As of March 23, 2026, Carriage Services's top three insider holders are Melvin C Payne (Director, 1.13Mn shares), Shawn R Phillips (Other, 113.84K shares), Carlos R. Quezada (Ceo, 109.11K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Melvin C Payne | 1,129,809 | 0 | 23 Feb, 2024 | |
| Shawn R Phillips | 113,843 | 0 | 25 Feb, 2025 | |
| Carlos R. Quezada | Ceo | 109,110 | 0 | 27 Feb, 2026 |
| Steven D Metzger | President Coo | 83,634 | 0 | 27 Feb, 2026 |
| Donald Douglas Jr Patteson | 63,279 | 0 | 01 Sep, 2022 | |
| Carl Benjamin Brink | 63,240 | 0 | 03 Apr, 2023 | |
| Paul Donald Elliott | 61,718 | 0 | 25 Feb, 2025 | |
| Peggy Schappaugh | 36,861 | 0 | 20 Mar, 2024 | |
| Bryan Leibman | 35,807 | 0 | 05 Jul, 2022 | |
| Douglas B. Meehan | 34,951 | 0 | 03 Jan, 2025 | |
| Greg M Brudnicki | 28,794 | 0 | 05 Jan, 2026 | |
| Lance Kian Granmayeh | Evp, Cfo And Treasurer | 27,880 | 0 | 13 Jun, 2024 |
| Barry K Fingerhut | 27,666 | 0 | 04 Apr, 2023 | |
| Charles Fargason | 25,926 | 0 | 21 Oct, 2024 | |
| Rob Paul Franch | Chief Information Officer | 25,454 | 0 | 27 Feb, 2026 |
| James Raymond Schenck | 24,546 | 0 | 30 Jun, 2021 | |
| Shane Pudenz | 19,223 | 0 | 27 Feb, 2026 | |
| Robbie Pape | 18,344 | 0 | 20 Mar, 2024 | |
| John Enwright | Svp, Cfo And Treasurer | 15,217 | 0 | 27 Feb, 2026 |
| Christopher Manceaux | 13,220 | 0 | 16 Dec, 2021 | |
| Achille Messac | 12,784 | 0 | 04 Apr, 2023 | |
| Kathryn Shanley | Chief Accounting Officer | 11,616 | 0 | 27 Feb, 2026 |
| Adeola Olaniyan | 10,763 | 0 | 20 Mar, 2024 | |
| Somer Webb | 10,010 | 0 | 05 Jan, 2026 | |
| Sam A. Iii Mazzu | Vp, Gc Secretary | 8,219 | 0 | 27 Feb, 2026 |
| Julie Sanders | 4,099 | 0 | 05 Jan, 2026 | |
| Edmondo Robinson | 3,490 | 0 | 05 Jan, 2026 | |
| Donald Douglas Jr Patteson | 0 | 1,000 | 03 Jan, 2023 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 25 Feb, 2026 | John Enwright | Common Stock | A | 8,507 | $44.08 | 15,217 | D | A |
| 25 Feb, 2026 | Carlos R. Quezada | Common Stock | A | 20,417 | $44.08 | 109,110 | D | A |
| 25 Feb, 2026 | Shane Pudenz | Common Stock | A | 6,210 | $44.08 | 19,223 | D | A |
| 25 Feb, 2026 | Sam A. Iii Mazzu | Common Stock | A | 1,559 | $44.08 | 8,219 | D | A |
| 25 Feb, 2026 | Rob Paul Franch | Common Stock | A | 6,210 | $44.08 | 25,454 | D | A |
| 25 Feb, 2026 | Steven D Metzger | Common Stock | A | 13,398 | $44.08 | 83,634 | D | A |
| 25 Feb, 2026 | Kathryn Shanley | Common Stock | A | 6,006 | $44.08 | 11,616 | D | A |
| 25 Feb, 2026 | John Enwright | Peformance Award | A | 8,507 | - | 8,507 | D | A |
| 25 Feb, 2026 | Rob Paul Franch | Performance Award | A | 6,210 | - | 6,210 | D | A |
| 25 Feb, 2026 | Kathryn Shanley | Performance Award | A | 6,006 | - | 6,006 | D | A |
| 25 Feb, 2026 | Sam A. Iii Mazzu | Performance Award | A | 1,559 | - | 1,559 | D | A |
| 25 Feb, 2026 | Steven D Metzger | Performance Award | A | 13,398 | - | 13,398 | D | A |
| 25 Feb, 2026 | Shane Pudenz | Performance Award | A | 6,210 | - | 6,210 | D | A |
| 25 Feb, 2026 | Carlos R. Quezada | Performance Award | A | 20,417 | - | 20,417 | D | A |
| 21 Feb, 2026 | Rob Paul Franch | Common Stock | D | 869 | $44.86 | 19,833 | D | F |
| 21 Feb, 2026 | Carlos R. Quezada | Common Stock | D | 2,651 | $44.86 | 89,873 | D | F |
| 21 Feb, 2026 | Sam A. Iii Mazzu | Common Stock | D | 109 | $44.86 | 6,796 | D | F |
| 21 Feb, 2026 | Shane Pudenz | Common Stock | D | 784 | $44.86 | 13,475 | D | F |
| 21 Feb, 2026 | Steven D Metzger | Common Stock | D | 1,741 | $44.86 | 71,219 | D | F |
| 22 Feb, 2026 | Shane Pudenz | Common Stock | D | 462 | $44.86 | 13,013 | D | F |