Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STEPAN COSCL · Entity 4733 | SVP & Chief Financial Officer | August 10, 2026 | August 12, 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.
STEPAN CO
Report date August 10, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 995.601 |
Ending reported balance
After 2026-08-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-10 · Exercise / conversion · Acquired 1,358 · Balance 1,393.601 F1: The restricted stock units ("RSUs") were settled in shares of common stock per the terms of the award. Row 2 · 2026-08-10 · Tax withholding · Disposed 398 · Balance 995.601 F2: Withholding of shares to satisfy tax liability on the vesting of RSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-08-08 | Direct | 2,716 |
Reported balance
After 2026-08-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-10 · Exercise / conversion · Disposed 1,358 · Balance 2,716 F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Stepan Company common stock. F4: Vest ratably over three years beginning on the date shown. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units ("RSUs") were settled in shares of common stock per the terms of the award.
F2: Withholding of shares to satisfy tax liability on the vesting of RSUs.
F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Stepan Company common stock.
F4: Vest ratably over three years beginning on the date shown.
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 10, 2026 Filed Aug 12, 2026 17:08 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionRestricted Stock Units · Derivative | 1,358 | $0.00 | $0.00 |
DisclosureSEC source: 0000094049-26-000116 · form4.xml · derivative · entry 3 Velasquez Ruben Dario · CIK 0002078145 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,716 Underlying: Restricted Stock Units · 1,358 shares Expires 2028-08-08 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. F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Stepan Company common stock. F4 · derivative.exercise_date: Vest ratably over three years beginning on the date shown. Read SEC document |
| August 10, 2026 Filed Aug 12, 2026 17:08 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 398 | $64.68 | $25,740.65 |
DisclosureSEC source: 0000094049-26-000116 · form4.xml · nonDerivative · entry 2 Velasquez Ruben Dario · CIK 0002078145 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 995.601 F2 · kind: Withholding of shares to satisfy tax liability on the vesting of RSUs. Read SEC document |
| August 10, 2026 Filed Aug 12, 2026 17:08 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 1,358 | $64.68 | $87,828.65 |
DisclosureSEC source: 0000094049-26-000116 · form4.xml · nonDerivative · entry 1 Velasquez Ruben Dario · CIK 0002078145 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,393.601 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 · kind: The restricted stock units ("RSUs") were settled in shares of common stock per the terms of the award. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 00:20 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 8,586 | $0.00 Strike: $17.47 | $0.00 |
DisclosureSEC source: 0000094049-26-000029 · form4.xml · derivative · entry 4 Velasquez Ruben Dario · CIK 0002078145 · VP and Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,586 Underlying: Common Stock · 8,586 shares Expires 2036-03-03 F2 · derivative.exercise_date: Vest ratably over three years beginning on the date shown. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 00:20 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 2,996 | $0.00 | $0.00 |
DisclosureSEC source: 0000094049-26-000029 · form4.xml · derivative · entry 3 Velasquez Ruben Dario · CIK 0002078145 · VP and Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,996 Underlying: Common Stock · 2,996 shares Expires not disclosed F3 · derivative.exercise_price: Each performance share represents a contingent right to receive one share of Stepan Company common stock. F4 · derivative.exercise_date: The performance shares vest upon the certification of Stepan Company achieving certain performance goals for the performance period ending December 31, 2028. F4 · derivative.expiration_date: The performance shares vest upon the certification of Stepan Company achieving certain performance goals for the performance period ending December 31, 2028. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 00:20 UTC | STEPAN CO SCL · Entity 4733 | GrantRestricted Stock Units · Derivative | 5,993 | $0.00 | $0.00 |
DisclosureSEC source: 0000094049-26-000029 · form4.xml · derivative · entry 2 Velasquez Ruben Dario · CIK 0002078145 · VP and Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,993 Underlying: Restricted Stock Units · 5,993 shares Expires 2029-03-02 F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Stepan Company common stock. F2 · derivative.exercise_date: Vest ratably over three years beginning on the date shown. Read SEC document |
| March 02, 2026 Filed May 12, 2026 23:38 UTC Amendment | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 8,586 | $0.00 Strike: $50.06 | $0.00 |
DisclosureSEC source: 0000094049-26-000101 · form4a.xml · derivative · entry 4 Velasquez Ruben Dario · CIK 0002078145 · VP and Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,586 Underlying: Common Stock · 8,586 shares Expires 2036-03-03 F5 · derivative.exercise_price: This Form 4/A amends the reporting person's original Form 4 filed on March 4, 2026 (the "Original Filing"). The Original Filing inadvertently reported an incorrect stock appreciation right ("SAR") conversion/exercise price due to an administrative error in the pricing calculation. The correct conversion/exercise price for the reported transaction is $50.06 not $17.47 as previously reported. This amendment corrects the reported conversion/exercise price. No other aspects of the reported transaction are affected. F2 · derivative.exercise_date: Vest ratably over three years beginning on the date shown. Read SEC document |
| March 02, 2026 Filed May 12, 2026 23:38 UTC Amendment | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 2,996 | $0.00 | $0.00 |
DisclosureSEC source: 0000094049-26-000101 · form4a.xml · derivative · entry 3 Velasquez Ruben Dario · CIK 0002078145 · VP and Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,996 Underlying: Common Stock · 2,996 shares Expires not disclosed F3 · derivative.exercise_price: Each performance share represents a contingent right to receive one share of Stepan Company common stock. F4 · derivative.exercise_date: The performance shares vest upon the certification of Stepan Company achieving certain performance goals for the performance period ending December 31, 2028. F4 · derivative.expiration_date: The performance shares vest upon the certification of Stepan Company achieving certain performance goals for the performance period ending December 31, 2028. Read SEC document |
| March 02, 2026 Filed May 12, 2026 23:38 UTC Amendment | STEPAN CO SCL · Entity 4733 | GrantRestricted Stock Units · Derivative | 5,993 | $0.00 | $0.00 |
DisclosureSEC source: 0000094049-26-000101 · form4a.xml · derivative · entry 2 Velasquez Ruben Dario · CIK 0002078145 · VP and Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,993 Underlying: Restricted Stock Units · 5,993 shares Expires 2029-03-02 F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Stepan Company common stock. F2 · derivative.exercise_date: Vest ratably over three years beginning on the date shown. Read SEC document |
| February 27, 2026 Filed Mar 5, 2026 00:20 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 35.601 | $52.51 | $1,869.41 |
DisclosureSEC source: 0000094049-26-000029 · form4.xml · nonDerivative · entry 1 Velasquez Ruben Dario · CIK 0002078145 · VP and Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35.601 Read SEC document |
| February 27, 2026 Filed May 12, 2026 23:38 UTC Amendment | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 35.601 | $52.51 | $1,869.41 |
DisclosureSEC source: 0000094049-26-000101 · form4a.xml · nonDerivative · entry 1 Velasquez Ruben Dario · CIK 0002078145 · VP and Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35.601 Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 19:00 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 5,714 | $0.00 Strike: $49.09 | $0.00 |
DisclosureSEC source: 0001127602-25-020343 · form4.xml · derivative · entry 3 Velasquez Ruben Dario · CIK 0002078145 · VP and Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,714 Underlying: Common Stock · 5,714 shares Expires 2035-08-08 F4 · derivative.exercise_date: Vest ratably over three years beginning on the date shown. Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 19:00 UTC | STEPAN CO SCL · Entity 4733 | GrantRestricted Stock Units · Derivative | 4,074 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-020343 · form4.xml · derivative · entry 2 Velasquez Ruben Dario · CIK 0002078145 · VP and Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,074 Underlying: Restricted Stock Units · 4,074 shares Expires 2028-08-08 F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Stepan Company common stock. F4 · derivative.exercise_date: Vest ratably over three years beginning on the date shown. Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 19:00 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 2,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-020343 · form4.xml · derivative · entry 1 Velasquez Ruben Dario · CIK 0002078145 · VP and Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,037 Underlying: Common Stock · 2,037 shares Expires not disclosed F1 · derivative.exercise_price: Each performance share represents a contingent right to receive one share of Stepan Company common stock. F2 · derivative.exercise_date: The performance shares vest upon the certification of Stepan Company achieving certain performance goals for the performance period ending December 31, 2027. F2 · derivative.expiration_date: The performance shares vest upon the certification of Stepan Company achieving certain performance goals for the performance period ending December 31, 2027. 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.