Form 4 for SNFCA SECURITY NATIONAL FINANCIAL CORP
Accepted 2025-12-31 00:00:00 ET · period of report 2025-12-05 · accession 0001096906-25-002191 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-12-31 | 2025-12-30 | SNFCA | Overbaugh Jason G. | VP, Nat Mark Dir of Life Ins, Dir, 10% | G - Gift | $9.21 | -4,500 | 88.8K | -5% | -$41.4K |
| DM | 2025-12-31 | 2019-12-06+ | SNFCA | Overbaugh Jason G. | VP, Nat Mark Dir of Life Ins, Dir, 10% | A - Grant | $6.95 | +298.5K | 201.5K | New | +$2.07M |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Class A Common Stock | 2025-12-30 | G | D | 4,500 | $9.21 | 88,789 | D | — | — | (F2) Does not include 30,146 shares of Class A Common Stock owned indirectly by the reporting person in the Deferred Compensation Plan. (F3) Includes 43,288 shares of Class A Common Stock and 45,501 shares of Class C Common Stock. (F1) Does not include 112,260 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan. |
| 2 | Derivative | Employee Stock Option (right to buy) | 2024-12-06 | A | A | 34,703 | $12.43 | 243,537 | D | $12.43 · 2025-03-06 to 2034-12-06 | 34,703 Class C Common Stock | (F10) This option was granted on December 6, 2024 as an option for either 33,050 shares of Class A Common Stock or 33,050 shares of Class C Common Stock at an exercise price of $13.08 per share. This option reflects the reporting person's election to have an option for 33,050 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 18, 2025. |
| 3 | Derivative | Employee Stock Option (right to buy) | 2025-12-05 | A | A | 10,657 | $9.38 | 254,194 | D | $9.38 · 2026-03-05 to 2030-12-05 | 10,657 Class C Common Stock | (F11) This option was granted on December 5, 2025 as an option for either 10,657 shares of Class A Common Stock or 10,657 shares of Class C Common Stock at an exercise price of $9.38 per share. This option reflects the reporting person's election to have an option for 10,657 Class C Common Stock. These options vest quarterly in equal installments, beginning on March 5, 2026. |
| 4 | Derivative | Employee Stock Option (right to buy) | 2025-12-05 | A | A | 44,343 | $8.53 | 298,537 | D | $8.53 · 2026-03-05 to 2035-12-05 | 44,343 Class C Common Stock | (F12) This option was granted on December 5, 2025 as an option for either 44,343 shares of Class A Common Stock or 44,343 shares of Class C Common Stock at an exercise price of $8.53 per share. This option reflects the reporting person's election to have an option for 44,343 Class C Common Stock. These options vest quarterly in equal installments, beginning on March 5, 2026. |
| 5 | Derivative | Employee Stock Option (right to buy) | 2022-12-02 | A | A | 40,517 | $5.56 | 157,436 | D | $5.56 · 2023-03-02 to 2032-12-02 | 40,517 Class C Common Stock | (F7) This option was granted on December 2, 2022 as an option for either 35,000 shares of Class A Common Stock or 35,000 shares of Class C Common Stock at an exercise price of $6.48 per share. This option reflects the reporting person's election to have an option for 35,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on July 14, 2023, July 12, 2024 and July 18, 2025. |
| 6 | Derivative | Employee Stock Option (right to buy) | 2020-03-27 | A | A | 39,246 | $2.84 | 80,454 | D | $2.84 · 2020-06-27 to 2030-03-27 | 39,246 Class C Common Stock | (F5) This option was granted on March 27, 2020 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $3.76 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 2.5% stock dividend paid on July 17, 2020; a 5% stock dividend paid on July 16, 2021, July 8, 2022, July 14, 2023, July 12, 2024 and July 18, 2025. |
| 7 | Derivative | Employee Stock Option (right to buy) | 2019-12-06 | A | A | 41,208 | $3.76 | 41,208 | D | $3.76 · 2020-03-06 to 2029-12-06 | 41,208 Class C Common Stock | (F4) This option was granted on December 6, 2019 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $5.46 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on February 7, 2020; a 2.5% stock dividend paid on July 17, 2020; a 5% stock dividend paid on July 16, 2021, July 8, 2022, July 14, 2023, July 12, 2024 and July 18, 2025. |
| 8 | Derivative | Employee Stock Option (right to buy) | 2024-12-06 | A | A | 7,298 | $13.67 | 208,834 | D | $13.67 · 2025-03-06 to 2029-12-06 | 7,298 Class C Common Stock | (F9) This option was granted on December 6, 2024 as an option for either 6,950 shares of Class A Common Stock or 6,950 shares of Class C Common Stock at an exercise price of $14.39 per share. This option reflects the reporting person's election to have an option for 6,950 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 18, 2025. |
| 9 | Derivative | Employee Stock Option (right to buy) | 2021-12-03 | A | A | 36,465 | $7.02 | 116,919 | D | $7.02 · 2022-03-03 to 2031-12-03 | 36,465 Class C Common Stock | (F6) This option was granted on December 3, 2021 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on July 8, 2022, July 14, 2023, July 12, 2024 and July 18, 2025. |
| 10 | Derivative | Employee Stock Option (right to buy) | 2023-12-01 | A | A | 44,100 | $7.21 | 201,536 | D | $7.21 · 2024-03-01 to 2033-12-01 | 44,100 Class C Common Stock | (F8) This option was granted on December 1, 2023 as an option for either 40,000 shares of Class A Common Stock or 40,000 shares of Class C Common Stock at an exercise price of $7.99 per share. This option reflects the reporting person's election to have an option for 40,000 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 12, 2024 and July 18, 2025. |