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 | 10,763 |
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 1,980 · Balance 11,226 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 463 · Balance 10,763 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 | 4,710 |
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 4,710 · Balance 4,710 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 $49.48 · Expires 2032-02-23 | Direct | 4,000 |
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 4,000 F4: 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 | 12,000 |
Reported balance
Holding disclosure · report date 2024-02-21 · row 6
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 6 · Balance 12,000 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 $26.54 · Expires 2027-03-21 | Direct | 2,360 |
Reported balance
Holding disclosure · report date 2024-02-21 · row 7
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 7 · Balance 2,360 F7: 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. |
| Performance AwardSEC Table II · derivative / convertible security · Expires 2024-12-31 | Direct | 20,688 |
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 20,688 F5: Represents maximum number of 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 targets for a sustained period beginning on the grant date and ending on December 31, 2024. |
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 2/23/2022 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.
F5: Represents maximum number of 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 targets for a sustained period beginning on the grant date and ending on December 31, 2024.
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 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.
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 02:15 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 463 | $25.58 | $11,843.54 |
DisclosureSEC source: 0001016281-24-000024 · wk-form4_1708740943.xml · nonDerivative · entry 2 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,763 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 | 463 | $25.58 | $11,843.54 |
DisclosureSEC source: 0001016281-24-000057 · wk-form4a_1710972135.xml · nonDerivative · entry 2 Olaniyan Adeola · CIK 0001696620 · Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,763 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 02:15 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 4,710 | Not disclosed Strike: $24.48 | Not disclosed |
DisclosureSEC source: 0001016281-24-000024 · wk-form4_1708740943.xml · derivative · entry 3 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,710 Underlying: Common Stock · 4,710 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 02:15 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 1,980 | $24.48 | $48,470.40 |
DisclosureSEC source: 0001016281-24-000024 · wk-form4_1708740943.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,226 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 | 4,710 | Not disclosed Strike: $24.48 | Not disclosed |
DisclosureSEC source: 0001016281-24-000057 · wk-form4a_1710972135.xml · derivative · entry 3 Olaniyan Adeola · CIK 0001696620 · Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,710 Underlying: Common Stock · 4,710 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 | 1,980 | $24.48 | $48,470.40 |
DisclosureSEC source: 0001016281-24-000057 · wk-form4a_1710972135.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,226 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 22:15 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 2,640 | $32.69 | $86,301.60 |
DisclosureSEC source: 0001016281-23-000035 · wf-form4_167727689941334.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,140 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 |
| December 30, 2022 Filed Dec 30, 2022 21:29 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 500 | $27.50 | $13,750.00 |
DisclosureSEC source: 0001016281-22-000134 · wf-form4_167243573348525.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 Read SEC document |
| December 19, 2022 Filed Dec 20, 2022 23:04 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 1,028 | $26.99 | $27,745.72 |
DisclosureSEC source: 0001016281-22-000131 · wf-form4_167157747375650.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 21:20 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 3,540 | $0.00 Strike: $26.54 | $0.00 |
DisclosureSEC source: 0001016281-22-000050 · wf-form4_164858882480650.xml · derivative · entry 4 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,360 Underlying: Common Stock · 3,540 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. F2 · 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 over five years. 3,540 options were exercised on 3/25/2022. These stock options expire on 3/21/2027. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 21:20 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 595 | $54.66 | $32,522.70 |
DisclosureSEC source: 0001016281-22-000050 · wf-form4_164858882480650.xml · nonDerivative · entry 3 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,730 Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 21:20 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 1,720 | $54.61 | $93,929.20 |
DisclosureSEC source: 0001016281-22-000050 · wf-form4_164858882480650.xml · nonDerivative · entry 2 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,325 F1 · shares: Represents shares withheld on 3/25/2022 to cover the option price associated with the exercise of stock options granted on 3/21/2017. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 21:20 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 3,540 | $26.54 | $93,951.60 |
DisclosureSEC source: 0001016281-22-000050 · wf-form4_164858882480650.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,045 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 22:51 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 4,000 | Not disclosed Strike: $49.48 | Not disclosed |
DisclosureSEC source: 0001016281-22-000038 · wf-form4_164582943916905.xml · derivative · entry 2 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 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 20% increments each year over the next five 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 20% increments each year over the next five years. These options expire on 2/23/2032. Read SEC document |
| February 20, 2022 Filed Feb 24, 2022 01:26 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 526 | $49.49 | $26,031.74 |
DisclosureSEC source: 0001016281-22-000022 · wf-form4_164566599824315.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,492 F1 · shares: Represents shares withheld on February 20, 2022 to cover taxes associated with the vesting of shares of restricted stock granted on February 20, 2019. Read SEC document |
| September 02, 2021 Filed Sep 3, 2021 20:18 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 376 | $48.40 | $18,198.40 |
DisclosureSEC source: 0001016281-21-000177 · wf-form4_163070027288464.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,600 Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 23:02 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 2,340 | $20.06 Strike: $20.06 | $46,940.40 |
DisclosureSEC source: 0001016281-21-000081 · wf-form4_161559009609653.xml · derivative · entry 3 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,340 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 of 3,900 of which 1,560 vested and have been exercised. The remaining 2,340 vested options and were exercised on 3/11/2021. Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 23:02 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 1,279 | $36.70 | $46,939.30 |
DisclosureSEC source: 0001016281-21-000081 · wf-form4_161559009609653.xml · nonDerivative · entry 2 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,550 F1 · shares: Represents shares withheld on 3/11/2021 to cover the option price associated with the exercise of stock options granted on 2/23/2016. Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 23:02 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 2,340 | $20.06 | $46,940.40 |
DisclosureSEC source: 0001016281-21-000081 · wf-form4_161559009609653.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,829 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 20, 2021 Filed Feb 23, 2021 23:00 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 478 | $34.46 | $16,471.88 |
DisclosureSEC source: 0001016281-21-000065 · wf-form4_161412118924630.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,478 F1 · shares: Represents shares withheld on February 20, 2021 to cover taxes associated with the vesting of shares of restricted stock granted on February 20, 2019. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:36 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 12,000 | Not disclosed Strike: $34.79 | Not disclosed |
DisclosureSEC source: 0001016281-21-000062 · wf-form4_161377050415531.xml · derivative · entry 2 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Common Stock · 12,000 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 | 421 | $36.58 | $15,400.18 |
DisclosureSEC source: 0001016281-21-000040 · wf-form4_161361626944739.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,948 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 |
| May 19, 2020 Filed May 26, 2020 23:44 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Disposition to issuerPerformance Award · Derivative | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-20-000111 · wf-form4_159053662340337.xml · derivative · entry 3 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 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 | 6,987 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-20-000111 · wf-form4_159053662340337.xml · derivative · entry 2 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,987 Underlying: Common Stock · 6,987 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 |
| March 27, 2020 Filed Mar 27, 2020 21:46 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 316 | $13.75 | $4,345.00 |
DisclosureSEC source: 0001016281-20-000077 · wf-form4_158534556397735.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,850 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 22:05 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 68 | $14.00 | $952.00 |
DisclosureSEC source: 0001016281-20-000067 · wf-form4_158448271128185.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,534 Read SEC document |
| February 20, 2020 Filed Feb 25, 2020 02:55 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 526 | $22.20 | $11,677.20 |
DisclosureSEC source: 0001016281-20-000028 · wf-form4_158259930804993.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,463 F1 · shares: Represents shares withheld on February 20, 2020 to cover taxes associated with the vesting of shares of restricted stock grant on February 20, 2019. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 01:37 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 381 | $24.55 | $9,353.55 |
DisclosureSEC source: 0001016281-20-000014 · wf-form4_158207621072867.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,989 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 |
| February 20, 2019 Filed Feb 23, 2019 00:51 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 3,000 | $19.92 | $59,760.00 |
DisclosureSEC source: 0001016281-19-000029 · wf-form4_155088305551485.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,763 F1 · shares: Restricted Stock grant pursuant to the Carriage Services, Inc. 2017 Omnibus Plan which will vest 1/3 on 2/20/2020, 2/20/2021 and on 2/20/2022. Read SEC document |
| February 14, 2019 Filed Feb 20, 2019 01:47 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 541 | $19.13 | $10,349.33 |
DisclosureSEC source: 0001016281-19-000017 · wf-form4_155062724829319.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,763 F1 · shares: Represents shares withheld on February 14, 2019 to cover taxes associated with the vesting of shares of restricted stock granted on February 14, 2018. Read SEC document |
| November 29, 2018 Filed Dec 3, 2018 22:32 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Disposition to issuerPerformance Award · Derivative | 1,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-18-000136 · wf-form4_154387633199194.xml · derivative · entry 3 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,320 shares Expires 2021-12-31 F1 · derivative.exercise_price: The Performance Award was canceled by mutual agreement of the reporting person and the Issuer. No consideration was given for the cancellation of these shares. F1 · derivative.exercise_date: The Performance Award was canceled by mutual agreement of the reporting person and the Issuer. No consideration was given for the cancellation of these shares. Read SEC document |
| November 29, 2018 Filed Dec 3, 2018 22:32 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Disposition to issuerPerformance Award · Derivative | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-18-000136 · wf-form4_154387633199194.xml · derivative · entry 2 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,200 shares Expires 2020-12-31 F1 · derivative.exercise_price: The Performance Award was canceled by mutual agreement of the reporting person and the Issuer. No consideration was given for the cancellation of these shares. F1 · derivative.exercise_date: The Performance Award was canceled by mutual agreement of the reporting person and the Issuer. No consideration was given for the cancellation of these shares. Read SEC document |
| September 18, 2018 Filed Sep 18, 2018 21:25 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 904 | $22.14 | $20,014.56 |
DisclosureSEC source: 0001016281-18-000094 · wf-form4_153730589640025.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,300 Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 22:43 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 780 | $0.00 Strike: $20.06 | $0.00 |
DisclosureSEC source: 0001016281-18-000036 · wf-form4_152028976963254.xml · derivative · entry 3 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,340 Underlying: Common Stock · 780 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 of 3,900 of which 780 vested on 2/23/2017 and were exercised on 3/13/2017, 780 vested on 2/23/2018 and were exercised on 3/2/2018, 780 shares will vest each year on 2/23/2019, 2/23/2020 and 2/23/2021. These stock options expire on 2/23/2026. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 22:43 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 562 | $27.85 | $15,651.70 |
DisclosureSEC source: 0001016281-18-000036 · wf-form4_152028976963254.xml · nonDerivative · entry 2 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,189 F1 · shares: Represents shares withheld on 03/02/2018 to cover option price associated with the exercise of stock options granted on 02/23/2016. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 22:43 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 780 | $20.06 | $15,646.80 |
DisclosureSEC source: 0001016281-18-000036 · wf-form4_152028976963254.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,751 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 26, 2018 Filed Feb 26, 2018 22:13 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 328 | $27.81 | $9,121.68 |
DisclosureSEC source: 0001016281-18-000028 · wf-form4_151968319540020.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,971 F1 · shares: Represents shares withheld to cover taxes associated with the vesting of shares of restricted stock granted on February 24, 2015. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 23:11 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 2,400 | $25.43 | $61,032.00 |
DisclosureSEC source: 0001016281-18-000009 · wf-form4_151882266381298.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,299 F1 · shares: Restricted Stock grant pursuant to the Carriage Services, Inc. 2017 Omnibus Plan which will vest 1/3 on 2/14/2019, 2/14/2020 and on 2/14/2021. Read SEC document |
| December 22, 2017 Filed Dec 22, 2017 21:42 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 901 | $25.77 | $23,218.77 |
DisclosureSEC source: 0001016281-17-000121 · wf-form4_151397892751194.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,899 Read SEC document |
| December 15, 2017 Filed Dec 15, 2017 22:14 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 340 | $26.28 | $8,935.20 |
DisclosureSEC source: 0001016281-17-000115 · wf-form4_151337602929539.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 Read SEC document |
| June 16, 2017 Filed Jun 19, 2017 21:47 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 628 | $26.94 | $16,918.32 |
DisclosureSEC source: 0001016281-17-000074 · wf-form4_149790884631361.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,128 Read SEC document |
| March 13, 2017 Filed Mar 14, 2017 20:35 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 780 | $0.00 Strike: $20.06 | $0.00 |
DisclosureSEC source: 0001016281-17-000026 · wf-form4_148952369148618.xml · derivative · entry 5 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,120 Underlying: Common Stock · 780 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 pursuant to the Carriage Services, Inc. Second Amended and Restated 2006 Long-Term Incentive Plan of 3,900 options of which 780 vested on 2/23/2017 and were exercised on 3/13/2017, 780 shares will vest each year on 2/23/2018, 2/23/2019, 2/23/2020 and 2/23/2021. These stock options expire on 2/23/2026. Read SEC document |
| March 13, 2017 Filed Mar 14, 2017 20:35 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 3,000 | $0.00 Strike: $20.26 | $0.00 |
DisclosureSEC source: 0001016281-17-000026 · wf-form4_148952369148618.xml · derivative · entry 4 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2019-02-25 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 of 9,000 options on 2/25/2014, of which 3,000 vested on 2/25/2015 and were exercised on 11/14/2016, 3,000 vested on 2/25/2016 and were exercised on 11/14/2016 and 3,000 vested on 2/25/2017 and were exercised on 3/13/2017. Read SEC document |
| March 13, 2017 Filed Mar 14, 2017 20:35 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 2,879 | $26.56 | $76,466.24 |
DisclosureSEC source: 0001016281-17-000026 · wf-form4_148952369148618.xml · nonDerivative · entry 3 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,747 F1 · shares: Represents the shares sold to cover payment of option exercise price for those options exercised on March 13, 2017. Read SEC document |
| March 13, 2017 Filed Mar 14, 2017 20:35 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 780 | $20.06 | $15,646.80 |
DisclosureSEC source: 0001016281-17-000026 · wf-form4_148952369148618.xml · nonDerivative · entry 2 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,626 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 13, 2017 Filed Mar 14, 2017 20:35 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 3,000 | $20.26 | $60,780.00 |
DisclosureSEC source: 0001016281-17-000026 · wf-form4_148952369148618.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,846 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 24, 2017 Filed Feb 27, 2017 22:31 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 218 | $26.55 | $5,787.90 |
DisclosureSEC source: 0001016281-17-000020 · wf-form4_148823469951359.xml · nonDerivative · entry 1 Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,846 F1 · shares: Represents shares withheld on February 24, 2017 to cover taxes associated with the vesting of shares of restricted stock granted on February 24, 2015. 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.