Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIAGE SERVICES INCCSV · Entity 5426 | Director · CEO | February 25, 2026 | February 27, 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 February 25, 2026 · Filed February 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 109,110 |
Reported balance
After 2026-02-25 transaction · row 1
1 source rowRow 1 · 2026-02-25 · Grant · Acquired 20,417 · Balance 109,110 F1: Restricted Stock grant pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/25/2027. |
| Performance AwardSEC Table II · derivative / convertible security · Expires 2029-02-28 | Direct | 20,417 |
Reported balance
After 2026-02-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-25 · Grant · Acquired 20,417 · Balance 20,417 F2: Represents a performance-based award, payable in shares, granted on February 25, 2026 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through February 28, 2029, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock grant pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/25/2027.
F2: Represents a performance-based award, payable in shares, granted on February 25, 2026 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through February 28, 2029, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.
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 |
|---|---|---|---|---|---|---|
| February 25, 2026 Filed Feb 27, 2026 23:08 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantPerformance Award · Derivative | 20,417 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-012959 · wk-form4_1772233735.xml · derivative · entry 2 Quezada Carlos R. · CIK 0001816945 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,417 Underlying: Common Stock · 20,417 shares Expires 2029-02-28 F2 · derivative.exercise_price: Represents a performance-based award, payable in shares, granted on February 25, 2026 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through February 28, 2029, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date. F2 · price: Represents a performance-based award, payable in shares, granted on February 25, 2026 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through February 28, 2029, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date. F2 · derivative.exercise_date: Represents a performance-based award, payable in shares, granted on February 25, 2026 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through February 28, 2029, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 23:08 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 20,417 | $44.08 | $899,981.36 |
DisclosureSEC source: 0001628280-26-012959 · wk-form4_1772233735.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,110 F1 · shares: Restricted Stock grant pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/25/2027. Read SEC document |
| February 22, 2026 Filed Feb 25, 2026 23:36 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 1,180 | $44.86 | $52,934.80 |
DisclosureSEC source: 0001016281-26-000018 · wk-form4_1772062569.xml · nonDerivative · entry 2 Quezada Carlos R. · CIK 0001816945 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,693 F2 · shares: Represents shares withheld by the Issuer on February 22, 2026 to cover applicable withholding taxes related to vesting of shares of restricted stock granted on February 22, 2023. Read SEC document |
| February 21, 2026 Filed Feb 25, 2026 23:36 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 2,651 | $44.86 | $118,923.86 |
DisclosureSEC source: 0001016281-26-000018 · wk-form4_1772062569.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,873 F1 · shares: Represents shares withheld by the Issuer on February 21, 2026 to cover applicable withholding taxes related to vesting of shares of restricted stock granted on February 21, 2024. Read SEC document |
| February 19, 2026 Filed Feb 24, 2026 00:47 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 1,627 | $44.22 | $71,945.94 |
DisclosureSEC source: 0001628280-26-010812 · wk-form4_1771894067.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,524 F1 · price: Represents shares withheld by the Issuer on February 19, 2026 to cover applicable withholding taxes related to vesting of shares of restricted stock granted on February 19, 2025. Read SEC document |
| October 07, 2025 Filed Oct 9, 2025 20:32 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 4,250 | $46.14 | $196,095.00 |
DisclosureSEC source: 0001016281-25-000122 · wk-form4_1760041933.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · Director · CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 94,151 F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on December 27, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.86 to $46.84, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| August 07, 2025 Filed Aug 12, 2025 21:37 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 4,250 | $47.35 | $201,237.50 |
DisclosureSEC source: 0001016281-25-000105 · wk-form4_1755034647.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 98,333 F1 · date: This transaction is being reported late due to an administrative oversight. F2 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on December 27, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction. F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.81 to $48.39, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 07, 2025 Filed May 8, 2025 21:16 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 4,357 | $40.61 | $176,937.77 |
DisclosureSEC source: 0001016281-25-000080 · wk-form4_1746738993.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 102,583 F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on December 27, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.10 to $41.00, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| April 29, 2025 Filed Apr 29, 2025 22:21 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 958 | $40.02 | $38,339.16 |
DisclosureSEC source: 0001016281-25-000069 · wk-form4_1745965270.xml · nonDerivative · entry 2 Quezada Carlos R. · CIK 0001816945 · CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 106,940 F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on December 27, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction. F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.06, inclusive. The Reporting Person undertakes to provide to Carriage, any security holder of Carriage, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| April 28, 2025 Filed Apr 29, 2025 22:21 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 2,179 | $40.02 | $87,203.58 |
DisclosureSEC source: 0001016281-25-000069 · wk-form4_1745965270.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 107,898 F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on December 27, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.07, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| April 23, 2025 Filed Apr 26, 2025 00:24 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 1,363 | $40.12 | $54,683.56 |
DisclosureSEC source: 0001016281-25-000061 · wk-form4_1745627035.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 110,077 F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on December 27, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.34, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 07, 2025 Filed Apr 26, 2025 00:24 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantPerformance Award · Derivative | 20,731 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001016281-25-000061 · wk-form4_1745627035.xml · derivative · entry 2 Quezada Carlos R. · CIK 0001816945 · CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,731 Underlying: Common Stock · 20,731 shares Expires 2028-03-31 F3 · derivative.exercise_price: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date. F4 · date: This transaction is being reported late due to an administrative oversight. F3 · price: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date. F3 · derivative.exercise_date: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date. Read SEC document |
| February 22, 2025 Filed Feb 25, 2025 23:39 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 1,908 | $40.75 | $77,751.00 |
DisclosureSEC source: 0001016281-25-000037 · wk-form4_1740526750.xml · nonDerivative · entry 2 Quezada Carlos R. · CIK 0001816945 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,868 F2 · price: Represents shares withheld by the Issuer on February 22, 2025 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 23:39 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 4,285 | $40.75 | $174,613.75 |
DisclosureSEC source: 0001016281-25-000037 · wk-form4_1740526750.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,776 F1 · price: Represents shares withheld by the Issuer on February 21, 2025 to cover taxes associated with the vesting of shares of restricted stock granted on February 21, 2024. Read SEC document |
| February 19, 2025 Filed Feb 22, 2025 02:31 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionPerformance Award · Derivative | 56,190 | $39.85 | $2,239,171.50 |
DisclosureSEC source: 0001016281-25-000022 · wk-form4_1740191470.xml · derivative · entry 4 Quezada Carlos R. · CIK 0001816945 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 56,190 shares Expires 2024-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Represents performance awards, payable in shares, granted on June 25, 2020 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan. These awards vested on December 31, 2024 and were issued on February 19, 2025. F3 · derivative.exercise_date: Represents performance awards, payable in shares, granted on June 25, 2020 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan. These awards vested on December 31, 2024 and were issued on February 19, 2025. Read SEC document |
| February 19, 2025 Filed Feb 22, 2025 02:31 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 18,448 | $39.85 | $735,152.80 |
DisclosureSEC source: 0001016281-25-000022 · wk-form4_1740191470.xml · nonDerivative · entry 3 Quezada Carlos R. · CIK 0001816945 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,061 F2 · shares: Represents shares withheld by the Issuer on February 19, 2025 to cover taxes associated with the vesting of performance awards shares which were granted on June 25, 2020, vested on December 31, 2024, and issued on February 19, 2025, in accordance with the terms of the award. Read SEC document |
| February 19, 2025 Filed Feb 22, 2025 02:31 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 56,190 | $39.85 | $2,239,171.50 |
DisclosureSEC source: 0001016281-25-000022 · wk-form4_1740191470.xml · nonDerivative · entry 2 Quezada Carlos R. · CIK 0001816945 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,509 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 19, 2025 Filed Feb 22, 2025 02:31 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 19,258 | $41.54 | $799,977.32 |
DisclosureSEC source: 0001016281-25-000022 · wk-form4_1740191470.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,319 F1 · shares: Restricted Stock grant pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/19/2026. Read SEC document |
| August 06, 2024 Filed Aug 7, 2024 23:39 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 2,000 | $29.44 | $58,880.00 |
DisclosureSEC source: 0001016281-24-000134 · wk-form4_1723073940.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,061 Read SEC document |
| February 22, 2024 Filed Feb 24, 2024 02:16 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 1,666 | $25.58 | $42,616.28 |
DisclosureSEC source: 0001016281-24-000025 · wk-form4_1708740967.xml · nonDerivative · entry 2 Quezada Carlos R. · CIK 0001816945 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,062 F2 · shares: Represents shares withheld on February 22, 2024 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023. Read SEC document |
| February 21, 2024 Filed Feb 24, 2024 02:16 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 77,370 | Not disclosed Strike: $24.48 | Not disclosed |
DisclosureSEC source: 0001016281-24-000025 · wk-form4_1708740967.xml · derivative · entry 3 Quezada Carlos R. · CIK 0001816945 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,370 Underlying: Common Stock · 77,370 shares Expires 2034-02-21 F3 · price: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025 F3 · derivative.exercise_date: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025 Read SEC document |
| February 21, 2024 Filed Feb 24, 2024 02:16 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 32,670 | $24.48 | $799,761.60 |
DisclosureSEC source: 0001016281-24-000025 · wk-form4_1708740967.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,728 F1 · shares: Restricted Stock grant pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 22:17 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 31,500 | Not disclosed Strike: $32.69 | Not disclosed |
DisclosureSEC source: 0001016281-23-000037 · wf-form4_167727705813704.xml · derivative · entry 2 Quezada Carlos R. · CIK 0001816945 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,500 Underlying: Common Stock · 31,500 shares Expires 2033-02-23 F2 · price: Stock Options granted on 2/22/2023 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024. F2 · derivative.exercise_date: Stock Options granted on 2/22/2023 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 22:17 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 14,550 | $32.69 | $475,639.50 |
DisclosureSEC source: 0001016281-23-000037 · wf-form4_167727705813704.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,184 F1 · shares: Restricted Stock grant pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024. Read SEC document |
| December 15, 2022 Filed Dec 15, 2022 21:20 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 2,000 | $25.14 | $50,280.00 |
DisclosureSEC source: 0001016281-22-000126 · wf-form4_167113923983791.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,634 F1 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $25.10 to $25.26, inclusive. The reporting person undertakes to provide to Carriage Services, Inc. any security holder of Carriage Services. Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| August 04, 2022 Filed Aug 4, 2022 22:44 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,500 | $36.33 | $54,495.00 |
DisclosureSEC source: 0001016281-22-000093 · wf-form4_165965303025070.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,634 F1 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $36.23 to $36.37, inclusive. The reporting person undertakes to provide to Carriage Services, Inc. any security holder of Carriage Services. Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 20, 2022 Filed May 23, 2022 20:17 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,500 | $37.93 | $56,895.00 |
DisclosureSEC source: 0001016281-22-000074 · wf-form4_165333703244482.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,967 F1 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $37.88 to $37.95, inclusive. The reporting person undertakes to provide to Carriage Services, Inc. any security holder of Carriage Services. Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 22:52 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 50,000 | Not disclosed Strike: $49.48 | Not disclosed |
DisclosureSEC source: 0001016281-22-000040 · wf-form4_164582951492664.xml · derivative · entry 2 Quezada Carlos R. · CIK 0001816945 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2032-02-23 F1 · price: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal increments each year over the next seven years. These options expire on 2/23/2032. F1 · derivative.exercise_date: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal increments each year over the next seven years. These options expire on 2/23/2032. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:19 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 6,667 | $18.02 Strike: $18.02 | $120,139.34 |
DisclosureSEC source: 0001016281-21-000178 · wf-form4_163070033491755.xml · derivative · entry 4 Quezada Carlos R. · CIK 0001816945 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,333 Underlying: Common Stock · 6,667 shares Expires 2030-06-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Stock Options granted pursuant to the Carriage Services, Inc. 2017 Omnibus Plan of which 1/3 vested on 6/25/2021 and 1/3 will vest each year on 6/25/2022 and 6/25/2023. 6,667 options were exercised on 9/1/2021. The options expire on 6/25/2030. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:19 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 4,010 | $47.45 | $190,274.50 |
DisclosureSEC source: 0001016281-21-000178 · wf-form4_163070033491755.xml · nonDerivative · entry 3 Quezada Carlos R. · CIK 0001816945 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,699 F2 · shares: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.44 to $47.53, inclusive. The reporting person undertakes to provide to Carriage Services, Inc. any security holder of Carriage Services. Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:19 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 2,657 | $47.20 | $125,410.40 |
DisclosureSEC source: 0001016281-21-000178 · wf-form4_163070033491755.xml · nonDerivative · entry 2 Quezada Carlos R. · CIK 0001816945 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,709 F1 · shares: Represents shares withheld on 9/1/2021 to cover the option price and taxes associated with the exercise of stock options. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:19 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 6,667 | $18.02 | $120,139.34 |
DisclosureSEC source: 0001016281-21-000178 · wf-form4_163070033491755.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,366 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 18, 2021 Filed Jun 21, 2021 20:37 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,000 | $36.97 | $36,970.00 |
DisclosureSEC source: 0001016281-21-000132 · wf-form4_162430782973832.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,699 Read SEC document |
| June 03, 2021 Filed Jun 3, 2021 23:11 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,000 | $37.47 | $37,470.00 |
DisclosureSEC source: 0001016281-21-000124 · wf-form4_162276186412164.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,699 Read SEC document |
| May 19, 2021 Filed May 19, 2021 23:06 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,000 | $37.07 | $37,070.00 |
DisclosureSEC source: 0001016281-21-000116 · wf-form4_162146555922589.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · VP of Cemetery Sales/Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,699 Read SEC document |
| February 24, 2021 Filed Mar 3, 2021 02:04 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 750 | $33.71 | $25,282.50 |
DisclosureSEC source: 0001016281-21-000073 · wf-form4_161473702379943.xml · nonDerivative · entry 1 Quezada Carlos R. · CIK 0001816945 · VP of Cemetery Sales/Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,425 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:31 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 50,000 | Not disclosed Strike: $34.79 | Not disclosed |
DisclosureSEC source: 0001016281-21-000055 · wf-form4_161377025522395.xml · derivative · entry 2 Quezada Carlos R. · CIK 0001816945 · VP of Cemetery Sales/Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2031-02-17 F1 · price: Stock Options granted on 2/17/2021 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal 20% increments each year over the next five years. The options expire on 2/17/2031. F1 · derivative.exercise_date: Stock Options granted on 2/17/2021 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal 20% increments each year over the next five years. The options expire on 2/17/2031. 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.