Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SERVICE CORP INTERNATIONALSCI · Entity 3484 | SVP, COO | July 31, 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.
SERVICE CORP INTERNATIONAL
Report date July 31, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 57,410 |
Ending reported balance
After 2026-07-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-31 · Exercise / conversion · Acquired 24,600 · Balance 82,010 Row 2 · 2026-07-31 · Sale · Disposed 24,600 · Balance 57,410 F1: The shares were sold in multiple transactions at prices ranging from $85.5000 to $86.0500 per share on July 31, 2026. The $85.6464 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. |
| Employee stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $42.63 · Expires 2027-02-20 | Direct | 0 |
Reported balance
After 2026-07-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-31 · Exercise / conversion · Disposed 24,600 · Balance 0 F2: The option vested in three equal annual installments on February 20, 2020, 2021, and 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were sold in multiple transactions at prices ranging from $85.5000 to $86.0500 per share on July 31, 2026. The $85.6464 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.
F2: The option vested in three equal annual installments on February 20, 2020, 2021, and 2022.
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 |
|---|---|---|---|---|---|---|
| November 26, 2019 Filed Jan 30, 2020 17:23 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 15,350 | $17.41 | $267,166.75 |
DisclosureSEC source: 0001209191-20-005471 · doc5.xml · nonDerivative · entry 1 Faulk John H · CIK 0001486448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,068 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.