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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.
SECURITY NATIONAL FINANCIAL CORP director Fuller Gilbert A. reported compensation-related equity activity and a small share disposition. On July 1, 2026, he exercised 616 shares of Class A Common Stock at $8.53 per share and disposed of 616 shares back to the issuer at $9.79 per share. These moves are tied to restricted stock units granted under the company’s 2022 Equity Incentive Plan, which provided 2,461 RSUs at $8.53 per share that vest quarterly and are scheduled to be fully vested by December 31, 2026. Following the latest transactions, he holds 31,973 shares of Class A Common Stock directly and 1,230 restricted stock units that can convert into the same stock.
Security National Financial Corporation held its Annual Meeting of Stockholders in Salt Lake City, where all board nominees were elected, executive pay received advisory approval, and Deloitte & Touche LLP was ratified as auditor for the year ending December 31, 2026.
The meeting also approved an amendment to the 2022 Equity Incentive Plan allowing up to 500,000 previously authorized Class A shares to be issued instead as Class C shares. As of the April 20, 2026 record date, 22,445,316 Class A and 3,587,237 Class C common shares were outstanding, and 22,031,400 shares were represented, exceeding quorum requirements.
The Board declared a 5% stock dividend on outstanding Class A and Class C common stock, payable July 17, 2026 to stockholders of record on July 10, 2026. The company notes this represents its 38th consecutive year declaring a stock dividend, continuing a long-standing practice of annual stock distributions.
SECURITY NATIONAL FINANCIAL CORP director and officer Jason G. Overbaugh reported option activity and a related share disposition in Class C Common Stock. On May 14, 2026, he exercised employee stock options covering 30,750 shares at an exercise price of $2.84 per share, acquiring 21,596 shares of Class C Common Stock reported in the non-derivative table.
On the same date, he reported a disposition to the issuer of 7,000 Class C shares at $9.54 per share. Following these transactions, he directly holds 103,385 Class C shares. The filing also details earlier option grants from 2019 through 2025, including awards under the 2013 Stock Option Plan and the 2022 Equity Incentive Plan, which have been adjusted over time for stock dividends under their anti-dilution provisions.
Security National Financial Corporation reported solid Q1 2026 results. Total revenues were $79.7 million, with net earnings of $7.0 million and basic earnings per Class A equivalent share of $0.28, slightly above the prior year.
Total assets reached $1.58 billion and stockholders’ equity was $425.5 million as of March 31, 2026, reflecting a strong balance sheet. Cash, cash equivalents and restricted cash rose to $162.1 million, supported by $32.9 million of net cash provided by operating activities.
Comprehensive income climbed to $15.1 million, helped by $8.1 million of other comprehensive income driven largely by interest rate remeasurement of future policy benefits. The company also details the 2025 adoption of ASU 2018-12 for long-duration insurance contracts and provides extensive disclosures on investments, mortgage credit quality and allowances for credit losses.
Security National Financial Corporation calls a June 26, 2026 annual meeting in Salt Lake City to elect nine directors, amend its 2022 Equity Incentive Plan, hold an advisory vote on executive pay, and ratify Deloitte & Touche LLP as independent registered public accountants for 2026.
Directors are chosen under a dual-class structure, with three elected solely by Class A holders and six by Class A and Class C holders voting together, where Class C carries ten votes per share. As of April 1, 2026, 22,432,763 Class A shares and 3,587,237 Class C shares were issued and outstanding.
The proxy details 2025 compensation for key executives, including total pay of $2,224,959 for Chairman, President and CEO Scott M. Quist and $1,474,164 for CFO Garrett S. Sill, combining salary, cash bonuses, stock option awards, and other benefits. Significant option grants in 2025 used exercise prices around $8.53–$9.38 per share and vest 25% per quarter over one year.
The 2022 Equity Incentive Plan authorizes up to 4,000,000 Class A or Class C shares, with 3,144,697 shares subject to outstanding awards and 2,397,748 remaining available as of December 31, 2025. The CEO’s long-term employment agreement provides retirement benefits equal to 75% of then-current compensation for 20 years, with an accrued liability of $8,695,154 at December 31, 2025.
Security National Financial Corp director and Vice President/General Counsel Adam George Quist exercised stock options to acquire 8,934 shares of Class A Common Stock at $9.86 per share on April 18, 2026. Following this transaction, he directly holds 19,942 Class A shares.
The filing also lists a series of employee stock option grants on Class A and Class C Common Stock awarded between 2016 and 2025, with exercise prices ranging from $2.84 to $14.39 per share and expirations between 2026 and 2035. Footnotes note additional indirect holdings of 22,143 Class A shares in a Deferred Compensation Plan and 28,726 Class A shares in a 401(k) Retirement Savings Plan.