Founded in 1965, Security National Financial Corporation operates in three business segments. The Company sells and services selected lines of life insurance, annuity products, and accident and health insurance, operates cemeteries in Utah and California and mortuaries in Utah and Arizona, and originates and underwrites residential and commercial loans for new construction and existing homes.
Company profile
Ticker
SNFCA
Exchange
Website
CEO
Scott M. Quist
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Security National Life Insurance Company • Reppond Holding Company • First Guaranty Insurance Company • Kilpatrick Life Insurance Company • Kilpatrick Financial, Inc. • Southern Security Life Insurance Company, Inc. • Trans-Western Life Insurance Company • SN Farmington LLC • 434 Holdings LLC • 5300 Development LLC ...
IRS number
870345941
SNFCA stock data
Latest filings (excl ownership)
8-K
Amendments to Articles of Incorporation or Bylaws
6 Dec 22
10-Q
2022 Q3
Quarterly report
14 Nov 22
8-K
Other Events
3 Nov 22
10-Q
2022 Q2
Quarterly report
15 Aug 22
S-8
Registration of securities for employees
29 Jul 22
8-K
Submission of Matters to a Vote of Security Holders
23 Jun 22
8-K
Other Events
21 Jun 22
10-Q
2022 Q1
Quarterly report
16 May 22
DEF 14A
Definitive proxy
6 May 22
PRE 14A
Preliminary proxy
26 Apr 22
Latest ownership filings
Financial summary
| Quarter (USD) | Sep 22 | Jun 22 | Mar 22 | Dec 21 | |
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| Diluted EPS |
| Annual (USD) | Dec 21 | Dec 20 | Dec 19 | Dec 18 | |
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| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 94.22 mm | 94.22 mm | 94.22 mm | 94.22 mm | 94.22 mm | 94.22 mm |
| Cash burn (monthly) | 16.06 mm | 2.40 mm | 1.10 mm | (no burn) | (no burn) | (no burn) |
| Cash used (since last report) | 94.31 mm | 14.09 mm | 6.46 mm | n/a | n/a | n/a |
| Cash remaining | -86.03 k | 80.13 mm | 87.76 mm | n/a | n/a | n/a |
| Runway (months of cash) | -0.0 | 33.4 | 79.7 | n/a | n/a | n/a |
Institutional ownership, Q3 2022
16.1% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 27 |
| Opened positions | 1 |
| Closed positions | 2 |
| Increased positions | 13 |
| Reduced positions | 7 |
| 13F shares | Current |
|---|---|
| Total value | 45.08 mm |
| Total shares | 8.85 mm |
| Total puts | 0.00 |
| Total calls | 0.00 |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| Soltis Investment Advisors | 3.05 mm | $19.34 mm |
| M3F | 1.87 mm | $11.88 mm |
| M3 Partners | 1.75 mm | $0.00 |
| Vanguard | 521.37 k | $3.31 mm |
| Dimensional Fund Advisors | 343.52 k | $2.18 mm |
| Bridgeway Capital Management | 320.00 k | $2.03 mm |
| Carlson Capital L P | 223.32 k | $1.42 mm |
| Renaissance Technologies | 212.80 k | $1.35 mm |
| Geode Capital Management | 122.86 k | $780.00 k |
| Verdad Advisers | 115.45 k | $733.00 k |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Jan 23 | Fuller Gilbert A | Class A Common Stock | Option exercise | Acquire M | No | No | 7.21 | 5,450 | 39.29 k | 6,672 |
| 2 Dec 22 | Fuller Gilbert A | RSU Class A Common Stock | Grant | Acquire A | No | No | 6.48 | 1,620 | 10.50 k | 56,593 |
| 2 Dec 22 | Shital Ashok Mehta | Director Stock Option Class A Common Stock | Grant | Acquire A | No | No | 6.48 | 7,000 | 45.36 k | 13,300 |
| 2 Dec 22 | Fuller Gilbert A | RSU Class A Common Stock | Grant | Acquire A | No | No | 6.48 | 1,620 | 10.50 k | 1,620 |
| 2 Dec 22 | Cook John L | Director Stock Option Class A Common Stock | Grant | Acquire A | No | No | 6.48 | 7,000 | 45.36 k | 7,000 |
| 2 Dec 22 | Hunter Robert Gail | Class A Common Stock | Option exercise | Acquire M | No | No | 6.48 | 552 | 3.58 k | 39,306 |
| 2 Dec 22 | Hunter Robert Gail | Director Stock Option Class A Common Stock | Grant | Acquire A | No | No | 6.48 | 7,000 | 45.36 k | 7,000 |
| 2 Dec 22 | Hunter Robert Gail | Director Stock Option Class A Common Stock | Sale back to company | Dispose D | No | No | 4.34 | 1,671 | 7.25 k | 0 |
| 3 Dec 21 | Fuller Gilbert A | Director Stock Option Class A Common Stock | Grant | Acquire A | No | No | 8.19 | 6,300 | 51.60 k | 54,973 |
| 3 Dec 21 | Shital Ashok Mehta | Director Stock Option Class A Common Stock | Grant | Acquire A | No | No | 8.19 | 6,300 | 51.60 k | 6,300 |