Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SECURITY NATIONAL FINANCIAL CORPSNFCA · Entity 6207 | Director · VP & Nat Mark Dir of Life Ins · 10% owner | May 14, 2026 | June 01, 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 May 14, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class C Common StockSEC Table I · non-derivative | Direct | 110,385 |
Reported balance
After 2026-05-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-14 · Exercise / conversion · Acquired 21,596 · Balance 110,385 |
| Class C Common StockSEC Table I · non-derivative | Direct | 103,385 |
Reported balance
After 2026-05-14 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-05-14 · Disposition to issuer · Disposed 7,000 · Balance 103,385 F1: Does not include 113,482 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan. F2: Does not include 30,146 shares of Class A Common Stock owned indirectly by the reporting person in the Deferred Compensation Plan. F3: Includes 41,013 shares of Class A Common Stock and 62,372 shares of Class C Common Stock. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.76 · Expires 2029-12-06 | Direct | 41,208 |
Reported balance
After 2019-12-06 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-12-06 · Grant · Acquired 41,208 · Balance 41,208 F4: This option was granted on December 6, 2019 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $5.46 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on February 7, 2020; a 2.5% stock dividend paid on July 17, 2020; a 5% stock dividend paid on July 16, 2021, July 8, 2022, July 14, 2023, July 12, 2024 and July 18, 2025. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.84 · Expires 2030-03-27 | Direct | 80,454 |
Reported balance
After 2020-03-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-03-27 · Grant · Acquired 39,246 · Balance 80,454 F5: This option was granted on March 27, 2020 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $3.76 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 2.5% stock dividend paid on July 17, 2020; a 5% stock dividend paid on July 16, 2021, July 8, 2022, July 14, 2023, July 12, 2024 and July 18, 2025. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.02 · Expires 2031-12-03 | Direct | 86,169 |
Reported balance
After 2021-12-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-12-03 · Grant · Acquired 36,465 · Balance 86,169 F6: This option was granted on December 3, 2021 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on July 8, 2022, July 14, 2023, July 12, 2024 and July 18, 2025. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.56 · Expires 2032-12-02 | Direct | 126,686 |
Reported balance
After 2022-12-02 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-12-02 · Grant · Acquired 40,517 · Balance 126,686 F7: This option was granted on December 2, 2022 as an option for either 35,000 shares of Class A Common Stock or 35,000 shares of Class C Common Stock at an exercise price of $6.48 per share. This option reflects the reporting person's election to have an option for 35,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on July 14, 2023, July 12, 2024 and July 18, 2025. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.21 · Expires 2033-12-01 | Direct | 170,786 |
Reported balance
After 2023-12-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-12-01 · Grant · Acquired 44,100 · Balance 170,786 F8: This option was granted on December 1, 2023 as an option for either 40,000 shares of Class A Common Stock or 40,000 shares of Class C Common Stock at an exercise price of $7.99 per share. This option reflects the reporting person's election to have an option for 40,000 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 12, 2024 and July 18, 2025. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.67 · Expires 2029-12-06 | Direct | 178,084 |
Reported balance
After 2024-12-06 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-12-06 · Grant · Acquired 7,298 · Balance 178,084 F9: This option was granted on December 6, 2024 as an option for either 6,950 shares of Class A Common Stock or 6,950 shares of Class C Common Stock at an exercise price of $14.39 per share. This option reflects the reporting person's election to have an option for 6,950 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 18, 2025. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.43 · Expires 2034-12-06 | Direct | 212,787 |
Reported balance
After 2024-12-06 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2024-12-06 · Grant · Acquired 34,703 · Balance 212,787 F10: This option was granted on December 6, 2024 as an option for either 33,050 shares of Class A Common Stock or 33,050 shares of Class C Common Stock at an exercise price of $13.08 per share. This option reflects the reporting person's election to have an option for 33,050 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 18, 2025. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.38 · Expires 2030-12-05 | Direct | 223,444 |
Reported balance
After 2025-12-05 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2025-12-05 · Grant · Acquired 10,657 · Balance 223,444 F11: This option was granted on December 5, 2025 as an option for either 10,657 shares of Class A Common Stock or 10,657 shares of Class C Common Stock at an exercise price of $9.38 per share. This option reflects the reporting person's election to have an option for 10,657 Class C Common Stock. These options vest quarterly in equal installments, beginning on March 5, 2026. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.53 · Expires 2035-12-05 | Direct | 267,787 |
Reported balance
After 2025-12-05 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2025-12-05 · Grant · Acquired 44,343 · Balance 267,787 F12: This option was granted on December 5, 2025 as an option for either 44,343 shares of Class A Common Stock or 44,343 shares of Class C Common Stock at an exercise price of $8.53 per share. This option reflects the reporting person's election to have an option for 44,343 Class C Common Stock. These options vest quarterly in equal installments, beginning on March 5, 2026. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.84 · Expires 2030-03-27 | Direct | 49,704 |
Reported balance
After 2026-05-14 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-05-14 · Exercise / conversion · Disposed 30,750 · Balance 49,704 F5: This option was granted on March 27, 2020 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $3.76 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 2.5% stock dividend paid on July 17, 2020; a 5% stock dividend paid on July 16, 2021, July 8, 2022, July 14, 2023, July 12, 2024 and July 18, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Does not include 113,482 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan.
F2: Does not include 30,146 shares of Class A Common Stock owned indirectly by the reporting person in the Deferred Compensation Plan.
F3: Includes 41,013 shares of Class A Common Stock and 62,372 shares of Class C Common Stock.
F4: This option was granted on December 6, 2019 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $5.46 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on February 7, 2020; a 2.5% stock dividend paid on July 17, 2020; a 5% stock dividend paid on July 16, 2021, July 8, 2022, July 14, 2023, July 12, 2024 and July 18, 2025.
F5: This option was granted on March 27, 2020 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $3.76 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 2.5% stock dividend paid on July 17, 2020; a 5% stock dividend paid on July 16, 2021, July 8, 2022, July 14, 2023, July 12, 2024 and July 18, 2025.
F6: This option was granted on December 3, 2021 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on July 8, 2022, July 14, 2023, July 12, 2024 and July 18, 2025.
F7: This option was granted on December 2, 2022 as an option for either 35,000 shares of Class A Common Stock or 35,000 shares of Class C Common Stock at an exercise price of $6.48 per share. This option reflects the reporting person's election to have an option for 35,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on July 14, 2023, July 12, 2024 and July 18, 2025.
F8: This option was granted on December 1, 2023 as an option for either 40,000 shares of Class A Common Stock or 40,000 shares of Class C Common Stock at an exercise price of $7.99 per share. This option reflects the reporting person's election to have an option for 40,000 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 12, 2024 and July 18, 2025.
F9: This option was granted on December 6, 2024 as an option for either 6,950 shares of Class A Common Stock or 6,950 shares of Class C Common Stock at an exercise price of $14.39 per share. This option reflects the reporting person's election to have an option for 6,950 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 18, 2025.
F10: This option was granted on December 6, 2024 as an option for either 33,050 shares of Class A Common Stock or 33,050 shares of Class C Common Stock at an exercise price of $13.08 per share. This option reflects the reporting person's election to have an option for 33,050 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 18, 2025.
F11: This option was granted on December 5, 2025 as an option for either 10,657 shares of Class A Common Stock or 10,657 shares of Class C Common Stock at an exercise price of $9.38 per share. This option reflects the reporting person's election to have an option for 10,657 Class C Common Stock. These options vest quarterly in equal installments, beginning on March 5, 2026.
F12: This option was granted on December 5, 2025 as an option for either 44,343 shares of Class A Common Stock or 44,343 shares of Class C Common Stock at an exercise price of $8.53 per share. This option reflects the reporting person's election to have an option for 44,343 Class C Common Stock. These options vest quarterly in equal installments, beginning on March 5, 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 |
|---|---|---|---|---|---|---|
| May 14, 2026 Filed Jun 1, 2026 15:30 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 30,750 | $2.84 Strike: $2.84 | $87,330.00 |
DisclosureSEC source: 0001096906-26-000899 · form4.xml · derivative · entry 12 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,704 Underlying: Class C Common Stock · 30,750 shares Expires 2030-03-27 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. F5 · derivative.exercise_price: This option was granted on March 27, 2020 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $3.76 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 2.5% stock dividend paid on July 17, 2020; a 5% stock dividend paid on July 16, 2021, July 8, 2022, July 14, 2023, July 12, 2024 and July 18, 2025. Read SEC document |
| May 14, 2026 Filed Jun 1, 2026 15:30 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | Disposition to issuerClass C Common Stock | 7,000 | $9.54 | $66,780.00 |
DisclosureSEC source: 0001096906-26-000899 · form4.xml · nonDerivative · entry 2 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,385 F1 · balance_after: Does not include 113,482 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan. F2 · balance_after: Does not include 30,146 shares of Class A Common Stock owned indirectly by the reporting person in the Deferred Compensation Plan. F3 · balance_after: Includes 41,013 shares of Class A Common Stock and 62,372 shares of Class C Common Stock. Read SEC document |
| May 14, 2026 Filed Jun 1, 2026 15:30 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | Exercise / conversionClass C Common Stock | 21,596 | $9.54 | $206,025.84 |
DisclosureSEC source: 0001096906-26-000899 · form4.xml · nonDerivative · entry 1 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,385 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 30, 2025 Filed Dec 31, 2025 23:02 UTC | SECURITY NATIONAL FINANCIAL CORP snfca · Entity 6207 | GiftClass A Common Stock | 4,500 | $9.21 | $41,445.00 |
DisclosureSEC source: 0001096906-25-002191 · primary_doc.xml · nonDerivative · entry 1 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,789 F1 · balance_after: Does not include 112,260 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan. F2 · balance_after: Does not include 30,146 shares of Class A Common Stock owned indirectly by the reporting person in the Deferred Compensation Plan. F3 · balance_after: Includes 43,288 shares of Class A Common Stock and 45,501 shares of Class C Common Stock. Read SEC document |
| December 05, 2025 Filed Dec 31, 2025 23:02 UTC | SECURITY NATIONAL FINANCIAL CORP snfca · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 44,343 | $8.53 Strike: $8.53 | $378,245.79 |
DisclosureSEC source: 0001096906-25-002191 · primary_doc.xml · derivative · entry 10 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 298,537 Underlying: Class C Common Stock · 44,343 shares Expires 2035-12-05 F12 · derivative.exercise_price: This option was granted on December 5, 2025 as an option for either 44,343 shares of Class A Common Stock or 44,343 shares of Class C Common Stock at an exercise price of $8.53 per share. This option reflects the reporting person's election to have an option for 44,343 Class C Common Stock. These options vest quarterly in equal installments, beginning on March 5, 2026. Read SEC document |
| December 05, 2025 Filed Dec 31, 2025 23:02 UTC | SECURITY NATIONAL FINANCIAL CORP snfca · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 10,657 | $9.38 Strike: $9.38 | $99,962.66 |
DisclosureSEC source: 0001096906-25-002191 · primary_doc.xml · derivative · entry 9 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 254,194 Underlying: Class C Common Stock · 10,657 shares Expires 2030-12-05 F11 · derivative.exercise_price: This option was granted on December 5, 2025 as an option for either 10,657 shares of Class A Common Stock or 10,657 shares of Class C Common Stock at an exercise price of $9.38 per share. This option reflects the reporting person's election to have an option for 10,657 Class C Common Stock. These options vest quarterly in equal installments, beginning on March 5, 2026. Read SEC document |
| December 05, 2025 Filed Jun 1, 2026 15:30 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 44,343 | $8.53 Strike: $8.53 | $378,245.79 |
DisclosureSEC source: 0001096906-26-000899 · form4.xml · derivative · entry 11 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 267,787 Underlying: Class C Common Stock · 44,343 shares Expires 2035-12-05 F12 · derivative.exercise_price: This option was granted on December 5, 2025 as an option for either 44,343 shares of Class A Common Stock or 44,343 shares of Class C Common Stock at an exercise price of $8.53 per share. This option reflects the reporting person's election to have an option for 44,343 Class C Common Stock. These options vest quarterly in equal installments, beginning on March 5, 2026. Read SEC document |
| December 05, 2025 Filed Jun 1, 2026 15:30 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 10,657 | $9.38 Strike: $9.38 | $99,962.66 |
DisclosureSEC source: 0001096906-26-000899 · form4.xml · derivative · entry 10 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,444 Underlying: Class C Common Stock · 10,657 shares Expires 2030-12-05 F11 · derivative.exercise_price: This option was granted on December 5, 2025 as an option for either 10,657 shares of Class A Common Stock or 10,657 shares of Class C Common Stock at an exercise price of $9.38 per share. This option reflects the reporting person's election to have an option for 10,657 Class C Common Stock. These options vest quarterly in equal installments, beginning on March 5, 2026. Read SEC document |
| February 19, 2025 Filed Feb 20, 2025 20:44 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | Disposition to issuerClass A Common Stock | 11,375 | $13.30 | $151,287.50 |
DisclosureSEC source: 0001096906-25-000172 · form4.xml · nonDerivative · entry 2 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,365 F1 · balance_after: Includes 104,864 shares of Class A Common Stock and 45,501 shares of Class C Common Stock. F2 · balance_after: Does not include 105,495 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan. Read SEC document |
| February 19, 2025 Filed Feb 20, 2025 20:44 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | Exercise / conversionClass C Common Stock | 45,501 | $13.30 | $605,163.30 |
DisclosureSEC source: 0001096906-25-000172 · form4.xml · nonDerivative · entry 1 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,740 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 06, 2024 Filed Dec 27, 2024 19:08 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 33,050 | $13.08 Strike: $13.08 | $432,294.00 |
DisclosureSEC source: 0001096906-24-002312 · form4.xml · derivative · entry 9 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,127 Underlying: Class C Common Stock · 33,050 shares Expires 2034-12-06 F9 · derivative.exercise_price: This option was granted on December 6, 2024 as an option for either 33,050 shares of Class A Common Stock or 33,050 shares of Class C Common Stock at an exercise price of $13.08 per share. This option reflects the reporting person's election to have an option for 33,050 Class C Common Stock. The options vest in four equal quarterly installments, beginning on March 6, 2025. Read SEC document |
| December 06, 2024 Filed Dec 27, 2024 19:08 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 6,950 | $14.39 Strike: $14.39 | $100,010.50 |
DisclosureSEC source: 0001096906-24-002312 · form4.xml · derivative · entry 8 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 262,077 Underlying: Class C Common Stock · 6,950 shares Expires 2029-12-06 F8 · derivative.exercise_price: This option was granted on December 6, 2024 as an option for either 6,950 shares of Class A Common Stock or 6,950 shares of Class C Common Stock at an exercise price of $14.39 per share. This option reflects the reporting person's election to have an option for 6,950 Class C Common Stock. The options vest in four equal quarterly installments, beginning on March 6, 2025. Read SEC document |
| December 06, 2024 Filed Feb 20, 2025 20:44 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 33,050 | $13.08 Strike: $13.08 | $432,294.00 |
DisclosureSEC source: 0001096906-25-000172 · form4.xml · derivative · entry 11 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 231,940 Underlying: Class C Common Stock · 33,050 shares Expires 2034-12-06 F11 · derivative.exercise_price: This option was granted on December 6, 2024 as an option for either 33,050 shares of Class A Common Stock or 33,050 shares of Class C Common Stock at an exercise price of $13.08 per share. This option reflects the reporting person's election to have an option for 33,050 Class C Common Stock. The options vest in four equal quarterly installments, beginning on March 6, 2025. Read SEC document |
| December 06, 2024 Filed Feb 20, 2025 20:44 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 6,950 | $14.39 Strike: $14.39 | $100,010.50 |
DisclosureSEC source: 0001096906-25-000172 · form4.xml · derivative · entry 10 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,890 Underlying: Class C Common Stock · 6,950 shares Expires 2029-12-06 F10 · derivative.exercise_price: This option was granted on December 6, 2024 as an option for either 6,950 shares of Class A Common Stock or 6,950 shares of Class C Common Stock at an exercise price of $14.39 per share. This option reflects the reporting person's election to have an option for 6,950 Class C Common Stock. The options vest in four equal quarterly installments, beginning on March 6, 2025. Read SEC document |
| December 06, 2024 Filed Dec 31, 2025 23:02 UTC | SECURITY NATIONAL FINANCIAL CORP snfca · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 34,703 | $12.43 Strike: $12.43 | $431,358.29 |
DisclosureSEC source: 0001096906-25-002191 · primary_doc.xml · derivative · entry 8 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243,537 Underlying: Class C Common Stock · 34,703 shares Expires 2034-12-06 F10 · derivative.exercise_price: This option was granted on December 6, 2024 as an option for either 33,050 shares of Class A Common Stock or 33,050 shares of Class C Common Stock at an exercise price of $13.08 per share. This option reflects the reporting person's election to have an option for 33,050 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 18, 2025. Read SEC document |
| December 06, 2024 Filed Dec 31, 2025 23:02 UTC | SECURITY NATIONAL FINANCIAL CORP snfca · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 7,298 | $13.67 Strike: $13.67 | $99,763.66 |
DisclosureSEC source: 0001096906-25-002191 · primary_doc.xml · derivative · entry 7 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,834 Underlying: Class C Common Stock · 7,298 shares Expires 2029-12-06 F9 · derivative.exercise_price: This option was granted on December 6, 2024 as an option for either 6,950 shares of Class A Common Stock or 6,950 shares of Class C Common Stock at an exercise price of $14.39 per share. This option reflects the reporting person's election to have an option for 6,950 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 18, 2025. Read SEC document |
| December 06, 2024 Filed Jun 1, 2026 15:30 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 34,703 | $12.43 Strike: $12.43 | $431,358.29 |
DisclosureSEC source: 0001096906-26-000899 · form4.xml · derivative · entry 9 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,787 Underlying: Class C Common Stock · 34,703 shares Expires 2034-12-06 F10 · derivative.exercise_price: This option was granted on December 6, 2024 as an option for either 33,050 shares of Class A Common Stock or 33,050 shares of Class C Common Stock at an exercise price of $13.08 per share. This option reflects the reporting person's election to have an option for 33,050 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 18, 2025. Read SEC document |
| December 06, 2024 Filed Jun 1, 2026 15:30 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 7,298 | $13.67 Strike: $13.67 | $99,763.66 |
DisclosureSEC source: 0001096906-26-000899 · form4.xml · derivative · entry 8 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,084 Underlying: Class C Common Stock · 7,298 shares Expires 2029-12-06 F9 · derivative.exercise_price: This option was granted on December 6, 2024 as an option for either 6,950 shares of Class A Common Stock or 6,950 shares of Class C Common Stock at an exercise price of $14.39 per share. This option reflects the reporting person's election to have an option for 6,950 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 18, 2025. Read SEC document |
| October 31, 2024 Filed Oct 31, 2024 17:14 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | SaleClass A Common Stock | 2,500 | $9.78 | $24,450.00 |
DisclosureSEC source: 0001096906-24-002045 · form4.xml · nonDerivative · entry 2 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,239 F1 · balance_after: Does not include 105,501 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan. Read SEC document |
| October 30, 2024 Filed Oct 31, 2024 17:14 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | Exercise / conversionClass A Common Stock | 16,542 | $10.03 | $165,833.55 |
DisclosureSEC source: 0001096906-24-002045 · form4.xml · nonDerivative · entry 1 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,739 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 |
| October 02, 2024 Filed Oct 2, 2024 22:16 UTC | SECURITY NATIONAL FINANCIAL CORP SNFC · Entity 6207 | GiftClass A Common Stock | 4,500 | $9.18 | $41,310.00 |
DisclosureSEC source: 0001096906-24-001949 · primary_doc.xml · nonDerivative · entry 2 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,248 F1 · balance_after: Does not include 105,423 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan. Read SEC document |
| October 01, 2024 Filed Oct 2, 2024 22:16 UTC | SECURITY NATIONAL FINANCIAL CORP SNFC · Entity 6207 | Exercise / conversionClass A Common Stock | 17,526 | $9.20 | $161,239.20 |
DisclosureSEC source: 0001096906-24-001949 · primary_doc.xml · nonDerivative · entry 1 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,748 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 01, 2023 Filed Dec 20, 2023 21:11 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 40,000 | $7.99 Strike: $7.99 | $319,600.00 |
DisclosureSEC source: 0001096906-23-002418 · form4.xml · derivative · entry 9 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302,113 Underlying: Class C Common Stock · 40,000 shares Expires 2033-12-01 F9 · derivative.exercise_price: This option was granted on December 01, 2023 as an option for either 40,000 shares of Class A Common Stock or 40,000 shares of Class C Common Stock at an exercise price of $7.99 per share. This option reflects the reporting person's election to have an option for 40,000 Class C Common Stock. The options vest in four equal quarterly installments, beginning on March 01, 2024. Read SEC document |
| December 01, 2023 Filed Oct 2, 2024 22:16 UTC | SECURITY NATIONAL FINANCIAL CORP SNFC · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 42,000 | $7.59 Strike: $7.59 | $318,780.00 |
DisclosureSEC source: 0001096906-24-001949 · primary_doc.xml · derivative · entry 11 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,416 Underlying: Class C Common Stock · 42,000 shares Expires 2033-12-01 F10 · derivative.exercise_price: This option was granted on December 01, 2023 as an option for either 40,000 shares of Class A Common Stock or 40,000 shares of Class C Common Stock at an exercise price of $7.99 per share. This option reflects the reporting person's election to have an option for 40,000 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of 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 Oct 31, 2024 17:14 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 42,000 | $7.59 Strike: $7.59 | $318,780.00 |
DisclosureSEC source: 0001096906-24-002045 · form4.xml · derivative · entry 10 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,127 Underlying: Class C Common Stock · 42,000 shares Expires 2033-12-01 F9 · derivative.exercise_price: This option was granted on December 1, 2023 as an option for either 40,000 shares of Class A Common Stock or 40,000 shares of Class C Common Stock at an exercise price of $7.99 per share. This option reflects the reporting person's election to have an option for 40,000 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of 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 27, 2024 19:08 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 42,000 | $7.59 Strike: $7.59 | $318,780.00 |
DisclosureSEC source: 0001096906-24-002312 · form4.xml · derivative · entry 7 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,127 Underlying: Class C Common Stock · 42,000 shares Expires 2033-12-01 F7 · derivative.exercise_price: This option was granted on December 1, 2023 as an option for either 40,000 shares of Class A Common Stock or 40,000 shares of Class C Common Stock at an exercise price of $7.99 per share. This option reflects the reporting person's election to have an option for 40,000 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 12, 2024. Read SEC document |
| December 01, 2023 Filed Feb 20, 2025 20:44 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 42,000 | $7.59 Strike: $7.59 | $318,780.00 |
DisclosureSEC source: 0001096906-25-000172 · form4.xml · derivative · entry 9 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 191,940 Underlying: Class C Common Stock · 42,000 shares Expires 2033-12-01 F9 · derivative.exercise_price: This option was granted on December 1, 2023 as an option for either 40,000 shares of Class A Common Stock or 40,000 shares of Class C Common Stock at an exercise price of $7.99 per share. This option reflects the reporting person's election to have an option for 40,000 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 12, 2024. Read SEC document |
| December 01, 2023 Filed Dec 31, 2025 23:02 UTC | SECURITY NATIONAL FINANCIAL CORP snfca · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 44,100 | $7.21 Strike: $7.21 | $317,961.00 |
DisclosureSEC source: 0001096906-25-002191 · primary_doc.xml · derivative · entry 6 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,536 Underlying: Class C Common Stock · 44,100 shares Expires 2033-12-01 F8 · derivative.exercise_price: This option was granted on December 1, 2023 as an option for either 40,000 shares of Class A Common Stock or 40,000 shares of Class C Common Stock at an exercise price of $7.99 per share. This option reflects the reporting person's election to have an option for 40,000 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 12, 2024 and July 18, 2025. Read SEC document |
| December 01, 2023 Filed Jun 1, 2026 15:30 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 44,100 | $7.21 Strike: $7.21 | $317,961.00 |
DisclosureSEC source: 0001096906-26-000899 · form4.xml · derivative · entry 7 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,786 Underlying: Class C Common Stock · 44,100 shares Expires 2033-12-01 F8 · derivative.exercise_price: This option was granted on December 1, 2023 as an option for either 40,000 shares of Class A Common Stock or 40,000 shares of Class C Common Stock at an exercise price of $7.99 per share. This option reflects the reporting person's election to have an option for 40,000 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 12, 2024 and July 18, 2025. Read SEC document |
| July 14, 2023 Filed Jul 17, 2023 19:48 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GiftClass A Common Stock | 4,500 | $8.40 | $37,800.00 |
DisclosureSEC source: 0001096906-23-001422 · form4.xml · nonDerivative · entry 1 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,575 Read SEC document |
| December 02, 2022 Filed Jul 17, 2023 19:48 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 36,750 | $6.16 Strike: $6.16 | $226,380.00 |
DisclosureSEC source: 0001096906-23-001422 · form4.xml · derivative · entry 9 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 262,113 Underlying: Class C Common Stock · 36,750 shares Expires 2032-12-02 F8 · derivative.exercise_price: This option was granted on December 02, 2022 as an option for either 35,000 shares of Class A Common Stock at an exercise price of $6.48 per share or 35,000 shares of Class C Common Stock at an exercise price of $6.48 per share, or any combination thereof. This option reflects the reporting person's election to have an option for 35,000 shares of Class C Common Stock at an exercise price of $6.48 per share. This option reflects the reporting person's election to have an option for 35,000 shares of Class C Common Stock at an exercise price of $6.48 per share, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 14, 2023. The option vests in four equal quarterly installments of Class C Common Stock, beginning on March 3, 2023, until such shares are fully vested. Read SEC document |
| December 02, 2022 Filed Dec 20, 2023 21:11 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 36,750 | $6.16 Strike: $6.16 | $226,380.00 |
DisclosureSEC source: 0001096906-23-002418 · form4.xml · derivative · entry 8 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 262,113 Underlying: Class C Common Stock · 36,750 shares Expires 2032-12-02 F8 · derivative.exercise_price: This option was granted on December 02, 2022 as an option for either 35,000 shares of Class A Common Stock or 35,000 shares of Class C Common Stock at an exercise price of $6.48 per share. This option reflects the reporting person's election to have an option for 35,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 14, 2023. Read SEC document |
| December 02, 2022 Filed Oct 2, 2024 22:16 UTC | SECURITY NATIONAL FINANCIAL CORP SNFC · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 38,588 | $5.85 Strike: $5.85 | $225,739.80 |
DisclosureSEC source: 0001096906-24-001949 · primary_doc.xml · derivative · entry 10 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243,416 Underlying: Class C Common Stock · 38,588 shares Expires 2032-12-02 F9 · derivative.exercise_price: This option was granted on December 02, 2022 as an option for either 35,000 shares of Class A Common Stock or 35,000 shares of Class C Common Stock at an exercise price of $6.48 per share. This option reflects the reporting person's election to have an option for 35,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights 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 Oct 31, 2024 17:14 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 38,588 | $5.85 Strike: $5.85 | $225,739.80 |
DisclosureSEC source: 0001096906-24-002045 · form4.xml · derivative · entry 9 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,127 Underlying: Class C Common Stock · 38,588 shares Expires 2032-12-02 F8 · derivative.exercise_price: This option was granted on December 2, 2022 as an option for either 35,000 shares of Class A Common Stock or 35,000 shares of Class C Common Stock at an exercise price of $6.48 per share. This option reflects the reporting person's election to have an option for 35,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights 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 27, 2024 19:08 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 38,588 | $5.85 Strike: $5.85 | $225,739.80 |
DisclosureSEC source: 0001096906-24-002312 · form4.xml · derivative · entry 6 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,127 Underlying: Class C Common Stock · 38,588 shares Expires 2032-12-02 F6 · derivative.exercise_price: This option was granted on December 2, 2022 as an option for either 35,000 shares of Class A Common Stock or 35,000 shares of Class C Common Stock at an exercise price of $6.48 per share. This option reflects the reporting person's election to have an option for 35,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights 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 20, 2025 20:44 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 38,588 | $5.85 Strike: $5.85 | $225,739.80 |
DisclosureSEC source: 0001096906-25-000172 · form4.xml · derivative · entry 8 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,940 Underlying: Class C Common Stock · 38,588 shares Expires 2032-12-02 F8 · derivative.exercise_price: This option was granted on December 2, 2022 as an option for either 35,000 shares of Class A Common Stock or 35,000 shares of Class C Common Stock at an exercise price of $6.48 per share. This option reflects the reporting person's election to have an option for 35,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights 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 31, 2025 23:02 UTC | SECURITY NATIONAL FINANCIAL CORP snfca · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 40,517 | $5.56 Strike: $5.56 | $225,274.52 |
DisclosureSEC source: 0001096906-25-002191 · primary_doc.xml · derivative · entry 5 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,436 Underlying: Class C Common Stock · 40,517 shares Expires 2032-12-02 F7 · derivative.exercise_price: This option was granted on December 2, 2022 as an option for either 35,000 shares of Class A Common Stock or 35,000 shares of Class C Common Stock at an exercise price of $6.48 per share. This option reflects the reporting person's election to have an option for 35,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on July 14, 2023, July 12, 2024 and July 18, 2025. Read SEC document |
| December 02, 2022 Filed Jun 1, 2026 15:30 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 40,517 | $5.56 Strike: $5.56 | $225,274.52 |
DisclosureSEC source: 0001096906-26-000899 · form4.xml · derivative · entry 6 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,686 Underlying: Class C Common Stock · 40,517 shares Expires 2032-12-02 F7 · derivative.exercise_price: This option was granted on December 2, 2022 as an option for either 35,000 shares of Class A Common Stock or 35,000 shares of Class C Common Stock at an exercise price of $6.48 per share. This option reflects the reporting person's election to have an option for 35,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on July 14, 2023, July 12, 2024 and July 18, 2025. Read SEC document |
| January 24, 2022 Filed Feb 4, 2022 22:51 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GiftClass A Common Stock | 5,000 | $9.46 | $47,300.00 |
DisclosureSEC source: 0001493152-22-003299 · ownership.xml · nonDerivative · entry 1 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat'l Marketing Dir/Life 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,063 F1 · balance_after: Does not include shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan and shares of Class A Common Stock owned indirectly by the reporting person in the Non-Qualified Deferred Compensation Plan. Read SEC document |
| December 03, 2021 Filed Feb 4, 2022 22:51 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option(right to buy) · Derivative | 30,000 | $8.62 Strike: $8.62 | $258,600.00 |
DisclosureSEC source: 0001493152-22-003299 · ownership.xml · derivative · entry 8 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat'l Marketing Dir/Life 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class C Common Stock · 30,000 shares Expires 2031-12-03 F8 · derivative.exercise_price: This option was granted on December 3, 2021 as an option to purchase either 30,000 shares of Class A Common Stock at an exercise price of $8.62 per share or 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share, or any combination thereof. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share. This option vests in four equal quarterly installments of Class C Common Stock, beginning on March 3, 2022, until such shares are fully vested. F8 · shares: This option was granted on December 3, 2021 as an option to purchase either 30,000 shares of Class A Common Stock at an exercise price of $8.62 per share or 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share, or any combination thereof. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share. This option vests in four equal quarterly installments of Class C Common Stock, beginning on March 3, 2022, until such shares are fully vested. F8 · price: This option was granted on December 3, 2021 as an option to purchase either 30,000 shares of Class A Common Stock at an exercise price of $8.62 per share or 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share, or any combination thereof. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share. This option vests in four equal quarterly installments of Class C Common Stock, beginning on March 3, 2022, until such shares are fully vested. F8 · derivative.exercise_date: This option was granted on December 3, 2021 as an option to purchase either 30,000 shares of Class A Common Stock at an exercise price of $8.62 per share or 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share, or any combination thereof. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share. This option vests in four equal quarterly installments of Class C Common Stock, beginning on March 3, 2022, until such shares are fully vested. F8 · derivative.underlying_shares: This option was granted on December 3, 2021 as an option to purchase either 30,000 shares of Class A Common Stock at an exercise price of $8.62 per share or 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share, or any combination thereof. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share. This option vests in four equal quarterly installments of Class C Common Stock, beginning on March 3, 2022, until such shares are fully vested. F8 · balance_after: This option was granted on December 3, 2021 as an option to purchase either 30,000 shares of Class A Common Stock at an exercise price of $8.62 per share or 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share, or any combination thereof. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share. This option vests in four equal quarterly installments of Class C Common Stock, beginning on March 3, 2022, until such shares are fully vested. Read SEC document |
| December 03, 2021 Filed Jul 17, 2023 19:48 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 33,075 | $7.78 Strike: $7.78 | $257,323.50 |
DisclosureSEC source: 0001096906-23-001422 · form4.xml · derivative · entry 8 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,363 Underlying: Class C Common Stock · 33,075 shares Expires 2031-12-03 F7 · derivative.exercise_price: This option was granted on December 3, 2021 as an option to purchase either 30,000 shares of Class A Common Stock at an exercise price of $8.62 per share or 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share, or any combination thereof. This option reflects the reporting person's election to have an option for 30,000 shares of Class C 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, and July 14, 2023. Read SEC document |
| December 03, 2021 Filed Dec 20, 2023 21:11 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 33,075 | $7.78 Strike: $7.78 | $257,323.50 |
DisclosureSEC source: 0001096906-23-002418 · form4.xml · derivative · entry 7 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,363 Underlying: Class C Common Stock · 33,075 shares Expires 2031-12-03 F7 · derivative.exercise_price: This option was granted on December 3, 2021 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, 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, and July 14, 2023. Read SEC document |
| December 03, 2021 Filed Oct 2, 2024 22:16 UTC | SECURITY NATIONAL FINANCIAL CORP SNFC · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 34,729 | $7.39 Strike: $7.39 | $256,647.31 |
DisclosureSEC source: 0001096906-24-001949 · primary_doc.xml · derivative · entry 9 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,828 Underlying: Class C Common Stock · 34,729 shares Expires 2031-12-03 F8 · derivative.exercise_price: This option was granted on December 3, 2021 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, 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, July 14, 2023 and July 12, 2024. Read SEC document |
| December 03, 2021 Filed Oct 31, 2024 17:14 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 34,729 | $7.39 Strike: $7.39 | $256,647.31 |
DisclosureSEC source: 0001096906-24-002045 · form4.xml · derivative · entry 8 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,539 Underlying: Class C Common Stock · 34,729 shares Expires 2031-12-03 F7 · derivative.exercise_price: This option was granted on December 3, 2021 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights 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 |
| December 03, 2021 Filed Dec 27, 2024 19:08 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 34,729 | $7.39 Strike: $7.39 | $256,647.31 |
DisclosureSEC source: 0001096906-24-002312 · form4.xml · derivative · entry 5 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,539 Underlying: Class C Common Stock · 34,729 shares Expires 2031-12-03 F5 · derivative.exercise_price: This option was granted on December 3, 2021 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights 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 |
| December 03, 2021 Filed Feb 20, 2025 20:44 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 34,729 | $7.39 Strike: $7.39 | $256,647.31 |
DisclosureSEC source: 0001096906-25-000172 · form4.xml · derivative · entry 7 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,352 Underlying: Class C Common Stock · 34,729 shares Expires 2031-12-03 F7 · derivative.exercise_price: This option was granted on December 3, 2021 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights 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 |
| December 03, 2021 Filed Dec 31, 2025 23:02 UTC | SECURITY NATIONAL FINANCIAL CORP snfca · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 36,465 | $7.02 Strike: $7.02 | $255,984.30 |
DisclosureSEC source: 0001096906-25-002191 · primary_doc.xml · derivative · entry 4 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,919 Underlying: Class C Common Stock · 36,465 shares Expires 2031-12-03 F6 · derivative.exercise_price: This option was granted on December 3, 2021 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on July 8, 2022, July 14, 2023, July 12, 2024 and July 18, 2025. Read SEC document |
| December 03, 2021 Filed Jun 1, 2026 15:30 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 36,465 | $7.02 Strike: $7.02 | $255,984.30 |
DisclosureSEC source: 0001096906-26-000899 · form4.xml · derivative · entry 5 Overbaugh Jason G. · CIK 0001588310 · Director · VP & Nat Mark Dir of Life Ins · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,169 Underlying: Class C Common Stock · 36,465 shares Expires 2031-12-03 F6 · derivative.exercise_price: This option was granted on December 3, 2021 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on July 8, 2022, July 14, 2023, July 12, 2024 and July 18, 2025. Read SEC document |
| July 16, 2021 Filed Aug 25, 2021 22:49 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GiftClass A Common Stock | 5,470 | $9.08 | $49,667.60 |
DisclosureSEC source: 0001096906-21-002161 · primary_doc.xml · nonDerivative · entry 1 Overbaugh Jason G. · CIK 0001588310 · Director · VP/Ntnl Marketing Dir-Life Ins 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,063 F1 · balance_after: Does not include shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan and shares of Class A Common Stock owned indirectly by the reporting person in the Non-Qualified Deferred Compensation Plan. Read SEC document |
| July 16, 2021 Filed Aug 25, 2021 22:03 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | SaleClass A Common Stock | 2,950 | $8.48 | $25,016.00 |
DisclosureSEC source: 0001096906-21-002160 · primary_doc.xml · nonDerivative · entry 3 Overbaugh Jason G. · CIK 0001588310 · Director · VP/Ntnl Marketing Dir-Life Ins 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,533 F2 · balance_after: Does not include shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan and shares of Class A Common Stock owned indirectly by the reporting person in the Non-Qualified Deferred Compensation Plan. 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.