Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIAGE SERVICES INCCSV · Entity 5426 | Director | June 30, 2022 | July 05, 2022 |
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 June 30, 2022 · Filed July 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,807 |
Reported balance
After 2022-06-30 transaction · row 1
1 source rowRow 1 · 2022-06-30 · Grant · Acquired 325 · Balance 35,807 F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectHeld in Trust for Minor Children | 2,576 |
Reported balance
Holding disclosure · report date 2022-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,576 |
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 June 30, 2022 for Director Compensation earned during the second 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 |
|---|---|---|---|---|---|---|
| June 30, 2022 Filed Jul 5, 2022 20:55 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 325 | $39.65 | $12,886.25 |
DisclosureSEC source: 0001016281-22-000080 · wf-form4_165705453277022.xml · nonDerivative · entry 1 Leibman Bryan · CIK 0001654306 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,807 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 20:28 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 468 | $53.33 | $24,958.44 |
DisclosureSEC source: 0001016281-22-000058 · wf-form4_164884492079105.xml · nonDerivative · entry 1 Leibman Bryan · CIK 0001654306 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,482 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 22:13 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 387 | $64.44 | $24,938.28 |
DisclosureSEC source: 0001016281-22-000009 · wf-form4_164124798371467.xml · nonDerivative · entry 1 Leibman Bryan · CIK 0001654306 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,014 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 | 560 | $44.59 | $24,970.40 |
DisclosureSEC source: 0001016281-21-000191 · wf-form4_163312858265419.xml · nonDerivative · entry 1 Leibman Bryan · CIK 0001654306 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,627 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 |
| August 13, 2021 Filed Aug 13, 2021 20:23 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 3,000 | $39.25 | $117,750.00 |
DisclosureSEC source: 0001016281-21-000168 · wf-form4_162888617958630.xml · nonDerivative · entry 1 Leibman Bryan · CIK 0001654306 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,067 Read SEC document |
| June 30, 2021 Filed Jun 30, 2021 22:21 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 676 | $36.97 | $24,991.72 |
DisclosureSEC source: 0001016281-21-000146 · wf-form4_162509169426491.xml · nonDerivative · entry 1 Leibman Bryan · CIK 0001654306 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,067 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 22:56 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 710 | $35.19 | $24,984.90 |
DisclosureSEC source: 0001016281-21-000103 · wf-form4_161731773967738.xml · nonDerivative · entry 1 Leibman Bryan · CIK 0001654306 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,391 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 | 798 | $31.32 | $24,993.36 |
DisclosureSEC source: 0001016281-21-000009 · wf-form4_160979545128298.xml · nonDerivative · entry 1 Leibman Bryan · CIK 0001654306 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,681 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 20:29 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,120 | $22.31 | $24,987.20 |
DisclosureSEC source: 0001016281-20-000177 · wf-form4_160158413965823.xml · nonDerivative · entry 1 Leibman Bryan · CIK 0001654306 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,883 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 22:34 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,379 | $18.12 | $24,987.48 |
DisclosureSEC source: 0001016281-20-000148 · wf-form4_159433407749706.xml · nonDerivative · entry 1 Leibman Bryan · CIK 0001654306 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,763 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 22:57 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,547 | $16.15 | $24,984.05 |
DisclosureSEC source: 0001016281-20-000089 · wf-form4_158578183147197.xml · nonDerivative · entry 1 Leibman Bryan · CIK 0001654306 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,384 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 |
| November 05, 2018 Filed Nov 7, 2018 21:22 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 6,000 | $15.84 | $95,040.00 |
DisclosureSEC source: 0001016281-18-000117 · wf-form4_154162571777048.xml · nonDerivative · entry 1 Leibman Bryan · CIK 0001654306 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,837 Read SEC document |
| April 28, 2017 Filed May 1, 2017 20:27 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 3,000 | $27.40 | $82,200.00 |
DisclosureSEC 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 |
| November 04, 2016 Filed Nov 7, 2016 21:54 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 5,000 | $23.52 | $117,600.00 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.