Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STEPAN COSCL · Entity 4733 | VP, Controller & PAO | August 04, 2026 | August 04, 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 04, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,319 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 9,319 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP II Trust | 3,102 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,102 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $78.58 · Expires 2027-02-20 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F1: Vests ratably over three years beginning on the date shown. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $72.99 · Expires 2028-02-20 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $92.29 · Expires 2029-02-19 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance Not disclosed |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $102.30 · Expires 2030-02-18 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance Not disclosed |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $123.73 · Expires 2031-02-16 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance Not disclosed |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $78.58 · Expires 2027-02-20 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F1: Vests ratably over three years beginning on the date shown. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $72.99 · Expires 2028-02-20 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance Not disclosed |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $92.29 · Expires 2029-02-19 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance Not disclosed |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $102.30 · Expires 2030-02-18 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance Not disclosed |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $123.73 · Expires 2031-02-16 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance Not disclosed |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $111.26 · Expires 2032-02-15 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · Balance Not disclosed F1: Vests ratably over three years beginning on the date shown. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $109.92 · Expires 2033-02-14 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance Not disclosed F1: Vests ratably over three years beginning on the date shown. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $87.50 · Expires 2034-03-04 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 20
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 20 · Balance Not disclosed F1: Vests ratably over three years beginning on the date shown. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $59.86 · Expires 2035-03-03 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 23
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 23 · Balance Not disclosed F1: Vests ratably over three years beginning on the date shown. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $50.06 · Expires 2036-03-02 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 26
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 26 · Balance Not disclosed F1: Vests ratably over three years beginning on the date shown. |
| Performance SharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance Not disclosed F3: Each performance share represents a contingent right to receive one share of Stepan Company common stock. F2: 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, 2021. |
| Performance SharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance Not disclosed F3: Each performance share represents a contingent right to receive one share of Stepan Company common stock. F4: Each performance share represents a contingent right to receive one share of Stepan Company Common Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2020. |
| Performance SharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance Not disclosed F3: Each performance share represents a contingent right to receive one share of Stepan Company common stock. F5: 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, 2022. |
| Performance SharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance Not disclosed F3: Each performance share represents a contingent right to receive one share of Stepan Company common stock. F6: 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, 2024. |
| Performance SharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 21
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 21 · Balance Not disclosed F3: Each performance share represents a contingent right to receive one share of Stepan Company common stock. F8: The performance shares vest upon the certification of Stepan Company achieving certain performance goals for the performance period ending December 31, 2027. |
| Performance SharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 24
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 24 · Balance Not disclosed F3: Each performance share represents a contingent right to receive one share of Stepan Company common stock. F10: The performance shares vest upon the certification of Stepan Company achieving certain performance goals for the performance period ending December 31, 2028. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-03-04 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · Balance Not disclosed F7: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Stepan Company common stock. F1: Vests ratably over three years beginning on the date shown. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-03-03 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 22
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 22 · Balance Not disclosed F9: Each RSU represents a contingent right to receive one share of Stepan Company common stock. F1: Vests ratably over three years beginning on the date shown. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-03-02 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-08-04 · row 25
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 25 · Balance Not disclosed F9: Each RSU represents a contingent right to receive one share of Stepan Company common stock. F1: Vests ratably over three years beginning on the date shown. |
Filing footnotes · ownership attribution and instrument terms
F1: Vests ratably over three years beginning on the date shown.
F2: 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, 2021.
F3: Each performance share represents a contingent right to receive one share of Stepan Company common stock.
F4: Each performance share represents a contingent right to receive one share of Stepan Company Common Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2020.
F5: 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, 2022.
F6: 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, 2024.
F7: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Stepan Company common stock.
F8: The performance shares vest upon the certification of Stepan Company achieving certain performance goals for the performance period ending December 31, 2027.
F9: Each RSU represents a contingent right to receive one share of Stepan Company common stock.
F10: The performance shares vest upon the certification of Stepan Company achieving certain performance goals for the performance period ending December 31, 2028.
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 |
|---|---|---|---|---|---|---|
| March 02, 2018 Filed Mar 6, 2018 20:52 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 448 | $80.76 | $36,180.48 |
DisclosureSEC source: 0001127602-18-010326 · form4.xml · nonDerivative · entry 1 Eaken Matthew John · CIK 0001726434 · VP & Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,922.637 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 01:18 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionPerformance Shares · Derivative | 875 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-008185 · form4.xml · derivative · entry 6 Eaken Matthew John · CIK 0001726434 · VP & Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 875 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 one share of Stepan Company Common Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2017. F4 · price: Each performance share represents a contingent right to receive one share of Stepan Company Common Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2017. F4 · derivative.exercise_date: Each performance share represents a contingent right to receive one share of Stepan Company Common Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2017. F4 · derivative.expiration_date: Each performance share represents a contingent right to receive one share of Stepan Company Common Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2017. Read SEC document |
| February 21, 2018 Filed Feb 24, 2018 01:18 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 685 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-008185 · form4.xml · derivative · entry 5 Eaken Matthew John · CIK 0001726434 · VP & Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685 Underlying: Common Stock · 685 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 · 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 01:18 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 2,585 | $0.00 Strike: $72.99 | $0.00 |
DisclosureSEC source: 0001127602-18-008185 · form4.xml · derivative · entry 4 Eaken Matthew John · CIK 0001726434 · VP & Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,585 Underlying: Common Stock · 2,585 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 01:18 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Option (Right to Buy) · Derivative | 862 | $0.00 Strike: $72.99 | $0.00 |
DisclosureSEC source: 0001127602-18-008185 · form4.xml · derivative · entry 3 Eaken Matthew John · CIK 0001726434 · VP & Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 862 Underlying: Common Stock · 862 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 01:18 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 94.211 | $73.07 | $6,884.00 |
DisclosureSEC source: 0001127602-18-008185 · form4.xml · nonDerivative · entry 2 Eaken Matthew John · CIK 0001726434 · VP & Interim CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP II Trust Disclosed balance after: 2,230.335 Read SEC document |
| February 21, 2018 Filed Feb 24, 2018 01:18 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 1,547 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-008185 · form4.xml · nonDerivative · entry 1 Eaken Matthew John · CIK 0001726434 · VP & Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,358.2777 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.