Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STONERIDGE INCSRI · Entity 6313 | Chief Accounting Officer | 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.
STONERIDGE INC
Report date March 16, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Share UnitsSEC Table II · derivative / convertible security | Direct | 54,405 |
Reported balance
After 2026-03-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-16 · Grant · Acquired 40,611 · Balance 54,405 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, vesting ratably in equal annual installments of one-third (1/3) on each of March 16, 2027, March 16, 2028, and March 16, 2029, subject to the Reporting Person's continued employment on each applicable vesting date. |
| Common Shares, without par valueSEC Table I · non-derivative | Direct | 38,202 |
Reported balance
Holding disclosure · report date 2026-03-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 38,202 |
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, vesting ratably in equal annual installments of one-third (1/3) on each of March 16, 2027, March 16, 2028, and March 16, 2029, subject to the Reporting Person's continued employment on each applicable vesting date.
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 30, 2018 Filed Apr 17, 2018 19:50 UTC Amendment | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionCommon Shares, without par value | 8,947 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001331471-18-000023 · primary_doc.xml · nonDerivative · entry 1 Hartman Robert J. Jr. · CIK 0001679290 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,228 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 March 30,2015 the Reporting Person was granted under the Company's Long-Term Incentive Plan 9,460 performance shares, vesting on March 30, 2018; 3,340 of the performance shares were time-based and were earned and vested on March 30, 2018 and were paid on a one-for-one basis in common shares and 6,120 performance shares were time-based and performance-based. Of the time and performance-based performance shares, 5,607 were earned and vested on March 30, 2018 and were paid on a one-for-one basis in common shares, and 513 performance shares were not earned. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 22:02 UTC | STONERIDGE INC SRI · Entity 6313 | GrantShare Units · Derivative | 1,920 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001331471-18-000009 · primary_doc.xml · derivative · entry 2 Hartman Robert J. Jr. · CIK 0001679290 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,580 Underlying: Common Shares, without par value · 1,920 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 |
| September 07, 2017 Filed Sep 8, 2017 16:38 UTC | STONERIDGE INC SRI · Entity 6313 | SaleCommon Shares, without par value | 7,358 | $16.51 | $121,501.92 |
DisclosureSEC source: 0001331471-17-000028 · primary_doc.xml · nonDerivative · entry 1 Hartman Robert J. Jr. · CIK 0001679290 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,281 F1 · price: The price reported in column 4 is a weighted average price. The Common Shares were sold in multiple transactions on 9-7-2017 at prices ranging from $16.512/share to $16.52/share. The Reporting Person undertakes to provide Stoneridge, Inc. and the SEC Staff, upon request, full information on the number of shares sold at each separate price within the range. Read SEC document |
| March 25, 2017 Filed Mar 28, 2017 20:54 UTC | STONERIDGE INC sri · Entity 6313 | Disposition to issuerPerformance Shares · Derivative | 1,014 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001331471-17-000019 · primary_doc.xml · derivative · entry 4 Hartman Robert J. Jr. · CIK 0001679290 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,660 Underlying: Common Shares, without par value · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: On March 25, 2014 the Reporting Person was granted 8,750 vesting on March 25, 2017; 3,500 of the Performance Shares were time-based and vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 5,250 were time-based and performance-based. Of the time and performance based Performance Shares 4,236 vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 1,014 were forfeited. F1 · price: On March 25, 2014 the Reporting Person was granted 8,750 vesting on March 25, 2017; 3,500 of the Performance Shares were time-based and vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 5,250 were time-based and performance-based. Of the time and performance based Performance Shares 4,236 vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 1,014 were forfeited. F1 · derivative.exercise_date: On March 25, 2014 the Reporting Person was granted 8,750 vesting on March 25, 2017; 3,500 of the Performance Shares were time-based and vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 5,250 were time-based and performance-based. Of the time and performance based Performance Shares 4,236 vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 1,014 were forfeited. F1 · derivative.expiration_date: On March 25, 2014 the Reporting Person was granted 8,750 vesting on March 25, 2017; 3,500 of the Performance Shares were time-based and vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 5,250 were time-based and performance-based. Of the time and performance based Performance Shares 4,236 vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 1,014 were forfeited. F1 · derivative.underlying_shares: On March 25, 2014 the Reporting Person was granted 8,750 vesting on March 25, 2017; 3,500 of the Performance Shares were time-based and vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 5,250 were time-based and performance-based. Of the time and performance based Performance Shares 4,236 vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 1,014 were forfeited. F2 · balance_after: Performance Shares vesting in 2018, 2019 and 2020 payable upon vesting on a one for one basis in common shares. Read SEC document |
| March 25, 2017 Filed Mar 28, 2017 20:54 UTC | STONERIDGE INC sri · Entity 6313 | Exercise / conversionPerformance Shares · Derivative | 7,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-17-000019 · primary_doc.xml · derivative · entry 3 Hartman Robert J. Jr. · CIK 0001679290 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,674 Underlying: Common Shares, without par value · 7,736 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 25, 2014 the Reporting Person was granted 8,750 vesting on March 25, 2017; 3,500 of the Performance Shares were time-based and vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 5,250 were time-based and performance-based. Of the time and performance based Performance Shares 4,236 vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 1,014 were forfeited. F1 · derivative.exercise_date: On March 25, 2014 the Reporting Person was granted 8,750 vesting on March 25, 2017; 3,500 of the Performance Shares were time-based and vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 5,250 were time-based and performance-based. Of the time and performance based Performance Shares 4,236 vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 1,014 were forfeited. F1 · derivative.expiration_date: On March 25, 2014 the Reporting Person was granted 8,750 vesting on March 25, 2017; 3,500 of the Performance Shares were time-based and vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 5,250 were time-based and performance-based. Of the time and performance based Performance Shares 4,236 vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 1,014 were forfeited. F2 · balance_after: Performance Shares vesting in 2018, 2019 and 2020 payable upon vesting on a one for one basis in common shares. Read SEC document |
| March 25, 2017 Filed Mar 28, 2017 20:54 UTC | STONERIDGE INC sri · Entity 6313 | Tax withholdingCommon Shares, without par value | 2,428 | $18.21 | $44,213.88 |
DisclosureSEC source: 0001331471-17-000019 · primary_doc.xml · nonDerivative · entry 2 Hartman Robert J. Jr. · CIK 0001679290 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,639 Read SEC document |
| March 25, 2017 Filed Mar 28, 2017 20:54 UTC | STONERIDGE INC sri · Entity 6313 | Exercise / conversionCommon Shares, without par value | 7,736 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001331471-17-000019 · primary_doc.xml · nonDerivative · entry 1 Hartman Robert J. Jr. · CIK 0001679290 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,067 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 March 25, 2014 the Reporting Person was granted 8,750 vesting on March 25, 2017; 3,500 of the Performance Shares were time-based and vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 5,250 were time-based and performance-based. Of the time and performance based Performance Shares 4,236 vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 1,014 were forfeited. Read SEC document |
| March 25, 2017 Filed Sep 8, 2017 16:15 UTC Amendment | STONERIDGE INC SRI · Entity 6313 | Disposition to issuerPerformance Shares · Derivative | 1,014 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001331471-17-000027 · primary_doc.xml · derivative · entry 4 Hartman Robert J. Jr. · CIK 0001679290 · Chief Accouting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,660 Underlying: Common Shares, without par value · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: On March 25, 2014 the Reporting Person was granted 8,750 performance shares vesting on March 25, 2017; 3,500 of the Performance Shares were time based and vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 5,250 performance shares were time-based and performance-based. Of the time and performance based shares 4,236 vested on March 25, 2017 and were paid a on one-for-one basis in common shares and 1,014 were forfeited. F1 · price: On March 25, 2014 the Reporting Person was granted 8,750 performance shares vesting on March 25, 2017; 3,500 of the Performance Shares were time based and vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 5,250 performance shares were time-based and performance-based. Of the time and performance based shares 4,236 vested on March 25, 2017 and were paid a on one-for-one basis in common shares and 1,014 were forfeited. F1 · derivative.exercise_date: On March 25, 2014 the Reporting Person was granted 8,750 performance shares vesting on March 25, 2017; 3,500 of the Performance Shares were time based and vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 5,250 performance shares were time-based and performance-based. Of the time and performance based shares 4,236 vested on March 25, 2017 and were paid a on one-for-one basis in common shares and 1,014 were forfeited. F1 · derivative.expiration_date: On March 25, 2014 the Reporting Person was granted 8,750 performance shares vesting on March 25, 2017; 3,500 of the Performance Shares were time based and vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 5,250 performance shares were time-based and performance-based. Of the time and performance based shares 4,236 vested on March 25, 2017 and were paid a on one-for-one basis in common shares and 1,014 were forfeited. F1 · derivative.underlying_shares: On March 25, 2014 the Reporting Person was granted 8,750 performance shares vesting on March 25, 2017; 3,500 of the Performance Shares were time based and vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 5,250 performance shares were time-based and performance-based. Of the time and performance based shares 4,236 vested on March 25, 2017 and were paid a on one-for-one basis in common shares and 1,014 were forfeited. F2 · balance_after: Performance Shares vesting in 2018, 2019 and 2020 payable upon vesting on a one-for-one basis in Common Shares. Read SEC document |
| March 25, 2017 Filed Sep 8, 2017 16:15 UTC Amendment | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionPerformance Shares · Derivative | 7,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-17-000027 · primary_doc.xml · derivative · entry 3 Hartman Robert J. Jr. · CIK 0001679290 · Chief Accouting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,674 Underlying: Common Shares, without par value · 7,736 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 25, 2014 the Reporting Person was granted 8,750 performance shares vesting on March 25, 2017; 3,500 of the Performance Shares were time based and vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 5,250 performance shares were time-based and performance-based. Of the time and performance based shares 4,236 vested on March 25, 2017 and were paid a on one-for-one basis in common shares and 1,014 were forfeited. F1 · derivative.exercise_date: On March 25, 2014 the Reporting Person was granted 8,750 performance shares vesting on March 25, 2017; 3,500 of the Performance Shares were time based and vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 5,250 performance shares were time-based and performance-based. Of the time and performance based shares 4,236 vested on March 25, 2017 and were paid a on one-for-one basis in common shares and 1,014 were forfeited. F1 · derivative.expiration_date: On March 25, 2014 the Reporting Person was granted 8,750 performance shares vesting on March 25, 2017; 3,500 of the Performance Shares were time based and vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 5,250 performance shares were time-based and performance-based. Of the time and performance based shares 4,236 vested on March 25, 2017 and were paid a on one-for-one basis in common shares and 1,014 were forfeited. Read SEC document |
| March 25, 2017 Filed Sep 8, 2017 16:15 UTC Amendment | STONERIDGE INC SRI · Entity 6313 | Tax withholdingCommon Shares, without par value | 2,428 | $18.26 | $44,335.28 |
DisclosureSEC source: 0001331471-17-000027 · primary_doc.xml · nonDerivative · entry 2 Hartman Robert J. Jr. · CIK 0001679290 · Chief Accouting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,639 Read SEC document |
| March 25, 2017 Filed Sep 8, 2017 16:15 UTC Amendment | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionCommon Shares, without par value | 7,736 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001331471-17-000027 · primary_doc.xml · nonDerivative · entry 1 Hartman Robert J. Jr. · CIK 0001679290 · Chief Accouting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,067 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 March 25, 2014 the Reporting Person was granted 8,750 performance shares vesting on March 25, 2017; 3,500 of the Performance Shares were time based and vested on March 25, 2017 and were paid on a one-for-one basis in common shares and 5,250 performance shares were time-based and performance-based. Of the time and performance based shares 4,236 vested on March 25, 2017 and were paid a on one-for-one basis in common shares and 1,014 were forfeited. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 20:24 UTC | STONERIDGE INC SRI · Entity 6313 | GrantPerformance Shares · Derivative | 7,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-17-000014 · primary_doc.xml · derivative · entry 2 Hartman Robert J. Jr. · CIK 0001679290 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,410 Underlying: Common Shares, without par value · 7,695 shares Expires not disclosed F1 · security: Each Performance Share represents the contingent right to receive one Company Common Share. Provided that the Reporting Person remains employed on March 6, 2020 2,430 Common Shares shall be earned and depending on continued employment and Company Performance 5,265 Common Shares may be earned. F1 · derivative.exercise_price: Each Performance Share represents the contingent right to receive one Company Common Share. Provided that the Reporting Person remains employed on March 6, 2020 2,430 Common Shares shall be earned and depending on continued employment and Company Performance 5,265 Common Shares may be earned. F1 · derivative.exercise_date: Each Performance Share represents the contingent right to receive one Company Common Share. Provided that the Reporting Person remains employed on March 6, 2020 2,430 Common Shares shall be earned and depending on continued employment and Company Performance 5,265 Common Shares may be earned. F1 · derivative.expiration_date: Each Performance Share represents the contingent right to receive one Company Common Share. Provided that the Reporting Person remains employed on March 6, 2020 2,430 Common Shares shall be earned and depending on continued employment and Company Performance 5,265 Common Shares may be earned. F2 · balance_after: Total includes Performance Shares previously granted to the Reporting Person. 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.