Security National Financial Ownership

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

Recent Insider Transactions

DB:XSNA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
12 Dec 23	Sell€24,242	Gilbert Fuller	Individual	3,000	€8.08
11 Dec 23	Sell€124,262	Jeffrey Stephens	Individual	15,000	€8.28
20 Jul 23	Sell€15,713	Howard Moody	Individual	2,013	€7.81
20 Jul 23	Sell€7,465	Howard Moody	Individual	987	€7.56

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of XSNA?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,144,699	5.15%
Hedge Funds	1,800,311	8.1%
Private Companies	3,939,328	17.7%
Employee Share Scheme	4,030,643	18.1%
General Public	4,311,613	19.4%
Institutions	7,001,564	31.5%

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

Top Shareholders

Top 25 shareholders own 77.38% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18.1%	Security National Financial ESOP	4,030,643	€24.9m	-10.3%	no data
13.1%	Soltis Investment Advisors, LLC	2,917,170	€18.0m	-0.55%	2.17%
10.2%	George R. Quist & Shirley C. Quist Family Partnership, Ltd.	2,265,916	€14.0m	-3.82%	no data
8.1%	M3F, Inc.	1,800,311	€11.1m	-0.12%	3.66%
6.59%	Scott M. And Lisa J. Quist Family Trust	1,463,978	€9.0m	5%	no data
3.7%	BlackRock, Inc.	822,443	€5.1m	13.7%	no data
2.71%	The Vanguard Group, Inc.	602,356	€3.7m	0.67%	no data
2.2%	Scott Quist	489,792	€3.0m	-39.4%	no data
2.16%	Dimensional Fund Advisors LP	480,891	€3.0m	6.73%	no data
1.71%	Bridgeway Capital Management, LLC	380,477	€2.3m	1.85%	0.04%
1.14%	Geode Capital Management, LLC	253,003	€1.6m	2.49%	no data
0.95%	Carlson Capital, L.P.	211,301	€1.3m	-19.7%	0.12%
0.94%	Estate of George R Quist	208,274	€1.3m	1.31%	no data
0.92%	Renaissance Technologies LLC	205,403	€1.3m	-1.44%	no data
0.72%	Jason Overbaugh	160,865	€992.1k	9.43%	no data
0.65%	State Street Global Advisors, Inc.	144,828	€893.2k	-0.22%	no data
0.62%	Jeffrey Stephens	138,778	€855.9k	1.09%	no data
0.54%	Northern Trust Global Investments	119,061	€734.3k	0.93%	no data
0.53%	Scott Quist	117,483	€724.6k	-18.7%	no data
0.5%	Garrett Sill	111,558	€688.0k	118%	no data
0.27%	Janney Montgomery Scott LLC, Asset Management Arm	59,306	€365.8k	17.9%	no data
0.26%	EP Wealth Advisors, LLC	57,929	€357.3k	0%	no data
0.25%	Firstpurpose Wealth Llc	55,000	€339.2k	0%	0.14%
0.23%	Howard Moody	52,136	€321.5k	77.9%	no data
0.23%	Morgan Stanley, Investment Banking and Brokerage Investments	51,541	€317.9k	49.5%	no data