Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STEPAN COSCL · Entity 4733 | VP & GM Surfactants | 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 | 14,205.2335 |
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 14,205.2335 |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $50.06 · Expires 2036-03-03 | Direct | 6,440 |
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 6,440 · Balance 6,440 F1: 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: Vest ratably over three years beginning on the date shown. |
| Performance SharesSEC Table II · derivative / convertible security | Direct | 2,247 |
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 2,247 · Balance 2,247 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-03-02 | Direct | 4,495 |
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 4,495 · Balance 4,495 F5: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Stepan Company common stock. F2: Vest ratably over three years beginning on the date shown. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP II Trust | 4,478.351 |
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 4,478.351 |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Vest 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Stepan Company common stock.
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, 2023 Filed Feb 17, 2023 00:40 UTC | STEPAN CO SCL · Entity 4733 | GrantRestricted Stock Units · Derivative | 1,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005697 · form4.xml · derivative · entry 5 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Surfactants 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,365 Underlying: Restricted Stock Units · 1,365 shares Expires 2026-02-14 F5 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Stepan Company common stock. F6 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 14, 2023 Filed Feb 17, 2023 00:40 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 2,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005697 · form4.xml · derivative · entry 4 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Surfactants 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,729 Underlying: Common Stock · 2,729 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, 2025. 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, 2025. 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, 2025. Read SEC document |
| February 14, 2023 Filed Feb 17, 2023 00:40 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionPerformance Shares · Derivative | 1,760 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005697 · form4.xml · derivative · entry 3 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Surfactants 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,760 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 00:40 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 2,875 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005697 · form4.xml · nonDerivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Surfactants 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,321.615 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. F2 · balance_after: Includes exempt acquisitions under Rule 16b-3(c) and Rule 16b-3(d) since the date of the reporting person's last report. Read SEC document |
| March 04, 2022 Filed Mar 7, 2022 17:57 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 698 | $102.49 | $71,538.02 |
DisclosureSEC source: 0001127602-22-008354 · form4.xml · nonDerivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Surfactants 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,427.3466 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. F2 · balance_after: Includes exempt acquisitions under Rule 16b-3(c) and Rule 16b-3(d) since the date of the reporting person's last report. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 17:46 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 2,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005705 · form4.xml · derivative · entry 5 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Surfactants 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,157 Underlying: Common Stock · 2,157 shares Expires not disclosed F5 · 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. F5 · 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. F5 · 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 17:46 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 10,087 | $0.00 Strike: $111.26 | $0.00 |
DisclosureSEC source: 0001127602-22-005705 · form4.xml · derivative · entry 4 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Surfactants 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,087 Underlying: Common Stock · 10,087 shares Expires 2032-02-15 F4 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 17:46 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 76.787 | $111.26 | $8,543.32 |
DisclosureSEC source: 0001127602-22-005705 · form4.xml · nonDerivative · entry 2 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Surfactants 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP II Trust Disclosed balance after: 4,099.808 F3 · 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 17:46 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionPerformance Shares · Derivative | 1,950 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005705 · form4.xml · derivative · entry 3 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Surfactants 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,950 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 17:46 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 2,381 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005705 · form4.xml · nonDerivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Surfactants 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,123.4933 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. F2 · balance_after: Includes exempt acquisitions under Rule 16b-3(c) and Rule 16b-3(d) since the date of the reporting person's last report. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 19:29 UTC | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 12.668 | $130.87 | $1,657.86 |
DisclosureSEC source: 0001127602-21-020017 · form4.xml · derivative · entry 2 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Surfactants 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,448.23 Underlying: Common Stock · 12.668 shares Expires not disclosed F2 · security: Share Units 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 equivalent 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 |
| March 15, 2021 Filed Mar 17, 2021 19:26 UTC | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 12.872 | $128.49 | $1,653.92 |
DisclosureSEC source: 0001127602-21-011008 · form4.xml · derivative · entry 2 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Surfactants 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,435.562 Underlying: Common Stock · 12.872 shares Expires not disclosed F2 · security: Share Units 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 equivalent 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 |
| March 04, 2021 Filed Mar 8, 2021 18:00 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 489 | $121.27 | $59,301.03 |
DisclosureSEC source: 0001127602-21-009623 · form4.xml · nonDerivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Surfactants 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,724.3261 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 22:52 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionPerformance Shares · Derivative | 1,918 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006864 · form4.xml · derivative · entry 6 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Surfactants 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,918 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 22:52 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 1,940 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006864 · form4.xml · derivative · entry 5 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Surfactants 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,940 Underlying: Common Stock · 1,940 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 22:52 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 7,400 | $0.00 Strike: $123.73 | $0.00 |
DisclosureSEC source: 0001127602-21-006864 · form4.xml · derivative · entry 4 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Surfactants 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,400 Underlying: Common Stock · 7,400 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 22:52 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Option (Right to Buy) · Derivative | 2,467 | $0.00 Strike: $123.73 | $0.00 |
DisclosureSEC source: 0001127602-21-006864 · form4.xml · derivative · entry 3 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Surfactants 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,467 Underlying: Common Stock · 2,467 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 22:52 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 73.968 | $123.65 | $9,146.14 |
DisclosureSEC source: 0001127602-21-006864 · form4.xml · nonDerivative · entry 2 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Surfactants 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP II Trust Disclosed balance after: 3,982.453 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 22:52 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 1,668 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006864 · form4.xml · nonDerivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Surfactants 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,211.6445 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 |
| December 15, 2020 Filed Dec 17, 2020 23:20 UTC | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 13.813 | $119.43 | $1,649.69 |
DisclosureSEC source: 0001127602-20-031848 · form4.xml · derivative · entry 2 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,422.69 Underlying: Common Stock · 13.813 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 equivalent 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 |
| September 15, 2020 Filed Sep 17, 2020 21:44 UTC | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 12.757 | $116.32 | $1,483.89 |
DisclosureSEC source: 0001127602-20-025333 · form4.xml · derivative · entry 2 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,408.877 Underlying: Common Stock · 12.757 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 equivalent 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 |
| September 09, 2020 Filed Sep 11, 2020 23:03 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,608 | $0.00 Strike: $72.99 | $0.00 |
DisclosureSEC source: 0001127602-20-024993 · form4.xml · derivative · entry 10 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 805 Underlying: Common Stock · 1,608 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 |
| September 09, 2020 Filed Sep 11, 2020 23:03 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Appreciation Right · Derivative | 4,825 | $0.00 Strike: $72.99 | $0.00 |
DisclosureSEC source: 0001127602-20-024993 · form4.xml · derivative · entry 9 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,413 Underlying: Common Stock · 4,825 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 |
| September 09, 2020 Filed Sep 11, 2020 23:03 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 1,147 | $117.37 | $134,621.10 |
DisclosureSEC source: 0001127602-20-024993 · form4.xml · nonDerivative · entry 7 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,535.2021 F6 · 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 $117.08 to $117.65, 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. F7 · balance_after: The total direct holdings reported in this column reflect total direct holdings of 5535.2021 shares prior to the reported transactions based on the Company's current records and which updates the total holdings that were previously incorrectly reported. Read SEC document |
| September 09, 2020 Filed Sep 11, 2020 23:03 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 200 | $117.53 | $23,506.00 |
DisclosureSEC source: 0001127602-20-024993 · form4.xml · nonDerivative · entry 6 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,682.2021 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 $117.51 to $117.55, 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 |
| September 09, 2020 Filed Sep 11, 2020 23:03 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 1,408 | $116.70 | $164,312.19 |
DisclosureSEC source: 0001127602-20-024993 · form4.xml · nonDerivative · entry 5 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,882.2021 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 $116.50 to $117.47, 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 |
| September 09, 2020 Filed Sep 11, 2020 23:03 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 1,608 | $72.99 | $117,367.92 |
DisclosureSEC source: 0001127602-20-024993 · form4.xml · nonDerivative · entry 4 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,290.2021 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 |
| September 09, 2020 Filed Sep 11, 2020 23:03 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 682 | $117.57 | $80,179.33 |
DisclosureSEC source: 0001127602-20-024993 · form4.xml · nonDerivative · entry 3 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,682.2021 F3 · kind: Withholding of shares to satisfy tax liability on exercise of SARs. Read SEC document |
| September 09, 2020 Filed Sep 11, 2020 23:03 UTC | STEPAN CO SCL · Entity 4733 | Disposition to issuerCommon Stock | 2,996 | $117.57 | $352,224.74 |
DisclosureSEC source: 0001127602-20-024993 · form4.xml · nonDerivative · entry 2 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,364.2021 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 |
| September 09, 2020 Filed Sep 11, 2020 23:03 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 4,825 | $72.99 | $352,176.75 |
DisclosureSEC source: 0001127602-20-024993 · form4.xml · nonDerivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,360.2021 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 |
| June 15, 2020 Filed Jun 17, 2020 16:47 UTC | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 15.4 | $96.08 | $1,479.63 |
DisclosureSEC source: 0001127602-20-019857 · form4.xml · derivative · entry 3 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,396.12 Underlying: Common Stock · 15.4 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 equivalent 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 |
| March 13, 2020 Filed Jun 17, 2020 16:47 UTC | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 17.771 | $82.99 | $1,474.82 |
DisclosureSEC source: 0001127602-20-019857 · form4.xml · derivative · entry 2 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,380.72 Underlying: Common Stock · 17.771 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 equivalent 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 |
| March 03, 2020 Filed Mar 5, 2020 19:55 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 180 | $89.55 | $16,119.00 |
DisclosureSEC source: 0001127602-20-009583 · form4.xml · nonDerivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,923.6349 F1 · kind: The transaction reported reflects the withholding of shares from the performance shares vested on February 19, 2020, which were reported on the Form 4 filed for the reporting person on February 21, 2020. Withholding of these shares were applied to the reporting person's account on the transaction date shown. Read SEC document |
| February 24, 2020 Filed Feb 27, 2020 00:44 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 79.562 | $98.37 | $7,826.51 |
DisclosureSEC source: 0001127602-20-008035 · form4.xml · nonDerivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP II Trust Disclosed balance after: 3,864.555 Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 19:53 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionPerformance Shares · Derivative | 764 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006882 · form4.xml · derivative · entry 5 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 764 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 one share of Stepan Company Common Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2019. F1 · price: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2019. 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, 2019. 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, 2019. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 19:53 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 1,760 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006882 · form4.xml · derivative · entry 4 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,760 Underlying: Common Stock · 1,760 shares Expires not disclosed F3 · 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, 2022. F3 · 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, 2022. F3 · 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, 2022. F3 · 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, 2022. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 19:53 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 7,810 | $0.00 Strike: $102.30 | $0.00 |
DisclosureSEC source: 0001127602-20-006882 · form4.xml · derivative · entry 3 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,810 Underlying: Common Stock · 7,810 shares Expires 2030-02-18 F2 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 19:53 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Option (Right to Buy) · Derivative | 2,603 | $0.00 Strike: $102.30 | $0.00 |
DisclosureSEC source: 0001127602-20-006882 · form4.xml · derivative · entry 2 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,603 Underlying: Common Stock · 2,603 shares Expires 2030-02-18 F2 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 19:53 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 613.492 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006882 · form4.xml · nonDerivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,700.6969 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, 2019. Read SEC document |
| December 13, 2019 Filed Dec 17, 2019 18:13 UTC | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 14.927 | $98.53 | $1,470.76 |
DisclosureSEC source: 0001127602-19-035152 · form4.xml · derivative · entry 2 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,362.949 Underlying: Common Stock · 14.927 shares Expires not disclosed F2 · security: Share Units 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 equivalent 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 |
| September 13, 2019 Filed Sep 17, 2019 18:39 UTC | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 13.485 | $98.90 | $1,333.67 |
DisclosureSEC source: 0001127602-19-028556 · form4.xml · derivative · entry 14 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,348.022 Underlying: Common Stock · 13.485 shares Expires not disclosed F4 · security: Share Units 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. F5 · derivative.exercise_price: Share Units convert on a one-for-one basis into Common Stock. F7 · price: Price reported is the price of Common Stock on the date the dividend equivalents are payable pursuant to a dividend equivalent feature of the MIP. F6 · 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. F6 · derivative.expiration_date: Reflects acquisition of Share Units pursuant to a dividend equivalent feature of the MIP, generally payable at end of employment, unless otherwise elected. Read SEC document |
| September 13, 2019 Filed Sep 17, 2019 18:39 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Appreciation Right · Derivative | 3,997 | $0.00 Strike: $58.22 | $0.00 |
DisclosureSEC source: 0001127602-19-028556 · form4.xml · derivative · entry 13 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,997 shares Expires 2024-04-28 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 |
| September 13, 2019 Filed Sep 17, 2019 18:39 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Appreciation Right · Derivative | 1,888 | $0.00 Strike: $61.91 | $0.00 |
DisclosureSEC source: 0001127602-19-028556 · form4.xml · derivative · entry 12 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,888 shares Expires 2024-02-17 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 |
| September 13, 2019 Filed Sep 17, 2019 18:39 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,332 | $0.00 Strike: $58.22 | $0.00 |
DisclosureSEC source: 0001127602-19-028556 · form4.xml · derivative · entry 11 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,332 shares Expires 2024-04-28 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 |
| September 13, 2019 Filed Sep 17, 2019 18:39 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Option (Right to Buy) · Derivative | 629 | $0.00 Strike: $61.91 | $0.00 |
DisclosureSEC source: 0001127602-19-028556 · form4.xml · derivative · entry 10 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 629 shares Expires 2024-02-17 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 |
| September 13, 2019 Filed Sep 17, 2019 18:39 UTC | STEPAN CO SCL · Entity 4733 | Disposition to issuerCommon Stock | 3,997 | $99.39 | $397,261.83 |
DisclosureSEC source: 0001127602-19-028556 · form4.xml · nonDerivative · entry 8 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,448.0797 F2 · kind: The Stock Appreciation Rights were settled in cash as per the terms of the award. For reporting purposes, however, the transaction is deemed to be a simultaneous acquisition and disposition of the underlying common stock and is reflected as such in this report. Read SEC document |
| September 13, 2019 Filed Sep 17, 2019 18:39 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 3,997 | $58.22 | $232,705.34 |
DisclosureSEC source: 0001127602-19-028556 · form4.xml · nonDerivative · entry 7 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,445.0797 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 |
| September 13, 2019 Filed Sep 17, 2019 18:39 UTC | STEPAN CO SCL · Entity 4733 | Disposition to issuerCommon Stock | 1,888 | $99.33 | $187,535.04 |
DisclosureSEC source: 0001127602-19-028556 · form4.xml · nonDerivative · entry 6 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,448.0797 F2 · kind: The Stock Appreciation Rights were settled in cash as per the terms of the award. For reporting purposes, however, the transaction is deemed to be a simultaneous acquisition and disposition of the underlying common stock and is reflected as such in this report. Read SEC document |
| September 13, 2019 Filed Sep 17, 2019 18:39 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 1,888 | $61.91 | $116,886.08 |
DisclosureSEC source: 0001127602-19-028556 · form4.xml · nonDerivative · entry 5 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,336.0797 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 |
| September 13, 2019 Filed Sep 17, 2019 18:39 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 1,332 | $99.29 | $132,250.28 |
DisclosureSEC source: 0001127602-19-028556 · form4.xml · nonDerivative · entry 4 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,448.0797 F1 · 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 $99.241 to $99.370, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.