Jason G. Overbaugh - 05 Dec 2025 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: 05 Dec 2025
Net transaction value: +$2,033,506
SEC form: 4
Accepted by SEC: 31 Dec 2025, 18:02:25 UTC
Prior SEC filing: 20 Feb 2025
Next SEC filing: 01 Jun 2026
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 31 Dec 2025.

Key facts

This page summarizes Jason G. Overbaugh's Form 4 filing for SECURITY NATIONAL FINANCIAL CORP (SNFCA).
10 reported transactions and 9 derivative rows are listed below.
Accepted by SEC: 31 Dec 2025, 18:02.

Change

Previous filing in this sequence was filed on 20 Feb 2025.
Current net transaction value: +$2,033,506.

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: 13471 SOUTH TUSCALEE WAY, DRAPER
Signature: /s/ Jason G. Overbaugh
Signature date: 31 Dec 2025

Reported non-derivative transactions

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

SNFCA transaction

Class A Common Stock

Gift

Transaction value: $41,445
Shares: -4,500
Change %: -4.8%
Price: $9.21
Shares after: 88,789
Date: 30 Dec 2025
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: $154,942
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: $111,459
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: $255,984
Shares: +36,465
Change %: +45%
Price: $7.02
Shares after: 116,919
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: $225,275
Shares: +40,517
Change %: +35%
Price: $5.56
Shares after: 157,436
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: $317,961
Shares: +44,100
Change %: +28%
Price: $7.21
Shares after: 201,536
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: $99,764
Shares: +7,298
Change %: +3.6%
Price: $13.67
Shares after: 208,834
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: $431,358
Shares: +34,703
Change %: +17%
Price: $12.43
Shares after: 243,537
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: $99,963
Shares: +10,657
Change %: +4.4%
Price: $9.38
Shares after: 254,194
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: $378,246
Shares: +44,343
Change %: +17%
Price: $8.53
Shares after: 298,537
Date: 05 Dec 2025
Ownership: Direct
Underlying class: Class C Common Stock
Underlying amount: 44,343
Exercise price: $8.53
Footnotes: F12

^* 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 112,260 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 43,288 shares of Class A Common Stock and 45,501 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.