Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STONERIDGE INCSRI · Entity 6313 | Director | March 14, 2022 | March 16, 2022 |
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 14, 2022 · Filed March 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, without par valueSEC Table I · non-derivative | Direct | 3,284 |
Reported balance
After 2022-02-16 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2022-02-16 · Gift · Disposed 63,088 · Balance 3,284 |
| Common Shares, without par valueSEC Table I · non-derivative | Direct | 9,819 |
Reported balance
After 2022-03-14 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2022-03-14 · Grant · Acquired 6,525 · Balance 9,819 F1: Restricted Common Shares granted to the Reporting Person pursuant to the Company's 2018 Amended and Restated Directors' Restricted Shares plan, subject to forfeiture until March 14, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Common Shares granted to the Reporting Person pursuant to the Company's 2018 Amended and Restated Directors' Restricted Shares plan, subject to forfeiture until March 14, 2022.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CalAtlantic Group, Inc.
Report date February 12, 2018 · Filed February 13, 2018
Section 16 reporting ended · disclosed 2018-02-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-02-12 transaction · row 1
1 source rowRow 1 · 2018-02-12 · Other · Disposed 32,936 · Balance 0 F1: On February 12, 2018, these shares were exchanged for shares of Lennar Corporation ("Lennar") in connection with the closing of the merger (the "Merger"), pursuant to terms of that certain Agreement and Plan of Merger, dated October 29, 2017, by and among the Company, Cheetah Cub Group Corp. ("Merger Sub") and Lennar, the sole shareholder of Merger Sub. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 12, 2018, these shares were exchanged for shares of Lennar Corporation ("Lennar") in connection with the closing of the merger (the "Merger"), pursuant to terms of that certain Agreement and Plan of Merger, dated October 29, 2017, by and among the Company, Cheetah Cub Group Corp. ("Merger Sub") and Lennar, the sole shareholder of Merger Sub.
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 14, 2022 Filed Mar 16, 2022 00:34 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 6,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-22-000015 · primary_doc.xml · nonDerivative · entry 2 JACOBS DOUGLAS C · CIK 0001202207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,819 F1 · shares: Restricted Common Shares granted to the Reporting Person pursuant to the Company's 2018 Amended and Restated Directors' Restricted Shares plan, subject to forfeiture until March 14, 2022. Read SEC document |
| February 16, 2022 Filed Mar 16, 2022 00:34 UTC | STONERIDGE INC SRI · Entity 6313 | GiftCommon Shares, without par value | 63,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-22-000015 · primary_doc.xml · nonDerivative · entry 1 JACOBS DOUGLAS C · CIK 0001202207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,284 Read SEC document |
| January 06, 2022 Filed Jan 12, 2022 16:56 UTC | STONERIDGE INC SRI · Entity 6313 | GiftCommon Shares, without par value | 780 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-22-000001 · primary_doc.xml · nonDerivative · entry 3 JACOBS DOUGLAS C · CIK 0001202207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,382 Read SEC document |
| January 03, 2022 Filed Jan 12, 2022 16:56 UTC | STONERIDGE INC SRI · Entity 6313 | GiftCommon Shares, without par value | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-22-000001 · primary_doc.xml · nonDerivative · entry 2 JACOBS DOUGLAS C · CIK 0001202207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,162 Read SEC document |
| December 28, 2021 Filed Jan 12, 2022 16:56 UTC | STONERIDGE INC SRI · Entity 6313 | GiftCommon Shares, without par value | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-22-000001 · primary_doc.xml · nonDerivative · entry 1 JACOBS DOUGLAS C · CIK 0001202207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,562 Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 20:48 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 3,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-21-000018 · primary_doc.xml · nonDerivative · entry 1 JACOBS DOUGLAS C · CIK 0001202207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,962 F1 · shares: Restricted Common Shares granted to the Reporting Person pursuant to the Directors' Restricted Share Plan, subject to forfeiture until March 9, 2022. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 18:11 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 6,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-20-000007 · primary_doc.xml · nonDerivative · entry 1 JACOBS DOUGLAS C · CIK 0001202207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,669 F1 · shares: Restricted Common Shares granted to the Reporting Person pursuant to the Directors' Restricted Shares Plan, subject to forfeiture until March 9, 2021. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 21:28 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 3,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-19-000018 · primary_doc.xml · nonDerivative · entry 1 JACOBS DOUGLAS C · CIK 0001202207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,859 F1 · shares: Restricted Common Shares granted to the Reporting Person pursuant to the Directors' Restricted Share Plan, subject to forfeiture until March 5, 2020. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 17:33 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 4,277 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-18-000013 · primary_doc.xml · nonDerivative · entry 1 JACOBS DOUGLAS C · CIK 0001202207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,324 F1 · shares: Restricted Common Shares granted to the Reporting Person under the Directors' Restricted Shares Plan, vesting March 7, 2019. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 12:38 UTC | CalAtlantic Group, Inc. CAA · Entity 169490 | OtherCommon Stock | 32,936 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000878560-18-000070 · edgardoc.xml · nonDerivative · entry 1 JACOBS DOUGLAS C · CIK 0001202207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On February 12, 2018, these shares were exchanged for shares of Lennar Corporation ("Lennar") in connection with the closing of the merger (the "Merger"), pursuant to terms of that certain Agreement and Plan of Merger, dated October 29, 2017, by and among the Company, Cheetah Cub Group Corp. ("Merger Sub") and Lennar, the sole shareholder of Merger Sub. F1 · price: On February 12, 2018, these shares were exchanged for shares of Lennar Corporation ("Lennar") in connection with the closing of the merger (the "Merger"), pursuant to terms of that certain Agreement and Plan of Merger, dated October 29, 2017, by and among the Company, Cheetah Cub Group Corp. ("Merger Sub") and Lennar, the sole shareholder of Merger Sub. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 16:39 UTC | CalAtlantic Group, Inc. CAA · Entity 169490 | GrantCommon Stock | 300 | $51.82 | $15,546.00 |
DisclosureSEC source: 0000878560-18-000049 · edgardoc.xml · nonDerivative · entry 1 JACOBS DOUGLAS C · CIK 0001202207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,936 Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 14:39 UTC | CalAtlantic Group, Inc. CAA · Entity 169490 | GrantCommon Stock | 576 | $56.39 | $32,480.64 |
DisclosureSEC source: 0000878560-18-000009 · edgardoc.xml · nonDerivative · entry 1 JACOBS DOUGLAS C · CIK 0001202207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,636 Read SEC document |
| December 13, 2017 Filed Dec 15, 2017 17:05 UTC | CalAtlantic Group, Inc. CAA · Entity 169490 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0000878560-17-000185 · edgardoc.xml · nonDerivative · entry 1 JACOBS DOUGLAS C · CIK 0001202207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,060 Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 18:36 UTC | CalAtlantic Group, Inc. CAA · Entity 169490 | GrantCommon Stock | 887 | $36.63 | $32,490.81 |
DisclosureSEC source: 0000878560-17-000121 · edgardoc.xml · nonDerivative · entry 1 JACOBS DOUGLAS C · CIK 0001202207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,310 Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 13:45 UTC | CalAtlantic Group, Inc. CAA · Entity 169490 | GrantCommon Stock | 919 | $35.35 | $32,486.65 |
DisclosureSEC source: 0000878560-17-000092 · edgardoc.xml · nonDerivative · entry 1 JACOBS DOUGLAS C · CIK 0001202207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,423 Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 18:52 UTC | CalAtlantic Group, Inc. CAA · Entity 169490 | GrantCommon Stock | 868 | $37.45 | $32,506.60 |
DisclosureSEC source: 0000878560-17-000058 · edgardoc.xml · nonDerivative · entry 1 JACOBS DOUGLAS C · CIK 0001202207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,504 Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 18:39 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 5,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-17-000002 · primary_doc.xml · nonDerivative · entry 1 JACOBS DOUGLAS C · CIK 0001202207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,047 F1 · shares: Restricted Common Shares granted to the Reporting Person pursuant to the Directors' Restricted Shares Plan, vesting March 6, 2018. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 16:54 UTC | CalAtlantic Group, Inc. CAA · Entity 169490 | GrantCommon Stock | 956 | $34.01 | $32,513.56 |
DisclosureSEC source: 0000878560-17-000008 · edgardoc.xml · nonDerivative · entry 1 JACOBS DOUGLAS C · CIK 0001202207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,636 Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 16:14 UTC | CalAtlantic Group, Inc. CAA · Entity 169490 | GrantCommon Stock | 972 | $33.44 | $32,503.68 |
DisclosureSEC source: 0000878560-16-000276 · edgardoc.xml · nonDerivative · entry 1 JACOBS DOUGLAS C · CIK 0001202207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,680 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.