Jason G. Overbaugh - 14 May 2026 Form 4 Insider Report for SECURITY NATIONAL FINANCIAL CORP (SNFCA)

Reporting relationship: VP & Nat Mark Dir of Life Ins, Director, 10%+ Owner
Issuer ticker: SNFCA
Reported as of: 14 May 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 01 Jun 2026, 11:30:18 UTC
Prior SEC filing: 31 Dec 2025
Source filing: View source filing
Reporting owner signature: /s/ Jason G. Overbaugh

Key filing fact

Jason G. Overbaugh filed Form 4 for SECURITY NATIONAL FINANCIAL CORP (SNFCA) on 01 Jun 2026.

Key facts

This page summarizes Jason G. Overbaugh's Form 4 filing for SECURITY NATIONAL FINANCIAL CORP (SNFCA).
12 reported transactions and 10 derivative rows are listed below.
Accepted by SEC: 01 Jun 2026, 11:30.

Change

Previous filing in this sequence was filed on 31 Dec 2025.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001588310 Primary reporting owner

Overbaugh Jason G.

Relationship: VP & Nat Mark Dir of Life Ins, Director, 10%+ Owner
Address: 433 ASCENSION WAY, SALT LAKE CITY
Signature: /s/ Jason G. Overbaugh
Signature date: 01 Jun 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

SNFCA transaction

Class C Common Stock

Options Exercise

Transaction value
Shares: +21,596
Change %: +24%
Price: $9.54^*
Shares after: 110,385
Date: 14 May 2026
Ownership: Direct

SNFCA transaction

Class C Common Stock

Disposed to Issuer

Transaction value
Shares: -7,000
Change %: -6.3%
Price: $9.54^*
Shares after: 103,385
Date: 14 May 2026
Ownership: Direct
Footnotes: F1, F2, F3

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

SNFCA transaction Derivative

Employee Stock Option (right to buy)

Award

Transaction value
Shares: +41,208
Change %
Price: $3.76^*
Shares after: 41,208
Date: 06 Dec 2019
Ownership: Direct
Underlying class: Class C Common Stock
Underlying amount: 41,208
Exercise price: $3.76
Footnotes: F4

SNFCA transaction Derivative

Employee Stock Option (right to buy)

Award

Transaction value
Shares: +39,246
Change %: +95%
Price: $2.84^*
Shares after: 80,454
Date: 27 Mar 2020
Ownership: Direct
Underlying class: Class C Common Stock
Underlying amount: 39,246
Exercise price: $2.84
Footnotes: F5

SNFCA transaction Derivative

Employee Stock Option (right to buy)

Award

Transaction value
Shares: +36,465
Change %: +73%
Price: $7.02^*
Shares after: 86,169
Date: 03 Dec 2021
Ownership: Direct
Underlying class: Class C Common Stock
Underlying amount: 36,465
Exercise price: $7.02
Footnotes: F6

SNFCA transaction Derivative

Employee Stock Option (right to buy)

Award

Transaction value
Shares: +40,517
Change %: +47%
Price: $5.56^*
Shares after: 126,686
Date: 02 Dec 2022
Ownership: Direct
Underlying class: Class C Common Stock
Underlying amount: 40,517
Exercise price: $5.56
Footnotes: F7

SNFCA transaction Derivative

Employee Stock Option (right to buy)

Award

Transaction value
Shares: +44,100
Change %: +35%
Price: $7.21^*
Shares after: 170,786
Date: 01 Dec 2023
Ownership: Direct
Underlying class: Class C Common Stock
Underlying amount: 44,100
Exercise price: $7.21
Footnotes: F8

SNFCA transaction Derivative

Employee Stock Option (right to buy)

Award

Transaction value
Shares: +7,298
Change %: +4.3%
Price: $13.67^*
Shares after: 178,084
Date: 06 Dec 2024
Ownership: Direct
Underlying class: Class C Common Stock
Underlying amount: 7,298
Exercise price: $13.67
Footnotes: F9

SNFCA transaction Derivative

Employee Stock Option (right to buy)

Award

Transaction value
Shares: +34,703
Change %: +19%
Price: $12.43^*
Shares after: 212,787
Date: 06 Dec 2024
Ownership: Direct
Underlying class: Class C Common Stock
Underlying amount: 34,703
Exercise price: $12.43
Footnotes: F10

SNFCA transaction Derivative

Employee Stock Option (right to buy)

Award

Transaction value
Shares: +10,657
Change %: +5%
Price: $9.38^*
Shares after: 223,444
Date: 05 Dec 2025
Ownership: Direct
Underlying class: Class C Common Stock
Underlying amount: 10,657
Exercise price: $9.38
Footnotes: F11

SNFCA transaction Derivative

Employee Stock Option (right to buy)

Award

Transaction value
Shares: +44,343
Change %: +20%
Price: $8.53^*
Shares after: 267,787
Date: 05 Dec 2025
Ownership: Direct
Underlying class: Class C Common Stock
Underlying amount: 44,343
Exercise price: $8.53
Footnotes: F12

SNFCA transaction Derivative

Employee Stock Option (right to buy)

Options Exercise

Transaction value
Shares: -30,750
Change %: -38%
Price: $2.84^*
Shares after: 49,704
Date: 14 May 2026
Ownership: Direct
Underlying class: Class C Common Stock
Underlying amount: 30,750
Exercise price: $2.84
Footnotes: F5

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 12 footnotes

Footnote F1

Does not include 113,482 shares of Class A Common Stock owned indirectly by the reporting person in the 401(k) Retirement Savings Plan.

Footnote F2

Does not include 30,146 shares of Class A Common Stock owned indirectly by the reporting person in the Deferred Compensation Plan.

Footnote F3

Includes 41,013 shares of Class A Common Stock and 62,372 shares of Class C Common Stock.

Footnote F4

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.

Footnote F5

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.

Footnote F6

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.

Footnote F7

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.

Footnote F8

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.

Footnote F9

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.

Footnote F10

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.

Footnote F11

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.

Footnote F12

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.