Data spanning the past 90 days through February 19, 2026 reveals that Security National Financial's three principal insider shareholders consist of Vice President/General Counsel S. Andrew Quist (164.99K shares), Chairman Of The Board/Pres/Ceo Scott M Quist (119.67K shares), Vp & Nat Mark Dir Of Life Ins Jason G. Overbaugh (88.79K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| S. Andrew Quist | Vice President/General Counsel | 164,985 | 17 Dec, 2025 |
| Scott M Quist | Chairman Of The Board/Pres/Ceo | 119,667 | 04 Feb, 2025 |
| Jason G. Overbaugh | Vp & Nat Mark Dir Of Life Ins | 88,789 | 31 Dec, 2025 |
| Garrett S. Sill | Chief Financial Officer | 72,517 | 20 Feb, 2025 |
| Robert Gail Hunter | 61,631 | 19 Dec, 2025 | |
| H. Craig Moody | 43,529 | 06 Jan, 2026 | |
| Gilbert A Fuller | 41,973 | 06 Jan, 2026 | |
| Jeffrey Russell Stephens | Gen. Counsel & Corp. Sec | 35,348 | 06 Jan, 2026 |
| John L Cook | 23,905 | 08 Jan, 2026 | |
| Stephen Charles Johnson | Vp Mortgage Operations | 17,327 | 17 Nov, 2021 |
| Ludmya B Love | 10,565 | 25 Mar, 2025 | |
| Adam George Quist | Vice President/General Counsel | 10,484 | 31 Oct, 2024 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 07 Jan, 2026 | John L Cook | Class A Common Stock | A | 4,678 | $8.54 | 23,905 | D | M |
| 02 Jan, 2026 | Gilbert A Fuller | Class A Common Stock | A | 627 | $13.08 | 42,600 | D | M |
| 02 Jan, 2026 | Gilbert A Fuller | Class A Common Stock | D | 627 | $8.68 | 41,973 | D | D |
| 02 Jan, 2026 | H. Craig Moody | Class A Common Stock | A | 627 | $8.68 | 43,529 | D | M |
| 02 Jan, 2026 | Jeffrey Russell Stephens | Class A Common Stock | A | 603 | $13.03 | 35,348 | D | M |
| 02 Jan, 2026 | John L Cook | Class A Common Stock | A | 627 | $13.08 | 19,227 | D | M |
| 30 Dec, 2025 | S. Andrew Quist | Class A Common Stock | D | 5,000 | $9.21 | 159,985 | D | G |
| 30 Dec, 2025 | Jason G. Overbaugh | Class A Common Stock | D | 4,500 | $9.21 | 88,789 | D | G |
| 30 Dec, 2025 | Jason G. Overbaugh | - | - | 88,789 | D | |||
| 16 Dec, 2025 | S. Andrew Quist | Class A Common Stock | D | 5,005 | $9.39 | 164,985 | D | G |
| 12 Dec, 2025 | Jeffrey Russell Stephens | Class A Common Stock | D | 10,000 | $9.01 | 34,745 | D | G |
| 09 Dec, 2025 | H. Craig Moody | Class A Common Stock | D | 800 | $8.53 | 42,902 | D | G |
| 03 Dec, 2025 | S. Andrew Quist | Class A Common Stock | D | 14,892 | $8.79 | 169,990 | D | D |
| 03 Dec, 2025 | S. Andrew Quist | Class A Common Stock | A | 33,393 | $3.92 | 184,882 | D | M |
| 03 Dec, 2025 | S. Andrew Quist | - | - | 169,990 | D | |||
| 03 Dec, 2025 | S. Andrew Quist | - | - | 184,882 | D | |||
| 28 Nov, 2025 | Robert Gail Hunter | - | - | 61,631 | D | |||
| 28 Nov, 2025 | Robert Gail Hunter | Class A Common Stock | A | 10,021 | $3.92 | 66,178 | D | M |
| 28 Nov, 2025 | Robert Gail Hunter | Class A Common Stock | D | 4,547 | $8.64 | 61,631 | D | D |
| 28 Nov, 2025 | Robert Gail Hunter | - | - | 66,178 | D |