0000089089-24-000013.txt : 20240214 0000089089-24-000013.hdr.sgml : 20240214 20240214155847 ACCESSION NUMBER: 0000089089-24-000013 CONFORMED SUBMISSION TYPE: 5 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: WALTRIP W BLAIR CENTRAL INDEX KEY: 0001078418 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 5 SEC ACT: 1934 Act SEC FILE NUMBER: 001-06402 FILM NUMBER: 24637254 MAIL ADDRESS: STREET 1: C/O PINNACLE GLOBAL GROUP STREET 2: 5599 SAN FELIPE #1212 CITY: HOUSTON STATE: TX ZIP: 77056 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: SERVICE CORP INTERNATIONAL CENTRAL INDEX KEY: 0000089089 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PERSONAL SERVICES [7200] ORGANIZATION NAME: 07 Trade & Services IRS NUMBER: 741488375 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 1929 ALLEN PKWY STREET 2: P O BOX 130548 CITY: HOUSTON STATE: TX ZIP: 77019 BUSINESS PHONE: 7135225141 MAIL ADDRESS: STREET 1: P O BOX 130548 CITY: HOUSTON STATE: TX ZIP: 77219-0548 FORMER COMPANY: FORMER CONFORMED NAME: SERVICE CORPORATION INTERNATIONAL DATE OF NAME CHANGE: 19920703 5 1 wk-form5_1707944312.xml FORM 5 X0508 5 2023-12-31 0 0 1 0000089089 SERVICE CORP INTERNATIONAL SCI 0001078418 WALTRIP W BLAIR 1929 ALLEN PARKWAY HOUSTON TX 77019 1 0 0 0 0 Common Stock 2019-05-28 4 G 0 L 6667 0 A 46667 I By 1997 Grandchildren's Trust Common Stock 604098 D Common Stock 210900 I See Footnote Common Stock 122384 I See Footnote Common Stock 154204 I By W.B. Waltrip Trust Common Stock 33744 I See Footnote The shares are held by the Waltrip 1997 Grandchildren's Trust. Mr. Waltrip expressly disclaims beneficial ownership of the indicated shares. The shares are held by one of the Robert L. and Claire H. Waltrip Children's Trusts, of which Mr. Waltrip is sole trustee and beneficiary. The shares are held by three Wanda McGee 1972 Trusts. Mr. Waltrip is electing to report only those shares representing his proportional interest instead of the total amount of shares held in such trust, which were included on Mr. Waltrip's prior ownership reports. The shares are held by the Robert L. Waltrip Family Trust. Mr. Waltrip is electing to report only those shares representing his proportional interest instead of the total amount of shares held in such trust, which were included on Mr. Waltrip's prior ownership reports. Mr. Waltrip does not have a reportable beneficial interest in the 994 shares under the Texas UGMA that were included on Mr. Waltrip's prior ownership reports as Mr. Waltrip is no longer custodian for such shares. Mr. Waltrip also does not have a reportable beneficial interest in the 7,394 shares held by the John B. McGee and Wanda A. McGee Irrevocable Trusts that were included on Mr. Waltrip's prior ownership reports as the Trusts were terminated and the shares were distributed to his children. Katie M. Walker, Attorney-in-Fact for W. Blair Waltrip 2024-02-14