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Security Natl SEC Filings

SNFCA NASDAQ

Welcome to our dedicated page for Security Natl SEC filings (Ticker: SNFCA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Three businesses, hundreds of pages, one question: where do you quickly find what matters in Security National Financial Corporation’s disclosures? SNFCA’s life insurance reserves, pre-need funeral trust assets, and mortgage origination data are spread across dense reports, making even seasoned analysts scroll for hours.

Our platform solves that. Type “Security National Financial Corporation SEC filings explained simply� or click any link below—Stock Titan’s AI automatically translates a 300-page annual report 10-K into plain-English highlights. Need fresh numbers? The quarterly earnings report 10-Q filing arrives here in real time, complete with trend graphics. Unexpected event? A push alert flags the latest 8-K material events explained so you can act before the market does.

Looking for insider activity? We stream Security National Financial Corporation Form 4 insider transactions real-time, putting every executive stock movement at your fingertips. The proxy statement executive compensation section pinpoints cross-segment incentive metrics, while AI callouts compare them to prior years. Use cases include:

  • Spotting policy reserve shifts without combing footnotes
  • Tracking cemetery acquisition impacts via 8-K summaries
  • Monitoring executive stock transactions Form 4 ahead of earnings
  • Comparing loan-to-value trends across mortgage subsidiaries

Whether you search “understanding Security National Financial Corporation SEC documents with AI� or “Security National Financial Corporation earnings report filing analysis,� this page delivers every filing type�10-K, 10-Q, 8-K, S-4, and insider trading Form 4 transactions—with concise, expert context. Save hours, gain clarity, and make informed decisions faster.

Rhea-AI Summary

Security National Financial Corp. (SNFCA) filed a Form 4 showing that General Counsel & Corporate Secretary Jeffrey R. Stephens completed two related equity transactions on 07/01/2025.

  • 604 Class A common shares acquired through a Rule 16 transaction coded “Mâ€� (conversion of derivative security) at an exercise price of $13.08 per share. Direct ownership rises to 42,040 shares.
  • The shares originated from a vesting tranche of previously granted restricted stock units (RSUs) under the 2022 Equity Incentive Plan.
  • Simultaneously, 604 new RSUs were credited to the insider at the same reference price of $13.08. Following the transactions he holds 1,206 unvested RSUs; 1,810 RSUs were outstanding before the conversion.
  • An additional 120,433 Class A shares are held indirectly in the company 401(k) plan (not included in Table I).

No sale of shares occurred and no open-market activity is reported. The filing reflects routine equity incentive vesting and exercise activity, not a discretionary purchase.

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CVI Investments, Inc. and its investment manager Heights Capital Management, Inc. have filed a Schedule 13G reporting beneficial ownership of 2,110,200 Class A ordinary shares of Nano Labs Ltd (CUSIP G6391Y128). The position represents 9.9 % of the company’s 20,712,924 outstanding shares as stated in the issuer’s June 27 2025 prospectus supplement.

The stake comprises (i) 1.7 million shares already issued and (ii) additional shares issuable upon exercise of warrants. Each warrant contains a 9.99 % ownership blocker, preventing exercise that would push aggregate ownership above the 10 % threshold. Both entities report shared voting and dispositive power over the entire position; neither has sole voting or dispositive authority.

The reporting persons certify that the securities were not acquired to change or influence control of Nano Labs and disclaim beneficial ownership beyond their economic interest. Signatures were executed by Sarah Travis, Assistant General Counsel and Assistant Secretary of Heights Capital Management, on July 1 2025.

  • Filing trigger date: June 26 2025
  • Reporting rule: 13d-1(c) passive investor filing
  • Jurisdictions: CVI (Cayman Islands); Heights Capital (Delaware, USA)

This disclosure informs the market that a single investment group has accumulated a stake just below the 10 % threshold—material information for assessing Nano Labs� shareholder base and potential future capital activity.

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Schedule 13D filing: Phoenix Financial Ltd., an Israeli holding company active in insurance and asset management, disclosed a 5.72% beneficial stake (2,574,926.52 ordinary shares) in Perion Network Ltd. ("PERI"). The stake size is calculated against the issuer’s 45,037,180 outstanding shares reported in Perion’s 20-F dated 25-Mar-2025.

Ownership structure & voting power: The shares are held by Phoenix Financial’s wholly-owned subsidiaries (Phoenix Insurance, Phoenix Pension & Provident Fund, etc.). Phoenix reports 0 sole voting/dispositive power and shared voting & dispositive power over the entire position, reflecting the subsidiaries� independent management of client and proprietary accounts. Funding sources are working capital and the company’s own "nostro" account.

Governance initiative: On 26-Jun-2025 Phoenix Insurance and Value Base Fund LP jointly sent a Demand Letter to Perion’s board requesting an extraordinary shareholders� meeting to: (i) amend the Articles so a simple-majority meeting can cancel any rights plan, and (ii) immediately cancel the rights plan adopted 3-Apr-2025. Aside from the letter, the parties state there is no formal agreement or voting pact. If Phoenix and Value Base were viewed as a Section 13(d) group, the combined position would be 11.48% (5,171,757.52 shares).

Future actions: Phoenix indicates it may increase, decrease or exit its position, and may engage management, the board, or other shareholders on corporate governance and strategic matters. Potential steps include further discussions, advisor retention, or other actions aimed at withdrawing or submitting the rights plan to a shareholder vote.

Regulatory background: Phoenix and its officers report no criminal convictions or civil judgments in the past five years. Exhibits include director/officer information, the Demand Letter (English translation), recent trading activity, and a board resolution authorising signatures.

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FAQ

What is the current stock price of Security Natl (SNFCA)?

The current stock price of Security Natl (SNFCA) is $10.23 as of July 1, 2025.

What is the market cap of Security Natl (SNFCA)?

The market cap of Security Natl (SNFCA) is approximately 237.3M.

What are the primary business segments of Security National Financial Corporation?

The company operates in three main segments: life insurance, cemetery and mortuary services, and mortgage loans. Each segment functions as a standalone profit center while also contributing to the integrated business model.

How does SNFCA achieve synergy among its various divisions?

SNFCA implements a horizontal integration strategy where the success and public awareness in one segment, such as cemetery services, boost the marketability of its insurance and mortgage products, thereby reinforcing overall profitability.

In what ways does the life insurance segment contribute to the company?

The life insurance segment provides personalized insurance and annuity products along with accident and health coverage. This segment not only delivers financial security to customers but also supports integrated growth by enabling asset investments in mortgage operations.

What is the role of the cemetery and mortuary services segment?

This segment caters to an essential societal need by offering funeral-related services and managing cemetery operations. Its strong public presence also aids in marketing pre-need services and insurance products, creating valuable cross-segment benefits.

How are mortgage loan operations integrated within SNFCA?

The mortgage segment focuses on originating, underwriting, and managing residential and commercial mortgage loans. These operations underpin the company’s asset management strategy and play a significant role in ensuring liquidity and financial flexibility.

What distinguishes SNFCA's business model in the industry?

SNFCA’s unique blend of diversified financial services, coupled with a horizontally integrated business model, allows it to mitigate risks across different market sectors. This strategic integration enhances operational stability and broadens its market appeal.

How does SNFCA manage risk across its different business areas?

By maintaining a diversified portfolio that spans multiple financial services, SNFCA reduces exposure to sector-specific risks. The interrelated nature of its operations helps absorb shocks in one segment while bolstering overall performance.

How does the company maintain its reputation and trustworthiness?

Security National Financial Corporation emphasizes transparent operations and leverages deep industry expertise. Its commitment to delivering reliable services in life insurance, mortuary, and mortgage areas builds long-term trust among consumers and stakeholders.
Security Natl

NASDAQ:SNFCA

SNFCA Rankings

SNFCA Stock Data

237.28M
15.58M
30.12%
48.16%
0.07%
Mortgage Finance
Finance Services
United States
SALT LAKE CITY