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Stoneridge (NYSE: SRI) CIO Theresa Mitchell discloses shares and 33,782 units

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

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.

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Insider Mitchell Theresa G.
Role Chief Information Officer
Type Security Shares Price Value
holding Share Units -- -- --
holding Common Shares, without par value -- -- --
Holdings After Transaction: Share Units — 33,782 shares (Direct, null); Common Shares, without par value — 1,388 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Direct common share holdings 1,388 shares Common Shares, without par value, held directly after reporting
Share units outstanding 33,782 share units Share Units linked to common shares following reporting
2024 share unit grant 3,435 share units Granted March 11, 2024 under Long-Term Incentive Plan
2025 share unit grant 14,315 share units Granted March 10, 2025 under Long-Term Incentive Plan
2026 share unit grant 16,032 share units Granted March 16, 2026 under Long-Term Incentive Plan
Share Units financial
"Share Units granted to the Reporting Person under the Company's Long-Term Incentive Plan"
Long-Term Incentive Plan financial
"Share Units granted to the Reporting Person under the Company's Long-Term Incentive Plan"
A long-term incentive plan is a company program that pays executives or employees with stock, options, or cash tied to multi-year performance goals, where the rewards become theirs only after meeting conditions over time. Think of it as a delayed bonus or retirement-style reward that aligns employees’ interests with shareholders by encouraging them to boost long-term value; investors watch these plans because they affect pay costs, share dilution and management incentives.
one-for-one basis financial
"will be earned and paid on a one-for-one basis in Company Common Shares"
vesting date financial
"subject to continued employment on each applicable vesting date"
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SEC Form 3
FORM 3UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0104
Estimated average burden
hours per response:0.5
1. Name and Address of Reporting Person*
Mitchell Theresa G.
(Last)(First)(Middle)
C/O STONERIDGE, INC.
39675 MACKENZIE DRIVE, SUITE 400
(Street)
NOVI MICHIGAN 48377
(City)(State)(Zip)
UNITED STATES
(Country)		2. Date of Event Requiring Statement (Month/Day/Year)
05/19/2026		3. Issuer Name and Ticker or Trading Symbol
STONERIDGE INC [ SRI ]
3a. Foreign Trading Symbol
5. If Amendment, Date of Original Filed (Month/Day/Year)
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Information Officer
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Shares, without par value1,388D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year)3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date ExercisableExpiration DateTitleAmount or Number of Shares
Share Units (1) (1)Common Shares, without par value33,782(1)D
Explanation of Responses:
1. Share Units granted to the Reporting Person under the Company's Long-Term Incentive Plan on March 11, 2024 (3,435), March 10, 2025 (14,315) and March 16, 2026 (16,032). The Share Units granted in 2024 and 2025 will be earned and paid on a one-for-one basis in Company Common Shares depending on continued employment until the third anniversary of the date of grant. The Share Units granted in 2026 will be earned and paid on a one-for-one basis in Company Common Shares on an annual pro rata basis over three years at each anniversary of the date of grant, subject to continued employment on each applicable vesting date.
Remarks:
/s/ Robert M. Loesch, by power of attorney06/11/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What does Stoneridge (SRI) executive Theresa G. Mitchell report on this Form 3?

Theresa G. Mitchell reports her initial ownership in Stoneridge. She directly holds 1,388 common shares and 33,782 share units that can convert into common shares under the company’s Long-Term Incentive Plan, subject to multi-year vesting and continued employment conditions.

How many Stoneridge (SRI) common shares does Theresa G. Mitchell directly hold?

Theresa G. Mitchell directly holds 1,388 Stoneridge common shares. This figure reflects her current direct equity position separate from share units, which are derivative awards that may convert into additional common shares if vesting and employment conditions are fully satisfied in future years.

What are the details of Theresa G. Mitchell’s share units in Stoneridge (SRI)?

Mitchell holds 33,782 share units linked to Stoneridge common shares. These units were granted in 2024, 2025, and 2026 and are designed to be earned and paid one-for-one in common shares, contingent on meeting specified vesting schedules and maintaining continued employment with the company.

When were Theresa G. Mitchell’s Stoneridge (SRI) share units granted and in what amounts?

Her share units were granted under the Long-Term Incentive Plan on March 11, 2024 (3,435 units), March 10, 2025 (14,315 units), and March 16, 2026 (16,032 units). Together they represent potential future common shares, subject to the plan’s vesting and employment requirements.

How do Theresa G. Mitchell’s 2024 and 2025 Stoneridge (SRI) share units vest?

The 2024 and 2025 share units vest on a three-year schedule. They will be earned and paid in Stoneridge common shares on a one-for-one basis if Mitchell remains employed through the third anniversary of each respective grant date, aligning rewards with longer-term service.

How do Theresa G. Mitchell’s 2026 Stoneridge (SRI) share units vest over time?

The 2026 share units vest annually over three years. They are earned and paid on a one-for-one basis in common shares on each anniversary of the March 16, 2026 grant date, provided Mitchell remains employed on each applicable vesting date during the three-year period.