Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
STEPAN CO
Report date December 31, 2022 · Filed February 10, 2023
Section 16 reporting ended · disclosed 2023-02-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,267.512 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 8,267.512 F1: Includes exempt acquisitions under Rule 16a-11 pursuant to dividend reinvestments since the date of the reporting person's last report. |
| Common StockSEC Table I · non-derivative | IndirectBy Esop II Trust | 449.374 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 449.374 F1: Includes exempt acquisitions under Rule 16a-11 pursuant to dividend reinvestments since the date of the reporting person's last report. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes exempt acquisitions under Rule 16a-11 pursuant to dividend reinvestments since the date of the reporting person's last report.
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 21, 2018 Filed Feb 24, 2018 01:13 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 109.718 | $73.07 | $8,017.09 |
DisclosureSEC source: 0001127602-18-008173 · form4.xml · nonDerivative · entry 2 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Indirect · By Esop II Trust Disclosed balance after: 2,445.753 Read SEC document |
| February 21, 2018 Filed Feb 24, 2018 01:13 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 2,147 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-008173 · form4.xml · nonDerivative · entry 1 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,945.196 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2017. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 19:03 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 818 | $0.00 Strike: $42.77 | $0.00 |
DisclosureSEC source: 0001127602-17-033148 · form4.xml · derivative · entry 4 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 818 shares Expires 2022-02-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 19:03 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 818 | $82.66 | $67,617.52 |
DisclosureSEC source: 0001127602-17-033148 · form4.xml · nonDerivative · entry 2 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,798.196 Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 19:03 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 818 | $42.77 | $34,981.77 |
DisclosureSEC source: 0001127602-17-033148 · form4.xml · nonDerivative · entry 1 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,616.196 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 23:58 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 135 | $78.52 | $10,600.20 |
DisclosureSEC source: 0001127602-17-010720 · form4.xml · nonDerivative · entry 1 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,798.196 F1 · kind: The transaction reported reflects the withholding of shares from the performance shares vested on February 21, 2017, which were reported on the Form 4 filed for the reporting person on February 23, 2017. Withholding of these shares were applied to the reporting person's account on the transaction date shown. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:23 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 734 | $0.00 Strike: $37.51 | $0.00 |
DisclosureSEC source: 0001127602-17-009697 · form4.xml · derivative · entry 4 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 734 shares Expires 2019-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:23 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 734 | $79.01 | $57,996.64 |
DisclosureSEC source: 0001127602-17-009697 · form4.xml · nonDerivative · entry 2 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,932.196 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:23 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 734 | $37.51 | $27,532.34 |
DisclosureSEC source: 0001127602-17-009697 · form4.xml · nonDerivative · entry 1 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,666.196 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 01:59 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 101.399 | $78.91 | $8,001.40 |
DisclosureSEC source: 0001127602-17-008088 · form4.xml · nonDerivative · entry 2 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Indirect · By Esop II Trust Disclosed balance after: 2,311.925 Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 01:59 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionPerformance Shares · Derivative | 485 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-17-008088 · form4.xml · derivative · entry 6 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 485 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2016. F4 · price: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2016. F4 · derivative.exercise_date: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2016. F4 · derivative.expiration_date: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2016. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 01:59 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 1,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008088 · form4.xml · derivative · entry 5 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,120 Underlying: Common Stock · 1,120 shares Expires not disclosed F3 · derivative.exercise_price: Each performance share represents a contingent right to receive 1 share of Stepan Company Common Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2019. F3 · derivative.exercise_date: Each performance share represents a contingent right to receive 1 share of Stepan Company Common Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2019. F3 · derivative.expiration_date: Each performance share represents a contingent right to receive 1 share of Stepan Company Common Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2019. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 01:59 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 4,178 | $0.00 Strike: $78.58 | $0.00 |
DisclosureSEC source: 0001127602-17-008088 · form4.xml · derivative · entry 4 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,178 Underlying: Common Stock · 4,178 shares Expires 2027-02-20 F2 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 01:59 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Option (Right to Buy) · Derivative | 1,393 | $0.00 Strike: $78.58 | $0.00 |
DisclosureSEC source: 0001127602-17-008088 · form4.xml · derivative · entry 3 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,393 Underlying: Common Stock · 1,393 shares Expires 2027-02-20 F2 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 01:59 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 435 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-008088 · form4.xml · nonDerivative · entry 1 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,932.196 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Amount reported reflects vesting of 435 performance shares as shown on Table II due to achievement of certain financial targets by December 31, 2016. Read SEC document |
| November 18, 2016 Filed Nov 21, 2016 18:39 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $37.51 | $0.00 |
DisclosureSEC source: 0001127602-16-067848 · form4.xml · derivative · entry 11 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 734 Underlying: Common Stock · 1,000 shares Expires 2019-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 18, 2016 Filed Nov 21, 2016 18:39 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 100 | $77.78 | $7,778.00 |
DisclosureSEC source: 0001127602-16-067848 · form4.xml · nonDerivative · entry 9 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,497.196 Read SEC document |
| November 18, 2016 Filed Nov 21, 2016 18:39 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 200 | $77.77 | $15,554.00 |
DisclosureSEC source: 0001127602-16-067848 · form4.xml · nonDerivative · entry 8 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,597.196 Read SEC document |
| November 18, 2016 Filed Nov 21, 2016 18:39 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 100 | $77.71 | $7,771.00 |
DisclosureSEC source: 0001127602-16-067848 · form4.xml · nonDerivative · entry 7 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,797.196 Read SEC document |
| November 18, 2016 Filed Nov 21, 2016 18:39 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 100 | $77.69 | $7,769.00 |
DisclosureSEC source: 0001127602-16-067848 · form4.xml · nonDerivative · entry 6 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,897.196 Read SEC document |
| November 18, 2016 Filed Nov 21, 2016 18:39 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 200 | $77.58 | $15,516.00 |
DisclosureSEC source: 0001127602-16-067848 · form4.xml · nonDerivative · entry 5 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,997.196 Read SEC document |
| November 18, 2016 Filed Nov 21, 2016 18:39 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 100 | $77.49 | $7,749.00 |
DisclosureSEC source: 0001127602-16-067848 · form4.xml · nonDerivative · entry 4 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,197.196 Read SEC document |
| November 18, 2016 Filed Nov 21, 2016 18:39 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 100 | $77.48 | $7,748.00 |
DisclosureSEC source: 0001127602-16-067848 · form4.xml · nonDerivative · entry 3 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,297.196 Read SEC document |
| November 18, 2016 Filed Nov 21, 2016 18:39 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 100 | $77.47 | $7,747.00 |
DisclosureSEC source: 0001127602-16-067848 · form4.xml · nonDerivative · entry 2 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,397.196 Read SEC document |
| November 18, 2016 Filed Nov 21, 2016 18:39 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 1,000 | $37.51 | $37,510.00 |
DisclosureSEC source: 0001127602-16-067848 · form4.xml · nonDerivative · entry 1 Stefaniak Debra · CIK 0001656944 · VP, Business Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,497.196 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.