Key facts
- CSV - CARRIAGE SERVICES INC has 27 insiders with reported activity on this page.
- Net insider value flow over the last year: -$1,065,640.
- Recent transaction rows are available for direct filing-level review.
Insider Transactions Reported by 27 Insiders of CARRIAGE SERVICES INC
- Symbol
- CSV on NYSE
- Location
- Houston, TX
Change
- Buy value: ; sell value: $1,065,639.
- Net share flow: -23,528.
Research use
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsNet insider flow leans to selling over the last 12 months. Net value: -$1,065,640.
Buys
$0
Shares: 0
Insiders: 0
Sells
$1,065,640
Shares: 23,528
Insiders: 3
Net
-$1,065,640
Shares: -23,528
Insiders: -3
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 17,277 | $0 | $773,986 | -$773,986 |
| 9-12 | 0 | 6,251 | $0 | $291,654 | -$291,654 |
CARRIAGE SERVICES INC executives and other stock owners filed with the SEC include:
| 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 | -$397,333 | -7.6% | 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 | -$90,416 | -2.4% | 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 | $1,222,596 | Mixed | 31 Mar 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 | ||
| James Raymond Schenck | Director | $613,895 | Mixed | 30 Jun 2021 | ||
| Kathryn Shanley | Chief Accounting Officer | $512,033 | Mixed | 25 Feb 2026 | ||
| Somer Webb | Director | $446,307 | Mixed | 31 Mar 2026 | ||
| Sam A. Mazzu III | VP, GC & Secretary | $362,293 | Mixed | 25 Feb 2026 | ||
| Achille Messac | Director | $319,728 | Mixed | 31 Mar 2023 | ||
| Julie Sanders | Director | $180,747 | Mixed | 31 Mar 2026 | ||
| Edmondo Robinson | Director | $171,188 | Mixed | 31 Mar 2026 |
Top shareholders of CARRIAGE SERVICES INC (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: 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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| FMR LLC |
13F
13D/G
|
Company |
14%
from 13D/G
|
2,379,146
|
$108,631,823 | — | 31 Mar 2026 | |
| VINEYARD CAPITAL PARTNERS, L.L.C. |
13D/G
|
— |
7.1%
|
1,100,000
|
$46,530,000 | $0 | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
13D/G
|
Company |
2.7%
from 13D/G
|
516,061
|
$23,563,346 | — | 31 Mar 2026 | |
| Greg M. Brudnicki |
3/4/5
|
Board Advisor |
0.19%
|
28,903
|
$1,222,596 | — | 31 Mar 2026 | |
| Somer Webb |
3/4/5
|
Director |
0.07%
|
10,551
|
$446,307 | — | 31 Mar 2026 | |
| Julie Sanders |
3/4/5
|
Director |
0.03%
|
4,273
|
$180,747 | — | 31 Mar 2026 | |
| Edmondo Robinson |
3/4/5
|
Director |
0.03%
|
4,047
|
$171,188 | — | 31 Mar 2026 | |
| BlackRock, Inc. |
13F
|
Company |
6.6%
|
1,021,118
|
$46,624,253 | — | 31 Mar 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
|
Company |
4.1%
|
638,118
|
$29,136,468 | — | 31 Mar 2026 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.9%
|
610,346
|
$27,867,146 | — | 31 Mar 2026 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
3.5%
|
546,727
|
$24,964,000 | — | 31 Mar 2026 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
2.8%
|
427,900
|
$19,537,914 | — | 31 Mar 2026 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
2.4%
|
364,755
|
$16,654,713 | — | 31 Mar 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.3%
|
355,906
|
$16,255,453 | — | 31 Mar 2026 | |
| STATE STREET CORP |
13F
|
Company |
2%
|
307,732
|
$14,051,043 | — | 31 Mar 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
|
Company |
1.9%
|
287,352
|
$13,120,492 | — | 31 Mar 2026 | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
1.7%
|
263,750
|
$12,042,836 | — | 31 Mar 2026 | |
| Polar Asset Management Partners Inc. |
13F
|
Company |
1.6%
|
254,268
|
$11,609,877 | — | 31 Mar 2026 | |
| De Lisle Partners LLP |
13F
|
Company |
1.5%
|
236,092
|
$10,765,795 | — | 31 Mar 2026 | |
| Boston Partners |
13F
|
Company |
1.3%
|
208,850
|
$9,536,090 | — | 31 Mar 2026 | |
| HEARTLAND ADVISORS INC |
13F
|
Company |
1.3%
|
207,300
|
$9,465,318 | — | 31 Mar 2026 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
1.1%
|
172,323
|
$7,869,000 | — | 31 Mar 2026 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.96%
|
148,208
|
$6,767,177 | — | 31 Mar 2026 | |
| RBF Capital, LLC |
13F
|
Company |
0.93%
|
143,430
|
$6,549,014 | — | 31 Mar 2026 | |
| MORGAN STANLEY |
13F
|
Company |
0.87%
|
135,063
|
$6,166,987 | — | 31 Mar 2026 | |
| NICHOLAS COMPANY, INC. |
13F
|
Company |
0.86%
|
132,625
|
$6,055,658 | — | 31 Mar 2026 | |
| Manatuck Hill Partners, LLC |
13F
|
Company |
0.82%
|
127,000
|
$5,798,820 | — | 31 Mar 2026 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.81%
|
125,060
|
$5,710,240 | — | 31 Mar 2026 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.8%
|
124,273
|
$5,676,000 | — | 31 Mar 2026 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.79%
|
123,165
|
$5,521,487 | — | 31 Mar 2026 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.74%
|
114,346
|
$5,221,044 | — | 31 Mar 2026 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.74%
|
114,174
|
$5,213,185 | — | 31 Mar 2026 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.73%
|
113,524
|
$5,183,506 | — | 31 Mar 2026 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.73%
|
112,532
|
$5,138,210 | — | 31 Mar 2026 | |
| VANGUARD FIDUCIARY TRUST CO |
13F
|
Company |
0.71%
|
109,606
|
$5,004,610 | — | 31 Mar 2026 | |
| REGIONS FINANCIAL CORP |
13F
|
Company |
0.71%
|
109,384
|
$4,994,473 | — | 31 Mar 2026 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.64%
|
99,403
|
$4,538,741 | — | 31 Mar 2026 | |
| BARD ASSOCIATES INC |
13F
|
Company |
0.64%
|
98,525
|
$4,498,652 | — | 31 Mar 2026 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.59%
|
91,668
|
$4,185,561 | — | 31 Mar 2026 | |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
13F
|
Individual |
0.58%
|
89,477
|
$4,085,520 | — | 31 Mar 2026 | |
| SEIZERT CAPITAL PARTNERS, LLC |
13F
|
Company |
0.56%
|
86,417
|
$3,945,800 | — | 31 Mar 2026 | |
| Swedbank AB |
13F
|
Company |
0.53%
|
82,200
|
$3,753,252 | — | 31 Mar 2026 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.51%
|
79,005
|
$3,607,368 | — | 31 Mar 2026 | |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC |
13F
|
Company |
0.5%
|
76,905
|
$3,511,000 | — | 31 Mar 2026 | |
| JB CAPITAL PARTNERS LP |
13F
|
Company |
0.46%
|
71,007
|
$3,235,079 | — | 31 Mar 2026 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
0.44%
|
68,293
|
$3,118,258 | — | 31 Mar 2026 | |
| LPL Financial LLC |
13F
|
Company |
0.41%
|
63,761
|
$2,911,305 | — | 31 Mar 2026 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.32%
|
50,199
|
$2,292,086 | — | 31 Mar 2026 | |
| CREDIT AGRICOLE S A |
13F
|
Individual |
0.3%
|
46,926
|
$2,142,641 | — | 31 Mar 2026 | |
| Trexquant Investment LP |
13F
|
Company |
0.3%
|
46,017
|
$2,101,136 | — | 31 Mar 2026 |
Recent Insider Transactions by Companies or Individuals for CARRIAGE SERVICES INC
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Carlos R. Quezada | CSV | Common Stock | Sale | -4.14% | $201,238 | $47.35 | -4,250 | 98,333 | 07 Aug 2025 | Direct |
| Steven D. Metzger | CSV | Common Stock | Sale | -0.47% | $16,279 | $46.78 | -348 | 73,896 | 07 Jul 2025 | Direct |
| Greg M. Brudnicki | CSV | Common Stock | Award | 0.38% | 109 | 28,564 | 30 Jun 2025 | Direct | ||
| Somer Webb | CSV | Common Stock | Award | 6.48% | 540 | 8,871 | 30 Jun 2025 | Direct | ||
| Julie Sanders | CSV | Common Stock | Award | 4.86% | 173 | 3,732 | 30 Jun 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.