Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STONERIDGE INCSRI · Entity 6313 | Chief Technology Officer | June 20, 2025 | June 25, 2025 |
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 June 20, 2025 · Filed June 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, without par valueSEC Table I · non-derivative | Direct | 6,362 |
Ending reported balance
After 2025-06-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-06-20 · Exercise / conversion · Acquired 11,641 · Balance 18,003 F1: Each Phantom Share was the economic equivalent of one Common Share and was paid in cash. Row 2 · 2025-06-20 · Disposition to issuer · Disposed 11,641 · Balance 6,362 |
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-06-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-06-20 · Exercise / conversion · Disposed 11,641 · Balance 0 F1: Each Phantom Share was the economic equivalent of one Common Share and was paid in cash. F2: The Phantom Shares vested on June 20, 2025. |
| Share UnitsSEC Table II · derivative / convertible security | Direct | 19,906 |
Reported balance
Holding disclosure · report date 2025-06-20 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 19,906 F3: 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 the third anniversary of the various grant dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Phantom Share was the economic equivalent of one Common Share and was paid in cash.
F2: The Phantom Shares vested on June 20, 2025.
F3: 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 the third anniversary of the various grant dates.
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 |
|---|---|---|---|---|---|---|
| June 20, 2025 Filed Jun 25, 2025 00:10 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionPhantom Shares · Derivative | 11,641 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-032926 · wk-form4_1750810205.xml · derivative · entry 3 Cooprider Troy · CIK 0002016248 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares, without par value · 11,641 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: Each Phantom Share was the economic equivalent of one Common Share and was paid in cash. F1 · price: Each Phantom Share was the economic equivalent of one Common Share and was paid in cash. F2 · derivative.exercise_date: The Phantom Shares vested on June 20, 2025. F2 · derivative.expiration_date: The Phantom Shares vested on June 20, 2025. Read SEC document |
| June 20, 2025 Filed Jun 25, 2025 00:10 UTC | STONERIDGE INC SRI · Entity 6313 | Disposition to issuerCommon Shares, without par value | 11,641 | $5.61 | $65,306.01 |
DisclosureSEC source: 0001628280-25-032926 · wk-form4_1750810205.xml · nonDerivative · entry 2 Cooprider Troy · CIK 0002016248 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,362 Read SEC document |
| June 20, 2025 Filed Jun 25, 2025 00:10 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionCommon Shares, without par value | 11,641 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-032926 · wk-form4_1750810205.xml · nonDerivative · entry 1 Cooprider Troy · CIK 0002016248 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,003 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: Each Phantom Share was the economic equivalent of one Common Share and was paid in cash. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 01:22 UTC | STONERIDGE INC SRI · Entity 6313 | GrantShare Units · Derivative | 13,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001043337-25-000063 · wk-form4_1741828949.xml · derivative · entry 2 Cooprider Troy · CIK 0002016248 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,906 Underlying: Common Shares, without par value · 13,765 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 1, 2028. 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 1, 2028. 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 1, 2028. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 20:24 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionShare Units · Derivative | 1,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001043337-25-000018 · wk-form4_1741206261.xml · derivative · entry 3 Cooprider Troy · CIK 0002016248 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,141 Underlying: Common Shares, without par value · 1,193 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 14, 2022, 1,193 Share Units were granted to the Reporting Person pursuant to the Company's Long-Term Incentive Plan and were paid on March 3, 2025 on a one-for-one basis in Company Common Shares. F1 · derivative.exercise_date: On March 14, 2022, 1,193 Share Units were granted to the Reporting Person pursuant to the Company's Long-Term Incentive Plan and were paid on March 3, 2025 on a one-for-one basis in Company Common Shares. F1 · derivative.expiration_date: On March 14, 2022, 1,193 Share Units were granted to the Reporting Person pursuant to the Company's Long-Term Incentive Plan and were paid on March 3, 2025 on a one-for-one basis in Company Common Shares. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 20:24 UTC | STONERIDGE INC SRI · Entity 6313 | Tax withholdingCommon Shares, without par value | 404 | $5.47 | $2,209.88 |
DisclosureSEC source: 0001043337-25-000018 · wk-form4_1741206261.xml · nonDerivative · entry 2 Cooprider Troy · CIK 0002016248 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,362 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 20:24 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionCommon Shares, without par value | 1,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001043337-25-000018 · wk-form4_1741206261.xml · nonDerivative · entry 1 Cooprider Troy · CIK 0002016248 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,766 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.