Form 4: Ameresco Director Claire Johnson Reports Stock Acquisition and RSU Grant

Ameresco, Inc. Director Claire D'Oyly-Hughes Johnson reported the acquisition of 4,886 shares of Class A Common Stock through the exercise of derivative securities and a new grant of 10,435 Restricted Stock Units (RSUs) as part of her compensation.

Summary

• Claire D'Oyly-Hughes Johnson, a Director at Ameresco, Inc. (AMRC), filed a Form 4 detailing recent changes in her beneficial ownership.
• On June 4, 2025, Ms. Johnson acquired 4,886 shares of Class A Common Stock through the exercise of derivative securities (likely RSUs) at a price of $0.
• Following this transaction, her direct beneficial ownership of Class A Common Stock increased to 10,111 shares.
• Additionally, she holds 1,800 shares indirectly through a revocable trust.
• On the same date, Ms. Johnson was granted 10,435 Restricted Stock Units (RSUs) as part of Ameresco, Inc.'s non-employee director compensation plan.
• Each RSU represents a contingent right to receive one share of Ameresco, Inc. Class A Common Stock.
• These newly granted RSUs are scheduled to vest in full on June 4, 2026, provided continued service through the vesting date.
• A previous grant of 4,886 RSUs, which vested on June 4, 2025, was exercised, resulting in 0 RSUs remaining from that specific grant.

Sentiment

Score: 7

Explanation: The sentiment is neutral to slightly positive. It's a routine compensation event for a director, indicating ongoing alignment of interests between management/board and shareholders. There are no negative implications for the company's operations or financial health.

Positives

• The grant of 10,435 Restricted Stock Units (RSUs) aligns the director's interests with long-term shareholder value.
• The increase in direct beneficial ownership of Class A Common Stock to 10,111 shares demonstrates continued investment in the company.

Future Outlook

The newly granted 10,435 Restricted Stock Units (RSUs) are expected to vest on June 4, 2026, contingent upon the director's continued service.

Industry Context

This filing represents a routine insider transaction related to director compensation, a common practice across publicly traded companies to align the interests of board members with shareholders. The grant of Restricted Stock Units (RSUs) is a standard component of non-employee director compensation plans in the energy and infrastructure sectors, including companies focused on renewable energy and energy efficiency like Ameresco.

Corporate Governance

Related Party Transactions

• 1,800 shares of Class A Common Stock are beneficially owned indirectly by a revocable trust, of which the insider and her spouse are joint trustees. This constitutes a related party transaction in terms of beneficial ownership.

Stakeholder Impact

• Shareholders: The RSU grant aligns the director's financial interests with the company's stock performance, potentially encouraging decisions that benefit long-term shareholder value.
• Employees: No direct impact on employees is indicated by this filing.

Next Steps

• The 10,435 Restricted Stock Units (RSUs) granted on June 4, 2025, are scheduled to vest on June 4, 2026, assuming continued service.

Key Dates

Keywords

Ameresco, AMRC, Form 4, Insider Transaction, Director Compensation, Restricted Stock Unit, RSU, Stock Ownership, Corporate Governance