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.
Fidelity Brokerage Services LLC submitted a Form 144 reporting a proposed sale of common stock.
The filing lists 10,000 shares alongside an entry showing a sale of 615 shares on 04/02/2026 for $5,817.90. The record includes transaction types such as open market purchases and stock option exercise.
SECURITY NATIONAL FINANCIAL CORP director Moody H. Craig reported equity compensation transactions. On April 1, 2026, he received 615 restricted stock units tied to Class A Common Stock at $8.53 per unit and related derivative exercise into common shares.
Following these transactions, he directly held 44,144 shares of Class A Common Stock and 61,868 restricted stock units. The filing also lists earlier director stock option grants from 2016–2023 with exercise prices between $2.84 and $7.21, adjusted over time for multiple stock dividends under the company’s equity plans.
SECURITY NATIONAL FINANCIAL CORP general counsel and corporate secretary Jeffrey Russell Stephens reported equity compensation activity and a related share issuance. On December 5, 2025, he was granted 3,549 restricted stock units for Class A Common Stock at $8.53 per share, vesting quarterly until fully vested on December 31, 2026. On April 1, 2026, he received an additional grant of 887 restricted stock units and exercised derivative rights to acquire 887 shares of Class A Common Stock. Following the April transaction, he directly holds 36,235 shares of Class A Common Stock, and the filing notes a further 127,080 shares held indirectly through a 401(k) Retirement Savings Plan.
SECURITY NATIONAL FINANCIAL CORP director Gilbert A. Fuller reported equity compensation activity involving restricted stock units and Class A Common Stock. On April 1, 2026, he was credited with 615 restricted stock units tied to Class A Common Stock at $8.53 per share and exercised derivative rights to acquire 615 Class A Common shares. On the same date, 615 Class A Common shares were disposed of back to the issuer at $9.46 per share, leaving 41,973 Class A Common shares held directly. A prior grant on December 5, 2025 awarded 2,461 restricted stock units at $8.53 per share under the 2022 Equity Incentive Plan, vesting quarterly and fully vesting on December 31, 2026, with 1,846 restricted stock units remaining after the April transactions.
Security National Financial Corporation reports steady 2025 results across its three segments: life insurance, cemetery and mortuary, and mortgages. Total revenues rose to $344.6M, up 3.0% from 2024, driven mainly by higher investment income and stronger mortgage secondary market gains.
The insurance segment generated $208.3M in revenue and segment net earnings of $29.4M, up 7%, helped by an $8.1M increase in net investment income. Cemetery and mortuary revenues were $33.7M with stable earnings of $6.6M. Mortgage operations produced $110.4M in revenue and a reduced segment net loss of $3.9M while originating $2.30B of loans.
As of March 12, 2026, the company had 22,432,763 Class A and 3,587,237 Class C shares outstanding and continues its long-standing stock dividend policy while paying no cash dividends. A Rule 10b5-1 plan authorizes repurchases of up to $1.0M of Class A shares through December 31, 2026.
Security National Financial Corp insider updates holdings. A director, 10% owner, and vice president/general counsel reported a gift of 5,000 shares of Class A Common Stock on 12/30/2025 at $9.21 per share, leaving 159,985 Class A shares directly owned. This direct amount includes 52,713 Class A shares and 107,272 Class C shares, and does not count 111,191 Class A shares held indirectly in a 401(k) plan.
The insider also reported a series of employee stock options, culminating in new grants on 12/05/2025 for 10,657 and 289,343 options on Class C Common Stock at exercise prices of $9.38 and $8.53 per share. These 2025 options vest quarterly in equal installments beginning on 03/05/2026 and contribute to a total of 735,891 derivative securities beneficially owned.
Security National Financial Corp. director John L. Cook reported equity-related transactions and awards in Class A Common Stock and related derivatives. On January 2, 2026, he acquired 627 shares of Class A Common Stock at $13.08 per share, and on January 7, 2026 he acquired 4,678 shares at $8.54 per share, leaving him with 23,905 shares held directly.
The filing also details a series of director stock options previously granted under the 2014 Director Stock Option Plan and the 2022 Equity Incentive Plan, with exercise prices ranging from $2.84 to $7.21 and expirations out to 2033. In addition, Cook received restricted stock units for 2,509 shares on December 6, 2024 at $13.08 per share and for 2,461 shares on December 5, 2025 at $8.53 per share, with the 2025 grant vesting quarterly until fully vested on December 31, 2026.
Security National Financial Corp. director Gilbert A. Fuller reported equity transactions in Class A Common Stock and related restricted stock units. On January 2, 2026, he reported an acquisition of 627 Class A shares at $13.08 per share and a disposition of 627 Class A shares at $8.68 per share, leaving 41,973 Class A shares held directly.
The filing also details equity awards under the company’s 2022 Equity Incentive Plan. Restricted stock units granted on December 6, 2024 covered 2,509 shares at $13.08 per share, and units granted on December 5, 2025 covered 2,461 shares at $8.53 per share. The 2025 units vest quarterly and are scheduled to be fully vested on December 31, 2026, with 2,461 restricted stock units shown as beneficially owned directly after the reported transactions.
Security National Financial Corp insider activity: Vice President, General Counsel, director and 10% owner Andrew Quist reported a gift of 5,005 shares of Class A Common Stock on 12/16/2025 at a price of $9.39 per share. After this transaction, he directly beneficially owned 164,985 shares, which include 57,714 shares of Class A Common Stock and 107,272 shares of Class C Common Stock, and he also indirectly owned 111,191 Class A shares through the 401(k) Retirement Savings Plan. In addition, he held a series of employee stock options on Class A and Class C Common Stock, with exercise prices ranging from $3.27 to $13.67 per share and expiration dates extending through 12/06/2034, totaling 435,891 derivative securities beneficially owned following the reported transactions.
Security National Financial Corp reported director equity awards and holdings for John L. Cook. The disclosure lists a series of director stock options and restricted stock units tied to the company’s Class A Common Stock.
The most recent grant is 2,461 restricted stock units awarded on December 5, 2025 under the 2022 Equity Incentive Plan at $8.53 per share; these units vest quarterly and are scheduled to be fully vested on December 31, 2026. An earlier grant on December 6, 2024 covered 2,509 shares at $13.08 per share, also vesting quarterly through December 31, 2025. After giving effect to all reported transactions, Cook beneficially owns 63,110 derivative securities, including multiple director stock options with exercise prices ranging from $2.84 to $7.21 and expiration dates extending from 2026 to 2033.