Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ardent Health, Inc.ARDT · Entity 4664 | Director | April 01, 2026 | April 02, 2026 |
| CARRIAGE SERVICES INCCSV · Entity 5426 | Director | 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.
Ardent Health, Inc.
Report date April 01, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,215 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Grant · Acquired 14,231 · Balance 58,215 F1: Represents restricted stock units that vest in full on the first anniversary of April 1, 2026, subject to the Reporting Person's continued service with the Issuer through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that vest in full on the first anniversary of April 1, 2026, subject to the Reporting Person's continued service with the Issuer through the vesting date.
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 | 5,697 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 986 · Balance 5,697 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 00:39 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 986 | $31.17 | $30,733.62 |
DisclosureSEC source: 0001628280-26-064570 · wk-form4_1790973578.xml · nonDerivative · entry 1 Robinson Edmondo · CIK 0002030383 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,697 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 | 664 | $38.34 | $25,457.76 |
DisclosureSEC source: 0001016281-26-000044 · wk-form4_1782937494.xml · nonDerivative · entry 1 Robinson Edmondo · CIK 0002030383 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,711 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 |
| April 01, 2026 Filed Apr 2, 2026 20:49 UTC | Ardent Health, Inc. ARDT · Entity 4664 | GrantCommon Stock | 14,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023268 · wk-form4_1775162987.xml · nonDerivative · entry 1 Robinson Edmondo · CIK 0002030383 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,215 F1 · shares: Represents restricted stock units that vest in full on the first anniversary of April 1, 2026, subject to the Reporting Person's continued service with the Issuer through the vesting date. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:41 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 557 | $45.66 | $25,432.62 |
DisclosureSEC source: 0001016281-26-000033 · wk-form4_1775162474.xml · nonDerivative · entry 1 Robinson Edmondo · CIK 0002030383 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,047 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 21:47 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 601 | $42.30 | $25,422.30 |
DisclosureSEC source: 0001016281-26-000005 · wk-form4_1767649643.xml · nonDerivative · entry 1 Robinson Edmondo · CIK 0002030383 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,490 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 21:17 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 572 | $44.54 | $25,476.88 |
DisclosureSEC source: 0001016281-25-000117 · wk-form4_1759439876.xml · nonDerivative · entry 1 Robinson Edmondo · CIK 0002030383 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,889 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 20:06 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 556 | $45.74 | $25,431.44 |
DisclosureSEC source: 0001016281-25-000087 · wk-form4_1751486804.xml · nonDerivative · entry 1 Robinson Edmondo · CIK 0002030383 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,317 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 20:32 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 610 | $38.75 | $23,637.50 |
DisclosureSEC source: 0001016281-25-000050 · wk-form4_1743625918.xml · nonDerivative · entry 1 Robinson Edmondo · CIK 0002030383 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,761 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 |
| March 21, 2025 Filed Mar 25, 2025 21:09 UTC | Ardent Health, Inc. ARDT · Entity 4664 | GrantCommon Stock | 12,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-014771 · wk-form4_1742936961.xml · nonDerivative · entry 1 Robinson Edmondo · CIK 0002030383 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,984 F1 · shares: Represents restricted stock units that vest in full on the first anniversary of March 21, 2025, subject to the Reporting Person's continued service with the Issuer through the vesting date. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:05 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 386 | $39.85 | $15,382.10 |
DisclosureSEC source: 0001016281-25-000006 · wk-form4_1735938322.xml · nonDerivative · entry 1 Robinson Edmondo · CIK 0002030383 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,151 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 |
| December 12, 2024 Filed Dec 16, 2024 22:15 UTC | Ardent Health, Inc. ARDT · Entity 4664 | GrantCommon Stock | 10,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-051541 · wk-form4_1734387328.xml · nonDerivative · entry 1 Robinson Edmondo · CIK 0002030383 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,068 F1 · shares: Represents restricted stock units that vest in three substantially equal installments on each of the first, second and third anniversaries of December 12, 2024, subject to pro rata vesting if the Reporting Person's service as a director terminates under certain circumstances in connection with the Issuer's annual meeting of stockholders. Read SEC document |
| July 18, 2024 Filed Jul 22, 2024 21:53 UTC | Ardent Health, Inc. ARDT · Entity 4664 | GrantCommon Stock | 11,562 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-001959 · form4.xml · nonDerivative · entry 1 Robinson Edmondo · CIK 0002030383 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,275 F1 · shares: Represents restricted stock units that vest in full on the first anniversary of March 31, 2024, subject to the Reporting Person's continued service with the Issuer through the vesting date. 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.