Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STEPAN COSCL · Entity 4733 | VP & Chief Tech & Sust Officer | March 20, 2025 | March 21, 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.
STEPAN CO
Report date March 20, 2025 · Filed March 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-03-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-03-20 · Disposition to issuer · Disposed 2,572 · Balance 0 F1: Each performance share represents a contingent right to receive one share of Stepan Company common stock. F2: The performance shares were forfeited due to Stepan Company's performance for the period ending December 31, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Each performance share represents a contingent right to receive one share of Stepan Company common stock.
F2: The performance shares were forfeited due to Stepan Company's performance for the period ending December 31, 2024.
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 |
|---|---|---|---|---|---|---|
| July 23, 2019 Filed Jul 25, 2019 19:56 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 964 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-025200 · form4.xml · derivative · entry 3 Keiper Jason Scott · CIK 0001780101 · VP & Chief Tech & Sust Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 964 Underlying: Common Stock · 964 shares Expires not disclosed F2 · 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, 2021. F2 · 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, 2021. F2 · 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, 2021. Read SEC document |
| July 23, 2019 Filed Jul 25, 2019 19:56 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 4,076 | $0.00 Strike: $93.33 | $0.00 |
DisclosureSEC source: 0001127602-19-025200 · form4.xml · derivative · entry 2 Keiper Jason Scott · CIK 0001780101 · VP & Chief Tech & Sust Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,076 Underlying: Common Stock · 4,076 shares Expires 2029-07-22 F1 · derivative.exercise_date: Vests ratably over three years beginning on date shown. Read SEC document |
| July 23, 2019 Filed Jul 25, 2019 19:56 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Option (Right to Buy) · Derivative | 1,359 | $0.00 Strike: $93.33 | $0.00 |
DisclosureSEC source: 0001127602-19-025200 · form4.xml · derivative · entry 1 Keiper Jason Scott · CIK 0001780101 · VP & Chief Tech & Sust Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,359 Underlying: Common Stock · 1,359 shares Expires 2029-07-22 F1 · derivative.exercise_date: Vests ratably over three years beginning on 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.