Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
STONERIDGE INC
Report date February 28, 2025 · Filed March 04, 2025
Section 16 reporting ended · disclosed 2025-03-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, without par valueSEC Table I · non-derivative | Direct | 6,132 |
Ending reported balance
After 2025-02-28 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2025-02-28 · Exercise / conversion · Acquired 11,641 · Balance 11,641 F1: Each phantom share was the economic equivalent of one Company common share. The reporting person received cash for each phantom share. Row 2 · 2025-02-28 · Disposition to issuer · Disposed 11,641 · Balance 0 F1: Each phantom share was the economic equivalent of one Company common share. The reporting person received cash for each phantom share. Row 3 · 2025-02-28 · Exercise / conversion · Acquired 4,175 · Balance 4,175 F2: 4,806 Share Units were forfeited to the Company on February 28, 2025. Row 4 · 2025-02-28 · Grant · Acquired 5,101 · Balance 9,276 F3: Vesting of Performance Shares in connection with the Reporting Person's termination of employment on February 28, 2025 pursuant to grants of Performance Shares made to the Reporting Person on March 11, 2024 and March 13, 2023 under the Company's Long-Term Incentive Plan, payable upon a one-for-one basis in Company Common Shares. Row 5 · 2025-02-28 · Tax withholding · Disposed 3,144 · Balance 6,132 |
| Phantom SharesSEC Table II · derivative / convertible security · Expires 2025-06-20 | Direct | 0 |
Reported balance
After 2025-02-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-02-28 · Exercise / conversion · Disposed 11,641 · Balance 0 F4: Each Phantom Share is the economic equivalent of one Company Common Share and was paid in cash equal to the fair market value of one Company Common Share upon the Reporting Person's termination of employment on February 28, 2025. |
| Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-28 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-02-28 · Exercise / conversion · Disposed 8,981 · Balance 0 F5: 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 date of grant. The Board's Compensation Committee accelerated vesting of 4,175 Shares Units to February 28, 2025, in connection with the Reporting Person's termination of employment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom share was the economic equivalent of one Company common share. The reporting person received cash for each phantom share.
F2: 4,806 Share Units were forfeited to the Company on February 28, 2025.
F3: Vesting of Performance Shares in connection with the Reporting Person's termination of employment on February 28, 2025 pursuant to grants of Performance Shares made to the Reporting Person on March 11, 2024 and March 13, 2023 under the Company's Long-Term Incentive Plan, payable upon a one-for-one basis in Company Common Shares.
F4: Each Phantom Share is the economic equivalent of one Company Common Share and was paid in cash equal to the fair market value of one Company Common Share upon the Reporting Person's termination of employment on February 28, 2025.
F5: 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 date of grant. The Board's Compensation Committee accelerated vesting of 4,175 Shares Units to February 28, 2025, in connection with the Reporting Person's termination of employment.
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 |
|---|---|---|---|---|---|---|
| February 28, 2025 Filed Mar 4, 2025 18:56 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionShare Units · Derivative | 8,981 | $0.00 | $0.00 |
DisclosureSEC source: 0001043337-25-000014 · wk-form4_1741114588.xml · derivative · entry 7 Orsini Salvatore D. · CIK 0001937828 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares, without par value · 8,981 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. F5 · 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 the third anniversary of the date of grant. The Board's Compensation Committee accelerated vesting of 4,175 Shares Units to February 28, 2025, in connection with the Reporting Person's termination of employment. F5 · 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 the third anniversary of the date of grant. The Board's Compensation Committee accelerated vesting of 4,175 Shares Units to February 28, 2025, in connection with the Reporting Person's termination of employment. F5 · 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 the third anniversary of the date of grant. The Board's Compensation Committee accelerated vesting of 4,175 Shares Units to February 28, 2025, in connection with the Reporting Person's termination of employment. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 18:56 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionPhantom Shares · Derivative | 11,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001043337-25-000014 · wk-form4_1741114588.xml · derivative · entry 6 Orsini Salvatore D. · CIK 0001937828 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares, without par value · 11,641 shares Expires 2025-06-20 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. F4 · derivative.exercise_price: Each Phantom Share is the economic equivalent of one Company Common Share and was paid in cash equal to the fair market value of one Company Common Share upon the Reporting Person's termination of employment on February 28, 2025. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 18:56 UTC | STONERIDGE INC SRI · Entity 6313 | Tax withholdingCommon Shares, without par value | 3,144 | $5.62 | $17,669.28 |
DisclosureSEC source: 0001043337-25-000014 · wk-form4_1741114588.xml · nonDerivative · entry 5 Orsini Salvatore D. · CIK 0001937828 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,132 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 18:56 UTC | STONERIDGE INC SRI · Entity 6313 | GrantCommon Shares, without par value | 5,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001043337-25-000014 · wk-form4_1741114588.xml · nonDerivative · entry 4 Orsini Salvatore D. · CIK 0001937828 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,276 F3 · shares: Vesting of Performance Shares in connection with the Reporting Person's termination of employment on February 28, 2025 pursuant to grants of Performance Shares made to the Reporting Person on March 11, 2024 and March 13, 2023 under the Company's Long-Term Incentive Plan, payable upon a one-for-one basis in Company Common Shares. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 18:56 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionCommon Shares, without par value | 4,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001043337-25-000014 · wk-form4_1741114588.xml · nonDerivative · entry 3 Orsini Salvatore D. · CIK 0001937828 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,175 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. F2 · shares: 4,806 Share Units were forfeited to the Company on February 28, 2025. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 18:56 UTC | STONERIDGE INC SRI · Entity 6313 | Disposition to issuerCommon Shares, without par value | 11,641 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001043337-25-000014 · wk-form4_1741114588.xml · nonDerivative · entry 2 Orsini Salvatore D. · CIK 0001937828 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Each phantom share was the economic equivalent of one Company common share. The reporting person received cash for each phantom share. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 18:56 UTC | STONERIDGE INC SRI · Entity 6313 | Exercise / conversionCommon Shares, without par value | 11,641 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001043337-25-000014 · wk-form4_1741114588.xml · nonDerivative · entry 1 Orsini Salvatore D. · CIK 0001937828 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,641 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 Company common share. The reporting person received cash for each phantom share. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 22:23 UTC | STONERIDGE INC SRI · Entity 6313 | GrantShare Units · Derivative | 4,685 | $0.00 | $0.00 |
DisclosureSEC source: 0001043337-24-000059 · wk-form4_1710368625.xml · derivative · entry 1 Orsini Salvatore D. · CIK 0001937828 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,981 Underlying: Common Shares, without par value · 4,685 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 |
| June 20, 2023 Filed Jun 22, 2023 20:53 UTC | STONERIDGE INC SRI · Entity 6313 | GrantPhantom Shares · Derivative | 11,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-23-000037 · primary_doc.xml · derivative · entry 2 Orsini Salvatore D. · CIK 0001937828 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,641 Underlying: Common Shares, without par value · 11,641 shares Expires 2025-06-20 F2 · derivative.exercise_price: Each Phantom Share is the economic equivalent of one Company Common Share and will paid 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 18:12 UTC | STONERIDGE INC SRI · Entity 6313 | GrantShare Units · Derivative | 4,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001331471-23-000020 · primary_doc.xml · derivative · entry 1 Orsini Salvatore D. · CIK 0001937828 · Chief Procurement Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,296 Underlying: Common Shares, without par value · 4,296 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's 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's 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's remains employed on March 2, 2026. 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.