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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.
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.