Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STONERIDGE INCSRI · Entity 6313 | President Control Devices | 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 | 8,610 |
Ending reported balance
After 2025-06-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-06-20 · Exercise / conversion · Acquired 14,551 · Balance 23,161 F1: Each Phantom Share was the economic equivalent of one Common Shares and was paid in cash. Row 2 · 2025-06-20 · Disposition to issuer · Disposed 14,551 · Balance 8,610 |
| 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 14,551 · Balance 0 F1: Each Phantom Share was the economic equivalent of one Common Shares and was paid in cash. F2: The Phantom Shares vested on June 20, 2025. |
| Share UnitsSEC Table II · derivative / convertible security | Direct | 31,369 |
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 31,369 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 Shares 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 00:13 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionPhantom Shares · Derivative | 14,551 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-032928 · wk-form4_1750810374.xml · derivative · entry 3 Kased Rajaey · CIK 0001965431 · President Control Devices 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares, without par value · 14,551 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 Shares and was paid in cash. F1 · price: Each Phantom Share was the economic equivalent of one Common Shares 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 00:13 UTC | STONERIDGE INC SRI · Entity 6313 | Disposition to issuerCommon Shares, without par value | 14,551 | $5.61 | $81,631.11 |
DisclosureSEC source: 0001628280-25-032928 · wk-form4_1750810374.xml · nonDerivative · entry 2 Kased Rajaey · CIK 0001965431 · President Control Devices 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,610 Read SEC document |
| June 20, 2025 Filed Jun 25, 2025 00:13 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionCommon Shares, without par value | 14,551 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-032928 · wk-form4_1750810374.xml · nonDerivative · entry 1 Kased Rajaey · CIK 0001965431 · President Control Devices 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,161 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 Shares and was paid in cash. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 00:23 UTC | STONERIDGE INC SRI · Entity 6313 | GrantShare Units · Derivative | 22,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001043337-25-000047 · wk-form4_1741825401.xml · derivative · entry 2 Kased Rajaey · CIK 0001965431 · President Control Devices 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,369 Underlying: Common Shares, without par value · 22,030 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 20:59 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionShare Units · Derivative | 4,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001043337-25-000020 · wk-form4_1741208361.xml · derivative · entry 3 Kased Rajaey · CIK 0001965431 · President Control Devices 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,339 Underlying: Common Shares, without par value · 4,306 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: 4,306 Share Units previously granted to the Reporting Person pursuant to the Company's Long-Term Incentive Plan were paid on a one-for-one basis in Company common shares on March 3, 2025. F1 · derivative.exercise_date: 4,306 Share Units previously granted to the Reporting Person pursuant to the Company's Long-Term Incentive Plan were paid on a one-for-one basis in Company common shares on March 3, 2025. F1 · derivative.expiration_date: 4,306 Share Units previously granted to the Reporting Person pursuant to the Company's Long-Term Incentive Plan were paid on a one-for-one basis in Company common shares on March 3, 2025. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 20:59 UTC | STONERIDGE INC SRI · Entity 6313 | Tax withholdingCommon Shares, without par value | 1,459 | $5.47 | $7,980.73 |
DisclosureSEC source: 0001043337-25-000020 · wk-form4_1741208361.xml · nonDerivative · entry 2 Kased Rajaey · CIK 0001965431 · President Control Devices 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,610 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 20:59 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionCommon Shares, without par value | 4,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001043337-25-000020 · wk-form4_1741208361.xml · nonDerivative · entry 1 Kased Rajaey · CIK 0001965431 · President Control Devices 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,069 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 |
| March 11, 2024 Filed Mar 13, 2024 21:39 UTC | STONERIDGE INC SRI · Entity 6313 | GrantShare Units · Derivative | 5,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001043337-24-000053 · wk-form4_1710365957.xml · derivative · entry 2 Kased Rajaey · CIK 0001965431 · President Control Devices 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,645 Underlying: Common Shares, without par value · 5,338 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, 2027. 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, 2027. 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, 2027. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 00:08 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionShare Units · Derivative | 2,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001043337-24-000028 · wk-form4_1710202085.xml · derivative · entry 3 Kased Rajaey · CIK 0001965431 · President Control Devices 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,307 Underlying: Common Shares, without par value · 2,112 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 8, 2021 the Reporting Person was granted 2,112 Share Units pursuant to the Company's Long-Term Incentive Plan which vested on March 8, 2024 and were paid on a one-for-one basis in Company Common Shares. The remaining Share Units will vest if the Reporting Person remains employed on the date specified under the various grant agreements. F1 · derivative.exercise_date: On March 8, 2021 the Reporting Person was granted 2,112 Share Units pursuant to the Company's Long-Term Incentive Plan which vested on March 8, 2024 and were paid on a one-for-one basis in Company Common Shares. The remaining Share Units will vest if the Reporting Person remains employed on the date specified under the various grant agreements. F1 · derivative.expiration_date: On March 8, 2021 the Reporting Person was granted 2,112 Share Units pursuant to the Company's Long-Term Incentive Plan which vested on March 8, 2024 and were paid on a one-for-one basis in Company Common Shares. The remaining Share Units will vest if the Reporting Person remains employed on the date specified under the various grant agreements. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 00:08 UTC | STONERIDGE INC SRI · Entity 6313 | SaleCommon Shares, without par value | 1,032 | $16.85 | $17,389.20 |
DisclosureSEC source: 0001043337-24-000028 · wk-form4_1710202085.xml · nonDerivative · entry 2 Kased Rajaey · CIK 0001965431 · President Control Devices 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,763 Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 00:08 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionCommon Shares, without par value | 2,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001043337-24-000028 · wk-form4_1710202085.xml · nonDerivative · entry 1 Kased Rajaey · CIK 0001965431 · President Control Devices 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,795 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 |
| March 01, 2024 Filed Mar 5, 2024 19:12 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionShare Units · Derivative | 528 | $0.00 | $0.00 |
DisclosureSEC source: 0001043337-24-000015 · wk-form4_1709665925.xml · derivative · entry 3 Kased Rajaey · CIK 0001965431 · President Control Devices 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,419 Underlying: Common Shares, without par value · 528 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 the Reporting Person was granted Share Units pursuant to the Company's Long-Term Incentive Plan, of which 528 vested on March 1, 2024 and were paid on a one-for-one basis in Company Common Shares. The remaining Share Units will vest if the Reporting Person remains employed on the date specified under the various grant agreements. F1 · derivative.exercise_date: On March 14, 2022 the Reporting Person was granted Share Units pursuant to the Company's Long-Term Incentive Plan, of which 528 vested on March 1, 2024 and were paid on a one-for-one basis in Company Common Shares. The remaining Share Units will vest if the Reporting Person remains employed on the date specified under the various grant agreements. F1 · derivative.expiration_date: On March 14, 2022 the Reporting Person was granted Share Units pursuant to the Company's Long-Term Incentive Plan, of which 528 vested on March 1, 2024 and were paid on a one-for-one basis in Company Common Shares. The remaining Share Units will vest if the Reporting Person remains employed on the date specified under the various grant agreements. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 19:12 UTC | STONERIDGE INC SRI · Entity 6313 | Tax withholdingCommon Shares, without par value | 178 | $17.66 | $3,143.48 |
DisclosureSEC source: 0001043337-24-000015 · wk-form4_1709665925.xml · nonDerivative · entry 2 Kased Rajaey · CIK 0001965431 · President Control Devices 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,683 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 19:12 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionCommon Shares, without par value | 528 | $0.00 | $0.00 |
DisclosureSEC source: 0001043337-24-000015 · wk-form4_1709665925.xml · nonDerivative · entry 1 Kased Rajaey · CIK 0001965431 · President Control Devices 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,861 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 |
| August 30, 2023 Filed Aug 30, 2023 21:32 UTC | STONERIDGE INC SRI · Entity 6313 | PurchaseCommon Shares, without par value | 2,525 | $20.12 | $50,803.00 |
DisclosureSEC source: 0001331471-23-000044 · primary_doc.xml · nonDerivative · entry 1 Kased Rajaey · CIK 0001965431 · President Control Devices 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,333 F1 · price: The price reported in column 4 is a weighted average price. The Common Shares of Stoneridge, Inc. were purchased in multiple transactions on Aug. 30, 2023 at prices ranging from $20.5 to $20.16, inclusive. The Reporting Person undertakes to provide Stoneridge, Inc., any shareholder of Stoneridge, Inc or the SEC Staff, upon request, full information of the number of shares purchased at each price within the range. Read SEC document |
| June 20, 2023 Filed Jun 22, 2023 21:15 UTC | STONERIDGE INC SRI · Entity 6313 | GrantPhantom Shares · Derivative | 14,551 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-23-000038 · primary_doc.xml · derivative · entry 3 Kased Rajaey · CIK 0001965431 · President Control Devices 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,551 Underlying: Common Shares, without par value · 14,551 shares Expires 2025-06-20 F2 · derivative.exercise_price: Phantom Shares granted to the Reporting Person pursuant to the Company's Long-Term Incentive Plan. Each Phantom Share is the economic equivalent of one Company Common Share and will be paid in cash equal to the fair market value of one Company Common Share if the Reporting Person remains employed on June 20, 2025. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 18:35 UTC | STONERIDGE INC SRI · Entity 6313 | GrantShare Units · Derivative | 4,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-23-000022 · primary_doc.xml · derivative · entry 2 Kased Rajaey · CIK 0001965431 · President Control Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,947 Underlying: Common Shares, without par value · 4,001 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 2, 2026. 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 2, 2026. 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 2, 2026. Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 22:35 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionShare Units · Derivative | 2,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-23-000009 · primary_doc.xml · derivative · entry 3 Kased Rajaey · CIK 0001965431 · President Control Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,946 Underlying: Common Shares, without par value · 2,735 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 9, 2020 the Reporting Person was granted 2,735 time-based Share Units under the Company's Long-Term Incentive Plan, which vested on March 9, 2023 and were paid on a one-for-one basis in Company Common Shares. F1 · derivative.exercise_date: On March 9, 2020 the Reporting Person was granted 2,735 time-based Share Units under the Company's Long-Term Incentive Plan, which vested on March 9, 2023 and were paid on a one-for-one basis in Company Common Shares. F1 · derivative.expiration_date: On March 9, 2020 the Reporting Person was granted 2,735 time-based Share Units under the Company's Long-Term Incentive Plan, which vested on March 9, 2023 and were paid on a one-for-one basis in Company Common Shares. Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 22:35 UTC | STONERIDGE INC SRI · Entity 6313 | Tax withholdingCommon Shares, without par value | 927 | $19.50 | $18,076.50 |
DisclosureSEC source: 0001331471-23-000009 · primary_doc.xml · nonDerivative · entry 2 Kased Rajaey · CIK 0001965431 · President Control Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,808 Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 22:35 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionCommon Shares, without par value | 2,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-23-000009 · primary_doc.xml · nonDerivative · entry 1 Kased Rajaey · CIK 0001965431 · President Control Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,735 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.