Stoneridge, Inc.
US ˙ NYSE ˙ US86183P1021

Introduction

This page provides a comprehensive analysis of the known insider trading history of Douglas C Jacobs. Insiders are officers, directors, or significant investors in a company. It is illegal for insiders to make trades in their companies based on specific, non-public information. This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4. Despite these restrictions, academic research suggests that insiders - in general - tend to outperform the market in their own companies.

Average Trade Profitability

The average trade profitability is the average return of all the open market purchases made by the insider in the last three years. To calculate this, we examine every open-market, unplanned purchase made by the insider, excluding all trades that were marked as part of a 10b5-1 trading plan. We then calculate the average performance of those trades over 3, 6, and 12 months, averaging each of those durations to generate a final performance metric for each trade. Finally, we average all of the performance metrics to calculate a performance metric for the insider. This list only includes insiders that have made at least three trades in the last two years.

If this insiders trade profitability is "N/A", then the insider either has not made any open-market purchases in the last three years, or the trades they’ve made are too recent to calculate a reliable performance metric.

Update Frequency: Daily

See the list of most profitable insider traders.

Companies with Reported Insider Positions

The SEC filings indicate Douglas C Jacobs has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:SRI / Stoneridge, Inc. Director 9,819
US:CAA / CalAtlantic Group, Inc. Director 0
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Douglas C Jacobs. Non-planned trade are trades that were not made as part of a 10b5-1 trading plan. The stock performance is charted as cumulative percent change in share price. For example, if an insider trade was made on January 1, 2019, the chart will show the daily percent change of the security to the present day. If the share price were to go from $10 to $15 during this time, the cumulative percent change in share price would be 50%. A change in price from $10 to $20 would be 100%, and a change in price of $10 to $5 would be -50%.

Ultimately, we are trying to determine how closely the insider’s trades correlate to excess returns (positive or negative) in the share price in order to see if the insider is timing their trades to profit from insider information. Consider the situation where an insider was doing this. In this situation, we would expect either (a) positive returns after purchases, or (b) negative returns after sales. In the case of (a), the PURCHASE chart would show a series of upwardly sloping curves, indicating positive returns after each purchase transaction. In the case of (b), the SALE chart would show a series of downward sloping curves, indicating negative returns after each sale transaction.

However, this alone is not enough to draw conclusions. If, for example, the share price of the company was in a non-cyclical climb over many years, then we would expect all the post-purchase plots to be upwardly sloping. Likewise, non-cyclical declines over many years would result in downward sloping post-trade plots. Neither of these charts would suggest insider trading activity.

The strongest indicator would be a situation where the share price was extremely cyclical, and there were both positive signals in the PURCHASE chart and negative plots on the SALE chart. This situation would be highly suggestive of an insider that was timing trades to their financial advantage.

Insider Purchases SRI / Stoneridge, Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in SRI / Stoneridge, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
There are no known unplanned open-market trades for this insider and security combination

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

SRI / Stoneridge, Inc. Insider Trades
Insider Sales SRI / Stoneridge, Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in SRI / Stoneridge, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
2011-02-25 SRI JACOBS DOUGLAS C 7,940 15.0277 7,940 15.0277 119,320 220 4.73 -81,763 -68.52

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

SRI / Stoneridge, Inc. Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by Douglas C Jacobs as disclosed to the Securities Exchange Commission (SEC).

File Date Tran Date Form Ticker Security Code 10b5-1 Shares Remaining Shares Percent
Change
Share
Price
Tran
Value
Remaining
Value
2022-03-15 2022-03-14 4 SRI STONERIDGE INC
Common Shares, without par value
A - Award 6,525 9,819 198.09
2022-03-15 2022-02-16 4 SRI STONERIDGE INC
Common Shares, without par value
G - Gift -63,088 3,284 -95.05
2022-01-12 2022-01-06 5 SRI STONERIDGE INC
Common Shares, without par value
G - Gift -780 66,382 -1.16
2022-01-12 2022-01-03 5 SRI STONERIDGE INC
Common Shares, without par value
G - Gift -2,400 67,162 -3.45
2022-01-12 2021-12-28 5 SRI STONERIDGE INC
Common Shares, without par value
G - Gift -2,400 69,562 -3.34
2021-03-11 2021-03-09 4 SRI STONERIDGE INC
Common Shares, without par value
A - Award 3,293 71,962 4.80
2020-03-11 2020-03-09 4 SRI STONERIDGE INC
Common Shares, without par value
A - Award 6,810 68,669 11.01
2019-03-07 2019-03-05 4 SRI STONERIDGE INC
Common Shares, without par value
A - Award 3,535 61,859 6.06
2018-03-09 2018-03-07 4 SRI STONERIDGE INC
Common Shares, without par value
A - Award 4,277 58,324 7.91
2018-02-13 2018-02-12 4 CAA CalAtlantic Group, Inc.
Common Stock
J - Other -32,936 0 -100.00
2018-02-07 2018-02-05 4 CAA CalAtlantic Group, Inc.
Common Stock
A - Award 300 32,936 0.92 51.82 15,546 1,706,744
2018-01-03 2017-12-29 4 CAA CalAtlantic Group, Inc.
Common Stock
A - Award 576 32,636 1.80 56.39 32,481 1,840,344
2017-12-15 2017-12-13 4 CAA CalAtlantic Group, Inc.
Common Stock
G - Gift -250 32,060 -0.77
2017-10-02 2017-09-29 4 CAA CalAtlantic Group, Inc.
Common Stock
A - Award 887 32,310 2.82 36.63 32,491 1,183,515
2017-07-03 2017-06-30 4 CAA CalAtlantic Group, Inc.
Common Stock
A - Award 919 31,423 3.01 35.35 32,487 1,110,803
2017-04-03 2017-03-31 4 CAA CalAtlantic Group, Inc.
Common Stock
A - Award 868 30,504 2.93 37.45 32,507 1,142,375
2017-03-07 2017-03-06 4 SRI STONERIDGE INC
Common Shares, without par value
A - Award 5,072 54,047 10.36
2017-01-03 2016-12-30 4 CAA CalAtlantic Group, Inc.
Common Stock
A - Award 956 29,636 3.33 34.01 32,514 1,007,920
2016-10-03 2016-09-30 4 CAA CalAtlantic Group, Inc.
Common Stock
A - Award 972 28,680 3.51 33.44 32,504 959,059
2016-07-01 2016-06-30 4 CAA CalAtlantic Group, Inc.
Common Stock
A - Award 885 27,708 3.30 36.71 32,488 1,017,161
2016-04-01 2016-03-31 4 CAA CalAtlantic Group, Inc.
Common Stock
A - Award 972 26,823 3.76 33.42 32,484 896,425
2016-03-07 2016-03-04 4 SRI STONERIDGE INC
Common Shares, without par value
A - Award 7,202 48,975 17.24
2016-01-04 2015-12-31 4 CAA CalAtlantic Group, Inc.
Common Stock
A - Award 857 25,851 3.43 37.92 32,497 980,270
2015-10-02 2015-10-01 4 CAA CalAtlantic Group, Inc.
Common Stock
A - Award 750 24,994 3.09 8.00 6,000 199,952
2015-07-01 2015-06-30 4 SPF STANDARD PACIFIC CORP /DE/
Common Stock
A - Award 3,367 121,223 2.86 8.91 30,000 1,080,097
2015-04-01 2015-03-31 4 SPF STANDARD PACIFIC CORP /DE/
Common Stock
A - Award 3,333 117,856 2.91 9.00 29,997 1,060,704
2015-03-05 2015-03-04 4 SRI STONERIDGE INC
Common Shares, without par value
A - Award 6,613 41,773 18.81
2015-01-05 2014-12-31 4 SPF STANDARD PACIFIC CORP /DE/
Common Stock
A - Award 4,115 114,523 3.73 7.29 29,998 834,873
2014-10-01 2014-09-30 4 SPF STANDARD PACIFIC CORP /DE/
Common Stock
A - Award 4,005 110,408 3.76 7.49 29,997 826,956
2014-07-01 2014-06-30 4 SPF STANDARD PACIFIC CORP /DE/
Common Stock
A - Award 3,488 106,403 3.39 8.60 29,997 915,066
2014-04-02 2014-03-31 4 SPF STANDARD PACIFIC CORP /DE/
Common Stock
A - Award 3,610 102,915 3.64 8.31 29,999 855,224
2014-02-12 2014-01-09 4 SPF STANDARD PACIFIC CORP /DE/
Common Stock
G - Gift -42,922 99,305 -30.18 8.76 -375,997 869,912
2014-02-12 2014-01-06 4 SPF STANDARD PACIFIC CORP /DE/
Common Stock
G - Gift -2,762 142,227 -1.90 8.82 -24,361 1,254,442
2014-02-12 2013-11-27 5 SPF STANDARD PACIFIC CORP /DE/
Common Stock
G - Gift -6,800 144,989 -4.48 8.16 -55,488 1,183,110
2014-02-12 2013-01-10 5 SPF STANDARD PACIFIC CORP /DE/
Common Stock
P - Purchase 12,125 151,789 8.68 7.91 95,909 1,200,651
2014-02-12 2009-03-10 5 SPF STANDARD PACIFIC CORP /DE/
Common Stock
G - Gift -54,223 139,664 -27.97 0.76 -41,209 106,145
2014-02-06 2014-02-04 4 SRI STONERIDGE INC
Common Shares, without par value
A - Award 6,910 35,160 24.46
2014-02-06 2013-02-04 4/A SRI STONERIDGE INC
Common Shares, without par value
A - Award 11,510 28,250 68.76
2014-02-06 2012-02-07 4/A SRI STONERIDGE INC
Common Shares, without par value
A - Award 5,640 16,740 50.81
2014-02-06 2011-02-25 4/A SRI STONERIDGE INC
Common Shares, without par value
S - Sale -7,940 11,100 -41.70 15.03 -119,320 166,807
2014-02-06 2011-02-15 4/A SRI STONERIDGE INC
Common Shares, without par value
A - Award 3,800 19,040 24.93
2014-02-06 2010-02-15 4/A SRI STONERIDGE INC
Common Shares, without par value
A - Award 7,940 15,240 108.77
2014-02-06 2009-03-10 4/A SRI STONERIDGE INC
Common Shares, without par value
G - Gift -22,600 7,300 -75.59
2014-02-06 2009-03-09 4/A SRI STONERIDGE INC
Common Shares, without par value
A - Award 7,300 29,900 32.30
2014-02-06 2009-01-20 4/A SRI STONERIDGE INC
Common Shares, without par value
G - Gift -10,000 22,600 -30.67
2014-01-02 2013-12-31 4 SPF STANDARD PACIFIC CORP /DE/
Common Stock
A - Award 2,762 193,887 1.45 9.05 24,996 1,754,677
2013-10-01 2013-09-30 4 SPF STANDARD PACIFIC CORP /DE/
Common Stock
A - Award 3,161 191,125 1.68 7.91 25,004 1,511,799
2013-07-02 2013-06-30 4 SPF STANDARD PACIFIC CORP /DE/
Common Stock
A - Award 3,001 187,964 1.62 8.33 24,998 1,565,740
2013-04-01 2013-03-31 4 SPF STANDARD PACIFIC CORP /DE/
Common Stock
A - Award 2,894 184,963 1.59 8.64 25,004 1,598,080
2013-02-06 2013-02-04 4 SRI STONERIDGE INC
Common Shares, without par value
A - Award 11,510 50,850 29.26
2013-01-02 2012-12-31 4 SPF STANDARD PACIFIC CORP /DE/
Common Stock
A - Award 3,401 182,069 1.90 7.35 24,997 1,338,207
2012-10-02 2012-09-30 4 SPF STANDARD PACIFIC CORP /DE/
Common Stock
A - Award 3,698 178,668 2.11 6.76 24,998 1,207,796
2012-07-02 2012-06-30 4 SPF STANDARD PACIFIC CORP /DE/
Common Stock
A - Award 4,039 174,970 2.36 6.19 25,001 1,083,064
2012-04-03 2012-03-31 4 SPF STANDARD PACIFIC CORP /DE/
Common Stock
A - Award 5,605 170,931 3.39 4.46 24,998 762,352
2012-02-10 2012-02-07 4 SRI STONERIDGE INC
Common Shares, without par value
A - Award 5,640 39,340 16.74
2012-01-03 2011-12-31 4 SPF STANDARD PACIFIC CORP /DE/
Common Stock
A - Award 7,862 165,326 4.99 3.18 25,001 525,737
P
Open market or private purchase of non-derivative or derivative security
S
Open market or private sale of non-derivative or derivative security
A
Grant, award, or other acquisition of securities from the company (such as an option)
C
Conversion of derivative
D
Sale or transfer of securities back to the company
F
Payment of exercise price or tax liability using portion of securities received from the company
G
Gift of securities by or to the insider
K
Equity swaps and similar hedging transactions
M
Exercise or conversion of derivative security received from the company (such as an option)
V
A transaction voluntarily reported on Form 4
J
Other (accompanied by a footnote describing the transaction)