Carriage Services Inc
CSVFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Carriage Services Inc Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Apr 2, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Aventura Private Wealth, LLC | 2026-03-31 | 4 | $183 | SEC filing |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2026-03-31 | 113,524 | $5.18M | SEC filing |
| Linden Thomas Advisory Services, LLC | 2026-03-31 | 42,058 | $1.92M | SEC filing |
| BARD ASSOCIATES INC | 2026-03-31 | 98,525 | $4.5M | SEC filing |
| NICHOLAS COMPANY, INC. | 2026-03-31 | 132,625 | $6.06M | SEC filing |
| State of Alaska, Department of Revenue | 2026-03-31 | 834 | Not shown | SEC filing |
| RBF Capital, LLC | 2026-03-31 | 143,430 | $6.55M | SEC filing |
| HSBC HOLDINGS PLC | 2026-03-31 | 7,051 | $323K | SEC filing |
| Campbell & CO Investment Adviser LLC | 2026-03-31 | 13,567 | $619K | SEC filing |
| TWO SIGMA INVESTMENTS, LP | 2026-03-31 | 364,755 | $16.7M | SEC filing |
| PANAGORA ASSET MANAGEMENT INC | 2026-03-31 | 21,927 | $1M | SEC filing |
| Hillsdale Investment Management Inc. | 2026-03-31 | 5,700 | $260K | SEC filing |
| Russell Investments Group, Ltd. | 2026-03-31 | 2,811 | $128K | SEC filing |
| BANK OF AMERICA CORP /DE/ | 2026-03-31 | 32,976 | $1.51M | SEC filing |
| XTX Topco Ltd | 2026-03-31 | 23,041 | $1.05M | SEC filing |
| North Star Investment Management Corp. | 2026-03-31 | 40,000 | $1.83M | SEC filing |
| WHITTIER TRUST CO | 2026-03-31 | 600 | $27.4K | SEC filing |
| Trexquant Investment LP | 2026-03-31 | 46,017 | $2.1M | SEC filing |
| Invesco Ltd. | 2026-03-31 | 26,984 | $1.23M | SEC filing |
| Ameritas Investment Partners, Inc. | 2026-03-31 | 1,187 | $54.2K | SEC filing |
- Each value is checked against Carriage Services Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Carriage Services Inc's share price.
120 filers have only one report here.
Independent insiders buying near the same time
- 2022-12-14–2022-12-20: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2022-08-04–2022-08-08: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-10-07 | Quezada Carlos R. · CEO | Common Stock | S — Open market or private sale | −4,250 | 46.14 | SEC filing |
| 2025-08-27 | Pudenz Shane · Other | Common Stock | S — Open market or private sale | −13,027 | 44.36 | SEC filing |
| 2025-08-07 | Quezada Carlos R. · CEO | Common Stock | S — Open market or private sale | −4,250 | 47.35 | SEC filing |
| 2025-07-07 | Metzger Steven D · President | Common Stock | S — Open market or private sale | −348 | 46.78 | SEC filing |
| 2025-06-09 | Metzger Steven D · President | Common Stock | S — Open market or private sale | −1,653 | 44.85 | SEC filing |
| 2025-05-07 | Quezada Carlos R. · CEO | Common Stock | S — Open market or private sale | −4,357 | 40.61 | SEC filing |
| 2025-05-07 | Metzger Steven D · President | Common Stock | S — Open market or private sale | −3,000 | 40.60 | SEC filing |
| 2025-04-29 | Quezada Carlos R. · CEO | Common Stock | S — Open market or private sale | −958 | 40.02 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-03-31 | BRUDNICKI GREG M · Other | Common Stock | A — Grant, award, or other acquisition | +109 | SEC filing |
| 2026-03-31 | Robinson Edmondo · Director | Common Stock | A — Grant, award, or other acquisition | +557 | SEC filing |
| 2026-03-31 | Sanders Julie · Director | Common Stock | A — Grant, award, or other acquisition | +174 | SEC filing |
| 2026-03-31 | Webb Somer · Director | Common Stock | A — Grant, award, or other acquisition | +541 | SEC filing |
| 2026-02-25 | Quezada Carlos R. · CEO | Common Stock | A — Grant, award, or other acquisition | +20,417 | SEC filing |
| 2026-02-25 | Shanley Kathryn · Chief Accounting Officer | Performance Award | A — Grant, award, or other acquisition | +6,006 | SEC filing |
| 2026-02-25 | Shanley Kathryn · Chief Accounting Officer | Common Stock | A — Grant, award, or other acquisition | +6,006 | SEC filing |
| 2026-02-25 | Metzger Steven D · President & COO | Common Stock | A — Grant, award, or other acquisition | +13,398 | SEC filing |
Showing 8 of 32 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.