| Due Diligence for Asset Managers |
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| Security National Financial Corp | |
|---|---|
| Ticker | SNFCA |
| CIK # | 0000318673 |
| CUSIP | 814785309 |
| Sector | Finance - Finance Services |
| Address | PO Box 57220, Salt Lake City, UT 84157 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0000318673] | 10-K | |
| [0000318673] | 10-Q | |
| [0000318673] | 3 | |
| [0000318673] | 4 | |
| [0000318673] | 5 | |
| [0000318673] | 8-K | |
| [0000318673] | SC 13G |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Cook John L
Class A Common Stock
|
2026-01-07 | Option exercise | 4,678 | $8.54 | 39,950 |
|
Stephens Jeffrey Russell
Class A Common Stock
|
2026-01-02 | Option exercise | 603 | $13.03 | 7,857 |
|
Fuller Gilbert A
Class A Common Stock
|
2026-01-02 | Disposed to issuer | 627 | $8.68 | 5,442 |
|
Moody H Craig
Class A Common Stock
|
2026-01-02 | Option exercise | 627 | $8.68 | 5,442 |
|
Cook John L
Class A Common Stock
|
2026-01-02 | Option exercise | 627 | $13.08 | 8,201 |
|
Fuller Gilbert A
Class A Common Stock
|
2026-01-02 | Option exercise | 627 | $13.08 | 8,201 |
|
Class A Common Stock
|
2025-12-30 | Gift | 5,000 | $9.21 | 46,050 |
|
Overbaugh Jason G
Class A Common Stock
|
2025-12-30 | Gift | 4,500 | $9.21 | 41,445 |
|
Quist S Andrew
Class A Common Stock
|
2025-12-16 | Gift | 5,005 | $9.39 | 46,997 |
|
Stephens Jeffrey Russell
Class A Common Stock
|
2025-12-12 | Gift | 10,000 | $9.01 | 90,100 |
|
Moody H Craig
Class A Common Stock
|
2025-12-09 | Gift | 800 | $8.53 | 6,824 |
|
Fuller Gilbert A
Restricted Stock Unit · derivative
|
2025-12-05 | Grant | 2,461 | $8.53 | 20,992 |
|
Fuller Gilbert A
Restricted Stock Unit · derivative
|
2025-12-05 | Grant | 2,461 | $8.53 | 20,992 |
|
Employee Stock Option (right to buy) · derivative
|
2025-12-05 | Grant | 289,343 | $8.53 | 2,468,096 |
|
Stephens Jeffrey Russell
Restricted Stock Unit · derivative
|
2025-12-05 | Grant | 3,549 | $8.53 | 30,273 |
|
Quist S Andrew
Employee Stock Option (right to buy) · derivative
|
2025-12-05 | Grant | 10,657 | $9.38 | 99,963 |
|
Quist Adam George
Employee Stock Option (right to buy) · derivative
|
2025-12-05 | Grant | 289,343 | $8.53 | 2,468,096 |
|
Moody H Craig
Restricted Stock Unit · derivative
|
2025-12-05 | Grant | 2,461 | $8.53 | 20,992 |
|
Overbaugh Jason G
Employee Stock Option (right to buy) · derivative
|
2025-12-05 | Grant | 10,657 | $9.38 | 99,963 |
|
Quist S Andrew
Employee Stock Option (right to buy) · derivative
|
2025-12-05 | Grant | 289,343 | $8.53 | 2,468,096 |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 80 | 7,252,720 |
| 2025-12-31 | 72 | 7,386,436 |
| 2025-09-30 | 69 | 9,137,731 |
| 2025-06-30 | 65 | 8,715,065 |
| 2025-03-31 | 62 | 8,023,566 |
| 2024-12-31 | 60 | 8,004,694 |
| 2024-09-30 | 53 | 7,932,969 |
| 2024-06-30 | 58 | 9,579,603 |
| 2024-03-31 | 56 | 9,975,242 |
| 2023-12-31 | 56 | 9,565,606 |
| 2023-09-30 | 44 | 5,412,981 |
| 2023-06-30 | 39 | 7,961,874 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Physician Wealth Advisors Inc | [2026-06-30] | SOLE | 0 | 52,376 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 6,400 |
| Gamma Investing LLC | [2026-06-30] | DFND | 270 | 270 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 178 | 178 |
| True Wealth Design LLC | [2026-06-30] | SOLE | 0 | 18 | Prev | Page 1 | Next |