Security National Financial's top three insider shareholders as of July 26, 2026 are S. Andrew Quist (Vice President/General Counsel, 164.99K shares), Jason G. Overbaugh (Vp Nat Mark Dir Of Life Ins, 161.74K shares), S. Andrew Quist (Vice President/General Counsel, 156.09K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Gilbert A Fuller | - | 41,973 | 0 | 02 Apr, 2026 |
| Scott M Quist | Chairman Of The Board/Pres/Ceo | 119,667 | 0 | 04 Feb, 2025 |
| Robert Gail Hunter | - | 61,631 | 0 | 19 Dec, 2025 |
| H. Craig Moody | - | 44,144 | 0 | 02 Apr, 2026 |
| Jeffrey Russell Stephens | Gen. Counsel Corp. Sec | 36,235 | 0 | 02 Apr, 2026 |
| Garrett S. Sill | Chief Financial Officer | 81,124 | 0 | 19 Nov, 2024 |
| S. Andrew Quist | Vice President/General Counsel | 164,985 | 0 | 17 Dec, 2025 |
| Jason G. Overbaugh | Vp Nat Mark Dir Of Life Ins | 161,740 | 0 | 20 Feb, 2025 |
| John L Cook | - | 24,520 | 0 | 15 Apr, 2026 |
| Stephen Charles Johnson | Vp Mortgage Operations | 12,930 | 0 | 16 Nov, 2021 |
| Adam George Quist | Vice President/General Counsel | 19,942 | 0 | 23 Apr, 2026 |
| Ludmya B Love | - | 10,565 | 0 | 25 Mar, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 18 Apr, 2026 | Adam George Quist | Class A Common Stock | A | 8,934 | $9.86 | 19,942 | D | M |
| 02 Dec, 2016 | Adam George Quist | Employee Stock Option (right to buy) | D | 15,901 | $4.32 | 0 | D | A |
| 01 Dec, 2017 | Adam George Quist | Employee Stock Option (right to buy) | A | 22,716 | $3.27 | 22,716 | D | A |
| 30 Nov, 2018 | Adam George Quist | Employee Stock Option (right to buy) | A | 28,846 | $3.76 | 51,562 | D | A |
| 06 Dec, 2019 | Adam George Quist | Employee Stock Option (right to buy) | A | 48,076 | $3.91 | 99,638 | D | A |
| 27 Mar, 2020 | Adam George Quist | Employee Stock Option (right to buy) | A | 45,787 | $2.84 | 145,425 | D | A |
| 03 Dec, 2021 | Adam George Quist | Employee Stock Option (right to buy) | A | 72,931 | $7.02 | 218,356 | D | A |
| 02 Dec, 2022 | Adam George Quist | Employee Stock Option (right to buy) | A | 92,610 | $5.56 | 310,966 | D | A |
| 01 Dec, 2023 | Adam George Quist | Employee Stock Option (right to buy) | A | 88,200 | $7.21 | 399,166 | D | A |
| 06 Dec, 2024 | Adam George Quist | Employee Stock Option (right to buy) | A | 7,298 | $13.67 | 406,464 | D | A |
| 06 Dec, 2024 | Adam George Quist | Employee Stock Option (right to buy) | A | 76,703 | $12.43 | 483,167 | D | A |
| 05 Dec, 2025 | Adam George Quist | Employee Stock Option (right to buy) | A | 10,657 | $9.38 | 493,824 | D | A |
| 05 Dec, 2025 | Adam George Quist | Employee Stock Option (right to buy) | A | 289,343 | $8.53 | 783,167 | D | A |
| 01 Apr, 2026 | John L Cook | Class A Common Stock | A | 615 | $8.53 | 24,520 | D | M |
| 01 Dec, 2017 | John L Cook | Director Stock Option (right to buy) | A | 1,514 | $3.27 | 1,514 | D | A |
| 30 Nov, 2018 | John L Cook | Director Stock Option (right to buy) | A | 8,657 | $3.76 | 10,171 | D | A |
| 06 Dec, 2019 | John L Cook | Director Stock Option (right to buy) | A | 8,242 | $3.91 | 18,413 | D | A |
| 27 Mar, 2020 | John L Cook | Director Stock Option (right to buy) | A | 7,850 | $2.84 | 26,263 | D | A |
| 03 Dec, 2021 | John L Cook | Director Stock Option (right to buy) | A | 7,293 | $7.02 | 33,556 | D | A |
| 02 Dec, 2022 | John L Cook | Director Stock Option (right to buy) | A | 8,104 | $5.56 | 41,660 | D | A |