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CIK 1078418 · last filed 2024-12-16

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$55.30M

Companies

2

Total Filings

48

Lifetime Open-Market Net

-$10.63M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
SCI Director 718,944 $76.92 $55.30M -$10.65M 42 2024-12-16
EDELMAN FINANCIAL GROUP INC. (SMHG) Delisted Director 31,680 $25.6K 6 2010-06-02

Recent Filings · Page 3 of 5

48 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2016-08-11 SCI Sell (S) −5,000 -$135.3K EDGAR
2016-06-14 SCI Sell (S) −1,424 -$38.4K EDGAR
2016-06-09 SCI Sell (S) −1,424 -$39.1K EDGAR
2016-05-11 SCI Grant (A) +10,000 $0 EDGAR
2015-12-14 SCI Sell (S) −2,000 -$52.4K EDGAR
2015-11-25 SCI Sell (S) −1,250 -$34.5K EDGAR
2015-11-24 SCI Sell (S) −2,106 -$57.7K EDGAR
2015-05-13 SCI Grant (A) +10,000 $0 EDGAR
2015-05-06 SCI Sell (S) −5,347 -$148.2K EDGAR
2015-03-12 SCI Sell (S) −500 -$12.5K EDGAR
Showing 2130 of 48
Page 3 of 5
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.