Security National Financial Corporation filings document proxy governance, shareholder voting matters, and material-event disclosures tied to its dual-class common stock structure. Definitive proxy statements address board elections, equity incentive plan proposals, auditor ratification, annual meeting procedures, and related governance information.
Current reports disclose annual meeting vote results, Class A and Class C common share matters, weighted voting for Class C shares, and stock dividends declared on both classes of common stock. These filings also record capital-structure actions and formal shareholder approvals affecting the company’s public securities.
Security National Financial Corp. director John L. Cook reported acquiring 615 shares of Class A common stock through an exercise or conversion on October 1, 2026, at $8.53 per share. His directly held position afterward was 27,008 shares, adjusted for the annual 5% stock dividend paid July 14, 2026.
Security National Financial Corp. director H. Craig Moody reported an exercise or conversion resulting in 615 Class A common shares acquired on October 1, 2026, with a reported price of $8.53 per share; he directly held 53,213 shares afterward. The 615-share amount was adjusted for the annual 5% stock dividend paid July 14, 2026.
The report also lists 615 restricted stock units disposed on July 1, 2026, along with restricted stock unit and director stock option awards.
Security National Financial Corp. director Gilbert A. Fuller reported acquiring 615 Class A common shares through an exercise or conversion on October 1, 2026, at a reported price of $8.53 per share, then returning 615 shares to the issuer at $8.80 per share that day. No Rule 10b5-1 plan is reported. A related note describes a December 5, 2025 restricted-stock-unit grant for 2,461 Class A shares, vesting quarterly and scheduled to be fully vested on December 31, 2026.
Security National Financial Corp director Gilbert A. Fuller reported acquiring 615 Class A common shares through exercise or conversion on October 1, 2026, at $8.53 per share, and returning 615 shares to the issuer at $8.80 per share.
Award entries list 615 restricted stock units on July 1, 2026, and 1,230 restricted stock units with 1,846 underlying Class A shares on December 5, 2025. The related footnote describes a December 5, 2025 grant for 2,461 Class A shares under the 2022 Equity Incentive Plan, vesting quarterly and fully vesting on December 31, 2026.
SECURITY NATIONAL FINANCIAL CORP (SNFCA) reported that its Chief Legal Officer & Corporate Secretary, Alissa Neufeld, received a grant of 100,000 employee stock options on September 11, 2026. The options have an exercise price of $8.79 per share, were granted under the 2022 Equity Incentive Plan, vest 20% annually over five years, and expire on September 11, 2036.
SECURITY NATIONAL FINANCIAL CORP (SNFCA) reported an initial statement of beneficial ownership on Form 3 for Alissa Neufeld, who serves as Chief Legal Officer & Corporate Secretary
Security National Financial Corporation reported solid profitability for the quarter and six months ended June 30, 2026. Net earnings were $8,981,697 for the quarter and $15,983,123 for the first half of 2026, with basic net earnings per Class A equivalent share of $0.34 and $0.61, respectively. Total revenues were $83,926,048 for the quarter and $163,654,828 year-to-date, reflecting contributions from insurance premiums, mortgage fee income, investment income, and funeral home and cemetery sales.
The balance sheet shows total assets of $1,609,314,968 and stockholders’ equity of $433,035,918 as of June 30, 2026. Investments remain the largest asset class at just over $1.0 billion, with a diversified portfolio of fixed maturity securities, equity securities, mortgage loans, and real estate. Cash and cash equivalents increased to $163,441,869, while cash, cash equivalents and restricted cash together reached $176,488,670.
Operating cash flow strengthened materially, with net cash provided by operating activities of $36,933,720 for the first six months of 2026 compared to $1,904,880 for the same period in 2025. Mortgage loans held for investment decreased to $290,685,188, while real estate held for investment increased to $235,071,387, reflecting ongoing deployment of capital into property assets. The fixed-maturity portfolio remains high quality, with 98.4% of securities rated investment grade by NAIC designation.
SECURITY NATIONAL FINANCIAL CORP director John L. Cook increased his equity position through awards and an option exercise. On July 1, 2026, he exercised derivative rights to acquire 616 shares of Class A Common Stock at $8.53 per share, bringing his direct Class A holdings to 25,136 shares.
On the same date, he also acquired 616 Restricted Stock Units tied to Class A stock at $8.53, as part of ongoing equity incentives. Earlier awards include 1,846 RSUs granted on December 5, 2025 and multiple Director Stock Option grants from 2017–2023 with exercise prices between $2.84 and $7.21 per share.
SECURITY NATIONAL FINANCIAL CORP director Moody H. Craig reported equity compensation activity rather than open-market trading. On July 1, 2026, he exercised 616 shares of Class A Common Stock at $8.53 per share and held 50,093 shares directly afterward.
He also has restricted stock unit awards, including grants for 1,846 and 616 units at $8.53 per share that vest quarterly and are scheduled to be fully vested by December 31, 2026 under the 2022 Equity Incentive Plan. Earlier director stock options from 2017–2023 remain reflected at adjusted share amounts and exercise prices due to anti-dilution adjustments for multiple stock dividends.
SECURITY NATIONAL FINANCIAL CORP General Counsel and Corporate Secretary Jeffrey Russell Stephens reported equity compensation activity in the company’s Class A Common Stock. He exercised a derivative security to acquire 888 shares at $8.53 per share, bringing his directly held common stock to 37,123 shares.
He also received two Restricted Stock Unit awards. One covers 888 RSUs and another, granted on December 5, 2025, covers 3,549 RSUs tied to Class A Common Stock at $8.53 per share under the 2022 Equity Incentive Plan. These units vest quarterly and will be fully vested on December 31, 2026. The report notes an additional 127,840 Class A shares owned indirectly through a 401(k) Retirement Savings Plan.