Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STEPAN COSCL · Entity 4733 | Director | May 08, 2026 | May 12, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
STEPAN CO
Report date May 08, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 143,007.262 |
Reported balance
After 2026-05-08 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 2,566 · Balance 143,007.262 |
| Common StockSEC Table I · non-derivative | Direct | 159,423 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 159,423 F1: Joint Tenancy with Spouse. |
| Common StockSEC Table I · non-derivative | IndirectBy Esop II Trust | 0.002 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 0.002 |
| Common StockSEC Table I · non-derivative | IndirectBy Family LLC | 160,000 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 160,000 F2: The reporting person disclaims beneficial ownership of these securities, except to extent of any pecuniary interest in the shares. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 0 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 0 F2: The reporting person disclaims beneficial ownership of these securities, except to extent of any pecuniary interest in the shares. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust III | 2,448 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 2,448 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust IV | 87,500 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 87,500 F2: The reporting person disclaims beneficial ownership of these securities, except to extent of any pecuniary interest in the shares. |
| Common StockSEC Table I · non-derivative | IndirectBy Father | 100 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 100 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,017 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 1,017 |
| Common StockSEC Table I · non-derivative | IndirectMember Of Plan Committee Of Stepan Company | 0 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy Father's ESOP | 67,214 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 67,214 F3: Shares held by an estate of which the reporting person serves as executor. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust V | 19,052 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 19,052 |
| Common StockSEC Table I · non-derivative | IndirectBy Mother's Estate | 0 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 0 F3: Shares held by an estate of which the reporting person serves as executor. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust VI | 600 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 14
Holding and transaction disclosures are not merged.
1 source rowRow 14 · Balance 600 F3: Shares held by an estate of which the reporting person serves as executor. |
Filing footnotes · ownership attribution and instrument terms
F1: Joint Tenancy with Spouse.
F2: The reporting person disclaims beneficial ownership of these securities, except to extent of any pecuniary interest in the shares.
F3: Shares held by an estate of which the reporting person serves as executor.
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 |
|---|---|---|---|---|---|---|
| February 23, 2017 Filed Feb 24, 2017 02:04 UTC | STEPAN CO SCL · Entity 4733 | OtherCommon Stock | 40,837 | $78.91 | $3,222,447.67 |
DisclosureSEC source: 0001127602-17-008092 · form4.xml · nonDerivative · entry 2 STEPAN F QUINN JR · CIK 0001229289 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Member Of Plan Committee Of Stepan Company Disclosed balance after: 401,210 F2 · shares: Reflects transfer of 40,837 shares of Stepan Company Common Stock from the Stepan Company Pension Plan to the Employee Stock Ownership Plan II (ESOP II) established by Stepan Company. The reporting person is a member of the Plan Committee of Stepan Company which has oversight responsibility over investments of funds for employee benefit programs. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 02:04 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionPerformance Shares · Derivative | 9,691 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-008092 · form4.xml · derivative · entry 12 STEPAN F QUINN JR · CIK 0001229289 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,691 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2016. F7 · price: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2016. F7 · derivative.exercise_date: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2016. F7 · derivative.expiration_date: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2016. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 02:04 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 9,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008092 · form4.xml · derivative · entry 11 STEPAN F QUINN JR · CIK 0001229289 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,672 Underlying: Common Stock · 9,672 shares Expires not disclosed F6 · derivative.exercise_price: Each performance share represents a contingent right to receive 1 share of Stepan Company Common Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2019. F6 · derivative.exercise_date: Each performance share represents a contingent right to receive 1 share of Stepan Company Common Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2019. F6 · derivative.expiration_date: Each performance share represents a contingent right to receive 1 share of Stepan Company Common Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2019. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 02:04 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 24,051 | $0.00 Strike: $78.58 | $0.00 |
DisclosureSEC source: 0001127602-17-008092 · form4.xml · derivative · entry 10 STEPAN F QUINN JR · CIK 0001229289 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,051 Underlying: Common Stock · 24,051 shares Expires 2027-02-20 F5 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 02:04 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Option (Right to Buy) · Derivative | 24,051 | $0.00 Strike: $78.58 | $0.00 |
DisclosureSEC source: 0001127602-17-008092 · form4.xml · derivative · entry 9 STEPAN F QUINN JR · CIK 0001229289 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,051 Underlying: Common Stock · 24,051 shares Expires 2027-02-20 F5 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 02:04 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 8,693 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-008092 · form4.xml · nonDerivative · entry 1 STEPAN F QUINN JR · CIK 0001229289 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,044.121 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Amount reported reflects vesting of 8,693 performance shares as shown on Table II due to achievement of certain financial targets by December 31, 2016. Read SEC document |
| December 18, 2016 Filed Feb 14, 2017 21:55 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 16,551 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006019 · form5.xml · nonDerivative · entry 3 STEPAN F QUINN JR · CIK 0001229289 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,351.121 Read SEC document |
| December 15, 2016 Filed Dec 20, 2016 02:42 UTC | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 235.433 | $84.93 | $19,995.32 |
DisclosureSEC source: 0001127602-16-070503 · form4.xml · derivative · entry 10 STEPAN F QUINN JR · CIK 0001229289 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,773.773 Underlying: Common Stock · 235.433 shares Expires not disclosed F5 · security: Share Units are acquired under the Management Incentive Plan (As Amended and Restated Effective January 1, 2015) ("MIP"), a nonqualified deferred compensation plan which allows MIP participants to elect to defer all or a portion of their deferred compensation into accounts pursuant to MIP provisions. F6 · derivative.exercise_price: Share Units convert on a one-for-one basis into Common Stock. F8 · price: Price reported is the price of Common Stock on the date the dividend equivalents are payable pursuant to a dividend equivalent feature of the MIP. F7 · derivative.exercise_date: Reflects acquisition of Share Units pursuant to a dividend equivalent feature of the MIP, generally payable at end of employment, unless otherwise elected. F7 · derivative.expiration_date: Reflects acquisition of Share Units pursuant to a dividend equivalent feature of the MIP, generally payable at end of employment, unless otherwise elected. F7 · balance_after: Reflects acquisition of Share Units pursuant to a dividend equivalent feature of the MIP, generally payable at end of employment, unless otherwise elected. Read SEC document |
| December 15, 2016 Filed Dec 20, 2016 02:42 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 282.582 | $84.93 | $23,999.69 |
DisclosureSEC source: 0001127602-16-070503 · form4.xml · nonDerivative · entry 2 STEPAN F QUINN JR · CIK 0001229289 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,845.121 F2 · shares: Reflects acquisition of deferred share units under the Performance Award Deferred Compensation Plan ("Plan") pursuant to a dividend equivalent feature of the Plan. Read SEC document |
| December 15, 2016 Filed Dec 20, 2016 02:42 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 25.801 | $84.93 | $2,191.28 |
DisclosureSEC source: 0001127602-16-070503 · form4.xml · nonDerivative · entry 1 STEPAN F QUINN JR · CIK 0001229289 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Esop II Trust Disclosed balance after: 10,741.135 F1 · balance_after: Reflects ESOP II acquisitions that have occurred since the reporting person's last ownership report covering ESOP II holdings. Read SEC document |
| November 16, 2016 Filed Feb 14, 2017 21:55 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 355 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006019 · form5.xml · nonDerivative · entry 2 STEPAN F QUINN JR · CIK 0001229289 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,800.121 F1 · balance_after: Reflects a reclassification of 600 shares as being held directly rather than directly in joint tenancy with spouse. Read SEC document |
| November 16, 2016 Filed Feb 14, 2017 21:55 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 355 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006019 · form5.xml · nonDerivative · entry 1 STEPAN F QUINN JR · CIK 0001229289 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 2,518 Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 21:38 UTC | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 262.832 | $70.32 | $18,482.35 |
DisclosureSEC source: 0001209191-16-142054 · doc4.xml · derivative · entry 10 STEPAN F QUINN JR · CIK 0001229289 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,538.34 Underlying: Common Stock · 262.832 shares Expires not disclosed F5 · security: Share Units are acquired under the Management Incentive Plan (As Amended and Restated Effective January 1, 2015) ("MIP"), a nonqualified deferred compensation plan which allows MIP participants to elect to defer all or a portion of their deferred compensation into accounts pursuant to MIP provisions. F6 · derivative.exercise_price: Share Units convert on a one-for-one basis into Common Stock. F8 · price: Price reported is the price of Common Stock on the date the dividend equivalents are payable pursuant to a dividend equivalent feature of the MIP. F7 · derivative.exercise_date: Reflects acquisition of Share Units pursuant to a dividend equivalent feature of the MIP, generally payable at end of employment, unless otherwise elected. F7 · derivative.expiration_date: Reflects acquisition of Share Units pursuant to a dividend equivalent feature of the MIP, generally payable at end of employment, unless otherwise elected. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 21:38 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 315.467 | $70.32 | $22,183.64 |
DisclosureSEC source: 0001209191-16-142054 · doc4.xml · nonDerivative · entry 1 STEPAN F QUINN JR · CIK 0001229289 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,562.539 F1 · shares: Reflects acquisition of deferred share units under the Performance Award Deferred Compensation Plan ("Plan") pursuant to a dividend equivalent feature of the Plan. Read SEC document |
| September 15, 2016 Filed Feb 20, 2026 00:18 UTC Amendment | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 262.832 | $70.32 | $18,482.35 |
DisclosureSEC source: 0000094049-26-000015 · form5a.xml · derivative · entry 12 STEPAN F QUINN JR · CIK 0001229289 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,397.5 Underlying: Common Stock · 262.832 shares Expires not disclosed F5 · security: Share Units are acquired under the Management Incentive Plan (As Amended and Restated Effective January 1, 2015) ("MIP"), a nonqualified deferred compensation plan which allows MIP participants to elect to defer all or a portion of their deferred compensation into accounts pursuant to MIP provisions. F6 · derivative.exercise_price: Share Units convert on a one-for-one basis into Common Stock. F7 · derivative.exercise_date: Share Units are generally payable at end of employment, unless otherwise elected. F7 · derivative.expiration_date: Share Units are generally payable at end of employment, unless otherwise elected. Read SEC document |
| September 15, 2016 Filed Feb 20, 2026 00:18 UTC Amendment | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 28.936 | $70.32 | $2,034.78 |
DisclosureSEC source: 0000094049-26-000015 · form5a.xml · nonDerivative · entry 3 STEPAN F QUINN JR · CIK 0001229289 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Esop II Trust Disclosed balance after: 0.002 Read SEC document |
| September 15, 2016 Filed Feb 20, 2026 00:18 UTC Amendment | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 315.467 | $70.32 | $22,183.64 |
DisclosureSEC source: 0000094049-26-000015 · form5a.xml · nonDerivative · entry 1 STEPAN F QUINN JR · CIK 0001229289 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,090.869 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.