Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CARRIAGE SERVICES INC
Report date February 21, 2024 · Filed March 20, 2024 · Amendment
Section 16 reporting ended · disclosed 2024-03-20. Current position is not established by this disclosure.
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,344 |
Last balance in matching sequence
After 2024-02-22 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2024-02-21 · Grant · Acquired 11,040 · Balance 19,175 F1: 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. Row 2 · 2024-02-22 · Sale · Disposed 831 · Balance 18,344 F2: Represents shares withheld on February 22, 2024 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
After 2024-02-21 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2024-02-21 · Grant · Acquired 26,100 · 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 | 15,750 |
Reported balance
Holding disclosure · report date 2024-02-21 · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · Balance 15,750 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 $31.58 · Expires 2032-09-27 | Direct | 12,600 |
Reported balance
Holding disclosure · report date 2024-02-21 · row 5
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 5 · Balance 12,600 F5: Stock Options granted on 9/27/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 9/27/2023. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Represents shares withheld on February 22, 2024 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 9/27/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 9/27/2023.
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, 2024 Filed Feb 24, 2024 02:20 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 831 | $25.58 | $21,256.98 |
DisclosureSEC source: 0001016281-24-000030 · wk-form4_1708741182.xml · nonDerivative · entry 2 Pape Robbie · CIK 0001948852 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,344 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 22, 2024 Filed Mar 20, 2024 22:02 UTC Amendment | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 831 | $25.58 | $21,256.98 |
DisclosureSEC source: 0001016281-24-000056 · wk-form4a_1710972112.xml · nonDerivative · entry 2 Pape Robbie · CIK 0001948852 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,344 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 02:20 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 26,100 | Not disclosed Strike: $24.48 | Not disclosed |
DisclosureSEC source: 0001016281-24-000030 · wk-form4_1708741182.xml · derivative · entry 3 Pape Robbie · CIK 0001948852 · 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 02:20 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 11,040 | $24.48 | $270,259.20 |
DisclosureSEC source: 0001016281-24-000030 · wk-form4_1708741182.xml · nonDerivative · entry 1 Pape Robbie · CIK 0001948852 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,175 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 21, 2024 Filed Mar 20, 2024 22:02 UTC Amendment | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 26,100 | Not disclosed Strike: $24.48 | Not disclosed |
DisclosureSEC source: 0001016281-24-000056 · wk-form4a_1710972112.xml · derivative · entry 3 Pape Robbie · CIK 0001948852 · 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 Mar 20, 2024 22:02 UTC Amendment | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 11,040 | $24.48 | $270,259.20 |
DisclosureSEC source: 0001016281-24-000056 · wk-form4a_1710972112.xml · nonDerivative · entry 1 Pape Robbie · CIK 0001948852 · Sr. VP & Regional Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,175 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 22:19 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 15,750 | Not disclosed Strike: $32.69 | Not disclosed |
DisclosureSEC source: 0001016281-23-000040 · wf-form4_167727714414623.xml · derivative · entry 2 Pape Robbie · CIK 0001948852 · Sr. VP & Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,750 Underlying: Common Stock · 15,750 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 22:19 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 7,260 | $32.69 | $237,329.40 |
DisclosureSEC source: 0001016281-23-000040 · wf-form4_167727714414623.xml · nonDerivative · entry 1 Pape Robbie · CIK 0001948852 · Sr. VP & Regional Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,260 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.