Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PG&E Corp | 30,842 | reported | 22 Aug 2018 | tx 34+238,142−124,573 |
| Ameresco, Inc. | 15,466 | reported | 15 May 2026 | tx 42+160,657−82,111 |
| KEYSPAN CORP | 0 | reported | 24 Aug 2007 | tx 17+52,993.22−184,649 |
| ENTERPRISE BANCORP INC /MA/ | 0 | reported | 01 Jul 2025 | tx 17+12,306−11,107.28 |
| DYNAMICS RESEARCH CORP | 0 | reported | 31 Jan 2014 | tx 10+19,200−21,600 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | EXERCISE | Ameresco, Inc. | 1,355 | 16.33 USD | 10b5-1 |
| 15 May 2026 | SALE | Ameresco, Inc. | 1,355 | 34.00 USD | 10b5-1 |
| 15 May 2026 | EXERCISE | Ameresco, Inc. | 1,355 | 0.00 USD | 10b5-1deriv |
| 19 Feb 2026 | EXERCISE | Ameresco, Inc. | 400 | 16.33 USD | |
| 20 Feb 2026 | SALE | Ameresco, Inc. | 15,700 | 34.15 USD | |
| 20 Feb 2026 | EXERCISE | Ameresco, Inc. | 15,700 | 16.33 USD | |
| 19 Feb 2026 | SALE | Ameresco, Inc. | 400 | 34.00 USD | |
| 20 Feb 2026 | EXERCISE | Ameresco, Inc. | 15,700 | 0.00 USD | deriv |
| 19 Feb 2026 | EXERCISE | Ameresco, Inc. | 400 | 0.00 USD | deriv |
| 12 Feb 2026 | EXERCISE | Ameresco, Inc. | 200 | 16.33 USD | |
| 13 Feb 2026 | SALE | Ameresco, Inc. | 245 | 34.05 USD | |
| 12 Feb 2026 | SALE | Ameresco, Inc. | 200 | 34.00 USD | |
| 13 Feb 2026 | EXERCISE | Ameresco, Inc. | 245 | 16.33 USD | |
| 12 Feb 2026 | EXERCISE | Ameresco, Inc. | 200 | 0.00 USD | deriv |
| 13 Feb 2026 | EXERCISE | Ameresco, Inc. | 245 | 0.00 USD | deriv |
| 28 Jan 2026 | EXERCISE | Ameresco, Inc. | 100 | 16.33 USD | |
| 28 Jan 2026 | SALE | Ameresco, Inc. | 100 | 34.00 USD | |
| 28 Jan 2026 | EXERCISE | Ameresco, Inc. | 100 | 0.00 USD | deriv |
| 01 Jul 2025 | OTHER | ENTERPRISE BANCORP INC /MA/ | 5,291.28 | — | |
| 01 Jul 2025 | OTHER | ENTERPRISE BANCORP INC /MA/ | 4,843 | — | |
| 04 Jun 2025 | EXERCISE | Ameresco, Inc. | 4,886 | 0.00 USD | |
| 04 Jun 2025 | EXERCISE | Ameresco, Inc. | 4,886 | 0.00 USD | deriv |
| 04 Jun 2025 | GRANT_AWARD | Ameresco, Inc. | 10,435 | 0.00 USD | deriv |
| 18 Jun 2024 | GRANT_AWARD | ENTERPRISE BANCORP INC /MA/ | 1,223 | 0.00 USD | |
| 13 Jun 2024 | EXERCISE | Ameresco, Inc. | 3,062 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 06 May 2019.