Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIAGE SERVICES INCCSV · Entity 5426 | Director | March 31, 2023 | April 04, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CARRIAGE SERVICES INC
Report date March 31, 2023 · Filed April 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,784 |
Reported balance
After 2023-03-31 transaction · row 1
1 source rowRow 1 · 2023-03-31 · Grant · Acquired 1,186 · Balance 12,784 F1: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 31, 2023 for Director Compensation earned during the first quarter. |
Filing footnotes · ownership attribution and instrument terms
F1: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 31, 2023 for Director Compensation earned during the first quarter.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 31, 2023 Filed Apr 4, 2023 21:02 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,186 | $30.52 | $36,196.72 |
DisclosureSEC source: 0001016281-23-000058 · wf-form4_168064214352722.xml · nonDerivative · entry 1 Messac Achille · CIK 0001819907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,784 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 31, 2023 for Director Compensation earned during the first quarter. Read SEC document |
| December 31, 2022 Filed Jan 3, 2023 21:58 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,315 | $27.54 | $36,215.10 |
DisclosureSEC source: 0001016281-23-000008 · wf-form4_167278309893694.xml · nonDerivative · entry 1 Messac Achille · CIK 0001819907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,431 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 31, 2022 for Director Compensation earned during the fourth quarter. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 21:07 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,126 | $32.16 | $36,212.16 |
DisclosureSEC source: 0001016281-22-000114 · wf-form4_166483081569696.xml · nonDerivative · entry 1 Messac Achille · CIK 0001819907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,116 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2022 for Director Compensation earned during the third quarter. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:50 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 913 | $39.65 | $36,200.45 |
DisclosureSEC source: 0001016281-22-000076 · wf-form4_165705422229384.xml · nonDerivative · entry 1 Messac Achille · CIK 0001819907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,990 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2022 for Director Compensation earned during the second quarter. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 20:27 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 679 | $53.33 | $36,211.07 |
DisclosureSEC source: 0001016281-22-000056 · wf-form4_164884483331221.xml · nonDerivative · entry 1 Messac Achille · CIK 0001819907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,077 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 31, 2022 for Director Compensation earned during the first quarter. Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 22:12 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 562 | $64.44 | $36,215.28 |
DisclosureSEC source: 0001016281-22-000008 · wf-form4_164124793177764.xml · nonDerivative · entry 1 Messac Achille · CIK 0001819907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,398 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 31, 2021 for Director Compensation earned during the fourth quarter. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 22:48 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 812 | $44.59 | $36,207.08 |
DisclosureSEC source: 0001016281-21-000187 · wf-form4_163312852033494.xml · nonDerivative · entry 1 Messac Achille · CIK 0001819907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,836 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2021 for Director Compensation earned during the third quarter. Read SEC document |
| June 30, 2021 Filed Jun 30, 2021 22:23 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 957 | $36.97 | $35,380.29 |
DisclosureSEC source: 0001016281-21-000148 · wf-form4_162509178004132.xml · nonDerivative · entry 1 Messac Achille · CIK 0001819907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,024 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2021 for Director Compensation earned during the second quarter. Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 22:53 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 994 | $35.19 | $34,978.86 |
DisclosureSEC source: 0001016281-21-000101 · wf-form4_161731754955405.xml · nonDerivative · entry 1 Messac Achille · CIK 0001819907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,067 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 31, 2021 for Director Compensation earned during the first quarter. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 21:24 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,117 | $31.32 | $34,984.44 |
DisclosureSEC source: 0001016281-21-000010 · wf-form4_160979546649945.xml · nonDerivative · entry 1 Messac Achille · CIK 0001819907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,073 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 31, 2020 for Director Compensation earned during the fourth quarter. Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 20:28 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,074 | $22.31 | $23,960.94 |
DisclosureSEC source: 0001016281-20-000176 · wf-form4_160158411676641.xml · nonDerivative · entry 1 Messac Achille · CIK 0001819907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,956 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2020 for Director Compensation earned during the third quarter. 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.