Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIAGE SERVICES INCCSV · Entity 5426 | Sr. VP and 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 | 61,718 |
Ending reported balance
After 2025-02-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-21 · Tax withholding · Disposed 1,448 · Balance 62,697 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 979 · Balance 61,718 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. |
| Common StockSEC Table I · non-derivative | IndirectJoint with spouse | 6,029 |
Reported balance
Holding disclosure · report date 2025-02-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,029 |
| 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 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 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 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 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 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 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 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 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 2/17/2022. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $25.43 · Expires 2028-02-14 | Direct | 16,610 |
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 16,610 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 2/14/2019. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $26.54 · Expires 2027-03-21 | Direct | 38,600 |
Reported balance
Holding disclosure · report date 2025-02-21 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 38,600 F8: Stock Options granted on 3/21/2017 pursuant to the Carriage Services, Inc. Second Amended and Restated 2006 Long-Term Incentive Plan which will vested in equal increments each year 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 2/17/2022.
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 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 will vested in equal increments each year 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 23:36 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 979 | $40.75 | $39,894.25 |
DisclosureSEC source: 0001016281-25-000033 · wk-form4_1740526561.xml · nonDerivative · entry 2 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,718 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 23:36 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 1,448 | $40.75 | $59,006.00 |
DisclosureSEC source: 0001016281-25-000033 · wk-form4_1740526561.xml · nonDerivative · entry 1 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,697 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 02:46 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionPerformance Award · Derivative | 32,778 | $39.85 | $1,306,203.30 |
DisclosureSEC source: 0001016281-25-000025 · wk-form4_1740192392.xml · derivative · entry 5 Elliott Paul Donald · CIK 0001557459 · Sr. VP and 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 02:46 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 9,307 | $39.85 | $370,883.95 |
DisclosureSEC source: 0001016281-25-000025 · wk-form4_1740192392.xml · nonDerivative · entry 3 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,145 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 02:46 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 32,778 | $39.85 | $1,306,203.30 |
DisclosureSEC source: 0001016281-25-000025 · wk-form4_1740192392.xml · nonDerivative · entry 2 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,443 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 02:46 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 6,499 | $41.54 | $269,968.46 |
DisclosureSEC source: 0001016281-25-000025 · wk-form4_1740192392.xml · nonDerivative · entry 1 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,665 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 05, 2024 Filed Nov 6, 2024 22:24 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 5,000 | $37.78 | $188,900.00 |
DisclosureSEC source: 0001016281-24-000175 · wk-form4_1730931884.xml · nonDerivative · entry 1 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,166 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.77 to $37.82, 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 20, 2024 Filed Mar 21, 2024 21:10 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 6,500 | $25.87 | $168,155.00 |
DisclosureSEC source: 0001016281-24-000060 · wk-form4_1711055401.xml · nonDerivative · entry 1 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,178 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.82 to $26.04, 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 |
| February 22, 2024 Filed Feb 24, 2024 02:17 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 855 | $25.58 | $21,870.90 |
DisclosureSEC source: 0001016281-24-000027 · wk-form4_1708741028.xml · nonDerivative · entry 2 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,678 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 02:17 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 26,100 | Not disclosed Strike: $24.48 | Not disclosed |
DisclosureSEC source: 0001016281-24-000027 · wk-form4_1708741028.xml · derivative · entry 4 Elliott Paul Donald · CIK 0001557459 · Sr. VP and 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 02:17 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 11,040 | $24.48 | $270,259.20 |
DisclosureSEC source: 0001016281-24-000027 · wk-form4_1708741028.xml · nonDerivative · entry 1 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,533 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 |
| May 23, 2023 Filed May 25, 2023 22:04 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 17,300 | $20.06 Strike: $20.06 | $347,038.00 |
DisclosureSEC source: 0001016281-23-000080 · wf-form4_168505225572090.xml · derivative · entry 5 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,300 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. 17,300 options were exercised on 5/23/2023. Read SEC document |
| May 23, 2023 Filed May 25, 2023 22:04 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 3,894 | $27.78 | $108,175.32 |
DisclosureSEC source: 0001016281-23-000080 · wf-form4_168505225572090.xml · nonDerivative · entry 3 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,891 F2 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.60 to $27.94, inclusive. The reporting person undertakes to provide to theIssuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, on request, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 23, 2023 Filed May 25, 2023 22:04 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 13,388 | $27.43 | $367,232.84 |
DisclosureSEC source: 0001016281-23-000080 · wf-form4_168505225572090.xml · nonDerivative · entry 2 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,785 F1 · shares: Represents shares withheld on 5/23/2023 to cover the option price and taxes associated with the exercise of stock options. Read SEC document |
| May 23, 2023 Filed May 25, 2023 22:04 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 17,300 | $20.06 | $347,038.00 |
DisclosureSEC source: 0001016281-23-000080 · wf-form4_168505225572090.xml · nonDerivative · entry 1 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,173 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 22, 2023 Filed Feb 24, 2023 22:13 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 16,200 | Not disclosed Strike: $32.69 | Not disclosed |
DisclosureSEC source: 0001016281-23-000031 · wf-form4_167727675198741.xml · derivative · entry 3 Elliott Paul Donald · CIK 0001557459 · Sr. VP and 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 22:13 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 7,470 | $32.69 | $244,194.30 |
DisclosureSEC source: 0001016281-23-000031 · wf-form4_167727675198741.xml · nonDerivative · entry 1 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,600 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 |
| February 23, 2022 Filed Feb 25, 2022 22:53 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 25,000 | Not disclosed Strike: $49.48 | Not disclosed |
DisclosureSEC source: 0001016281-22-000042 · wf-form4_164582960710972.xml · derivative · entry 3 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2032-02-23 F2 · 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. F2 · 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 |
| August 06, 2021 Filed Aug 10, 2021 21:52 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 18,832 | $22.58 Strike: $22.58 | $425,226.56 |
DisclosureSEC source: 0001016281-21-000164 · wf-form4_162863231172363.xml · derivative · entry 5 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,832 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. F3 · derivative.exercise_date: Stock Options pursuant to the Carriage Services, Inc. Amended and Restated 2006 Long-Term Incentive Plan. 38,000 options were granted on 2/24/2015 and 19,168 were previously exercised. The stock options were to expire on 2/24/2022. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 21:52 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 5,119 | $37.05 | $189,658.95 |
DisclosureSEC source: 0001016281-21-000164 · wf-form4_162863231172363.xml · nonDerivative · entry 3 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,350 F2 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.94 to $37.33, 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, on request, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 21:52 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 13,687 | $37.06 | $507,240.22 |
DisclosureSEC source: 0001016281-21-000164 · wf-form4_162863231172363.xml · nonDerivative · entry 2 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,469 F1 · shares: Represents shares withheld on 8/6/2021 to cover the option price and taxes associated with the exercise of stock options. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 21:52 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 18,832 | $22.58 | $425,226.56 |
DisclosureSEC source: 0001016281-21-000164 · wf-form4_162863231172363.xml · nonDerivative · entry 1 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,156 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 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: 0001016281-21-000057 · wf-form4_161377033222616.xml · derivative · entry 3 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 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 02:44 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 579 | $36.58 | $21,179.82 |
DisclosureSEC source: 0001016281-21-000039 · wf-form4_161361624578349.xml · nonDerivative · entry 1 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,895 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 16, 2020 Filed Dec 17, 2020 23:01 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 8,000 | $0.00 Strike: $22.58 | $0.00 |
DisclosureSEC source: 0001016281-20-000204 · wf-form4_160824607003278.xml · derivative · entry 5 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,832 Underlying: Common Stock · 8,000 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, 2/24/2017 and 2/24/2018. 2,918 shares were exercised on 12/11/2020, 8,250 shares were exercised on 12/14/2020 and 8,000 shares were exercised on 12/16/2020. These stock options expire on 02/24/2022. Read SEC document |
| December 16, 2020 Filed Dec 17, 2020 23:01 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 1,217 | $29.12 | $35,439.04 |
DisclosureSEC source: 0001016281-20-000204 · wf-form4_160824607003278.xml · nonDerivative · entry 3 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,474 Read SEC document |
| December 16, 2020 Filed Dec 17, 2020 23:01 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 6,783 | $29.77 | $201,929.91 |
DisclosureSEC source: 0001016281-20-000204 · wf-form4_160824607003278.xml · nonDerivative · entry 2 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,691 F1 · shares: Represents shares withheld on 12/16/2020 to cover the option price and tax liability associated with the exercise of stock options granted on 02/24/2015. Read SEC document |
| December 16, 2020 Filed Dec 17, 2020 23:01 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 8,000 | $22.58 | $180,640.00 |
DisclosureSEC source: 0001016281-20-000204 · wf-form4_160824607003278.xml · nonDerivative · entry 1 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,474 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 |
| December 14, 2020 Filed Dec 15, 2020 23:51 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 8,250 | $0.00 Strike: $22.58 | $0.00 |
DisclosureSEC source: 0001016281-20-000200 · wf-form4_160807626329560.xml · derivative · entry 9 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,832 Underlying: Common Stock · 8,250 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. F3 · 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. 2,918 shares were exercised on 12/11/2020 and 8,250 shares were exercised on 12/14/2020. These stock options expire on 02/24/2022. Read SEC document |
| December 14, 2020 Filed Dec 15, 2020 23:51 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 1,515 | $29.52 | $44,722.80 |
DisclosureSEC source: 0001016281-20-000200 · wf-form4_160807626329560.xml · nonDerivative · entry 6 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,474 Read SEC document |
| December 14, 2020 Filed Dec 15, 2020 23:51 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 6,735 | $30.61 | $206,158.35 |
DisclosureSEC source: 0001016281-20-000200 · wf-form4_160807626329560.xml · nonDerivative · entry 5 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,989 F2 · shares: Represents shares withheld on 12/14/2020 to cover the option price and the tax liability associated with the exercise of stock options granted on 02/24/2015. Read SEC document |
| December 14, 2020 Filed Dec 15, 2020 23:51 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 8,250 | $22.58 | $186,285.00 |
DisclosureSEC source: 0001016281-20-000200 · wf-form4_160807626329560.xml · nonDerivative · entry 4 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,724 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 |
| December 11, 2020 Filed Dec 15, 2020 23:51 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 2,918 | $0.00 Strike: $22.58 | $0.00 |
DisclosureSEC source: 0001016281-20-000200 · wf-form4_160807626329560.xml · derivative · entry 8 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,082 Underlying: Common Stock · 2,918 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. F3 · 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. 2,918 shares were exercised on 12/11/2020 and 8,250 shares were exercised on 12/14/2020. These stock options expire on 02/24/2022. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 23:51 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 601 | $29.85 | $17,939.85 |
DisclosureSEC source: 0001016281-20-000200 · wf-form4_160807626329560.xml · nonDerivative · entry 3 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,474 Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 23:51 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 2,317 | $31.99 | $74,120.83 |
DisclosureSEC source: 0001016281-20-000200 · wf-form4_160807626329560.xml · nonDerivative · entry 2 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,075 F1 · shares: Represents shares withheld on 12/11/2020 to cover the option price and the tax liability associated with the exercise of stock options granted on 02/24/2015. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 23:51 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 2,918 | $22.58 | $65,888.44 |
DisclosureSEC source: 0001016281-20-000200 · wf-form4_160807626329560.xml · nonDerivative · entry 1 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,392 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 |
| May 19, 2020 Filed May 26, 2020 23:44 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Disposition to issuerPerformance Award · Derivative | 10,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-20-000112 · wf-form4_159053664635241.xml · derivative · entry 5 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,500 shares Expires 2023-12-31 F3 · derivative.exercise_price: Represents performance awards originally granted on February 20, 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 February 20, 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 23:44 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Disposition to issuerPerformance Award · Derivative | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-20-000112 · wf-form4_159053664635241.xml · derivative · entry 4 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,000 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 23:44 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantPerformance Award · Derivative | 13,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-20-000112 · wf-form4_159053664635241.xml · derivative · entry 3 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,974 Underlying: Common Stock · 13,974 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 |
| February 14, 2020 Filed Feb 19, 2020 02:07 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 436 | $24.55 | $10,703.80 |
DisclosureSEC source: 0001016281-20-000022 · wf-form4_158207805654224.xml · nonDerivative · entry 1 Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,498 F1 · shares: Represents shares withheld on February 14, 2020 to cover taxes associated with the vesting of shares of restricted stock granted on February 14, 2018. 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.