W. Blair Waltrip - 31 Dec 2023 Form 5 Insider Report for SERVICE CORP INTERNATIONAL (SCI)

Role
Director
Signature
Katie M. Walker, Attorney-in-Fact for W. Blair Waltrip
Issuer symbol
SCI
Transactions as of
31 Dec 2023
Net transactions value
$0
Form type
5
Filing time
14 Feb 2024, 15:58:47 UTC
Previous filing
04 May 2023
Next filing
07 Mar 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SCI Common Stock Gift $0 +6,667 +17% $0.000000 46,667 28 May 2019 By 1997 Grandchildren's Trust F1
holding SCI Common Stock 604,098 31 Dec 2023 Direct
holding SCI Common Stock 210,900 31 Dec 2023 See Footnote F2
holding SCI Common Stock 122,384 31 Dec 2023 See Footnote F3
holding SCI Common Stock 154,204 31 Dec 2023 By W.B. Waltrip Trust
holding SCI Common Stock 33,744 31 Dec 2023 See Footnote F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

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.