person · Reporting owner
Stephens Jeffrey Russell
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SECURITY NATIONAL FINANCIAL CORPSNFCA · Entity 6207 | Gen. Counsel & Corp. Sec | July 01, 2026 | July 02, 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.
SECURITY NATIONAL FINANCIAL CORP
Report date July 01, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 37,123 |
Reported balance
After 2026-07-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-01 · Exercise / conversion · Acquired 888 · Balance 37,123 F1: Does not include 127,840 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $8.53 · Expires 2026-12-31 | Direct | 2,662 |
Reported balance
After 2025-12-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-12-05 · Grant · Acquired 2,662 · Balance 2,662 F2: These restricted stock units were granted on December 5, 2025 for 3,549 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $8.53 per share. The units granted vest quarterly, and will be fully vested on December 31, 2026. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $8.53 · Expires 2026-12-31 | Direct | 1,774 |
Reported balance
After 2026-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-01 · Grant · Disposed 888 · Balance 1,774 F2: These restricted stock units were granted on December 5, 2025 for 3,549 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $8.53 per share. The units granted vest quarterly, and will be fully vested on December 31, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Does not include 127,840 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan.
F2: These restricted stock units were granted on December 5, 2025 for 3,549 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $8.53 per share. The units granted vest quarterly, and will be fully vested on December 31, 2026.
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 |
|---|---|---|---|---|---|---|
| July 01, 2026 Filed Jul 2, 2026 20:42 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantRestricted Stock Unit · Derivative | 888 | $8.53 Strike: $8.53 | $7,574.64 |
DisclosureSEC source: 0001096906-26-001042 · form4.xml · derivative · entry 3 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,774 Underlying: Class A Common Stock · 888 shares Expires 2026-12-31 F2 · derivative.exercise_price: These restricted stock units were granted on December 5, 2025 for 3,549 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $8.53 per share. The units granted vest quarterly, and will be fully vested on December 31, 2026. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 20:42 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | Exercise / conversionClass A Common Stock | 888 | $8.53 | $7,574.64 |
DisclosureSEC source: 0001096906-26-001042 · form4.xml · nonDerivative · entry 1 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,123 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 · balance_after: Does not include 127,840 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 18:52 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantRestricted Stock Unit · Derivative | 887 | $8.53 Strike: $8.53 | $7,566.11 |
DisclosureSEC source: 0001096906-26-000474 · form4.xml · derivative · entry 3 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,662 Underlying: Class A Common Stock · 887 shares Expires 2026-12-31 F2 · derivative.exercise_price: These restricted stock units were granted on December 5, 2025 for 3,549 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $8.53 per share. The units granted vest quarterly, and will be fully vested on December 31, 2026. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 18:52 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | Exercise / conversionClass A Common Stock | 887 | $8.53 | $7,566.11 |
DisclosureSEC source: 0001096906-26-000474 · form4.xml · nonDerivative · entry 1 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,235 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 · balance_after: Does not include 127,080 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 18:01 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | Exercise / conversionClass A Common Stock | 603 | $13.03 | $7,857.09 |
DisclosureSEC source: 0001096906-26-000022 · form4.xml · nonDerivative · entry 1 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,348 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 · balance_after: Does not include 127,080 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 17:30 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GiftClass A Common Stock | 10,000 | $9.01 | $90,100.00 |
DisclosureSEC source: 0001096906-25-002055 · form4.xml · nonDerivative · entry 1 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,745 F1 · balance_after: Does not include 127,085 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan. Read SEC document |
| December 05, 2025 Filed Dec 19, 2025 20:17 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantRestricted Stock Unit · Derivative | 3,549 | $8.53 Strike: $8.53 | $30,272.97 |
DisclosureSEC source: 0001096906-25-002140 · form4.xml · derivative · entry 2 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,152 Underlying: Class A Common Stock · 3,549 shares Expires 2026-12-31 F2 · derivative.exercise_price: These restricted stock units were granted on December 5, 2025 for 3,549 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $8.53 per share. The units granted vest quarterly, and will be fully vested on December 31, 2026. Read SEC document |
| December 05, 2025 Filed Jan 6, 2026 18:01 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantRestricted Stock Unit · Derivative | 3,549 | $8.53 Strike: $8.53 | $30,272.97 |
DisclosureSEC source: 0001096906-26-000022 · form4.xml · derivative · entry 3 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,549 Underlying: Class A Common Stock · 3,549 shares Expires 2026-12-31 F3 · derivative.exercise_price: These restricted stock units were granted on December 5, 2025 for 3,549 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $8.53 per share. The units granted vest quarterly, and will be fully vested on December 31, 2026. Read SEC document |
| December 05, 2025 Filed Apr 2, 2026 18:52 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantRestricted Stock Unit · Derivative | 3,549 | $8.53 Strike: $8.53 | $30,272.97 |
DisclosureSEC source: 0001096906-26-000474 · form4.xml · derivative · entry 2 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,549 Underlying: Class A Common Stock · 3,549 shares Expires 2026-12-31 F2 · derivative.exercise_price: These restricted stock units were granted on December 5, 2025 for 3,549 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $8.53 per share. The units granted vest quarterly, and will be fully vested on December 31, 2026. Read SEC document |
| December 05, 2025 Filed Jul 2, 2026 20:42 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantRestricted Stock Unit · Derivative | 2,662 | $8.53 Strike: $8.53 | $22,706.86 |
DisclosureSEC source: 0001096906-26-001042 · form4.xml · derivative · entry 2 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,662 Underlying: Class A Common Stock · 2,662 shares Expires 2026-12-31 F2 · derivative.exercise_price: These restricted stock units were granted on December 5, 2025 for 3,549 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $8.53 per share. The units granted vest quarterly, and will be fully vested on December 31, 2026. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 21:55 UTC | SECURITY NATIONAL FINANCIAL CORP snfca · Entity 6207 | GrantRestricted Stock Unit · Derivative | 603 | $13.08 Strike: $13.08 | $7,887.24 |
DisclosureSEC source: 0001096906-25-001629 · primary_doc.xml · derivative · entry 3 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 603 Underlying: Class A Common Stock · 603 shares Expires 2025-12-31 F3 · derivative.exercise_price: These restricted stock units were granted on December 6, 2024 for 2,413 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $13.08 per share. The units granted vest quarterly, and will be fully vested on December 31, 2025. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 21:55 UTC | SECURITY NATIONAL FINANCIAL CORP snfca · Entity 6207 | Exercise / conversionClass A Common Stock | 603 | $13.08 | $7,887.24 |
DisclosureSEC source: 0001096906-25-001629 · primary_doc.xml · nonDerivative · entry 1 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,745 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 · balance_after: Does not include 126,746 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan. F2 · balance_after: Adjusted to reflect a 5% stock dividend issued on July 18, 2025. Read SEC document |
| July 01, 2025 Filed Jul 1, 2025 19:41 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantRestricted Stock Unit · Derivative | 604 | $13.08 Strike: $13.08 | $7,900.32 |
DisclosureSEC source: 0001096906-25-001075 · form4.xml · derivative · entry 3 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,206 Underlying: Class A Common Stock · 604 shares Expires 2025-12-31 F2 · derivative.exercise_price: These restricted stock units were granted on December 6, 2024 for 2,413 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $13.08 per share. The units granted vest quarterly, and will be fully vested on December 31, 2025. Read SEC document |
| July 01, 2025 Filed Jul 1, 2025 19:41 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | Exercise / conversionClass A Common Stock | 604 | $13.08 | $7,900.32 |
DisclosureSEC source: 0001096906-25-001075 · form4.xml · nonDerivative · entry 1 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,040 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 · balance_after: Does not include 120,433 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 14:47 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantRestricted Stock Unit · Derivative | 603 | $13.08 Strike: $13.08 | $7,887.24 |
DisclosureSEC source: 0001096906-25-000389 · form4.xml · derivative · entry 3 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,810 Underlying: Class A Common Stock · 603 shares Expires 2025-12-31 F2 · derivative.exercise_price: These restricted stock units were granted on December 6, 2024 for 2,413 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $13.08 per share. The units granted vest quarterly, and will be fully vested on December 31, 2025. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 14:47 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | Exercise / conversionClass A Common Stock | 603 | $13.08 | $7,887.24 |
DisclosureSEC source: 0001096906-25-000389 · form4.xml · nonDerivative · entry 1 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,436 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 · balance_after: Does not include 120,124 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan. Read SEC document |
| February 05, 2025 Filed Feb 6, 2025 17:26 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | Exercise / conversionClass A Common Stock | 12,681 | $12.71 | $161,175.51 |
DisclosureSEC source: 0001096906-25-000130 · form4.xml · nonDerivative · entry 1 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,833 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 · balance_after: Does not include 120,131 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan. Read SEC document |
| December 06, 2024 Filed Dec 26, 2024 21:30 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantRestricted Stock Unit · Derivative | 2,413 | $13.08 Strike: $13.08 | $31,562.04 |
DisclosureSEC source: 0001096906-24-002299 · form4.xml · derivative · entry 4 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,913 Underlying: Class A Common Stock · 2,413 shares Expires 2025-12-31 F4 · derivative.exercise_price: These restricted stock units were granted on December 6, 2024 for 2,413 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $13.08 per share. The units granted vest quarterly, and will be fully vested on December 31, 2025. Read SEC document |
| December 06, 2024 Filed Feb 6, 2025 17:26 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantRestricted Stock Unit · Derivative | 2,413 | $13.08 Strike: $13.08 | $31,562.04 |
DisclosureSEC source: 0001096906-25-000130 · form4.xml · derivative · entry 5 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,413 Underlying: Class A Common Stock · 2,413 shares Expires 2025-12-31 F5 · derivative.exercise_price: These restricted stock units were granted on December 6, 2024 for 2,413 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $13.08 per share. The units granted vest quarterly, and will be fully vested on December 31, 2025. Read SEC document |
| December 06, 2024 Filed Apr 2, 2025 14:47 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantRestricted Stock Unit · Derivative | 2,413 | $13.08 Strike: $13.08 | $31,562.04 |
DisclosureSEC source: 0001096906-25-000389 · form4.xml · derivative · entry 2 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,413 Underlying: Class A Common Stock · 2,413 shares Expires 2025-12-31 F2 · derivative.exercise_price: These restricted stock units were granted on December 6, 2024 for 2,413 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $13.08 per share. The units granted vest quarterly, and will be fully vested on December 31, 2025. Read SEC document |
| December 06, 2024 Filed Jul 1, 2025 19:41 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantRestricted Stock Unit · Derivative | 1,810 | $13.08 Strike: $13.08 | $23,674.80 |
DisclosureSEC source: 0001096906-25-001075 · form4.xml · derivative · entry 2 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,810 Underlying: Class A Common Stock · 2,413 shares Expires 2025-12-31 F2 · derivative.exercise_price: These restricted stock units were granted on December 6, 2024 for 2,413 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $13.08 per share. The units granted vest quarterly, and will be fully vested on December 31, 2025. Read SEC document |
| December 06, 2024 Filed Oct 2, 2025 21:55 UTC | SECURITY NATIONAL FINANCIAL CORP snfca · Entity 6207 | GrantRestricted Stock Unit · Derivative | 1,206 | $13.08 Strike: $13.08 | $15,774.48 |
DisclosureSEC source: 0001096906-25-001629 · primary_doc.xml · derivative · entry 2 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,206 Underlying: Class A Common Stock · 1,206 shares Expires 2025-12-31 F3 · derivative.exercise_price: These restricted stock units were granted on December 6, 2024 for 2,413 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $13.08 per share. The units granted vest quarterly, and will be fully vested on December 31, 2025. Read SEC document |
| December 06, 2024 Filed Dec 16, 2025 17:30 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantRestricted Stock Unit · Derivative | 603 | $13.08 Strike: $13.08 | $7,887.24 |
DisclosureSEC source: 0001096906-25-002055 · form4.xml · derivative · entry 2 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 603 Underlying: Class A Common Stock · 603 shares Expires 2025-12-31 F2 · derivative.exercise_price: These restricted stock units were granted on December 6, 2024 for 2,413 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $13.08 per share. The units granted vest quarterly, and will be fully vested on December 31, 2025. Read SEC document |
| December 06, 2024 Filed Dec 19, 2025 20:17 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantRestricted Stock Unit · Derivative | 603 | $13.08 Strike: $13.08 | $7,887.24 |
DisclosureSEC source: 0001096906-25-002140 · form4.xml · derivative · entry 1 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 603 Underlying: Class A Common Stock · 603 shares Expires 2025-12-31 F1 · derivative.exercise_price: These restricted stock units were granted on December 6, 2024 for 2,413 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $13.08 per share. The units granted vest quarterly, and will be fully vested on December 31, 2025. Read SEC document |
| December 06, 2024 Filed Jan 6, 2026 18:01 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantRestricted Stock Unit · Derivative | 603 | $13.08 Strike: $13.08 | $7,887.24 |
DisclosureSEC source: 0001096906-26-000022 · form4.xml · derivative · entry 2 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 603 shares Expires 2025-12-31 F2 · derivative.exercise_price: These restricted stock units were granted on December 6, 2024 for 2,413 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $13.08 per share. Read SEC document |
| November 19, 2024 Filed Nov 19, 2024 22:36 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GiftClass A Common Stock | 10,000 | $11.80 | $118,000.00 |
DisclosureSEC source: 0001096906-24-002195 · form4.xml · nonDerivative · entry 1 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,152 F1 · balance_after: Does not include 119,834 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan. Read SEC document |
| September 17, 2024 Filed Sep 18, 2024 19:58 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 500 | $7.59 Strike: $7.59 | $3,795.00 |
DisclosureSEC source: 0001096906-24-001867 · form4.xml · derivative · entry 9 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,500 Underlying: Class A Common Stock · 500 shares Expires 2033-12-01 F6 · derivative.exercise_price: This option was granted on December 1, 2023 as an option for 10,000 shares of Class A Common Stock at an exercise price of $7.99 per share, but adjusted pursuant to the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 12, 2024. The options vest in four equal quarterly installments, beginning on March 01, 2024. Read SEC document |
| September 17, 2024 Filed Sep 18, 2024 19:58 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 1,025 | $5.85 Strike: $5.85 | $5,996.25 |
DisclosureSEC source: 0001096906-24-001867 · form4.xml · derivative · entry 8 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,500 Underlying: Class A Common Stock · 1,025 shares Expires 2032-12-02 F5 · derivative.exercise_price: This option was granted on December 2, 2022 as an option for 10,000 shares of Class A Common Stock at an exercise price of $6.48 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on July 14, 2023 and July 12, 2024. Read SEC document |
| September 17, 2024 Filed Sep 18, 2024 19:58 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 1,182 | $7.39 Strike: $7.39 | $8,734.98 |
DisclosureSEC source: 0001096906-24-001867 · form4.xml · derivative · entry 7 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,500 Underlying: Class A Common Stock · 1,182 shares Expires 2031-12-03 F4 · derivative.exercise_price: This option was granted on December 3, 2021 as an option for 7,500 shares of Class A Common Stock at an exercise price of $8.62 per share, but adjusted pursuant to the anti-dilution provision of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on July 8, 2022, July 14, 2023 and July 12, 2024. Read SEC document |
| September 17, 2024 Filed Sep 18, 2024 19:58 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | Exercise / conversionClass A Common Stock | 11,209 | $8.59 | $96,285.31 |
DisclosureSEC source: 0001096906-24-001867 · form4.xml · nonDerivative · entry 1 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,152 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 · balance_after: Does not include 119,555 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan. Read SEC document |
| December 11, 2023 Filed Dec 12, 2023 21:57 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | SaleClass A Common Stock | 15,000 | $8.90 | $133,500.00 |
DisclosureSEC source: 0001096906-23-002352 · form4.xml · nonDerivative · entry 1 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,660 F1 · balance_after: Does not include 112,707 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan. Read SEC document |
| December 07, 2023 Filed Dec 11, 2023 18:02 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | Exercise / conversionClass A Common Stock | 9,652 | $8.33 | $80,401.16 |
DisclosureSEC source: 0001096906-23-002348 · form4.xml · nonDerivative · entry 1 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,684 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. F8 · balance_after: Shares beneficially owned have been adjusted pursuant to a 5% stock dividend paid on July 14, 2023. Read SEC document |
| December 01, 2023 Filed Dec 20, 2023 20:17 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 10,000 | $7.99 Strike: $7.99 | $79,900.00 |
DisclosureSEC source: 0001096906-23-002413 · form4.xml · derivative · entry 5 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,926 Underlying: Class A Common Stock · 10,000 shares Expires 2033-12-01 F5 · derivative.exercise_price: This option was granted on December 01, 2023 as an option for 10,000 shares of Class A Common Stock at an exercise price of $7.99 per share. The options vest in four equal quarterly installments, beginning on March 01, 2024. Read SEC document |
| December 01, 2023 Filed Sep 18, 2024 19:58 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 10,500 | $7.59 Strike: $7.59 | $79,695.00 |
DisclosureSEC source: 0001096906-24-001867 · form4.xml · derivative · entry 6 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,000 Underlying: Class A Common Stock · 10,500 shares Expires 2033-12-01 F6 · derivative.exercise_price: This option was granted on December 1, 2023 as an option for 10,000 shares of Class A Common Stock at an exercise price of $7.99 per share, but adjusted pursuant to the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 12, 2024. The options vest in four equal quarterly installments, beginning on March 01, 2024. Read SEC document |
| December 01, 2023 Filed Nov 19, 2024 22:36 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 10,000 | $7.59 Strike: $7.59 | $75,900.00 |
DisclosureSEC source: 0001096906-24-002195 · form4.xml · derivative · entry 4 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,500 Underlying: Class A Common Stock · 10,000 shares Expires 2033-12-01 F4 · derivative.exercise_price: This option was granted on December 1, 2023 as an option for 10,000 shares of Class A Common Stock at an exercise price of $7.99 per share, but adjusted pursuant to the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 12, 2024. The options vest in four equal quarterly installments, beginning on March 1, 2024. Read SEC document |
| December 01, 2023 Filed Dec 26, 2024 21:30 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 10,000 | $7.59 Strike: $7.59 | $75,900.00 |
DisclosureSEC source: 0001096906-24-002299 · form4.xml · derivative · entry 3 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,500 Underlying: Class A Common Stock · 10,000 shares Expires 2033-12-01 F3 · derivative.exercise_price: This option was granted on December 1, 2023 as an option for 10,000 shares of Class A Common Stock at an exercise price of $7.99 per share, but adjusted pursuant to the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 12, 2024. Read SEC document |
| December 01, 2023 Filed Feb 6, 2025 17:26 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 10,000 | $7.59 Strike: $7.59 | $75,900.00 |
DisclosureSEC source: 0001096906-25-000130 · form4.xml · derivative · entry 4 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 10,000 shares Expires 2033-12-01 F4 · derivative.exercise_price: This option was granted on December 1, 2023 as an option for 10,000 shares of Class A Common Stock at an exercise price of $7.99 per share, but adjusted pursuant to the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 12, 2024. Read SEC document |
| January 19, 2023 Filed Jan 30, 2023 19:26 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | Exercise / conversionClass A Common Stock | 10,019 | $7.39 | $74,040.41 |
DisclosureSEC source: 0001096906-23-000231 · form4.xml · nonDerivative · entry 1 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,602 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 |
| December 02, 2022 Filed Jan 30, 2023 19:26 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 10,000 | $6.48 Strike: $6.48 | $64,800.00 |
DisclosureSEC source: 0001096906-23-000231 · form4.xml · derivative · entry 9 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,201 Underlying: Class A Common Stock · 10,000 shares Expires 2032-12-02 F8 · derivative.exercise_price: This option was granted on December 02, 2022 as an option for 10,000 shares of Class A Common Stock at an exercise price of $6.48 per share. The option vests in four equal quarterly installments of Class A Common Stock, beginning on March 3, 2023, until such shares are fully vested. Read SEC document |
| December 02, 2022 Filed Dec 11, 2023 18:02 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 10,500 | $6.16 Strike: $6.16 | $64,680.00 |
DisclosureSEC source: 0001096906-23-002348 · form4.xml · derivative · entry 8 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,926 Underlying: Class A Common Stock · 10,500 shares Expires 2032-12-02 F7 · derivative.exercise_price: This option was granted on December 02, 2022 as an option for 10,000 shares of Class A Common Stock at an exercise price of $6.48 per share, but adjusted pursuant to the anti-dilution provisions of the 2014 Director Stock Option Plan to reflect a 5% stock dividend paid on July 14, 2023. Read SEC document |
| December 02, 2022 Filed Dec 12, 2023 21:57 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 10,500 | $6.16 Strike: $6.16 | $64,680.00 |
DisclosureSEC source: 0001096906-23-002352 · form4.xml · derivative · entry 5 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,926 Underlying: Class A Common Stock · 10,500 shares Expires 2032-12-02 F5 · derivative.exercise_price: This option was granted on December 02, 2022 as an option for 10,000 shares of Class A Common Stock at an exercise price of $6.48 per share, but adjusted pursuant to the anti-dilution provisions of the 2014 Director Stock Option Plan to reflect a 5% stock dividend paid on July 14, 2023. Read SEC document |
| December 02, 2022 Filed Dec 20, 2023 20:17 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 10,500 | $6.16 Strike: $6.16 | $64,680.00 |
DisclosureSEC source: 0001096906-23-002413 · form4.xml · derivative · entry 4 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,926 Underlying: Class A Common Stock · 10,500 shares Expires 2032-12-02 F4 · derivative.exercise_price: This option was granted on December 02, 2022 as an option for 10,000 shares of Class A Common Stock at an exercise price of $6.48 per share, but adjusted pursuant to the anti-dilution provisions of the 2014 Director Stock Option Plan to reflect a 5% stock dividend paid on July 14, 2023. Read SEC document |
| December 02, 2022 Filed Sep 18, 2024 19:58 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 11,025 | $5.85 Strike: $5.85 | $64,496.25 |
DisclosureSEC source: 0001096906-24-001867 · form4.xml · derivative · entry 5 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,525 Underlying: Class A Common Stock · 11,025 shares Expires 2032-12-02 F5 · derivative.exercise_price: This option was granted on December 2, 2022 as an option for 10,000 shares of Class A Common Stock at an exercise price of $6.48 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on July 14, 2023 and July 12, 2024. Read SEC document |
| December 02, 2022 Filed Nov 19, 2024 22:36 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 10,000 | $5.85 Strike: $5.85 | $58,500.00 |
DisclosureSEC source: 0001096906-24-002195 · form4.xml · derivative · entry 3 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,500 Underlying: Class A Common Stock · 10,000 shares Expires 2032-12-02 F3 · derivative.exercise_price: This option was granted on December 2, 2022 as an option for 10,000 shares of Class A Common Stock at an exercise price of $6.48 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on July 14, 2023 and July 12, 2024. Read SEC document |
| December 02, 2022 Filed Dec 26, 2024 21:30 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 10,000 | $5.85 Strike: $5.85 | $58,500.00 |
DisclosureSEC source: 0001096906-24-002299 · form4.xml · derivative · entry 2 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,500 Underlying: Class A Common Stock · 10,000 shares Expires 2032-12-02 F2 · derivative.exercise_price: This option was granted on December 2, 2022 as an option for 10,000 shares of Class A Common Stock at an exercise price of $6.48 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on July 14, 2023 and July 12, 2024. Read SEC document |
| December 02, 2022 Filed Feb 6, 2025 17:26 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 10,000 | $5.85 Strike: $5.85 | $58,500.00 |
DisclosureSEC source: 0001096906-25-000130 · form4.xml · derivative · entry 3 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 10,000 shares Expires 2032-12-02 F3 · derivative.exercise_price: This option was granted on December 2, 2022 as an option for 10,000 shares of Class A Common Stock at an exercise price of $6.48 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on July 14, 2023 and July 12, 2024. Read SEC document |
| June 21, 2022 Filed Jun 22, 2022 20:49 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | Exercise / conversionClass A Common Stock | 10,819 | $8.44 | $91,312.36 |
DisclosureSEC source: 0001096906-22-001445 · form4.xml · nonDerivative · entry 1 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,583 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 |
| December 03, 2021 Filed Feb 10, 2022 20:27 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 7,500 | $8.62 Strike: $8.62 | $64,650.00 |
DisclosureSEC source: 0001493152-22-003737 · ownership.xml · derivative · entry 9 Stephens Jeffrey Russell · CIK 0001488171 · Sr General Counsel/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Class A Common Stock · 7,500 shares Expires 2031-12-03 F9 · derivative.exercise_price: This option was granted on December 3, 2021 as an option for 7,500 shares of Class A Common Stock at an exercise price of $8.62 per share. The option vests in four quarterly installments of Class A Stock beginning March 3, 2022, until such shares are fully vested. F9 · shares: This option was granted on December 3, 2021 as an option for 7,500 shares of Class A Common Stock at an exercise price of $8.62 per share. The option vests in four quarterly installments of Class A Stock beginning March 3, 2022, until such shares are fully vested. F8 · price: This option was granted on March 27, 2020 as an option for 7,500 shares of Class A Common Stock at an exercise price of $3.76 per share; but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect a stock dividend paid on July 17, 2020; and a 2 1/2% stock dividend paid on July 17, 2020, and a 5% stock dividend paid on July 16, 2021. F9 · derivative.exercise_date: This option was granted on December 3, 2021 as an option for 7,500 shares of Class A Common Stock at an exercise price of $8.62 per share. The option vests in four quarterly installments of Class A Stock beginning March 3, 2022, until such shares are fully vested. F9 · derivative.underlying_shares: This option was granted on December 3, 2021 as an option for 7,500 shares of Class A Common Stock at an exercise price of $8.62 per share. The option vests in four quarterly installments of Class A Stock beginning March 3, 2022, until such shares are fully vested. F9 · balance_after: This option was granted on December 3, 2021 as an option for 7,500 shares of Class A Common Stock at an exercise price of $8.62 per share. The option vests in four quarterly installments of Class A Stock beginning March 3, 2022, until such shares are fully vested. Read SEC document |
| December 03, 2021 Filed Jun 22, 2022 20:49 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 7,500 | $8.62 Strike: $8.62 | $64,650.00 |
DisclosureSEC source: 0001096906-22-001445 · form4.xml · derivative · entry 10 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Class A Common Stock · 7,500 shares Expires 2031-12-03 F9 · derivative.exercise_price: This option was granted on December 3, 2021 as an option for 7,500 shares of Class A Common Stock at an exercise price of $8.62 per share. The option vests in four quarterly installments of Class A Stock beginning March 3, 2022, until such shares are fully vested. Read SEC document |
| December 03, 2021 Filed Jan 30, 2023 19:26 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 7,875 | $8.19 Strike: $8.19 | $64,496.25 |
DisclosureSEC source: 0001096906-23-000231 · form4.xml · derivative · entry 8 Stephens Jeffrey Russell · CIK 0001488171 · Gen. Counsel & Corp. Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,201 Underlying: Class A Common Stock · 7,875 shares Expires 2031-12-03 F7 · derivative.exercise_price: This option was granted on December 3, 2021 as an option for 7,500 shares of Class A Common Stock at an exercise price of $8.62 per share, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on July 08, 2022. 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.