Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STEPAN COSCL · Entity 4733 | Director · President & CEO | February 27, 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 February 27, 2026 · Filed May 12, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,697.666 |
Reported balance
After 2026-02-27 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-02-27 · Grant · Acquired 56.765 · Balance 15,697.666 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-03-02 | Direct | 19,976 |
Reported balance
After 2026-03-02 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2026-03-02 · Grant · Acquired 19,976 · Balance 19,976 F1: Each RSU represents a contingent right to receive one share of Stepan Company common stock. F2: Vests ratably over three years beginning on the date shown. |
| Performance SharesSEC Table II · derivative / convertible security | Direct | 39,952 |
Reported balance
After 2026-03-02 transaction · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · 2026-03-02 · Grant · Acquired 39,952 · Balance 39,952 F3: Each performance share represents a contingent right to receive one share of Stepan Company common stock. F4: The performance shares vest upon the certification of Stepan Company achieving certain performance goals for the performance period ending December 31, 2028. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $50.06 · Expires 2036-03-03 | Direct | 57,241 |
Reported balance
After 2026-03-02 transaction · row 5
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 5 · 2026-03-02 · Grant · Acquired 57,241 · Balance 57,241 F5: This Form 4/A amends the reporting person's original Form 4 filed on March 4, 2026 (the "Original Filing"). The Original Filing inadvertently reported an incorrect stock appreciation right ("SAR") conversion/exercise price due to an administrative error in the pricing calculation. The correct conversion/exercise price for the reported transaction is $50.06 not $17.47 as previously reported. This amendment corrects the reported conversion/exercise price. No other aspects of the reported transaction are affected. F2: Vests ratably over three years beginning on the date shown. |
| Common StockSEC Table I · non-derivative | IndirectBy Esop II Trust | 511.83 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 511.83 |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents a contingent right to receive one share of Stepan Company common stock.
F2: Vests ratably over three years beginning on the date shown.
F3: Each performance share represents a contingent right to receive one share of Stepan Company common stock.
F4: The performance shares vest upon the certification of Stepan Company achieving certain performance goals for the performance period ending December 31, 2028.
F5: This Form 4/A amends the reporting person's original Form 4 filed on March 4, 2026 (the "Original Filing"). The Original Filing inadvertently reported an incorrect stock appreciation right ("SAR") conversion/exercise price due to an administrative error in the pricing calculation. The correct conversion/exercise price for the reported transaction is $50.06 not $17.47 as previously reported. This amendment corrects the reported conversion/exercise price. No other aspects of the reported transaction are affected.
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 14, 2024 Filed Feb 16, 2024 22:44 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionRestricted Stock Units · Derivative | 682 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-005417 · form4.xml · derivative · entry 4 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,365 Underlying: Restricted Stock Units · 682 shares Expires 2026-02-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Stepan Company common stock. F5 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 22:44 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 236 | $89.03 | $21,011.08 |
DisclosureSEC source: 0001127602-24-005417 · form4.xml · nonDerivative · entry 3 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,598.375 F3 · kind: Withholding of shares to satisfy tax liability on the vesting of RSUs. F1 · balance_after: Includes exempt acquisitions under Rule 16a-11 pursuant to dividend reinvestments since the date of the reporting person's last report. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 22:44 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 682 | $89.03 | $60,718.46 |
DisclosureSEC source: 0001127602-24-005417 · form4.xml · nonDerivative · entry 2 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,834.375 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. F2 · kind: The restricted stock units ("RSUs") were settled in shares of common stock per the terms of the award. Read SEC document |
| February 17, 2023 Filed Feb 21, 2023 22:56 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 90.31 | $109.49 | $9,888.04 |
DisclosureSEC source: 0001127602-23-006281 · form4.xml · nonDerivative · entry 1 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Esop II Trust Disclosed balance after: 404.574 Read SEC document |
| February 14, 2023 Filed Feb 17, 2023 00:49 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 5,695 | $0.00 Strike: $109.92 | $0.00 |
DisclosureSEC source: 0001127602-23-005699 · form4.xml · derivative · entry 6 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,695 Underlying: Common Stock · 5,695 shares Expires 2033-02-14 F5 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 14, 2023 Filed Feb 17, 2023 00:49 UTC | STEPAN CO SCL · Entity 4733 | GrantRestricted Stock Units · Derivative | 2,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005699 · form4.xml · derivative · entry 5 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,047 Underlying: Restricted Stock Units · 2,047 shares Expires 2026-02-14 F4 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Stepan Company common stock. F5 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 14, 2023 Filed Feb 17, 2023 00:49 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 4,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005699 · form4.xml · derivative · entry 4 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,094 Underlying: Common Stock · 4,094 shares Expires not disclosed F3 · derivative.exercise_price: Each performance share represents a contingent right to receive one share of Stepan Company common stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2025. F3 · derivative.exercise_date: Each performance share represents a contingent right to receive one share of Stepan Company common stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2025. F3 · derivative.expiration_date: Each performance share represents a contingent right to receive one share of Stepan Company common stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2025. Read SEC document |
| February 14, 2023 Filed Feb 17, 2023 00:49 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionPerformance Shares · Derivative | 2,346 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005699 · form4.xml · derivative · entry 3 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,346 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. F1 · derivative.exercise_price: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2022. F1 · price: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2022. F1 · derivative.exercise_date: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2022. F1 · derivative.expiration_date: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2022. Read SEC document |
| February 14, 2023 Filed Feb 17, 2023 00:49 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 3,833 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005699 · form4.xml · nonDerivative · entry 1 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,105 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2022. Read SEC document |
| July 29, 2022 Filed Aug 2, 2022 18:36 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 400 | $115.17 | $46,069.60 |
DisclosureSEC source: 0001127602-22-020131 · form4.xml · nonDerivative · entry 1 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,272 Read SEC document |
| March 04, 2022 Filed Mar 7, 2022 18:54 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 957 | $102.49 | $98,082.93 |
DisclosureSEC source: 0001127602-22-008372 · form4.xml · nonDerivative · entry 1 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,672 F1 · kind: The transaction reported reflects the withholding of shares from the performance shares vested on February 15, 2022, which were reported on the Form 4 filed for the reporting person on February 18, 2022. Withholding of these shares was applied to the reporting person's account on the transaction date shown. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 18:14 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 2,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005717 · form4.xml · derivative · entry 5 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,876 Underlying: Common Stock · 2,876 shares Expires not disclosed F4 · derivative.exercise_price: Each performance share represents a contingent right to receive 1 share of Stepan Company Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2024. F4 · derivative.exercise_date: Each performance share represents a contingent right to receive 1 share of Stepan Company Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2024. F4 · derivative.expiration_date: Each performance share represents a contingent right to receive 1 share of Stepan Company Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2024. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 18:14 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 13,449 | $0.00 Strike: $111.26 | $0.00 |
DisclosureSEC source: 0001127602-22-005717 · form4.xml · derivative · entry 4 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,449 Underlying: Common Stock · 13,449 shares Expires 2032-02-15 F3 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 18:14 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 76.787 | $111.26 | $8,543.32 |
DisclosureSEC source: 0001127602-22-005717 · form4.xml · nonDerivative · entry 2 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Esop II Trust Disclosed balance after: 310.021 F2 · balance_after: Includes exempt acquisitions under Rule 16a-11 pursuant to dividend reinvestments since the date of the reporting person's last report. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 18:14 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionPerformance Shares · Derivative | 2,601 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005717 · form4.xml · derivative · entry 3 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,601 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. F1 · derivative.exercise_price: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2021. F1 · price: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2021. F1 · derivative.exercise_date: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2021. F1 · derivative.expiration_date: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2021. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 18:14 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 3,176 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005717 · form4.xml · nonDerivative · entry 1 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,629 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2021. Read SEC document |
| November 08, 2021 Filed Nov 9, 2021 20:23 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Appreciation Right · Derivative | 1,000 | $0.00 Strike: $70.86 | $0.00 |
DisclosureSEC source: 0001127602-21-028686 · form4.xml · derivative · entry 16 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,221 Underlying: Common Stock · 1,000 shares Expires 2028-05-01 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_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| November 08, 2021 Filed Nov 9, 2021 20:23 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 900 | $128.15 | $115,332.30 |
DisclosureSEC source: 0001127602-21-028686 · form4.xml · nonDerivative · entry 12 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,453 Read SEC document |
| November 08, 2021 Filed Nov 9, 2021 20:23 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 131 | $128.22 | $16,796.82 |
DisclosureSEC source: 0001127602-21-028686 · form4.xml · nonDerivative · entry 11 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,353 F3 · kind: Withholding of shares to satisfy tax liability on exercise of SARs. Read SEC document |
| November 08, 2021 Filed Nov 9, 2021 20:23 UTC | STEPAN CO SCL · Entity 4733 | Disposition to issuerCommon Stock | 553 | $128.22 | $70,905.66 |
DisclosureSEC source: 0001127602-21-028686 · form4.xml · nonDerivative · entry 10 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,484 F2 · kind: Deemed disposition of underlying common stock to the issuer in an amount equal to the conversion price of the SARs. Read SEC document |
| November 08, 2021 Filed Nov 9, 2021 20:23 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 1,000 | $70.86 | $70,860.00 |
DisclosureSEC source: 0001127602-21-028686 · form4.xml · nonDerivative · entry 9 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,037 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 · kind: The Stock Appreciation Rights ("SARS") were settled in shared of common stock as per the terms of the award. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 20:23 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Appreciation Right · Derivative | 1,000 | $0.00 Strike: $70.86 | $0.00 |
DisclosureSEC source: 0001127602-21-028686 · form4.xml · derivative · entry 15 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,221 Underlying: Common Stock · 1,000 shares Expires 2028-05-01 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_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 20:23 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Appreciation Right · Derivative | 2,000 | $0.00 Strike: $70.86 | $0.00 |
DisclosureSEC source: 0001127602-21-028686 · form4.xml · derivative · entry 14 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,221 Underlying: Common Stock · 2,000 shares Expires 2028-05-01 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_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 20:23 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 300 | $125.88 | $37,764.00 |
DisclosureSEC source: 0001127602-21-028686 · form4.xml · nonDerivative · entry 8 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,037 F5 · price: The price reported is a weighted average price. Shares were sold in a series of transactions within the same trading day at prices ranging from $125.78 to $126.01, inclusive. Full information regarding the number of shares sold at each separate price is available upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 20:23 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 800 | $125.02 | $100,012.00 |
DisclosureSEC source: 0001127602-21-028686 · form4.xml · nonDerivative · entry 7 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,337 F4 · price: The price reported is a weighted average price. Shares were sold in a series of transactions within the same trading day at prices ranging from $124.738 to $125.51, inclusive. Full information regarding the number of shares sold at each separate price is available upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 20:23 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 132 | $128.35 | $16,942.20 |
DisclosureSEC source: 0001127602-21-028686 · form4.xml · nonDerivative · entry 6 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,137 F3 · kind: Withholding of shares to satisfy tax liability on exercise of SARs. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 20:23 UTC | STEPAN CO SCL · Entity 4733 | Disposition to issuerCommon Stock | 552 | $128.35 | $70,849.20 |
DisclosureSEC source: 0001127602-21-028686 · form4.xml · nonDerivative · entry 5 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,269 F2 · kind: Deemed disposition of underlying common stock to the issuer in an amount equal to the conversion price of the SARs. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 20:23 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 1,000 | $70.86 | $70,860.00 |
DisclosureSEC source: 0001127602-21-028686 · form4.xml · nonDerivative · entry 4 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,821 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 · kind: The Stock Appreciation Rights ("SARS") were settled in shared of common stock as per the terms of the award. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 20:23 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 254 | $124.95 | $31,737.30 |
DisclosureSEC source: 0001127602-21-028686 · form4.xml · nonDerivative · entry 3 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,821 F3 · kind: Withholding of shares to satisfy tax liability on exercise of SARs. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 20:23 UTC | STEPAN CO SCL · Entity 4733 | Disposition to issuerCommon Stock | 1,135 | $124.95 | $141,818.25 |
DisclosureSEC source: 0001127602-21-028686 · form4.xml · nonDerivative · entry 2 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,075 F2 · kind: Deemed disposition of underlying common stock to the issuer in an amount equal to the conversion price of the SARs. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 20:23 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 2,000 | $70.86 | $141,720.00 |
DisclosureSEC source: 0001127602-21-028686 · form4.xml · nonDerivative · entry 1 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,210 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 · kind: The Stock Appreciation Rights ("SARS") were settled in shared of common stock as per the terms of the award. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 19:34 UTC | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 5.157 | $130.87 | $674.90 |
DisclosureSEC source: 0001127602-21-020019 · form4.xml · derivative · entry 2 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,218.007 Underlying: Common Stock · 5.157 shares Expires not disclosed F2 · 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. F3 · derivative.exercise_price: Share units convert on a one-for-one basis into Common Stock. F5 · price: Price reported is the price of Common Stock on the date the dividend equivalents are payable pursuant to a dividend feature of the MIP. F4 · 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. F4 · 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 |
| May 10, 2021 Filed May 11, 2021 19:48 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 1,000 | $137.70 | $137,700.00 |
DisclosureSEC source: 0001127602-21-016213 · form4.xml · nonDerivative · entry 1 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,210 Read SEC document |
| May 03, 2021 Filed May 4, 2021 20:07 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,200 | $0.00 Strike: $70.86 | $0.00 |
DisclosureSEC source: 0001127602-21-015179 · form4.xml · derivative · entry 4 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,240 Underlying: Common Stock · 1,200 shares Expires 2028-05-01 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 |
| May 03, 2021 Filed May 4, 2021 20:07 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 1,000 | $133.41 | $133,410.00 |
DisclosureSEC source: 0001127602-21-015179 · form4.xml · nonDerivative · entry 3 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,210 Read SEC document |
| May 03, 2021 Filed May 4, 2021 20:07 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 1,200 | $133.28 | $159,932.40 |
DisclosureSEC source: 0001127602-21-015179 · form4.xml · nonDerivative · entry 2 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,210 Read SEC document |
| May 03, 2021 Filed May 4, 2021 20:07 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 1,200 | $70.86 | $85,032.00 |
DisclosureSEC source: 0001127602-21-015179 · form4.xml · nonDerivative · entry 1 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,410 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 |
| March 16, 2021 Filed Mar 17, 2021 18:33 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 350 | $128.04 | $44,814.00 |
DisclosureSEC source: 0001127602-21-010987 · form4.xml · nonDerivative · entry 4 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,857 Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 18:33 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Appreciation Right · Derivative | 1,100 | $0.00 Strike: $70.86 | $0.00 |
DisclosureSEC source: 0001127602-21-010987 · form4.xml · derivative · entry 7 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,221 Underlying: Common Stock · 1,100 shares Expires 2028-05-01 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 |
| March 15, 2021 Filed Mar 17, 2021 18:33 UTC | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 5.24 | $128.49 | $673.29 |
DisclosureSEC source: 0001127602-21-010987 · form4.xml · derivative · entry 6 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,212.85 Underlying: Common Stock · 5.24 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 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 |
| March 15, 2021 Filed Mar 17, 2021 18:33 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 146 | $129.87 | $18,961.02 |
DisclosureSEC source: 0001127602-21-010987 · form4.xml · nonDerivative · entry 3 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,207 F3 · kind: Withholding of shares to satisfy tax liability on exercise of SARs. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 18:33 UTC | STEPAN CO SCL · Entity 4733 | Disposition to issuerCommon Stock | 601 | $129.87 | $78,051.87 |
DisclosureSEC source: 0001127602-21-010987 · form4.xml · nonDerivative · entry 2 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,706 F2 · kind: Deemed disposition of underlying common stock to the issuer in an amount equal to the conversion price of the SARs. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 18:33 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 1,100 | $70.86 | $77,946.00 |
DisclosureSEC source: 0001127602-21-010987 · form4.xml · nonDerivative · entry 1 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,307 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 · kind: The Stock Appreciation Rights ("SARS") were settled in shares of common stock as per the terms of the award. Read SEC document |
| March 10, 2021 Filed Mar 11, 2021 14:41 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 400 | $129.49 | $51,796.00 |
DisclosureSEC source: 0001127602-21-010184 · form4.xml · nonDerivative · entry 1 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,207 Read SEC document |
| March 04, 2021 Filed Mar 8, 2021 16:50 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 747 | $121.27 | $90,588.69 |
DisclosureSEC source: 0001127602-21-009614 · form4.xml · nonDerivative · entry 1 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,607 F1 · kind: The transaction reported reflects the withholding of shares from the performance shares vested on February 17, 2021, which were reported on the Form 4 filed for the reporting person on February 19, 2021. Withholding of these shares were applied to the reporting person's account on the transaction date shown. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 22:36 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionPerformance Shares · Derivative | 2,822 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006858 · form4.xml · derivative · entry 6 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,822 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each performance share represents a contingent right to receive 1 share of Stepan Company Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2020. F1 · price: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2020. F4 · derivative.exercise_date: Each performance share represents a contingent right to receive 1 share of Stepan Company Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2020. F4 · derivative.expiration_date: Each performance share represents a contingent right to receive 1 share of Stepan Company Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2020. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 22:36 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 2,182 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006858 · form4.xml · derivative · entry 5 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,182 Underlying: Common Stock · 2,182 shares Expires not disclosed F3 · 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, 2023. F3 · 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, 2023. F3 · 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, 2023. F3 · 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, 2023. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 22:36 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 8,324 | $0.00 Strike: $123.73 | $0.00 |
DisclosureSEC source: 0001127602-21-006858 · form4.xml · derivative · entry 4 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,324 Underlying: Common Stock · 8,324 shares Expires 2031-02-16 F2 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 22:36 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Option (Right to Buy) · Derivative | 2,775 | $0.00 Strike: $123.73 | $0.00 |
DisclosureSEC source: 0001127602-21-006858 · form4.xml · derivative · entry 3 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,775 Underlying: Common Stock · 2,775 shares Expires 2031-02-16 F2 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 22:36 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 73.968 | $123.65 | $9,146.14 |
DisclosureSEC source: 0001127602-21-006858 · form4.xml · nonDerivative · entry 2 Rojo Luis · CIK 0001738439 · VP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Esop II Trust Disclosed balance after: 230.882 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.