CARRIAGE SERVICES INC
Total Trades
60
Buys
13
Sells
34
Largest Trade
$1M+
Insiders
14
Institutional Funds
117
Inst. Value
$1M+
Activist Filings
17
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Pudenz Shane | Insider | SELL | $500K+ | 13K | $44.36 | Aug 29, 2025 |
| Metzger Steven D | President | SELL | $15K–$50K | 348 | $46.78 | Jul 9, 2025 |
| Metzger Steven D | President | SELL | $50K–$100K | 2K | $44.85 | Jun 11, 2025 |
| Metzger Steven D | President | SELL | $100K–$500K | 3K | $40.60 | May 8, 2025 |
| Quezada Carlos R. | CEO | SELL | $100K–$500K | 4K | $40.61 | May 8, 2025 |
| Quezada Carlos R. | CEO | SELL | $100K–$500K | 3K | $40.02 | Apr 29, 2025 |
| Metzger Steven D | President | SELL | $50K–$100K | 2K | $40.01 | Apr 29, 2025 |
| Quezada Carlos R. | CEO | SELL | $50K–$100K | 1K | $40.12 | Apr 26, 2025 |
| Metzger Steven D | President | SELL | $100K–$500K | 4K | $40.09 | Apr 26, 2025 |
| Phillips Shawn R | Insider | EXERCISE | $500K+ | 26K | $25.30 | Nov 25, 2024 |
| Phillips Shawn R | Insider | SELL | $100K–$500K | 5K | $38.96 | Nov 25, 2024 |
| Elliott Paul Donald | Insider | SELL | $100K–$500K | 5K | $37.78 | Nov 6, 2024 |
| Fargason Charles | Director | BUY | $50K–$100K | 3K | $31.43 | Aug 23, 2024 |
| Pudenz Shane | SVP of Sales and M… | SELL | $15K–$50K | 1K | $27.30 | Jun 27, 2024 |
| GRANMAYEH LANCE KIAN | EVP | SELL | $50K–$100K | 3K | $29.31 | Jun 13, 2024 |
| Fargason Charles | Director | BUY | $100K–$500K | 4K | $28.23 | Jun 11, 2024 |
| Elliott Paul Donald | Insider | SELL | $100K–$500K | 7K | $25.87 | Mar 21, 2024 |
| Fargason Charles | Director | BUY | $100K–$500K | 6K | $25.58 | Mar 20, 2024 |
| Pape Robbie | Insider | GRANT | $100K–$500K | 11K | $24.48 | Feb 24, 2024 |
| Pape Robbie | Insider | SELL | $15K–$50K | 831 | $25.58 | Feb 24, 2024 |
| Franch Rob Paul | Chief Information … | SELL | $15K–$50K | 831 | $25.58 | Feb 24, 2024 |
| Franch Rob Paul | Chief Information … | GRANT | $100K–$500K | 11K | $24.48 | Feb 24, 2024 |
| Schappaugh Peggy | VP of Operations &… | GRANT | $100K–$500K | 10K | $24.48 | Feb 24, 2024 |
| Schappaugh Peggy | VP of Operations &… | SELL | $15K–$50K | 714 | $25.58 | Feb 24, 2024 |
| Elliott Paul Donald | Insider | SELL | $15K–$50K | 855 | $25.58 | Feb 24, 2024 |
| Elliott Paul Donald | Insider | GRANT | $100K–$500K | 11K | $24.48 | Feb 24, 2024 |
| Quezada Carlos R. | President & COO | GRANT | $500K+ | 33K | $24.48 | Feb 24, 2024 |
| Quezada Carlos R. | President & COO | SELL | $15K–$50K | 2K | $25.58 | Feb 24, 2024 |
| Olaniyan Adeola | Insider | SELL | $1K–$15K | 463 | $25.58 | Feb 24, 2024 |
| Olaniyan Adeola | Insider | GRANT | $15K–$50K | 2K | $24.48 | Feb 24, 2024 |
| Pudenz Shane | VP of Sales and Ma… | SELL | $15K–$50K | 653 | $25.58 | Feb 24, 2024 |
| Pudenz Shane | VP of Sales and Ma… | GRANT | $100K–$500K | 10K | $24.48 | Feb 24, 2024 |
| PAYNE MELVIN C | Director | SELL | $50K–$100K | 4K | $25.58 | Feb 24, 2024 |
| Phillips Shawn R | Insider | GRANT | $100K–$500K | 11K | $24.48 | Feb 24, 2024 |
| Phillips Shawn R | Insider | SELL | $15K–$50K | 855 | $25.58 | Feb 24, 2024 |
| Metzger Steven D | EVP & General Coun… | GRANT | $500K+ | 21K | $24.48 | Feb 24, 2024 |
| Metzger Steven D | EVP & General Coun… | SELL | $15K–$50K | 1K | $25.58 | Feb 24, 2024 |
| PAYNE MELVIN C | CEO | SELL | $1M+ | 50K | $27.47 | Jun 14, 2023 |
| Elliott Paul Donald | Insider | SELL | $100K–$500K | 4K | $27.78 | May 25, 2023 |
| Elliott Paul Donald | Insider | EXERCISE | $100K–$500K | 17K | $20.06 | May 25, 2023 |
| Pudenz Shane | VP of Sales and Ma… | SELL | $1K–$15K | 216 | $28.04 | May 22, 2023 |
| Pudenz Shane | VP of Sales and Ma… | SELL | $1K–$15K | 99 | $27.65 | May 11, 2023 |
| Patteson Donald Douglas Jr | Director | BUY | $15K–$50K | 1K | $27.50 | Jan 3, 2023 |
| Pudenz Shane | VP of Sales and Ma… | SELL | $1K–$15K | 124 | $27.52 | Dec 30, 2022 |
| Olaniyan Adeola | Insider | SELL | $1K–$15K | 500 | $27.50 | Dec 30, 2022 |
| Olaniyan Adeola | Insider | SELL | $15K–$50K | 1K | $26.99 | Dec 20, 2022 |
| Metzger Steven D | EVP & General Coun… | BUY | $15K–$50K | 1K | $26.98 | Dec 20, 2022 |
| Brink Carl Benjamin | CFO | BUY | $100K–$500K | 4K | $25.85 | Dec 15, 2022 |
| Quezada Carlos R. | President & COO | BUY | $50K–$100K | 2K | $25.14 | Dec 15, 2022 |
| Patteson Donald Douglas Jr | Director | BUY | $15K–$50K | 1K | $36.50 | Sep 1, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 117 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| LSV ASSET MANAGEMENT | 566K | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 561K | $1M+ | SH |
| RENAISSANCE TECHNOLOGIES LLC | 452K | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 337K | $1M+ | SH |
| STATE STREET CORP | 311K | $1M+ | SH |
| De Lisle Partners LLP | 236K | $1M+ | SH |
| HEARTLAND ADVISORS INC | 207K | $1M+ | SH |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 139K | $1M+ | SH |
| NICHOLAS COMPANY, INC. | 133K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 128K | $1M+ | SH |
| KENNEDY CAPITAL MANAGEMENT LLC | 112K | $1M+ | SH |
| Allspring Global Investments Holdings, LLC | 106K | $1M+ | SH |
| REGIONS FINANCIAL CORP | 105K | $1M+ | SH |
| BARD ASSOCIATES INC | 100K | $1M+ | SH |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89K | $1M+ | SH |
| Bank of New York Mellon Corp | 88K | $1M+ | SH |
| SEIZERT CAPITAL PARTNERS, LLC | 86K | $1M+ | SH |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 77K | $1M+ | SH |
| JB CAPITAL PARTNERS LP | 71K | $1M+ | SH |
| LPL Financial LLC | 63K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
VINEYARD CAPITAL PARTNERS, L.L.C.
SC 13G · Feb 12, 2026
7.1%
1.1M shares
SC 13G/A · May 15, 2025
2.7%
424K shares
SC 13G/A · May 12, 2025
14.1%
2.2M shares
SC 13G · Mar 7, 2025
12.1%
1.8M shares
Ameriprise Financial, Inc. IRS No. 13-3180631
SC 13G/A · Sep 10, 2024
10.2%
1.5M shares
Vineyard Capital Partners, L.L.C.
SC 13G · Aug 7, 2024
5.1%
775K shares
Ameriprise Financial, Inc. IRS No. 13-3180631
SC 13G/A · Feb 14, 2024
8.8%
1.3M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
6.0%
899K shares
Renaissance Technologies LLC 26-0385758
SC 13G/A · Feb 13, 2024
4.0%
594K shares
SC 13G/A · Jan 26, 2024
7.1%
1.1M shares
Ameriprise Financial, Inc. IRS No. 13-3180631
SC 13G/A · Feb 14, 2023
7.4%
1.1M shares
Renaissance Technologies LLC 26-0385758
SC 13G/A · Feb 13, 2023
5.0%
740K shares
Dimensional Fund Advisors LP 30-0447847
SC 13G/A · Feb 10, 2023
6.2%
917K shares
SC 13G/A · Jan 31, 2023
6.7%
989K shares
Ameriprise Financial, Inc. IRS No. 13-3180631
SC 13G/A · Feb 14, 2022
6.3%
1.1M shares
Renaissance Technologies LLC 26-0385758
SC 13G/A · Feb 11, 2022
5.3%
881K shares
SC 13G/A · Feb 1, 2022
6.9%
1.1M shares