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 |
|---|---|---|---|---|---|---|
| May 05, 2021 Filed May 6, 2021 19:56 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 184 | $72.99 | $13,430.16 |
DisclosureSEC source: 0001127602-21-015705 · form4.xml · nonDerivative · entry 10 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,237 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 04, 2021 Filed May 6, 2021 19:56 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Appreciation Right · Derivative | 578 | $0.00 Strike: $102.30 | $0.00 |
DisclosureSEC source: 0001127602-21-015705 · form4.xml · derivative · entry 16 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,158 Underlying: Common Stock · 578 shares Expires 2030-02-18 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 04, 2021 Filed May 6, 2021 19:56 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Appreciation Right · Derivative | 563 | $0.00 Strike: $92.29 | $0.00 |
DisclosureSEC source: 0001127602-21-015705 · form4.xml · derivative · entry 15 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563 Underlying: Common Stock · 563 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 04, 2021 Filed May 6, 2021 19:56 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Appreciation Right · Derivative | 552 | $0.00 Strike: $72.99 | $0.00 |
DisclosureSEC source: 0001127602-21-015705 · form4.xml · derivative · entry 14 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 · 552 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 04, 2021 Filed May 6, 2021 19:56 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 39 | $133.06 | $5,189.34 |
DisclosureSEC source: 0001127602-21-015705 · form4.xml · nonDerivative · entry 9 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,053 F3 · kind: Withholding of shares to satisfy tax liability on exercise of SARs. Read SEC document |
| May 04, 2021 Filed May 6, 2021 19:56 UTC | STEPAN CO SCL · Entity 4733 | Disposition to issuerCommon Stock | 441 | $133.06 | $58,679.46 |
DisclosureSEC source: 0001127602-21-015705 · form4.xml · nonDerivative · entry 8 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,216 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 |
| May 04, 2021 Filed May 6, 2021 19:56 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 578 | $102.30 | $59,129.40 |
DisclosureSEC source: 0001127602-21-015705 · form4.xml · nonDerivative · entry 7 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,344 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 |
| May 04, 2021 Filed May 6, 2021 19:56 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 51 | $133.06 | $6,786.06 |
DisclosureSEC source: 0001127602-21-015705 · form4.xml · nonDerivative · entry 6 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,092 F3 · kind: Withholding of shares to satisfy tax liability on exercise of SARs. Read SEC document |
| May 04, 2021 Filed May 6, 2021 19:56 UTC | STEPAN CO SCL · Entity 4733 | Disposition to issuerCommon Stock | 387 | $133.06 | $51,494.22 |
DisclosureSEC source: 0001127602-21-015705 · form4.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: 211,657 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 |
| May 04, 2021 Filed May 6, 2021 19:56 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 563 | $92.29 | $51,959.27 |
DisclosureSEC source: 0001127602-21-015705 · form4.xml · nonDerivative · entry 4 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,766 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 |
| May 04, 2021 Filed May 6, 2021 19:56 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 73 | $133.06 | $9,713.38 |
DisclosureSEC source: 0001127602-21-015705 · form4.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: 211,143 F3 · kind: Withholding of shares to satisfy tax liability on exercise of SARs. Read SEC document |
| May 04, 2021 Filed May 6, 2021 19:56 UTC | STEPAN CO SCL · Entity 4733 | Disposition to issuerCommon Stock | 300 | $133.06 | $39,918.00 |
DisclosureSEC source: 0001127602-21-015705 · 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: 212,044 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 |
| May 04, 2021 Filed May 6, 2021 19:56 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 552 | $72.99 | $40,290.48 |
DisclosureSEC source: 0001127602-21-015705 · 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: 211,203 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 04, 2021 Filed Mar 8, 2021 18:07 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 112 | $121.27 | $13,582.24 |
DisclosureSEC source: 0001127602-21-009626 · 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: 210,651 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 23:00 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionPerformance Shares · Derivative | 438 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006866 · form4.xml · derivative · entry 11 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 · 438 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 23:00 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 1,455 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006866 · form4.xml · derivative · entry 10 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,455 Underlying: Common Stock · 1,455 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 23:00 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 5,549 | $0.00 Strike: $123.73 | $0.00 |
DisclosureSEC source: 0001127602-21-006866 · form4.xml · derivative · entry 9 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,549 Underlying: Common Stock · 5,549 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 23:00 UTC | STEPAN CO SCL · Entity 4733 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,850 | $0.00 Strike: $123.73 | $0.00 |
DisclosureSEC source: 0001127602-21-006866 · form4.xml · derivative · entry 8 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,850 Underlying: Stock Option (Right to Buy) · 1,850 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 23:00 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 55.207 | $123.65 | $6,826.35 |
DisclosureSEC source: 0001127602-21-006866 · form4.xml · nonDerivative · entry 7 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: 916.056 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 23:00 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 381 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006866 · form4.xml · nonDerivative · entry 6 Stepan Richard Finn · CIK 0001839533 · V.P. and Gen'l. Mgr., Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,763 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, 2020. Read SEC document |
| January 04, 2021 Filed Feb 19, 2021 23:00 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 240 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006866 · 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: 22,647 Read SEC document |
| January 04, 2021 Filed Feb 19, 2021 23:00 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 240 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006866 · 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: 22,647 Read SEC document |
| January 04, 2021 Filed Feb 19, 2021 23:00 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 240 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006866 · 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: 22,647 Read SEC document |
| January 04, 2021 Filed Feb 19, 2021 23:00 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 240 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006866 · 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: 22,547 Read SEC document |
| January 04, 2021 Filed Feb 19, 2021 23:00 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 240 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006866 · 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: 210,382 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.