Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STEPAN COSCL · Entity 4733 | Vice President, Strategy | December 13, 2019 | December 17, 2019 |
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.
STEPAN CO
Report date December 13, 2019 · Filed December 17, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,903.546 |
Reported balance
After 2019-12-13 transaction · row 1
1 source rowRow 1 · 2019-12-13 · Grant · Acquired 93.527 · Balance 34,903.546 F1: Reflects acquisition of deferred share units under the Performance Award Deferred Compensation Plan ("Plan") pursuant to a dividend equivalent feature of the Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Esop II Trust | 2,300.354 |
Reported balance
Holding disclosure · report date 2019-12-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,300.354 F2: Reflects ESOP II acquisitions that have occurred since the Reporting Person's last ownership report covering ESOP II holdings. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects acquisition of deferred share units under the Performance Award Deferred Compensation Plan ("Plan") pursuant to a dividend equivalent feature of the Plan.
F2: Reflects ESOP II acquisitions that have occurred since the Reporting Person's last ownership report covering ESOP II holdings.
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 |
|---|---|---|---|---|---|---|
| December 13, 2019 Filed Dec 17, 2019 18:17 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 93.527 | $98.53 | $9,215.22 |
DisclosureSEC source: 0001127602-19-035154 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,903.546 F1 · kind: Reflects acquisition of deferred share units under the Performance Award Deferred Compensation Plan ("Plan") pursuant to a dividend equivalent feature of the Plan. Read SEC document |
| September 13, 2019 Filed Sep 17, 2019 18:28 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 84.493 | $98.90 | $8,356.36 |
DisclosureSEC source: 0001127602-19-028553 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,810.019 F1 · kind: Reflects acquisition of deferred share units under the Performance Award Deferred Compensation Plan ("Plan") pursuant to a dividend equivalent feature of the Plan. Read SEC document |
| September 10, 2019 Filed Sep 12, 2019 18:12 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 2,383 | $97.23 | $231,689.56 |
DisclosureSEC source: 0001127602-19-028228 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,725.526 F1 · price: This transaction was executed in multiple trades at prices ranging from $96.960 to $97.410 The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 14, 2019 Filed Jun 18, 2019 20:53 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 90.82 | $91.76 | $8,333.64 |
DisclosureSEC source: 0001127602-19-022034 · form4.xml · nonDerivative · entry 2 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,108.526 F1 · kind: Reflects acquisition of deferred share units under the Performance Award Deferred Compensation Plan ("Plan") pursuant to a dividend equivalent feature of the Plan. Read SEC document |
| June 11, 2019 Filed Jun 12, 2019 18:01 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 1,931 | $91.94 | $177,545.22 |
DisclosureSEC source: 0001127602-19-021449 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,924.363 F1 · price: This transaction was executed in multiple trades at prices ranging from $91.560 to $92.280. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 15, 2019 Filed Jun 18, 2019 20:53 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 93.343 | $89.03 | $8,310.33 |
DisclosureSEC source: 0001127602-19-022034 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,948.706 F1 · kind: Reflects acquisition of deferred share units under the Performance Award Deferred Compensation Plan ("Plan") pursuant to a dividend equivalent feature of the Plan. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 21:09 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 988 | $93.43 | $92,308.84 |
DisclosureSEC source: 0001127602-19-010279 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,855.363 F1 · kind: The transaction reported reflects the withholding of shares from the performance shares vested on February 20, 2019, which were reported on the Form 4 filed for the reporting person on February 22, 2019. Withholding of these shares were applied to the reporting person's account on the transaction date shown. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:44 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionPerformance Shares · Derivative | 1,824 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-007740 · form4.xml · derivative · entry 7 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,824 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: 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, 2018. F1 · price: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2018. F4 · 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, 2018. F4 · 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, 2018. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:44 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 1,300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-007740 · form4.xml · derivative · entry 6 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,300 Underlying: Common Stock · 1,300 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, 2021. F3 · 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, 2021. 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, 2021. 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, 2021. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:44 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 5,062 | $0.00 Strike: $92.29 | $0.00 |
DisclosureSEC source: 0001127602-19-007740 · form4.xml · derivative · entry 5 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,062 Underlying: Common Stock · 5,062 shares Expires 2029-02-19 F2 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:44 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Option (Right to Buy) · Derivative | 1,687 | $0.00 Strike: $92.29 | $0.00 |
DisclosureSEC source: 0001127602-19-007740 · form4.xml · derivative · entry 4 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,687 Underlying: Common Stock · 1,687 shares Expires 2029-02-19 F2 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:44 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 81.636 | $92.29 | $7,534.19 |
DisclosureSEC source: 0001127602-19-007740 · form4.xml · nonDerivative · entry 2 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Indirect · By Esop II Trust Disclosed balance after: 2,275.661 Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:44 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 3,371 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-007740 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,843.363 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, 2018. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 22:35 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 107.23 | $77.25 | $8,283.52 |
DisclosureSEC source: 0001127602-18-036638 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,472.363 F1 · kind: Reflects acquisition of deferred share units under the Performance Award Deferred Compensation Plan ("Plan") pursuant to a dividend equivalent feature of the Plan. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 19:48 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 82.867 | $89.74 | $7,436.48 |
DisclosureSEC source: 0001127602-18-027856 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,365.133 F1 · kind: Reflects acquisition of deferred share units under the Performance Award Deferred Compensation Plan ("Plan") pursuant to a dividend equivalent feature of the Plan. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 17:49 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 200 | $89.50 | $17,900.00 |
DisclosureSEC source: 0001127602-18-027563 · form4.xml · nonDerivative · entry 2 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,282.266 Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 17:49 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 300 | $89.48 | $26,845.20 |
DisclosureSEC source: 0001127602-18-027563 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,482.266 Read SEC document |
| September 06, 2018 Filed Sep 10, 2018 21:28 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 699 | $87.59 | $61,226.81 |
DisclosureSEC source: 0001127602-18-027263 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,782.266 F1 · price: This transaction was executed in multiple trades at prices ranging from $87.550 to $87.635. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 10, 2018 Filed Aug 13, 2018 20:19 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 24.54 | $87.10 | $2,137.43 |
DisclosureSEC source: 0001127602-18-025193 · form4.xml · nonDerivative · entry 2 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,481.266 Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 20:19 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 800 | $89.00 | $71,200.00 |
DisclosureSEC source: 0001127602-18-025193 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,505.806 Read SEC document |
| August 08, 2018 Filed Aug 10, 2018 16:01 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 2,000 | $88.55 | $177,108.00 |
DisclosureSEC source: 0001127602-18-025110 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,305.806 F1 · price: The price reported is a weighted average price. Shares were sold in a series of transactions within the same trading day at prices ranging from $88.44 to $88.76, inclusive. Full information regarding the number of shares sold at each separate price is available upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 21:09 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 97.714 | $75.88 | $7,414.54 |
DisclosureSEC source: 0001127602-18-021426 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,305.806 F1 · kind: Reflects acquisition of deferred share units under the Performance Award Deferred Compensation Plan ("Plan") pursuant to a dividend equivalent feature of the Plan. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 19:50 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 87.782 | $84.24 | $7,394.76 |
DisclosureSEC source: 0001127602-18-012022 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,208.092 F1 · kind: Reflects acquisition of deferred share units under the Performance Award Deferred Compensation Plan ("Plan") pursuant to a dividend equivalent feature of the Plan. Read SEC document |
| March 12, 2018 Filed Mar 14, 2018 18:27 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 6,000 | $86.52 | $519,144.00 |
DisclosureSEC source: 0001127602-18-011517 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,120.31 F1 · price: This transaction was executed in multiple trades at prices ranging from $86.348 to $86.610. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 15:55 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,180 | $0.00 Strike: $37.51 | $0.00 |
DisclosureSEC source: 0001127602-18-011336 · form4.xml · derivative · entry 4 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,180 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 09, 2018 Filed Mar 13, 2018 15:55 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 3,180 | $85.19 | $270,888.30 |
DisclosureSEC source: 0001127602-18-011336 · form4.xml · nonDerivative · entry 2 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,120.31 F1 · price: This transaction was executed in multiple trades at prices ranging from $84.840 to $85.355. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 15:55 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 3,180 | $37.51 | $119,281.80 |
DisclosureSEC source: 0001127602-18-011336 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,300.31 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 08, 2018 Filed Mar 9, 2018 13:41 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 2,500 | $85.11 | $212,775.00 |
DisclosureSEC source: 0001127602-18-010860 · form4.xml · nonDerivative · entry 2 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,120.31 Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 13:41 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 2,500 | $85.31 | $213,277.50 |
DisclosureSEC source: 0001127602-18-010860 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,620.31 F1 · price: The price reported is a weighted average price. Shares were sold in a series of transactions within the same trading day at prices ranging from $85.293 to $85.371, inclusive. Full information regarding the number of shares sold at each separate price is available upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 20:50 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 1,005 | $80.76 | $81,163.80 |
DisclosureSEC source: 0001127602-18-010324 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,120.31 F1 · kind: The transaction reported reflects the withholding of shares from the performance shares vested on February 21, 2018, which were reported on the Form 4 filed for the reporting person on February 23, 2018. Withholding of these shares were applied to the reporting person's account on the transaction date shown. Read SEC document |
| February 21, 2018 Filed Feb 24, 2018 01:12 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionPerformance Shares · Derivative | 1,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008172 · form4.xml · derivative · entry 6 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,944 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. F1 · derivative.exercise_price: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2017. F1 · derivative.exercise_date: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2017. F1 · derivative.expiration_date: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2017. Read SEC document |
| February 21, 2018 Filed Feb 24, 2018 01:12 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 1,233 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008172 · form4.xml · derivative · entry 5 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,233 Underlying: Common Stock · 1,233 shares Expires not disclosed F3 · derivative.exercise_price: Each performance share represents a contingent right to receive 1 share of Stepan Company Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2020. F3 · derivative.exercise_date: Each performance share represents a contingent right to receive 1 share of Stepan Company Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2020. F3 · derivative.expiration_date: Each performance share represents a contingent right to receive 1 share of Stepan Company Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2020. Read SEC document |
| February 21, 2018 Filed Feb 24, 2018 01:12 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 4,653 | $0.00 Strike: $72.99 | $0.00 |
DisclosureSEC source: 0001127602-18-008172 · form4.xml · derivative · entry 4 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,653 Underlying: Common Stock · 4,653 shares Expires 2028-02-20 F2 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 21, 2018 Filed Feb 24, 2018 01:12 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Option (Right to Buy) · Derivative | 1,551 | $0.00 Strike: $72.99 | $0.00 |
DisclosureSEC source: 0001127602-18-008172 · form4.xml · derivative · entry 3 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,551 Underlying: Common Stock · 1,551 shares Expires 2028-02-20 F2 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 21, 2018 Filed Feb 24, 2018 01:12 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 109.718 | $73.07 | $8,017.09 |
DisclosureSEC source: 0001127602-18-008172 · form4.xml · nonDerivative · entry 2 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Indirect · By Esop II Trust Disclosed balance after: 2,169.255 Read SEC document |
| February 21, 2018 Filed Feb 24, 2018 01:12 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 3,436 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-008172 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,125.31 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 |
| December 15, 2017 Filed Dec 19, 2017 20:27 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 92.36 | $79.84 | $7,374.02 |
DisclosureSEC source: 0001127602-17-035116 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,689.31 Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 20:41 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 832 | $0.00 Strike: $25.61 | $0.00 |
DisclosureSEC source: 0001127602-17-031349 · form4.xml · derivative · entry 4 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 832 shares Expires 2018-02-08 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 02, 2017 Filed Nov 6, 2017 20:41 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 832 | $80.55 | $67,015.94 |
DisclosureSEC source: 0001127602-17-031349 · form4.xml · nonDerivative · entry 2 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,596.95 F1 · price: The price reported is a weighted average price. Shares were sold in a series of transactions within the same trading day at prices ranging from $80.47 to $80.67, inclusive. Full information regarding the number of shares sold at each separate price is available upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 20:41 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 832 | $25.61 | $21,303.36 |
DisclosureSEC source: 0001127602-17-031349 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,428.95 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 |
| September 18, 2017 Filed Sep 19, 2017 21:17 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $25.61 | $0.00 |
DisclosureSEC source: 0001127602-17-027754 · form4.xml · derivative · entry 11 PACHOLEC FRANK · CIK 0001229293 · Vice President R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832 Underlying: Common Stock · 500 shares Expires 2018-02-08 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. F2 · kind: Transaction completed pursuant to a 10b5-1 trading plan. Read SEC document |
| September 18, 2017 Filed Sep 19, 2017 21:17 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $25.61 | $0.00 |
DisclosureSEC source: 0001127602-17-027754 · form4.xml · derivative · entry 10 PACHOLEC FRANK · CIK 0001229293 · Vice President R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,332 Underlying: Common Stock · 500 shares Expires 2018-02-08 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. F2 · kind: Transaction completed pursuant to a 10b5-1 trading plan. Read SEC document |
| September 18, 2017 Filed Sep 19, 2017 21:17 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $25.61 | $0.00 |
DisclosureSEC source: 0001127602-17-027754 · form4.xml · derivative · entry 9 PACHOLEC FRANK · CIK 0001229293 · Vice President R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,832 Underlying: Common Stock · 500 shares Expires 2018-02-08 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. F2 · kind: Transaction completed pursuant to a 10b5-1 trading plan. Read SEC document |
| September 18, 2017 Filed Sep 19, 2017 21:17 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 500 | $82.10 | $41,050.00 |
DisclosureSEC source: 0001127602-17-027754 · form4.xml · nonDerivative · entry 7 PACHOLEC FRANK · CIK 0001229293 · Vice President R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,596.95 F2 · kind: Transaction completed pursuant to a 10b5-1 trading plan. Read SEC document |
| September 18, 2017 Filed Sep 19, 2017 21:17 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 500 | $25.61 | $12,802.50 |
DisclosureSEC source: 0001127602-17-027754 · form4.xml · nonDerivative · entry 6 PACHOLEC FRANK · CIK 0001229293 · Vice President R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,096.95 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. F2 · kind: Transaction completed pursuant to a 10b5-1 trading plan. Read SEC document |
| September 18, 2017 Filed Sep 19, 2017 21:17 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 500 | $81.60 | $40,800.00 |
DisclosureSEC source: 0001127602-17-027754 · form4.xml · nonDerivative · entry 5 PACHOLEC FRANK · CIK 0001229293 · Vice President R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,596.95 F2 · kind: Transaction completed pursuant to a 10b5-1 trading plan. Read SEC document |
| September 18, 2017 Filed Sep 19, 2017 21:17 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 500 | $25.61 | $12,802.50 |
DisclosureSEC source: 0001127602-17-027754 · form4.xml · nonDerivative · entry 4 PACHOLEC FRANK · CIK 0001229293 · Vice President R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,096.95 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. F2 · kind: Transaction completed pursuant to a 10b5-1 trading plan. Read SEC document |
| September 18, 2017 Filed Sep 19, 2017 21:17 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 500 | $81.10 | $40,550.00 |
DisclosureSEC source: 0001127602-17-027754 · form4.xml · nonDerivative · entry 3 PACHOLEC FRANK · CIK 0001229293 · Vice President R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,596.95 F2 · kind: Transaction completed pursuant to a 10b5-1 trading plan. Read SEC document |
| September 18, 2017 Filed Sep 19, 2017 21:17 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 500 | $25.61 | $12,802.50 |
DisclosureSEC source: 0001127602-17-027754 · form4.xml · nonDerivative · entry 2 PACHOLEC FRANK · CIK 0001229293 · Vice President R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,096.95 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. F2 · kind: Transaction completed pursuant to a 10b5-1 trading plan. Read SEC document |
| September 15, 2017 Filed Sep 19, 2017 21:17 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 82.95 | $80.79 | $6,701.53 |
DisclosureSEC source: 0001127602-17-027754 · form4.xml · nonDerivative · entry 1 PACHOLEC FRANK · CIK 0001229293 · Vice President R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,596.95 F1 · kind: Reflects acquisition of deferred share units under the Performance Award Deferred Compensation Plan ("Plan") pursuant to a dividend equivalent feature of the Plan. 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.