OakChart

Security National Financial Corp

SNFCAFinancial·Insurance - Life·USA·Micro·NASD·Nov 11 • 3:29 PM ET

9.09+0.02 (0.22%)
2026-11-11 21:33 CET
Market cap
247.25 USD m
Revenue, TTM
326.58 USD m
Net income, TTM
35.64 USD m
Free cash flow, TTM
110.51 USD m
EPS diluted, TTM
1.41
P/E
6.44
Compare

Price

SNFCA against its 20, 50 and 200-day averages
2050200
8.509.009.5010.00132K264KVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26SNFCAclose 9.0920-day 9.1950-day 9.00200-day 9.039.0952w high

11.1% under the 52-week high of 10.23 on 17 Jul 2026. 52-week low 7.33 on 19 Nov 2025. Last 15 sessions, 7.4% high to low

Volume 0.90× normal · the line is the 50-bar volume average

Profile

SNFCA
52-week range, 61% of the way up
7.3310.23

Security National Financial Corp. is a holding company for Security National Life Insurance Co. It operates through the following segments: Life Insurance, Cemetery and Mortuary, and Mortgage. The Life Insurance segment is involved in the business of selling and servicing selected lines of life insurance, annuity products, and accident and health insurance. The Cemetery and Mortuary segment consists of eight mortuaries and five cemeteries in the state of Utah and one cemetery in the state of California. The Mortgage segment originates and underwrites or otherwise purchases residential and commercial loans for new construction, existing homes, and other real estate projects. The company was founded in 1979 and is headquartered in Salt Lake City, UT.

IndexRUT
Employees1243
IPOAug 12, 1987
Beta0.62
ATR, 14d0.22
Rel volume0.90
Short float1.20%
Insider own34.12%
Inst own36.39%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap247.79M
Enterprise Value-
Income35.64M
Sales326.58M
Book/sh17.98
Cash/sh-
Dividend Est.-
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout0.00%
Employees1243
IPOAug 12, 1987

Ratios

P/E6.44
Forward P/E-
PEG-
P/S0.76
P/B0.51
P/C-
P/FCF2.24
EV/EBITDA-
EV/Sales-
Quick Ratio-
Current Ratio2.87
Debt/Eq0.30
LT Debt/Eq0.30
Option/ShortNo / Yes

Earnings

EPS (ttm)1.41
EPS next Y-
EPS next Q-
EPS this Y-
EPS next Y-
EPS next 5Y-
EPS past 3/5Y7.65% -11.00%
Sales past 3/5Y-4.01% -6.44%
EPS Y/Y TTM103.64%
Sales Y/Y TTM-4.19%
EPS Q/Q-21.81%
Sales Q/Q-10.51%
EarningsNov 12 BMO
EPS/Sales Surpr.- -

Ownership

Insider Own34.12%
Insider Trans0.00%
Inst Own36.39%
Inst Trans-
ROA2.26%
ROE8.55%
ROIC5.86%
Gross Margin-
Oper. Margin15.60%
Profit Margin10.91%
SMA20-1.13%
SMA501.04%
SMA2000.63%
Trades-

Technical

Shs Outstand22.39M
Shs Float17.96M
Short Float1.20%
Short Ratio7.11
Short Interest0.22M
52W High10.23 -11.10%
52W Low7.33 23.95%
Volatility3.26% 2.13%
ATR (14)0.22
RSI (14)47.40
Beta0.62
Rel Volume0.90
Avg Volume30.28K
Volume25,457

Performance

Perf Week-3.71%
Perf Month0.00%
Perf Quarter-1.62%
Perf Half Y1.32%
Perf YTD5.93%
Perf Year16.68%
Perf 3Y42.01%
Perf 5Y24.48%
Perf 10Y147.18%
Recom-
Target Price-
Prev Close9.07
Price9.09
Change %0.22%

Peers

Mkt cap
TickerCompanyMkt cap
CIACitizens Inc205.86M
AAMEAtlantic American Corp24.68M
GLGlobe Life Inc12.20B
CNOCNO Financial Group Inc5.27B
GNWGenworth Financial Inc3.18B
CSVCarriage Services Inc458.69M
PRIPrimerica Inc8.99B
FGF&G Annuities & Life Inc3.26B
UWMCUWM Holdings Corp2.22B
SCIService Corp International10.23B

Insider trading

latest 14 of 23
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Cook John LDirectorOct 01 '26Option Exercise8.536155,24627,008Oct 09 06:46 PM
MOODY H. CRAIGDirectorOct 01 '26Option Exercise8.536155,24653,213Oct 07 07:01 PM
FULLER GILBERT ADirectorOct 01 '26Option Exercise8.536155,24632,588Oct 05 02:46 PM
Cook John LDirectorJul 01 '26Option Exercise8.536165,25425,136Jul 07 10:38 AM
MOODY H. CRAIGDirectorJul 01 '26Option Exercise8.536165,25450,093Jul 06 11:46 AM
Stephens Jeffrey RussellGen. Counsel & Corp. SecJul 01 '26Option Exercise8.538887,57537,123Jul 02 04:42 PM
FULLER GILBERT ADirectorJul 01 '26Option Exercise8.536165,25432,589Jul 02 01:49 PM
Overbaugh Jason G.VP & Nat Mark Dir of Life InsMay 14 '26Option Exercise9.5421,596206,026110,385Jun 01 11:30 AM
Quist Adam GeorgeVice President/General CounselApr 18 '26Option Exercise9.868,93488,08919,942Apr 23 11:09 AM
MOODY H. CRAIGDirectorApr 20 '26Option Exercise4.355,33323,21149,477Apr 21 05:38 PM
Cook John LDirectorApr 01 '26Option Exercise8.536155,24624,520Apr 15 04:56 PM
FULLER GILBERT ADirectorApr 07 '26Sale9.4510,00094,50031,973Apr 07 05:33 PM
FULLER GILBERT ADirectorApr 07 '26Proposed Sale9.5910,00095,900Apr 07 02:51 PM
MOODY H. CRAIGDirectorApr 01 '26Option Exercise8.536155,24644,144Apr 02 05:18 PM

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
IWMiShares Russell 2000 Index FundAUM: 77.38B
DFSVUS Small Cap Value Portfolio ETF Class SharesAUM: 8.52B
VXFVanguard Extended Market Index ETFAUM: 30.47B
IWNiShares Russell 2000 Value ETFAUM: 14.10B
DFATU.S. Targeted Value Portfolio-ETF Class SharesAUM: 14.47B
DFASU.S. Small Cap Portfolio-ETF Class SharesAUM: 15.51B
BSVOEA Bridgeway Omni Small-Cap Value ETFAUM: 2.44B
VTWOVanguard Russell 2000 Index ETFAUM: 16.75B
DFMCU.S. Micro Cap Portfolio ETF Class SharesAUM: 212.10M

News

latest 14 of 200

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
No quarterly earnings.

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
No annual earnings.

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
No estimate revisions.

Estimate history

EPS, annual0.5450.8270.4142.1521.480.9630.5521.0491.2021.4106
Period201720182019202020212022202320242025TTM
EPS, quarterly0.446-0.0020.1610.2310.2930.6020.2610.3180.229
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual276.926279.132280.292480.565468.667389.652318.497334.523344.588326.58
Period201720182019202020212022202320242025TTM
Sales, quarterly88.27479.26982.7489.54189.32682.98179.72983.92679.942
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual25.58126.04126.13125.51125.89825.54125.67427.15426.05626.061
Period201720182019202020212022202320242025MRQ
Shares, quarterly25.64625.85526.02127.24725.93226.05626.01727.33626.061
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Revenue326.58344.59334.52318.50389.65468.67480.57280.29279.13
Losses, Claims & Reserves97.04100.82100.61100.0192.9393.4886.4168.4863.52
Selling, General and Administrative Incl. Other178.60197.84192.28197.32254.52318.29315.02193.25182.96
Operating Income before Interest Expense50.9445.9341.6321.1742.2156.9079.1318.5632.65
Interest Expense4.664.524.254.877.837.138.587.396.96
Unusual Expense------2.03-0.90-2.77-0.49
Net Income Before Taxes46.2841.4137.3716.3034.3851.8071.4513.9426.18
Income Taxes10.649.268.251.818.6912.2815.853.054.49
Consolidated Net Income35.6432.1529.1214.5025.6939.5255.6010.8921.69
Net Income From Continuing Operations35.6432.1529.1214.5025.6939.5255.6010.8921.69
Net Income35.6432.1529.1214.5025.6939.5255.6010.8921.69
EPS (Recurring)1.321.201.050.550.961.432.130.340.81
EPS (Basic, Before Extraordinaries)1.441.241.080.571.001.542.200.420.84
EPS (Diluted)1.411.201.050.550.961.482.150.410.83
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense1.741.040.630.480.730.090.260.190.19
Price To Earnings Ratio6.436.4311.036.3316.394.922.929.473.90
Price To Sales Ratio0.720.670.910.640.410.410.330.380.32
Operating Margin15.6013.3312.446.6510.8312.1416.476.6211.70
Net Margin10.919.338.704.556.598.4311.573.897.77
Shares Outstanding26.0626.0627.1525.6725.5425.9025.5126.1326.04
Market Capitalization247.25247.25282.12198.66153.11186.69158.96105.9988.73
Operating Income after Interest Expense-41.4137.3716.3034.3849.7770.5511.1725.69
Reserves Increase (Decrease)-0.000.000.000.000.000.000.000.00

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Total Revenue79.9483.9379.7382.9889.3389.5482.7479.27
Losses, Claims & Reserves23.5924.3224.5424.6024.9325.0526.2425.00
Selling, General and Administrative Incl. Other46.6246.8545.1440.0053.1754.8649.8153.30
Operating Income before Interest Expense9.7412.7610.0518.3911.229.636.690.97
Interest Expense1.521.101.001.041.071.291.121.09
Operating Income after Interest Expense8.2211.669.0517.3510.158.345.57-0.12
Net Income Before Taxes8.2211.669.0517.3510.158.345.57-0.12
Income Taxes2.062.682.053.862.341.831.23-0.08
Consolidated Net Income6.178.987.0013.497.826.514.34-0.04
Net Income From Continuing Operations6.178.987.0013.497.826.514.34-0.04
Net Income6.178.987.0013.497.826.514.34-0.04
EPS (Recurring)0.230.320.260.600.290.230.16-0.00
EPS (Basic, Before Extraordinaries)0.240.330.270.600.300.240.17-0.00
EPS (Diluted)0.230.320.260.600.290.230.16-0.00
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense0.360.440.370.570.250.250.240.17
Price To Earnings Ratio6.436.266.516.6712.0810.6812.6411.03
Price To Sales Ratio0.720.780.710.560.650.740.880.84
Operating Margin12.1815.2112.6022.1612.5610.758.091.23
Net Margin7.7110.708.7816.268.757.275.24-0.05
Shares Outstanding26.0627.3426.0226.0625.9327.2526.0225.86
Market Capitalization247.25252.27234.89223.59214.13243.43285.58282.12

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY
Total Cash102.26140.55126.94120.92131.35106.22127.75142.2045.32
Investments1,062.06989.26951.72953.71838.28783.27781.29607.60642.29
Premium Balance Receivables - Insurance5.475.323.252.212.362.682.963.083.53
Net Property, Plant & Equipment33.4234.4834.7139.6742.9832.9035.3916.8918.01
Investment in Unconsolidated Affiliates0.000.000.000.000.000.000.000.000.00
Other Intangible Assets344.98311.04299.06329.57517.76608.31371.30270.23259.63
Total Assets1,548.191,480.651,415.701,446.081,532.741,533.371,318.701,039.99968.78
Insurance Policy Liabilities - Insurance928.87883.78904.27878.79853.93853.13817.52617.10598.15
Total Debt102.52112.03112.44172.31264.23309.75228.98187.52157.45
Long Term Debt94.00112.0399.71102.7995.3421.1031.6922.3069.01
Provision for Risks Charges0.000.130.270.400.540.670.800.840.98
Other Liabilities106.43102.8185.82101.79114.28105.8474.6862.7163.64
Total Liabilities1,137.821,098.751,102.801,153.291,232.981,269.381,121.99868.18820.21
Non-Equity Reserves0.000.000.000.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity410.37381.90312.90292.79299.77263.99196.71171.81148.57
Total Shareholders Equity410.37381.90312.90292.79299.77263.99196.71171.81148.57
Accumulated Minority Interest0.000.000.000.000.000.000.000.000.00
Total Equity410.37381.90312.90292.79299.77263.99196.71171.81148.57
Total Liabilities & Stockholders Equity1,548.191,480.651,415.701,446.081,532.741,533.371,318.701,039.99968.78
Book Value Per Share15.7514.0612.1911.4611.5710.357.536.605.81
Tangible Book Value Per Share15.4513.7611.8511.149.328.836.745.724.86
Full-Time Employees1,2431,4211,4731,6241,7331,7081,2931,4331,453
Price to Book Ratio0.500.830.670.570.620.600.540.520.58
Return on Assets2.132.011.011.722.583.900.922.161.48
Return on Equity8.588.384.798.6714.0224.145.9113.5410.04
Return on Invested Capital6.375.903.516.4910.0019.504.7711.176.49
Current Ratio1.412.481.840.980.560.370.910.800.57

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Funds from Operations-7.6921.8226.22103.90154.18-181.94-96.0521,645.80
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital-37.8535.5027.6626.55-9.5452.3120.4525.61
Cash from Operating Activities111.3745.5457.3253.88130.45144.64-129.63-75.6021,671.40
Capital Expenditures-0.87-1.69-2.47-1.11-1.60-5.22-1.63-1.84-1.28
Net Assets From Acquisitions0.000.000.000.000.00-12.630.00-20.14-3.41
Sale of Fixed Assets and Businesses0.090.080.370.000.070.000.190.052.02
Purchase or Sale of Investments-24.11-65.59-41.0315.72-35.63-45.7737.58-98.3365.98
Purchase of Investments-930.01-1,002.97-892.08-749.93-928.54-951.74-792.56-695.56-575.10
Sale Or Maturity of Investments905.90937.38851.05765.65892.90905.97830.14597.23641.08
Other Uses0.000.000.000.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.000.00158.360.00
Cash from Investing Activities-24.89-67.21-43.1314.61-37.16-63.6136.1438.1063.31
Cash Dividends Paid0.000.000.000.000.000.000.000.000.00
Change in Capital Stock-1.27-1.50-2.60-2.71-7.52-4.69-2.14-0.68-0.16
Repurchase of Common Pref Stock-1.35-1.61-3.05-2.85-7.66-5.77-2.97-1.54-0.22
Sale of Common Pref Stock0.080.110.450.130.141.080.830.860.06
Proceedsfrom Stock Options0.000.000.000.000.000.000.000.000.00
Issuance or Reduction of Debt, Net16.25-8.460.93-56.25-89.63-46.6280.0729.7530.06
Change in Long Term Debt16.25-8.460.93-56.25-89.63-46.6280.0729.7530.06
Issuance of Long Term Debt42.6069.002.8668.5059.62107.00254.94266.54163.19
Reduction of Long Term Debt-26.35-77.46-1.93-124.75-149.25-153.62-174.87-236.79-133.12
Net Financing Active Other Cash Flow-6.05-4.36-2.33-3.08-4.06-3.76-6.72-4.77-3.79
Other Financing Activities Uses-16.39-16.34-15.63-15.65-15.80-15.24-18.24-16.91-15.36
Cash from Financing Activities8.92-14.32-4.01-62.04-101.22-55.0871.2124.3026.12
Net Change in Cash95.41-35.9910.186.44-7.9325.95-22.27-13.2096.43
Free Cash Flow110.5143.8554.8552.77128.85139.42-131.26-77.4421,670.12
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Price to Free Cash Flow2.125.245.523.871.241.38--0.00

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Total Cash195.78163.44150.12102.26100.4079.32
Investments1,075.091,050.761,193.001,062.061,238.181,237.85
Net Property, Plant & Equipment28.9328.8929.2233.4229.9129.15
Investment in Unconsolidated Affiliates0.000.000.000.000.000.00
Other Intangible Assets304.36347.27189.12344.98176.61179.82
Total Assets1,611.501,596.491,567.321,548.191,549.261,530.23
Insurance Policy Liabilities - Insurance878.94926.01918.10928.87954.02947.66
Total Debt139.54122.23108.76102.52123.10122.93
Long Term Debt139.54122.23108.7694.00123.10122.93
Provision for Risks Charges0.000.000.000.000.000.00
Other Liabilities124.43115.21114.94106.43106.77104.89
Total Liabilities1,142.901,163.451,141.811,137.821,183.881,175.48
Non-Equity Reserves0.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity468.59433.04425.52410.37365.38354.75
Total Shareholders Equity468.59433.04425.52410.37365.38354.75
Accumulated Minority Interest0.000.000.000.000.000.00
Total Equity468.59433.04425.52410.37365.38354.75
Total Liabilities & Stockholders Equity1,611.501,596.491,567.321,548.191,549.261,530.23
Book Value Per Share17.9815.8416.3615.7514.0913.02
Tangible Book Value Per Share17.6815.5616.0615.4513.7912.73
Full-Time Employees---1,243--
Price to Book Ratio0.500.580.550.540.590.69
Return on Assets2.262.392.262.131.231.52
Return on Equity8.559.479.028.585.236.65
Return on Invested Capital1.011.621.312.681.601.36
Current Ratio2.872.812.721.412.011.84

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Extraordinary Item0.000.000.000.000.000.00
Cash from Operating Activities56.453.9932.9417.9925.65-7.68
Capital Expenditures-0.27-0.31-0.19-0.10-0.71-0.44
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.020.000.070.000.00
Purchase or Sale of Investments-38.07-1.287.907.34-1.37-42.73
Purchase of Investments-252.87-224.21-228.92-224.01-234.75-279.28
Sale Or Maturity of Investments214.80222.93236.82231.35233.39236.55
Other Uses0.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.00
Cash from Investing Activities-38.34-1.567.717.31-2.07-43.18
Cash Dividends Paid0.000.000.000.000.000.00
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock-0.01-0.50-0.780.02-0.40-0.96
Repurchase of Common Pref Stock-0.01-0.55-0.79-0.01-0.40-0.96
Sale of Common Pref Stock0.000.050.010.020.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.00
Issuance or Reduction of Debt, Net17.2913.4410.28-24.760.150.09
Change in Long Term Debt17.2913.4410.28-24.760.150.09
Issuance of Long Term Debt17.8213.9810.810.0034.8417.60
Reduction of Long Term Debt-0.53-0.53-0.53-24.76-34.69-17.51
Net Financing Active Other Cash Flow-1.83-0.98-2.17-1.08-1.09-1.16
Other Financing Activities Uses-4.23-3.62-4.71-3.84-4.07-4.32
Cash from Financing Activities15.4511.967.33-25.82-1.34-2.03
Net Change in Cash33.5614.3947.98-0.5322.24-52.89
Free Cash Flow56.183.6932.7517.8924.94-8.12
Price to Free Cash Flow2.123.293.594.384.745.22

Revenue breakdown

United States2024: 334.52M 2025: 344.59M
Total Finance Services revenue2024: 334.52M 2025: 344.59M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-301.20%0.2M18.0M28.64K
2026-10-151.22%0.2M18.0M29.07K
2026-09-301.26%0.2M18.0M28.91K
2026-09-151.36%0.2M18.0M33.55K
2026-08-311.71%0.3M18.0M34.69K
2026-08-141.19%0.2M18.0M34.17K
2026-07-311.23%0.2M18.0M34.32K
2026-07-151.31%0.2M18.0M34.88K
2026-06-301.12%0.2M17.9M36.54K
2026-06-151.19%0.2M17.9M36.66K
2026-05-291.23%0.2M17.9M36.33K
2026-05-151.17%0.2M17.8M36.46K
2026-04-301.29%0.2M16.9M38.50K
2026-04-151.31%0.2M17.8M38.66K
2026-03-311.29%0.2M17.8M37.10K
2026-03-131.58%0.3M17.8M35.12K
2026-02-271.70%0.3M17.8M35.91K
2026-02-131.88%0.3M17.8M35.74K
2026-01-302.09%0.4M17.8M32.86K
2026-01-151.86%0.3M17.7M31.54K

Option chain

expiry 2026-11-11
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-0910-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-10-094Statement of changes in beneficial ownership of securities2026-10-01SEC
2026-10-074Statement of changes in beneficial ownership of securities2026-10-01SEC
2026-10-054/A2026-10-01SEC
2026-10-054Statement of changes in beneficial ownership of securities2026-10-01SEC
2026-09-144Statement of changes in beneficial ownership of securities2026-09-11SEC
2026-08-263Initial statement of beneficial ownership of securities2026-08-26SEC
2026-08-1010-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-07-074Statement of changes in beneficial ownership of securities2026-07-01SEC
2026-07-064Statement of changes in beneficial ownership of securities2026-07-01SEC
2026-07-024Statement of changes in beneficial ownership of securities2026-07-01SEC
2026-07-024Statement of changes in beneficial ownership of securities2026-07-01SEC
2026-06-298-KCurrent report2026-06-26SEC
2026-06-014Statement of changes in beneficial ownership of securities2026-05-14SEC
2026-05-1110-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-04-28DEFA14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC
2026-04-28ARSAnnual report to security holders. 2025-12-31SEC
2026-04-28DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-04-28SEC
2026-04-234Statement of changes in beneficial ownership of securities2026-04-18SEC
2026-04-214Statement of changes in beneficial ownership of securities2026-04-20SEC
2026-04-154Statement of changes in beneficial ownership of securities2026-04-01SEC
2026-04-07144Filing for proposed sale of securities under Rule 144.SEC
2026-04-074Statement of changes in beneficial ownership of securities2026-04-07SEC
2026-04-024Statement of changes in beneficial ownership of securities2026-04-01SEC
2026-04-024Statement of changes in beneficial ownership of securities2026-04-01SEC
2026-04-024Statement of changes in beneficial ownership of securities2026-04-01SEC
2026-03-1610-KAnnual report pursuant to Section 13 or 15(d)2025-12-31SEC
2026-01-154/A2025-12-05SEC
2026-01-084Statement of changes in beneficial ownership of securities2026-01-02SEC
2026-01-064Statement of changes in beneficial ownership of securities2025-12-05SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-050000
2026-040094.50K1
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
M3F, Inc.8.11%
BlackRock, Inc.3.91%
DIMENSIONAL FUND ADVISORS LP3.43%
AMERIPRISE FINANCIAL INC3.18%
VANGUARD CAPITAL MANAGEMENT LLC2.88%
LHM, INC.2.32%
GEODE CAPITAL MANAGEMENT, LLC1.54%
Veradace Capital Management LLC1.36%
RBF Capital, LLC1.17%
BRIDGEWAY CAPITAL MANAGEMENT, LLC1.07%

Funds

Fund% owned
Columbia Small Cap Value Discovery Fund2.24%
VANGUARD TOTAL STOCK MARKET INDEX FUND2.00%
iShares Russell 2000 ETF1.51%
VANGUARD EXTENDED MARKET INDEX FUND0.82%
U.S. SMALL CAP VALUE PORTFOLIO0.78%
iShares Russell 2000 Value ETF0.69%
Fidelity Small Cap Index Fund0.66%
Columbia Variable Portfolio - Small Cap Value Discovery Fund0.41%
EA Bridgeway Omni Small-Cap Value ETF0.38%
VANGUARD RUSSELL 2000 INDEX FUND0.36%

OakChart. SNFCA. Cached 15 minutes.

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