Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STEPAN COSCL · Entity 4733 | V.P. and Gen'l. Mgr., Polymers | 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 | 241,395.915 |
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 241,395.915 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-03-02 | Direct | 4,994 |
Reported balance
After 2026-03-02 transaction · row 8
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 8 · 2026-03-02 · Grant · Acquired 4,994 · Balance 4,994 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 | 2,497 |
Reported balance
After 2026-03-02 transaction · row 9
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 9 · 2026-03-02 · Grant · Acquired 2,497 · Balance 2,497 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 | 7,155 |
Reported balance
After 2026-03-02 transaction · row 10
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 10 · 2026-03-02 · Grant · Acquired 7,155 · Balance 7,155 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. F6: Vests ratably over three years beginning on the date shown. |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter | 43,439 |
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 43,439 |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter | 43,439 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · Balance 43,439 |
| Common StockSEC Table I · non-derivative | IndirectBy Son | 43,439 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · Balance 43,439 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 5,174 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 5
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 5 · Balance 5,174 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 95,416 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 6
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 6 · Balance 95,416 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP II Trust | 1,238.22 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 7
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 7 · Balance 1,238.22 |
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.
F6: Vests ratably over three years beginning on the date shown.
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 22:51 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionRestricted Stock Units · Derivative | 341 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-005419 · form4.xml · derivative · entry 4 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 682 Underlying: Restricted Stock Units · 341 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 restrited 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 22:51 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 118 | $89.03 | $10,505.54 |
DisclosureSEC source: 0001127602-24-005419 · form4.xml · nonDerivative · entry 3 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,269 F3 · kind: Withholding of shares to satisfy tax liability on exercise of SARs. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 22:51 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 341 | $89.03 | $30,359.23 |
DisclosureSEC source: 0001127602-24-005419 · form4.xml · nonDerivative · entry 2 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,387 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 |
| October 23, 2023 Filed Oct 24, 2023 21:08 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 9,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026215 · form4.xml · nonDerivative · entry 11 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 92,967 Read SEC document |
| October 23, 2023 Filed Oct 24, 2023 21:08 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 63,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026215 · form4.xml · nonDerivative · entry 9 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,046 Read SEC document |
| October 20, 2023 Filed Oct 24, 2023 21:08 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 17,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026215 · form4.xml · nonDerivative · entry 10 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 83,850 Read SEC document |
| October 20, 2023 Filed Oct 24, 2023 21:08 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 11,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026215 · form4.xml · nonDerivative · entry 8 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,226 Read SEC document |
| October 20, 2023 Filed Oct 24, 2023 21:08 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 11,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026215 · form4.xml · nonDerivative · entry 7 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,978 Read SEC document |
| October 20, 2023 Filed Oct 24, 2023 21:08 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 11,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026215 · form4.xml · nonDerivative · entry 6 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,730 Read SEC document |
| October 20, 2023 Filed Oct 24, 2023 21:08 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 11,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026215 · form4.xml · nonDerivative · entry 5 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: No plan indicated Ownership: Indirect · By Son Disclosed balance after: 42,935 Read SEC document |
| October 20, 2023 Filed Oct 24, 2023 21:08 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 11,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026215 · form4.xml · nonDerivative · entry 4 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter Disclosed balance after: 42,935 Read SEC document |
| October 20, 2023 Filed Oct 24, 2023 21:08 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 11,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026215 · form4.xml · nonDerivative · entry 3 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter Disclosed balance after: 42,935 Read SEC document |
| October 20, 2023 Filed Oct 24, 2023 21:08 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 17,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026215 · form4.xml · nonDerivative · entry 1 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 4,985 Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 19:23 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 580 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010427 · form4.xml · nonDerivative · entry 5 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 31,183 Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 19:23 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 580 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010427 · form4.xml · nonDerivative · entry 4 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 31,183 Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 19:23 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 580 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010427 · form4.xml · nonDerivative · entry 3 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 31,183 Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 19:23 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 156 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010427 · form4.xml · nonDerivative · entry 2 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 22,835 Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 19:23 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 156 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010427 · form4.xml · nonDerivative · entry 1 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,482 Read SEC document |
| March 06, 2023 Filed Mar 7, 2023 16:45 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 479 | $105.06 | $50,323.74 |
DisclosureSEC source: 0001127602-23-009219 · form4.xml · nonDerivative · entry 2 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,326 F2 · 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 $105.01 to $105.25, 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 |
| March 03, 2023 Filed Mar 7, 2023 16:45 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 222 | $104.97 | $23,302.23 |
DisclosureSEC source: 0001127602-23-009219 · form4.xml · nonDerivative · entry 1 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,805 F1 · kind: The transaction reported reflects the withholding of shares from the performance shares vested on February 14, 2023, which were reported on the Form 4 filed for the reporting person on February 16, 2023. Withholding of these shares was applied to the reporting person's account on the transaction date shown. Read SEC document |
| February 17, 2023 Filed Feb 21, 2023 23:11 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 90.31 | $109.49 | $9,888.04 |
DisclosureSEC source: 0001127602-23-006285 · form4.xml · nonDerivative · entry 1 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP II Trust Disclosed balance after: 1,106.195 Read SEC document |
| February 14, 2023 Filed Feb 17, 2023 00:58 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 2,847 | $0.00 Strike: $109.92 | $0.00 |
DisclosureSEC source: 0001127602-23-005703 · form4.xml · derivative · entry 5 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,847 Underlying: Common Stock · 2,847 shares Expires 2033-02-14 F4 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 14, 2023 Filed Feb 17, 2023 00:58 UTC | STEPAN CO SCL · Entity 4733 | GrantRestricted Stock Units · Derivative | 1,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005703 · form4.xml · derivative · entry 4 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,023 Underlying: Restricted Stock Units · 1,023 shares Expires 2026-02-14 F3 · derivative.exercise_price: Each restrited stock unit ("RSU") represents a contingent right to receive one share of Stepan Company common stock. F4 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 14, 2023 Filed Feb 17, 2023 00:58 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 2,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005703 · form4.xml · derivative · entry 3 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,047 Underlying: Common Stock · 2,047 shares Expires not disclosed F2 · 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. F2 · 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. F2 · 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 00:58 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionPerformance Shares · Derivative | 391 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005703 · form4.xml · derivative · entry 2 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 391 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 00:58 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 639 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005703 · form4.xml · nonDerivative · entry 1 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,027 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 |
| August 26, 2022 Filed Feb 10, 2023 21:59 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 132 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004504 · form5.xml · nonDerivative · entry 14 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 22,679 Read SEC document |
| August 26, 2022 Filed Feb 10, 2023 21:59 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 132 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004504 · form5.xml · nonDerivative · entry 13 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,388 Read SEC document |
| August 26, 2022 Filed Feb 10, 2023 21:59 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 132 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004504 · form5.xml · nonDerivative · entry 12 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 30,603 Read SEC document |
| August 26, 2022 Filed Feb 10, 2023 21:59 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 132 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004504 · form5.xml · nonDerivative · entry 11 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 30,603 Read SEC document |
| August 26, 2022 Filed Feb 10, 2023 21:59 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 132 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004504 · form5.xml · nonDerivative · entry 10 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 30,603 Read SEC document |
| August 26, 2022 Filed Feb 10, 2023 21:59 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 324 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004504 · form5.xml · nonDerivative · entry 9 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 30,603 Read SEC document |
| August 26, 2022 Filed Feb 10, 2023 21:59 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 324 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004504 · form5.xml · nonDerivative · entry 8 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 30,603 Read SEC document |
| August 26, 2022 Filed Feb 10, 2023 21:59 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 324 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004504 · form5.xml · nonDerivative · entry 7 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 30,603 Read SEC document |
| August 11, 2022 Filed Feb 10, 2023 21:59 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004504 · form5.xml · nonDerivative · entry 6 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 30,603 Read SEC document |
| August 11, 2022 Filed Feb 10, 2023 21:59 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004504 · form5.xml · nonDerivative · entry 5 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,388 Read SEC document |
| August 11, 2022 Filed Feb 10, 2023 21:59 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004504 · form5.xml · nonDerivative · entry 4 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 30,603 Read SEC document |
| August 11, 2022 Filed Feb 10, 2023 21:59 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004504 · form5.xml · nonDerivative · entry 3 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,388 Read SEC document |
| August 11, 2022 Filed Feb 10, 2023 21:59 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004504 · form5.xml · nonDerivative · entry 2 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 30,603 Read SEC document |
| August 11, 2022 Filed Feb 10, 2023 21:59 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004504 · form5.xml · nonDerivative · entry 1 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,388 Read SEC document |
| March 04, 2022 Filed Mar 7, 2022 18:57 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 155 | $102.49 | $15,885.95 |
DisclosureSEC source: 0001127602-22-008374 · form4.xml · nonDerivative · entry 1 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,756 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 17, 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 02:33 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 1,618 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005648 · form4.xml · derivative · entry 5 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,618 Underlying: Common Stock · 1,618 shares Expires not disclosed F4 · 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, 2024. F4 · 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, 2024. F4 · 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, 2024. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 02:33 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 7,565 | $111.26 Strike: $111.26 | $841,681.90 |
DisclosureSEC source: 0001127602-22-005648 · form4.xml · derivative · entry 4 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,565 Underlying: Common Stock · 7,565 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 02:33 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 76.787 | $111.26 | $8,543.32 |
DisclosureSEC source: 0001127602-22-005648 · form4.xml · nonDerivative · entry 2 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP II Trust Disclosed balance after: 1,002.175 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 02:33 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionPerformance Shares · Derivative | 433 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005648 · form4.xml · derivative · entry 3 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 433 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 02:33 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 529 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005648 · form4.xml · nonDerivative · entry 1 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,911 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 |
| May 05, 2021 Filed May 6, 2021 19:56 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Option (Right to Buy) · Derivative | 188 | $0.00 Strike: $92.29 | $0.00 |
DisclosureSEC source: 0001127602-21-015705 · form4.xml · derivative · entry 18 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188 Underlying: Common Stock · 188 shares Expires 2029-02-19 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 05, 2021 Filed May 6, 2021 19:56 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Option (Right to Buy) · Derivative | 184 | $0.00 Strike: $72.99 | $0.00 |
DisclosureSEC source: 0001127602-21-015705 · form4.xml · derivative · entry 17 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 184 shares Expires 2028-02-20 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 05, 2021 Filed May 6, 2021 19:56 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 1,043 | $135.11 | $140,920.77 |
DisclosureSEC source: 0001127602-21-015705 · form4.xml · nonDerivative · entry 12 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,382 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 $135.00 to $135.38, 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 |
| May 05, 2021 Filed May 6, 2021 19:56 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 188 | $92.29 | $17,350.52 |
DisclosureSEC source: 0001127602-21-015705 · form4.xml · nonDerivative · entry 11 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,425 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.