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 | 36,861 |
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 9,960 · Balance 37,575 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 714 · Balance 36,861 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 | 23,580 |
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 23,580 · Balance 23,580 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 | 13,500 |
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 13,500 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 2024-02-21 · row 5
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 5 · 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 2024-02-21 · row 7
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 7 · Balance 50,000 F7: 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 | 3,700 |
Reported balance
Holding disclosure · report date 2024-02-21 · row 8
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 8 · Balance 3,700 F8: 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. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $20.06 · Expires 2026-02-23 | Direct | 1,800 |
Reported balance
Holding disclosure · report date 2024-02-21 · row 9
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 9 · Balance 1,800 F9: 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. |
| Performance AwardSEC Table II · derivative / convertible security · Expires 2024-12-31 | Direct | 45,255 |
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 45,255 F6: 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 2/22/2023 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: 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.
F7: 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.
F8: 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.
F9: 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.
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 02:18 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 714 | $25.58 | $18,264.12 |
DisclosureSEC source: 0001016281-24-000028 · wk-form4_1708741051.xml · nonDerivative · entry 2 Schappaugh Peggy · CIK 0001806645 · VP of Operations & Acquistions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,861 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 22:03 UTC Amendment | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 714 | $25.58 | $18,264.12 |
DisclosureSEC source: 0001016281-24-000058 · wk-form4a_1710972200.xml · nonDerivative · entry 2 Schappaugh Peggy · CIK 0001806645 · SVP - Operations & Acquisition 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,861 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 02:18 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 23,580 | Not disclosed Strike: $24.48 | Not disclosed |
DisclosureSEC source: 0001016281-24-000028 · wk-form4_1708741051.xml · derivative · entry 3 Schappaugh Peggy · CIK 0001806645 · VP of Operations & Acquistions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,580 Underlying: Common Stock · 23,580 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 02:18 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 9,960 | $24.48 | $243,820.80 |
DisclosureSEC source: 0001016281-24-000028 · wk-form4_1708741051.xml · nonDerivative · entry 1 Schappaugh Peggy · CIK 0001806645 · VP of Operations & Acquistions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,575 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 22:03 UTC Amendment | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 23,580 | Not disclosed Strike: $24.48 | Not disclosed |
DisclosureSEC source: 0001016281-24-000058 · wk-form4a_1710972200.xml · derivative · entry 3 Schappaugh Peggy · CIK 0001806645 · SVP - Operations & Acquisition 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,580 Underlying: Common Stock · 23,580 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 22:03 UTC Amendment | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 9,960 | $24.48 | $243,820.80 |
DisclosureSEC source: 0001016281-24-000058 · wk-form4a_1710972200.xml · nonDerivative · entry 1 Schappaugh Peggy · CIK 0001806645 · SVP - Operations & Acquisition 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,575 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 22:17 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 13,500 | Not disclosed Strike: $32.69 | Not disclosed |
DisclosureSEC source: 0001016281-23-000036 · wf-form4_167727702214604.xml · derivative · entry 2 Schappaugh Peggy · CIK 0001806645 · VP of Operations & Acquistions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,500 Underlying: Common Stock · 13,500 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 22:17 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 6,240 | $32.69 | $203,985.60 |
DisclosureSEC source: 0001016281-23-000036 · wf-form4_167727702214604.xml · nonDerivative · entry 1 Schappaugh Peggy · CIK 0001806645 · VP of Operations & Acquistions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,741 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 |
| August 05, 2022 Filed Aug 9, 2022 22:32 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 700 | $36.68 | $25,676.00 |
DisclosureSEC source: 0001016281-22-000099 · wf-form4_166008433972503.xml · nonDerivative · entry 1 Schappaugh Peggy · CIK 0001806645 · VP of Operations & Acquistions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,501 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: 0001016281-22-000041 · wf-form4_164582957741263.xml · derivative · entry 2 Schappaugh Peggy · CIK 0001806645 · VP of Operations & Acquistions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 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 increments each year over the next seven 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 increments each year over the next seven years. These options expire on 2/23/2032. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 21:52 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 500 | $35.86 | $17,930.00 |
DisclosureSEC source: 0001016281-21-000083 · wf-form4_161593153749896.xml · nonDerivative · entry 1 Schappaugh Peggy · CIK 0001806645 · VP of Operations & Acquistions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,592 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:36 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 50,000 | Not disclosed Strike: $34.79 | Not disclosed |
DisclosureSEC source: 0001016281-21-000063 · wf-form4_161377056913357.xml · derivative · entry 2 Schappaugh Peggy · CIK 0001806645 · VP of Operations & Acquistions 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 02:42 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 148 | $36.58 | $5,413.84 |
DisclosureSEC source: 0001016281-21-000035 · wf-form4_161361612227412.xml · nonDerivative · entry 1 Schappaugh Peggy · CIK 0001806645 · VP of Operations & Acquistions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,092 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 23:45 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Disposition to issuerPerformance Award · Derivative | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-20-000116 · wf-form4_159053673789013.xml · derivative · entry 4 Schappaugh Peggy · CIK 0001806645 · VP of Operations & Acquistions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,000 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 23:45 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Disposition to issuerPerformance Award · Derivative | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-20-000116 · wf-form4_159053673789013.xml · derivative · entry 3 Schappaugh Peggy · CIK 0001806645 · VP of Operations & Acquistions 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 23:45 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantPerformance Award · Derivative | 13,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-20-000116 · wf-form4_159053673789013.xml · derivative · entry 2 Schappaugh Peggy · CIK 0001806645 · VP of Operations & Acquistions 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.