Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SERVICE CORP INTERNATIONALSCI · Entity 3484 | Sr.V.P. Sales & Marketing | September 13, 2024 | September 17, 2024 |
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.
SERVICE CORP INTERNATIONAL
Report date September 13, 2024 · Filed September 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,354 |
Ending reported balance
After 2024-09-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-09-13 · Exercise / conversion · Acquired 55,000 · Balance 109,354 Row 2 · 2024-09-13 · Sale · Disposed 55,000 · Balance 54,354 F1: The shares were sold in multiple transactions at prices ranging from $79.7300 to $80.2200 per share on September 13, 2024. The $79.9676 sale price reported above is the weighted average sale price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. |
| Employee stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $50.82 · Expires 2028-02-19 | Direct | 0 |
Reported balance
After 2024-09-13 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-09-13 · Exercise / conversion · Disposed 55,000 · Balance 0 F2: The option vests in three equal annual installments beginning on February 19, 2021, 2022, 2023. |
| Common StockSEC Table I · non-derivative | IndirectBy Deferred Compensation Plan | 16,370 |
Reported balance
Holding disclosure · report date 2024-09-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 16,370 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) plan | 6,314 |
Reported balance
Holding disclosure · report date 2024-09-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 6,314 |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were sold in multiple transactions at prices ranging from $79.7300 to $80.2200 per share on September 13, 2024. The $79.9676 sale price reported above is the weighted average sale price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
F2: The option vests in three equal annual installments beginning on February 19, 2021, 2022, 2023.
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 |
|---|---|---|---|---|---|---|
| February 21, 2020 Filed Feb 26, 2020 21:53 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-013069 · doc4.xml · nonDerivative · entry 1 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,912 Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 20:14 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantEmployee Stock Option (right to buy) · Derivative | 55,000 | $0.00 Strike: $50.82 | $0.00 |
DisclosureSEC source: 0001209191-20-011488 · doc4.xml · derivative · entry 4 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,000 Underlying: Common Stock · 55,000 shares Expires 2028-02-19 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on February 19, 2021. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 20:14 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 6,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-011488 · doc4.xml · nonDerivative · entry 1 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,912 Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 19:09 UTC Amendment | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-047261 · doc4a.xml · nonDerivative · entry 1 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,482 F1 · date: This amendment is filed to correct the date of the reporting person's gift. Read SEC document |
| August 19, 2019 Filed Aug 20, 2019 21:34 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-046842 · doc4.xml · nonDerivative · entry 1 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,482 Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 16:22 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 43,900 | $0.00 Strike: $15.26 | $0.00 |
DisclosureSEC source: 0001209191-19-036029 · doc4.xml · derivative · entry 5 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 43,900 shares Expires 2021-02-12 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. F2 · derivative.exercise_date: The option vested in three equal installments on February 12, 2014, 2015, and 2016. Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 16:22 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 43,900 | $45.07 | $1,978,353.50 |
DisclosureSEC source: 0001209191-19-036029 · doc4.xml · nonDerivative · entry 2 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,482 F1 · price: The shares were sold in multiple transactions at prices ranging from $45.005 to $45.21 per share on June 7, 2019. The $45.065 sale price reported above is a weighted average sales price. The reporting person undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 16:22 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 43,900 | $15.26 | $669,694.50 |
DisclosureSEC source: 0001209191-19-036029 · doc4.xml · nonDerivative · entry 1 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,382 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 |
| March 05, 2019 Filed Mar 6, 2019 22:56 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Tax withholdingCommon Stock | 2,095 | $41.97 | $87,916.68 |
DisclosureSEC source: 0001209191-19-017483 · doc4.xml · nonDerivative · entry 1 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,482 F1 · shares: Represents shares withheld on March 5, 2019 to cover taxes associated with the vesting of shares of restricted stock. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 20:28 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantEmployee Stock Option (right to buy) · Derivative | 43,700 | $0.00 Strike: $42.63 | $0.00 |
DisclosureSEC source: 0001209191-19-012507 · doc4.xml · derivative · entry 4 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,700 Underlying: Common Stock · 43,700 shares Expires 2027-02-20 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on February 20, 2020. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 20:28 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 6,980 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012507 · doc4.xml · nonDerivative · entry 1 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,577 Read SEC document |
| December 12, 2018 Filed Dec 14, 2018 23:32 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062806 · doc4.xml · nonDerivative · entry 1 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,597 Read SEC document |
| November 29, 2018 Filed Nov 30, 2018 22:22 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee stock option (right to buy) · Derivative | 9,300 | $0.00 Strike: $11.18 | $0.00 |
DisclosureSEC source: 0001209191-18-060429 · doc4.xml · derivative · entry 5 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,300 shares Expires 2020-02-07 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 |
| November 29, 2018 Filed Nov 30, 2018 22:22 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 9,300 | $45.90 | $426,865.35 |
DisclosureSEC source: 0001209191-18-060429 · doc4.xml · nonDerivative · entry 2 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,597 F1 · price: The shares were sold in multiple transactions at prices ranging from $45.8800 to $46.0102 per share on November 29, 2018. The $45.8995 sale price reported above is a weighted average sales price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 29, 2018 Filed Nov 30, 2018 22:22 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 9,300 | $11.18 | $103,927.50 |
DisclosureSEC source: 0001209191-18-060429 · doc4.xml · nonDerivative · entry 1 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,897 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 21, 2018 Filed Aug 23, 2018 01:23 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee stock option (right to buy) · Derivative | 27,900 | $0.00 Strike: $11.18 | $0.00 |
DisclosureSEC source: 0001209191-18-048089 · doc4.xml · derivative · entry 6 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,300 Underlying: Common Stock · 27,900 shares Expires 2020-02-07 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 21, 2018 Filed Aug 23, 2018 01:23 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 4,250 | $41.76 | $177,472.35 |
DisclosureSEC source: 0001209191-18-048089 · doc4.xml · nonDerivative · entry 3 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,597 F2 · price: The shares were sold in multiple transactions at prices ranging from $41.75 to $41.80 per share on August 21, 2018. The $41.7582 sale price reported above is a weighted average sales price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 01:23 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 27,900 | $41.81 | $1,166,454.36 |
DisclosureSEC source: 0001209191-18-048089 · doc4.xml · nonDerivative · entry 2 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,847 F1 · price: The shares were sold in multiple transactions at prices ranging from $41.75 to $41.97 per share on August 21, 2018. The $41.8084 sale price reported above is a weighted average sales price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 01:23 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 27,900 | $11.18 | $311,782.50 |
DisclosureSEC source: 0001209191-18-048089 · doc4.xml · nonDerivative · entry 1 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,747 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 |
| June 08, 2018 Filed Jun 12, 2018 17:02 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 17,384 | $36.63 | $636,838.50 |
DisclosureSEC source: 0001209191-18-037187 · doc4.xml · nonDerivative · entry 1 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,847 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.60 to $36.705. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 18:48 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Tax withholdingCommon Stock | 2,177 | $37.95 | $82,617.15 |
DisclosureSEC source: 0001209191-18-017615 · doc4.xml · nonDerivative · entry 1 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Merchandising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,231 F1 · shares: Represents shares withheld on March 5, 2018 to cover taxes associated with the vesting of shares of restricted stock. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 19:38 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommom Stock (right ot buy) · Derivative | 52,700 | $0.00 Strike: $37.53 | $0.00 |
DisclosureSEC source: 0001209191-18-010296 · doc4.xml · derivative · entry 4 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Merchandising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,700 Underlying: Common Stock · 52,700 shares Expires 2026-02-13 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on February 13, 2019. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 19:38 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 7,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010296 · doc4.xml · nonDerivative · entry 1 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Merchandising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,408 Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 18:57 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Tax withholdingCommon Stock | 2,234 | $31.12 | $69,516.50 |
DisclosureSEC source: 0001209191-17-019180 · doc4.xml · nonDerivative · entry 1 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Merchandising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,688 F1 · shares: Represents shares withheld on March 6, 2017 to cover taxes associated with the distribution of deferred restricted stock. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 21:17 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantEmployee Stock Option (right to buy) · Derivative | 63,700 | $0.00 Strike: $29.25 | $0.00 |
DisclosureSEC source: 0001209191-17-009069 · doc4.xml · derivative · entry 4 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Merchandising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,700 Underlying: Common Stock · 63,700 shares Expires 2025-02-07 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on February 7, 2018. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 21:17 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 8,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009069 · doc4.xml · nonDerivative · entry 1 Tidwell Steven A · CIK 0001487567 · Sr.V.P. Sales & Merchandising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,922 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.