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CARRIAGE SERVICES INC

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5426
SEC CIK
0001016281
Parsed reports
520

Last 12 months

Inside the activity.

0 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 27, 2017 Filed Sep 28, 2017 22:10 UTC
PAYNE MELVIN CDirector · CEO
GiftCommon Stock 600 $25.74 $15,444.00
Disclosure

SEC source: 0001016281-17-000092 · wf-form4_150663654115805.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,131,153

Read SEC document
August 18, 2017 Filed Aug 21, 2017 21:06 UTC PurchaseCommon Stock 1,000 $24.25 $24,250.00
Disclosure

SEC source: 0001016281-17-000090 · wf-form4_150334958999442.xml · nonDerivative · entry 1

Schenck James Raymond · CIK 0001681479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,061

Read SEC document
August 18, 2017 Filed Aug 21, 2017 21:05 UTC
PAYNE MELVIN CDirector · CEO
SaleCommon Stock 100,000 $23.85 $2,385,000.00
Disclosure

SEC source: 0001016281-17-000088 · wf-form4_150334950266180.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,131,753

F1 · shares: On August 18, 2017, Mr. Payne sold 100,000 shares to Carriage Services, Inc. in a privately negotiated transaction which was approved in advance by the Board of Directors.

Read SEC document
August 04, 2017 Filed Aug 4, 2017 20:36 UTC
PAYNE MELVIN CDirector · CEO
GiftCommon Stock 167 $24.62 $4,111.54
Disclosure

SEC source: 0001016281-17-000086 · wf-form4_150187897225872.xml · nonDerivative · entry 2

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,231,753

Read SEC document
August 03, 2017 Filed Aug 4, 2017 20:36 UTC
PAYNE MELVIN CDirector · CEO
GiftCommon Stock 200 $24.77 $4,954.00
Disclosure

SEC source: 0001016281-17-000086 · wf-form4_150187897225872.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,231,920

Read SEC document
June 22, 2017 Filed Jun 23, 2017 20:47 UTC
PAYNE MELVIN CDirector · CEO
GiftCommon Stock 125 $26.55 $3,318.75
Disclosure

SEC source: 0001016281-17-000076 · wf-form4_149825083671102.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,232,120

Read SEC document
June 16, 2017 Filed Jun 19, 2017 21:47 UTC
Olaniyan AdeolaPrincipal Accounting Officer
SaleCommon Stock 628 $26.94 $16,918.32
Disclosure

SEC source: 0001016281-17-000074 · wf-form4_149790884631361.xml · nonDerivative · entry 1

Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,128

Read SEC document
June 12, 2017 Filed Jun 13, 2017 20:27 UTC
PAYNE MELVIN CDirector · CEO
GiftCommon Stock 1,150 $26.74 $30,751.00
Disclosure

SEC source: 0001016281-17-000072 · wf-form4_149738563227621.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,232,245

Read SEC document
June 08, 2017 Filed Jun 9, 2017 22:10 UTC
PAYNE MELVIN CDirector · CEO
OtherCommon Stock 3,176 $0.00 $0.00
Disclosure

SEC source: 0001016281-17-000070 · wf-form4_149704622162601.xml · nonDerivative · entry 4

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Spouse

Disclosed balance after: 6,694

F2 · shares: On June 8, 2017, 3,176 shares of Common Stock were transferred from the Grantor Retained Annuity Trust (GRAT) in Karen Payne's name to her individual account.

Read SEC document
June 08, 2017 Filed Jun 9, 2017 22:10 UTC
PAYNE MELVIN CDirector · CEO
OtherCommon Stock 3,176 $0.00 $0.00
Disclosure

SEC source: 0001016281-17-000070 · wf-form4_149704622162601.xml · nonDerivative · entry 3

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Karen P. Payne 2016 Annuity Trust

Disclosed balance after: 21,824

F2 · shares: On June 8, 2017, 3,176 shares of Common Stock were transferred from the Grantor Retained Annuity Trust (GRAT) in Karen Payne's name to her individual account.

Read SEC document
June 08, 2017 Filed Jun 9, 2017 22:10 UTC
PAYNE MELVIN CDirector · CEO
OtherCommon Stock 3,176 $0.00 $0.00
Disclosure

SEC source: 0001016281-17-000070 · wf-form4_149704622162601.xml · nonDerivative · entry 2

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,233,395

F1 · shares: On June 8, 2017, 3,176 shares of Common Stock were transferred from the Grantor Retained Annuity Trust (GRAT) in Mel Payne's name to his individual account.

Read SEC document
June 08, 2017 Filed Jun 9, 2017 22:10 UTC
PAYNE MELVIN CDirector · CEO
OtherCommon Stock 3,176 $0.00 $0.00
Disclosure

SEC source: 0001016281-17-000070 · wf-form4_149704622162601.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Melvin C. Payne, Jr. 2016 Annuity Trust

Disclosed balance after: 21,824

F1 · shares: On June 8, 2017, 3,176 shares of Common Stock were transferred from the Grantor Retained Annuity Trust (GRAT) in Mel Payne's name to his individual account.

Read SEC document
May 04, 2017 Filed May 4, 2017 21:04 UTC
Brink Carl BenjaminChief Financial Officer
PurchaseCommon Stock 1,000 $26.99 $26,990.00
Disclosure

SEC source: 0001016281-17-000064 · wf-form4_149393183942979.xml · nonDerivative · entry 1

Brink Carl Benjamin · CIK 0001643336 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,059

Read SEC document
May 01, 2017 Filed May 1, 2017 20:28 UTC PurchaseCommon Stock 1,000 $27.25 $27,250.00
Disclosure

SEC source: 0001016281-17-000062 · wf-form4_149367051598351.xml · nonDerivative · entry 1

Schenck James Raymond · CIK 0001681479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,061

Read SEC document
April 28, 2017 Filed May 1, 2017 20:27 UTC PurchaseCommon Stock 3,000 $27.40 $82,200.00
Disclosure

SEC source: 0001016281-17-000060 · wf-form4_149367041974752.xml · nonDerivative · entry 1

Leibman Bryan · CIK 0001654306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,837

Read SEC document
March 21, 2017 Filed Mar 23, 2017 21:13 UTC
Phillips Shawn RSenior Vice President
SaleCommon Stock 5,630 $26.67 $150,152.10
Disclosure

SEC source: 0001016281-17-000037 · wf-form4_149030361260918.xml · nonDerivative · entry 1

Phillips Shawn R · CIK 0001427418 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,975

Read SEC document
March 21, 2017 Filed Mar 23, 2017 21:14 UTC
PAYNE MELVIN CDirector · CEO
GiftCommon Stock 190 $26.54 $5,042.60
Disclosure

SEC source: 0001016281-17-000039 · wf-form4_149030364678106.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,230,219

Read SEC document
March 13, 2017 Filed Mar 14, 2017 20:35 UTC
Olaniyan AdeolaPrincipal Accounting Officer
Exercise / conversionStock Options · Derivative 780 $0.00 Strike: $20.06 $0.00
Disclosure

SEC source: 0001016281-17-000026 · wf-form4_148952369148618.xml · derivative · entry 5

Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,120

Underlying: Common Stock · 780 shares

Expires 2026-02-23

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Stock Options granted pursuant to the Carriage Services, Inc. Second Amended and Restated 2006 Long-Term Incentive Plan of 3,900 options of which 780 vested on 2/23/2017 and were exercised on 3/13/2017, 780 shares will vest each year on 2/23/2018, 2/23/2019, 2/23/2020 and 2/23/2021. These stock options expire on 2/23/2026.

Read SEC document
March 13, 2017 Filed Mar 14, 2017 20:35 UTC
Olaniyan AdeolaPrincipal Accounting Officer
Exercise / conversionStock Options · Derivative 3,000 $0.00 Strike: $20.26 $0.00
Disclosure

SEC source: 0001016281-17-000026 · wf-form4_148952369148618.xml · derivative · entry 4

Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,000 shares

Expires 2019-02-25

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Stock Option grant pursuant to the Carriage Services, Inc. Amended and Restated 2006 Long-Term Incentive Plan of 9,000 options on 2/25/2014, of which 3,000 vested on 2/25/2015 and were exercised on 11/14/2016, 3,000 vested on 2/25/2016 and were exercised on 11/14/2016 and 3,000 vested on 2/25/2017 and were exercised on 3/13/2017.

Read SEC document
March 13, 2017 Filed Mar 14, 2017 20:35 UTC
Olaniyan AdeolaPrincipal Accounting Officer
Tax withholdingCommon Stock 2,879 $26.56 $76,466.24
Disclosure

SEC source: 0001016281-17-000026 · wf-form4_148952369148618.xml · nonDerivative · entry 3

Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,747

F1 · shares: Represents the shares sold to cover payment of option exercise price for those options exercised on March 13, 2017.

Read SEC document
March 13, 2017 Filed Mar 14, 2017 20:35 UTC
Olaniyan AdeolaPrincipal Accounting Officer
Exercise / conversionCommon Stock 780 $20.06 $15,646.80
Disclosure

SEC source: 0001016281-17-000026 · wf-form4_148952369148618.xml · nonDerivative · entry 2

Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,626

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 13, 2017 Filed Mar 14, 2017 20:35 UTC
Olaniyan AdeolaPrincipal Accounting Officer
Exercise / conversionCommon Stock 3,000 $20.26 $60,780.00
Disclosure

SEC source: 0001016281-17-000026 · wf-form4_148952369148618.xml · nonDerivative · entry 1

Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,846

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 08, 2017 Filed Mar 9, 2017 21:51 UTC PurchaseCommon Stock 1,000 $26.00 $26,000.00
Disclosure

SEC source: 0001016281-17-000024 · wf-form4_148909625739938.xml · nonDerivative · entry 1

Schenck James Raymond · CIK 0001681479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,061

Read SEC document
March 03, 2017 Filed Mar 6, 2017 22:38 UTC
PAYNE MELVIN CDirector · CEO
Tax withholdingCommon Stock 5,150 $25.78 $132,767.00
Disclosure

SEC source: 0001016281-17-000022 · wf-form4_148883991479221.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,230,409

F1 · shares: Represents shares withheld on March 3, 2017 to cover taxes associated with the vesting of shares of restricted stock granted on March 3, 2014.

Read SEC document
February 24, 2017 Filed Feb 27, 2017 22:31 UTC
Olaniyan AdeolaPrincipal Accounting Officer
Tax withholdingCommon Stock 218 $26.55 $5,787.90
Disclosure

SEC source: 0001016281-17-000020 · wf-form4_148823469951359.xml · nonDerivative · entry 1

Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,846

F1 · shares: Represents shares withheld on February 24, 2017 to cover taxes associated with the vesting of shares of restricted stock granted on February 24, 2015.

Read SEC document
February 07, 2017 Filed Feb 9, 2017 23:02 UTC Amendment
PAYNE MELVIN CDirector · CEO
GiftCommon Stock 300 $26.47 $7,941.00
Disclosure

SEC source: 0001016281-17-000013 · wf-form4a_148668133926395.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,235,559

Read SEC document
February 06, 2017 Filed Feb 9, 2017 21:31 UTC
PAYNE MELVIN CDirector · CEO
GiftCommon Stock 300 $26.61 $7,983.00
Disclosure

SEC source: 0001016281-17-000011 · wf-form4_148667584586454.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,235,559

Read SEC document
January 17, 2017 Filed Jan 19, 2017 00:00 UTC
PAYNE MELVIN CDirector · CEO
GiftCommon Stock 1,020 $27.29 $27,835.80
Disclosure

SEC source: 0001016281-17-000004 · wf-form4_148478403144389.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,235,859

Read SEC document
January 11, 2017 Filed Jan 12, 2017 23:51 UTC
PAYNE MELVIN CDirector · CEO
GiftCommon Stock 200 $26.67 $5,334.00
Disclosure

SEC source: 0001016281-17-000002 · wf-form4_148426507766934.xml · nonDerivative · entry 2

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,236,879

Read SEC document
January 11, 2017 Filed Jan 12, 2017 23:51 UTC
PAYNE MELVIN CDirector · CEO
GiftCommon Stock 100 $27.67 $2,767.00
Disclosure

SEC source: 0001016281-17-000002 · wf-form4_148426507766934.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,237,079

Read SEC document
December 05, 2016 Filed Dec 6, 2016 23:51 UTC
Phillips Shawn RRegional Partner
Exercise / conversionStock Options · Derivative 19,283 $4.78 Strike: $4.78 $92,172.74
Disclosure

SEC source: 0001016281-16-000259 · wf-form4_148106825196782.xml · derivative · entry 3

Phillips Shawn R · CIK 0001427418 · Regional Partner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 19,283 shares

Expires 2020-05-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Stock Options grant pursuant to the Carriage Services, Inc. Amended and Restated 2006 Long-Term Incentive Plan which vested 1/3 on 05/18/2011, 1/3 on 05/18/2012 and 1/3 on 05/18/2013. These stock options expire on 05/18/2020.

Read SEC document
December 05, 2016 Filed Dec 6, 2016 23:51 UTC
Phillips Shawn RRegional Partner
Tax withholdingCommon Stock 3,317 $27.79 $92,179.43
Disclosure

SEC source: 0001016281-16-000259 · wf-form4_148106825196782.xml · nonDerivative · entry 2

Phillips Shawn R · CIK 0001427418 · Regional Partner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,605

F1 · shares: Represents the surrender of already-owned shares on December 5, 2016 to cover payment of option exercise price.

Read SEC document
December 05, 2016 Filed Dec 6, 2016 23:51 UTC
Phillips Shawn RRegional Partner
Exercise / conversionCommon Stock 19,283 $4.78 $92,172.74
Disclosure

SEC source: 0001016281-16-000259 · wf-form4_148106825196782.xml · nonDerivative · entry 1

Phillips Shawn R · CIK 0001427418 · Regional Partner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,922

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
November 25, 2016 Filed Nov 28, 2016 22:49 UTC
PAYNE MELVIN CDirector · CEO
GiftCommon Stock 1,036 $27.02 $27,992.72
Disclosure

SEC source: 0001016281-16-000257 · wf-form4_148037333943598.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,237,179

Read SEC document
November 23, 2016 Filed Nov 23, 2016 21:49 UTC
PAYNE MELVIN CDirector · CEO
GiftCommon Stock 1,520 $27.02 $41,070.40
Disclosure

SEC source: 0001016281-16-000255 · wf-form4_147993775562874.xml · nonDerivative · entry 2

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,238,215

Read SEC document
November 22, 2016 Filed Nov 23, 2016 21:49 UTC
PAYNE MELVIN CDirector · CEO
GiftCommon Stock 100 $26.73 $2,673.00
Disclosure

SEC source: 0001016281-16-000255 · wf-form4_147993775562874.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,239,735

Read SEC document
November 04, 2016 Filed Nov 7, 2016 21:54 UTC PurchaseCommon Stock 5,000 $23.52 $117,600.00
Disclosure

SEC source: 0001016281-16-000253 · wf-form4_147855566011621.xml · nonDerivative · entry 1

Leibman Bryan · CIK 0001654306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,837

Read SEC document
September 19, 2016 Filed Sep 19, 2016 20:50 UTC
PAYNE MELVIN CDirector · CEO
GiftCommon Stock 180 $23.12 $4,161.60
Disclosure

SEC source: 0001016281-16-000239 · wf-form4_147431821304449.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,239,835

Read SEC document
September 08, 2016 Filed Sep 8, 2016 20:49 UTC
PAYNE MELVIN CDirector · CEO
GiftCommon Stock 1,500 $23.60 $35,400.00
Disclosure

SEC source: 0001016281-16-000237 · wf-form4_147336778109673.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,240,015

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.