Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIAGE SERVICES INCCSV · Entity 5426 | Chief Operating Officer | May 19, 2020 | May 26, 2020 |
| Vestis CorpVSTS · Entity 1759 | Director | February 18, 2026 | February 20, 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 May 19, 2020 · Filed May 26, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance AwardSEC Table II · derivative / convertible security · Expires 2024-12-31 | Direct | 33,538 |
Reported balance
After 2020-05-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-05-19 · Grant · Acquired 33,538 · Balance 33,538 F1: 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. |
| Performance AwardSEC Table II · derivative / convertible security · Expires 2024-12-31 | Direct | 0 |
Reported balance
After 2020-05-19 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-05-19 · Disposition to issuer · Disposed 20,000 · Balance 0 F2: 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. |
| Performance AwardSEC Table II · derivative / convertible security · Expires 2023-12-31 | Direct | 0 |
Reported balance
After 2020-05-19 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-05-19 · Disposition to issuer · Disposed 35,000 · Balance 0 F3: Represents performance awards originally granted on December 2, 2019 and canceled by mutual agreement of the reporting person and the Issuer on May 19, 2020. |
| Common StockSEC Table I · non-derivative | Direct | 15,539 |
Reported balance
Holding disclosure · report date 2020-05-19 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 15,539 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $24.35 · Expires 2029-12-02 | Direct | 100,000 |
Reported balance
Holding disclosure · report date 2020-05-19 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 100,000 F4: Stock Options granted on 12/2/2019 pursuant to the Carriage Services, Inc. 2017 Omnibus Plan will vest 1/5 each year on 12/2/2020, 12/2/2021, 12/2/2022, 12/2/2023, and 12/2/2024. The options will expire on12/2/2029 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
F3: Represents performance awards originally granted on December 2, 2019 and canceled by mutual agreement of the reporting person and the Issuer on May 19, 2020.
F4: Stock Options granted on 12/2/2019 pursuant to the Carriage Services, Inc. 2017 Omnibus Plan will vest 1/5 each year on 12/2/2020, 12/2/2021, 12/2/2022, 12/2/2023, and 12/2/2024. The options will expire on12/2/2029
Vestis Corp
Report date February 18, 2026 · Filed February 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 64,088 |
Reported balance
After 2026-02-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-18 · Grant · Acquired 18,253 · Balance 64,088 F1: Represents restricted stock units, which vest on the earlier of: (1) the first anniversary of the grant date, or (2) the day prior to the Issuer's next annual general meeting of stockholders to occur after the grant date, subject to the Reporting Person's continued service on the Issuer's board of directors through such date. F2: Includes an additional 0.006 shares due to rounding upon settlement of vested awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units, which vest on the earlier of: (1) the first anniversary of the grant date, or (2) the day prior to the Issuer's next annual general meeting of stockholders to occur after the grant date, subject to the Reporting Person's continued service on the Issuer's board of directors through such date.
F2: Includes an additional 0.006 shares due to rounding upon settlement of vested awards.
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 18, 2026 Filed Feb 20, 2026 22:13 UTC | Vestis Corp VSTS · Entity 1759 | GrantCommon Stock, par value $0.01 per share | 18,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-018899 · marketforms-72263.xml · nonDerivative · entry 1 Goetz William · CIK 0001796285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,088 F1 · shares: Represents restricted stock units, which vest on the earlier of: (1) the first anniversary of the grant date, or (2) the day prior to the Issuer's next annual general meeting of stockholders to occur after the grant date, subject to the Reporting Person's continued service on the Issuer's board of directors through such date. F2 · balance_after: Includes an additional 0.006 shares due to rounding upon settlement of vested awards. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:36 UTC | Vestis Corp VSTS · Entity 1759 | GrantCommon Stock, par value $0.01 per share | 15,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-001824 · marketforms-71762.xml · nonDerivative · entry 1 Goetz William · CIK 0001796285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,834.994 F1 · shares: Represents restricted stock units received in lieu of cash retainer, which vest in four equal annual installments on April 2, 2026, July 2, 2026, October 2, 2026 and January 2, 2027. Read SEC document |
| December 08, 2025 Filed Dec 9, 2025 22:19 UTC | Vestis Corp VSTS · Entity 1759 | PurchaseCommon Stock, par value $0.01 per share | 6,746 | $7.42 | $50,081.63 |
DisclosureSEC source: 0001213900-25-119738 · marketforms-71492.xml · nonDerivative · entry 1 Goetz William · CIK 0001796285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,876.994 F1 · price: The price reported in this column represents the weighted average price. These shares were purchased in multiple transactions at prices ranging from $7.405 to $7.4299, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote. Read SEC document |
| May 09, 2025 Filed May 12, 2025 21:02 UTC | Vestis Corp VSTS · Entity 1759 | PurchaseCommon Stock, par value $0.01 per share | 7,500 | $6.61 | $49,574.25 |
DisclosureSEC source: 0001213900-25-042092 · marketforms-69439.xml · nonDerivative · entry 1 Goetz William · CIK 0001796285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,130.994 Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 21:50 UTC | Vestis Corp VSTS · Entity 1759 | GrantCommon Stock, par value $0.01 per share | 27.994 | $0.00 | $0.00 |
DisclosureSEC source: 0001013762-25-000752 · marketforms-68804.xml · nonDerivative · entry 1 Goetz William · CIK 0001796285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,630.994 F1 · shares: Represents accrual of additional deferred stock units and restricted stock units in connection with the Issuer's quarterly dividend on previously awarded deferred stock units and restricted stock units. The additional units vest and settle on the same schedules as the underlying awards to which they relate. Read SEC document |
| January 28, 2025 Filed Jan 30, 2025 22:03 UTC | Vestis Corp VSTS · Entity 1759 | GrantCommon Stock, par value $0.01 per share | 8,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-008432 · marketforms-67946.xml · nonDerivative · entry 1 Goetz William · CIK 0001796285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,603 F1 · shares: Represents restricted stock units, which vest on the earlier of: (1) the first anniversary of the grant date, or (2) the day prior to the Issuer's next annual general meeting of stockholders to occur after the grant date, subject to the Reporting Person's continued service on the Issuer's board of directors through such date. F2 · balance_after: Includes an additional 0.765 shares due to rounding upon settlement of vested awards. Read SEC document |
| January 06, 2025 Filed Jan 8, 2025 23:32 UTC | Vestis Corp VSTS · Entity 1759 | GrantCommon Stock, par value $0.01 per share | 11.958 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-002182 · marketforms-67807.xml · nonDerivative · entry 1 Goetz William · CIK 0001796285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,868.235 F1 · shares: Represents accrual of additional deferred stock units and restricted stock units in connection with the Issuer's quarterly dividend on previously awarded deferred stock units and restricted stock units. The additional units vest and settle on the same schedules as the underlying awards to which they relate. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 21:05 UTC | Vestis Corp VSTS · Entity 1759 | GrantCommon Stock, par value $0.01 per share | 13.277 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-085955 · marketforms-67131.xml · nonDerivative · entry 1 Goetz William · CIK 0001796285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,856.277 F1 · shares: Represents accrual of additional restricted stock units in connection with the Issuer's quarterly dividend on previously awarded restricted stock units. The additional units vest and settle on the same schedules as the underlying awards to which they relate. Read SEC document |
| August 03, 2024 Filed Aug 5, 2024 20:17 UTC | Vestis Corp VSTS · Entity 1759 | GrantCommon Stock, par value $0.01 per share | 5,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-065193 · marketforms-66723.xml · nonDerivative · entry 1 Goetz William · CIK 0001796285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,843 F1 · shares: Represents restricted stock units, which vest on the earlier of: (1) the day prior to the Issuer's next annual general meeting of stockholders to occur after the grant date, or (2) February 16, 2025, subject to the Reporting Person's continued service on the Issuer's board of directors through such date. Read SEC document |
| May 19, 2020 Filed May 26, 2020 23:46 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Disposition to issuerPerformance Award · Derivative | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-20-000118 · wf-form4_159053678365840.xml · derivative · entry 4 Goetz William · CIK 0001796285 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,000 shares Expires 2023-12-31 F3 · derivative.exercise_price: Represents performance awards originally granted on December 2, 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 December 2, 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 23:46 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Disposition to issuerPerformance Award · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-20-000118 · wf-form4_159053678365840.xml · derivative · entry 3 Goetz William · CIK 0001796285 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 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 23:46 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantPerformance Award · Derivative | 33,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-20-000118 · wf-form4_159053678365840.xml · derivative · entry 2 Goetz William · CIK 0001796285 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,538 Underlying: Common Stock · 33,538 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 05, 2020 Filed Mar 6, 2020 23:28 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 5,000 | $20.50 | $102,500.00 |
DisclosureSEC source: 0001016281-20-000060 · wf-form4_158353731858114.xml · nonDerivative · entry 1 Goetz William · CIK 0001796285 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Read SEC document |
| December 11, 2019 Filed Dec 12, 2019 22:03 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 10,000 | $27.48 | $274,800.00 |
DisclosureSEC source: 0001016281-19-000125 · wf-form4_157618817973732.xml · nonDerivative · entry 1 Goetz William · CIK 0001796285 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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.