Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SECURITY NATIONAL FINANCIAL CORPSNFCA · Entity 6207 | Director | December 05, 2025 | December 09, 2025 |
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.
SECURITY NATIONAL FINANCIAL CORP
Report date December 05, 2025 · Filed December 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.02 · Expires 2031-12-03 | Direct | 7,293 |
Reported balance
After 2021-12-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-12-03 · Grant · Acquired 7,293 · Balance 7,293 F1: This option was granted on December 3, 2021 as an option for 6,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $8.62 per share but adjusted pursuant to the anti-dilution provisions of the 2014 Director Stock Option Plan to reflect a 5% stock dividend paid on July 8, 2022, July 14, 2023, July 12, 2024 and July 18, 2025. |
| Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.56 · Expires 2032-12-02 | Direct | 15,397 |
Reported balance
After 2022-12-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-12-02 · Grant · Acquired 8,104 · Balance 15,397 F2: This option was granted on December 2, 2022 as an option for 7,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $6.48 per share, but adjusted pursuant to the anti-dilution provisions of the 2014 Director Stock Option Plan to reflect a 5% stock dividend paid on July 14, 2023, July 12, 2024 and July 18, 2025. |
| Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.21 · Expires 2033-12-01 | Direct | 24,217 |
Reported balance
After 2023-12-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-12-01 · Grant · Acquired 8,820 · Balance 24,217 F3: This option was granted on December 1, 2023 as an option for 8,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $7.99 per share, but adjusted pursuant to the anti-dilution provisions of the 2014 Director Stock Option Plan to reflect a 5% stock dividend paid on July 12, 2024 and July 18, 2025. |
| Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.43 · Expires 2034-12-06 | Direct | 35,137 |
Reported balance
After 2024-12-06 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-12-06 · Grant · Acquired 10,920 · Balance 35,137 F4: This option was granted on December 6, 2024 as an option for 10,400 shares of Class A Common Stock under the 2022 Equity Incentive Plan at an exercise price of $13.08 per share, but adjusted pursuant to the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 18, 2025. |
| Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.53 · Expires 2035-12-05 | Direct | 45,537 |
Reported balance
After 2025-12-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-12-05 · Grant · Acquired 10,400 · Balance 45,537 F5: This option was granted on December 5, 2025 as an option for 10,400 shares of Class A Common Stock under the 2022 Equity Incentive Plan at an exercise price of $8.53 per share. The options vest in quarterly installments beginning March 5, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: This option was granted on December 3, 2021 as an option for 6,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $8.62 per share but adjusted pursuant to the anti-dilution provisions of the 2014 Director Stock Option Plan to reflect a 5% stock dividend paid on July 8, 2022, July 14, 2023, July 12, 2024 and July 18, 2025.
F2: This option was granted on December 2, 2022 as an option for 7,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $6.48 per share, but adjusted pursuant to the anti-dilution provisions of the 2014 Director Stock Option Plan to reflect a 5% stock dividend paid on July 14, 2023, July 12, 2024 and July 18, 2025.
F3: This option was granted on December 1, 2023 as an option for 8,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $7.99 per share, but adjusted pursuant to the anti-dilution provisions of the 2014 Director Stock Option Plan to reflect a 5% stock dividend paid on July 12, 2024 and July 18, 2025.
F4: This option was granted on December 6, 2024 as an option for 10,400 shares of Class A Common Stock under the 2022 Equity Incentive Plan at an exercise price of $13.08 per share, but adjusted pursuant to the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 18, 2025.
F5: This option was granted on December 5, 2025 as an option for 10,400 shares of Class A Common Stock under the 2022 Equity Incentive Plan at an exercise price of $8.53 per share. The options vest in quarterly installments beginning March 5, 2026.
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 |
|---|---|---|---|---|---|---|
| December 05, 2025 Filed Dec 9, 2025 21:49 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantDirector Stock Option (right to buy) · Derivative | 10,400 | $8.53 Strike: $8.53 | $88,712.00 |
DisclosureSEC source: 0001096906-25-002006 · form4.xml · derivative · entry 5 MEHTA SHITAL ASHOK · CIK 0001859372 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,537 Underlying: Class A Common Stock · 10,400 shares Expires 2035-12-05 F5 · derivative.exercise_price: This option was granted on December 5, 2025 as an option for 10,400 shares of Class A Common Stock under the 2022 Equity Incentive Plan at an exercise price of $8.53 per share. The options vest in quarterly installments beginning March 5, 2026. Read SEC document |
| December 06, 2024 Filed Dec 9, 2024 23:46 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantDirector Stock Option (right to buy) · Derivative | 10,400 | $13.08 Strike: $13.08 | $136,032.00 |
DisclosureSEC source: 0001096906-24-002240 · form4.xml · derivative · entry 4 MEHTA SHITAL ASHOK · CIK 0001859372 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,464 Underlying: Class A Common Stock · 10,400 shares Expires 2034-12-06 F4 · derivative.exercise_price: This option was granted on December 6, 2024 as an option for 10,400 shares of Class A Common Stock under the 2022 Equity Incentive Plan at an exercise price of $13.08 per share. The options granted vest quarterly, with 100% vesting on December 6, 2025. Read SEC document |
| December 06, 2024 Filed Dec 9, 2025 21:49 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantDirector Stock Option (right to buy) · Derivative | 10,920 | $12.43 Strike: $12.43 | $135,735.60 |
DisclosureSEC source: 0001096906-25-002006 · form4.xml · derivative · entry 4 MEHTA SHITAL ASHOK · CIK 0001859372 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,137 Underlying: Class A Common Stock · 10,920 shares Expires 2034-12-06 F4 · derivative.exercise_price: This option was granted on December 6, 2024 as an option for 10,400 shares of Class A Common Stock under the 2022 Equity Incentive Plan at an exercise price of $13.08 per share, but adjusted pursuant to the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 18, 2025. Read SEC document |
| December 01, 2023 Filed Dec 4, 2023 16:44 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantDirector Stock Option (right to buy) · Derivative | 8,000 | $7.99 Strike: $7.99 | $63,920.00 |
DisclosureSEC source: 0001096906-23-002301 · form4.xml · derivative · entry 3 MEHTA SHITAL ASHOK · CIK 0001859372 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,965 Underlying: Class A Common Stock · 8,000 shares Expires 2033-12-01 F3 · derivative.exercise_price: This option was granted on December 1, 2023 as an option for 8,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $7.99. The options granted vest quarterly, with 100% vesting on December 1, 2024. Read SEC document |
| December 01, 2023 Filed Dec 9, 2024 23:46 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantDirector Stock Option (right to buy) · Derivative | 8,400 | $7.59 Strike: $7.59 | $63,756.00 |
DisclosureSEC source: 0001096906-24-002240 · form4.xml · derivative · entry 3 MEHTA SHITAL ASHOK · CIK 0001859372 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,064 Underlying: Class A Common Stock · 8,400 shares Expires 2033-12-01 F3 · derivative.exercise_price: This option was granted on December 1, 2023 as an option for 8,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $7.99 per share, but adjusted pursuant to the anti-dilution provisions of the 2014 Director Stock Option Plan to reflect a 5% stock dividend paid on July 12, 2024. Read SEC document |
| December 01, 2023 Filed Dec 9, 2025 21:49 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantDirector Stock Option (right to buy) · Derivative | 8,820 | $7.21 Strike: $7.21 | $63,592.20 |
DisclosureSEC source: 0001096906-25-002006 · form4.xml · derivative · entry 3 MEHTA SHITAL ASHOK · CIK 0001859372 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,217 Underlying: Class A Common Stock · 8,820 shares Expires 2033-12-01 F3 · derivative.exercise_price: This option was granted on December 1, 2023 as an option for 8,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $7.99 per share, but adjusted pursuant to the anti-dilution provisions of the 2014 Director Stock Option Plan to reflect a 5% stock dividend paid on July 12, 2024 and July 18, 2025. Read SEC document |
| December 02, 2022 Filed Jan 25, 2023 15:13 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantDirector Stock Option (right to buy) · Derivative | 7,000 | $6.48 Strike: $6.48 | $45,360.00 |
DisclosureSEC source: 0001096906-23-000181 · form4.xml · derivative · entry 2 MEHTA SHITAL ASHOK · CIK 0001859372 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,300 Underlying: Class A Common Stock · 7,000 shares Expires 2032-12-02 F2 · derivative.exercise_price: This option was granted on December 2, 2022 as an option for 7,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $6.48. The options granted vest quarterly, with 100% vesting on December 02, 2023. Read SEC document |
| December 02, 2022 Filed Dec 4, 2023 16:44 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantDirector Stock Option (right to buy) · Derivative | 7,350 | $6.16 Strike: $6.16 | $45,276.00 |
DisclosureSEC source: 0001096906-23-002301 · form4.xml · derivative · entry 2 MEHTA SHITAL ASHOK · CIK 0001859372 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,965 Underlying: Class A Common Stock · 7,350 shares Expires 2032-12-02 F2 · derivative.exercise_price: This option was granted on December 2, 2022 as an option for 7,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $6.48 per share, but adjusted pursuant to the anti-dilution provisions of the 2014 Director Stock Option Plan to reflect a 5% stock dividend paid on July 14, 2023. Read SEC document |
| December 02, 2022 Filed Dec 9, 2024 23:46 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantDirector Stock Option (right to buy) · Derivative | 7,718 | $5.85 Strike: $5.85 | $45,150.30 |
DisclosureSEC source: 0001096906-24-002240 · form4.xml · derivative · entry 2 MEHTA SHITAL ASHOK · CIK 0001859372 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,664 Underlying: Class A Common Stock · 7,718 shares Expires 2032-12-02 F2 · derivative.exercise_price: This option was granted on December 2, 2022 as an option for 7,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $6.48 per share, but adjusted pursuant to the anti-dilution provisions of the 2014 Director Stock Option Plan to reflect a 5% stock dividend paid on July 14, 2023 and July 12, 2024. Read SEC document |
| December 02, 2022 Filed Dec 9, 2025 21:49 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantDirector Stock Option (right to buy) · Derivative | 8,104 | $5.56 Strike: $5.56 | $45,058.24 |
DisclosureSEC source: 0001096906-25-002006 · form4.xml · derivative · entry 2 MEHTA SHITAL ASHOK · CIK 0001859372 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,397 Underlying: Class A Common Stock · 8,104 shares Expires 2032-12-02 F2 · derivative.exercise_price: This option was granted on December 2, 2022 as an option for 7,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $6.48 per share, but adjusted pursuant to the anti-dilution provisions of the 2014 Director Stock Option Plan to reflect a 5% stock dividend paid on July 14, 2023, July 12, 2024 and July 18, 2025. Read SEC document |
| December 03, 2021 Filed Feb 5, 2022 00:22 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantDirector Stock Option (right to buy) · Derivative | 6,000 | $8.62 Strike: $8.62 | $51,720.00 |
DisclosureSEC source: 0001493152-22-003308 · ownership.xml · derivative · entry 1 MEHTA SHITAL ASHOK · CIK 0001859372 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Class A Common Stock · 6,000 shares Expires 2031-12-03 F1 · derivative.exercise_price: This option was granted on December 3, 2021 as an option for 6,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $8.62 per share. The option vests in four equal quarterly installments of Class A Common Stock, beginning on March 3, 2022, until such shares are fully vested. F1 · shares: This option was granted on December 3, 2021 as an option for 6,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $8.62 per share. The option vests in four equal quarterly installments of Class A Common Stock, beginning on March 3, 2022, until such shares are fully vested. F1 · price: This option was granted on December 3, 2021 as an option for 6,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $8.62 per share. The option vests in four equal quarterly installments of Class A Common Stock, beginning on March 3, 2022, until such shares are fully vested. F1 · derivative.exercise_date: This option was granted on December 3, 2021 as an option for 6,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $8.62 per share. The option vests in four equal quarterly installments of Class A Common Stock, beginning on March 3, 2022, until such shares are fully vested. F1 · derivative.underlying_shares: This option was granted on December 3, 2021 as an option for 6,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $8.62 per share. The option vests in four equal quarterly installments of Class A Common Stock, beginning on March 3, 2022, until such shares are fully vested. F1 · balance_after: This option was granted on December 3, 2021 as an option for 6,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $8.62 per share. The option vests in four equal quarterly installments of Class A Common Stock, beginning on March 3, 2022, until such shares are fully vested. Read SEC document |
| December 03, 2021 Filed Jan 25, 2023 15:13 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantDirector Stock Option (right to buy) · Derivative | 6,300 | $8.19 Strike: $8.19 | $51,597.00 |
DisclosureSEC source: 0001096906-23-000181 · form4.xml · derivative · entry 1 MEHTA SHITAL ASHOK · CIK 0001859372 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,300 Underlying: Class A Common Stock · 6,300 shares Expires 2031-12-03 F1 · derivative.exercise_price: This option was granted on December 3, 2021 as an option for 6,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $8.62 per share but adjusted pursuant to the anti-dilution provisions of the 2014 Director Stock Option Plan to reflect a 5% stock dividend paid on July 08, 2022. Read SEC document |
| December 03, 2021 Filed Dec 4, 2023 16:44 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantDirector Stock Option (right to buy) · Derivative | 6,615 | $7.78 Strike: $7.78 | $51,464.70 |
DisclosureSEC source: 0001096906-23-002301 · form4.xml · derivative · entry 1 MEHTA SHITAL ASHOK · CIK 0001859372 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,615 Underlying: Class A Common Stock · 6,615 shares Expires 2031-12-03 F1 · derivative.exercise_price: This option was granted on December 3, 2021 as an option for 6,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $8.62 per share but adjusted pursuant to the anti-dilution provisions of the 2014 Director Stock Option Plan to reflect a 5% stock dividend paid on July 08, 2022 and July 14, 2023. Read SEC document |
| December 03, 2021 Filed Dec 9, 2024 23:46 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantDirector Stock Option (right to buy) · Derivative | 6,946 | $7.39 Strike: $7.39 | $51,330.94 |
DisclosureSEC source: 0001096906-24-002240 · form4.xml · derivative · entry 1 MEHTA SHITAL ASHOK · CIK 0001859372 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,946 Underlying: Class A Common Stock · 6,946 shares Expires 2031-12-03 F1 · derivative.exercise_price: This option was granted on December 3, 2021 as an option for 6,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $8.62 per share but adjusted pursuant to the anti-dilution provisions of the 2014 Director Stock Option Plan to reflect a 5% stock dividend paid on July 8, 2022, July 14, 2023 and July 12, 2024. Read SEC document |
| December 03, 2021 Filed Dec 9, 2025 21:49 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantDirector Stock Option (right to buy) · Derivative | 7,293 | $7.02 Strike: $7.02 | $51,196.86 |
DisclosureSEC source: 0001096906-25-002006 · form4.xml · derivative · entry 1 MEHTA SHITAL ASHOK · CIK 0001859372 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,293 Underlying: Class A Common Stock · 7,293 shares Expires 2031-12-03 F1 · derivative.exercise_price: This option was granted on December 3, 2021 as an option for 6,000 shares of Class A Common Stock under the 2014 Director Stock Option Plan at an exercise price of $8.62 per share but adjusted pursuant to the anti-dilution provisions of the 2014 Director Stock Option Plan to reflect a 5% stock dividend paid on July 8, 2022, July 14, 2023, July 12, 2024 and July 18, 2025. 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.