Security National Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:SNFC.A Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
12 Dec 23	SellUS$26,160	Gilbert Fuller	Individual	3,000	US$8.72
11 Dec 23	SellUS$133,500	Jeffrey Stephens	Individual	15,000	US$8.90
20 Jul 23	SellUS$17,513	Howard Moody	Individual	2,013	US$8.70
20 Jul 23	SellUS$8,320	Howard Moody	Individual	987	US$8.43

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top 25 shareholders own 78.15% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18.1%	Security National Financial ESOP	4,030,643	US$31.6m	-10.3%	no data
13.1%	Soltis Investment Advisors, LLC	2,917,170	US$22.9m	-0.55%	2.44%
10.2%	George R. Quist & Shirley C. Quist Family Partnership, Ltd.	2,265,916	US$17.8m	-3.82%	no data
8.34%	M3F, Inc.	1,853,804	US$14.5m	2.97%	4.53%
6.58%	Scott M. And Lisa J. Quist Family Trust	1,463,978	US$11.5m	5%	no data
3.57%	BlackRock, Inc.	794,437	US$6.2m	-3.41%	no data
2.74%	The Vanguard Group, Inc.	609,575	US$4.8m	1.2%	no data
2.25%	Dimensional Fund Advisors LP	499,270	US$3.9m	3.82%	no data
2.2%	Scott Quist	489,792	US$3.8m	-39.4%	no data
1.74%	Bridgeway Capital Management, LLC	386,777	US$3.0m	1.66%	0.05%
1.25%	Geode Capital Management, LLC	276,903	US$2.2m	9.45%	no data
0.99%	Carlson Capital, L.P.	220,048	US$1.7m	4.14%	0.17%
0.94%	Estate of George R Quist	208,274	US$1.6m	1.31%	no data
0.91%	Renaissance Technologies LLC	202,703	US$1.6m	-1.31%	no data
0.72%	Jason Overbaugh	160,865	US$1.3m	9.43%	no data
0.62%	Jeffrey Stephens	138,778	US$1.1m	1.09%	no data
0.62%	State Street Global Advisors, Inc.	138,228	US$1.1m	-4.56%	no data
0.54%	Northern Trust Global Investments	119,274	US$935.1k	0.18%	no data
0.53%	Scott Quist	117,483	US$921.1k	-18.7%	no data
0.5%	Garrett Sill	111,558	US$874.6k	118%	no data
0.5%	TownSquare Capital, LLC	110,753	US$868.3k	0%	0.01%
0.38%	Verdad Advisers, L.P.	84,400	US$661.7k	214%	0.73%
0.29%	Janney Montgomery Scott LLC, Asset Management Arm	64,798	US$508.0k	9.26%	no data
0.26%	EP Wealth Advisors, LLC	57,929	US$454.2k	0%	0.01%
0.25%	Firstpurpose Wealth Llc	55,000	US$431.2k	0%	0.15%