Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STEPAN COSCL · Entity 4733 | VP and GM Surfactants-INT | May 11, 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 May 11, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40 |
Ending reported balance
After 2026-05-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-11 · Exercise / conversion · Acquired 90 · Balance 90 F1: The restricted stock units ("RSUs") were settled in shares of common stock per the terms of the award. Row 2 · 2026-05-11 · Tax withholding · Disposed 50 · Balance 40 F2: Withholding of shares to satisfy tax liability on the vesting of RSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-05-10 | Direct | 190 |
Reported balance
After 2026-05-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-11 · Exercise / conversion · Disposed 90 · Balance 190 F3: Each RSU represents a contingent right to receive one share of Stepan Company common stock. F4: Vests ratably over three years beginning on the date shown. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP II Trust | 96.9 |
Reported balance
Holding disclosure · report date 2026-05-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 96.9 |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units ("RSUs") were settled in shares of common stock per the terms of the award.
F2: Withholding of shares to satisfy tax liability on the vesting of RSUs.
F3: Each RSU represents a contingent right to receive one share of Stepan Company common stock.
F4: 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 11, 2026 Filed May 12, 2026 23:47 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionRestricted Stock Units · Derivative | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0000094049-26-000106 · form4.xml · derivative · entry 4 Weitkamp Robin Joseph · CIK 0002124351 · VP and GM Surfactants-INT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190 Underlying: Restricted Stock Units · 90 shares Expires 2027-05-10 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Stepan Company common stock. F4 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| May 11, 2026 Filed May 12, 2026 23:47 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 50 | $52.58 | $2,629.00 |
DisclosureSEC source: 0000094049-26-000106 · form4.xml · nonDerivative · entry 2 Weitkamp Robin Joseph · CIK 0002124351 · VP and GM Surfactants-INT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40 F2 · kind: Withholding of shares to satisfy tax liability on the vesting of RSUs. Read SEC document |
| May 11, 2026 Filed May 12, 2026 23:47 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 90 | $52.58 | $4,732.20 |
DisclosureSEC source: 0000094049-26-000106 · form4.xml · nonDerivative · entry 1 Weitkamp Robin Joseph · CIK 0002124351 · VP and GM Surfactants-INT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90 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 restricted stock units ("RSUs") were settled in shares of common stock per the terms of the award. Read SEC document |
| April 13, 2026 Filed Apr 15, 2026 20:27 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 1,429 | $0.00 | $0.00 |
DisclosureSEC source: 0000094049-26-000068 · form4.xml · derivative · entry 3 Weitkamp Robin Joseph · CIK 0002124351 · VP and GM Surfactants-INT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,429 Underlying: Common Stock · 1,429 shares Expires not disclosed F3 · derivative.exercise_price: Each performance share represents a contingent right to receive one share of Stepan Company common stock. F4 · derivative.exercise_date: The performance shares vest upon the certification of Stepan Company achieving certain performance goals for the performance period ending December 31, 2028. F4 · derivative.expiration_date: The performance shares vest upon the certification of Stepan Company achieving certain performance goals for the performance period ending December 31, 2028. Read SEC document |
| April 13, 2026 Filed Apr 15, 2026 20:27 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 4,030 | $0.00 Strike: $52.46 | $0.00 |
DisclosureSEC source: 0000094049-26-000068 · form4.xml · derivative · entry 2 Weitkamp Robin Joseph · CIK 0002124351 · VP and GM Surfactants-INT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,030 Underlying: Common Stock · 4,030 shares Expires 2036-04-13 F2 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| April 13, 2026 Filed Apr 15, 2026 20:27 UTC | STEPAN CO SCL · Entity 4733 | GrantRestricted Stock Units · Derivative | 2,859 | $0.00 | $0.00 |
DisclosureSEC source: 0000094049-26-000068 · form4.xml · derivative · entry 1 Weitkamp Robin Joseph · CIK 0002124351 · VP and GM Surfactants-INT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,859 Underlying: Restricted Stock Units · 2,859 shares Expires 2029-04-13 F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Stepan Company common stock. F2 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. 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.