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 |
|---|---|---|---|---|---|---|
| September 13, 2019 Filed Sep 17, 2019 18:39 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 1,332 | $58.22 | $77,549.04 |
DisclosureSEC source: 0001127602-19-028556 · form4.xml · nonDerivative · entry 3 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,780.0797 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 | 629 | $99.32 | $62,472.28 |
DisclosureSEC source: 0001127602-19-028556 · form4.xml · nonDerivative · entry 2 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,448.0797 Read SEC document |
| September 13, 2019 Filed Sep 17, 2019 18:39 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 629 | $61.91 | $38,941.39 |
DisclosureSEC source: 0001127602-19-028556 · form4.xml · nonDerivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,077.0797 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 |
| August 09, 2019 Filed Aug 13, 2019 18:45 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Appreciation Right · Derivative | 1,208 | $0.00 Strike: $63.11 | $0.00 |
DisclosureSEC source: 0001127602-19-026505 · 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 · 1,208 shares Expires 2023-02-18 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 |
| August 09, 2019 Filed Aug 13, 2019 18:45 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Option (Right to Buy) · Derivative | 574 | $0.00 Strike: $43.85 | $0.00 |
DisclosureSEC source: 0001127602-19-026505 · form4.xml · derivative · entry 9 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 574 shares Expires 2026-02-22 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 |
| August 09, 2019 Filed Aug 13, 2019 18:45 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Option (Right to Buy) · Derivative | 518 | $0.00 Strike: $63.11 | $0.00 |
DisclosureSEC source: 0001127602-19-026505 · form4.xml · derivative · entry 8 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 518 shares Expires 2023-02-18 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 |
| August 09, 2019 Filed Aug 13, 2019 18:45 UTC | STEPAN CO SCL · Entity 4733 | Disposition to issuerCommon Stock | 1,208 | $96.10 | $116,088.80 |
DisclosureSEC source: 0001127602-19-026505 · form4.xml · nonDerivative · entry 6 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,074.9717 F3 · kind: The Stock Appreciation Rights ("SARS") were settled in shares of common stock 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 |
| August 09, 2019 Filed Aug 13, 2019 18:45 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 1,208 | $63.11 | $76,236.88 |
DisclosureSEC source: 0001127602-19-026505 · form4.xml · nonDerivative · entry 5 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,282.9717 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 |
| August 09, 2019 Filed Aug 13, 2019 18:45 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 574 | $95.12 | $54,599.45 |
DisclosureSEC source: 0001127602-19-026505 · form4.xml · nonDerivative · entry 4 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500.9717 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 $95.030 to $95.610, 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 |
| August 09, 2019 Filed Aug 13, 2019 18:45 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 574 | $43.85 | $25,169.90 |
DisclosureSEC source: 0001127602-19-026505 · form4.xml · nonDerivative · entry 3 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,074.9717 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 |
| August 09, 2019 Filed Aug 13, 2019 18:45 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 518 | $95.11 | $49,264.91 |
DisclosureSEC source: 0001127602-19-026505 · form4.xml · nonDerivative · entry 2 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,556.9717 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 $95.000 to $95.940, 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 |
| August 09, 2019 Filed Aug 13, 2019 18:45 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 518 | $63.11 | $32,690.98 |
DisclosureSEC source: 0001127602-19-026505 · form4.xml · nonDerivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,074.9717 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 |
| July 31, 2019 Filed Aug 1, 2019 21:45 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Option (Right to Buy) · Derivative | 959 | $0.00 Strike: $43.85 | $0.00 |
DisclosureSEC source: 0001127602-19-025709 · form4.xml · derivative · entry 11 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 574 Underlying: Common Stock · 959 shares Expires 2026-02-22 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 |
| July 31, 2019 Filed Aug 1, 2019 21:45 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 80 | $101.60 | $8,127.76 |
DisclosureSEC source: 0001127602-19-025709 · form4.xml · nonDerivative · entry 8 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,953.9717 F7 · 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 $101.520 to $101.655, 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 |
| July 31, 2019 Filed Aug 1, 2019 21:45 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 879 | $100.79 | $88,595.29 |
DisclosureSEC source: 0001127602-19-025709 · form4.xml · nonDerivative · entry 7 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,074.9717 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 $100.500 to $101.480, 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 |
| July 31, 2019 Filed Aug 1, 2019 21:45 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 959 | $43.85 | $42,052.15 |
DisclosureSEC source: 0001127602-19-025709 · form4.xml · nonDerivative · entry 6 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,033.9717 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 |
| July 31, 2019 Filed Aug 1, 2019 21:45 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 959 | $100.58 | $96,459.10 |
DisclosureSEC source: 0001127602-19-025709 · form4.xml · nonDerivative · entry 5 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,074.9717 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 $100.500 to $101.655, 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 |
| July 30, 2019 Filed Aug 1, 2019 21:45 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Appreciation Right · Derivative | 4,598 | $0.00 Strike: $43.85 | $0.00 |
DisclosureSEC source: 0001127602-19-025709 · 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 · 4,598 shares Expires 2026-02-22 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 |
| July 30, 2019 Filed Aug 1, 2019 21:45 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 1,500 | $96.74 | $145,110.00 |
DisclosureSEC source: 0001127602-19-025709 · form4.xml · nonDerivative · entry 4 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 476.9717 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 $96.460 to $97.130, 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 |
| July 30, 2019 Filed Aug 1, 2019 21:45 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 1,013 | $96.73 | $97,987.49 |
DisclosureSEC source: 0001127602-19-025709 · form4.xml · nonDerivative · entry 3 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,976.9717 F3 · kind: Withholding of shares to satisfy tax liability on exercise of SARs. Read SEC document |
| July 30, 2019 Filed Aug 1, 2019 21:45 UTC | STEPAN CO SCL · Entity 4733 | Disposition to issuerCommon Stock | 2,085 | $96.73 | $201,682.05 |
DisclosureSEC source: 0001127602-19-025709 · form4.xml · nonDerivative · entry 2 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,989.9717 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 |
| July 30, 2019 Filed Aug 1, 2019 21:45 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 4,598 | $43.85 | $201,622.30 |
DisclosureSEC source: 0001127602-19-025709 · form4.xml · nonDerivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,074.9717 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 14, 2019 Filed Jun 18, 2019 20:52 UTC | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 14.495 | $91.76 | $1,330.06 |
DisclosureSEC source: 0001127602-19-022032 · form4.xml · derivative · entry 3 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,334.537 Underlying: Common Stock · 14.495 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, 2019 Filed Jun 18, 2019 20:52 UTC | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 14.897 | $89.03 | $1,326.28 |
DisclosureSEC source: 0001127602-19-022032 · form4.xml · derivative · entry 2 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,320.042 Underlying: Common Stock · 14.897 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, 2019 Filed Mar 6, 2019 21:11 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 737 | $93.43 | $68,857.91 |
DisclosureSEC source: 0001127602-19-010283 · form4.xml · nonDerivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,061.7134 F1 · kind: The transaction reported reflects the withholding of shares from the performance shares vested on February 20, 2019, which were reported on the Form 4 filed for the reporting person on February 22, 2019. Withholding of these shares were applied to the reporting person's account on the transaction date shown. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:49 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionPerformance Shares · Derivative | 1,368 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-007750 · form4.xml · derivative · entry 6 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,368 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, 2018. F1 · price: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2018. 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, 2018. 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, 2018. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:49 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 1,950 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-007750 · form4.xml · derivative · entry 5 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,950 Underlying: Common Stock · 1,950 shares Expires not disclosed F3 · derivative.exercise_price: Each performance share represents a contingent right to receive one share of Stepan Company Common Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2021. F3 · 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, 2021. F3 · derivative.exercise_date: Each performance share represents a contingent right to receive one share of Stepan Company Common Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2021. F3 · derivative.expiration_date: Each performance share represents a contingent right to receive one share of Stepan Company Common Stock. The performance shares vest upon Stepan Company achieving certain financial targets by December 31, 2021. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:49 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 7,593 | $0.00 Strike: $9,229.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007750 · form4.xml · derivative · entry 4 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,593 Underlying: Common Stock · 7,593 shares Expires 2029-02-19 F2 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:49 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Option (Right to Buy) · Derivative | 2,531 | $0.00 Strike: $92.29 | $0.00 |
DisclosureSEC source: 0001127602-19-007750 · form4.xml · derivative · entry 3 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,531 Underlying: Common Stock · 2,531 shares Expires 2029-02-19 F2 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:49 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 81.636 | $92.29 | $7,534.19 |
DisclosureSEC source: 0001127602-19-007750 · form4.xml · nonDerivative · entry 2 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP II Trust Disclosed balance after: 3,744.367 Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:49 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 2,529 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-007750 · form4.xml · nonDerivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,796.5426 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, 2018. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 22:36 UTC | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 17.114 | $77.25 | $1,322.06 |
DisclosureSEC source: 0001127602-18-036640 · form4.xml · derivative · entry 2 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,305.145 Underlying: Common Stock · 17.114 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 14, 2018 Filed Sep 18, 2018 19:47 UTC | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 13.225 | $89.74 | $1,186.81 |
DisclosureSEC source: 0001127602-18-027855 · form4.xml · derivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,288.031 Underlying: Common Stock · 13.225 shares Expires not disclosed F1 · 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. F2 · derivative.exercise_price: Share Units convert on a one-for-one basis into Common Stock. F4 · 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. F3 · derivative.exercise_date: Share Units owned by the reporting persons election under the MIP are generally payable at end of employment, unless otherwise elected F3 · derivative.expiration_date: Share Units owned by the reporting persons election under the MIP are generally payable at end of employment, unless otherwise elected Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 21:22 UTC | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 15.595 | $75.88 | $1,183.35 |
DisclosureSEC source: 0001127602-18-021440 · form4.xml · derivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,274.806 Underlying: Common Stock · 15.595 shares Expires not disclosed F1 · 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. F2 · derivative.exercise_price: 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. F4 · 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. F3 · 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. F3 · 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, 2018 Filed Mar 19, 2018 19:51 UTC | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 14.01 | $84.24 | $1,180.20 |
DisclosureSEC source: 0001127602-18-012023 · form4.xml · derivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,259.211 Underlying: Common Stock · 14.01 shares Expires not disclosed F1 · 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 that convert on a one-for-one basis into Common Stock. F2 · derivative.exercise_price: Share Units convert on a one-for-one basis into Common Stock. F4 · 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. F3 · 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. F3 · 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 02, 2018 Filed Mar 6, 2018 20:51 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 752 | $80.76 | $60,731.52 |
DisclosureSEC source: 0001127602-18-010325 · form4.xml · nonDerivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,240.6847 F1 · kind: The transaction reported reflects the withholding of shares from the performance shares vested on February 21, 2018, which were reported on the Form 4 filed for the reporting person on February 23, 2018. Withholding of these shares were applied to the reporting person's account on the transaction date shown. Read SEC document |
| February 21, 2018 Filed Feb 24, 2018 01:16 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionPerformance Shares · Derivative | 1,458 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-008179 · form4.xml · derivative · entry 6 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,458 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, 2017. F1 · price: The performance shares vested upon Stepan Company achieving certain financial targets by December 31, 2017. 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, 2017. 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, 2017. Read SEC document |
| February 21, 2018 Filed Feb 24, 2018 01:16 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 1,918 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-008179 · form4.xml · derivative · entry 5 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,918 Underlying: Common Stock · 1,918 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, 2020. 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, 2020. 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, 2020. 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, 2020. Read SEC document |
| February 21, 2018 Filed Feb 24, 2018 01:16 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 7,238 | $0.00 Strike: $72.99 | $0.00 |
DisclosureSEC source: 0001127602-18-008179 · form4.xml · derivative · entry 4 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,238 Underlying: Common Stock · 7,238 shares Expires 2028-02-20 F2 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 21, 2018 Filed Feb 24, 2018 01:16 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Option (Right to Buy) · Derivative | 2,413 | $0.00 Strike: $72.99 | $0.00 |
DisclosureSEC source: 0001127602-18-008179 · form4.xml · derivative · entry 3 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,413 Underlying: Common Stock · 2,413 shares Expires 2028-02-20 F2 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| February 21, 2018 Filed Feb 24, 2018 01:16 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 109.718 | $73.07 | $8,017.09 |
DisclosureSEC source: 0001127602-18-008179 · form4.xml · nonDerivative · entry 2 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP II Trust Disclosed balance after: 3,621.381 Read SEC document |
| February 21, 2018 Filed Feb 24, 2018 01:16 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 2,577 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-008179 · form4.xml · nonDerivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,992.6847 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, 2017. Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 20:26 UTC | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 14.74 | $79.84 | $1,176.84 |
DisclosureSEC source: 0001127602-17-035114 · form4.xml · derivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,245.201 Underlying: Common Stock · 14.74 shares Expires not disclosed F1 · 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 that convert on a one-for-one basis into Common Stock. F2 · derivative.exercise_price: Share Units convert on a one-for-one basis into Common Stock. F4 · 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. F3 · 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. F3 · 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, 2017 Filed Sep 19, 2017 21:15 UTC | STEPAN CO SCL · Entity 4733 | GrantShare Units · Derivative | 13.239 | $80.79 | $1,069.58 |
DisclosureSEC source: 0001127602-17-027751 · form4.xml · derivative · entry 1 Moriarty Sean Thomas · CIK 0001716333 · VP & GM Polymers 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,230.461 Underlying: Common Stock · 13.239 shares Expires not disclosed F1 · 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. F2 · derivative.exercise_price: Share Units convert on a one-for-one basis into Common Stock. F4 · 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. F3 · 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. F3 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.