Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STONERIDGE INCSRI · Entity 6313 | CTO and Chief Strategy Officer | March 13, 2023 | March 15, 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 March 13, 2023 · Filed March 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Share UnitsSEC Table II · derivative / convertible security | Direct | 32,606 |
Reported balance
After 2023-03-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-13 · Grant · Acquired 11,991 · Balance 32,606 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 until March 2, 2026. |
| Common Shares, without par valueSEC Table I · non-derivative | Direct | 36,836 |
Reported balance
Holding disclosure · report date 2023-03-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 36,836 |
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 until March 2, 2026.
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 |
|---|---|---|---|---|---|---|
| March 13, 2023 Filed Mar 15, 2023 21:30 UTC | STONERIDGE INC SRI · Entity 6313 | GrantShare Units · Derivative | 11,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-23-000030 · primary_doc.xml · derivative · entry 2 Borne Laurent · CIK 0001764662 · CTO and Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,606 Underlying: Common Shares, without par value · 11,991 shares Expires not disclosed F1 · derivative.exercise_price: 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 until March 2, 2026. F1 · derivative.exercise_date: 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 until March 2, 2026. F1 · derivative.expiration_date: 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 until March 2, 2026. Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 21:58 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionShare Units · Derivative | 26,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-23-000007 · primary_doc.xml · derivative · entry 3 Borne Laurent · CIK 0001764662 · CTO and Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,615 Underlying: Common Shares, without par value · 26,901 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On March 9, 2020 the Reporting Person was granted 26,901 time-based Share Units under the Company's Long-Term Incentive Plan, which vested on March 9, 2023 and were paid on a one-for-one basis in Company Common Shares. F1 · derivative.exercise_date: On March 9, 2020 the Reporting Person was granted 26,901 time-based Share Units under the Company's Long-Term Incentive Plan, which vested on March 9, 2023 and were paid on a one-for-one basis in Company Common Shares. F1 · derivative.expiration_date: On March 9, 2020 the Reporting Person was granted 26,901 time-based Share Units under the Company's Long-Term Incentive Plan, which vested on March 9, 2023 and were paid on a one-for-one basis in Company Common Shares. Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 21:58 UTC | STONERIDGE INC SRI · Entity 6313 | Tax withholdingCommon Shares, without par value | 7,740 | $19.50 | $150,930.00 |
DisclosureSEC source: 0001331471-23-000007 · primary_doc.xml · nonDerivative · entry 2 Borne Laurent · CIK 0001764662 · CTO and Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,836 Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 21:58 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionCommon Shares, without par value | 26,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-23-000007 · primary_doc.xml · nonDerivative · entry 1 Borne Laurent · CIK 0001764662 · CTO and Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,576 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 21:06 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionShare Units · Derivative | 3,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-23-000006 · primary_doc.xml · derivative · entry 3 Borne Laurent · CIK 0001764662 · CTO and Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,516 Underlying: Common Shares, without par value · 3,371 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On March 8, 2021 the Reporting Person was granted time-based Share Units pursuant to the Company's Long-Term Incentive Plan. On March 8, 2023, 3,371 time-based Share Units under the March 8, 2021 grant vested and were paid on a one-for-one basis in Company Common Shares. F1 · derivative.exercise_date: On March 8, 2021 the Reporting Person was granted time-based Share Units pursuant to the Company's Long-Term Incentive Plan. On March 8, 2023, 3,371 time-based Share Units under the March 8, 2021 grant vested and were paid on a one-for-one basis in Company Common Shares. F1 · derivative.expiration_date: On March 8, 2021 the Reporting Person was granted time-based Share Units pursuant to the Company's Long-Term Incentive Plan. On March 8, 2023, 3,371 time-based Share Units under the March 8, 2021 grant vested and were paid on a one-for-one basis in Company Common Shares. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 21:06 UTC | STONERIDGE INC SRI · Entity 6313 | Tax withholdingCommon Shares, without par value | 1,142 | $19.98 | $22,817.16 |
DisclosureSEC source: 0001331471-23-000006 · primary_doc.xml · nonDerivative · entry 2 Borne Laurent · CIK 0001764662 · CTO and Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,675 Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 21:06 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionCommon Shares, without par value | 3,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-23-000006 · primary_doc.xml · nonDerivative · entry 1 Borne Laurent · CIK 0001764662 · CTO and Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,817 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2022 Filed Jan 3, 2023 18:57 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionShare Units · Derivative | 4,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-23-000001 · primary_doc.xml · derivative · entry 3 Borne Laurent · CIK 0001764662 · CTO and Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,887 Underlying: Common Shares, without par value · 4,909 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On January 14, 2022, the Reporting Person was granted 9,818 time-based Share Units under the Company's Long-Term Incentive Plan. On December 31, 2022, 50% of the Share Units (or 4,909 Share Units) of the January 14, 2022 grant vested and were paid on a one-for-one basis in Company Common Shares. The other 50% of the Share Units previously vested on July 1, 2022. F1 · derivative.exercise_date: On January 14, 2022, the Reporting Person was granted 9,818 time-based Share Units under the Company's Long-Term Incentive Plan. On December 31, 2022, 50% of the Share Units (or 4,909 Share Units) of the January 14, 2022 grant vested and were paid on a one-for-one basis in Company Common Shares. The other 50% of the Share Units previously vested on July 1, 2022. F1 · derivative.expiration_date: On January 14, 2022, the Reporting Person was granted 9,818 time-based Share Units under the Company's Long-Term Incentive Plan. On December 31, 2022, 50% of the Share Units (or 4,909 Share Units) of the January 14, 2022 grant vested and were paid on a one-for-one basis in Company Common Shares. The other 50% of the Share Units previously vested on July 1, 2022. Read SEC document |
| December 31, 2022 Filed Jan 3, 2023 18:57 UTC | STONERIDGE INC SRI · Entity 6313 | Tax withholdingCommon Shares, without par value | 1,403 | $21.56 | $30,248.68 |
DisclosureSEC source: 0001331471-23-000001 · primary_doc.xml · nonDerivative · entry 2 Borne Laurent · CIK 0001764662 · CTO and Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,446 Read SEC document |
| December 31, 2022 Filed Jan 3, 2023 18:57 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionCommon Shares, without par value | 4,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-23-000001 · primary_doc.xml · nonDerivative · entry 1 Borne Laurent · CIK 0001764662 · CTO and Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,849 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 20:50 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionShare Units · Derivative | 4,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-22-000032 · primary_doc.xml · derivative · entry 3 Borne Laurent · CIK 0001764662 · CTO and Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,796 Underlying: Common Shares, without par value · 4,909 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On January 14, 2022 the Reporting Person was granted 9,818 time-based Share Units under the Company's Long-Term Incentive Plan. On July 1, 2022, 50% of the Shares Units (or 4,909 Share Units) of the January 14, 2022 grant vested and were paid on a one-for-one basis in Company Common Shares. F1 · derivative.exercise_date: On January 14, 2022 the Reporting Person was granted 9,818 time-based Share Units under the Company's Long-Term Incentive Plan. On July 1, 2022, 50% of the Shares Units (or 4,909 Share Units) of the January 14, 2022 grant vested and were paid on a one-for-one basis in Company Common Shares. F1 · derivative.expiration_date: On January 14, 2022 the Reporting Person was granted 9,818 time-based Share Units under the Company's Long-Term Incentive Plan. On July 1, 2022, 50% of the Shares Units (or 4,909 Share Units) of the January 14, 2022 grant vested and were paid on a one-for-one basis in Company Common Shares. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 20:50 UTC | STONERIDGE INC SRI · Entity 6313 | Tax withholdingCommon Shares, without par value | 1,403 | $17.38 | $24,384.14 |
DisclosureSEC source: 0001331471-22-000032 · primary_doc.xml · nonDerivative · entry 2 Borne Laurent · CIK 0001764662 · CTO and Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,940 Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 20:50 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionCommon Shares, without par value | 4,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-22-000032 · primary_doc.xml · nonDerivative · entry 1 Borne Laurent · CIK 0001764662 · CTO and Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,343 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 14, 2022 Filed Mar 16, 2022 19:05 UTC | STONERIDGE INC SRI · Entity 6313 | GrantShare Units · Derivative | 11,928 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-22-000026 · primary_doc.xml · derivative · entry 2 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,705 Underlying: Common Shares, without par value · 11,928 shares Expires not disclosed F1 · derivative.exercise_price: 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 March 14, 2024 (1,000 shares vest) and March 14, 2025 (10,928 shares vest). F1 · shares: 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 March 14, 2024 (1,000 shares vest) and March 14, 2025 (10,928 shares vest). F1 · derivative.exercise_date: 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 March 14, 2024 (1,000 shares vest) and March 14, 2025 (10,928 shares vest). F1 · derivative.expiration_date: 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 March 14, 2024 (1,000 shares vest) and March 14, 2025 (10,928 shares vest). Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 15:17 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionShare Units · Derivative | 3,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-22-000013 · primary_doc.xml · derivative · entry 2 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,777 Underlying: Common Shares, without par value · 3,371 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On March 8, 2021 the Reporting Person was granted time-based Shares Units pursuant to the Company's Long-Term Incentive Plan. On March 8, 2022 3,371 time-based Share Units under the March 8, 2021 grant vested and were paid on a one-for-one basis in Company Common Shares. F1 · derivative.exercise_date: On March 8, 2021 the Reporting Person was granted time-based Shares Units pursuant to the Company's Long-Term Incentive Plan. On March 8, 2022 3,371 time-based Share Units under the March 8, 2021 grant vested and were paid on a one-for-one basis in Company Common Shares. F1 · derivative.expiration_date: On March 8, 2021 the Reporting Person was granted time-based Shares Units pursuant to the Company's Long-Term Incentive Plan. On March 8, 2022 3,371 time-based Share Units under the March 8, 2021 grant vested and were paid on a one-for-one basis in Company Common Shares. Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 15:17 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionCommon Shares, without par value | 3,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-22-000013 · primary_doc.xml · nonDerivative · entry 1 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,434 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 18:38 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionShare Units · Derivative | 5,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-22-000009 · primary_doc.xml · derivative · entry 3 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,148 Underlying: Common Shares, without par value · 5,063 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On March 4, 2019 the Reporting Person was granted time-based Share Units pursuant to the Company's Long-Term Incentive Plan. On March 4, 2022 5,063 time-based Share Units under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares. F1 · derivative.exercise_date: On March 4, 2019 the Reporting Person was granted time-based Share Units pursuant to the Company's Long-Term Incentive Plan. On March 4, 2022 5,063 time-based Share Units under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares. F1 · derivative.expiration_date: On March 4, 2019 the Reporting Person was granted time-based Share Units pursuant to the Company's Long-Term Incentive Plan. On March 4, 2022 5,063 time-based Share Units under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 18:38 UTC | STONERIDGE INC SRI · Entity 6313 | Tax withholdingCommon Shares, without par value | 1,625 | $19.06 | $30,972.50 |
DisclosureSEC source: 0001331471-22-000009 · primary_doc.xml · nonDerivative · entry 2 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,438 Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 18:38 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionCommon Shares, without par value | 5,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-22-000009 · primary_doc.xml · nonDerivative · entry 1 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,063 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 22:28 UTC Amendment | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionShare Units · Derivative | 5,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-22-000012 · primary_doc.xml · derivative · entry 2 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,148 Underlying: Common Shares, without par value · 5,063 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On March 4, 2019 the Reporting Person was granted time-based Share Units pursuant to the Company's Long-Term Incentive Plan. On March 4, 2022 5,063 time-based Share Units under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares. F1 · derivative.exercise_date: On March 4, 2019 the Reporting Person was granted time-based Share Units pursuant to the Company's Long-Term Incentive Plan. On March 4, 2022 5,063 time-based Share Units under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares. F1 · derivative.expiration_date: On March 4, 2019 the Reporting Person was granted time-based Share Units pursuant to the Company's Long-Term Incentive Plan. On March 4, 2022 5,063 time-based Share Units under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares. Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 22:28 UTC Amendment | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionCommon Shares, without par value | 5,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-22-000012 · primary_doc.xml · nonDerivative · entry 1 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,063 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 14, 2022 Filed Jan 18, 2022 17:53 UTC | STONERIDGE INC SRI · Entity 6313 | GrantShare Units · Derivative | 9,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-22-000004 · primary_doc.xml · derivative · entry 1 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,211 Underlying: Common Shares, without par value · 9,818 shares Expires not disclosed F1 · derivative.exercise_price: 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 (i) July 1, 2022 (4,909 common shares) and, (ii) December 31, 2022 (4,909 common shares). F1 · derivative.exercise_date: 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 (i) July 1, 2022 (4,909 common shares) and, (ii) December 31, 2022 (4,909 common shares). F1 · derivative.expiration_date: 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 (i) July 1, 2022 (4,909 common shares) and, (ii) December 31, 2022 (4,909 common shares). Read SEC document |
| August 17, 2021 Filed Aug 18, 2021 22:35 UTC | STONERIDGE INC SRI · Entity 6313 | SaleCommon Shares, without par value | 11,080 | $24.68 | $273,446.64 |
DisclosureSEC source: 0001331471-21-000024 · primary_doc.xml · nonDerivative · entry 1 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in column 4 is a weighted average price. The Common Shares were sold in multiple transactions at prices ranging from $24.50 to $24.80, inclusive. The Reporting Person undertakes to provide Stoneridge, Inc., any shareholder of Stoneridge, Inc. or the SEC staff, upon request, full information of the number of shares sold at each price within the range. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 19:45 UTC | STONERIDGE INC SRI · Entity 6313 | Disposition to issuerPerformance Shares/Share Units · Derivative | 5,123 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001331471-21-000023 · primary_doc.xml · derivative · entry 4 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,393 Underlying: Common Shares, without par value · 5,123 shares Expires not disclosed F1 · derivative.exercise_price: On September 10, 2019, the Reporting Person was granted time-based share units and performance shares pursuant to the Company's Long-Term Incentive Plan. On March 10, 2021, 5,640 time-based share units under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares; 6,706 performance shares under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares; and 5,123 performance shares were not earned and were forfeited. F1 · price: On September 10, 2019, the Reporting Person was granted time-based share units and performance shares pursuant to the Company's Long-Term Incentive Plan. On March 10, 2021, 5,640 time-based share units under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares; 6,706 performance shares under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares; and 5,123 performance shares were not earned and were forfeited. F1 · derivative.exercise_date: On September 10, 2019, the Reporting Person was granted time-based share units and performance shares pursuant to the Company's Long-Term Incentive Plan. On March 10, 2021, 5,640 time-based share units under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares; 6,706 performance shares under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares; and 5,123 performance shares were not earned and were forfeited. F1 · derivative.expiration_date: On September 10, 2019, the Reporting Person was granted time-based share units and performance shares pursuant to the Company's Long-Term Incentive Plan. On March 10, 2021, 5,640 time-based share units under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares; 6,706 performance shares under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares; and 5,123 performance shares were not earned and were forfeited. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 19:45 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionPerformance Shares/Share Units · Derivative | 12,166 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001331471-21-000023 · primary_doc.xml · derivative · entry 3 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,516 Underlying: Common Shares, without par value · 12,166 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On September 10, 2019, the Reporting Person was granted time-based share units and performance shares pursuant to the Company's Long-Term Incentive Plan. On March 10, 2021, 5,640 time-based share units under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares; 6,706 performance shares under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares; and 5,123 performance shares were not earned and were forfeited. F1 · price: On September 10, 2019, the Reporting Person was granted time-based share units and performance shares pursuant to the Company's Long-Term Incentive Plan. On March 10, 2021, 5,640 time-based share units under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares; 6,706 performance shares under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares; and 5,123 performance shares were not earned and were forfeited. F1 · derivative.exercise_date: On September 10, 2019, the Reporting Person was granted time-based share units and performance shares pursuant to the Company's Long-Term Incentive Plan. On March 10, 2021, 5,640 time-based share units under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares; 6,706 performance shares under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares; and 5,123 performance shares were not earned and were forfeited. F1 · derivative.expiration_date: On September 10, 2019, the Reporting Person was granted time-based share units and performance shares pursuant to the Company's Long-Term Incentive Plan. On March 10, 2021, 5,640 time-based share units under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares; 6,706 performance shares under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares; and 5,123 performance shares were not earned and were forfeited. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 19:45 UTC | STONERIDGE INC SRI · Entity 6313 | Tax withholdingCommon Shares, without par value | 3,598 | $36.46 | $131,183.08 |
DisclosureSEC source: 0001331471-21-000023 · primary_doc.xml · nonDerivative · entry 2 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,080 Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 19:45 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionCommon Shares, without par value | 12,166 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001331471-21-000023 · primary_doc.xml · nonDerivative · entry 1 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,678 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: On September 10, 2019, the Reporting Person was granted time-based share units and performance shares pursuant to the Company's Long-Term Incentive Plan. On March 10, 2021, 5,640 time-based share units under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares; 6,706 performance shares under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares; and 5,123 performance shares were not earned and were forfeited. F1 · price: On September 10, 2019, the Reporting Person was granted time-based share units and performance shares pursuant to the Company's Long-Term Incentive Plan. On March 10, 2021, 5,640 time-based share units under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares; 6,706 performance shares under the 2019 grant vested and were paid on a one-for-one basis in Company Common Shares; and 5,123 performance shares were not earned and were forfeited. Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 23:01 UTC | STONERIDGE INC SRI · Entity 6313 | GrantShare Units · Derivative | 10,215 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001331471-21-000009 · primary_doc.xml · derivative · entry 3 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,682 Underlying: Common Shares, without par value · 10,215 shares Expires not disclosed F2 · derivative.exercise_price: 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 1/3 of the total grant on each of March 8, 2022, March 8, 2023 and March 8, 2024 if the Reporting Person remains employed on those dates. F2 · price: 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 1/3 of the total grant on each of March 8, 2022, March 8, 2023 and March 8, 2024 if the Reporting Person remains employed on those dates. F2 · derivative.exercise_date: 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 1/3 of the total grant on each of March 8, 2022, March 8, 2023 and March 8, 2024 if the Reporting Person remains employed on those dates. F2 · derivative.expiration_date: 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 1/3 of the total grant on each of March 8, 2022, March 8, 2023 and March 8, 2024 if the Reporting Person remains employed on those dates. Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 23:01 UTC | STONERIDGE INC SRI · Entity 6313 | GrantShare Units · Derivative | 5,213 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001331471-21-000009 · primary_doc.xml · derivative · entry 2 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,467 Underlying: Common Shares, without par value · 5,213 shares Expires not disclosed F1 · derivative.exercise_price: 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 March 8, 2024. F1 · price: 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 March 8, 2024. F1 · derivative.exercise_date: 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 March 8, 2024. F1 · derivative.expiration_date: 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 March 8, 2024. Read SEC document |
| September 10, 2020 Filed Oct 5, 2020 19:15 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionPerformance Shares/Share Units · Derivative | 3,517 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-20-000025 · primary_doc.xml · derivative · entry 3 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,254 Underlying: Common Shares, without par value · 3,517 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On September 10, 2018, Share Units, in addition to other performance-based equity awards, were granted to the the Reporting Person under the Company's Long-Term Incentive Plan. Depending on continued employment Share Units are paid on a one-for-one basis in Company Common Shares after a set period of time. A portion of the Share Units (3,517 Share Units) granted to the Reporting Person on September 10, 2018 were earned by the Reporting Person as he remained employed by the Company on September 10, 2020 and were paid on a one-for-one basis in Company Common Shares. F1 · derivative.exercise_date: On September 10, 2018, Share Units, in addition to other performance-based equity awards, were granted to the the Reporting Person under the Company's Long-Term Incentive Plan. Depending on continued employment Share Units are paid on a one-for-one basis in Company Common Shares after a set period of time. A portion of the Share Units (3,517 Share Units) granted to the Reporting Person on September 10, 2018 were earned by the Reporting Person as he remained employed by the Company on September 10, 2020 and were paid on a one-for-one basis in Company Common Shares. F1 · derivative.expiration_date: On September 10, 2018, Share Units, in addition to other performance-based equity awards, were granted to the the Reporting Person under the Company's Long-Term Incentive Plan. Depending on continued employment Share Units are paid on a one-for-one basis in Company Common Shares after a set period of time. A portion of the Share Units (3,517 Share Units) granted to the Reporting Person on September 10, 2018 were earned by the Reporting Person as he remained employed by the Company on September 10, 2020 and were paid on a one-for-one basis in Company Common Shares. Read SEC document |
| September 10, 2020 Filed Oct 5, 2020 19:15 UTC | STONERIDGE INC SRI · Entity 6313 | Tax withholdingCommon Shares, without par value | 1,005 | $19.79 | $19,888.95 |
DisclosureSEC source: 0001331471-20-000025 · primary_doc.xml · nonDerivative · entry 2 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,512 Read SEC document |
| September 10, 2020 Filed Oct 5, 2020 19:15 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionCommon Shares, without par value | 3,517 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001331471-20-000025 · primary_doc.xml · nonDerivative · entry 1 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,517 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: On September 10, 2018, Share Units, in addition to other performance-based equity awards, were granted to the the Reporting Person under the Company's Long-Term Incentive Plan. Depending on continued employment Share Units are paid on a one-for-one basis in Company Common Shares after a set period of time. A portion of the Share Units (3,517 Share Units) granted to the Reporting Person on September 10, 2018 were earned by the Reporting Person as he remained employed by the Company on September 10, 2020 and were paid on a one-for-one basis in Company Common Shares. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 21:19 UTC | STONERIDGE INC SRI · Entity 6313 | GrantShare Units · Derivative | 9,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-20-000016 · primary_doc.xml · derivative · entry 1 Borne Laurent · CIK 0001764662 · President Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,745 Underlying: Common Shares, without par value · 9,875 shares Expires not disclosed F1 · derivative.exercise_price: Share Units granted to the Reporting Person pursuant to the Company's Long-Term Incentive Plan payable on a one-for-one basis in Common Shares if the Reporting Person remains employed on March 9, 2023. F1 · derivative.exercise_date: Share Units granted to the Reporting Person pursuant to the Company's Long-Term Incentive Plan payable on a one-for-one basis in Common Shares if the Reporting Person remains employed on March 9, 2023. F1 · derivative.expiration_date: Share Units granted to the Reporting Person pursuant to the Company's Long-Term Incentive Plan payable on a one-for-one basis in Common Shares if the Reporting Person remains employed on March 9, 2023. Read SEC document |
| March 09, 2020 Filed Mar 16, 2020 20:17 UTC Amendment | STONERIDGE INC SRI · Entity 6313 | GrantShare Units · Derivative | 26,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-20-000022 · primary_doc.xml · derivative · entry 1 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,771 Underlying: Common Shares, without par value · 26,901 shares Expires not disclosed F1 · derivative.exercise_price: Share Units granted to the Reporting Person pursuant to the Company's Long-Term Incentive Plan payable on a one-for-one basis in Common Shares if the Reporting Person remains employed on March 9, 2023. F1 · derivative.exercise_date: Share Units granted to the Reporting Person pursuant to the Company's Long-Term Incentive Plan payable on a one-for-one basis in Common Shares if the Reporting Person remains employed on March 9, 2023. F1 · derivative.expiration_date: Share Units granted to the Reporting Person pursuant to the Company's Long-Term Incentive Plan payable on a one-for-one basis in Common Shares if the Reporting Person remains employed on March 9, 2023. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 21:33 UTC | STONERIDGE INC SRI · Entity 6313 | GrantShare Units · Derivative | 5,063 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001331471-19-000003 · primary_doc.xml · derivative · entry 1 Borne Laurent · CIK 0001764662 · Pres. Electronics and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,870 Underlying: Common Shares · 5,063 shares Expires not disclosed F1 · derivative.exercise_price: 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 March 4, 2022. F1 · price: 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 March 4, 2022. F1 · derivative.exercise_date: 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 March 4, 2022. F1 · derivative.expiration_date: 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 March 4, 2022. 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.