Welcome to our dedicated page for Stoneridge SEC filings (Ticker: SRI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Stoneridge, Inc. filings document the company's public disclosures as an Ohio corporation and supplier of electronic systems for transportation markets. Its reports cover quarterly and annual operating results, non-GAAP financial measures, segment and product commentary, and disclosures tied to the MirrorEye® Camera Monitor System, electronic controls, and related vehicle technologies.
Regulatory filings also address governance and shareholder voting matters through proxy materials, executive and director appointments, compensation arrangements, cooperation agreements, and board composition. Material-event reports include credit facility amendments, covenant and borrowing arrangements, leadership transitions, Regulation FD disclosures, and other capital-structure and corporate-governance matters.
STONERIDGE INC officer Christian Leblanc has filed an initial ownership report showing direct holdings of 778 common shares. He also holds 12,703 share units granted under the company’s Long-Term Incentive Plan, which are scheduled to convert into common shares over three-year vesting periods, subject to continued employment.
Stoneridge Inc. executive Humphrey Scott Randall, the company’s CFO and Treasurer, filed an initial Form 3 to report his status as an officer subject to insider reporting rules. The filing does not list any stock or derivative transactions and serves as a baseline disclosure of his reporting obligations.
Stoneridge Inc. executive Theresa G. Mitchell, Chief Information Officer, reported her initial holdings. She directly holds 1,388 common shares and 33,782 share units tied to the company’s Long-Term Incentive Plan, which convert one-for-one into common shares based on multi-year vesting and continued employment.
STONERIDGE INC director Ira C. Kaplan reported a net purchase of 5,000 common shares. On June 3, 2026, a trust associated with him bought 5,000 Stoneridge common shares in an open-market transaction at an average price of $7.54 per share. After this trade, the trust holds 100,046 shares indirectly, and Kaplan also holds 49,672 shares directly.
Stoneridge, Inc. has appointed Scott R. Humphrey as Chief Financial Officer and Treasurer, effective June 8, 2026, making him the company’s principal financial officer. Interim CFO and Treasurer Robert J. Hartman, Jr. will step down from those interim roles and continue as Chief Accounting Officer.
Humphrey brings more than 25 years of international finance and operations experience, including prior CFO roles at Fox Factory Holding Corp., Hibbett Sports and Ciner Resources LP. Under his offer letter, he will receive a $475,000 annual base salary, a target annual bonus equal to 75% of base salary, and a sign‑on equity grant valued at $300,000 in restricted stock units that vest over three years. He is also eligible for annual long‑term incentive grants targeted at 90% of base salary, participation in the company’s Severance Plan, and a Change in Control Agreement that provides 24 months of base salary and benefits continuation under a double‑trigger provision. Stoneridge will pay a $75,000 lump sum for relocation, subject to repayment if he leaves or is terminated for cause within two years.
Stoneridge, Inc. reported results of its 2026 Annual Meeting of Shareholders. Shareholders approved Amendment No. 1 to the 2025 Long-Term Incentive Plan, increasing the common shares authorized for issuance under the plan by 2,650,000 shares.
All nine director nominees were elected for one-year terms, each receiving more votes "for" than "withheld." Shareholders also ratified Ernst & Young LLP as independent registered public accounting firm for the year ending December 31, 2026, and approved a non-binding advisory resolution on 2025 compensation for Named Executive Officers.
STONERIDGE INC President and CEO James Zizelman reported multiple equity compensation transactions in connection with his May 20, 2026 retirement. He exercised derivative awards into 430,663 common shares in one transaction and 142,933 common shares in a separate transaction, both at a stated price of $0.0000 per share. A total of 169,465 common shares were disposed of at $6.89 per share as a tax-withholding disposition, and 142,933 common shares were disposed of to the issuer at $6.89 per share.
Following these transactions, Zizelman directly held 174,372 common shares and indirectly held 6,500 common shares through a trust. Footnotes explain that phantom shares and share units granted under the company’s Long-Term Incentive Plan, including performance shares granted in 2024 and 2025, vested upon retirement, with phantom shares settled in cash and performance shares and share units settled one-for-one in common shares.
Stoneridge, Inc. reported a net loss of $27.9 million for the quarter, largely driven by discontinued operations after selling its Control Devices segment. Net loss from continuing operations was $14.8 million, compared with $8.0 million a year earlier.
Net sales from continuing operations rose 7.9% to $160.8 million, led by Electronics growth and higher Stoneridge Brazil sales, including revenue from a new Mexico Manufacturing Agreement. Gross margin declined to 21.7% from 23.6% due to unfavorable mix and higher material and labor costs.
The Company closed the sale of its Control Devices business for $59.0 million, recording a $9.8 million loss on disposal. Cash increased to $70.5 million and Credit Facility borrowings fell to $156.5 million, reflecting use of sale proceeds to strengthen liquidity while Stoneridge refocuses on Electronics and Stoneridge Brazil.
Stoneridge, Inc. notified the SEC it cannot timely file its Form 10-Q for the quarter ended March 31, 2026 and expects to file on or before May 16, 2026. The delay is due to accounting required after the January 30, 2026 sale of the Control Devices business, which must be presented as a discontinued operation and requires retrospective recasting of prior-period comparatives, allocation of income taxes, and determination of the loss on disposition.
The company states the sale generated $59.0 million of net sale proceeds (subject to customary post-closing adjustments) and that it will record a loss on disposition of approximately $9.7 million. On a continuing-operations basis (excluding Control Devices), Stoneridge expects revenue of approximately $160.8 million and an operating loss of approximately $9.0 million for the quarter, compared to restated continuing-operations revenue of $149.1 million and operating loss of $4.3 million for the quarter ended March 31, 2025. The Company reported approximately $156.5 million of outstanding borrowings under its credit agreement as of March 31, 2026 and said it was in compliance with financial covenants as of that date.
Stoneridge, Inc. reported first quarter 2026 net sales of $160.8 million, up from $149.1 million a year earlier, with gross profit of $35.0 million and a gross margin of 21.7%. The company posted an operating loss of $9.0 million and a net loss of $27.0 million, including a loss on disposal of the Control Devices business.
On an adjusted basis, operating loss narrowed to $3.0 million and adjusted EBITDA was $2.0 million. Stoneridge updated its 2026 outlook to revenue of $645–$670 million and adjusted operating margin of approximately break-even to 0.5%, and reaffirmed adjusted EBITDA guidance of $20–$25 million, citing record MirrorEye sales and cost actions.