person · Reporting owner
Patteson Donald Douglas Jr
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIAGE SERVICES INCCSV · Entity 5426 | Director | December 30, 2022 | January 03, 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 December 30, 2022 · Filed January 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSpouse | 1,000 |
Reported balance
After 2022-12-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-12-30 · Purchase · Acquired 1,000 · Balance 1,000 |
| Common StockSEC Table I · non-derivative | Direct | 63,279 |
Reported balance
Holding disclosure · report date 2022-12-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 63,279 |
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 |
|---|---|---|---|---|---|---|
| December 30, 2022 Filed Jan 3, 2023 22:00 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,000 | $27.50 | $27,500.00 |
DisclosureSEC source: 0001016281-23-000012 · wf-form4_167278320362500.xml · nonDerivative · entry 1 Patteson Donald Douglas Jr · CIK 0001353072 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 1,000 Read SEC document |
| August 30, 2022 Filed Sep 1, 2022 21:19 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,000 | $36.50 | $36,500.00 |
DisclosureSEC source: 0001016281-22-000101 · wf-form4_166206712613943.xml · nonDerivative · entry 1 Patteson Donald Douglas Jr · CIK 0001353072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,279 Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:53 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 252 | $39.65 | $9,991.80 |
DisclosureSEC source: 0001016281-22-000078 · wf-form4_165705439997063.xml · nonDerivative · entry 1 Patteson Donald Douglas Jr · CIK 0001353072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,279 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 20:32 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 187 | $53.33 | $9,972.71 |
DisclosureSEC source: 0001016281-22-000062 · wf-form4_164884513707863.xml · nonDerivative · entry 1 Patteson Donald Douglas Jr · CIK 0001353072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,027 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 | 155 | $64.44 | $9,988.20 |
DisclosureSEC source: 0001016281-22-000012 · wf-form4_164124804772035.xml · nonDerivative · entry 1 Patteson Donald Douglas Jr · CIK 0001353072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,485 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 22:50 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 224 | $44.59 | $9,988.16 |
DisclosureSEC source: 0001016281-21-000192 · wf-form4_163312859936962.xml · nonDerivative · entry 1 Patteson Donald Douglas Jr · CIK 0001353072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,425 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 22:16 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 270 | $36.97 | $9,981.90 |
DisclosureSEC source: 0001016281-21-000138 · wf-form4_162509137916471.xml · nonDerivative · entry 1 Patteson Donald Douglas Jr · CIK 0001353072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,201 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 22:50 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 284 | $35.19 | $9,993.96 |
DisclosureSEC source: 0001016281-21-000099 · wf-form4_161731737547411.xml · nonDerivative · entry 1 Patteson Donald Douglas Jr · CIK 0001353072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,931 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 | 319 | $31.32 | $9,991.08 |
DisclosureSEC source: 0001016281-21-000008 · wf-form4_160979543567198.xml · nonDerivative · entry 1 Patteson Donald Douglas Jr · CIK 0001353072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,647 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 | 448 | $22.31 | $9,994.88 |
DisclosureSEC source: 0001016281-20-000175 · wf-form4_160158410111139.xml · nonDerivative · entry 1 Patteson Donald Douglas Jr · CIK 0001353072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,328 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 22:35 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 551 | $18.12 | $9,984.12 |
DisclosureSEC source: 0001016281-20-000149 · wf-form4_159433409664272.xml · nonDerivative · entry 1 Patteson Donald Douglas Jr · CIK 0001353072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,880 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 22:58 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 619 | $16.15 | $9,996.85 |
DisclosureSEC source: 0001016281-20-000091 · wf-form4_158578190461094.xml · nonDerivative · entry 1 Patteson Donald Douglas Jr · CIK 0001353072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,329 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 |
| March 27, 2020 Filed Mar 31, 2020 22:45 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 100 | $15.61 | $1,561.00 |
DisclosureSEC source: 0001016281-20-000083 · wf-form4_158569470374426.xml · nonDerivative · entry 2 Patteson Donald Douglas Jr · CIK 0001353072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,710 Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 22:45 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 900 | $15.62 | $14,058.00 |
DisclosureSEC source: 0001016281-20-000083 · wf-form4_158569470374426.xml · nonDerivative · entry 1 Patteson Donald Douglas Jr · CIK 0001353072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,610 Read SEC document |
| December 11, 2018 Filed Dec 12, 2018 01:14 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 3,200 | $16.00 | $51,200.00 |
DisclosureSEC source: 0001016281-18-000148 · wf-form4_154457723008790.xml · nonDerivative · entry 1 Patteson Donald Douglas Jr · CIK 0001353072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,631 Read SEC document |
| August 20, 2018 Filed Aug 20, 2018 21:27 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 4,000 | $23.25 | $93,000.00 |
DisclosureSEC source: 0001016281-18-000090 · wf-form4_153480040782729.xml · nonDerivative · entry 1 Patteson Donald Douglas Jr · CIK 0001353072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,431 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.