Carriage Services CSV Insider Ownership

NYSE CSV

$35.74 -0.57 (-1.57%)

As of: Oct 21, 2026 · 3:59 PM EDT

Insider Holdings by Owner

1.93Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

3.54%

▲+0.024% pp QoQ

Shares Held by Insiders

562.07K

filed for Sep 2026

▲+0.67% QoQ

Shares Outstanding

15.88Mn

15,882,296 shares

Direct Holdings

562.07K

Indirect: 0

Net Shares Traded (QoQ)

+3.77K

net buying in Sep 2026

Insiders Holding Shares

with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold

Latest quarter —

Net over range —

Buying quarters —

Insider Ownership Summary

Updated Oct 10, 2026

Over the trailing 12 months, CSV insiders made no open-market trades in the stock.

Apart from open-market trades, CSV insiders received 64.35K shares in stock awards and gave up 14.66K shares to cover taxes or exercise prices in the past 12 months.
Per Business Quant, CSV insiders together hold 562.07K shares based on their latest Form 4 filings, up 0.67% from 558.3K shares at the end of Q2 2026.
None of the 562.07K shares held by Carriage Services insiders is held through trusts, partnerships or family members; all are direct holdings.
Business Quant counts 15 insiders with holdings in Carriage Services stock, among the officers, directors and 10% owners who have filed a Form 4 in the past two years.
CSV's largest insider holders by reported holdings are Shawn R. Phillips (113.84K shares), Carlos R. Quezada (CEO, 109.11K shares) and Steven D. Metzger (President & COO, 83.63K shares).
Of the shares held by CSV insiders, 20.25% belong to Shawn R. Phillips.
Institutions owned 84.94% of CSV shares as of Q2 2026; insiders' latest Form 4 filings account for about 3.54%, leaving roughly 11.52% with other investors, including the public.
Over the trailing 12 months, 12 insiders reported transactions in CSV stock across 36 Form 4 filings.
Insider figures for CSV include Form 4 filings through October 1, 2026.

Form 4 Holdings

Insiders Holding CSV

Insiders 25

Shares held 1.93Mn

Of outstanding 12.13%

#	Insider	Position	Direct	Indirect	Total	Share of Insiders	Last Filed
1	Melvin C Payne	Ceo	1,129,809	0	1,129,809	58.7%	23 Feb, 2024
2	Shawn R Phillips	Sr. Vp Regional Partner	113,843	0	113,843	5.9%	25 Feb, 2025
3	Carlos R. Quezada	Ceo	109,110	0	109,110	5.7%	27 Feb, 2026
4	Steven D Metzger	President Coo	83,634	0	83,634	4.3%	27 Feb, 2026
5	Carl Benjamin Brink	Evp Chief Financial Officer	63,240	0	63,240	3.3%	03 Apr, 2023
6	Paul Donald Elliott	Other	61,718	0	61,718	3.2%	25 Feb, 2025
7	Peggy Schappaugh	Vp Of Operations Acquistions	36,861	0	36,861	1.9%	20 Mar, 2024
8	Bryan Leibman	Director	35,807	0	35,807	1.9%	05 Jul, 2022
9	Douglas B. Meehan	Director	34,951	0	34,951	1.8%	03 Jan, 2025
10	Greg M Brudnicki	Other	29,193	0	29,193	1.5%	01 Oct, 2026
11	Lance Kian Granmayeh	Evp, Cfo And Treasurer	27,880	0	27,880	1.4%	13 Jun, 2024
12	Barry K Fingerhut	Director	27,666	0	27,666	1.4%	04 Apr, 2023
13	Charles Fargason	Director	27,369	0	27,369	1.4%	01 Oct, 2026
14	Rob Paul Franch	Chief Information Officer	25,454	0	25,454	1.3%	27 Feb, 2026
15	Shane Pudenz	Svp Of Sales And Marketing	19,223	0	19,223	1.0%	27 Feb, 2026
16	Robbie Pape	Other	18,344	0	18,344	1.0%	20 Mar, 2024
17	John Enwright	Svp, Cfo And Treasurer	15,217	0	15,217	0.8%	27 Feb, 2026
18	Achille Messac	Director	12,784	0	12,784	0.7%	04 Apr, 2023
19	Somer Webb	Director	12,029	0	12,029	0.6%	01 Oct, 2026
20	Kathryn Shanley	Chief Accounting Officer	11,616	0	11,616	0.6%	27 Feb, 2026
21	Adeola Olaniyan	Other	10,763	0	10,763	0.6%	20 Mar, 2024
22	Sam A. Iii Mazzu	Vp, Gc Secretary	8,219	0	8,219	0.4%	27 Feb, 2026
23	Edmondo Robinson	Director	5,697	0	5,697	0.3%	01 Oct, 2026
24	Julie Sanders	Director	4,793	0	4,793	0.2%	01 Oct, 2026
25	Donald Douglas Jr Patteson	Director	0	1,000	1,000	0.1%	03 Jan, 2023

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

1,516 Insider Transactions

Source SEC Form 4

Latest quarter Sep 2026

Date	Insider	Position	Transaction	Shares	Price	Value	Shares Held After	Ownership
30 Sep, 2026	Charles Fargason	Director	Acquired A	1,443	$31.17	$44.98K	27,369	Direct
30 Sep, 2026	Edmondo Robinson	Director	Acquired A	986	$31.17	$30.73K	5,697	Direct
30 Sep, 2026	Greg M Brudnicki	Other	Acquired A	160	$31.17	$4.99K	29,193	Direct
30 Sep, 2026	Julie Sanders	Director	Acquired A	312	$31.17	$9.73K	4,793	Direct
30 Sep, 2026	Somer Webb	Director	Acquired A	866	$31.17	$26.99K	12,029	Direct
30 Jun, 2026	Greg M Brudnicki	Other	Acquired A	130	$38.34	$4.98K	29,033	Direct
30 Jun, 2026	Julie Sanders	Director	Acquired A	208	$38.34	$7.97K	4,481	Direct
30 Jun, 2026	Somer Webb	Director	Acquired A	612	$38.34	$23.46K	11,163	Direct
30 Jun, 2026	Edmondo Robinson	Director	Acquired A	664	$38.34	$25.46K	4,711	Direct
31 Mar, 2026	Somer Webb	Director	Acquired A	541	$45.66	$24.70K	10,551	Direct
31 Mar, 2026	Greg M Brudnicki	Other	Acquired A	109	$45.66	$4.98K	28,903	Direct
31 Mar, 2026	Edmondo Robinson	Director	Acquired A	557	$45.66	$25.43K	4,047	Direct
31 Mar, 2026	Julie Sanders	Director	Acquired A	174	$45.66	$7.94K	4,273	Direct
25 Feb, 2026	John Enwright	Svp, Cfo And Treasurer	Acquired A	8,507	$44.08	$374.99K	15,217	Direct
25 Feb, 2026	Sam A. Iii Mazzu	Vp, Gc Secretary	Acquired A	1,559	$44.08	$68.72K	8,219	Direct
25 Feb, 2026	Carlos R. Quezada	Ceo	Acquired A	20,417	$44.08	$899.98K	109,110	Direct
25 Feb, 2026	Steven D Metzger	President Coo	Acquired A	13,398	$44.08	$590.58K	83,634	Direct
25 Feb, 2026	Kathryn Shanley	Chief Accounting Officer	Acquired A	6,006	$44.08	$264.74K	11,616	Direct
25 Feb, 2026	Shane Pudenz	Other	Acquired A	6,210	$44.08	$273.74K	19,223	Direct
25 Feb, 2026	Rob Paul Franch	Chief Information Officer	Acquired A	6,210	$44.08	$273.74K	25,454	Direct

Showing 1 to 20 of 1,516 transactions