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Ameresco interim finance officer holds 525 shares

The interim PFO's reported holdings include directly owned common shares, options with varying exercise prices, and restricted stock units.

(Moderate)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
3

Rhea-AI Filing Summary

Ameresco, Inc. (AMRC) reports that Interim PFO Julie A. Bradshaw directly holds 525 shares of Class A common stock, plus options for 2,500, 5,000, 4,000, 4,000 and 5,000 shares at exercise prices of $43.00, $59.88, $21.13, $26.36 and $23.93, respectively. She also holds restricted stock units for 225 and 375 shares. Each RSU vests over two years, with 25% vesting on each six-month anniversary of the applicable grant date, assuming continued service through vesting.

Insider Bradshaw Julie A
Role Interim PFO
Type Security Shares Price Value
holding Stock Option (right to puchase) F1 -- -- --
holding Stock Option (right to puchase) F2 -- -- --
holding Stock Option (right to puchase) F3 -- -- --
holding Stock Option (right to purchase) F4 -- -- --
holding Stock Option (right to puchase) F5 -- -- --
holding Restricted Stock Unit F7, F6 -- -- --
holding Restricted Stock Unit F7, F6 -- -- --
holding Class A Common Stock -- -- --
Holdings After Transaction: Stock Option (right to puchase) — 16,500 contracts (Direct); Stock Option (right to purchase) — 4,000 contracts (Direct); Restricted Stock Unit — 600 contracts (Direct); Class A Common Stock — 525 shares (Direct)
Footnotes (7)
  1. F1. Of the shares subject to the option, 20% vest on each of anniversary of the grant date of March 5, 2021 over a period of five years assuming continued service through the vesting date.
  2. F2. Of the shares subject to the option, 20% vest on each of anniversary of the grant date of May 5, 2022 over a period of five years assuming continued service through the vesting date.
  3. F3. Of the shares subject to the option, 20% vest on each of anniversary of the grant date of March 8, 2024 over a period of five years assuming continued service through the vesting date.
  4. F4. Of the shares subject to the option, 20% vest on each of anniversary of the grant date of March 10, 2026 over a period of five years assuming continued service through the vesting date.
  5. F5. Of the shares subject to the option, 20% vest on each of anniversary of the grant date of September 8, 2026 over a period of five years.
  6. F6. Each RSU vests over two years with 25% vesting on each 6-month anniversary of the applicable grant date assuming continued service through the vesting date.
  7. F7. Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock").
Direct Class A common stock 525 shares Reported directly held
Option underlying shares 2,500 shares Exercise price $43.00; expires March 4, 2031
Option underlying shares 5,000 shares Exercise price $59.88; expires May 4, 2032
Option underlying shares 4,000 shares Exercise price $21.13; expires March 7, 2034
Option underlying shares 4,000 shares Exercise price $26.36; expires March 9, 2036
Option underlying shares 5,000 shares Exercise price $23.93; expires September 7, 2036
Restricted stock units 225 shares Each RSU represents a contingent right to receive one Class A common share
Restricted stock units 375 shares Each RSU represents a contingent right to receive one Class A common share
Stock Option (right to purchase) financial
"Stock Option (right to purchase)"
Restricted Stock Unit financial
"Each RSU represents a contingent right to receive one share"
A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.
contingent right financial
"contingent right to receive one share of Ameresco, Inc. Class A Common Stock"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What AMRC stock options did Julie A. Bradshaw report?

She reported options for 2,500 shares at $43.00, expiring March 4, 2031; 5,000 at $59.88, expiring May 4, 2032; 4,000 at $21.13, expiring March 7, 2034; 4,000 at $26.36, expiring March 9, 2036; and 5,000 at $23.93, expiring September 7, 2036.

How do Julie A. Bradshaw's AMRC restricted stock units vest?

Each RSU represents a contingent right to receive one share of Class A common stock. Each vests over two years, with 25% vesting on each six-month anniversary of the applicable grant date, assuming continued service through the vesting date.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates
SEC Form 3
FORM 3UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0104
Estimated average burden
hours per response:0.5
1. Name and Address of Reporting Person*
Bradshaw Julie A

(Last)(First)(Middle)
C/O AMERESCO, INC.
111 SPEEN STREET SUITE 411

(Street)
FRAMINGHAM MASSACHUSETTS 01701

(City)(State)(Zip)

UNITED STATES

(Country)
2. Date of Event Requiring Statement (Month/Day/Year)
09/25/2026
3. Issuer Name and Ticker or Trading Symbol
Ameresco, Inc. [ AMRC ]
3a. Foreign Trading Symbol
5. If Amendment, Date of Original Filed (Month/Day/Year)
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Interim PFO
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Class A Common Stock525D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year)3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date ExercisableExpiration DateTitleAmount or Number of Shares
Stock Option (right to puchase) (1)03/04/2031Class A Common Stock2,500$43D
Stock Option (right to puchase) (2)05/04/2032Class A Common Stock5,000$59.88D
Stock Option (right to puchase) (3)03/07/2034Class A Common Stock4,000$21.13D
Stock Option (right to purchase) (4)03/09/2036Class A Common Stock4,000$26.36D
Stock Option (right to puchase) (5)09/07/2036Class A Common Stock5,000$23.93D
Restricted Stock Unit (6)03/10/2027Class A Common Stock225(7)D
Restricted Stock Unit (6)03/10/2028Class A Common Stock375(7)D
Explanation of Responses:
1. Of the shares subject to the option, 20% vest on each of anniversary of the grant date of March 5, 2021 over a period of five years assuming continued service through the vesting date.
2. Of the shares subject to the option, 20% vest on each of anniversary of the grant date of May 5, 2022 over a period of five years assuming continued service through the vesting date.
3. Of the shares subject to the option, 20% vest on each of anniversary of the grant date of March 8, 2024 over a period of five years assuming continued service through the vesting date.
4. Of the shares subject to the option, 20% vest on each of anniversary of the grant date of March 10, 2026 over a period of five years assuming continued service through the vesting date.
5. Of the shares subject to the option, 20% vest on each of anniversary of the grant date of September 8, 2026 over a period of five years.
6. Each RSU vests over two years with 25% vesting on each 6-month anniversary of the applicable grant date assuming continued service through the vesting date.
7. Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock ("Common Stock").
Remarks:
/s/ John W. Pickett, attorney-in-fact10/01/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)

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