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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

$58.54M

Companies

2

Total Filings

50

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 $81.43 $58.54M -$10.65M 42 2024-12-16
EDELMAN FINANCIAL GROUP INC. (SMHG) Delisted Director 31,680 $25.6K 6 2010-06-02

Recent Filings · Page 4 of 5

50 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2015-05-06 SCI Sell (S) −5,347 -$148.2K EDGAR
2015-03-12 SCI Sell (S) −500 -$12.5K EDGAR
2015-02-26 SCI Sell (S) −4,225 -$105.0K EDGAR
2013-05-08 SCI Grant (A) +10,000 $0 EDGAR
2013-04-11 SCI Gift (G) +60,000 $0 EDGAR
2012-12-21 SCI Gift (G) +100,000 $0 EDGAR
2012-05-09 SCI Grant (A) +10,000 $0 EDGAR
2011-05-11 SCI Grant (A) +10,000 $0 EDGAR
2010-12-15 SCI Sell (S) −40,008 -$337.4K EDGAR
2010-12-13 SCI Sell (S) −75,000 -$631.3K EDGAR
Showing 3140 of 50
Page 4 of 5
Form 4 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.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.