CSV Insider Trading
Carriage Services Inc. | Services-Personal Services
Comprehensive Trading Performance Summary
The investment history of corporate insiders at Carriage Services Inc. provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Services-Personal Services sector.
Transactions on Chart
Open Full Chart| Filing Date | Trade Date | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|
| 2022-05-23 23:17 | 2022-05-20 | Quezada Carlos R. | Officer - President & COO | BUY | $37.93 | 1,500 | $56,895 | 6,967 | +27.4% |
| 2022-03-30 00:20 | 2022-03-25 | Olaniyan Adeola | Other | OPT+S | $54.66 | 595 | $32,523 | 7,730 | 0.0% |
| 2022-03-10 02:00 | 2022-03-07 | Phillips Shawn R | Other | OPT+S | $51.16 | 1,201 | $61,443 | 101,828 | 0.0% |
| 2022-02-24 04:26 | 2022-02-20 | Olaniyan Adeola | Other | SELL | $49.49 | 526 | $26,032 | 6,492 | -7.5% |
| 2021-12-17 01:49 | 2021-12-14 | Manceaux Christopher | Other | OPT+S | $55.96 | 994 | $55,625 | 13,220 | 0.0% |
| 2021-12-04 02:11 | 2021-12-03 | Brink Carl Benjamin | Officer - EVP & Chief Financial Officer | OPT+S | $52.84 | 2,000 | $105,680 | 23,686 | 0.0% |
| 2021-12-02 00:40 | 2021-11-30 | PAYNE MELVIN C | Director, Officer - CEO | OPT+S | $51.34 | 26,773 | $1,374,614 | 1,252,044 | 0.0% |
| 2021-09-03 23:19 | 2021-09-01 | Quezada Carlos R. | Officer - EVP & Chief Operating Officer | OPT+S | $47.45 | 4,010 | $190,275 | 4,699 | 0.0% |
| 2021-09-03 23:18 | 2021-09-02 | Olaniyan Adeola | Other | SELL | $48.40 | 376 | $18,198 | 6,600 | -5.4% |
| 2021-08-13 23:23 | 2021-08-13 | Leibman Bryan | Director | BUY | $39.25 | 3,000 | $117,750 | 34,067 | +9.7% |
| 2021-08-11 00:52 | 2021-08-06 | Elliott Paul Donald | Other | OPT+S | $37.05 | 5,119 | $189,659 | 25,350 | 0.0% |
| 2021-08-11 00:51 | 2021-08-09 | Metzger Steven D | Officer - EVP & General Counsel | BUY | $36.98 | 1,000 | $36,980 | 7,296 | +15.9% |
| 2021-06-30 23:28 | 2021-06-28 | Phillips Shawn R | Other | SELL | $36.54 | 2,500 | $91,350 | 101,557 | -2.4% |
| 2021-06-24 23:34 | 2021-06-23 | Phillips Shawn R | Other | OPT+S | $36.48 | 32,198 | $1,174,583 | 104,057 | 0.0% |
| 2021-06-21 23:37 | 2021-06-18 | Quezada Carlos R. | Officer - EVP & Chief Operating Officer | BUY | $36.97 | 1,000 | $36,970 | 4,699 | +27.0% |
| 2021-06-10 23:15 | 2021-06-10 | Metzger Steven D | Officer - Chief Administration Officer | BUY | $38.19 | 1,000 | $38,190 | 6,021 | +19.9% |
| 2021-06-04 02:11 | 2021-06-03 | Quezada Carlos R. | Officer - Chief Operating Officer | BUY | $37.47 | 1,000 | $37,470 | 3,699 | +37.1% |
| 2021-05-20 02:06 | 2021-05-19 | Quezada Carlos R. | Officer - VP of Cemetery Sales/Marketing | BUY | $37.07 | 1,000 | $37,070 | 2,699 | +58.9% |
| 2021-03-23 23:52 | 2021-03-23 | Manceaux Christopher | Other | BUY | $35.86 | 842 | $30,194 | 10,496 | +8.7% |
| 2021-03-19 01:00 | 2021-03-18 | Phillips Shawn R | Other | BUY | $36.20 | 1,000 | $36,200 | 78,553 | +1.3% |
| 2021-03-17 00:52 | 2021-03-15 | Schappaugh Peggy | Officer - VP of Operations & Acquistions | BUY | $35.86 | 500 | $17,930 | 18,592 | +2.8% |
| 2021-03-06 00:21 | 2021-03-04 | FINGERHUT BARRY K | Director | BUY | $33.78 | 3,000 | $101,340 | 21,104 | +16.6% |
| 2021-03-06 00:21 | 2021-03-05 | Metzger Steven D | Other | BUY | $33.50 | 1,000 | $33,500 | 4,708 | +27.0% |
| 2021-03-03 05:04 | 2021-02-24 | Quezada Carlos R. | Officer - VP of Cemetery Sales/Marketing | BUY | $33.71 | 750 | $25,283 | 1,425 | +111.1% |
| 2021-02-24 02:00 | 2021-02-20 | Olaniyan Adeola | Other | SELL | $34.46 | 478 | $16,472 | 5,478 | -8.0% |
| 2021-02-18 05:44 | 2021-02-14 | Olaniyan Adeola | Other | SELL | $36.58 | 421 | $15,400 | 5,948 | -6.6% |
| 2021-02-18 05:44 | 2021-02-14 | Elliott Paul Donald | Other | SELL | $36.58 | 579 | $21,180 | 24,895 | -2.3% |
| 2021-02-18 05:43 | 2021-02-14 | Manceaux Christopher | Other | SELL | $36.58 | 189 | $6,914 | 9,654 | -1.9% |
| 2021-02-18 05:43 | 2021-02-14 | Blinderman Viki K | Officer - Principal Financial Officer | SELL | $36.58 | 394 | $14,413 | 14,225 | -2.7% |
| 2021-02-18 05:42 | 2021-02-14 | PAYNE MELVIN C | Director, Officer - CEO | SELL | $36.58 | 1,804 | $65,990 | 1,240,347 | -0.1% |
| 2021-02-18 05:42 | 2021-02-14 | Schappaugh Peggy | Officer - VP of Operations & Acquistions | SELL | $36.58 | 148 | $5,414 | 18,092 | -0.8% |
| 2021-02-18 05:19 | 2021-02-14 | Brink Carl Benjamin | Officer - Chief Financial Officer | SELL | $36.58 | 394 | $14,413 | 19,282 | -2.0% |
| 2021-02-18 05:18 | 2021-02-14 | Phillips Shawn R | Other | SELL | $36.58 | 701 | $25,643 | 77,553 | -0.9% |
| 2021-01-05 00:25 | 2020-12-30 | Schenck James Raymond | Director | BUY | $31.08 | 1,000 | $31,080 | 21,856 | +4.8% |
| 2020-12-18 02:01 | 2020-12-16 | Elliott Paul Donald | Other | OPT+S | $29.12 | 1,217 | $35,439 | 25,474 | 0.0% |
| 2020-12-16 02:51 | 2020-12-11 | Elliott Paul Donald | Other | OPT+S | $29.61 | 2,116 | $62,663 | 25,474 | 0.0% |
| 2020-12-15 00:34 | 2020-12-11 | Phillips Shawn R | Other | BUY | $31.00 | 500 | $15,500 | 78,213 | +0.6% |
| 2020-12-10 01:55 | 2020-12-09 | PAYNE MELVIN C | Director, Officer - CEO | BUY | $30.02 | 29,000 | $870,580 | 1,269,409 | +2.3% |
| 2020-09-14 23:14 | 2020-09-11 | Loeffel Michael | Other | BUY | $20.89 | 2,500 | $52,225 | 22,812 | +12.3% |
| 2020-06-10 00:05 | 2020-06-09 | Brink Carl Benjamin | Officer - Chief Financial Officer | BUY | $20.01 | 1,000 | $20,010 | 18,700 | +5.6% |
| 2020-06-02 23:28 | 2020-05-29 | Loeffel Michael | Other | BUY | $18.41 | 2,725 | $50,165 | 20,312 | +15.5% |
| 2020-06-02 23:27 | 2020-05-29 | Brink Carl Benjamin | Officer - Chief Financial Officer | BUY | $18.33 | 2,000 | $36,660 | 4,576 | +77.6% |
| 2020-04-01 01:45 | 2020-03-27 | Patteson Donald Douglas Jr | Director | BUY | $15.62 | 1,000 | $15,619 | 56,710 | +1.8% |
| 2020-04-01 01:43 | 2020-03-27 | Schenck James Raymond | Director | BUY | $15.11 | 3,000 | $45,330 | 14,989 | +25.0% |
| 2020-04-01 01:42 | 2020-03-27 | Loeffel Michael | Other | BUY | $15.62 | 3,500 | $54,683 | 17,178 | +25.6% |
| 2020-03-28 00:46 | 2020-03-27 | Olaniyan Adeola | Other | BUY | $13.75 | 316 | $4,345 | 5,850 | +5.7% |
| 2020-03-26 00:22 | 2020-03-23 | PAYNE MELVIN C | Director, Officer - CEO | SELL | $14.97 | 25,632 | $383,711 | 1,231,167 | -2.0% |
| 2020-03-18 01:10 | 2020-03-13 | Blinderman Viki K | Officer - Principal Financial Officer | BUY | $16.87 | 1,500 | $25,305 | 13,993 | +12.0% |
| 2020-03-18 01:05 | 2020-03-16 | Olaniyan Adeola | Other | BUY | $14.00 | 68 | $952 | 5,534 | +1.2% |
| 2020-03-18 00:57 | 2020-03-13 | Metzger Steven D | Other | BUY | $16.83 | 600 | $10,098 | 2,732 | +28.1% |
How to Interpret $CSV Trades
Not every insider transaction in Carriage Services Inc. is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $CSV shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.
Data Source & Accuracy for CSV
Insider activity data for Carriage Services Inc. is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $CSV, allowing you to follow the capital of those with the most intimate knowledge of the company.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.