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Security National Financial Corporation (SNFCA)

USD9.88 +0.17 (+1.75%)
US NASDAQ Financial Services Financial - Mortgages
Address 433 West Ascension Way 84123
Salt Lake City, UT, US
CEO Scott Milton Quist
IPO 1987-08-12
CIK 318673 ISIN US8147853092

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Description

Security National Financial Corporation (SNFC) operates across three distinct sectors: life insurance, cemetery and mortuary services, and mortgage lending. Its Life Insurance division provides a comprehensive suite of products, encompassing various forms of life insurance – such as funeral pre-planning and interest-sensitive policies – alongside traditional life, accident, and health coverage. The segment also offers diverse annuity products, including single premium, flexible premium deferred, and immediate annuities, as well as specialized diver's accident protection. To manage its financial exposure, this division participates in reinsurance activities, both assuming and ceding risks with approved third-party reinsurers. The Cemetery and Mortuary segment manages a network of facilities, with fifteen mortuaries and seven cemeteries strategically located across Utah (eleven mortuaries, five cemeteries), California (one cemetery), and New Mexico (four mortuaries, one cemetery). Beyond operating these sites, it supplies a range of funeral and burial merchandise, including interment plots, vaults, mausoleum crypts, grave markers, caskets, and urns. Additionally, the segment delivers essential professional services such as funeral direction, grave preparation, access to chapels and viewing rooms, and specialized transportation. Through its Mortgages division, SNFC originates and underwrites loans for both residential and commercial properties. These financial services support new construction, the purchase of existing homes, and various other real estate endeavors, primarily within the states of Florida, Nevada, Texas, and Utah. The segment extends its residential lending solutions to a broad clientele, including real estate professionals like brokers and builders, as well as directly to individual consumers. Established in 1965, Security National Financial Corporation maintains its corporate headquarters in Salt Lake City, Utah.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD9.88 +0.17 (+1.75%)
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Volume Profile
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Liquidity & share structure
Average Volume
35.0K
Beta
0.70
Float Shares
13.48M
Free Float %
63.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.84% -1.73% +0.84% +3.10% +18.16% +6.88% -6.14% +35.44% +40.79% +216.78% +689.34%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
9.88
DCF (Unlevered) 864.97 +8,654.8%
DCF (Levered) 448.20 +4,436.4%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Piotroski F-Score
5 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
2 / 5
Medium
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
5 / 5
High
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Mortgages: +18.2%
    +4,106.2% Q1'26: +96,260.9% (vs Q1'25)
  • EPS growth Financial - Mortgages: +18.3%
    +18.9% Q1'26: +50.0% (vs Q1'25)
  • FCF margin FCF growth · Financial - Mortgages: +84.8%
    +22.4% Q1'26: +41.1% (vs Q1'25)
  • EBIT margin Financial - Mortgages: +34.8%
    +13.3% Q1'26: +0.0% (vs Q1'25)
  • ROIC Financial - Mortgages: +4.9%
    +8.7% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Financial - Mortgages: 0.0%
    +6.3% Q1'26: +4.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Mortgages: 7.44×
    1.88×
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.72) × ERP
WACC = 70% × Ke + 30% × Kd (4.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 858.36 Current price: 9.88
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B 3/5 3/5 2/5 1/5 1/5 5/5 5/5
2026-05-08 A 4/5 3/5 3/5 5/5 3/5 4/5 4/5
2026-05-07 A 4/5 3/5 3/5 5/5 3/5 4/5 4/5
2026-05-06 A 4/5 3/5 3/5 5/5 3/5 4/5 4/5
2026-05-05 A 4/5 3/5 3/5 5/5 3/5 4/5 4/5
2026-05-04 A 4/5 3/5 3/5 5/5 3/5 4/5 4/5
2026-05-01 A- 4/5 3/5 3/5 5/5 2/5 4/5 4/5
2026-04-30 A- 4/5 3/5 3/5 5/5 2/5 4/5 4/5
2026-04-29 A- 4/5 3/5 3/5 5/5 2/5 4/5 4/5
2026-04-28 A- 4/5 3/5 3/5 5/5 2/5 4/5 4/5
2026-04-27 A- 4/5 3/5 3/5 5/5 2/5 4/5 4/5
2026-04-24 A- 4/5 3/5 3/5 5/5 2/5 4/5 4/5
2026-04-23 A 4/5 4/5 3/5 5/5 2/5 4/5 4/5
2026-04-22 A 4/5 4/5 3/5 5/5 2/5 4/5 4/5
2026-04-21 A 4/5 4/5 3/5 5/5 2/5 4/5 4/5
2026-04-20 A 4/5 4/5 3/5 5/5 2/5 4/5 4/5
2026-04-17 A 4/5 4/5 3/5 5/5 2/5 4/5 4/5
2026-04-16 A 4/5 4/5 3/5 5/5 2/5 4/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
66.97B
OE per share TTM
2,622.39
Owner's Yield
28,254.04%
Maintenance CapEx ratio
485.01%
Maint CapEx / Avg PPE
42.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
14
Total invested
22.05M
Insider transactions (90d)
2
Beneficial owners (>5%)
15
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Fine Capital Partners, L.P. 2.17M 5.40% 325.5K 3.08M 325.5K 3.08M PN U.S.A. Citizen 2017-01-23
2 Jason A. Stock 1.75M 9.97% 1.75M 1.75M IN UNITED STATES OF AMERICA 2022-02-14
3 M3 FUNDS, LLC 1.75M 9.97% 1.75M 1.75M OO STATE OF DELAWARE, UNITED STATES OF AMERICA 2022-02-14
4 M3 PARTNERS, LP 1.75M 9.97% 1.75M 1.75M PN STATE OF DELAWARE, UNITED STATES OF AMERICA 2022-02-14
5 M3F, INC. 1.75M 9.97% 1.75M 1.75M IA, CO STATE OF UTAH, UNITED STATES OF AMERICA 2022-02-14
6 William C. Waller 1.75M 9.97% 1.75M 1.75M IN UNITED STATES OF AMERICA 2022-02-14
7 George R. and Shirley C. Quist Family Partnership, Ltd. 1.46M 31.70% 574.4K IN Utah 2017-01-23
8 George R. and Shirley C. Quist Family Partnership, Ltd. 1.45M 30.30% 633.3K 633.3K IN Utah 2019-01-25
9 George R. Quist and Shirley C. Quist Family Partnership, Ltd. 1.01M 39.20% 520.6K 520.6K PN Utah 2015-01-27
10 PARTNERS, LP 928.0K 6.06% 928.0K 928.0K PN STATE OF DELAWARE, UNITED STATES OF AMERICA 2019-05-17
11 Jordan Capital Partners, L.P. 910.9K 11.00% 910.9K 910.9K PN Delaware 2019-02-08
12 Scott M. Quist 378.1K 37.10% 493.4K 1.19M 493.4K IN U.S.A. Citizen 2014-10-29
13 Ault Glazer & Company Investment Management LLC 168.8K 3.59% 168.8K 168.8K IA Delaware 2003-09-17
14 Milton C. Ault, III 168.8K 3.59% 168.8K 168.8K HC, IN USA 2003-09-17
15 2 12.00% IN U.S.A. Citizen 2020-01-28

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
14
-58 vs prev Q
New positions
2
Closed positions
60
Increased
5
Reduced
3
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VERADACE CAPITAL MANAGEMENT LLC 353.1K +353.1K (+100.0%) 3.18B +3.2B (+100.0%) 1.43% +1.429 pp 1.94% +1.944 pp USD9.01 +0.0% 1 qtrs NEW
2 EP WEALTH ADVISORS, LLC 63.9K +63.9K (+100.0%) 575.46M +575.5M (+100.0%) 0.26% +0.259 pp 0.00% +0.003 pp USD9.01 +0.0% 1 qtrs NEW
3 SOLTIS INVESTMENT ADVISORS LLC 2.61M -24.8K (-0.9%) 23.54M +673.3K (+2.9%) 10.57% -0.075 pp 1.53% -0.053 pp USD8.57 +5.1% 25 qtrs
4 M3F, INC. 2.23M +— (+0.0%) 20.13M +759.0K (+3.9%) 9.04% +0.021 pp 5.53% +0.039 pp USD5.62 +60.3% 32 qtrs
5 BLACKROCK, INC. 919.3K +85.4K (+10.2%) 8.28M +1.1M (+14.6%) 3.72% +0.354 pp 0.00% +0.000 pp USD9.27 -2.8% 6 qtrs
6 VANGUARD GROUP INC 841.8K +29.1K (+3.6%) 7.58M +538.9K (+7.6%) 3.41% +0.126 pp 0.00% +0.000 pp USD6.49 +38.8% 54 qtrs
7 DIMENSIONAL FUND ADVISORS LP 767.9K +2.1K (+0.3%) 6.92M +280.0K (+4.2%) 3.11% +0.016 pp 0.00% +0.000 pp USD6.76 +33.3% 51 qtrs
8 LHM, INC. 718.0K -11.7K (-1.6%) 6.47M +142.5K (+2.3%) 2.91% -0.041 pp 2.41% +0.314 pp USD8.57 +5.1% 9 qtrs
9 AMERIPRISE FINANCIAL INC 646.3K +77.0K (+13.5%) 5.82M +887.5K (+18.0%) 2.62% +0.317 pp 0.00% +0.000 pp USD8.21 +9.7% 7 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 373.7K +14.8K (+4.1%) 3.37M +255.3K (+8.2%) 1.51% +0.063 pp 0.00% +0.000 pp USD8.49 +6.1% 53 qtrs
11 BRIDGEWAY CAPITAL MANAGEMENT, LLC 320.7K -41.7K (-11.5%) 2.89M -252.9K (-8.1%) 1.30% -0.166 pp 0.06% -0.007 pp USD5.41 +66.5% 53 qtrs
12 RBF CAPITAL, LLC 303.5K -6.1K (-2.0%) 2.73M +50.0K (+1.9%) 1.23% -0.022 pp 0.12% +0.002 pp USD7.80 +15.5% 7 qtrs
13 RENAISSANCE TECHNOLOGIES LLC 211.6K -41.6K (-16.4%) 1.91M -289.1K (-13.2%) 0.86% -0.166 pp 0.00% +0.000 pp USD6.23 +44.6% 45 qtrs
14 RAYMOND JAMES FINANCIAL INC 161.8K -4.7K (-2.8%) 1.46M +14.2K (+1.0%) 0.65% -0.018 pp 0.00% +0.000 pp USD9.48 -5.0% 4 qtrs
15 STATE STREET CORP 156.8K -772.0 (-0.5%) 1.41M +46.6K (+3.4%) 0.63% -0.002 pp 0.00% +0.000 pp USD8.75 +3.0% 23 qtrs
16 GOLDMAN SACHS GROUP INC 152.8K -20.5K (-11.8%) 1.38M -126.1K (-8.4%) 0.62% -0.082 pp 0.00% +0.000 pp USD9.06 -0.6% 21 qtrs
17 NORTHERN TRUST CORP 138.2K -3.9K (-2.7%) 1.24M +13.5K (+1.1%) 0.56% -0.014 pp 0.00% +0.000 pp USD8.70 +3.6% 51 qtrs
18 EMPOWERED FUNDS, LLC 82.5K +8.7K (+11.7%) 743.1K +103.0K (+16.1%) 0.33% +0.036 pp 0.01% -0.001 pp USD8.64 +4.3% 11 qtrs
19 VERDAD ADVISERS, LP 80.8K +80.8K (+100.0%) 728.0K +728.0K (+100.0%) 0.33% +0.327 pp 0.83% +0.833 pp USD9.01 +0.0% 1 qtrs NEW
20 BARCLAYS PLC 61.9K +19.5K (+45.8%) 558.1K +167.3K (+42.8%) 0.25% +0.079 pp 0.00% +0.000 pp USD8.63 +4.4% 23 qtrs
21 PHYSICIAN WEALTH ADVISORS, INC. 52.4K -3.8K (-6.7%) 471.9K -15.0K (-3.1%) 0.21% -0.015 pp 0.07% -0.004 pp USD9.99 -9.8% 16 qtrs
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 46.4K +15.0 (+0.0%) 418.3K +15.9K (+4.0%) 0.19% +0.001 pp 0.00% +0.000 pp USD9.35 -3.6% 3 qtrs
23 EVERGREEN CAPITAL MANAGEMENT LLC 39.3K +— (+0.0%) 354.0K +13.4K (+3.9%) 0.16% +0.000 pp 0.01% 0.000 pp USD9.35 -3.6% 3 qtrs
24 MORGAN STANLEY 38.9K +6.5K (+20.1%) 350.7K +69.8K (+24.8%) 0.16% +0.027 pp 0.00% +0.000 pp USD8.50 +6.0% 23 qtrs
25 BANK OF NEW YORK MELLON CORP 35.7K -275.0 (-0.8%) 321.9K +9.8K (+3.1%) 0.14% -0.001 pp 0.00% +0.000 pp USD9.33 -3.4% 3 qtrs
26 CITADEL ADVISORS LLC 34.6K +18.1K (+109.2%) 311.8K +168.4K (+117.4%) 0.14% +0.073 pp 0.00% +0.000 pp USD9.19 -2.0% 9 qtrs
27 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 33.8K -26.3K (-43.7%) 304.9K -216.3K (-41.5%) 0.14% -0.106 pp 0.00% -0.001 pp USD9.37 -3.8% 11 qtrs
28 MILLENNIUM MANAGEMENT LLC 33.2K -27.1K (-44.9%) 299.2K -223.7K (-42.8%) 0.13% -0.109 pp 0.00% 0.000 pp USD10.20 -11.7% 9 qtrs
29 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 26.4K -1.2K (-4.2%) 237.7K -1.1K (-0.5%) 0.11% -0.005 pp 0.00% +0.000 pp USD9.20 -2.1% 6 qtrs
30 BLACK MAPLE CAPITAL MANAGEMENT LP 24.1K +11.2K (+87.6%) 216.9K +105.6K (+94.9%) 0.10% +0.046 pp 0.15% +0.098 pp USD8.83 +2.0% 2 qtrs
31 RITHOLTZ WEALTH MANAGEMENT 23.2K -8.7K (-27.2%) 208.8K -67.2K (-24.4%) 0.09% -0.035 pp 0.00% -0.002 pp USD9.58 -5.9% 10 qtrs
32 NUVEEN, LLC 22.3K +2.2K (+11.0%) 200.6K +26.7K (+15.3%) 0.09% +0.009 pp 0.00% +0.000 pp USD9.31 -3.2% 3 qtrs
33 HSBC HOLDINGS PLC 20.9K +— (+0.0%) 188.3K +8.8K (+4.9%) 0.08% +0.000 pp 0.00% +0.000 pp USD7.93 +13.6% 7 qtrs
34 WELLS FARGO & COMPANY/MN 18.5K +6.4K (+52.8%) 166.3K +61.5K (+58.7%) 0.07% +0.026 pp 0.00% +0.000 pp USD9.14 -1.4% 23 qtrs
35 BANK OF AMERICA CORP /DE/ 18.3K +6.5K (+54.7%) 164.5K +62.2K (+60.8%) 0.07% +0.026 pp 0.00% +0.000 pp USD9.06 -0.6% 23 qtrs
36 LUNT CAPITAL MANAGEMENT, INC. 18.0K +— (+0.0%) 161.9K +6.1K (+3.9%) 0.07% +0.000 pp 0.06% +0.001 pp USD7.88 +14.3% 7 qtrs
37 INVESCO LTD. 17.0K +1.2K (+7.8%) 152.9K +16.4K (+12.0%) 0.07% +0.005 pp 0.00% +0.000 pp USD9.23 -2.4% 3 qtrs
38 JPMORGAN CHASE & CO 16.5K +871.0 (+5.6%) 149.0K +13.2K (+9.7%) 0.07% +0.004 pp 0.00% +0.000 pp USD9.29 -3.0% 23 qtrs
39 DEUTSCHE BANK AG\ 13.2K -12.3K (-48.4%) 118.8K -102.5K (-46.3%) 0.05% -0.050 pp 0.00% +0.000 pp USD8.67 +3.9% 2 qtrs
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 11.8K +11.8K (+100.0%) 106.0K +106.0K (+100.0%) 0.05% +0.048 pp 0.00% +0.000 pp USD9.01 +0.0% 6 qtrs
41 RHUMBLINE ADVISERS 11.3K -2.5K (-18.2%) 101.6K -17.9K (-15.0%) 0.05% -0.010 pp 0.00% +0.000 pp USD9.38 -3.9% 11 qtrs
42 SQUAREPOINT OPS LLC 11.2K -35.8K (-76.1%) 101.2K -306.2K (-75.2%) 0.05% -0.144 pp 0.00% 0.000 pp USD8.67 +3.9% 2 qtrs
43 UBS GROUP AG 9.8K -2.5K (-20.3%) 88.6K -18.4K (-17.2%) 0.04% -0.010 pp 0.00% +0.000 pp USD10.35 -12.9% 45 qtrs
44 METLIFE INVESTMENT MANAGEMENT, LLC 9.4K +9.4K (+100.0%) 84.8K +84.8K (+100.0%) 0.04% +0.038 pp 0.00% +0.000 pp USD9.01 +0.0% 3 qtrs
45 NEW YORK STATE COMMON RETIREMENT FUND 8.5K +— (+0.0%) 76.6K +2.9K (+3.9%) 0.03% +0.000 pp 0.00% +0.000 pp USD9.38 -3.9% 3 qtrs
46 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 7.4K +220.0 (+3.1%) 66.7K +4.4K (+7.1%) 0.03% +0.001 pp 0.00% +0.000 pp USD9.37 -3.8% 3 qtrs
47 FARTHER FINANCE ADVISORS, LLC 6.4K +— (+0.0%) 57.5K +2.2K (+3.9%) 0.03% +0.000 pp 0.00% 0.000 pp USD11.87 -24.1% 5 qtrs
48 BNP PARIBAS ARBITRAGE, SNC 3.9K -2.5K (-39.5%) 34.9K -20.6K (-37.2%) 0.02% -0.010 pp 0.00% +0.000 pp USD8.77 +2.7% 23 qtrs
49 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 3.1K +— (+0.0%) 28.4K +1.1K (+3.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD9.35 -3.6% 3 qtrs
50 RUSSELL INVESTMENTS GROUP, LTD. 2.2K +596.0 (+37.5%) 19.7K +5.9K (+42.9%) 0.01% +0.002 pp 0.00% +0.000 pp USD8.78 +2.6% 6 qtrs
51 FMR LLC 1.8K +1.5K (+419.0%) 16.5K +13.4K (+439.4%) 0.01% +0.006 pp 0.00% +0.000 pp USD8.99 +0.2% 11 qtrs
52 AMERITAS INVESTMENT PARTNERS, INC. 1.6K +— (+0.0%) 14.2K +537.0 (+3.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD9.35 -3.6% 3 qtrs
53 LEGAL & GENERAL GROUP PLC 1.4K +— (+0.0%) 12.5K +473.0 (+3.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD9.35 -3.6% 3 qtrs
54 TUCKER ASSET MANAGEMENT LLC 1.2K +1.2K (+100.0%) 11.2K +11.2K (+100.0%) 0.01% +0.005 pp 0.00% +0.003 pp USD9.01 +0.0% 1 qtrs NEW
55 TOWER RESEARCH CAPITAL LLC (TRC) 1.2K -323.0 (-21.2%) 10.8K -2.4K (-18.1%) 0.00% -0.001 pp 0.00% 0.000 pp USD8.67 +3.9% 14 qtrs
56 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.0K +35.0 (+3.6%) 9.0K +643.0 (+7.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.33 -3.4% 3 qtrs
57 STERLING CAPITAL MANAGEMENT LLC 937.00 -130.0 (-12.2%) 8.4K -809.0 (-8.7%) 0.00% -0.001 pp 0.00% +0.000 pp USD8.93 +0.9% 3 qtrs
58 ROYAL BANK OF CANADA 662.00 +496.0 (+298.8%) 6.0K +5.0K (+500.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD8.81 +2.3% 21 qtrs
59 AMALGAMATED BANK 511.00 -17.0 (-3.2%) 5.0K +— (+0.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD9.34 -3.5% 3 qtrs
60 CWM, LLC 422.00 +266.0 (+170.5%) 4.0K +3.0K (+300.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD8.88 +1.5% 2 qtrs
61 CITIGROUP INC 370.00 -859.0 (-69.9%) 3.3K -7.3K (-68.7%) 0.00% -0.004 pp 0.00% +0.000 pp USD9.18 -1.9% 13 qtrs
62 COREFIRST BANK & TRUST 353.00 +353.0 (+100.0%) 3.2K +3.2K (+100.0%) 0.00% +0.001 pp 0.00% +0.002 pp USD9.01 +0.0% 1 qtrs NEW
63 IFP ADVISORS, INC 139.00 +7.0 (+5.3%) 1.3K +108.0 (+9.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.73 -23.2% 5 qtrs
64 COMERICA BANK 87.00 +— (+0.0%) 784.00 +30.0 (+4.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.46 +20.8% 10 qtrs
65 GAMMA INVESTING LLC 82.00 +82.0 (+100.0%) 739.00 +739.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.00 +0.1% 1 qtrs NEW
66 EVERSOURCE WEALTH ADVISORS, LLC 41.00 +23.0 (+127.8%) 369.00 +213.0 (+136.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD8.85 +1.8% 2 qtrs
67 ROTHSCHILD INVESTMENT LLC 35.00 +— (+0.0%) 315.00 +12.0 (+4.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD8.66 +4.0% 2 qtrs
68 MAI CAPITAL MANAGEMENT 4.00 +4.0 (+100.0%) 37.00 +37.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.00 +0.1% 1 qtrs NEW
69 ALLWORTH FINANCIAL LP 4.00 +4.0 (+100.0%) 37.00 +37.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.00 +0.1% 1 qtrs NEW
70 NISA INVESTMENT ADVISORS, LLC 1.00 +1.0 (+100.0%) 9.00 +9.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.00 +0.1% 1 qtrs NEW
71 SBI SECURITIES CO., LTD. 1.00 +— (+0.0%) 9.00 +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD12.00 -24.9% 5 qtrs
72 SUNBELT SECURITIES, INC. 1.00 +1.0 (+100.0%) 9.00 +9.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.00 +0.1% 1 qtrs NEW
73 ACADIAN ASSET MANAGEMENT LLC -8.5K (-100.0%) -72.0K (-100.0%) 0.00% -0.034 pp 0.00% 0.000 pp USD 5 qtrs SOLD
74 SRS CAPITAL ADVISORS, INC. -183.0 (-100.0%) -1.6K (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 2 qtrs SOLD
75 COVESTOR LTD -521.0 (-100.0%) -5.0K (-100.0%) 0.00% -0.002 pp 0.00% -0.003 pp USD 2 qtrs SOLD
76 PANAGORA ASSET MANAGEMENT INC -10.7K (-100.0%) -92.8K (-100.0%) 0.00% -0.043 pp 0.00% 0.000 pp USD 3 qtrs SOLD
77 SMITHFIELD TRUST CO -669.0 (-100.0%) -6.0K (-100.0%) 0.00% -0.003 pp 0.00% 0.000 pp USD 5 qtrs SOLD
78 UBS ASSET MANAGEMENT AMERICAS INC -3.7K (-100.0%) -31.9K (-100.0%) 0.00% -0.015 pp 0.00% +0.000 pp USD 2 qtrs SOLD
79 TREXQUANT INVESTMENT LP -16.4K (-100.0%) -141.8K (-100.0%) 0.00% -0.066 pp 0.00% -0.002 pp USD 4 qtrs SOLD
80 TRUE WEALTH DESIGN, LLC -1.0 (-100.0%) -9.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 52 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.04% 724.7K 0.47%
2 iShares Micro-Cap ETF IWC 0.04% 543.0K 0.60%
3 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.02% 249.1K 0.20%
4 iShares Russell 2000 Value ETF IWN 0.01% 1.78M 0.24%
5 Dimensional - US Small Cap Value ETF DFSV 0.01% 876.4K 0.30%
6 Vanguard Russell 2000 Value ETF VTWV 0.01% 130.0K 0.06%
7 U.S. Micro Cap Portfolio ETF DFMC 0.01% 761.5K 0.43%
8 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.01% 178.0K 0.30%
9 Global X - Russell 2000 ETF RSSL 0.01% 75.9K 0.08%
10 Invesco Russell 2000 UCITS ETF RTYS.L 0.01% 16.4K 0.25%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
0.60
Neutral
Buys
6
Sells
6
Shares acquired
8.1K
Shares disposed
13.3K
Cash buys
Cash sales
1.00
Net activity
-5,282
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-20 MOODY H. CRAIG Director M-Exempt A Class A Common Stock 4,471 4.32 19.3K 48,615 D
2026-04-18 Quist Adam George Director / Officer / 10% Owner M-Exempt A Class A Common Stock 8,934 9.86 88.1K 19,942 D
2026-04-07 FULLER GILBERT A Director S-Sale D Class A Common Stock 10,000 9.45 94.5K 31,973 D
2026-04-01 Stephens Jeffrey Russell Officer M-Exempt A Class A Common Stock 887 8.53 7.6K 36,235 D
2026-04-01 MOODY H. CRAIG Director M-Exempt A Class A Common Stock 615 8.53 5.2K 44,144 D
2026-04-01 FULLER GILBERT A Director D-Return D Class A Common Stock 615 9.46 5.8K 41,973 D
2026-04-01 Cook John L Director M-Exempt A Class A Common Stock 615 8.53 5.2K 24,520 D
2026-01-07 Cook John L Director M-Exempt A Class A Common Stock 4,678 8.54 40.0K 23,905 D
2026-01-02 Stephens Jeffrey Russell Officer M-Exempt A Class A Common Stock 603 13.03 7.9K 35,348 D
2026-01-02 MOODY H. CRAIG Director M-Exempt A Class A Common Stock 627 8.68 5.4K 43,529 D
2026-01-02 FULLER GILBERT A Director D-Return D Class A Common Stock 627 8.68 5.4K 41,973 D
2026-01-02 Cook John L Director M-Exempt A Class A Common Stock 627 13.08 8.2K 19,227 D
2025-12-16 Quist S. Andrew Director / Officer / 10% Owner G-Gift D Class A Common Stock 5,005 9.39 47.0K 164,985 D
2025-12-12 Stephens Jeffrey Russell Officer G-Gift D Class A Common Stock 10,000 9.01 90.1K 34,745 D
2025-12-09 MOODY H. CRAIG Director G-Gift D Class A Common Stock 800 8.53 6.8K 42,902 D
2025-12-05 Stephens Jeffrey Russell Officer A-Award A Restricted Stock Unit 3,549 8.53 30.3K 3,549 D
2025-12-05 Sill Garrett S. Officer A-Award A Employee Stock Option (right to buy) 210,000 8.53 1.79M 495,221 D
2025-12-05 Quist Adam George Director / Officer / 10% Owner A-Award A Employee Stock Option (right to buy) 289,343 8.53 2.47M 783,167 D
2025-12-05 MOODY H. CRAIG Director A-Award A Restricted Stock Unit 2,461 8.53 21.0K 63,110 D
2025-12-05 MEHTA SHITAL ASHOK Director A-Award A Director Stock Option (right to buy) 10,400 8.53 88.7K 45,537 D
2025-12-05 Hunter Robert Gail Director A-Award A Director Stock Option (right to buy) 10,400 8.53 88.7K 81,342 D
2025-12-05 FULLER GILBERT A Director A-Award A Restricted Stock Unit 2,461 8.53 21.0K 3,088 D
2025-12-05 Cook John L Director A-Award A Restricted Stock Unit 2,461 8.53 21.0K 63,110 D
2025-12-03 Quist S. Andrew Director / Officer / 10% Owner M-Exempt A Class A Common Stock 33,393 3.92 130.9K 184,882 D
2025-11-28 Hunter Robert Gail Director M-Exempt A Class A Common Stock 10,021 3.92 39.3K 66,178 D
2025-07-01 Stephens Jeffrey Russell Officer M-Exempt A Class A Common Stock 604 13.08 7.9K 42,040 D
2025-07-01 MOODY H. CRAIG Director M-Exempt A Class A Common Stock 628 13.08 8.2K 41,024 D
2025-07-01 FULLER GILBERT A Director D-Return D Class A Common Stock 628 9.85 6.2K 39,974 D
2025-07-01 Cook John L Director M-Exempt A Class A Common Stock 628 13.08 8.2K 17,117 D
2025-04-01 Stephens Jeffrey Russell Officer A-Award D Restricted Stock Unit 603 13.08 7.9K 1,810 D
2025-04-01 MOODY H. CRAIG Director M-Exempt A Class A Common Stock 627 13.08 8.2K 40,396 D
2025-04-01 FULLER GILBERT A Director A-Award D Restricted Stock Unit 627 13.08 8.2K 1,882 D
2025-04-01 Cook John L Director M-Exempt A Class A Common Stock 627 13.08 8.2K 16,489 D
2025-03-27 Quist S. Andrew Director / Officer / 10% Owner M-Exempt A Class C Common Stock 49,836 2.99 149.0K 156,093 D
2025-03-22 LOVE LUDMYA B Director M-Exempt A Class A Common Stock 10,565 12.82 135.4K 10,565 D
2025-02-19 Sill Garrett S. Officer D-Return D Class A Common Stock 2,300 13.30 30.6K 72,517 D
2025-02-19 Overbaugh Jason G. Director / Officer / 10% Owner M-Exempt A Class C Common Stock 45,501 13.30 605.2K 161,740 D
2025-02-05 Stephens Jeffrey Russell Officer M-Exempt A Class A Common Stock 12,681 12.71 161.2K 40,833 D
2025-01-15 FULLER GILBERT A Director M-Exempt A Class A Common Stock 895 4.76 4.3K 15,743 D
2025-01-02 MOODY H. CRAIG Director G-Gift D Class A Common Stock 2,000 12.38 24.8K 39,769 D
2025-01-02 FULLER GILBERT A Director S-Sale D Class A Common Stock 460 12.22 5.6K 14,848 D
2024-12-06 Stephens Jeffrey Russell Officer A-Award A Restricted Stock Unit 1,810 13.08 23.7K 1,810 D
2024-12-06 Sill Garrett S. Officer A-Award A Employee Stock Option (right to buy) 65,000 13.08 850.2K 271,640 D
2024-12-06 Quist S. Andrew Director / Officer / 10% Owner A-Award A Employee Stock Option (right to buy) 7,298 13.67 99.8K 359,188 D
2024-12-06 Quist Adam George Director / Officer / 10% Owner A-Award A Employee Stock Option (right to buy) 73,050 13.08 955.5K 475,302 D
2024-12-06 QUIST SCOTT M Director / Officer / 10% Owner D-Return D Class C Common Stock 25,506 13.06 333.1K 119,667 D
2024-12-06 Overbaugh Jason G. Director / Officer / 10% Owner A-Award A Employee Stock Option (right to buy) 33,050 13.08 432.3K 295,127 D
2024-12-06 MOODY H. CRAIG Director A-Award A Restricted Stock Unit 1,882 13.08 24.6K 59,045 D
2024-12-06 MEHTA SHITAL ASHOK Director A-Award A Director Stock Option (right to buy) 10,400 13.08 136.0K 33,464 D
2024-12-06 LOVE LUDMYA B Director A-Award A Director Stock Option (right to buy) 10,400 13.08 136.0K 33,464 D
2024-12-06 Hunter Robert Gail Director A-Award A Director Stock Option (right to buy) 10,400 13.08 136.0K 77,106 D
2024-12-06 FULLER GILBERT A Director A-Award A Restricted Stock Unit 1,882 13.08 24.6K 1,882 D
2024-12-06 Cook John L Director A-Award A Restricted Stock Unit 1,882 13.08 24.6K 59,045 D
2024-11-26 QUIST SCOTT M Director / Officer / 10% Owner J-Other D Class C Common Stock 36,614 13.06 478.2K 145,173 D
2024-11-25 Quist S. Andrew Director / Officer D-Return D Class A Common Stock 16,635 12.96 215.6K 106,257 D
2024-11-22 Quist S. Andrew Director / Officer G-Gift D Class A Common Stock 8,000 12.80 102.4K 70,564 D
2024-11-19 Stephens Jeffrey Russell Officer G-Gift D Class A Common Stock 10,000 11.80 118.0K 28,152 D
2024-11-19 MOODY H. CRAIG Director G-Gift D Class A Common Stock 1,500 11.80 17.7K 35,451 D
2024-11-18 Sill Garrett S. Officer D-Return D Class A Common Stock 6,307 11.80 74.4K 74,817 D
2024-11-15 Quist S. Andrew Director / Officer M-Exempt D Class A Common Stock 24,604 2.95 72.6K 78,564 D
2024-11-12 Hunter Robert Gail Director M-Exempt A Class A Common Stock 7,124 10.20 72.7K 55,026 D
2024-10-31 Overbaugh Jason G. Director / Officer S-Sale D Class A Common Stock 2,500 9.78 24.5K 116,239 D
2024-10-30 Quist Adam George Director / Officer M-Exempt A Class A Common Stock 2,805 10.03 28.1K 10,484 D
2024-10-30 Overbaugh Jason G. Director / Officer M-Exempt A Class A Common Stock 16,542 10.03 165.8K 118,739 D
2024-10-02 FULLER GILBERT A Director S-Sale D Class A Common Stock 460 9.18 4.2K 14,848 D
2024-09-24 Quist S. Andrew Director / Officer G-Gift D Class A Common Stock 8,000 8.95 71.6K 54,500 D
2024-09-17 Stephens Jeffrey Russell Officer A-Award D Employee Stock Option (right to buy) 1,025 5.85 6.0K 17,500
2024-08-17 Sill Garrett S. Officer G-Gift D Class A Common Stock 3,000 8.50 25.5K 59,490
2024-07-03 Sill Garrett S. Officer M-Exempt A Class A Common Stock 7,858 8.11 63.7K 59,282
2024-07-02 FULLER GILBERT A Director M-Exempt A Class A Common Stock 460 7.99 3.7K 14,601
2024-06-18 Quist S. Andrew Director / Officer M-Exempt A Class A Common Stock 15,901 7.40 117.7K 59,524
2024-06-06 MOODY H. CRAIG Director M-Exempt A Class A Common Stock 5,887 8.09 47.6K 35,191
2024-04-12 Cook John L Director M-Exempt A Class A Common Stock 8,702 6.96 60.6K 15,107
2024-04-02 FULLER GILBERT A Director M-Exempt A Class A Common Stock 460 7.99 3.7K 14,601
2024-01-29 Quist S. Andrew Director / Officer G-Gift D Class A Common Stock 8,000 8.25 66.0K 43,623
2024-01-02 FULLER GILBERT A Director S-Sale D Class A Common Stock 405 9.04 3.7K 14,141 D
2023-12-12 FULLER GILBERT A Director S-Sale D Class A Common Stock 3,000 8.72 26.2K 14,141 D
2023-12-11 Stephens Jeffrey Russell Officer S-Sale D Class A Common Stock 15,000 8.90 133.5K 25,660
2023-12-07 Stephens Jeffrey Russell Officer M-Exempt A Class A Common Stock 9,652 8.33 80.4K 39,684 D
2023-12-04 Quist S. Andrew Director / Officer M-Exempt A Class A Common Stock 16,696 8.05 134.4K 51,623
2023-12-01 Stephens Jeffrey Russell Officer A-Award A Employee Stock Option (right to buy) 10,500 7.59 79.7K 28,000
2023-12-01 Sill Garrett S. Officer A-Award A Employee Stock Option (right to buy) 40,000 7.99 319.6K 217,404
2023-12-01 Quist S. Andrew Director / Officer A-Award A Employee Stock Option (right to buy) 80,000 7.99 639.2K 478,566
2023-12-01 Quist Adam George Director / Officer / 10% Owner A-Award A Employee Stock Option (right to buy) 88,200 7.21 635.9K 399,166 D
2023-12-01 QUIST SCOTT M Director / Officer / 10% Owner A-Award A Employee Stock Option (right to buy) 68,250 7.97 544.0K 197,794 D
2023-12-01 Overbaugh Jason G. Director / Officer A-Award A Employee Stock Option (right to buy) 40,000 7.99 319.6K 302,113 D
2023-12-01 MOODY H. CRAIG Director A-Award A Director Stock Option (right to buy) 8,820 7.21 63.6K 50,480 D
2023-12-01 MEHTA SHITAL ASHOK Director A-Award A Director Stock Option (right to buy) 8,400 7.59 63.8K 23,064 D
2023-12-01 LOVE LUDMYA B Director A-Award A Director Stock Option (right to buy) 8,400 7.59 63.8K 23,064 D
2023-12-01 Hunter Robert Gail Director A-Award A Director Stock Option (right to buy) 8,400 7.59 63.8K 66,706 D
2023-12-01 FULLER GILBERT A Director A-Award A Restricted Stock Unit 1,380 7.99 11.0K 38,609
2023-12-01 Cook John L Director A-Award A Director Stock Option (right to buy) 8,000 7.99 63.9K 54,440
2023-11-17 Hunter Robert Gail Director M-Exempt A Class A Common Stock 6,338 8.08 51.2K 47,609 D
2023-10-03 FULLER GILBERT A Director M-Exempt A Class A Common Stock 405 7.61 3.1K 17,540
2023-07-20 MOODY H. CRAIG Director S-Sale D Class A Common Stock 987 8.43 8.3K 29,304 D
2023-07-14 Overbaugh Jason G. Director / Officer G-Gift D Class A Common Stock 4,500 8.40 37.8K 76,575 D
2023-07-14 MOODY H. CRAIG Director J-Other A Class A Common Stock 1,538 8.40 12.9K 32,304 D
2023-07-03 Sill Garrett S. Officer M-Exempt A Class A Common Stock 8,412 8.93 75.1K 48,785
2023-06-16 FULLER GILBERT A Director M-Exempt A Class A Common Stock 9,652 8.56 82.6K 16,234 D
2023-06-09 Cook John L Director M-Exempt A Class A Common Stock 6,100 8.68 52.9K 6,100
2023-06-01 MOODY H. CRAIG Director G-Gift D Class A Common Stock 3,200 8.05 25.8K 30,766
2023-05-30 MOODY H. CRAIG Director M-Exempt A Class A Common Stock 5,745 7.81 44.9K 33,966
2023-04-01 FULLER GILBERT A Director D-Return D Restricted Stock Unit 405 6.48 2.6K 56,188
2023-01-31 FULLER GILBERT A Director M-Exempt A Class A Common Stock 5,450 7.21 39.3K 6,672 D
2023-01-19 Stephens Jeffrey Russell Officer M-Exempt A Class A Common Stock 10,019 7.39 74.0K 28,602
2022-12-02 Stephens Jeffrey Russell Officer A-Award A Employee Stock Option (right to buy) 10,000 5.85 58.5K 17,500 D
2022-12-02 Sill Garrett S. Officer A-Award A Employee Stock Option (right to buy) 38,588 5.85 225.7K 164,640 D
2022-12-02 Quist S. Andrew Director / Officer A-Award A Employee Stock Option (right to buy) 88,200 5.85 516.0K 418,494 D
2022-12-02 Quist Adam George Director / Officer A-Award A Employee Stock Option (right to buy) 88,200 5.85 516.0K 311,302 D
2022-12-02 QUIST SCOTT M Director / Officer / 10% Owner A-Award A Employee Stock Option (right to buy) 71,663 6.14 440.0K 129,544 D
2022-12-02 Overbaugh Jason G. Director / Officer A-Award A Employee Stock Option (right to buy) 38,588 5.85 225.7K 213,127 D
2022-12-02 MOODY H. CRAIG Director A-Award A Director Stock Option (right to buy) 7,000 6.48 45.4K 61,973
2022-12-02 MEHTA SHITAL ASHOK Director A-Award A Director Stock Option (right to buy) 8,104 5.56 45.1K 15,397 D
2022-12-02 LOVE LUDMYA B Director A-Award D Director Stock Option (right to buy) 7,718 5.85 45.2K 0 D
2022-12-02 Hunter Robert Gail Director D-Return D Director Stock Option (right to buy) 1,671 4.34 7.3K 0
2022-12-02 FULLER GILBERT A Director A-Award A Restricted Stock Unit 810 6.48 5.2K 38,039
2022-12-02 Cook John L Director A-Award A Director Stock Option (right to buy) 7,350 6.16 45.3K 65,073
2022-09-27 MOODY H. CRAIG Director G-Gift D Class A Common Stock 4,800 6.51 31.2K 28,221 D
2022-07-08 MOODY H. CRAIG Director J-Other A Class A Common Stock 1,573 8.49 13.4K 33,021 D
2022-06-21 Stephens Jeffrey Russell Officer A-Award A Employee Stock Option (right to buy) 8,900 4.62 41.1K 8,900
2022-04-06 MOODY H. CRAIG Director M-Exempt A Class A Common Stock 8,054 10.01 80.6K 31,448
2022-03-21 Hunter Robert Gail Director A-Award A Director Stock Option (right to buy) 6,542 5.45 35.7K 6,542
2022-02-11 Quist S. Andrew Director / Officer M-Exempt A Class A Common Stock 23,852 9.89 235.9K 31,680
2021-12-29 Quist Adam George Director / Officer M-Exempt D Class A Common Stock 1,484 9.18 13.6K 6,633
2021-12-06 Hunter Robert Gail Director M-Exempt A Class A Common Stock 9,121 8.82 80.4K 31,547 D
2021-12-03 Stephens Jeffrey Russell Officer A-Award A Employee Stock Option (right to buy) 7,500 8.62 64.7K 7,500 D
2021-12-03 Sill Garrett S. Officer A-Award A Employee Stock Option (right to buy) 33,075 7.78 257.3K 140,654
2021-12-03 Quist S. Andrew Director / Officer A-Award A Employee Stock Option (right to buy) 69,458 7.39 513.3K 330,294 D
2021-12-03 Quist Adam George Director / Officer / 10% Owner A-Award A Employee Stock Option (right to buy) 72,931 7.02 512.0K 218,356 D
2021-12-03 QUIST SCOTT M Director / Officer / 10% Owner A-Award A Employee Stock Option (right to buy) 50,000 9.48 474.0K 50,000
2021-12-03 Overbaugh Jason G. Director / Officer A-Award A Employee Stock Option (right to buy) 34,729 7.39 256.6K 174,539 D
2021-12-03 MOODY H. CRAIG Director A-Award A Director Stock Option (right to buy) 6,615 7.78 51.5K 48,178
2021-12-03 MEHTA SHITAL ASHOK Director A-Award A Director Stock Option (right to buy) 6,300 8.19 51.6K 6,300
2021-12-03 LOVE LUDMYA B Director A-Award A Director Stock Option (right to buy) 6,946 7.39 51.3K 6,946 D
2021-12-03 Johnson Stephen Charles Officer A-Award A Employee Stock Option (right to buy) 10,000 8.62 86.2K 10,000
2021-12-03 Hunter Robert Gail Director A-Award A Director Stock Option (right to buy) 7,293 7.02 51.2K 43,098 D
2021-12-03 FULLER GILBERT A Director A-Award A Director Stock Option (right to buy) 6,300 8.19 51.6K 6,300
2021-12-03 Cook John L Director A-Award A Director Stock Option (right to buy) 7,293 7.02 51.2K 33,556 D
2021-11-09 Johnson Stephen Charles Officer M-Exempt A Class A Common Stock 4,327 9.53 41.2K 12,930 D
2021-11-05 Stephens Jeffrey Russell Officer G-Gift D Class A Common Stock 1,055 9.63 10.2K 7,764
2021-07-16 Stephens Jeffrey Russell Officer J-Other A Class A Common Stock 420 8.52 3.6K 8,819
2021-07-16 Sill Garrett S. Officer J-Other D Class A Common Stock 2,252 8.29 18.7K 47,307
2021-07-16 Quist S. Andrew Director / Officer J-Other A Class A Common Stock 849 8.29 7.0K 17,828 D
2021-07-16 Quist Adam George Director / Officer J-Other A Class A Common Stock 387 8.29 3.2K 0
2021-07-16 Overbaugh Jason G. Director / Officer G-Gift D Class A Common Stock 5,470 9.08 49.7K 99,063
2021-07-16 MOODY H. CRAIG Director J-Other A Class A Common Stock 1,070 8.29 8.9K 23,394
2021-07-16 Johnson Stephen Charles Officer J-Other A Class A Common Stock 410 8.52 3.5K 8,603 D
2021-07-16 Hunter Robert Gail Director J-Other A Class A Common Stock 1,068 8.29 8.9K 22,426
2021-07-16 FULLER GILBERT A Director J-Other A Class A Common Stock 55 8.29 455.95 1,164
2021-07-08 Stephens Jeffrey Russell Officer M-Exempt A Class A Common Stock 3,787 8.55 32.4K 4,792
2021-07-01 Quist Adam George Director / Officer M-Exempt A Class A Common Stock 1,623 8.82 14.3K 3,837
2021-06-25 Overbaugh Jason G. Director / Officer M-Exempt A Class A Common Stock 16,452 9.00 148.1K 102,364
2021-06-25 MEHTA SHITAL ASHOK Director D No securities beneficially owned 0 0.00 0
2021-06-25 LOVE LUDMYA B Director D No securities beneficially owned 0 0.00 0
2021-04-14 MOODY H. CRAIG Director M-Exempt A Class A Common Stock 1,447 8.86 12.8K 22,280 D
2021-01-28 Wilbur Norman G Director S-Sale D Class A Common Stock 600 8.74 5.2K 3,165 D
2021-01-22 MOODY H. CRAIG Director S-Sale D Class A Common Stock 6,000 9.00 54.0K 16,300 D
2021-01-21 MOODY H. CRAIG Director S-Sale D Class A Common Stock 6,000 9.00 54.0K 22,300 D
2021-01-20 Wilbur Norman G Director M-Exempt A Class A Common Stock 1,515 9.05 13.7K 1,865
2021-01-15 Wilbur Norman G Director S-Sale D Class A Common Stock 3,900 9.20 35.9K 3,765 D
2021-01-09 Sill Garrett S. Officer G-Gift D Class A Common Stock 2,700 9.21 24.9K 45,055
2021-01-09 MOODY H. CRAIG Director G-Gift D Class A Common Stock 2,700 9.21 24.9K 25,600
2021-01-05 Overbaugh Jason G. Director / Officer G-Gift D Class A Common Stock 5,000 8.69 43.5K 94,242
2020-12-23 Wilbur Norman G Director S-Sale D Class A Common Stock 100 8.35 835.00 316
2020-12-07 Wilbur Norman G Director S-Sale D Class A Common Stock 250 8.17 2.0K 416 D
2020-12-03 Hunter Robert Gail Director M-Exempt A Class A Common Stock 7,216 7.96 57.4K 12,871
2020-12-02 QUIST SCOTT M Director / Officer / 10% Owner M-Exempt A Class C Common Stock 130,820 7.97 1.04M 1,306,061
2020-11-30 Sill Garrett S. Officer S-Sale D Class A Common Stock 2,500 8.14 20.4K 47,755 D
2020-10-05 FULLER GILBERT A Director M-Exempt A Class A Common Stock 387 6.46 2.5K 1,074 D
2020-07-17 Wilbur Norman G Director J-Other A Class A Common Stock 16 5.72 91.52 666
2020-07-17 Stephens Jeffrey Russell Officer J-Other A Class A Common Stock 25 5.72 143.00 1,005 D
2020-07-17 Sill Garrett S. Officer J-Other A Class A Common Stock 1,226 5.72 7.0K 50,255
2020-07-17 Quist S. Andrew Director / Officer J-Other A Class A Common Stock 414 5.72 2.4K 16,979
2020-07-17 Quist Adam George Officer J-Other A Class A Common Stock 54 5.72 308.88 2,214
2020-07-17 QUIST SCOTT M Director / Officer / 10% Owner J-Other A Class C Common Stock 28,664 5.72 164.0K 1,175,241 D
2020-07-17 Overbaugh Jason G. Director / Officer J-Other A Class A Common Stock 2,335 5.72 13.4K 95,729 D
2020-07-17 MOODY H. CRAIG Director J-Other A Class A Common Stock 690 5.72 3.9K 28,300
2020-07-17 Johnson Stephen Charles Officer J-Other A Class A Common Stock 89 5.72 509.08 3,650 D
2020-07-17 Hunter Robert Gail Director J-Other A Class A Common Stock 295 5.72 1.7K 12,093 D
2020-07-17 FULLER GILBERT A Director J-Other A Class A Common Stock 17 5.72 97.24 687
2020-06-11 MOODY H. CRAIG Director G-Gift D Class A Common Stock 3,500 7.03 24.6K 27,610
2020-06-09 Sill Garrett S. Officer M-Exempt A Class A Common Stock 12,763 7.49 95.6K 55,034
2020-06-09 MOODY H. CRAIG Director S-Sale D Class A Common Stock 3,500 7.46 26.1K 31,110
2020-04-28 MOODY H. CRAIG Director S-Sale D Class A Common Stock 2,028 5.57 11.3K 34,610 D
2020-04-27 MOODY H. CRAIG Director S-Sale D Class A Common Stock 1,000 5.20 5.2K 36,638 D
2020-04-24 MOODY H. CRAIG Director S-Sale D Class A Common Stock 4,105 5.00 20.5K 41,638 D
2020-03-27 Wilbur Norman G Director A-Award A Director Stock Option (right to buy) 2,563 3.67 9.4K 2,563
2020-03-27 Stephens Jeffrey Russell Officer A-Award A Employee Stock Option (right to buy) 7,500 3.76 28.2K 7,500
2020-03-27 Sill Garrett S. Officer A-Award A Employee Stock Option (right to buy) 29,664 3.15 93.4K 107,579
2020-03-27 Quist S. Andrew Director / Officer A-Award A Employee Stock Option (right to buy) 41,000 3.67 150.5K 41,000
2020-03-27 Quist Adam George Director / Officer A-Award A Employee Stock Option (right to buy) 41,530 3.15 130.8K 150,871
2020-03-27 QUIST SCOTT M Director / Officer / 10% Owner D-Return D Employee Stock Option (right to buy) 62,295 3.14 195.6K 0 D
2020-03-27 Overbaugh Jason G. Director / Officer A-Award A Employee Stock Option (right to buy) 30,750 3.67 112.9K 30,750
2020-03-27 MOODY H. CRAIG Director A-Award A Director Stock Option (right to buy) 7,120 3.15 22.4K 51,108 D
2020-03-27 Johnson Stephen Charles Officer A-Award A Employee Stock Option (right to buy) 10,250 3.67 37.6K 10,250 D
2020-03-27 Hunter Robert Gail Director A-Award A Director Stock Option (right to buy) 3,500 3.76 13.2K 3,500 D
2020-03-27 FULLER GILBERT A Director A-Award A Director Stock Option (right to buy) 2,563 3.67 9.4K 2,563
2020-03-27 Cook John L Director A-Award A Director Stock Option (right to buy) 7,476 2.99 22.4K 34,099 D
2020-02-07 Wilbur Norman G Director J-Other A Class A Common Stock 33 5.66 186.78 683
2020-02-07 Stephens Jeffrey Russell Officer J-Other A Class A Common Stock 47 5.66 266.02 980

Executive team

Top executives
EBIT / Employee
38.7K
Shares Outstanding
21.29M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Scott M. Quist Chairman, President and Chief Executive Officer 898.0K 870.0K 457.0K 2.22M 0.00%
2 2025 S. Andrew Quist Vice President –Mortgage Operations, and General Counsel 498.2K 355.0K 579.0K 52.3K 1.48M 39.00%
3 2025 Garrett S. Sill Chief Financial Officer and Treasurer 427.1K 431.5K 468.1K 147.5K 1.47M 31.75%
4 2025 Adam G. Quist Vice President – Life Insurance, and Memorial Services, and, General Counsel 417.5K 351.0K 579.0K 52.3K 1.40M 41.37%
5 2025 Jason G. Overbaugh Vice President, National Marketing Director of Life Insurance 374.2K 218.8K 101.4K 43.3K 737.7K 13.75%
6 2024 Scott M. Quist Chairman, President and Chief Executive Officer 751.7K 337.5K 203.8K 52.6K 1.35M 15.15%
7 2024 Scott M. Quist Chairman, President and Chief Executive Officer 751.7K 337.5K 203.8K 52.6K 1.35M 15.15%
8 2024 S. Andrew Quist Vice President and General Counsel 455.5K 322.9K 252.6K 49.9K 1.08M 23.37%
9 2024 S. Andrew Quist Vice President –Mortgage Operations, and General Counsel 455.5K 322.9K 252.6K 49.9K 1.08M 23.37%
10 2024 Adam G. Quist Vice President – Memorial Services, Assistant Secretary, General Counsel 358.7K 318.0K 252.6K 49.9K 979.3K 25.80%
11 2024 Adam G. Quist Vice President – Life Insurance, and Memorial Services, and, General Counsel 358.7K 318.0K 252.6K 49.9K 979.3K 25.80%
12 2024 Garrett S. Sill Chief Financial Officer and Treasurer 359.0K 218.0K 211.4K 45.8K 834.2K 25.34%
13 2024 Garrett S. Sill Chief Financial Officer and Treasurer 359.0K 218.0K 211.4K 45.8K 834.2K 25.34%
14 2024 Jason G. Overbaugh Vice President, National Marketing Director of Life Insurance 354.2K 167.8K 122.5K 41.6K 685.9K 17.85%
15 2024 Jason G. Overbaugh Vice President, National Marketing Director of Life Insurance 354.2K 167.8K 122.5K 41.6K 685.9K 17.85%
16 2023 Scott M. Quist Chairman, President and Chief Executive Officer 692.5K 334.5K 104.5K 51.2K 1.18M 8.84%
17 2023 Adam G. Quist Vice President – Memorial Services, Assistant Secretary, General Counsel 328.5K 234.5K 154.9K 46.7K 764.5K 20.26%
18 2023 Garrett S. Sill Chief Financial Officer and Treasurer 335.9K 216.9K 77.5K 43.2K 673.4K 11.50%
19 2023 S. Andrew Quist Vice President and General Counsel 420.0K 21.1K 154.9K 46.8K 642.8K 24.09%
20 2023 Jason G. Overbaugh Vice President, National Marketing Director of Life Insurance 334.0K 166.8K 77.5K 39.0K 617.2K 12.55%
21 2022 Scott M. Quist Chairman, President and Chief Executive Officer 651.5K 382.5K 92.8K 48.3K 1.18M 7.90%
22 2022 S. Andrew Quist Vice President and General Counsel 361.5K 304.3K 119.3K 44.5K 829.7K 14.38%
23 2022 Adam G. Quist Vice President – Memorial Services, Assistant Secretary, General Counsel 284.3K 300.2K 119.3K 44.4K 748.3K 15.95%
24 2022 Garrett S. Sill Chief Financial Officer and Treasurer 307.7K 330.5K 52.2K 41.0K 731.4K 7.14%
25 2022 Jason G. Overbaugh Vice President, National Marketing Director of Life Insurance 308.8K 280.6K 52.2K 36.7K 678.2K 7.70%
26 2021 Scott M. Quist Chairman, President and Chief Executive Officer 589.0K 429.3K 149.4K 47.6K 1.22M 12.29%
27 2021 S. Andrew Quist Vice President and General Counsel 285.7K 339.3K 179.5K 35.1K 839.5K 21.38%
28 2021 Stephen C. Johnson Vice President of Mortgage Operations 360.0K 394.4K 29.9K 25.5K 809.9K 3.70%
29 2021 Adam G. Quist Vice President – Memorial Services, Assistant Secretary, General Counsel 218.9K 336.0K 179.5K 39.0K 773.3K 23.21%
30 2021 Jason G. Overbaugh Vice President, National Marketing Director of Life Insurance 312.5K 339.0K 90.2K 31.2K 773.0K 11.67%
31 2021 Garrett S. Sill Chief Financial Officer and Treasurer 259.2K 338.0K 89.3K 39.1K 725.6K 12.31%
32 2021 Jeffrey R. Stephens Senior General Counsel and Secretary 219.9K 96.0K 22.5K 27.9K 366.2K 6.13%
33 2020 Scott M. Quist Chairman, President and Chief Executive Officer 559.0K 157.8K 29.3K 50.0K 796.0K 3.68%
34 2020 Scott M. Quist Chairman, President 559.0K 157.8K 50.0K 766.7K 0.00%
35 2020 Stephen C. Johnson Vice President of Mortgage Operations 360.0K 284.8K 6.9K 24.4K 676.1K 1.02%
36 2020 Stephen C. Johnson Vice President of 360.0K 284.8K 24.4K 669.2K 0.00%
37 2020 S. Andrew Quist Vice President and General Counsel 265.7K 138.3K 27.6K 33.6K 465.1K 5.93%
38 2020 S. Andrew Quist Vice President and 365.7K 138.3K 33.6K 437.6K 0.00%
39 2020 Garrett S. Sill Chief Financial Officer and Treasurer 239.3K 112.0K 17.2K 38.0K 406.6K 4.24%
40 2020 Garrett S. Sill Chief Financial Officer 239.3K 112.0K 38.0K 389.3K 0.00%
41 2020 Jeffrey R. Stephens Senior General Counsel and Secretary 205.2K 30.3K 5.2K 24.9K 265.5K 1.95%
42 2020 Jeffrey R. Stephens Senior General Counsel 205.2K 30.3K 24.9K 260.4K 0.00%
43 2019 Scott M. Quist Chairman, President 528.5K 151.3K 48.0K 727.8K 0.00%
44 2019 Stephen C. Johnson Vice President of 325.8K 87.6K 11.7K 425.2K 0.00%
45 2019 S. Andrew Quist Vice President and 245.4K 92.3K 31.7K 369.5K 0.00%
46 2019 Garrett S. Sill Chief Financial Officer 223.4K 36.2K 36.9K 296.5K 0.00%
47 2019 Jeffrey R. Stephens Senior General Counsel 197.2K 15.9K 23.2K 236.3K 0.00%
48 2018 Scott M. Quist Chairman, President and Chief Executive Officer 489.2K 124.5K 47.2K 660.9K 0.00%
49 2018 Stephen C. Johnson Vice President of Mortgage Operations 361.3K 17.9K 18.3K 397.4K 0.00%
50 2018 S. Andrew Quist Vice President and General Counsel 221.2K 41.1K 27.2K 289.4K 0.00%
51 2018 Garrett S. Sill Chief Financial Officer and Treasurer 214.2K 25.5K 27.1K 266.7K 0.00%
52 2018 Jeffrey R. Stephens Senior General Counsel and Secretary 190.3K 13.5K 24.4K 228.2K 0.00%
53 2017 Scott M. Quist Chairman, President and Chief Executive Officer 487.9K 174.5K 46.1K 708.5K 0.00%
54 2017 Scott M. Quist Chairman , President and Chief Executive Officer 487.9K 174.5K 46.1K 708.5K 0.00%
55 2017 Stephen C. Johnson Vice President of Mortgage Operations 356.1K 27.9K 18.2K 402.3K 0.00%
56 2017 S. Andrew Quist Vice President and General Counsel 206.4K 40.3K 27.6K 274.3K 0.00%
57 2017 Garrett S. Sill Chief Financial Officer and Treasurer 206.2K 25.0K 28.0K 259.2K 0.00%
58 2017 Jeffrey R. Stephens Senior General Counsel and Secretary 184.2K 13.2K 26.7K 224.1K 0.00%
59 2017 Jeffrey R. Stephens Senior General Counsel and Corporate Secretary 184.2K 13.2K 26.7K 224.1K 0.00%
60 2016 Scott M. Quist Chairman , President and Chief Executive Officer 463.6K 173.0K 44.1K 680.6K 0.00%
61 2016 Scott M. Quist Chairman , President and Chief Executive Officer 463.6K 173.0K 41.5K 678.1K 0.00%
62 2016 Stephen C. Johnson Vice President of Mortgage Operations 238.3K 201.7K 19.9K 459.9K 0.00%
63 2016 Stephen C. Johnson Vice President of Mortgage Operations 238.3K 201.7K 19.9K 459.9K 0.00%
64 2016 Garrett S. Sill Chief Financial Officer and Treasurer 194.7K 19.3K 22.8K 236.8K 0.00%
65 2016 Garrett S. Sill Chief Financial Officer and Treasurer 194.7K 19.3K 22.8K 236.8K 0.00%
66 2016 S. Andrew Quist Vice President and General Counsel 192.3K 9.6K 24.0K 225.9K 0.00%
67 2016 S. Andrew Quist Vice President and Associate General Counsel 192.3K 9.6K 24.0K 225.9K 0.00%
68 2016 Jeffrey R. Stephens Senior General Counsel and Corporate Secretary 177.8K 12.9K 23.7K 214.4K 0.00%
69 2016 Jeffrey R. Stephens General Counsel and Corporate Secretary 177.8K 12.9K 23.7K 214.4K 0.00%
70 2015 Scott M. Quist Chairman , President and Chief Executive Officer 462.7K 123.0K 43.1K 628.8K 0.00%
71 2015 J. Lynn Beckstead, Jr. Vice President of Mortgage Operations 267.7K 130.5K 32.0K 430.2K 0.00%
72 2015 Stephen C. Johnson Vice President of Mortgage Operations 197.8K 117.3K 25.7K 340.7K 0.00%
73 2015 S. Andrew Quist Vice President and Associate General Counsel 178.2K 38.9K 22.4K 239.6K 0.00%
74 2015 Garrett S. Sill Chief Financial Officer and Treasurer 184.8K 13.7K 16.5K 213.0K 0.00%
75 2015 Jeffrey R. Stephens General Counsel and Corporate Secretary 171.8K 12.6K 22.1K 206.5K 0.00%
76 2014 Scott M. Quist Chairman , President and Chief Executive Officer 429.4K 21.2K 40.1K 490.7K 0.00%
77 2014 Scott M. Quist Chairman , President and Chief Executive Officer 429.4K 21.2K 40.1K 490.7K 0.00%
78 2014 J. Lynn Beckstead, Jr. Vice President of Mortgage Operations 267.6K 81.8K 30.3K 379.7K 0.00%
79 2014 J. Lynn Beckstead, Jr. Vice President of Mortgage Operations 267.6K 81.8K 30.3K 379.7K 0.00%
80 2014 Stephen C. Johnson Vice President of Mortgage Operations 191.8K 68.6K 24.7K 285.1K 0.00%
81 2014 S. Andrew Quist Vice President and Associate General Counsel 166.4K 54.3K 21.8K 242.5K 0.00%
82 2014 S. Andrew Quist Vice President and Associate General Counsel 166.4K 54.3K 21.8K 242.5K 0.00%
83 2014 Garrett S. Sill Chief Financial Officer and Treasurer 173.9K 13.3K 16.2K 203.3K 0.00%
84 2014 Garrett S. Sill Chief Financial Officer and Treasurer 173.9K 13.3K 16.2K 203.3K 0.00%
85 2014 Jeffrey R. Stephens General Counsel and Corporate Secretary 168.0K 12.4K 19.8K 200.1K 0.00%
86 2014 Jeffrey R. Stephens General Counsel and Corporate Secretary 168.0K 12.4K 19.8K 200.1K 0.00%
87 2013 Scott M. Quist Chairman , President and Chief Executive Officer 427.5K 121.2K 39.4K 588.1K 0.00%
88 2013 Scott M. Quist Chairman , President and Chief Executive Officer 427.5K 121.2K 39.4K 588.1K 0.00%
89 2013 J. Lynn Beckstead, Jr. Vice President of Mortgage Operations 266.0K 117.3K 31.1K 414.4K 0.00%
90 2013 J. Lynn Beckstead, Jr. Vice President of Mortgage Operations 266.0K 117.3K 31.1K 414.4K 0.00%
91 2013 Jeffrey R. Stephens General Counsel and Corporate Secretary 164.1K 8.1K 17.7K 189.9K 0.00%
92 2013 Jeffrey R. Stephens General Counsel and Corporate Secretary 164.1K 8.1K 17.7K 189.9K 0.00%
93 2013 Garrett S. Sill Chief Financial Officer and Treasurer 161.3K 7.4K 17.5K 186.1K 0.00%
94 2013 Garrett S. Sill Chief Financial Officer and Treasurer 161.3K 7.4K 17.5K 186.1K 0.00%
95 2013 S. Andrew Quist Vice President and Associate General Counsel 154.2K 7.7K 19.9K 181.8K 0.00%
96 2013 S. Andrew Quist Vice President and Associate General Counsel 154.2K 7.7K 19.9K 181.8K 0.00%
97 2012 Scott M. Quist Chairman , President and Chief Executive Officer 384.4K 194.0K 41.3K 619.7K 0.00%
98 2012 Scott M. Quist Chairman of the Board, President and Chief Executive Officer 384.4K 194.0K 11.3K 619.7K 0.00%
99 2012 J. Lynn Beckstead, Jr. Vice President of Mortgage Operations 255.7K 144.9K 23.6K 424.6K 0.00%
100 2012 J. Lynn Beckstead, Jr. Vice President of Mortgage Operations 255.7K 144.9K 24.0K 424.6K 0.00%
101 2012 George R. Quist Former Chairman of the Board and Chief Executive Officer 203.6K 53.2K 266.3K 0.00%
102 2012 S. Andrew Quist Vice President and Associate General Counsel 138.3K 43.0K 19.1K 200.3K 0.00%
103 2012 Jeffrey R. Stephens General Counsel and Corporate Secretary 156.8K 16.9K 22.7K 193.6K 0.00%
104 2012 Jeffrey R. Stephens General Counsel and Corporate Secretary 156.8K 16.9K 19.9K 193.6K 0.00%
105 2012 Stephen M. Sill Former Vice President, Treasurer and Chief Financial Officer 153.8K 13.6K 43.7K 191.4K 0.00%
106 2012 Garrett S. Sill Chief Financial Officer and Treasurer 143.3K 12.0K 19.1K 174.5K 0.00%
107 2011 Scott M. Quist Chairman of the Board, President and Chief Executive Officer 384.4K 95.0K 41.3K 523.5K 0.00%
108 2011 Scott M. Quist President and Chief Operating Officer 384.4K 95.0K 34.3K 513.7K 0.00%
109 2011 George R. Quist Former Chairman of the Board and Chief Executive Officer 285.5K 53.2K 9.5K 350.1K 0.00%
110 2011 George R. Quist Chairman of the Board and Chief 285.5K 53.2K 11.3K 350.1K 0.00%
111 2011 J. Lynn Beckstead, Jr. Vice President of Mortgage Operations 247.6K 26.4K 22.7K 296.9K 0.00%
112 2011 J. Lynn Beckstead, Jr. Vice President of Mortgage Operations 247.6K 26.4K 24.0K 296.9K 0.00%
113 2011 Jeffrey R. Stephens General Counsel and Corporate Secretary 152.8K 30.1K 19.9K 202.2K 0.00%
114 2011 Jeffrey R. Stephens General Counsel and Corporate 152.8K 30.1K 12.0K 194.9K 0.00%
115 2011 Stephen M. Sill Former Vice President, Treasurer and Chief Financial Officer 149.8K 13.5K 24.0K 187.3K 0.00%
116 2011 Stephen M. Sill Vice President, Treasurer and Chief 149.8K 13.5K 163.3K 0.00%
117 2010 Scott M. Quist Chairman of the Board, President and Chief Executive Officer 383.3K 94.0K 44.1K 520.9K 0.00%
118 2010 Scott M. Quist President and Chief Operating Officer 383.3K 50.8K 511.1K 0.00%
119 2010 Scott M. Quist President and Chief Operating Officer 383.3K 94.0K 33.9K 511.1K 0.00%
120 2010 George R. Quist Chairman of the Board and Chief Executive Officer 269.0K 11.3K 332.7K 0.00%
121 2010 George R. Quist Former Chairman of the Board and Chief Executive Officer 269.0K 52.4K 11.3K 332.7K 0.00%
122 2010 George R. Quist Chairman of the Board and Chief 269.0K 52.4K 11.3K 332.7K 0.00%
123 2010 J. Lynn Beckstead, Jr. Vice President of Mortgage Operations 237.6K 21.9K 22.7K 282.2K 0.00%
124 2010 J. Lynn Beckstead, Jr. Vice President of Mortgage Operations 237.6K 21.9K 22.7K 282.2K 0.00%
125 2010 Stephen M. Sill Former Vice President, Treasurer and Chief Financial Officer 144.0K 13.2K 24.1K 180.8K 0.00%
126 2010 Stephen M. Sill Vice President, Treasurer and Chief 144.0K 13.2K 17.3K 180.6K 0.00%
127 2010 Stephen M. Sill Vice President, Treasurer and Chief Financial Officer 144.0K 92.7K 32.8K 174.3K 0.00%
128 2010 Jeffrey R. Stephens General Counsel and Corporate Secretary 147.7K 8.0K 19.4K 172.9K 0.00%
129 2010 Jeffrey R. Stephens General Counsel and Corporate 147.7K 8.0K 11.1K 166.8K 0.00%
130 2009 Scott M. Quist President and Chief Operating Officer 357.3K 92.7K 32.8K 482.8K 0.00%
131 2009 Scott M. Quist President and Chief Operating Officer 357.3K 33.9K 482.8K 0.00%
132 2009 J. Lynn Beckstead, Jr. Vice President of Mortgage Operations 227.6K 137.2K 21.7K 386.5K 0.00%
133 2009 J. Lynn Beckstead, Jr. Vice President of Mortgage Operations 227.6K 11.4K 17.1K 386.5K 0.00%
134 2009 George R. Quist Chairman of the Board and Chief Executive Officer 252.5K 52.4K 11.3K 315.3K 0.00%
135 2009 George R. Quist Chairman of the Board and Chief 252.5K 51.6K 11.3K 315.3K 0.00%
136 2009 Stephen M. Sill Vice President, Treasurer and Chief 138.0K 11.4K 17.1K 174.3K 0.00%
137 2009 Stephen M. Sill Vice President, Treasurer and Chief Financial Officer 138.0K 91.4K 166.5K 0.00%
138 2009 Jeffrey R. Stephens General Counsel and Corporate 140.7K 8.0K 11.2K 159.9K 0.00%
139 2009 Jeffrey R. Stephens General Counsel and Corporate Secretary 140.7K 21.9K 21.7K 159.9K 0.00%
140 2008 Scott M. Quist President and Chief Operating Officer 332.4K 94.0K 32.8K 456.5K 0.00%
141 2008 J. Lynn Beckstead, Jr. Vice President of Mortgage Operations 217.6K 11.1K 358.9K 0.00%
142 2008 George R. Quist Chairman of the Board and Chief Executive Officer 236.0K 51.6K 11.0K 297.7K 0.00%
143 2008 Stephen M. Sill Vice President, Treasurer and Chief Financial Officer 132.0K 17.1K 160.2K 0.00%
144 2008 Jeffrey R. Stephens General Counsel and Corporate Secretary 133.4K 137.2K 21.5K 152.8K 0.00%
145 2008 G. Robert Quist First Vice President and Secretary 102.5K 15.0K 19.2K 136.7K 0.00%
146 2007 Scott M. Quist President and Chief Operating Officer 303.9K 92.7K 32.8K 362.4K 0.00%
147 2007 J. Lynn Beckstead, Jr. Vice President of Mortgage Operations 207.5K 6.0K 15.9K 296.7K 0.00%
148 2007 George R. Quist Chairman of the Board and Chief Executive Officer 219.5K 50.8K 11.0K 254.5K 0.00%
149 2007 G. Robert Quist First Vice President and Secretary 122.4K 10.2K 20.3K 166.4K 0.00%
150 2007 Stephen M. Sill Vice President, Treasurer and Chief Financial Officer 125.3K 161.3K 0.00%
151 2007 Jeffrey R. Stephens General Counsel and Corporate Secretary 120.0K 46.9K 21.5K 130.2K 0.00%
152 2006 Scott M. Quist President and Chief Operating Officer 275.4K 75.0K 26.9K 401.4K 0.00%
153 2006 J. Lynn Beckstead, Jr. Vice President of Mortgage Operations 246.3K 6.0K 15.3K 289.5K 0.00%
154 2006 George R. Quist Chairman of the Board and Chief Executive Officer 203.0K 40.0K 10.7K 275.7K 0.00%
155 2006 G. Robert Quist First Vice President and Secretary 126.2K 10.0K 18.2K 166.6K 0.00%
156 2006 Stephen M. Sill Vice President, Treasurer and Chief Financial Officer 120.3K 3.0K 15.4K 152.6K 0.00%
157 2005 Scott M. Quist President and Chief Operating Officer 246.9K 75.0K 38.5K 384.4K 0.00%
158 2005 J. Lynn Beckstead, Jr. Vice President of Mortgage Operations 220.3K 24.0K 15.3K 281.3K 0.00%
159 2005 George R. Quist Chairman of the Board and Chief Executive Officer 186.3K 35.0K 10.2K 252.8K 0.00%
160 2005 Stephen M. Sill Vice President, Treasurer and Chief Financial Officer 115.1K 6.0K 15.1K 148.7K 0.00%
161 2005 G. Robert Quist First Vice President and Secretary 115.1K 6.0K 16.1K 147.3K 0.00%
162 2004 Scott M. Quist President and Chief Operating Officer 215.9K 75.0K 27.7K 332.9K 0.00%
163 2004 J. Lynn Beckstead, Jr. Vice President of Mortgage Operations 195.8K 6.0K 306.5K 0.00%
164 2004 George R. Quist Chairman of the Board and Chief Executive Officer 165.6K 50.0K 7.1K 245.2K 0.00%
165 2004 Stephen M. Sill Vice President, Treasurer and Chief Financial Officer 102.9K 6.0K 7.5K 124.1K 0.00%
166 2004 G. Robert Quist First Vice President and Secretary 104.8K 10.0K 4.8K 117.9K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-28 DEFA14A
2026-04-28 DEF 14A
2025-04-30 DEFA14A
2025-04-30 DEF 14A
2025-04-29 DEF 14A
2024-04-19 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 10-Q
2026-04-28 DEFA14A
2026-04-28 DEF 14A
2026-04-28 ARS
2026-04-23 4
2026-04-21 4
2026-04-15 4
2026-04-07 4
2026-04-02 4
2026-04-02 4

Executive team

NameTitleCompensationGender
Scott Milton Quist Chairman, President & Chief Executive Officer 2M male
Scott Andrew Quist Vice President of Mortgage Operations & Director 905.5K male
Adam George Quist Vice President of Life Insurance and Memorial Services & Director 820.8K male
Jason Gary Overbaugh Vice President, National Marketing Director of Life Insurance & Director 636.3K male
Garrett Stephen Sill Chief Financial Officer & Treasurer 622.8K male
Jeffrey Russell Stephens Senior General Counsel & Corporate Secretary 343.8K male
Mackay D. Moore MAAA Vice President of Actuarial Services
Matthew G. Bagley General Counsel male
Jeffrey Adams Controller male
Heather Street Executive Director of Human Resources
Thayne D. Atkinson Vice President & Chief Information Officer male
ESG Rating
B
FINANCIAL - MORTGAGES
Rank: 9 out of 54
2014
E (Environmental)
42.5 / 63.9
Company / Sector avg.
S (Social)
50.6 / 69.0
Company / Sector avg.
G (Governance)
56.0 / 66.8
Company / Sector avg.
ESG Total
49.7 / 66.6
Company / Sector avg.
ESG Score History FINANCIAL - MORTGAGES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits