Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STONERIDGE INCSRI · Entity 6313 | Director | March 10, 2025 | March 12, 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 March 10, 2025 · Filed March 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, without par valueSEC Table I · non-derivative | Direct | 34,817 |
Reported balance
After 2025-03-10 transaction · row 1
1 source rowRow 1 · 2025-03-10 · Grant · Acquired 10,000 · Balance 34,817 F1: 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. |
| Common Shares, without par valueSEC Table I · non-derivative | IndirectBy Trust | 76,714 |
Reported balance
Holding disclosure · report date 2025-03-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 76,714 |
| Common Shares, without par valueSEC Table I · non-derivative | IndirectBy IRA | 62,500 |
Reported balance
Holding disclosure · report date 2025-03-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 62,500 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 10, 2025 Filed Mar 12, 2025 16:17 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001043337-25-000035 · wk-form4_1741796205.xml · nonDerivative · entry 1 Schlather Paul J. · CIK 0001464086 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,817 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 20:17 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 8,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001043337-24-000043 · wk-form4_1710361058.xml · nonDerivative · entry 1 Schlather Paul J. · CIK 0001464086 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,817 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 15, 2023 17:29 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 7,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-23-000019 · primary_doc.xml · nonDerivative · entry 1 Schlather Paul J. · CIK 0001464086 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,409 F1 · shares: Restricted Common Shares granted to the Reporting Person pursuant to the Company's 2018 Amended and Restated Directors' Restricted Shares Plan, no longer subject to substantial risk of forfeiture on March 1, 2024. Read SEC document |
| March 13, 2023 Filed Apr 5, 2023 19:24 UTC Amendment | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 7,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-23-000036 · primary_doc.xml · nonDerivative · entry 1 Schlather Paul J. · CIK 0001464086 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,695 F1 · shares: Restricted Common Shares granted to the Reporting Person pursuant to the Company's 2018 Amended and Restated Directors' Restricted Shares Plan, no longer subject to substantial risk of forfeiture on March 1, 2024. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 15:05 UTC | STONERIDGE INC SRI · Entity 6313 | PurchaseCommon Shares, without par value | 10,912 | $18.85 | $205,691.20 |
DisclosureSEC source: 0001331471-22-000038 · primary_doc.xml · nonDerivative · entry 2 Schlather Paul J. · CIK 0001464086 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 62,500 F1 · shares: The price reported in column 4 is a weighted average price. The Common Shares were purchased in multiple transactions at prices ranging from $18.75 to $18.95, inclusive. The Reporting Person undertakes to provide Stoneridge, Inc., any shareholder of Stoneridge, Inc. or the SEC staff, upon request, full information of the shares purchased at each price within the range. Read SEC document |
| September 06, 2022 Filed Apr 5, 2023 19:12 UTC Amendment | STONERIDGE INC SRI · Entity 6313 | PurchaseCommon Shares, without par value | 10,912 | $18.85 | $205,691.20 |
DisclosureSEC source: 0001331471-23-000035 · primary_doc.xml · nonDerivative · entry 3 Schlather Paul J. · CIK 0001464086 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 62,500 F1 · price: The price reported in column 4 is a weighted average price. The Common Shares were purchased in multiple transactions at prices ranging from $18.75 to $18.95, inclusive. The Reporting Person undertakes to provide Stoneridge, Inc., any shareholder of Stoneridge, Inc. or the SEC Staff, upon request, full information on the shares purchased at each price within the range. Read SEC document |
| September 02, 2022 Filed Sep 6, 2022 19:25 UTC | STONERIDGE INC SRI · Entity 6313 | PurchaseCommon Shares, without par value | 481 | $19.10 | $9,187.10 |
DisclosureSEC source: 0001331471-22-000037 · primary_doc.xml · nonDerivative · entry 3 Schlather Paul J. · CIK 0001464086 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 51,588 Read SEC document |
| September 02, 2022 Filed Sep 6, 2022 19:25 UTC | STONERIDGE INC SRI · Entity 6313 | PurchaseCommon Shares, without par value | 5 | $19.00 | $95.00 |
DisclosureSEC source: 0001331471-22-000037 · primary_doc.xml · nonDerivative · entry 2 Schlather Paul J. · CIK 0001464086 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 51,107 Read SEC document |
| September 02, 2022 Filed Apr 5, 2023 19:00 UTC Amendment | STONERIDGE INC SRI · Entity 6313 | PurchaseCommon Shares, without par value | 481 | $19.10 | $9,187.10 |
DisclosureSEC source: 0001331471-23-000034 · primary_doc.xml · nonDerivative · entry 3 Schlather Paul J. · CIK 0001464086 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 51,588 Read SEC document |
| September 02, 2022 Filed Apr 5, 2023 19:00 UTC Amendment | STONERIDGE INC SRI · Entity 6313 | PurchaseCommon Shares, without par value | 5 | $19.00 | $95.00 |
DisclosureSEC source: 0001331471-23-000034 · primary_doc.xml · nonDerivative · entry 2 Schlather Paul J. · CIK 0001464086 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 51,107 Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 19:25 UTC | STONERIDGE INC SRI · Entity 6313 | PurchaseCommon Shares, without par value | 3,602 | $18.59 | $66,961.18 |
DisclosureSEC source: 0001331471-22-000037 · primary_doc.xml · nonDerivative · entry 1 Schlather Paul J. · CIK 0001464086 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 51,102 F1 · price: The price reported in column 4 is a weighted average price. The Commmon Shares were purchased in multiple transactions on September 1, 2022 at prices ranging from $18.45 to $19.00, inclusive. The Reporting Person undertakes to provide Stoneridge, Inc., any shareholder of Stoneridge, Inc. or the SEC Staff, upon request, full information of the shares purchased at each price within the range. Read SEC document |
| September 01, 2022 Filed Apr 5, 2023 19:00 UTC Amendment | STONERIDGE INC SRI · Entity 6313 | PurchaseCommon Shares, without par value | 3,602 | $18.59 | $66,961.18 |
DisclosureSEC source: 0001331471-23-000034 · primary_doc.xml · nonDerivative · entry 1 Schlather Paul J. · CIK 0001464086 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 51,102 F1 · price: The price reported in column 4 is a weighted average price. The Common Shares were purchased in multiple transactions on September 1, 2022 at prices ranging from $18.45 to $19.00, inclusive. The Reporting Person undertakes to provide Stoneridge, Inc., any shareholder of Stoneridge, Inc. or the SEC Staff, upon request, full information of the shares purchased at each price within the range. Read SEC document |
| March 14, 2022 Filed Mar 16, 2022 14:55 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 6,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-22-000016 · primary_doc.xml · nonDerivative · entry 1 Schlather Paul J. · CIK 0001464086 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,664 F1 · shares: Restricted Common Shares granted to the Reporting Person pursuant to the Company's 2018 Amended and Restated Directors' Restricted Shares Plan, subject to forfeiture until March 12, 2023. Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 20:07 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 3,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-21-000015 · primary_doc.xml · nonDerivative · entry 1 Schlather Paul J. · CIK 0001464086 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,139 F1 · shares: Restricted Common Shares granted to the Reporting Person pursuant to the Directors' Restricted Shares Plan, subject to forfeiture until March 9, 2022. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 19:50 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 6,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-20-000012 · primary_doc.xml · nonDerivative · entry 1 Schlather Paul J. · CIK 0001464086 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,846 F1 · shares: Restricted Common Shares granted to the Reporting Person pursuant to the Directors' Restricted Shares Plan, subject to forfeiture until March 9, 2021. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 20:49 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 3,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-19-000013 · primary_doc.xml · nonDerivative · entry 1 Schlather Paul J. · CIK 0001464086 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,036 F1 · shares: Restricted Common Shares granted to the Reporting Person pursuant to the Directors' Restricted Shares Plan, subject to forfeiture until March 5, 2020. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 18:55 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 4,277 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-18-000019 · primary_doc.xml · nonDerivative · entry 1 Schlather Paul J. · CIK 0001464086 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,501 F1 · shares: Restricted Common Shares granted to the Reporting Person under the Directors' Restricted Shares Plan, vesting March 7, 2018. Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 20:05 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 5,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-17-000003 · primary_doc.xml · nonDerivative · entry 1 Schlather Paul J. · CIK 0001464086 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,224 F1 · shares: Restricted Common Shares granted to the Reporting Person pursuant to the Directors' Restricted Shares Plan, vesting March 6, 2018. 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.