Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIAGE SERVICES INCCSV · Entity 5426 | Sr. VP & Regional Partner | February 21, 2025 | February 25, 2025 |
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 21, 2025 · Filed February 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 113,843 |
Ending reported balance
After 2025-02-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-21 · Tax withholding · Disposed 1,558 · Balance 114,897 F1: 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. Row 2 · 2025-02-22 · Tax withholding · Disposed 1,054 · Balance 113,843 F2: 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. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $24.48 · Expires 2034-02-21 | Direct | 26,100 |
Reported balance
Holding disclosure · report date 2025-02-21 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 26,100 F3: 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. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $32.69 · Expires 2033-02-22 | Direct | 16,200 |
Reported balance
Holding disclosure · report date 2025-02-21 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 16,200 F4: 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. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $49.48 · Expires 2032-02-23 | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2025-02-21 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 25,000 F5: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over seven years beginning 2/23/2023. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $34.79 · Expires 2031-02-17 | Direct | 50,000 |
Reported balance
Holding disclosure · report date 2025-02-21 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 50,000 F6: Stock Options granted on 2/17/2021 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over five years beginning on 2/14/2022. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $25.43 · Expires 2028-02-14 | Direct | 2,422 |
Reported balance
Holding disclosure · report date 2025-02-21 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 2,422 F7: Stock Options granted on 2/14/2018 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over five years beginning on 2/14/2019. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $26.54 · Expires 2027-03-21 | Direct | 28,600 |
Reported balance
Holding disclosure · report date 2025-02-21 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 28,600 F8: Stock Options granted on 3/21/2017 pursuant to the Carriage Services, Inc. Second Amended and Restated 2006 Long-Term Incentive Plan which vested in equal increments each each over five years beginning 3/21/2018. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
F3: 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.
F4: 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.
F5: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over seven years beginning 2/23/2023.
F6: Stock Options granted on 2/17/2021 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over five years beginning on 2/14/2022.
F7: Stock Options granted on 2/14/2018 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over five years beginning on 2/14/2019.
F8: Stock Options granted on 3/21/2017 pursuant to the Carriage Services, Inc. Second Amended and Restated 2006 Long-Term Incentive Plan which vested in equal increments each each over five years beginning 3/21/2018.
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 22, 2025 Filed Feb 25, 2025 23:34 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 1,054 | $40.75 | $42,950.50 |
DisclosureSEC source: 0001016281-25-000031 · wk-form4_1740526488.xml · nonDerivative · entry 2 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,843 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 23:34 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 1,558 | $40.75 | $63,488.50 |
DisclosureSEC source: 0001016281-25-000031 · wk-form4_1740526488.xml · nonDerivative · entry 1 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,897 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 02:55 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionPerformance Award · Derivative | 32,778 | $39.85 | $1,306,203.30 |
DisclosureSEC source: 0001016281-25-000026 · wk-form4_1740192912.xml · derivative · entry 4 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,778 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 May 19, 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 May 19, 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 02:55 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 14,052 | $39.85 | $559,972.20 |
DisclosureSEC source: 0001016281-25-000026 · wk-form4_1740192912.xml · nonDerivative · entry 3 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,455 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 May 19, 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 02:55 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 32,778 | $39.85 | $1,306,203.30 |
DisclosureSEC source: 0001016281-25-000026 · wk-form4_1740192912.xml · nonDerivative · entry 2 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,461 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 02:55 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 6,680 | $41.54 | $277,487.20 |
DisclosureSEC source: 0001016281-25-000026 · wk-form4_1740192912.xml · nonDerivative · entry 1 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,683 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 |
| November 25, 2024 Filed Nov 27, 2024 21:26 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 900 | $0.00 Strike: $25.43 | $0.00 |
DisclosureSEC source: 0001016281-24-000180 · wk-form4_1732742795.xml · derivative · entry 4 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,422 Underlying: Common Stock · 900 shares Expires 2028-02-14 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. F2 · derivative.exercise_date: Stock Options granted on 2/14/2018 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which vested in equal increments each year over five years beginning 2/14/2019. 900 options were exercised on 11/25/2024. These options expire on 2/14/2028. Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 21:26 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 7,020 | $0.00 Strike: $20.06 | $0.00 |
DisclosureSEC source: 0001016281-24-000180 · wk-form4_1732742795.xml · derivative · entry 3 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,020 shares Expires 2026-02-23 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. F1 · derivative.exercise_date: Stock Options granted on 2/23/2016 pursuant to the Carriage Services, Inc. Second Amended and Restated 2006 Long-Term Incentive Plan which vested in equal increments each year over five years beginning 2/23/2017. 7,020 options were exercised on 11/25/2024. These options expire on 2/23/2026. Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 21:26 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 900 | $25.43 | $22,887.00 |
DisclosureSEC source: 0001016281-24-000180 · wk-form4_1732742795.xml · nonDerivative · entry 2 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,003 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 |
| November 25, 2024 Filed Nov 27, 2024 21:26 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 7,020 | $20.06 | $140,821.20 |
DisclosureSEC source: 0001016281-24-000180 · wk-form4_1732742795.xml · nonDerivative · entry 1 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,103 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 |
| November 21, 2024 Filed Nov 25, 2024 21:50 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 13,288 | $0.00 Strike: $25.43 | $0.00 |
DisclosureSEC source: 0001016281-24-000178 · wk-form4_1732571401.xml · derivative · entry 8 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,322 Underlying: Common Stock · 13,288 shares Expires 2028-02-14 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. F5 · derivative.exercise_date: Stock Options granted on 2/14/2018 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which vested in equal increments each year over five years beginning 2/14/2019. 13,288 options were exercised on 11/21/2024. These options expire on 2/14/2028. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 21:50 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 10,000 | $0.00 Strike: $26.54 | $0.00 |
DisclosureSEC source: 0001016281-24-000178 · wk-form4_1732571401.xml · derivative · entry 7 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,600 Underlying: Common Stock · 10,000 shares Expires 2027-03-21 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. F4 · derivative.exercise_date: Stock Options granted on 3/21/2017 pursuant to the Carriage Services, Inc. Second Amended and Restated 2006 Long-Term Incentive Plan which vested in equal increments each year over five years beginning 3/21/2018. 10,000 options were exercised on 11/21/2024. These options expire on 3/21/2027. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 21:50 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 2,680 | $0.00 Strike: $20.06 | $0.00 |
DisclosureSEC source: 0001016281-24-000178 · wk-form4_1732571401.xml · derivative · entry 6 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,020 Underlying: Common Stock · 2,680 shares Expires 2026-02-23 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 on 2/23/2016 pursuant to the Carriage Services, Inc. Second Amended and Restated 2006 Long-Term Incentive Plan which vested in equal increments each year over five years beginning 2/23/2017. 2,680 options were exercised on 11/21/2024. These options expire on 2/23/2026. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 21:50 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 5,028 | $38.96 | $195,890.88 |
DisclosureSEC source: 0001016281-24-000178 · wk-form4_1732571401.xml · nonDerivative · entry 5 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,083 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.91 to $39.01 per share. The reporting person undertakes to provide 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. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 21:50 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 20,782 | $38.82 | $806,757.24 |
DisclosureSEC source: 0001016281-24-000178 · wk-form4_1732571401.xml · nonDerivative · entry 4 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,111 F1 · shares: Represents shares withheld on 11/21/2024 to cover the option price and taxes associated with the exercise of stock options. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 21:50 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 13,288 | $25.43 | $337,913.84 |
DisclosureSEC source: 0001016281-24-000178 · wk-form4_1732571401.xml · nonDerivative · entry 3 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,893 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 |
| November 21, 2024 Filed Nov 25, 2024 21:50 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 10,000 | $26.54 | $265,400.00 |
DisclosureSEC source: 0001016281-24-000178 · wk-form4_1732571401.xml · nonDerivative · entry 2 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,605 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 |
| November 21, 2024 Filed Nov 25, 2024 21:50 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 2,680 | $20.06 | $53,760.80 |
DisclosureSEC source: 0001016281-24-000178 · wk-form4_1732571401.xml · nonDerivative · entry 1 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,605 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 |
| August 13, 2024 Filed Aug 13, 2024 21:20 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 7,815 | $30.04 | $234,762.60 |
DisclosureSEC source: 0001016281-24-000147 · wk-form4_1723584018.xml · nonDerivative · entry 3 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,885 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.64 to $30.20 per share. The reporting person undertakes to provide 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. Read SEC document |
| August 12, 2024 Filed Aug 13, 2024 21:20 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 7,101 | $30.00 | $213,030.00 |
DisclosureSEC source: 0001016281-24-000147 · wk-form4_1723584018.xml · nonDerivative · entry 2 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,700 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.86 to $30.19 per share. The reporting person undertakes to provide 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. Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 21:20 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 5,000 | $29.73 | $148,650.00 |
DisclosureSEC source: 0001016281-24-000147 · wk-form4_1723584018.xml · nonDerivative · entry 1 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,801 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.53 to $29.92 per share. The reporting person undertakes to provide 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. Read SEC document |
| May 09, 2024 Filed May 10, 2024 20:15 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 10,593 | $26.11 | $276,583.23 |
DisclosureSEC source: 0001016281-24-000100 · wk-form4_1715372112.xml · nonDerivative · entry 2 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,755 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.61 to $26.38 per share. The reporting person undertakes to provide 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. Read SEC document |
| May 08, 2024 Filed May 10, 2024 20:15 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 10,593 | $25.57 | $270,863.01 |
DisclosureSEC source: 0001016281-24-000100 · wk-form4_1715372112.xml · nonDerivative · entry 1 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,348 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.53 to $25.80 per share. The reporting person undertakes to provide 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. Read SEC document |
| February 22, 2024 Filed Feb 24, 2024 02:13 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 855 | $25.58 | $21,870.90 |
DisclosureSEC source: 0001016281-24-000021 · wk-form4_1708740784.xml · nonDerivative · entry 2 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,902 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 02:13 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 26,100 | Not disclosed Strike: $24.48 | Not disclosed |
DisclosureSEC source: 0001016281-24-000021 · wk-form4_1708740784.xml · derivative · entry 3 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,100 Underlying: Common Stock · 26,100 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 02:13 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 11,040 | $24.48 | $270,259.20 |
DisclosureSEC source: 0001016281-24-000021 · wk-form4_1708740784.xml · nonDerivative · entry 1 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,757 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 22:14 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 16,200 | Not disclosed Strike: $32.69 | Not disclosed |
DisclosureSEC source: 0001016281-23-000033 · wf-form4_167727683386265.xml · derivative · entry 2 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,200 Underlying: Common Stock · 16,200 shares Expires 2033-02-22 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 22:14 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 7,470 | $32.69 | $244,194.30 |
DisclosureSEC source: 0001016281-23-000033 · wf-form4_167727683386265.xml · nonDerivative · entry 1 Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,565 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 |
| August 05, 2022 Filed Aug 5, 2022 22:26 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,150 | $34.32 | $39,462.25 |
DisclosureSEC source: 0001016281-22-000095 · wf-form4_165973835092419.xml · nonDerivative · entry 1 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,019 Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 23:00 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 3,000 | $0.00 Strike: $20.06 | $0.00 |
DisclosureSEC source: 0001016281-22-000048 · wf-form4_164686679293672.xml · derivative · entry 6 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,700 Underlying: Common Stock · 3,000 shares Expires 2026-02-23 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. F2 · derivative.exercise_date: Stock Options granted pursuant to the Carriage Services, Inc. Second Amended and Restated 2006 Long-Term Incentive Plan which vested 1/5 on 2/23/2017, 2/23/2018, 2/23/2019, 2/23/2020 and 2/23/2021. 7,000 options were exercised on 3/7/2022. These stock options expire on 2/23/2026. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 23:00 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 4,000 | $0.00 Strike: $20.06 | $0.00 |
DisclosureSEC source: 0001016281-22-000048 · wf-form4_164686679293672.xml · derivative · entry 5 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,700 Underlying: Common Stock · 4,000 shares Expires 2026-02-23 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. F2 · derivative.exercise_date: Stock Options granted pursuant to the Carriage Services, Inc. Second Amended and Restated 2006 Long-Term Incentive Plan which vested 1/5 on 2/23/2017, 2/23/2018, 2/23/2019, 2/23/2020 and 2/23/2021. 7,000 options were exercised on 3/7/2022. These stock options expire on 2/23/2026. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 23:00 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 3,000 | $20.06 | $60,180.00 |
DisclosureSEC source: 0001016281-22-000048 · wf-form4_164686679293672.xml · nonDerivative · entry 4 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,828 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 |
| March 07, 2022 Filed Mar 9, 2022 23:00 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 1,201 | $51.16 | $61,443.16 |
DisclosureSEC source: 0001016281-22-000048 · wf-form4_164686679293672.xml · nonDerivative · entry 3 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,828 Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 23:00 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 2,760 | $51.16 | $141,201.60 |
DisclosureSEC source: 0001016281-22-000048 · wf-form4_164686679293672.xml · nonDerivative · entry 2 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,029 F1 · shares: Represents shares withheld on 3/7/2022 to cover the option price and taxes associated with the exercise of stock options. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 23:00 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 4,000 | $20.06 | $80,240.00 |
DisclosureSEC source: 0001016281-22-000048 · wf-form4_164686679293672.xml · nonDerivative · entry 1 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,789 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 23, 2022 Filed Feb 25, 2022 22:49 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 25,000 | Not disclosed Strike: $49.48 | Not disclosed |
DisclosureSEC source: 0001016281-22-000036 · wf-form4_164582936509045.xml · derivative · entry 2 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 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 |
| June 28, 2021 Filed Jun 30, 2021 20:28 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 2,500 | $36.54 | $91,350.00 |
DisclosureSEC source: 0001016281-21-000136 · wf-form4_162508486851489.xml · nonDerivative · entry 1 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,557 Read SEC document |
| June 23, 2021 Filed Jun 24, 2021 20:34 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 35,000 | $22.58 Strike: $22.58 | $790,300.00 |
DisclosureSEC source: 0001016281-21-000134 · wf-form4_162456684634546.xml · derivative · entry 6 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,000 shares Expires 2022-02-24 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. F2 · derivative.exercise_date: Stock Option grant pursuant to the Carriage Services, Inc. Amended and Restated 2006 Long-Term Incentive Plan which vested 1/3 on 2/24/2016, 1/3 on 2/24/2017 and 1/3 on 2/24/2018. 35,000 options were exercised on 6/23/2021. These stock options expire on 02/24/2022. Read SEC document |
| June 23, 2021 Filed Jun 24, 2021 20:34 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 22,674 | $5.94 Strike: $5.94 | $134,683.56 |
DisclosureSEC source: 0001016281-21-000134 · wf-form4_162456684634546.xml · derivative · entry 5 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,674 shares Expires 2022-03-05 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. F1 · derivative.exercise_date: Stock Options grant pursuant to the Carriage Services, Inc. Amended and Restated 2006 Long-Term Incentive Plan which vested 1/3 on 03/05/2013, 1/3 on 03/05/2014 and 1/3 on 03/05/2015. 22,674 options were exercised on 6/23/2021. These stock options expire on 03/05/2022. Read SEC document |
| June 23, 2021 Filed Jun 24, 2021 20:34 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 30,572 | $36.48 | $1,115,266.56 |
DisclosureSEC source: 0001016281-21-000134 · wf-form4_162456684634546.xml · nonDerivative · entry 4 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,057 Read SEC document |
| June 23, 2021 Filed Jun 24, 2021 20:34 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 35,000 | $22.58 | $790,300.00 |
DisclosureSEC source: 0001016281-21-000134 · wf-form4_162456684634546.xml · nonDerivative · entry 3 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,629 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 23, 2021 Filed Jun 24, 2021 20:34 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 1,626 | $36.48 | $59,316.48 |
DisclosureSEC source: 0001016281-21-000134 · wf-form4_162456684634546.xml · nonDerivative · entry 2 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,629 Read SEC document |
| June 23, 2021 Filed Jun 24, 2021 20:34 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 22,674 | $5.94 | $134,683.56 |
DisclosureSEC source: 0001016281-21-000134 · wf-form4_162456684634546.xml · nonDerivative · entry 1 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,255 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 |
| March 18, 2021 Filed Mar 18, 2021 22:00 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,000 | $36.20 | $36,200.00 |
DisclosureSEC source: 0001016281-21-000086 · wf-form4_161610480423077.xml · nonDerivative · entry 1 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,553 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:32 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 50,000 | Not disclosed Strike: $34.79 | Not disclosed |
DisclosureSEC source: 0001016281-21-000056 · wf-form4_161377029375293.xml · derivative · entry 2 Phillips Shawn R · CIK 0001427418 · Senior Vice President 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. These 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. These options expire on 2/17/2031. Read SEC document |
| February 14, 2021 Filed Feb 18, 2021 02:18 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 701 | $36.58 | $25,642.58 |
DisclosureSEC source: 0001016281-21-000033 · wf-form4_161361465000211.xml · nonDerivative · entry 1 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,553 F1 · shares: Represents shares withheld on February 14, 2021 to cover taxes associated with the vesting of shares of restricted stock granted on February 14, 2018. Read SEC document |
| December 11, 2020 Filed Dec 14, 2020 21:34 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 500 | $31.00 | $15,500.00 |
DisclosureSEC source: 0001016281-20-000198 · wf-form4_160798162398149.xml · nonDerivative · entry 1 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,213 Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 20:13 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 17,913 | $0.00 Strike: $5.70 | $0.00 |
DisclosureSEC source: 0001016281-20-000160 · wf-form4_159717682596475.xml · derivative · entry 3 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,913 shares Expires 2021-02-28 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. F2 · derivative.exercise_date: Stock Options grant pursuant to the Carriage Services, Inc. Amended and Restated 2006 Long-Term Incentive Plan which vested 1/3 on 02/28/2012, 1/3 on 02/28/2013 and 1/3 on 02/28/2014. 17,913 shares were exercised on 8/7/2020. These stock options expire on 02/28/2021. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 20:13 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 5,759 | $23.07 | $132,860.13 |
DisclosureSEC source: 0001016281-20-000160 · wf-form4_159717682596475.xml · nonDerivative · entry 2 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,674 F1 · shares: Represents shares withheld on 08/07/2020 to cover the option price and the tax liability associated with the exercise of stock options granted on 02/28/2011 Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 20:13 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 17,913 | $5.70 | $102,104.10 |
DisclosureSEC source: 0001016281-20-000160 · wf-form4_159717682596475.xml · nonDerivative · entry 1 Phillips Shawn R · CIK 0001427418 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,433 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.