SEC ownership of CARRIAGE SERVICES INC

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001016281.

Comparable stake leader

FMR LLC

Disclosed value leader

FMR LLC

Comparable rows

50/50

Latest evidence

30 Jun 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
FMR LLC
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
30 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001016281
Issuer location
Houston, TX

Ownership snapshot

Top shareholders of CARRIAGE SERVICES INC (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
FMR LLC
Disclosed value leader
FMR LLC
Comparable rows
50/50
Latest evidence
30 Jun 2026
13F 13D/G 3/4/5 Lead comparable stake: 14% 13D/G row: FMR LLC Showing 1-8 of 50 holder rows.

Quick read

FMR LLC leads the comparable SEC ownership view at 14%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens FMR LLC's linked filing trail.
Comparable ownership Top 5
FMR LLC 14%
AMERIPRISE FINANCIAL INC 2.7%
VINEYARD CAPITAL PARTNERS, L.L.C. 0.3%
Greg M. Brudnicki 0.19%
Somer Webb 0.07%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
FMR LLC
13F 13D/G
Company
14%
from 13D/G
$91,281,380
2,380,839 shares
30 Jun 2026
AMERIPRISE FINANCIAL INC
13F 13D/G
Company
2.7%
from 13D/G
$20,896,106
545,021 shares
30 Jun 2026
VINEYARD CAPITAL PARTNERS, L.L.C.
13D/G
0.3%
$1,602,612
41,800 shares
-$40,571,388 13 Feb 2026
Greg M. Brudnicki
3/4/5
Board Advisor
0.19%
$1,325,646
29,033 shares
30 Jun 2026
Somer Webb
3/4/5
Director
0.07%
$509,702
11,163 shares
30 Jun 2026
Edmondo Robinson
3/4/5
Director
0.03%
$215,104
4,711 shares
30 Jun 2026
Julie Sanders
3/4/5
Director
0.03%
$204,602
4,481 shares
30 Jun 2026
BlackRock, Inc.
13F
Company
13F
7.1%
$42,163,764
1,099,733 shares
30 Jun 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$773,986.

Buys
$0
Insiders: 0
Sells
$773,986
Insiders: 2
Net
-$773,986
Shares: -17,277
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 17,277
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 0 17,277 $0 $773,986 -$773,986

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 27 reporting-owner rows connected to CARRIAGE SERVICES INC. Open a relationship link for the CIK-to-CIK filing trail.

Rows
27
Largest Forms 3/4/5 holder
Melvin C. Payne
Net 12M change
-$773,986
Latest report
30 Jun 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Melvin C. Payne Director $30,041,468 Mixed 22 Feb 2024
Carlos R. Quezada CEO, Director $4,809,568 -$196,095 -3.9% Mixed 25 Feb 2026
Shawn R. Phillips Sr. VP & Regional Partner $4,639,102 Mixed 21 Feb 2025
Steven D. Metzger President & COO $3,686,586 Mixed 25 Feb 2026
Peggy Schappaugh SVP - Operations & Acquisition $3,219,331 Mixed 21 Feb 2024
Paul D. Elliott Sr. VP and Regional Partner $2,760,691 Mixed 21 Feb 2025
Carl Benjamin Brink Former EVP & CFO $1,699,054 Mixed 31 Mar 2023
Shane Pudenz Vice President of Sales $1,671,766 -$577,891 -26% Mixed 25 Feb 2026
Donald D. Patteson Jr. Director $1,607,618 Mixed 30 Dec 2022
Douglas B. Meehan Director $1,392,797 Mixed 31 Dec 2024
Greg M. Brudnicki Board Advisor $1,325,646 Mixed 30 Jun 2026
Adeola Olaniyan Corporate Controller $1,194,218 Mixed 21 Feb 2024
Rob Paul Franch Chief Information Officer $1,122,012 Mixed 25 Feb 2026
Robbie Pape Sr. VP & Regional Partner $992,806 Mixed 21 Feb 2024
Bryan D. Leibman Director $959,959 Mixed 30 Jun 2022
Christopher Manceaux Sr. VP and Regional Partner $887,496 Mixed 14 Dec 2021
Charles Fargason Director $851,151 Mixed 30 Sep 2024
Lance Kian Granmayeh EVP, CFO and Treasurer $816,884 Filing P/S 13 Jun 2024
Barry K. Fingerhut Director $691,927 Mixed 31 Mar 2023
John Enwright SVP, CFO and Treasurer $670,765 Mixed 25 Feb 2026

Recent insider transactions for CARRIAGE SERVICES INC

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Julie Sanders CSV Common Stock Award 4.87% 208 4,481 30 Jun 2026 Direct
Edmondo Robinson CSV Common Stock Award 16.4% 664 4,711 30 Jun 2026 Direct
Somer Webb CSV Common Stock Award 5.8% 612 11,163 30 Jun 2026 Direct
Greg M. Brudnicki CSV Common Stock Award 0.45% 130 29,033 30 Jun 2026 Direct
Edmondo Robinson CSV Common Stock Award 16% 557 4,047 31 Mar 2026 Direct
Julie Sanders CSV Common Stock Award 4.24% 174 4,273 31 Mar 2026 Direct
Somer Webb CSV Common Stock Award 5.4% 541 10,551 31 Mar 2026 Direct
Greg M. Brudnicki CSV Common Stock Award 0.38% 109 28,903 31 Mar 2026 Direct
Carlos R. Quezada CSV Common Stock Award 23% 20,417 109,110 25 Feb 2026 Direct
Carlos R. Quezada CSV Performance Award Award 20,417 20,417 25 Feb 2026 Direct
Rob Paul Franch CSV Common Stock Award 32.3% 6,210 25,454 25 Feb 2026 Direct
Rob Paul Franch CSV Performance Award Award 6,210 6,210 25 Feb 2026 Direct
John Enwright CSV Common Stock Award 126.8% 8,507 15,217 25 Feb 2026 Direct
John Enwright CSV Peformance Award Award 8,507 8,507 25 Feb 2026 Direct
Kathryn Shanley CSV Common Stock Award 107.1% 6,006 11,616 25 Feb 2026 Direct
Kathryn Shanley CSV Performance Award Award 6,006 6,006 25 Feb 2026 Direct
Shane Pudenz CSV Common Stock Award 47.7% 6,210 19,223 25 Feb 2026 Direct
Shane Pudenz CSV Performance Award Award 6,210 6,210 25 Feb 2026 Direct
Sam A. Mazzu III CSV Common Stock Award 23.4% 1,559 8,219 25 Feb 2026 Direct
Sam A. Mazzu III CSV Performance Award Award 1,559 1,559 25 Feb 2026 Direct
Steven D. Metzger CSV Common Stock Award 19.1% 13,398 83,634 25 Feb 2026 Direct
Steven D. Metzger CSV Performance Award Award 13,398 13,398 25 Feb 2026 Direct
Steven D. Metzger CSV Common Stock Tax liability -1.38% -983 70,236 22 Feb 2026 Direct
Rob Paul Franch CSV Common Stock Tax liability -2.97% -589 19,244 22 Feb 2026 Direct
Carlos R. Quezada CSV Common Stock Tax liability -1.31% -1,180 88,693 22 Feb 2026 Direct
Shane Pudenz CSV Common Stock Tax liability -3.43% -462 13,013 22 Feb 2026 Direct
Sam A. Mazzu III CSV Common Stock Tax liability -2% -136 6,660 22 Feb 2026 Direct
Steven D. Metzger CSV Common Stock Tax liability -2.39% -1,741 71,219 21 Feb 2026 Direct
Rob Paul Franch CSV Common Stock Tax liability -4.2% -869 19,833 21 Feb 2026 Direct
Carlos R. Quezada CSV Common Stock Tax liability -2.87% -2,651 89,873 21 Feb 2026 Direct
Shane Pudenz CSV Common Stock Tax liability -5.5% -784 13,475 21 Feb 2026 Direct
Sam A. Mazzu III CSV Common Stock Tax liability -1.58% -109 6,796 21 Feb 2026 Direct
Carlos R. Quezada CSV Common Stock Tax liability -1.73% -1,627 92,524 19 Feb 2026 Direct
Steven D. Metzger CSV Common Stock Tax liability -1.55% -1,150 72,960 19 Feb 2026 Direct
Rob Paul Franch CSV Common Stock Tax liability -3.14% -671 20,702 19 Feb 2026 Direct
John Enwright CSV Common Stock Tax liability -12.6% -963 6,710 19 Feb 2026 Direct
Sam A. Mazzu III CSV Common Stock Tax liability -2.32% -164 6,905 19 Feb 2026 Direct
Shane Pudenz CSV Common Stock Tax liability -4.49% -671 14,259 19 Feb 2026 Direct
Kathryn Shanley CSV Common Stock Tax liability -9.28% -579 5,663 19 Feb 2026 Direct
Greg M. Brudnicki CSV Common Stock Award 0.41% 118 28,794 31 Dec 2025 Direct
Somer Webb CSV Common Stock Award 6.2% 584 10,010 31 Dec 2025 Direct
Julie Sanders CSV Common Stock Award 4.81% 188 4,099 31 Dec 2025 Direct
Edmondo Robinson CSV Common Stock Award 20.8% 601 3,490 31 Dec 2025 Direct
Carlos R. Quezada CSV Common Stock Sale -4.32% $196,095 $46.14 -4,250 94,151 07 Oct 2025 Direct
Greg M. Brudnicki CSV Common Stock Award 0.39% 112 28,676 30 Sep 2025 Direct
Somer Webb CSV Common Stock Award 6.26% 555 9,426 30 Sep 2025 Direct
Julie Sanders CSV Common Stock Award 4.8% 179 3,911 30 Sep 2025 Direct
Edmondo Robinson CSV Common Stock Award 24.7% 572 2,889 30 Sep 2025 Direct
Shane Pudenz CSV Common Stock Sale -46.6% $577,891 $44.36 -13,027 14,930 27 Aug 2025 Direct
* marks a reported price that did not pass the local price check.
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