Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SERVICE CORP INTERNATIONALSCI · Entity 3484 | Sr. V.P. and General Counsel | March 06, 2023 | March 08, 2023 |
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.
SERVICE CORP INTERNATIONAL
Report date March 06, 2023 · Filed March 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 125,751 |
Reported balance
After 2023-03-06 transaction · row 1
1 source rowRow 1 · 2023-03-06 · Tax withholding · Disposed 2,430 · Balance 125,751 F1: Represents shares withheld on March 6, 2023 to cover taxes associated with the vesting of shares of restricted stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Deferred Compensation Plan | 77,580 |
Reported balance
Holding disclosure · report date 2023-03-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 77,580 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld on March 6, 2023 to cover taxes associated with the vesting of shares of restricted stock.
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 07, 2017 Filed Feb 9, 2017 21:23 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantEmployee stock option (right to buy) · Derivative | 79,000 | $0.00 Strike: $29.25 | $0.00 |
DisclosureSEC source: 0001209191-17-009077 · doc4.xml · derivative · entry 3 Sangalis Gregory T · CIK 0001316233 · Sr. V.P. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,000 Underlying: Common Stock · 79,000 shares Expires 2025-02-07 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on February 7, 2018. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 21:23 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 10,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009077 · doc4.xml · nonDerivative · entry 1 Sangalis Gregory T · CIK 0001316233 · Sr. V.P. and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By deferred compensation plan Disclosed balance after: 94,000 Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 21:01 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Tax withholdingCommon Stock | 4,176 | $28.95 | $120,874.32 |
DisclosureSEC source: 0001209191-17-003343 · doc4.xml · nonDerivative · entry 1 Sangalis Gregory T · CIK 0001316233 · Sr. V.P. and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By deferred compensation plan Disclosed balance after: 83,400 F1 · shares: Represents 4,176 shares withheld on January 9, 2017 to cover taxes associated with distribution of 16,700 shares of deferred restricted stock. Read SEC document |
| November 29, 2016 Filed Jan 19, 2017 21:29 UTC Amendment | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004476 · doc4a.xml · nonDerivative · entry 1 Sangalis Gregory T · CIK 0001316233 · Sr. V.P. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,583 F1 · balance_after: The number of shares owned directly as reported in the original Form 4 filed January 11, 2017 is being updated to reflect the reporting person's gift of shares on November 29, 2016. The reporting person has direct ownership of 57,583 shares as of January 11, 2017. 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.