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 80.78% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
20.2%	Security National Financial ESOP	4,493,445	US$30.2m	0%	no data
13.2%	Soltis Investment Advisors, LLC	2,933,195	US$19.7m	0%	2.13%
10.6%	George R. Quist & Shirley C. Quist Family Partnership, Ltd.	2,355,843	US$15.8m	0%	no data
8.1%	M3F, Inc.	1,800,311	US$12.1m	-0.12%	3.58%
6.27%	Scott M. And Lisa J. Quist Family Trust	1,394,265	US$9.4m	0%	no data
3.7%	BlackRock, Inc.	822,443	US$5.5m	13.7%	no data
3.64%	Scott Quist	808,700	US$5.4m	0%	no data
2.71%	The Vanguard Group, Inc.	602,356	US$4.0m	0.67%	no data
2.16%	Dimensional Fund Advisors LP	480,891	US$3.2m	6.73%	no data
1.71%	Bridgeway Capital Management, LLC	380,477	US$2.6m	1.85%	0.04%
1.14%	Geode Capital Management, LLC	253,003	US$1.7m	2.49%	no data
0.95%	Carlson Capital, L.P.	211,301	US$1.4m	-19.7%	0.12%
0.92%	Estate of George R Quist	205,573	US$1.4m	0%	no data
0.92%	Renaissance Technologies LLC	205,403	US$1.4m	-1.44%	no data
0.66%	Jason Overbaugh	147,007	US$987.9k	0%	no data
0.65%	State Street Global Advisors, Inc.	144,828	US$973.2k	-0.22%	no data
0.62%	Jeffrey Stephens	137,286	US$922.6k	-3.09%	no data
0.62%	Scott Quist	136,915	US$920.1k	-5.19%	no data
0.54%	Northern Trust Global Investments	119,061	US$800.1k	0.93%	no data
0.27%	Janney Montgomery Scott LLC, Asset Management Arm	59,306	US$398.5k	17.9%	no data
0.26%	EP Wealth Advisors, LLC	57,929	US$389.3k	0%	no data
0.25%	Firstpurpose Wealth Llc	55,000	US$369.6k	0%	0.13%
0.23%	Morgan Stanley, Investment Banking and Brokerage Investments	51,541	US$346.4k	49.5%	no data
0.23%	Garrett Sill	51,224	US$344.2k	0%	no data
0.21%	Robert Hunter	47,609	US$319.9k	-4.39%	no data