Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STEPAN COSCL · Entity 4733 | VP & CHRO | 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 1,714 · 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 |
|---|---|---|---|---|---|---|
| March 20, 2025 Filed Mar 21, 2025 19:54 UTC | STEPAN CO SCL · Entity 4733 | Disposition to issuerPerformance Shares · Derivative | 1,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010194 · form4.xml · derivative · entry 1 Purnell Sharon · CIK 0001994369 · VP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,714 shares Expires not disclosed F1 · derivative.exercise_price: Each performance share represents a contingent right to receive one share of Stepan Company common stock. F2 · derivative.exercise_date: The performance shares were forfeited due to Stepan Company's performance for the period ending December 31, 2024. F2 · derivative.expiration_date: The performance shares were forfeited due to Stepan Company's performance for the period ending December 31, 2024. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 16:01 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionRestricted Stock Awards · Derivative | 285 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008157 · form4.xml · derivative · entry 7 Purnell Sharon · CIK 0001994369 · VP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 572 Underlying: Common Stock · 285 shares Expires 2027-03-04 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. F1 · kind: The restricted stock units ("RSUs") were settled in shares of common stock per the terms of the award. F4 · derivative.exercise_date: Vest ratably over three years beginning on the date shown. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 16:01 UTC | STEPAN CO SCL · Entity 4733 | Tax withholdingCommon Stock | 93 | $57.28 | $5,326.58 |
DisclosureSEC source: 0001127602-25-008157 · form4.xml · nonDerivative · entry 2 Purnell Sharon · CIK 0001994369 · VP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203.863 F2 · kind: Withholding of shares to satisfy tax liability on the vesting of RSUs. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 16:01 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 285 | $57.28 | $16,323.38 |
DisclosureSEC source: 0001127602-25-008157 · form4.xml · nonDerivative · entry 1 Purnell Sharon · CIK 0001994369 · VP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 296.863 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 |
| March 03, 2025 Filed Mar 5, 2025 16:01 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 4,422 | $0.00 Strike: $59.86 | $0.00 |
DisclosureSEC source: 0001127602-25-008157 · form4.xml · derivative · entry 6 Purnell Sharon · CIK 0001994369 · VP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,422 Underlying: Common Stock · 4,422 shares Expires 2035-03-03 F4 · derivative.exercise_date: Vest ratably over three years beginning on the date shown. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 16:01 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 1,566 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008157 · form4.xml · derivative · entry 5 Purnell Sharon · CIK 0001994369 · VP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,566 Underlying: Common Stock · 1,566 shares Expires not disclosed F5 · derivative.exercise_price: Each performance share represents a contingent right to receive one share of Stepan Company common stock. F6 · derivative.exercise_date: The performance shares vest upon the certification of Stepan Company achieving certain performance goals for the performance period ending December 31, 2027. F6 · derivative.expiration_date: The performance shares vest upon the certification of Stepan Company achieving certain performance goals for the performance period ending December 31, 2027. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 16:01 UTC | STEPAN CO SCL · Entity 4733 | GrantRestricted Stock Units · Derivative | 3,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008157 · form4.xml · derivative · entry 4 Purnell Sharon · CIK 0001994369 · VP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,132 Underlying: Common Stock · 3,132 shares Expires 2028-03-03 F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Stepan Company common stock. F4 · derivative.exercise_date: Vest ratably over three years beginning on the date shown. Read SEC document |
| February 21, 2025 Filed Feb 26, 2025 02:06 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 57.412 | $62.53 | $3,589.97 |
DisclosureSEC source: 0001127602-25-006768 · form4.xml · nonDerivative · entry 1 Purnell Sharon · CIK 0001994369 · VP & CHRO 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP II Trust Disclosed balance after: 68.348 F1 · 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 |
| March 04, 2024 Filed Mar 6, 2024 23:26 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 2,342 | $0.00 Strike: $87.50 | $0.00 |
DisclosureSEC source: 0001127602-24-008893 · form4.xml · derivative · entry 3 Purnell Sharon · CIK 0001994369 · VP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,342 Underlying: Common Stock · 2,342 shares Expires 2034-03-04 F4 · derivative.exercise_date: Vests ratably over three years beginning on the date shown. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 23:26 UTC | STEPAN CO SCL · Entity 4733 | GrantRestricted Stock Awards · Derivative | 857 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008893 · form4.xml · derivative · entry 2 Purnell Sharon · CIK 0001994369 · VP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 857 Underlying: Common Stock · 857 shares Expires 2027-03-04 F3 · derivative.exercise_price: Each restricted stock unit ("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 |
| March 04, 2024 Filed Mar 6, 2024 23:26 UTC | STEPAN CO SCL · Entity 4733 | GrantPerformance Shares · Derivative | 1,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008893 · form4.xml · derivative · entry 1 Purnell Sharon · CIK 0001994369 · VP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,714 Underlying: Common Stock · 1,714 shares Expires not disclosed F1 · derivative.exercise_price: Each performance share represents a contingent right to receive one share of Stepan Company common stock. F2 · derivative.exercise_date: The performance shares vest upon the certification of Stepan Company achieving certain performance goals for the performance period ending December 31, 2026. F2 · derivative.expiration_date: The performance shares vest upon the certification of Stepan Company achieving certain performance goals for the performance period ending December 31, 2026. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 21:57 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 10.73 | $92.04 | $987.59 |
DisclosureSEC source: 0001127602-24-007259 · form4.xml · nonDerivative · entry 1 Purnell Sharon · CIK 0001994369 · VP & CHRO 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP II Trust Disclosed balance after: 10.73 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.