Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIAGE SERVICES INCCSV · Entity 5426 | Board Advisor | September 30, 2026 | October 03, 2026 |
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 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,193 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 160 · Balance 29,193 F1: Award pursuant to Carriage's Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2026, for Director Compensation earned during the third quarter. |
Filing footnotes · ownership attribution and instrument terms
F1: Award pursuant to Carriage's Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2026, for Director Compensation earned during the third 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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 3, 2026 00:32 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 160 | $31.17 | $4,987.20 |
DisclosureSEC source: 0001193242-26-000003 · wk-form4_1790973132.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,193 F1 · shares: Award pursuant to Carriage's Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2026, for Director Compensation earned during the third quarter. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 20:24 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 130 | $38.34 | $4,984.20 |
DisclosureSEC source: 0001016281-26-000042 · wk-form4_1782937454.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,033 F1 · shares: Award pursuant to Carriage's Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2026, for Director Compensation earned during the second quarter. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:40 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 109 | $45.66 | $4,976.94 |
DisclosureSEC source: 0001016281-26-000030 · wk-form4_1775162409.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,903 F1 · shares: Award pursuant to Carriage's Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 31, 2026 for Director Compensation earned during the first quarter. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:48 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 118 | $42.30 | $4,991.40 |
DisclosureSEC source: 0001016281-26-000008 · wk-form4_1767649714.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,794 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 31, 2025 for Director Compensation earned during the fourth quarter. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 21:19 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 112 | $44.54 | $4,988.48 |
DisclosureSEC source: 0001016281-25-000120 · wk-form4_1759439959.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,676 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2025 for Director Compensation earned during the third quarter. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:12 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 109 | $45.74 | $4,985.66 |
DisclosureSEC source: 0001016281-25-000093 · wk-form4_1751487133.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,564 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2025 for Director Compensation earned during the second quarter. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:34 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 129 | $38.75 | $4,998.75 |
DisclosureSEC source: 0001016281-25-000053 · wk-form4_1743626076.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,455 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 31, 2025 for Director Compensation earned during the first quarter. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:06 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 125 | $39.85 | $4,981.25 |
DisclosureSEC source: 0001016281-25-000007 · wk-form4_1735938365.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,326 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 31, 2024 for Director Compensation earned during the fourth quarter. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 21:34 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 152 | $32.83 | $4,990.16 |
DisclosureSEC source: 0001016281-24-000157 · wk-form4_1727904862.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,201 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2024 for Director Compensation earned during the third quarter. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 21:45 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 186 | $26.84 | $4,992.24 |
DisclosureSEC source: 0001016281-24-000125 · wk-form4_1719956718.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,049 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 28, 2024 for Director Compensation earned during the second quarter. Read SEC document |
| March 29, 2024 Filed Apr 2, 2024 23:41 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 184 | $27.04 | $4,975.36 |
DisclosureSEC source: 0001016281-24-000078 · wk-form4_1712101273.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,863 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 29, 2024 for Director Compensation earned during the first quarter. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 21:21 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 199 | $25.01 | $4,976.99 |
DisclosureSEC source: 0001016281-24-000005 · wk-form4_1704316893.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,679 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 29, 2023 for Director Compensation earned during the fourth quarter. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 21:57 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 176 | $28.25 | $4,972.00 |
DisclosureSEC source: 0001016281-23-000120 · wk-form4_1696370210.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,480 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 29, 2023 for Director Compensation earned during the third quarter. Read SEC document |
| June 30, 2023 Filed Jul 3, 2023 20:33 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 153 | $32.47 | $4,967.91 |
DisclosureSEC source: 0001016281-23-000092 · wk-form4_1688416423.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,304 F1 · balance_after: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2023 for Director Compensation earned during the second quarter. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 21:04 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 163 | $30.52 | $4,974.76 |
DisclosureSEC source: 0001016281-23-000061 · wf-form4_168064223437921.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,151 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 | 181 | $27.54 | $4,984.74 |
DisclosureSEC source: 0001016281-23-000009 · wf-form4_167278311753837.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,988 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 20:59 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 155 | $32.16 | $4,984.80 |
DisclosureSEC source: 0001016281-22-000112 · wf-form4_166483069999401.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,807 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 20:59 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 126 | $39.65 | $4,995.90 |
DisclosureSEC source: 0001016281-22-000084 · wf-form4_165705476065466.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,652 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 20:25 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 93 | $53.33 | $4,959.69 |
DisclosureSEC source: 0001016281-22-000054 · wf-form4_164884470622019.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,526 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 | 77 | $64.44 | $4,961.88 |
DisclosureSEC source: 0001016281-22-000007 · wf-form4_164124791001091.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,433 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 | 112 | $44.59 | $4,994.08 |
DisclosureSEC source: 0001016281-21-000188 · wf-form4_163312853569389.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,356 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 22:19 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 135 | $36.97 | $4,990.95 |
DisclosureSEC source: 0001016281-21-000142 · wf-form4_162509154841400.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,244 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 22:48 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 142 | $35.19 | $4,996.98 |
DisclosureSEC source: 0001016281-21-000097 · wf-form4_161731723852828.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,109 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 21:25 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 159 | $31.32 | $4,979.88 |
DisclosureSEC source: 0001016281-21-000013 · wf-form4_160979551578748.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,967 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 | 224 | $22.31 | $4,997.44 |
DisclosureSEC source: 0001016281-20-000174 · wf-form4_160158408600866.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,808 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 | 275 | $18.12 | $4,983.00 |
DisclosureSEC source: 0001016281-20-000146 · wf-form4_159433403887596.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,584 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 23:00 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 309 | $16.15 | $4,990.35 |
DisclosureSEC source: 0001016281-20-000095 · wf-form4_158578202838671.xml · nonDerivative · entry 1 BRUDNICKI GREG M · CIK 0001193242 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,309 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.