Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIAGE SERVICES INCCSV · Entity 5426 | Director | December 31, 2024 | January 03, 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 December 31, 2024 · Filed January 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,951 |
Reported balance
After 2024-12-31 transaction · row 1
1 source rowRow 1 · 2024-12-31 · Grant · Acquired 941 · Balance 34,951 F1: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 31, 2024 for Director Compensation earned during the fourth quarter. |
Filing footnotes · ownership attribution and instrument terms
F1: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 31, 2024 for Director Compensation earned during the fourth quarter.
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 |
|---|---|---|---|---|---|---|
| December 31, 2024 Filed Jan 3, 2025 21:07 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 941 | $39.85 | $37,498.85 |
DisclosureSEC source: 0001016281-25-000009 · wk-form4_1735938469.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,951 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 31, 2024 for Director Compensation earned during the fourth quarter. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 21:35 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,142 | $32.83 | $37,491.86 |
DisclosureSEC source: 0001016281-24-000161 · wk-form4_1727904903.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,010 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2024 for Director Compensation earned during the third quarter. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 21:46 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,397 | $26.84 | $37,495.48 |
DisclosureSEC source: 0001016281-24-000126 · wk-form4_1719956753.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,868 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 28, 2024 for Director Compensation earned during the second quarter. Read SEC document |
| March 29, 2024 Filed Apr 2, 2024 23:39 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,294 | $27.04 | $34,989.76 |
DisclosureSEC source: 0001016281-24-000074 · wk-form4_1712101166.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,471 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 29, 2024 for Director Compensation earned during the first quarter. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 21:23 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,399 | $25.01 | $34,988.99 |
DisclosureSEC source: 0001016281-24-000006 · wk-form4_1704316936.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,177 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 29, 2023 for Director Compensation earned during the fourth quarter. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 21:56 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,238 | $28.25 | $34,973.50 |
DisclosureSEC source: 0001016281-23-000118 · wk-form4_1696370163.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,778 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 29, 2023 for Director Compensation earned during the third quarter. Read SEC document |
| June 30, 2023 Filed Jul 3, 2023 20:35 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,077 | $32.47 | $34,970.19 |
DisclosureSEC source: 0001016281-23-000094 · wk-form4_1688416506.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,540 F1 · balance_after: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2023 for Director Compensation earned during the second quarter. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 21:03 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,146 | $30.52 | $34,975.92 |
DisclosureSEC source: 0001016281-23-000060 · wf-form4_168064220934753.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,088 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 31, 2023 for Director Compensation earned during the first quarter. Read SEC document |
| December 31, 2022 Filed Jan 3, 2023 21:59 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,270 | $27.54 | $34,975.80 |
DisclosureSEC source: 0001016281-23-000011 · wf-form4_167278317461037.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,717 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 31, 2022 for Director Compensation earned during the fourth quarter. Read SEC document |
| December 30, 2022 Filed Feb 15, 2023 00:47 UTC Amendment | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 3,600 | $27.79 | $100,044.00 |
DisclosureSEC source: 0001016281-23-000018 · wf-form5a_167642203553749.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joint Ownership with Spouse Disclosed balance after: 19,375 F1 · kind: This amendment revises the previously filed Form 5 to reflect the correct transaction code, which was a previously unreported open market purchase transaction that should have been filed and reported on a Form 4 at the time the transaction occurred. Read SEC document |
| December 30, 2022 Filed Feb 14, 2023 21:40 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 3,600 | $27.79 | $100,044.00 |
DisclosureSEC source: 0001016281-23-000016 · wf-form5_167641079486690.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joint Ownership with Spouse Disclosed balance after: 19,375 Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 21:00 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,088 | $32.16 | $34,990.08 |
DisclosureSEC source: 0001016281-22-000113 · wf-form4_166483077755001.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,447 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2022 for Director Compensation earned during the third quarter. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:57 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 882 | $39.65 | $34,971.30 |
DisclosureSEC source: 0001016281-22-000082 · wf-form4_165705463589004.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,359 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2022 for Director Compensation earned during the second quarter. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 20:23 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 656 | $53.33 | $34,984.48 |
DisclosureSEC source: 0001016281-22-000052 · wf-form4_164884462296791.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,477 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 31, 2022 for Director Compensation earned during the first quarter. Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 22:13 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 543 | $64.44 | $34,990.92 |
DisclosureSEC source: 0001016281-22-000010 · wf-form4_164124800568899.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,821 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 31, 2021 for Director Compensation earned during the fourth quarter. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 22:49 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 784 | $44.59 | $34,958.56 |
DisclosureSEC source: 0001016281-21-000190 · wf-form4_163312856727912.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,278 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2021 for Director Compensation earned during the third quarter. Read SEC document |
| June 30, 2021 Filed Jun 30, 2021 22:18 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 946 | $36.97 | $34,973.62 |
DisclosureSEC source: 0001016281-21-000140 · wf-form4_162509148639261.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,494 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2021 for Director Compensation earned during the second quarter. Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 22:52 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 994 | $35.19 | $34,978.86 |
DisclosureSEC source: 0001016281-21-000100 · wf-form4_161731747003219.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,548 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 31, 2021 for Director Compensation earned during the first quarter. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 21:24 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,117 | $31.32 | $34,984.44 |
DisclosureSEC source: 0001016281-21-000011 · wf-form4_160979548226057.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,554 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 31, 2020 for Director Compensation earned during the fourth quarter. Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 20:28 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,568 | $22.31 | $34,982.08 |
DisclosureSEC source: 0001016281-20-000173 · wf-form4_160158406836566.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,437 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2020 for Director Compensation earned during the third quarter. Read SEC document |
| June 30, 2020 Filed Jul 9, 2020 22:33 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,931 | $18.12 | $34,989.72 |
DisclosureSEC source: 0001016281-20-000145 · wf-form4_159433402210057.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,869 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2020 for Director Compensation earned during the second quarter Read SEC document |
| March 31, 2020 Filed Apr 1, 2020 22:56 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 2,167 | $16.15 | $34,997.05 |
DisclosureSEC source: 0001016281-20-000087 · wf-form4_158578175470105.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,938 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 31, 2020 for Director Compensation earned during the first quarter of 2020. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 00:34 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 732 | $25.60 | $18,739.20 |
DisclosureSEC source: 0001016281-20-000002 · wf-form4_157801163444964.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,771 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 31, 2019 for Director Compensation earned during the fourth quarter of 2019. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 21:47 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 917 | $20.44 | $18,743.48 |
DisclosureSEC source: 0001016281-19-000104 · wf-form4_157005285271614.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,039 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2019 for Director Compensation earned during the third quarter of 2019. Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 22:17 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 986 | $19.01 | $18,743.86 |
DisclosureSEC source: 0001016281-19-000075 · wf-form4_156201944366369.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,122 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 28, 2019 for Director Compensation earned during the second quarter of 2019. Read SEC document |
| March 29, 2019 Filed Apr 1, 2019 21:53 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 974 | $19.25 | $18,749.50 |
DisclosureSEC source: 0001016281-19-000052 · wf-form4_155415562317692.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,136 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 29, 2019 for Director Compensation earned during the first quarter of 2019. Read SEC document |
| December 31, 2018 Filed Jan 11, 2019 01:06 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,209 | $15.50 | $18,739.50 |
DisclosureSEC source: 0001016281-19-000008 · wf-form4_154716878114263.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,162 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 31, 2018 for Director Compensation earned during the fourth quarter of 2018. Read SEC document |
| November 05, 2018 Filed Nov 7, 2018 21:24 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 719 | $15.41 | $11,079.79 |
DisclosureSEC source: 0001016281-18-000119 · wf-form4_154162584386274.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,953 Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 21:40 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 870 | $21.55 | $18,748.50 |
DisclosureSEC source: 0001016281-18-000108 · wf-form4_153851643315120.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,234 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 28, 2018 for Director Compensation earned during the third quarter of 2018. Read SEC document |
| June 29, 2018 Filed Jul 5, 2018 23:46 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 386 | $24.55 | $9,476.30 |
DisclosureSEC source: 0001016281-18-000078 · wf-form4_153083436231340.xml · nonDerivative · entry 1 Meehan Douglas B. · CIK 0001741090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,364 F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 29, 2018 for Director Compensation earned during the second quarter of 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.