security national financial corporation and its wholly owned subsidiaries operate in three main business segments: life insurance, cemetery and mortuary, and mortgage loans. more info at www.securitynational.com. the design and structure of our company is that each segment is related to the others, and contributes to the profitability of the whole. for example, our cemetery and mortuary operations enjoy a high level of public awareness that assists in the sales and marketing of our insurance and pre-need cemetery/funeral products. security national life insurance company in turn invests its assets in high quality mortgage loans. thus, while each segment is a stand-alone profit center, this horizontal integration is planned to improve profitability. our company also actively pursues growth through acquisitions of life insurance companies and mortuaries, and by expanding our mortgage operations.
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 • Southern Security Life Insurance Company, Inc. • Trans-Western Life Insurance Company • Security National Funding Company • New York Land Holdings, Inc. • Dry Creek Property Development, Inc. • SN Farmington LLC ...
IRS number
870345941
SNFCA stock data
Latest filings (excl ownership)
10-K
2023 FY
Annual report
29 Mar 24
10-Q
2023 Q3
Quarterly report
14 Nov 23
10-Q
2023 Q2
Quarterly report
14 Aug 23
8-K
Submission of Matters to a Vote of Security Holders
28 Jun 23
8-K
Regulation FD Disclosure
27 Jun 23
8-K
Other Events
23 Jun 23
10-Q
2023 Q1
Quarterly report
15 May 23
DEF 14A
Definitive proxy
27 Apr 23
10-K
2022 FY
Annual report
31 Mar 23
8-K
Amendments to Articles of Incorporation or Bylaws
6 Dec 22
Latest ownership filings
4
GILBERT A FULLER
4 Apr 24
4
GILBERT A FULLER
12 Mar 24
4
S. Andrew Quist
16 Feb 24
SC 13G/A
M3 PARTNERS LP
14 Feb 24
4
GILBERT A FULLER
3 Jan 24
4
GILBERT A FULLER
3 Jan 24
4
S. Andrew Quist
22 Dec 23
4
Jason G. Overbaugh
20 Dec 23
4
Jeffrey Russell Stephens
20 Dec 23
4
Adam George Quist
20 Dec 23
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Institutional ownership, Q2 2023
48.8% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 38 |
Opened positions | 16 |
Closed positions | 8 |
Increased positions | 17 |
Reduced positions | 4 |
13F shares | Current |
---|---|
Total value | 53.09 bn |
Total shares | 9.79 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Soltis Investment Advisors | 3.01 mm | $26.67 bn |
M3 Partners | 1.86 mm | $0.00 |
M3F | 1.71 mm | $15.13 mm |
BLK Blackrock | 617.98 k | $5.48 bn |
Vanguard | 568.59 k | $5.04 bn |
Dimensional Fund Advisors | 387.81 k | $3.44 bn |
Bridgeway Capital Management | 319.44 k | $2.83 bn |
Carlson Capital L P | 270.00 k | $2.39 bn |
Geode Capital Management | 235.11 k | $2.09 bn |
Renaissance Technologies | 196.66 k | $1.74 mm |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
2 Apr 24 | Fuller Gilbert A | Class A Common Stock | Sell | Dispose S | No | No | 7.36 | 460 | 3.39 k | 14,141 |
2 Apr 24 | Fuller Gilbert A | Class A Common Stock | Option exercise | Acquire M | No | No | 7.99 | 460 | 3.68 k | 14,601 |
29 Jan 24 | Quist S. Andrew | Class A Common Stock | Gift | Dispose G | No | No | 8.25 | 8,000 | 66.00 k | 43,623 |
2 Jan 24 | Fuller Gilbert A | Class A Common Stock | Sell | Dispose S | No | No | 9.04 | 405 | 3.66 k | 14,141 |
2 Jan 24 | Fuller Gilbert A | Class A Common Stock | Option exercise | Acquire M | No | No | 6.48 | 405 | 2.62 k | 14,546 |
2 Jan 24 | Fuller Gilbert A | Class A Common Stock | Sell | Dispose S | No | No | 9.04 | 405 | 3.66 k | 14,141 |
2 Jan 24 | Fuller Gilbert A | Class A Common Stock | Option exercise | Acquire M | No | No | 6.48 | 405 | 2.62 k | 14,546 |
12 Dec 23 | Fuller Gilbert A | Class A Common Stock | Sell | Dispose S | No | No | 8.72 | 3,000 | 26.16 k | 14,141 |
1 Dec 23 | Fuller Gilbert A | RSU Class A Common Stock | Sale back to company | Dispose D | No | No | 7.99 | 460 | 3.68 k | 38,609 |
1 Dec 23 | Fuller Gilbert A | RSU Class A Common Stock | Grant | Acquire A | No | No | 7.99 | 1,840 | 14.70 k | 39,069 |