Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lifevantage CorpLFVN · Entity 6941 | General Counsel | July 01, 2026 | July 06, 2026 |
| SECURITY NATIONAL FINANCIAL CORPSNFCA · Entity 6207 | Chief Legal Officer & Corp Sec | September 11, 2026 | September 14, 2026 |
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.
Lifevantage Corp
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 112,744 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Tax withholding · Disposed 1,342 · Balance 112,744 |
SECURITY NATIONAL FINANCIAL CORP
Report date September 11, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.79 · Expires 2036-09-11 | Direct | 100,000 |
Reported balance
After 2026-09-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-11 · Grant · Acquired 100,000 · Balance 100,000 F1: This option was granted on September 11, 2026 for 100,000 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $8.79 per share. The units granted vest 20% every year for five years, and will be fully vested on September 11, 2031. |
Filing footnotes · ownership attribution and instrument terms
F1: This option was granted on September 11, 2026 for 100,000 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $8.79 per share. The units granted vest 20% every year for five years, and will be fully vested on September 11, 2031.
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 |
|---|---|---|---|---|---|---|
| August 18, 2022 Filed Aug 22, 2022 21:36 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantPerformance Restricted Stock Units · Derivative | 24,039 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-22-000050 · wf-form4_166120417335419.xml · derivative · entry 2 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,039 Underlying: Performance Restricted Stock Units · 24,039 shares Expires not disclosed F2 · security: Each PRSU represents a right to receive one share of issuer common stock, with the total number of units reflecting the number that are eligible to be earned at target-level performance achievement. Upon achievement of the maximum level of the applicable performance criteria, the reporting person may become eligible to earn 200% of the target number of units. F3 · derivative.exercise_price: The PRSUs will vest only to the extent the specified financial performance criteria are achieved and subject to the reporting person's continued service with the issuer, as follows: (i) 1/3 of the earned award will vest on the first anniversary of the grant date and (ii) the remainder of the earned award will vest in equal installments as of the first day of each of the eight calendar quarters thereafter. F3 · derivative.exercise_date: The PRSUs will vest only to the extent the specified financial performance criteria are achieved and subject to the reporting person's continued service with the issuer, as follows: (i) 1/3 of the earned award will vest on the first anniversary of the grant date and (ii) the remainder of the earned award will vest in equal installments as of the first day of each of the eight calendar quarters thereafter. F3 · derivative.expiration_date: The PRSUs will vest only to the extent the specified financial performance criteria are achieved and subject to the reporting person's continued service with the issuer, as follows: (i) 1/3 of the earned award will vest on the first anniversary of the grant date and (ii) the remainder of the earned award will vest in equal installments as of the first day of each of the eight calendar quarters thereafter. Read SEC document |
| August 18, 2022 Filed Aug 22, 2022 21:36 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantCommon Stock | 24,039 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-22-000050 · wf-form4_166120417335419.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,504 F1 · security: This reflects a stock unit award, in which each stock unit represents a right to receive one share of issuer common stock, which award will vest, subject to the reporting person's continued service with the issuer, as follows: (i) 1/3 of the total number of units will vest on the first anniversary of the grant date and (ii) the remaining units will vest in equal installments as of the first day of each of the eight calendar quarters thereafter. Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 20:39 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 1,071 | $4.19 | $4,487.49 |
DisclosureSEC source: 0000849146-22-000039 · wf-form4_166068237406352.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,465 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of stock unit awards granted to the reporting person on August 12, 2021. Read SEC document |
| April 26, 2022 Filed Apr 28, 2022 20:07 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 3,460 | $4.04 | $13,978.40 |
DisclosureSEC source: 0000849146-22-000024 · wf-form4_165117636075214.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,536 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of stock unit awards granted to the reporting person on April 26, 2021. Read SEC document |
| August 12, 2021 Filed Aug 16, 2021 20:07 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantPerformance Restricted Stock Units · Derivative | 10,996 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-21-000069 · wf-form4_162914445325047.xml · derivative · entry 2 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,996 Underlying: Performance Restricted Stock Units · 10,996 shares Expires not disclosed F2 · security: Each PRSU represents a right to receive one share of issuer common stock, with the total number of units reflecting the number that are eligible to be earned at target-level performance achievement. Upon achievement of the maximum level of the applicable performance criteria, the reporting person may become eligible to earn 200% of the target number of units. F3 · derivative.exercise_price: The PRSUs will vest only to the extent the specified financial performance criteria are achieved and subject to the reporting person's continued service with the issuer, as follows: (i) 1/3 of the earned award will vest on the first anniversary of the grant date and (ii) the remainder of the earned award will vest in equal installments as of the first day of each of the eight calendar quarters thereafter. F3 · derivative.exercise_date: The PRSUs will vest only to the extent the specified financial performance criteria are achieved and subject to the reporting person's continued service with the issuer, as follows: (i) 1/3 of the earned award will vest on the first anniversary of the grant date and (ii) the remainder of the earned award will vest in equal installments as of the first day of each of the eight calendar quarters thereafter. F3 · derivative.expiration_date: The PRSUs will vest only to the extent the specified financial performance criteria are achieved and subject to the reporting person's continued service with the issuer, as follows: (i) 1/3 of the earned award will vest on the first anniversary of the grant date and (ii) the remainder of the earned award will vest in equal installments as of the first day of each of the eight calendar quarters thereafter. Read SEC document |
| August 12, 2021 Filed Aug 16, 2021 20:07 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantCommon Stock | 10,996 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-21-000069 · wf-form4_162914445325047.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,996 F1 · security: This reflects a stock unit award, in which each stock unit represents a right to receive one share of issuer common stock, which award will vest, subject to the reporting person's continued service with the issuer, as follows: (i) 1/3 of the total number of units will vest on the first anniversary of the grant date and (ii) the remaining units will vest in equal installments as of the first day of each of the eight calendar quarters thereafter. 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.