Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RR Donnelley & Sons CoRRD · Entity 129856 | EVP and CHRO | March 02, 2020 | March 04, 2020 |
| STONERIDGE INCSRI · Entity 6313 | Director | March 16, 2026 | March 18, 2026 |
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.
RR Donnelley & Sons Co
Report date March 02, 2020 · Filed March 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,897 |
Reported balance
After 2020-03-02 transaction · row 1
1 source rowRow 1 · 2020-03-02 · Tax withholding · Disposed 6,064 · Balance 53,897 |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 109,190 |
Reported balance
After 2020-03-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-03-02 · Grant · Acquired 109,190 · Balance 109,190 F1: Represents the economic equivalent of one share of Company common stock, which may be settled in Company common stock or cash upon vesting. F2: Phantom stock is payable in shares of common stock or cash in three equal installments on March 2, 2021, March 2, 2022 and March 2, 2023, subject to reporting person's continued employment. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the economic equivalent of one share of Company common stock, which may be settled in Company common stock or cash upon vesting.
F2: Phantom stock is payable in shares of common stock or cash in three equal installments on March 2, 2021, March 2, 2022 and March 2, 2023, subject to reporting person's continued employment.
STONERIDGE INC
Report date March 16, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, without par valueSEC Table I · non-derivative | Direct | 65,539 |
Reported balance
After 2026-03-16 transaction · row 1
1 source rowRow 1 · 2026-03-16 · Grant · Acquired 23,478 · Balance 65,539 F1: Restricted Common Shares granted to the Reporting Person pursuant to the 2025 Long-Term Incentive Plan, no longer subject to substantial risk of forfeiture on March 16, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Common Shares granted to the Reporting Person pursuant to the 2025 Long-Term Incentive Plan, no longer subject to substantial risk of forfeiture on March 16, 2027.
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 16, 2026 Filed Mar 18, 2026 19:27 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 23,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001326214-26-000005 · wk-form4_1773862032.xml · nonDerivative · entry 1 Rutt Sheila M · CIK 0001326214 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,539 F1 · shares: Restricted Common Shares granted to the Reporting Person pursuant to the 2025 Long-Term Incentive Plan, no longer subject to substantial risk of forfeiture on March 16, 2027. Read SEC document |
| May 13, 2025 Filed May 15, 2025 19:01 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 16,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-025790 · wk-form4_1747335665.xml · nonDerivative · entry 1 Rutt Sheila M · CIK 0001326214 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,061 F1 · shares: Restricted Common Shares granted to the Reporting Person pursuant to the 2025 Long-Term Incentive Plan, no longer subject to substantial risk of forfeiture on May 13, 2026. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 16:12 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001043337-25-000031 · wk-form4_1741795949.xml · nonDerivative · entry 1 Rutt Sheila M · CIK 0001326214 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,867 F1 · shares: Restricted Common Shares granted to the Reporting Person pursuant to the 2018 Amended and Restated Directors' Restricted Shares Plan, no longer subject to substantial risk of forfeiture on March 2, 2026. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 19:57 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 8,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001043337-24-000039 · wk-form4_1710359840.xml · nonDerivative · entry 1 Rutt Sheila M · CIK 0001326214 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,867 F1 · shares: Restricted Common Shares granted to the Reporting Person pursuant to the 2018 Amended and Restated Directors' Restricted Shares Plan, no longer subject to substantial risk of forfeiture on March 3, 2025. Read SEC document |
| March 13, 2023 Filed Mar 16, 2023 17:46 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 7,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-23-000032 · primary_doc.xml · nonDerivative · entry 1 Rutt Sheila M · CIK 0001326214 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,745 F1 · shares: Restricted Common Shares granted to the Reporting Person pursuant to the 2018 Amended and Restated Directors' Restricted Shares Plan, no longer subject to substantial risk of forfeiture on March 1, 2024. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 19:47 UTC | RR Donnelley & Sons Co RRD · Entity 129856 | GrantPhantom Stock · Derivative | 109,190 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-016379 · doc4.xml · derivative · entry 2 Rutt Sheila M · CIK 0001326214 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,190 Underlying: Common Stock · 109,190 shares Expires not disclosed F1 · derivative.exercise_price: Represents the economic equivalent of one share of Company common stock, which may be settled in Company common stock or cash upon vesting. F1 · price: Represents the economic equivalent of one share of Company common stock, which may be settled in Company common stock or cash upon vesting. F2 · derivative.exercise_date: Phantom stock is payable in shares of common stock or cash in three equal installments on March 2, 2021, March 2, 2022 and March 2, 2023, subject to reporting person's continued employment. F2 · derivative.expiration_date: Phantom stock is payable in shares of common stock or cash in three equal installments on March 2, 2021, March 2, 2022 and March 2, 2023, subject to reporting person's continued employment. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 19:47 UTC | RR Donnelley & Sons Co RRD · Entity 129856 | Tax withholdingCommon Stock | 6,064 | $1.88 | $11,400.32 |
DisclosureSEC source: 0001209191-20-016379 · doc4.xml · nonDerivative · entry 1 Rutt Sheila M · CIK 0001326214 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,897 Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 16:26 UTC | RR Donnelley & Sons Co RRD · Entity 129856 | Tax withholdingCommon Stock | 3,906 | $2.06 | $8,046.36 |
DisclosureSEC source: 0001209191-19-041102 · doc4.xml · nonDerivative · entry 1 Rutt Sheila M · CIK 0001326214 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,961 F1 · shares: Shares were withheld as payment of a tax liability incident to vesting of restricted stock units issued in accordance with Rule 16b-3. F2 · balance_after: Includes 26,584 shares held directly and 33,377 restricted stock units. Read SEC document |
| March 04, 2019 Filed Mar 5, 2019 19:47 UTC | RR Donnelley & Sons Co RRD · Entity 129856 | GrantPhantom Stock · Derivative | 48,211 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-017107 · doc4.xml · derivative · entry 2 Rutt Sheila M · CIK 0001326214 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,211 Underlying: Common Stock · 48,211 shares Expires not disclosed F1 · derivative.exercise_price: Represents the economic equivalent of common stock, which may be settled in Company common stock or cash upon vesting. F1 · price: Represents the economic equivalent of common stock, which may be settled in Company common stock or cash upon vesting. F2 · derivative.exercise_date: Phantom Stock is payable in shares of common stock or cash in three equal annual installments on March 4, 2020, March 4, 2021 and March 4, 2022, subject to reporting person's continued employment. F2 · derivative.expiration_date: Phantom Stock is payable in shares of common stock or cash in three equal annual installments on March 4, 2020, March 4, 2021 and March 4, 2022, subject to reporting person's continued employment. Read SEC document |
| March 02, 2019 Filed Mar 5, 2019 19:47 UTC | RR Donnelley & Sons Co RRD · Entity 129856 | Tax withholdingCommon Stock | 4,249 | $5.36 | $22,774.64 |
DisclosureSEC source: 0001209191-19-017107 · doc4.xml · nonDerivative · entry 1 Rutt Sheila M · CIK 0001326214 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,867 Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 16:13 UTC | RR Donnelley & Sons Co RRD · Entity 129856 | GrantCommon Stock | 400 | $5.21 | $2,084.00 |
DisclosureSEC source: 0001209191-18-048159 · doc4.xml · nonDerivative · entry 4 Rutt Sheila M · CIK 0001326214 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,116 F1 · balance_after: Includes 13,644 shares of common stock held directly and 54,472 restricted stock units. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 16:13 UTC | RR Donnelley & Sons Co RRD · Entity 129856 | GrantCommon Stock | 1,664 | $5.21 | $8,661.12 |
DisclosureSEC source: 0001209191-18-048159 · doc4.xml · nonDerivative · entry 3 Rutt Sheila M · CIK 0001326214 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,716 Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 16:13 UTC | RR Donnelley & Sons Co RRD · Entity 129856 | GrantCommon Stock | 4,312 | $5.20 | $22,422.40 |
DisclosureSEC source: 0001209191-18-048159 · doc4.xml · nonDerivative · entry 2 Rutt Sheila M · CIK 0001326214 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,052 Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 16:13 UTC | RR Donnelley & Sons Co RRD · Entity 129856 | GrantCommon Stock | 1,124 | $5.19 | $5,833.56 |
DisclosureSEC source: 0001209191-18-048159 · doc4.xml · nonDerivative · entry 1 Rutt Sheila M · CIK 0001326214 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,740 Read SEC document |
| August 21, 2018 Filed Aug 30, 2018 16:22 UTC Amendment | RR Donnelley & Sons Co RRD · Entity 129856 | PurchaseCommon Stock | 400 | $5.21 | $2,084.00 |
DisclosureSEC source: 0001209191-18-048939 · doc4a.xml · nonDerivative · entry 4 Rutt Sheila M · CIK 0001326214 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,116 F1 · kind: This amendment is being filed to correct the transaction code for this transaction. F2 · balance_after: Includes 13,644 shares of common stock held directly and 54,472 restricted stock units. Read SEC document |
| August 21, 2018 Filed Aug 30, 2018 16:22 UTC Amendment | RR Donnelley & Sons Co RRD · Entity 129856 | PurchaseCommon Stock | 1,664 | $5.21 | $8,661.12 |
DisclosureSEC source: 0001209191-18-048939 · doc4a.xml · nonDerivative · entry 3 Rutt Sheila M · CIK 0001326214 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,716 F1 · kind: This amendment is being filed to correct the transaction code for this transaction. Read SEC document |
| August 21, 2018 Filed Aug 30, 2018 16:22 UTC Amendment | RR Donnelley & Sons Co RRD · Entity 129856 | PurchaseCommon Stock | 4,312 | $5.20 | $22,422.40 |
DisclosureSEC source: 0001209191-18-048939 · doc4a.xml · nonDerivative · entry 2 Rutt Sheila M · CIK 0001326214 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,052 F1 · kind: This amendment is being filed to correct the transaction code for this transaction. Read SEC document |
| August 21, 2018 Filed Aug 30, 2018 16:22 UTC Amendment | RR Donnelley & Sons Co RRD · Entity 129856 | PurchaseCommon Stock | 1,124 | $5.19 | $5,833.56 |
DisclosureSEC source: 0001209191-18-048939 · doc4a.xml · nonDerivative · entry 1 Rutt Sheila M · CIK 0001326214 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,740 F1 · kind: This amendment is being filed to correct the transaction code for this transaction. Read SEC document |
| June 29, 2018 Filed Jul 5, 2018 18:24 UTC | RR Donnelley & Sons Co RRD · Entity 129856 | Tax withholdingCommon Stock | 2,671 | $5.76 | $15,384.96 |
DisclosureSEC source: 0001209191-18-041766 · doc4.xml · nonDerivative · entry 1 Rutt Sheila M · CIK 0001326214 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,616 F1 · shares: Shares were withheld as payment of a tax liability incident to vesting of restricted stock units issued in accordance with Rule 16b-3. F2 · balance_after: Includes 6,144 shares held directly and 54,472 restricted stock units. 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.