Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SERVICE CORP INTERNATIONALSCI · Entity 3484 | Director | May 12, 2021 | May 14, 2021 |
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 May 12, 2021 · Filed May 14, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,176 |
Reported balance
After 2021-05-12 transaction · row 1
1 source rowRow 1 · 2021-05-12 · Grant · Acquired 3,320 · Balance 47,176 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 299 |
Reported balance
Holding disclosure · report date 2021-05-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 299 |
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 |
|---|---|---|---|---|---|---|
| May 12, 2021 Filed May 14, 2021 14:48 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 3,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-032569 · doc4.xml · nonDerivative · entry 1 MORRIS CLIFTON H JR · CIK 0001190759 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,176 Read SEC document |
| May 05, 2021 Filed May 7, 2021 19:59 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 3,735 | $55.93 | $208,898.55 |
DisclosureSEC source: 0001209191-21-030867 · doc4.xml · nonDerivative · entry 2 MORRIS CLIFTON H JR · CIK 0001190759 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 299 F1 · price: The shares were sold in multiple transactions at prices ranging from $55.84 to $56.87 per share on May 05, 2021. The $55.93 sale price reported above is the weighted average sale price. The reporting person undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 05, 2021 Filed May 7, 2021 19:59 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 174,964 | $55.93 | $9,785,736.52 |
DisclosureSEC source: 0001209191-21-030867 · doc4.xml · nonDerivative · entry 1 MORRIS CLIFTON H JR · CIK 0001190759 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,856 F1 · price: The shares were sold in multiple transactions at prices ranging from $55.84 to $56.87 per share on May 05, 2021. The $55.93 sale price reported above is the weighted average sale price. The reporting person undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 13, 2020 Filed May 15, 2020 20:36 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 4,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-029745 · doc4.xml · nonDerivative · entry 1 MORRIS CLIFTON H JR · CIK 0001190759 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,820 Read SEC document |
| May 08, 2019 Filed May 10, 2019 18:12 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 4,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028768 · doc4.xml · nonDerivative · entry 1 MORRIS CLIFTON H JR · CIK 0001190759 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,883 Read SEC document |
| May 23, 2018 Filed May 25, 2018 17:57 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 4,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033429 · doc4.xml · nonDerivative · entry 1 MORRIS CLIFTON H JR · CIK 0001190759 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,583 Read SEC document |
| May 10, 2017 Filed May 10, 2017 20:13 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-031232 · doc4.xml · nonDerivative · entry 1 MORRIS CLIFTON H JR · CIK 0001190759 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,748 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.