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.
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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:
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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 “M� (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.
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.
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.