As of April 28, 2026, Carriage Services's top three insider holders are Melvin C Payne (Ceo, 1.13Mn shares), Shawn R Phillips (Sr. Vp Regional Partner, 113.84K shares), Carlos R. Quezada (Ceo, 109.11K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Melvin C Payne | Ceo | 1,129,809 | 0 | 23 Feb, 2024 |
| Shawn R Phillips | Sr. Vp Regional Partner | 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 | Evp Chief Financial Officer | 63,240 | 0 | 03 Apr, 2023 |
| Paul Donald Elliott | - | 61,718 | 0 | 25 Feb, 2025 |
| Peggy Schappaugh | Vp Of Operations Acquistions | 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 | - | 28,903 | 0 | 02 Apr, 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 |
| Shane Pudenz | Svp Of Sales And Marketing | 19,223 | 0 | 27 Feb, 2026 |
| Robbie Pape | - | 18,344 | 0 | 20 Mar, 2024 |
| 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 | - | 10,551 | 0 | 02 Apr, 2026 |
| Sam A. Iii Mazzu | Vp, Gc Secretary | 8,219 | 0 | 27 Feb, 2026 |
| Julie Sanders | - | 4,273 | 0 | 02 Apr, 2026 |
| Edmondo Robinson | - | 4,047 | 0 | 02 Apr, 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 |
|---|---|---|---|---|---|---|---|---|
| 31 Mar, 2026 | Somer Webb | Common Stock | A | 541 | $45.66 | 10,551 | D | A |
| 31 Mar, 2026 | Edmondo Robinson | Common Stock | A | 557 | $45.66 | 4,047 | D | A |
| 31 Mar, 2026 | Julie Sanders | Common Stock | A | 174 | $45.66 | 4,273 | D | A |
| 31 Mar, 2026 | Greg M Brudnicki | Common Stock | A | 109 | $45.66 | 28,903 | D | A |
| 25 Feb, 2026 | Shane Pudenz | Common Stock | A | 6,210 | $44.08 | 19,223 | D | A |
| 25 Feb, 2026 | Rob Paul Franch | Common Stock | A | 6,210 | $44.08 | 25,454 | D | A |
| 25 Feb, 2026 | Kathryn Shanley | Common Stock | A | 6,006 | $44.08 | 11,616 | D | A |
| 25 Feb, 2026 | Carlos R. Quezada | Common Stock | A | 20,417 | $44.08 | 109,110 | D | A |
| 25 Feb, 2026 | Sam A. Iii Mazzu | Common Stock | A | 1,559 | $44.08 | 8,219 | D | A |
| 25 Feb, 2026 | Steven D Metzger | Common Stock | A | 13,398 | $44.08 | 83,634 | D | A |
| 25 Feb, 2026 | Kathryn Shanley | Performance Award | A | 6,006 | - | 6,006 | 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 | Rob Paul Franch | Performance Award | A | 6,210 | - | 6,210 | D | A |
| 25 Feb, 2026 | Carlos R. Quezada | Performance Award | A | 20,417 | - | 20,417 | D | A |
| 25 Feb, 2026 | Sam A. Iii Mazzu | Performance Award | A | 1,559 | - | 1,559 | D | A |
| 21 Feb, 2026 | Sam A. Iii Mazzu | Common Stock | D | 109 | $44.86 | 6,796 | D | F |
| 21 Feb, 2026 | Carlos R. Quezada | Common Stock | D | 2,651 | $44.86 | 89,873 | D | F |
| 21 Feb, 2026 | Shane Pudenz | Common Stock | D | 784 | $44.86 | 13,475 | D | F |
| 21 Feb, 2026 | Rob Paul Franch | Common Stock | D | 869 | $44.86 | 19,833 | D | F |