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 | 27,666 |
Reported balance
After 2023-03-31 transaction · row 1
1 source rowRow 1 · 2023-03-31 · Grant · Acquired 1,186 · Balance 27,666 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 21:03 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,186 | $30.52 | $36,196.72 |
DisclosureSEC source: 0001016281-23-000059 · wf-form4_168064217469866.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,666 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 21:59 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,315 | $27.54 | $36,215.10 |
DisclosureSEC source: 0001016281-23-000010 · wf-form4_167278313878130.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,480 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 |
| March 31, 2022 Filed Apr 1, 2022 20:30 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 679 | $53.33 | $36,211.07 |
DisclosureSEC source: 0001016281-22-000060 · wf-form4_164884502098068.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,165 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 22:14 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 562 | $64.44 | $36,215.28 |
DisclosureSEC source: 0001016281-22-000011 · wf-form4_164124803024881.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,486 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 22:49 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 812 | $44.59 | $36,207.08 |
DisclosureSEC source: 0001016281-21-000189 · wf-form4_163312855164686.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,924 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 22:20 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 979 | $36.97 | $36,193.63 |
DisclosureSEC source: 0001016281-21-000144 · wf-form4_162509161229124.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,112 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 22:55 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,029 | $35.19 | $36,210.51 |
DisclosureSEC source: 0001016281-21-000102 · wf-form4_161731763991455.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,133 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 |
| March 04, 2021 Filed Mar 5, 2021 21:21 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 3,000 | $33.78 | $101,340.00 |
DisclosureSEC source: 0001016281-21-000077 · wf-form4_161497928472687.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,104 Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 21:25 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,156 | $31.20 | $36,067.20 |
DisclosureSEC source: 0001016281-21-000012 · wf-form4_160979549949222.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,104 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 20:27 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,624 | $22.31 | $36,231.44 |
DisclosureSEC source: 0001016281-20-000172 · wf-form4_160158404990457.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,948 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 |
| June 30, 2020 Filed Jul 9, 2020 22:33 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,999 | $18.12 | $36,221.88 |
DisclosureSEC source: 0001016281-20-000144 · wf-form4_159433399641966.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,324 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2020 for Director Compensation earned during the second quarter Read SEC document |
| March 31, 2020 Filed Apr 1, 2020 22:59 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 2,244 | $16.15 | $36,240.60 |
DisclosureSEC source: 0001016281-20-000093 · wf-form4_158578196695171.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,325 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 31, 2020 for Director Compensation earned during the first quarter of 2020. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 00:36 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 781 | $25.60 | $19,993.60 |
DisclosureSEC source: 0001016281-20-000004 · wf-form4_157801174235107.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,081 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 31, 2019 for Director Compensation earned during the fourth quarter of 2019. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 21:46 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 978 | $20.44 | $19,990.32 |
DisclosureSEC source: 0001016281-19-000102 · wf-form4_157005274791587.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,300 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2019 for Director Compensation earned during the third quarter of 2019. Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 22:16 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,052 | $19.01 | $19,998.52 |
DisclosureSEC source: 0001016281-19-000073 · wf-form4_156201937550892.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,322 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 28, 2019 for Director Compensation earned during the second quarter of 2019. Read SEC document |
| March 29, 2019 Filed Apr 1, 2019 21:51 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,038 | $19.25 | $19,981.50 |
DisclosureSEC source: 0001016281-19-000050 · wf-form4_155415547573487.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,270 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 29, 2019 for Director Compensation earned during the first quarter of 2019. Read SEC document |
| December 31, 2018 Filed Jan 11, 2019 01:04 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,290 | $15.50 | $19,995.00 |
DisclosureSEC source: 0001016281-19-000006 · wf-form4_154716868047306.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,232 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 31, 2018 for Director Compensation earned during the fourth quarter of 2018. Read SEC document |
| November 30, 2018 Filed Dec 3, 2018 22:30 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,700 | $16.80 | $28,560.00 |
DisclosureSEC source: 0001016281-18-000134 · wf-form4_154387623116816.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,942 Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 21:37 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 928 | $21.55 | $19,998.40 |
DisclosureSEC source: 0001016281-18-000104 · wf-form4_153851623411009.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,242 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 28, 2018 for Director Compensation earned during the third quarter of 2018. Read SEC document |
| June 29, 2018 Filed Jul 5, 2018 23:45 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 814 | $24.55 | $19,983.70 |
DisclosureSEC source: 0001016281-18-000077 · wf-form4_153083430010814.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,314 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 29, 2018 for Director Compensation earned during the second quarter of 2018. Read SEC document |
| February 23, 2018 Filed Feb 24, 2018 00:36 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 2,500 | $27.50 | $68,750.00 |
DisclosureSEC source: 0001016281-18-000026 · wf-form4_151943258299952.xml · nonDerivative · entry 1 FINGERHUT BARRY K · CIK 0001047744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 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.