Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STONERIDGE INCSRI · Entity 6313 | President Control Devices | March 04, 2019 | March 06, 2019 |
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 04, 2019 · Filed March 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Share UnitsSEC Table II · derivative / convertible security | Direct | 11,043 |
Reported balance
After 2019-03-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-03-04 · Grant · Acquired 5,063 · Balance 11,043 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 March 4, 2022. |
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 March 4, 2022.
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 04, 2019 Filed Mar 6, 2019 21:42 UTC | STONERIDGE INC SRI · Entity 6313 | GrantShare Units · Derivative | 5,063 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001331471-19-000004 · primary_doc.xml · derivative · entry 1 Willig Robert R. Jr. · CIK 0001721040 · President Control Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,043 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 |
| March 06, 2018 Filed Mar 8, 2018 21:27 UTC | STONERIDGE INC sri · Entity 6313 | GrantShare Units · Derivative | 5,980 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001331471-18-000006 · primary_doc.xml · derivative · entry 2 Willig Robert R. Jr. · CIK 0001721040 · President of Control Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,980 Underlying: Common Shares, without par value · 5,980 shares Expires not disclosed F1 · derivative.exercise_price: Share Units granted to the Reporting Person under 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 6, 2021. F1 · price: Share Units granted to the Reporting Person under 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 6, 2021. F1 · derivative.exercise_date: Share Units granted to the Reporting Person under 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 6, 2021. F1 · derivative.expiration_date: Share Units granted to the Reporting Person under 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 6, 2021. 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.