Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 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.
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 | 4,793 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 312 · Balance 4,793 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 | 312 | $31.17 | $9,725.04 |
DisclosureSEC source: 0001988250-26-000003 · wk-form4_1790973119.xml · nonDerivative · entry 1 Sanders Julie · CIK 0001988250 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,793 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 20:25 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 208 | $38.34 | $7,974.72 |
DisclosureSEC source: 0001016281-26-000045 · wk-form4_1782937502.xml · nonDerivative · entry 1 Sanders Julie · CIK 0001988250 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,481 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 | 174 | $45.66 | $7,944.84 |
DisclosureSEC source: 0001016281-26-000032 · wk-form4_1775162454.xml · nonDerivative · entry 1 Sanders Julie · CIK 0001988250 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,273 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 | 188 | $42.30 | $7,952.40 |
DisclosureSEC source: 0001016281-26-000006 · wk-form4_1767649666.xml · nonDerivative · entry 1 Sanders Julie · CIK 0001988250 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,099 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 21:18 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 179 | $44.54 | $7,972.66 |
DisclosureSEC source: 0001016281-25-000118 · wk-form4_1759439905.xml · nonDerivative · entry 1 Sanders Julie · CIK 0001988250 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,911 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 20:08 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 173 | $45.74 | $7,913.02 |
DisclosureSEC source: 0001016281-25-000089 · wk-form4_1751486912.xml · nonDerivative · entry 1 Sanders Julie · CIK 0001988250 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,732 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 | 618 | $38.75 | $23,947.50 |
DisclosureSEC source: 0001016281-25-000051 · wk-form4_1743625958.xml · nonDerivative · entry 1 Sanders Julie · CIK 0001988250 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,559 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 | 601 | $39.85 | $23,949.85 |
DisclosureSEC source: 0001016281-25-000008 · wk-form4_1735938410.xml · nonDerivative · entry 1 Sanders Julie · CIK 0001988250 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,941 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 | 730 | $32.83 | $23,965.90 |
DisclosureSEC source: 0001016281-24-000158 · wk-form4_1727904872.xml · nonDerivative · entry 1 Sanders Julie · CIK 0001988250 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,340 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 21:44 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 867 | $26.84 | $23,270.28 |
DisclosureSEC source: 0001016281-24-000123 · wk-form4_1719956648.xml · nonDerivative · entry 1 Sanders Julie · CIK 0001988250 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,610 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.