Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIAGE SERVICES INCCSV · Entity 5426 | Director | February 22, 2024 | February 27, 2024 |
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 February 22, 2024 · Filed February 27, 2024 · Amendment
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 |
|---|---|---|---|
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $49.48 · Expires 2024-05-22 | Direct | 11,426 |
Reported balance
Holding disclosure · report date 2024-02-22 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 11,426 F1: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan. These options expire on 5/22/2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan. These options expire on 5/22/2024.
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 |
|---|---|---|---|---|---|---|
| November 30, 2020 Filed Dec 1, 2020 21:17 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 500 | $27.21 | $13,605.00 |
DisclosureSEC source: 0001016281-20-000190 · wf-form4_160685742101615.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,240,509 Read SEC document |
| November 20, 2020 Filed Nov 24, 2020 22:23 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionStock Options · Derivative | 3,284 | $0.00 Strike: $5.70 | $0.00 |
DisclosureSEC source: 0001016281-20-000188 · wf-form4_160625661936564.xml · derivative · entry 5 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,284 shares Expires 2021-02-28 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. F1 · derivative.exercise_date: Stock Options granted pursuant to the Carriage Services, Inc. Second Amended and Restated 2006 Long-Term Incentive Plan of 44,702 options granted on 02/28/2011, of which 14,900 options vested on 02/28/2012 and 3,283 were exercised on 12/20/2012, 14,901 options vested on 02/28/2013 and 14,000 were exercised on 11/06/2015, 14,901 options vested on 02/28/2014 and 24,135 were exercised on 03/29/2016 and 3,284 were exercised on 11/20/20. These stock options expire on 02/28/2021. Read SEC document |
| November 20, 2020 Filed Nov 24, 2020 22:23 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 3,284 | $5.70 | $18,718.80 |
DisclosureSEC source: 0001016281-20-000188 · wf-form4_160625661936564.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,241,009 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 |
| June 09, 2020 Filed Jun 9, 2020 21:05 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 1,700 | $20.24 | $34,408.00 |
DisclosureSEC source: 0001016281-20-000129 · wf-form4_159173671137892.xml · nonDerivative · entry 5 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,237,725 Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 21:05 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | OtherCommon Stock | 7,282 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001016281-20-000129 · wf-form4_159173671137892.xml · nonDerivative · entry 4 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 24,354 F2 · shares: On June 8, 2020, the reporting person transferred 7,282 shares of Common Stock from the Grantor Retained Annuity Trust (GRAT) in Karen Payne's name to her individual account. F2 · price: On June 8, 2020, the reporting person transferred 7,282 shares of Common Stock from the Grantor Retained Annuity Trust (GRAT) in Karen Payne's name to her individual account. Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 21:05 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | OtherCommon Stock | 7,282 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001016281-20-000129 · wf-form4_159173671137892.xml · nonDerivative · entry 3 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Karen P. Payne 2016 Annuity Trust Disclosed balance after: 4,164 F2 · shares: On June 8, 2020, the reporting person transferred 7,282 shares of Common Stock from the Grantor Retained Annuity Trust (GRAT) in Karen Payne's name to her individual account. F2 · price: On June 8, 2020, the reporting person transferred 7,282 shares of Common Stock from the Grantor Retained Annuity Trust (GRAT) in Karen Payne's name to her individual account. Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 21:05 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | OtherCommon Stock | 7,282 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001016281-20-000129 · wf-form4_159173671137892.xml · nonDerivative · entry 2 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,239,425 F1 · shares: On June 8, 2020, the reporting person transferred 7,282 shares of Common Stock from the Grantor Retained Annuity Trust (GRAT) in Mel Payne's name to his individual account. F1 · price: On June 8, 2020, the reporting person transferred 7,282 shares of Common Stock from the Grantor Retained Annuity Trust (GRAT) in Mel Payne's name to his individual account. Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 21:05 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | OtherCommon Stock | 7,282 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001016281-20-000129 · wf-form4_159173671137892.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Melvin C. Payne, Jr. 2016 Annuity Trust Disclosed balance after: 4,164 F1 · shares: On June 8, 2020, the reporting person transferred 7,282 shares of Common Stock from the Grantor Retained Annuity Trust (GRAT) in Mel Payne's name to his individual account. F1 · price: On June 8, 2020, the reporting person transferred 7,282 shares of Common Stock from the Grantor Retained Annuity Trust (GRAT) in Mel Payne's name to his individual account. Read SEC document |
| May 19, 2020 Filed May 26, 2020 23:47 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Disposition to issuerPerformance Award · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-20-000119 · wf-form4_159053680466540.xml · derivative · entry 7 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 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 23:47 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Disposition to issuerPerformance Award · Derivative | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-20-000119 · wf-form4_159053680466540.xml · derivative · entry 6 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,000 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 23:47 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantPerformance Award · Derivative | 55,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-20-000119 · wf-form4_159053680466540.xml · derivative · entry 5 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,897 Underlying: Common Stock · 55,897 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 23, 2020 Filed Mar 25, 2020 21:22 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 25,632 | $14.97 | $383,711.04 |
DisclosureSEC source: 0001016281-20-000073 · wf-form4_158517130694701.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,231,167 F1 · shares: The sale of shares are solely for the purpose of eliminating Mr. Payne's margin line outstanding balance in light of his personal beliefs of the political response to the COVID-19 pandemic and do not reflect his view of the long term high performance potential of Carriage. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 01:32 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 1,097 | $24.55 | $26,931.35 |
DisclosureSEC source: 0001016281-20-000012 · wf-form4_158207591711937.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,256,799 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 07, 2020 Filed Feb 11, 2020 22:11 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 220 | $23.91 | $5,260.20 |
DisclosureSEC source: 0001016281-20-000008 · wf-form4_158145909410690.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,257,896 Read SEC document |
| December 30, 2019 Filed Dec 30, 2019 21:36 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 500 | $25.73 | $12,865.00 |
DisclosureSEC source: 0001016281-19-000131 · wf-form4_157774178111180.xml · nonDerivative · entry 2 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,256,504 Read SEC document |
| December 30, 2019 Filed Dec 30, 2019 21:36 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 500 | $25.73 | $12,865.00 |
DisclosureSEC source: 0001016281-19-000131 · wf-form4_157774178111180.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,257,004 Read SEC document |
| December 19, 2019 Filed Dec 19, 2019 23:30 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 4,100 | $26.74 | $109,634.00 |
DisclosureSEC source: 0001016281-19-000129 · wf-form4_157679820181591.xml · nonDerivative · entry 9 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,257,504 Read SEC document |
| December 19, 2019 Filed Dec 19, 2019 23:30 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 400 | $26.74 | $10,696.00 |
DisclosureSEC source: 0001016281-19-000129 · wf-form4_157679820181591.xml · nonDerivative · entry 8 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,261,604 Read SEC document |
| December 19, 2019 Filed Dec 19, 2019 23:30 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 1,500 | $26.74 | $40,110.00 |
DisclosureSEC source: 0001016281-19-000129 · wf-form4_157679820181591.xml · nonDerivative · entry 7 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,262,004 Read SEC document |
| December 19, 2019 Filed Dec 19, 2019 23:30 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 200 | $26.74 | $5,348.00 |
DisclosureSEC source: 0001016281-19-000129 · wf-form4_157679820181591.xml · nonDerivative · entry 6 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,263,504 Read SEC document |
| December 17, 2019 Filed Dec 19, 2019 23:30 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 500 | $27.33 | $13,665.00 |
DisclosureSEC source: 0001016281-19-000129 · wf-form4_157679820181591.xml · nonDerivative · entry 5 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,263,704 Read SEC document |
| December 17, 2019 Filed Dec 19, 2019 23:30 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 350 | $27.33 | $9,565.50 |
DisclosureSEC source: 0001016281-19-000129 · wf-form4_157679820181591.xml · nonDerivative · entry 4 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,264,204 Read SEC document |
| December 17, 2019 Filed Dec 19, 2019 23:30 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 500 | $27.33 | $13,665.00 |
DisclosureSEC source: 0001016281-19-000129 · wf-form4_157679820181591.xml · nonDerivative · entry 3 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,264,554 Read SEC document |
| December 17, 2019 Filed Dec 19, 2019 23:30 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 400 | $27.33 | $10,932.00 |
DisclosureSEC source: 0001016281-19-000129 · wf-form4_157679820181591.xml · nonDerivative · entry 2 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,265,054 Read SEC document |
| December 17, 2019 Filed Dec 19, 2019 23:30 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 1,850 | $27.33 | $50,560.50 |
DisclosureSEC source: 0001016281-19-000129 · wf-form4_157679820181591.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,265,454 Read SEC document |
| December 11, 2019 Filed Dec 11, 2019 23:58 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 5,000 | $27.48 | $137,400.00 |
DisclosureSEC source: 0001016281-19-000123 · wf-form4_157610872244111.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,267,304 Read SEC document |
| November 01, 2019 Filed Nov 1, 2019 21:32 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 5,000 | $26.30 | $131,500.00 |
DisclosureSEC source: 0001016281-19-000112 · wf-form4_157264395562192.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,272,304 Read SEC document |
| September 30, 2019 Filed Sep 30, 2019 21:56 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 500 | $20.44 | $10,220.00 |
DisclosureSEC source: 0001016281-19-000100 · wf-form4_156988057617305.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,277,304 Read SEC document |
| September 11, 2019 Filed Sep 11, 2019 22:37 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 30,000 | $22.54 | $676,200.00 |
DisclosureSEC source: 0001016281-19-000094 · wf-form4_156824141876927.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,277,804 Read SEC document |
| August 08, 2019 Filed Aug 9, 2019 20:23 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 270 | $22.60 | $6,102.00 |
DisclosureSEC source: 0001016281-19-000092 · wf-form4_156538217444869.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,307,804 Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 21:17 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | OtherCommon Stock | 6,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-19-000069 · wf-form4_156028779923228.xml · nonDerivative · entry 4 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 17,072 F2 · shares: On June 7, 2019, the reporting person transferred 6,411 shares of Common Stock from the Grantor Retained Annuity Trust (GRAT) in Karen Payne's name to her individual account. Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 21:17 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | OtherCommon Stock | 6,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-19-000069 · wf-form4_156028779923228.xml · nonDerivative · entry 3 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Karen P. Payne 2016 Annuity Trust Disclosed balance after: 11,446 F2 · shares: On June 7, 2019, the reporting person transferred 6,411 shares of Common Stock from the Grantor Retained Annuity Trust (GRAT) in Karen Payne's name to her individual account. Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 21:17 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | OtherCommon Stock | 6,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-19-000069 · wf-form4_156028779923228.xml · nonDerivative · entry 2 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,308,074 F1 · shares: On June 7, 2019, the reporting person transferred 6,411 shares of Common Stock from the Grantor Retained Annuity Trust (GRAT) in Mel Payne's name to his individual account. Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 21:17 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | OtherCommon Stock | 6,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-19-000069 · wf-form4_156028779923228.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Melvin C. Payne, Jr. 2016 Annuity Trust Disclosed balance after: 11,446 F1 · shares: On June 7, 2019, the reporting person transferred 6,411 shares of Common Stock from the Grantor Retained Annuity Trust (GRAT) in Mel Payne's name to his individual account. Read SEC document |
| March 06, 2019 Filed Mar 7, 2019 02:22 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 400 | $20.78 | $8,312.00 |
DisclosureSEC source: 0001016281-19-000044 · wf-form4_155192535454016.xml · nonDerivative · entry 2 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,301,663 Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 02:22 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 34,203 | $21.55 | $737,074.65 |
DisclosureSEC source: 0001016281-19-000044 · wf-form4_155192535454016.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,302,063 Read SEC document |
| December 24, 2018 Filed Dec 26, 2018 21:32 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 1,550 | $14.50 | $22,475.00 |
DisclosureSEC source: 0001016281-18-000150 · wf-form4_154585991594471.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,336,266 Read SEC document |
| November 29, 2018 Filed Dec 3, 2018 22:39 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Disposition to issuerPerformance Award · Derivative | 17,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-18-000144 · wf-form4_154387672835445.xml · derivative · entry 7 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,900 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 |
| November 29, 2018 Filed Dec 3, 2018 22:39 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Disposition to issuerPerformance Award · Derivative | 26,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-18-000144 · wf-form4_154387672835445.xml · derivative · entry 6 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,380 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 22:39 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Disposition to issuerPerformance Award · Derivative | 26,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-18-000144 · wf-form4_154387672835445.xml · derivative · entry 5 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,600 shares Expires 2022-12-31 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 09, 2018 Filed Nov 9, 2018 22:57 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 15,349 | $17.13 | $262,928.37 |
DisclosureSEC source: 0001016281-18-000129 · wf-form4_154180423367617.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,337,816 Read SEC document |
| November 08, 2018 Filed Nov 8, 2018 22:42 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 36,000 | $17.07 | $614,520.00 |
DisclosureSEC source: 0001016281-18-000127 · wf-form4_154171692621485.xml · nonDerivative · entry 2 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,322,467 Read SEC document |
| November 07, 2018 Filed Nov 8, 2018 22:42 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 32,651 | $16.01 | $522,742.51 |
DisclosureSEC source: 0001016281-18-000127 · wf-form4_154171692621485.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,286,467 Read SEC document |
| November 06, 2018 Filed Nov 7, 2018 21:30 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 30,000 | $16.08 | $482,400.00 |
DisclosureSEC source: 0001016281-18-000123 · wf-form4_154162618851358.xml · nonDerivative · entry 2 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,253,816 Read SEC document |
| November 05, 2018 Filed Nov 7, 2018 21:30 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 36,000 | $16.01 | $576,360.00 |
DisclosureSEC source: 0001016281-18-000123 · wf-form4_154162618851358.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,223,816 Read SEC document |
| September 28, 2018 Filed Sep 28, 2018 23:11 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 2,830 | $21.55 | $60,986.50 |
DisclosureSEC source: 0001016281-18-000102 · wf-form4_153817627546978.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,187,816 Read SEC document |
| August 21, 2018 Filed Aug 21, 2018 20:56 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 70 | $23.97 | $1,677.90 |
DisclosureSEC source: 0001016281-18-000092 · wf-form4_153488495868499.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,190,646 Read SEC document |
| June 25, 2018 Filed Jun 25, 2018 21:17 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 530 | $24.66 | $13,069.80 |
DisclosureSEC source: 0001016281-18-000074 · wf-form4_152996142892924.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,190,716 Read SEC document |
| June 13, 2018 Filed Jun 14, 2018 20:54 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GiftCommon Stock | 400 | $24.69 | $9,876.00 |
DisclosureSEC source: 0001016281-18-000072 · wf-form4_152900965534858.xml · nonDerivative · entry 1 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,191,246 Read SEC document |
| June 08, 2018 Filed Jun 8, 2018 21:59 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | OtherCommon Stock | 3,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-18-000069 · wf-form4_152849512468951.xml · nonDerivative · entry 4 PAYNE MELVIN C · CIK 0001024177 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 10,661 F2 · shares: On June 8, 2018, the reporting person transferred 3,967 shares of Common Stock from the Grantor Retained Annuity Trust (GRAT) in Karen Payne's name to her individual account. 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.