Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIAGE SERVICES INCCSV · Entity 5426 | Vice President | September 11, 2020 | September 14, 2020 |
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 September 11, 2020 · Filed September 14, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,812 |
Reported balance
After 2020-09-11 transaction · row 1
1 source rowRow 1 · 2020-09-11 · Purchase · Acquired 2,500 · Balance 22,812 |
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 |
|---|---|---|---|---|---|---|
| September 11, 2020 Filed Sep 14, 2020 16:14 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 2,500 | $20.89 | $52,225.00 |
DisclosureSEC source: 0001016281-20-000164 · wf-form4_160011446848072.xml · nonDerivative · entry 1 Loeffel Michael · CIK 0001768685 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,812 Read SEC document |
| June 01, 2020 Filed Jun 2, 2020 16:28 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,355 | $18.57 | $25,162.35 |
DisclosureSEC source: 0001016281-20-000125 · wf-form4_159112966665261.xml · nonDerivative · entry 2 Loeffel Michael · CIK 0001768685 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,312 Read SEC document |
| May 29, 2020 Filed Jun 2, 2020 16:28 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,370 | $18.25 | $25,002.50 |
DisclosureSEC source: 0001016281-20-000125 · wf-form4_159112966665261.xml · nonDerivative · entry 1 Loeffel Michael · CIK 0001768685 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,957 Read SEC document |
| May 19, 2020 Filed May 26, 2020 19:45 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Disposition to issuerPerformance Award · Derivative | 10,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-20-000115 · wf-form4_159053671758165.xml · derivative · entry 4 Loeffel Michael · CIK 0001768685 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,500 shares Expires 2023-12-31 F3 · derivative.exercise_price: Represents performance awards originally granted on February 20, 2019 and canceled by mutual agreement of the reporting person and the Issuer on May 19, 2020. F3 · derivative.exercise_date: Represents performance awards originally granted on February 20, 2019 and canceled by mutual agreement of the reporting person and the Issuer on May 19, 2020. Read SEC document |
| May 19, 2020 Filed May 26, 2020 19:45 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Disposition to issuerPerformance Award · Derivative | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-20-000115 · wf-form4_159053671758165.xml · derivative · entry 3 Loeffel Michael · CIK 0001768685 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,000 shares Expires 2024-12-31 F2 · derivative.exercise_price: Represents performance awards originally granted on February 19, 2020 and canceled by mutual agreement of the reporting person and the Issuer on May 19, 2020. F2 · derivative.exercise_date: Represents performance awards originally granted on February 19, 2020 and canceled by mutual agreement of the reporting person and the Issuer on May 19, 2020. Read SEC document |
| May 19, 2020 Filed May 26, 2020 19:45 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantPerformance Award · Derivative | 13,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-20-000115 · wf-form4_159053671758165.xml · derivative · entry 2 Loeffel Michael · CIK 0001768685 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,974 Underlying: Common Stock · 13,974 shares Expires 2024-12-31 F1 · derivative.exercise_price: Represents performance awards, payable in shares on December 31, 2024 granted under the Carriage Services, Inc. 2017 Omnibus Incentive Plan. The award will vest (if at all) on December 31, 2024 provided that the Company's common stock reaches one of five pre-determined growth targets for a sustained period beginning on the grant date of May 19, 2020 and ending on December 31, 2024 F1 · derivative.exercise_date: Represents performance awards, payable in shares on December 31, 2024 granted under the Carriage Services, Inc. 2017 Omnibus Incentive Plan. The award will vest (if at all) on December 31, 2024 provided that the Company's common stock reaches one of five pre-determined growth targets for a sustained period beginning on the grant date of May 19, 2020 and ending on December 31, 2024 Read SEC document |
| March 30, 2020 Filed Mar 31, 2020 18:42 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 2,250 | $16.22 | $36,495.00 |
DisclosureSEC source: 0001016281-20-000079 · wf-form4_158569450464594.xml · nonDerivative · entry 2 Loeffel Michael · CIK 0001768685 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,178 Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 18:42 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,250 | $14.55 | $18,187.50 |
DisclosureSEC source: 0001016281-20-000079 · wf-form4_158569450464594.xml · nonDerivative · entry 1 Loeffel Michael · CIK 0001768685 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,928 Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 20:24 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,350 | $19.46 | $26,271.00 |
DisclosureSEC source: 0001016281-20-000056 · wf-form4_158337148172260.xml · nonDerivative · entry 2 Loeffel Michael · CIK 0001768685 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,678 Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 20:24 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,350 | $20.23 | $27,310.50 |
DisclosureSEC source: 0001016281-20-000056 · wf-form4_158337148172260.xml · nonDerivative · entry 1 Loeffel Michael · CIK 0001768685 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,328 Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 20:56 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 252 | $24.55 | $6,186.60 |
DisclosureSEC source: 0001016281-20-000018 · wf-form4_158207736310783.xml · nonDerivative · entry 1 Loeffel Michael · CIK 0001768685 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,978 F1 · acquired: Represents shares withheld on February 14, 2020 to cover taxes associated with the vesting of shares of restricted stock granted on February 14, 2018. 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.