0001096906-25-002191.txt : 20251231 0001096906-25-002191.hdr.sgml : 20251231 20251231180225 ACCESSION NUMBER: 0001096906-25-002191 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20251205 FILED AS OF DATE: 20251231 DATE AS OF CHANGE: 20251231 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Overbaugh Jason G. CENTRAL INDEX KEY: 0001588310 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-09341 FILM NUMBER: 251618235 MAIL ADDRESS: STREET 1: 13471 SOUTH TUSCALEE WAY CITY: DRAPER STATE: UT ZIP: 84020 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: SECURITY NATIONAL FINANCIAL CORP CENTRAL INDEX KEY: 0000318673 STANDARD INDUSTRIAL CLASSIFICATION: FINANCE SERVICES [6199] ORGANIZATION NAME: 02 Finance EIN: 870345941 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: PO BOX 57220 CITY: SALT LAKE CITY STATE: UT ZIP: 84157 BUSINESS PHONE: 8012641060 MAIL ADDRESS: STREET 1: PO BOX 57220 CITY: SALT LAKE CITY STATE: UT ZIP: 84157 FORMER COMPANY: FORMER CONFORMED NAME: SNL FINANCIAL CORP DATE OF NAME CHANGE: 19910401 4 1 primary_doc.xml PRIMARY DOCUMENT X0508 4 2025-12-05 0 0000318673 SECURITY NATIONAL FINANCIAL CORP snfca 0001588310 Overbaugh Jason G. 13471 SOUTH TUSCALEE WAY DRAPER UT 84020 1 1 1 0 VP & Nat Mark Dir of Life Ins 0 Class A Common Stock 2025-12-30 4 G 0 4500 9.21 D 88789 D Employee Stock Option (right to buy) 3.76 2019-12-06 4 A 0 41208 3.76 A 2020-03-06 2029-12-06 Class C Common Stock 41208 41208 D Employee Stock Option (right to buy) 2.84 2020-03-27 4 A 0 39246 2.84 A 2020-06-27 2030-03-27 Class C Common Stock 39246 80454 D Employee Stock Option (right to buy) 7.02 2021-12-03 4 A 0 36465 7.02 A 2022-03-03 2031-12-03 Class C Common Stock 36465 116919 D Employee Stock Option (right to buy) 5.56 2022-12-02 4 A 0 40517 5.56 A 2023-03-02 2032-12-02 Class C Common Stock 40517 157436 D Employee Stock Option (right to buy) 7.21 2023-12-01 4 A 0 44100 7.21 A 2024-03-01 2033-12-01 Class C Common Stock 44100 201536 D Employee Stock Option (right to buy) 13.67 2024-12-06 4 A 0 7298 13.67 A 2025-03-06 2029-12-06 Class C Common Stock 7298 208834 D Employee Stock Option (right to buy) 12.43 2024-12-06 4 A 0 34703 12.43 A 2025-03-06 2034-12-06 Class C Common Stock 34703 243537 D Employee Stock Option (right to buy) 9.38 2025-12-05 4 A 0 10657 9.38 A 2026-03-05 2030-12-05 Class C Common Stock 10657 254194 D Employee Stock Option (right to buy) 8.53 2025-12-05 4 A 0 44343 8.53 A 2026-03-05 2035-12-05 Class C Common Stock 44343 298537 D Does not include 112,260 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan. Does not include 30,146 shares of Class A Common Stock owned indirectly by the reporting person in the Deferred Compensation Plan. Includes 43,288 shares of Class A Common Stock and 45,501 shares of Class C Common Stock. This option was granted on December 6, 2019 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $5.46 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on February 7, 2020; a 2.5% stock dividend paid on July 17, 2020; a 5% stock dividend paid on July 16, 2021, July 8, 2022, July 14, 2023, July 12, 2024 and July 18, 2025. This option was granted on March 27, 2020 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $3.76 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 2.5% stock dividend paid on July 17, 2020; a 5% stock dividend paid on July 16, 2021, July 8, 2022, July 14, 2023, July 12, 2024 and July 18, 2025. This option was granted on December 3, 2021 as an option to purchase either 30,000 shares of Class A Common Stock or 30,000 shares of Class C Common Stock at an exercise price of $8.62 per share. This option reflects the reporting person's election to have an option for 30,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on July 8, 2022, July 14, 2023, July 12, 2024 and July 18, 2025. This option was granted on December 2, 2022 as an option for either 35,000 shares of Class A Common Stock or 35,000 shares of Class C Common Stock at an exercise price of $6.48 per share. This option reflects the reporting person's election to have an option for 35,000 shares of Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on July 14, 2023, July 12, 2024 and July 18, 2025. This option was granted on December 1, 2023 as an option for either 40,000 shares of Class A Common Stock or 40,000 shares of Class C Common Stock at an exercise price of $7.99 per share. This option reflects the reporting person's election to have an option for 40,000 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 12, 2024 and July 18, 2025. This option was granted on December 6, 2024 as an option for either 6,950 shares of Class A Common Stock or 6,950 shares of Class C Common Stock at an exercise price of $14.39 per share. This option reflects the reporting person's election to have an option for 6,950 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 18, 2025. This option was granted on December 6, 2024 as an option for either 33,050 shares of Class A Common Stock or 33,050 shares of Class C Common Stock at an exercise price of $13.08 per share. This option reflects the reporting person's election to have an option for 33,050 Class C Common Stock, but adjusted pursuant to the anti-dilution rights of the 2022 Equity Incentive Plan to reflect a 5% stock dividend paid on July 18, 2025. This option was granted on December 5, 2025 as an option for either 10,657 shares of Class A Common Stock or 10,657 shares of Class C Common Stock at an exercise price of $9.38 per share. This option reflects the reporting person's election to have an option for 10,657 Class C Common Stock. These options vest quarterly in equal installments, beginning on March 5, 2026. This option was granted on December 5, 2025 as an option for either 44,343 shares of Class A Common Stock or 44,343 shares of Class C Common Stock at an exercise price of $8.53 per share. This option reflects the reporting person's election to have an option for 44,343 Class C Common Stock. These options vest quarterly in equal installments, beginning on March 5, 2026. /s/ Jason G. Overbaugh 2025-12-31