington Executive Vice President and General Manager, Federal Operations | 250.0K | 100.0K | — | — | — | 15.4K | 365.4K | 0.00% | ↗ |
| 125 | 2009 | David J. Anderson Executive Vice President, Business Development | 264.8K | 50.0K | — | — | — | 15.9K | 330.7K | 0.00% | ↗ |
| 126 | 2009 | Andrew B. Spence Vice President and Chief Financial Officer | 220.0K | 55.0K | — | — | — | 14.5K | 289.5K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| George Sakellaris | Founder, CEO & Chairman | 2M | male |
| Louis Maltezos | Co-President | 666.8K | male |
| Nicole Allen Bulgarino | Co-President | 666.8K | female |
| Michael T. Bakas | President of Renewable Fuels | 636.8K | male |
| Peter Christakis | Chief Operating Officer | 566.8K | male |
| Mark A. Chiplock | EVice President, Chief Financial Officer & Chief Accounting Officer | 531.8K | male |
| David J. Corrsin | Executive Vice President, General Counsel, Corporate Secretary & Director | 452.5K | male |
| Lenka Patten | Senior Vice President & Chief Human Resources Officer | — | female |
| Leila Dillon | Senior VP & Chief Marketing Officer | — | female |
| Joshua Riggi Baribeau | Senior Vice President & Chief Investment Officer | — | male |
| Jonathan Mancini | Executive Vice President of Solar & Battery Storage | — | male |
| Robert McCullough | President of Ameresco Canada | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2021-06-17 | 2021-07-13 | Susie Lee | NV03 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2021-05-26 | 2021-06-23 | Tom Malinowski | NJ07 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2021-03-09 | 2021-08-26 | Tom Malinowski | NJ07 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2021-02-05 | 2021-03-06 | Tom Malinowski | NJ07 | — | Sale (Full) | $15,001 - $50,000 | ↗ |
| 2021-01-08 | 2021-08-26 | Tom Malinowski | NJ07 | — | Sale (Partial) | $15,001 - $50,000 | ↗ |
| 2021-01-07 | 2021-08-26 | Tom Malinowski | NJ07 | — | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2021-01-06 | 2021-03-05 | Tom Malinowski | NJ07 | — | Sale (Full) | $15,001 - $50,000 | ↗ |
| 2020-12-29 | 2021-08-26 | Tom Malinowski | NJ07 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2020-12-29 | 2021-01-11 | Susie Lee | NV03 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2020-12-22 | 2021-01-11 | Susie Lee | NV03 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2020-12-18 | 2021-08-26 | Tom Malinowski | NJ07 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2020-11-10 | 2021-08-26 | Tom Malinowski | NJ07 | — | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2020-11-10 | 2021-08-26 | Tom Malinowski | NJ07 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2020-10-16 | 2021-08-26 | Tom Malinowski | NJ07 | — | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2020-04-09 | 2021-03-05 | Tom Malinowski | NJ07 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-03-30 | 2021-03-05 | Tom Malinowski | NJ07 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
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