Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STONERIDGE INCSRI · Entity 6313 | President of Electronics | June 20, 2023 | June 22, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
STONERIDGE INC
Report date June 20, 2023 · Filed June 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom SharesSEC Table II · derivative / convertible security · Expires 2025-06-20 | Direct | 14,551 |
Reported balance
After 2023-06-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-06-20 · Grant · Acquired 14,551 · Balance 14,551 F2: Phantom Shares granted to the Reporting Person pursuant to the Company's Long-Term Incentive Plan. Each Phantom Share is the economic equivalent of one Company Common Share and will be paid in cash equal to the fair market value of one Company Common Share if the Reporting Person remains employed on June 20, 2025. |
| Share UnitsSEC Table II · derivative / convertible security | Direct | 7,524 |
Reported balance
Holding disclosure · report date 2023-06-20 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance 7,524 F1: Share Units granted to the Reporting Person pursuant to the Company's Long-Term Incentive Plan payable on a one-for-one basis in Company Common Shares if the Reporting Person remains employed on the specified dates under the various grant agreements. |
Filing footnotes · ownership attribution and instrument terms
F1: Share Units granted to the Reporting Person pursuant to the Company's Long-Term Incentive Plan payable on a one-for-one basis in Company Common Shares if the Reporting Person remains employed on the specified dates under the various grant agreements.
F2: Phantom Shares granted to the Reporting Person pursuant to the Company's Long-Term Incentive Plan. Each Phantom Share is the economic equivalent of one Company Common Share and will be paid in cash equal to the fair market value of one Company Common Share if the Reporting Person remains employed on June 20, 2025.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 20, 2023 Filed Jun 22, 2023 21:46 UTC | STONERIDGE INC SRI · Entity 6313 | GrantPhantom Shares · Derivative | 14,551 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-23-000039 · primary_doc.xml · derivative · entry 2 Osterberg Peter · CIK 0001921959 · President of Electronics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,551 Underlying: Common Shares, without par value · 14,551 shares Expires 2025-06-20 F2 · derivative.exercise_price: Phantom Shares granted to the Reporting Person pursuant to the Company's Long-Term Incentive Plan. Each Phantom Share is the economic equivalent of one Company Common Share and will be paid in cash equal to the fair market value of one Company Common Share if the Reporting Person remains employed on June 20, 2025. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 18:52 UTC | STONERIDGE INC SRI · Entity 6313 | GrantShare Units · Derivative | 3,886 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-23-000024 · primary_doc.xml · derivative · entry 1 Osterberg Peter · CIK 0001921959 · President of Electronics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,524 Underlying: Common Shares, without par value · 3,886 shares Expires not disclosed F1 · derivative.exercise_price: Share Units granted to Reporting Person pursuant to the Company's Long-Term Incentive Plan payable on a one-for-one basis in Company common shares if the Reporting Person remains employed on March 2, 2026. F1 · derivative.exercise_date: Share Units granted to Reporting Person pursuant to the Company's Long-Term Incentive Plan payable on a one-for-one basis in Company common shares if the Reporting Person remains employed on March 2, 2026. F1 · derivative.expiration_date: Share Units granted to Reporting Person pursuant to the Company's Long-Term Incentive Plan payable on a one-for-one basis in Company common shares if the Reporting Person remains employed on March 2, 2026. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.