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. (NYSE: SRI) files detailed reports and disclosures with the U.S. Securities and Exchange Commission that provide insight into its operations as a global supplier of electronic systems and technologies for transportation. Through its SEC filings, investors can review information on the company’s Electronics, Control Devices and Stoneridge Brazil segments, its capital structure, credit facility and key non-GAAP performance measures.
Periodic reports such as annual reports on Form 10-K and quarterly reports on Form 10-Q (when available) typically include segment sales and margin data, discussions of commercial vehicle, passenger vehicle and Brazilian markets, and explanations of non-GAAP metrics like Adjusted Gross Profit, Adjusted Operating Income (Loss), Adjusted Net Loss, Adjusted EPS, EBITDA, Adjusted EBITDA, Free Cash Flow, Adjusted Free Cash Flow, Net Debt and Adjusted Net Debt. Stoneridge explains in its filings that these measures are used to compare performance across periods by excluding certain unusual or non-recurring items.
Current reports on Form 8-K provide timely updates on material events. For example, a November 5, 2025 Form 8-K describes Amendment No. 2 to the company’s Fifth Amended and Restated Credit Agreement, which adjusts borrowing capacity, addresses treatment of a potential sale of the Control Devices business and outlines leverage and interest coverage ratio requirements through the credit facility’s termination date. Other 8-K filings discuss quarterly results, earnings presentations and compensation arrangements related to the Control Devices segment and its strategic review.
On this SEC filings page, users can access Stoneridge’s real-time EDGAR filings, including 8-Ks, 10-Ks and 10-Qs when filed, along with exhibits such as earnings press releases and presentation materials. AI-powered summaries help explain key points from lengthy filings, highlight changes in guidance, leverage and covenant terms, and clarify the company’s use of non-GAAP measures. Investors can also review disclosures related to debt compliance calculations, strategic alternatives for the Control Devices business and other regulatory information that shapes the risk and return profile of SRI stock.
Royce & Associates LP, an SEC-registered investment adviser, has filed a Schedule 13G disclosing beneficial ownership of 1,398,597 shares of Stoneridge, Inc. (SRI) common stock as of 30 Jun 2025. The stake equals 5.02 % of the outstanding shares, crossing the 5 % reporting threshold that triggers passive ownership disclosure under Rule 13d-1(b).
The firm reports sole voting and dispositive power over the entire position and no shared authority. Royce certifies the shares were acquired in the ordinary course of business, with no intent to influence or change control of the issuer. The filing is signed by Vice President Daniel A. O’Byrne on 22 Jul 2025.
- Reporting person: Royce & Associates LP, New York
- Form type: Schedule 13G (passive institutional investor)
- Date of event: 30 Jun 2025
- Ownership details: 1.40 MM shares; 5.02 % of class; sole voting/dispositive power
No financial results, transactions or governance changes are disclosed; the filing strictly reports Royce’s passive minority ownership.
Stoneridge CFO Matthew R. Horvath reported significant insider transactions on June 20, 2025. The transactions involved:
- Conversion of 29,103 Phantom Shares to common shares, followed by their immediate disposition
- Sale of these shares at $5.61 per share
- Reduction of direct holdings from 42,991 to 13,888 common shares
- Retention of 82,239 Share Units under the Company's Long-Term Incentive Plan, which vest on the third anniversary of their respective grant dates
The Phantom Shares were economically equivalent to common shares and were paid in cash. The transactions were executed according to standard reporting requirements under Section 16(a) of the Securities Exchange Act of 1934. The filing was signed by Robert M. Loesch via power of attorney on June 24, 2025.
Susan C. Benedict, CHRO and Assistant General Counsel of Stoneridge, reported significant insider transactions on June 20, 2025:
- Converted 29,103 Phantom Shares to common shares, which were subsequently disposed of at $5.61 per share
- Following these transactions, Benedict directly owns 13,072 common shares
- Maintains 63,811 Share Units granted under the Long-Term Incentive Plan, convertible to common shares if employment continues through various three-year grant anniversaries
The Phantom Shares were economically equivalent to common shares and settled in cash. The transactions were reported via power of attorney by Robert M. Loesch on June 24, 2025. These moves represent a significant change in the executive's equity holdings and compensation structure.
Stoneridge President of Control Devices, Rajaey Kased, reported significant insider transactions on June 20, 2025. The transactions involved:
- 14,551 phantom shares were converted (M) and subsequently disposed of (D) at $5.61 per share
- Following these transactions, Kased directly owns 8,610 common shares
- Maintains 31,369 share units under the Company's Long-Term Incentive Plan, which vest on the third anniversary of their respective grant dates
The phantom shares were economically equivalent to common shares and were paid in cash upon vesting. This transaction pattern suggests a routine vesting and liquidation of executive compensation awards rather than an open market purchase or sale.
Stoneridge Chief Technology Officer Troy Cooprider reported multiple transactions on June 20, 2025:
- Exercised 11,641 phantom shares that converted to common shares, followed by disposition of these shares at $5.61 per share
- Following these transactions, Cooprider directly owns 6,362 common shares
- Maintains 19,906 share units under the company's Long-Term Incentive Plan, which vest on the third anniversary of their respective grant dates
The phantom shares were economically equivalent to common shares and paid in cash upon vesting. The transactions were reported via power of attorney by Robert M. Loesch on June 24, 2025. These changes reflect standard executive compensation arrangements and vesting schedules rather than open market transactions.
Stoneridge President of Brazil Operations, Caetano Roberto Ferraiolo, reported significant insider transactions on June 20, 2025:
- Exercised 14,551 phantom shares that were converted to common shares and immediately disposed of
- Sold all 14,551 acquired common shares at $5.61 per share
- Following these transactions, directly owns 9,372 common shares
- Maintains 26,705 share units under the company's Long-Term Incentive Plan, which vest on the third anniversary of their respective grant dates
The phantom shares were settled in cash, equivalent to one common share each. The transactions were executed under standard SEC regulations and reported via Form 4. The filing was signed by Robert M. Loesch under power of attorney on June 24, 2025.