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Company Analysis

ERII Insider Trading

Energy Recovery, Inc. | Special Industry Machinery, NEC

Comprehensive Trading Performance Summary

The investment history of corporate insiders at Energy Recovery, Inc. provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Special Industry Machinery, NEC sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2024-02-06 01:55 2024-02-01 Clemente Rodney Officer - SVP, Water SELL $15.41 2,277 $35,089 144,481 -1.6%
2024-02-06 01:52 2024-02-01 Ballard Joshua Officer - Chief Financial Officer SELL $15.64 746 $11,667 45,406 -1.6%
2024-02-02 00:12 2024-01-30 Clemente Rodney Officer - SVP, Water SELL $15.91 830 $13,209 146,758 -0.6%
2024-02-02 00:11 2024-01-30 Yeung William Officer - Chief Legal Officer SELL $15.91 823 $13,097 91,427 -0.9%
2024-02-02 00:10 2024-01-30 Ghasripoor Farshad Officer - Chief Technology Officer SELL $15.91 891 $14,179 145,133 -0.6%
2024-01-05 01:02 2024-01-02 Ballard Joshua Officer - Chief Financial Officer OPT+S $18.55 12,500 $231,813 46,152 0.0%
2023-11-14 00:56 2023-11-09 Sabol Colin R Director BUY $18.00 2,000 $36,000 3,000 +200.0%
2023-11-14 00:47 2023-11-06 Sabol Colin R Director BUY $17.75 1,000 $17,750 1,000 +100.0%
2023-11-14 01:03 2023-11-10 Chow Joan Kai Director BUY $17.79 1,500 $26,685 1,500 +100.0%
2023-11-14 00:58 2023-11-09 Moon David W Director, Officer - Interim President and CEO BUY $18.11 8,500 $153,935 8,500 +100.0%
2023-11-09 03:35 2023-11-07 TONDREAU PAMELA L. Director BUY $17.91 8,350 $149,540 23,119 +56.5%
2023-11-09 01:37 2023-11-06 Sabol Colin R Director BUY $17.75 1,000 $17,750 4,232 +30.9%
2023-11-09 03:38 2023-11-06 Mao Robert Yu Lang Director OPT+S $17.89 251,383 $4,496,111 104,604 0.0%
2023-09-14 23:12 2023-09-12 Ballard Joshua Officer - Chief Financial Officer SELL $24.03 700 $16,823 0 -100.0%
2023-09-01 01:01 2023-08-29 Ghasripoor Farshad Officer - Chief Technology Officer OPT+S $27.92 51,131 $1,427,424 81,812 0.0%
2023-08-29 23:43 2023-08-28 Yeung William Officer - Chief Legal Officer SELL $27.75 40,614 $1,127,201 52,708 -43.5%
2023-08-29 23:23 2023-08-25 Clemente Rodney Officer - SVP, Water OPT+S $27.03 31,373 $848,106 55,901 0.0%
2023-06-23 23:54 2023-06-20 Hanstveit Arve Director SELL $27.50 15,000 $412,500 857,055 -1.7%
2023-06-14 01:49 2023-06-09 POLLINA LISA A Director SELL $27.02 1,843 $49,796 4,007 -31.5%
2023-06-06 01:21 2023-06-01 Hanstveit Arve Director OPT+S $23.73 15,327 $363,697 868,352 0.0%
2023-04-06 00:46 2023-04-03 Hanstveit Arve Director SELL $23.50 16,000 $376,000 868,352 -1.8%
2023-03-14 02:29 2023-03-09 Yeung William Officer - Chief Legal Officer SELL $23.99 882 $21,163 76,648 -1.1%
2023-03-14 02:29 2023-03-09 Clemente Rodney Officer - SVP, Water SELL $23.99 768 $18,428 32,781 -2.3%
2023-03-14 02:29 2023-03-09 Ballard Joshua Officer - Chief Financial Officer SELL $23.99 883 $21,187 24,621 -3.5%
2023-02-08 02:32 2023-02-03 Ballard Joshua Officer - Chief Financial Officer SELL $22.47 3,208 $72,084 25,504 -11.2%
2023-02-08 02:31 2023-02-03 Yeung William Officer - Chief Legal Officer SELL $22.75 836 $19,022 77,530 -1.1%
2023-02-08 02:31 2023-02-03 Ghasripoor Farshad Officer - Chief Technology Officer SELL $22.75 987 $22,458 62,873 -1.5%
2023-02-08 02:31 2023-02-03 Clemente Rodney Officer - SVP, Water SELL $22.75 925 $21,047 55,644 -1.6%
2023-02-04 00:20 2023-02-01 Clemente Rodney Officer - SVP, Water SELL $22.41 3,831 $85,851 56,569 -6.3%
2023-02-04 00:20 2023-02-01 Yeung William Officer - Chief Legal Officer SELL $22.41 3,707 $83,059 78,366 -4.5%
2023-02-04 00:19 2023-02-01 Ballard Joshua Officer - Chief Financial Officer OPT+S $21.97 17,138 $376,476 28,712 0.0%
2023-02-04 00:18 2023-02-01 Ghasripoor Farshad Officer - Chief Technology Officer SELL $22.42 4,250 $95,265 63,860 -6.2%
2022-11-19 00:14 2022-11-16 Hanstveit Arve Director OPT+S $20.93 17,236 $360,808 884,352 0.0%
2022-09-16 23:19 2022-09-14 Foda Sherif Director OPT+S $25.50 15,879 $404,915 9,619 0.0%
2022-08-12 00:59 2022-08-09 MAO ROBERT YU LANG Director, Officer - President and CEO OPT+S $22.46 2,000 $44,927 0 0.0%
2022-08-10 23:10 2022-08-08 POLLINA LISA A Director SELL $23.08 2,700 $62,316 5,850 -31.6%
2022-06-17 23:13 2022-06-15 Yeung William Officer - Chief Legal Officer SELL $19.07 2,500 $47,675 5,568 -31.0%
2022-06-07 01:09 2022-06-03 BUEHLER ALEXANDER J Director OPT+S $21.34 50,000 $1,067,225 14,812 0.0%
2021-11-30 02:24 2021-11-24 Foda Sherif Director OPT+S $22.46 20,000 $449,260 4,812 0.0%
2021-11-25 00:28 2021-11-22 Hanstveit Arve Director SELL $24.61 25,000 $615,350 879,545 -2.8%
2021-09-17 23:41 2021-09-15 Lorentzen Ole Peter 10% owner SELL $20.81 1,500,000 $31,215,000 5,155,239 -22.5%
2021-09-16 01:39 2021-09-13 Foda Sherif Director OPT+S $21.59 5,595 $120,822 4,812 0.0%
2021-07-07 00:16 2021-07-01 Lorentzen Ole Peter 10% owner SELL $22.55 185,095 $4,173,596 6,655,239 -2.7%
2021-06-09 00:39 2019-04-09 Clemente Rodney Officer - SVP, Water SELL $9.19 229 $2,104 45,605 -0.5%
2021-05-12 00:15 2021-04-29 Hanstveit Arve Director SELL $22.16 14,374 $318,472 899,733 -1.6%
2021-05-12 00:15 2021-04-26 Hanstveit Arve Director SELL $22.00 10,626 $233,776 914,107 -1.1%
2021-05-12 00:14 2021-03-12 Hanstveit Arve Director SELL $17.00 25,000 $425,045 924,733 -2.6%
2021-05-06 23:21 2021-05-06 Arvarius AS 10% owner SELL $19.50 1,000,000 $19,500,000 6,532,490 -13.3%
2021-05-05 23:55 2021-05-03 Clemente Rodney Officer - SVP, Water OPT+S $21.11 4,814 $101,642 42,234 0.0%
2021-05-04 01:54 2021-04-29 Hanstveit Arve Director SELL $22.16 14,374 $318,472 924,733 -1.5%
SHOW ENTRIES

How to Interpret $ERII Trades

Not every insider transaction in Energy Recovery, Inc. is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $ERII shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for ERII

Insider activity data for Energy Recovery, Inc. is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $ERII, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.