Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | SCI | Common Stock | Gift | $0 | +6.67K | +16.67% | $0.00 | 46.7K | May 28, 2019 | By 1997 Grandchildren's Trust | F1 |
holding | SCI | Common Stock | 604K | Dec 31, 2023 | Direct | ||||||
holding | SCI | Common Stock | 211K | Dec 31, 2023 | See Footnote | F2 | |||||
holding | SCI | Common Stock | 122K | Dec 31, 2023 | See Footnote | F3 | |||||
holding | SCI | Common Stock | 154K | Dec 31, 2023 | By W.B. Waltrip Trust | ||||||
holding | SCI | Common Stock | 33.7K | Dec 31, 2023 | See Footnote | F4 |
Id | Content |
---|---|
F1 | The shares are held by the Waltrip 1997 Grandchildren's Trust. Mr. Waltrip expressly disclaims beneficial ownership of the indicated shares. |
F2 | The shares are held by one of the Robert L. and Claire H. Waltrip Children's Trusts, of which Mr. Waltrip is sole trustee and beneficiary. |
F3 | The shares are held by three Wanda McGee 1972 Trusts. Mr. Waltrip is electing to report only those shares representing his proportional interest instead of the total amount of shares held in such trust, which were included on Mr. Waltrip's prior ownership reports. |
F4 | The shares are held by the Robert L. Waltrip Family Trust. Mr. Waltrip is electing to report only those shares representing his proportional interest instead of the total amount of shares held in such trust, which were included on Mr. Waltrip's prior ownership reports. Mr. Waltrip does not have a reportable beneficial interest in the 994 shares under the Texas UGMA that were included on Mr. Waltrip's prior ownership reports as Mr. Waltrip is no longer custodian for such shares. Mr. Waltrip also does not have a reportable beneficial interest in the 7,394 shares held by the John B. McGee and Wanda A. McGee Irrevocable Trusts that were included on Mr. Waltrip's prior ownership reports as the Trusts were terminated and the shares were distributed to his children. |