{"schema_version":"secwatch.filing_event.v1","accession":"0001421517-24-000140","form_type":"8-K","ticker":"ERII","cik":"0001421517","company_name":"Energy Recovery, Inc.","filed_at":"2024-07-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:13.003400+00:00","generated_at":"2026-05-31T23:44:39.568885+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"confidence":"high","headline":"CFO Joshua Ballard to resign effective June 30; receives $400K severance and extended option exercise","bullets":["Ballard resigns as CFO effective June 30, 2024; no disagreement with management cited.","Company to pay Ballard $400,000 lump sum severance, subject to tax deductions.","Ballard may exercise vested options through June 30, 2026 (two-year extension).","Severance conditioned on release of claims, return of property, and non-disparagement.","No replacement CFO announced; Ballard agreed to cooperate with transition."],"urls":{"canonical":"https://secwatch.observer/filing/0001421517-24-000140","json":"https://secwatch.observer/filing/0001421517-24-000140.json","markdown":"https://secwatch.observer/filing/0001421517-24-000140.md","text":"https://secwatch.observer/filing/0001421517-24-000140.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1421517/000142151724000140/0001421517-24-000140-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1421517/000142151724000140/erii-20240628.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-31T23:44:39.568885+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"b4ad880f80","claim":"Joshua Ballard resigned as Chief Financial Officer at Energy Recovery, Inc..","evidence_excerpt":"Mr. Joshua Ballard resigned from his position as Energy Recovery, Inc.’s (the “Company”) Chief Financial Officer, effective June 30, 2024.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1421517/000142151724000140/0001421517-24-000140-index.htm","confidence":0.95}],"comparable_filings":[{"accession":"0001193125-26-251709","ticker":"CRVL","company_name":"CORVEL CORP","filed_at":"2026-06-01T21:05:42+00:00","headline":"CorVel CEO Michael Combs to become Executive Chair; Sarah Scott appointed CEO and President effective July 1, 2026","event_type":"leadership","sec_items":["5.02","7.01","9.01"],"materiality_score":0.7,"calibrated_materiality_score":0.7,"match_reasons":["same fact type: executive_change","same SEC item: 5.02, 9.01","same event type: leadership","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-251709","json":"https://secwatch.observer/filing/0001193125-26-251709.json","markdown":"https://secwatch.observer/filing/0001193125-26-251709.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/874866/000119312526251709/0001193125-26-251709-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/874866/000119312526251709/d24231d8k.htm"},"side_by_side_evidence":{"fact_type":"executive_change","source_excerpt":"Mr. Joshua Ballard resigned from his position as Energy Recovery, Inc.’s (the “Company”) Chief Financial Officer, effective June 30, 2024.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1421517/000142151724000140/0001421517-24-000140-index.htm","comparable_excerpt":"In connection with the leadership transition, the Board appointed Sarah Scott to serve as Chief Executive Officer and President of the Company, effective July 1, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/874866/000119312526251709/0001193125-26-251709-index.htm"}},{"accession":"0001140361-26-023584","ticker":"WTTR","company_name":"Select Water Solutions, Inc.","filed_at":"2026-06-01T21:00:50+00:00","headline":"Select Water Solutions COO Skarke moves to Chief Commercial Officer; no successor named","event_type":"leadership","sec_items":["5.02","9.01"],"materiality_score":0.55,"calibrated_materiality_score":0.55,"match_reasons":["same fact type: executive_change","same SEC item: 5.02, 9.01","same event type: leadership","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001140361-26-023584","json":"https://secwatch.observer/filing/0001140361-26-023584.json","markdown":"https://secwatch.observer/filing/0001140361-26-023584.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1693256/000114036126023584/0001140361-26-023584-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1693256/000114036126023584/ef20075332_8k.htm"},"side_by_side_evidence":{"fact_type":"executive_change","source_excerpt":"Mr. Joshua Ballard resigned from his position as Energy Recovery, Inc.’s (the “Company”) Chief Financial Officer, effective June 30, 2024.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1421517/000142151724000140/0001421517-24-000140-index.htm","comparable_excerpt":"Effective June 1, 2026, Michael C. Skarke transitioned from serving as the Executive Vice President and Chief Operating Officer of Select Water Solutions, Inc. (the “Company”) to serving as the Company’s Executive Vice President and Chief Commercial Officer,","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1693256/000114036126023584/0001140361-26-023584-index.htm"}},{"accession":"0001671933-26-000063","ticker":"TTD","company_name":"Trade Desk, Inc.","filed_at":"2026-06-01T20:35:28+00:00","headline":"The Trade Desk appoints Nate Olmstead as CFO effective July 9, 2026; interim CFO Davis resumes CAO role","event_type":"leadership","sec_items":["5.02","9.01"],"materiality_score":0.65,"calibrated_materiality_score":0.65,"match_reasons":["same fact type: executive_change","same SEC item: 5.02, 9.01","same event type: leadership","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001671933-26-000063","json":"https://secwatch.observer/filing/0001671933-26-000063.json","markdown":"https://secwatch.observer/filing/0001671933-26-000063.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1671933/000167193326000063/0001671933-26-000063-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1671933/000167193326000063/ttd-20260601.htm"},"side_by_side_evidence":{"fact_type":"executive_change","source_excerpt":"Mr. Joshua Ballard resigned from his position as Energy Recovery, Inc.’s (the “Company”) Chief Financial Officer, effective June 30, 2024.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1421517/000142151724000140/0001421517-24-000140-index.htm","comparable_excerpt":"On June 1, 2026, The Trade Desk, Inc. (the “Company”) announced the appointment of Nate Olmstead, age 54, as the Company’s chief financial officer.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1671933/000167193326000063/0001671933-26-000063-index.htm"}},{"accession":"0000105770-26-000080","ticker":"WST","company_name":"WEST PHARMACEUTICAL SERVICES INC","filed_at":"2026-06-01T20:32:30+00:00","headline":"West Pharmaceutical appoints Michel Lagarde as CEO; Green retires, Friel becomes Chair","event_type":"leadership","sec_items":["5.02","7.01","9.01"],"materiality_score":0.7,"calibrated_materiality_score":0.7,"match_reasons":["same fact type: executive_change","same SEC item: 5.02, 9.01","same event type: leadership","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0000105770-26-000080","json":"https://secwatch.observer/filing/0000105770-26-000080.json","markdown":"https://secwatch.observer/filing/0000105770-26-000080.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/105770/000010577026000080/0000105770-26-000080-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/105770/000010577026000080/wst-20260531.htm"},"side_by_side_evidence":{"fact_type":"executive_change","source_excerpt":"Mr. Joshua Ballard resigned from his position as Energy Recovery, Inc.’s (the “Company”) Chief Financial Officer, effective June 30, 2024.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1421517/000142151724000140/0001421517-24-000140-index.htm","comparable_excerpt":"As of the Start Date, Mr. Green will resign as a member of the Board and Mr. Lagarde will be appointed as a member of the Board to fill that vacancy.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/105770/000010577026000080/0000105770-26-000080-index.htm"}},{"accession":"0000060519-26-000024","ticker":"LPX","company_name":"LOUISIANA-PACIFIC CORP","filed_at":"2026-06-01T20:31:12+00:00","headline":"LP Building Solutions announces CFO succession: Alan Haughie to retire; Aaron Howald named CFO effective Sept 1, 2026","event_type":"leadership","sec_items":["5.02","7.01","9.01"],"materiality_score":0.55,"calibrated_materiality_score":0.55,"match_reasons":["same fact type: executive_change","same SEC item: 5.02, 9.01","same event type: leadership","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0000060519-26-000024","json":"https://secwatch.observer/filing/0000060519-26-000024.json","markdown":"https://secwatch.observer/filing/0000060519-26-000024.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/60519/000006051926000024/0000060519-26-000024-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/60519/000006051926000024/lpx-20260527.htm"},"side_by_side_evidence":{"fact_type":"executive_change","source_excerpt":"Mr. Joshua Ballard resigned from his position as Energy Recovery, Inc.’s (the “Company”) Chief Financial Officer, effective June 30, 2024.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1421517/000142151724000140/0001421517-24-000140-index.htm","comparable_excerpt":"On May 27, 2026, Alan J.M. Haughie, Executive Vice President and Chief Financial Officer of Louisiana-Pacific Corporation (“LP”, the “Company”), notified the Board of Directors of LP (the “Board”) of his intention to retire from the role of Executive Vice President and Chief Financial Officer, effective September 1, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/60519/000006051926000024/0000060519-26-000024-index.htm"}},{"accession":"0001193125-26-251467","ticker":"PENG","company_name":"Penguin Solutions, Inc.","filed_at":"2026-06-01T20:17:28+00:00","headline":"Penguin Solutions CFO Nate Olmstead to step down; Aaron Johnson named interim CFO; reaffirms FY2026 guidance at high end","event_type":"leadership","sec_items":["5.02","7.01","9.01"],"materiality_score":0.7,"calibrated_materiality_score":0.7,"match_reasons":["same fact type: executive_change","same SEC item: 5.02, 9.01","same event type: leadership","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-251467","json":"https://secwatch.observer/filing/0001193125-26-251467.json","markdown":"https://secwatch.observer/filing/0001193125-26-251467.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1616533/000119312526251467/0001193125-26-251467-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1616533/000119312526251467/d104493d8k.htm"},"side_by_side_evidence":{"fact_type":"executive_change","source_excerpt":"Mr. Joshua Ballard resigned from his position as Energy Recovery, Inc.’s (the “Company”) Chief Financial Officer, effective June 30, 2024.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1421517/000142151724000140/0001421517-24-000140-index.htm","comparable_excerpt":"On May 31, 2026, the board of directors of the Company appointed Aaron Johnson, the Company’s Vice President, Finance and Accounting, as interim CFO and as the Company’s principal financial and accounting officer, succeeding Mr. Olmstead in these positions effective as of July 9, 2026, on an interim basis until the Company appoints a successor.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1616533/000119312526251467/0001193125-26-251467-index.htm"}},{"accession":"0002064307-26-000007","ticker":"LOGC","company_name":"ContextLogic Holdings Inc.","filed_at":"2026-06-01T20:15:17+00:00","headline":"ContextLogic appoints Scott Stewart as CFO & COO effective June 1; interim CFO resigns","event_type":"leadership","sec_items":["5.02","7.01","9.01"],"materiality_score":0.55,"calibrated_materiality_score":0.55,"match_reasons":["same fact type: executive_change","same SEC item: 5.02, 9.01","same event type: leadership","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0002064307-26-000007","json":"https://secwatch.observer/filing/0002064307-26-000007.json","markdown":"https://secwatch.observer/filing/0002064307-26-000007.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/2064307/000206430726000007/0002064307-26-000007-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2064307/000206430726000007/logc-20260529.htm"},"side_by_side_evidence":{"fact_type":"executive_change","source_excerpt":"Mr. Joshua Ballard resigned from his position as Energy Recovery, Inc.’s (the “Company”) Chief Financial Officer, effective June 30, 2024.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1421517/000142151724000140/0001421517-24-000140-index.htm","comparable_excerpt":"On June 1, 2026 the Company also announced the appointment of Scott Stewart, age 53, as Chief Financial Officer and Chief Operating Officer, effective June 1, 2026 (the “Effective Date”).","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/2064307/000206430726000007/0002064307-26-000007-index.htm"}},{"accession":"0001104659-26-068929","ticker":"VMI","company_name":"VALMONT INDUSTRIES INC","filed_at":"2026-06-01T20:15:13+00:00","headline":"Former CFO Thomas Liguori enters separation agreement; $4.9M retirement benefits","event_type":"leadership","sec_items":["5.02","9.01"],"materiality_score":0.45,"calibrated_materiality_score":0.45,"match_reasons":["same fact type: executive_change","same SEC item: 5.02, 9.01","same event type: leadership","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-068929","json":"https://secwatch.observer/filing/0001104659-26-068929.json","markdown":"https://secwatch.observer/filing/0001104659-26-068929.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/102729/000110465926068929/0001104659-26-068929-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/102729/000110465926068929/vmi-20260526x8k.htm"},"side_by_side_evidence":{"fact_type":"executive_change","source_excerpt":"Mr. Joshua Ballard resigned from his position as Energy Recovery, Inc.’s (the “Company”) Chief Financial Officer, effective June 30, 2024.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1421517/000142151724000140/0001421517-24-000140-index.htm","comparable_excerpt":"Valmont Industries Inc. previously reported the appointment of John Schwietz as Valmont’s Executive Vice President and Chief Financial Officer and Corporate Secretary, effective April 8, 2026, to succeed Thomas Liguori.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/102729/000110465926068929/0001104659-26-068929-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}