Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIAGE SERVICES INCCSV · Entity 5426 | Director | September 30, 2026 | October 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CARRIAGE SERVICES INC
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,369 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1,443 · Balance 27,369 F1: Award pursuant to Carriage's Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2026, for Director Compensation earned during the third quarter. |
Filing footnotes · ownership attribution and instrument terms
F1: Award pursuant to Carriage's Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2026, for Director Compensation earned during the third 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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 3, 2026 00:31 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,443 | $31.17 | $44,978.31 |
DisclosureSEC source: 0001983709-26-000002 · wk-form4_1790973097.xml · nonDerivative · entry 1 Fargason Charles · CIK 0001983709 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,369 F1 · shares: Award pursuant to Carriage's Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2026, for Director Compensation earned during the third quarter. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 21:34 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,370 | $32.83 | $44,977.10 |
DisclosureSEC source: 0001016281-24-000160 · wk-form4_1727904893.xml · nonDerivative · entry 1 Fargason Charles · CIK 0001983709 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,002 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 |
| September 30, 2024 Filed Oct 21, 2024 21:29 UTC Amendment | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,294 | $32.83 | $42,482.02 |
DisclosureSEC source: 0001016281-24-000163 · wk-form4a_1729546185.xml · nonDerivative · entry 1 Fargason Charles · CIK 0001983709 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,926 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. F2 · shares: This Form 4/A is being filed to correct an inadvertent administrative error in the original form 4, filed on October 2, 2024, regarding the amount of securities acquired and the amount of securities beneficially owned following the reported transaction. F2 · balance_after: This Form 4/A is being filed to correct an inadvertent administrative error in the original form 4, filed on October 2, 2024, regarding the amount of securities acquired and the amount of securities beneficially owned following the reported transaction. Read SEC document |
| August 22, 2024 Filed Aug 23, 2024 20:20 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 2,000 | $31.44 | $62,880.00 |
DisclosureSEC source: 0001016281-24-000151 · wk-form4_1724444402.xml · nonDerivative · entry 2 Fargason Charles · CIK 0001983709 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,632 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $31.34 to $31.51 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 purchased at each separate price. Read SEC document |
| August 22, 2024 Filed Aug 23, 2024 20:20 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,000 | $31.42 | $31,420.00 |
DisclosureSEC source: 0001016281-24-000151 · wk-form4_1724444402.xml · nonDerivative · entry 1 Fargason Charles · CIK 0001983709 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,632 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $31.29 to $31.48 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 purchased at each separate price. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 21:44 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,627 | $26.84 | $43,668.68 |
DisclosureSEC source: 0001016281-24-000124 · wk-form4_1719956686.xml · nonDerivative · entry 1 Fargason Charles · CIK 0001983709 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,632 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 |
| June 11, 2024 Filed Jun 11, 2024 22:23 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 2,000 | $28.05 | $56,100.00 |
DisclosureSEC source: 0001016281-24-000112 · wk-form4_1718144621.xml · nonDerivative · entry 2 Fargason Charles · CIK 0001983709 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,005 Read SEC document |
| June 10, 2024 Filed Jun 11, 2024 22:23 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 2,000 | $28.40 | $56,800.00 |
DisclosureSEC source: 0001016281-24-000112 · wk-form4_1718144621.xml · nonDerivative · entry 1 Fargason Charles · CIK 0001983709 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,005 Read SEC document |
| March 29, 2024 Filed Apr 2, 2024 23:40 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,365 | $27.04 | $36,909.60 |
DisclosureSEC source: 0001016281-24-000077 · wk-form4_1712101247.xml · nonDerivative · entry 1 Fargason Charles · CIK 0001983709 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,005 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 |
| March 19, 2024 Filed Mar 20, 2024 21:29 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 6,000 | $25.58 | $153,480.00 |
DisclosureSEC source: 0001016281-24-000050 · wk-form4_1710970176.xml · nonDerivative · entry 1 Fargason Charles · CIK 0001983709 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,640 Read SEC document |
| March 08, 2024 Filed Mar 11, 2024 20:40 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 5,000 | $26.10 | $130,500.00 |
DisclosureSEC source: 0001016281-24-000045 · wk-form4_1710189608.xml · nonDerivative · entry 1 Fargason Charles · CIK 0001983709 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,640 Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 21:23 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,448 | $25.01 | $36,214.48 |
DisclosureSEC source: 0001016281-24-000007 · wk-form4_1704317010.xml · nonDerivative · entry 1 Fargason Charles · CIK 0001983709 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,640 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 21:58 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,282 | $28.25 | $36,216.50 |
DisclosureSEC source: 0001016281-23-000124 · wk-form4_1696370326.xml · nonDerivative · entry 1 Fargason Charles · CIK 0001983709 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,192 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.