Carriage Services Inc insider trading
Every open-market purchase and sale by Carriage Services Inc's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Carriage Services Inc’s insiders pay?
From January 7, 2010 to August 29, 2025, 28 insiders reported 108 open-market purchases and 88 sales not made under a pre-set plan in Carriage Services Inc. Twelve months after each purchase was reported, the shares were +25.1% against the S&P 500 on average (median +32.7%), over 99 purchases with a full year of prices; 65% beat the index. After sales, the shares moved +21.2% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on November 15, 2011 into $93,497 by November 2, 2026, +16.2% a year. It held shares 88% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $61,914 (+13.0% a year), and held throughout $77,912 (+14.8%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Payne Melvin C | CEO | 8 | +25.8% (7) | 86% | 17 | +38.3% (17) | February 23, 2024 |
| Phillips Shawn R and related entities | Sr. VP & Regional Partner | 3 | +28.6% (3) | 67% | 13 | +15.9% (13) | November 25, 2024 |
| Heiligbrodt L William | Executive Vice President | 13 | +80.9% (7) | 100% | 2 | −10.5% (2) | March 31, 2015 |
| Decarlo David J | President | 13 | +38.3% (13) | 77% | 0 | — | June 20, 2016 |
| Olaniyan Adeola | Other | 0 | — | — | 13 | −3.9% (13) | February 23, 2024 |
| Brink Carl Benjamin | EVP & Chief Financial Officer | 8 | +10.4% (8) | 38% | 3 | −8.6% (3) | December 15, 2022 |
| Elliott Paul Donald | Other | 3 | +0.4% (3) | 33% | 7 | +27.0% (7) | November 6, 2024 |
| Fingerhut Barry K | Director | 5 | +50.4% (5) | 60% | 5 | −8.9% (5) | March 5, 2021 |
| Quezada Carlos R. | CEO | 8 | +1.1% (8) | 63% | 2 | +14.9% (2) | August 7, 2024 |
| Schenck James Raymond | Director | 10 | +6.1% (10) | 40% | 0 | — | January 4, 2021 |
| Blinderman Viki K | Principal Financial Officer | 2 | +28.6% (2) | 50% | 7 | +38.3% (7) | February 17, 2021 |
| Metzger Steven D | EVP & General Counsel | 6 | +8.8% (6) | 67% | 1 | +42.2% (1) | February 23, 2024 |
| Green J Bradley | EVP of Strategic Development | 0 | — | — | 6 | +77.8% (6) | December 5, 2011 |
| Patteson Donald Douglas Jr | Director | 6 | +18.9% (6) | 50% | 0 | — | January 3, 2023 |
| Leibman Bryan | Director | 5 | 0.0% (5) | 40% | 0 | — | August 13, 2021 |
| Bruce Mark R | Chief Operating Officer | 1 | −1.2% (1) | 0% | 3 | −7.2% (3) | June 12, 2018 |
| Fargason Charles | Director | 4 | +31.9% (4) | 100% | 0 | — | August 23, 2024 |
| Loeffel Michael | Other | 4 | +60.7% (4) | 100% | 0 | — | September 14, 2020 |
| Pudenz Shane | SVP of Sales and Marketing | 0 | — | — | 3 | +20.1% (3) | August 29, 2025 |
| Schappaugh Peggy | VP of Operations & Acquistions | 2 | +6.7% (2) | 50% | 1 | +42.2% (1) | February 23, 2024 |
| Goetz William | Chief Operating Officer | 2 | +16.6% (2) | 50% | 0 | — | March 6, 2020 |
| Granmayeh Lance Kian | EVP, CFO and Treasurer | 0 | — | — | 2 | +45.8% (2) | June 13, 2024 |
| Haigler Cliff | Principal Accouning Officer | 1 | +36.5% (1) | 100% | 1 | −23.7% (1) | June 28, 2013 |
| Manceaux Christopher | Other | 1 | +39.5% (1) | 100% | 1 | −38.5% (1) | December 16, 2021 |
| Erickson Ronald A | Director | 1 | — | — | 0 | — | January 7, 2010 |
| Foster Vincent D | Director | 1 | — | — | 0 | — | January 7, 2010 |
| Franch Rob Paul | Chief Information Officer | 0 | — | — | 1 | +42.2% (1) | February 23, 2024 |
| Meehan Douglas B. | Director | 1 | +33.4% (1) | 100% | 0 | — | November 7, 2018 |
When several insiders traded Carriage Services Inc
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Carriage Services Inc in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 15 buying crowds with six months of prices, it averaged +3.0% against the index. After 6 selling crowds, +3.5%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| September 30, 2024 | 2 buying | +18.3% | +22.3% | +26.4% |
| February 29, 2024 | 9 selling | +4.5% | +23.0% | +43.4% |
| December 30, 2022 | 3 buying | +2.0% | +2.1% | −34.5% |
| August 31, 2022 | 4 buying | −32.2% | −6.4% | −27.4% |
| December 31, 2021 | 3 selling | −14.0% | −18.7% | −36.6% |
| September 30, 2021 | 3 selling | +33.6% | +14.2% | −11.6% |
| March 31, 2021 | 7 buying | −3.0% | +17.6% | +34.4% |
| February 26, 2021 | 5 selling | +5.8% | +18.5% | +37.6% |
| December 31, 2020 | 2 buying | +7.9% | +0.8% | +79.2% |
| March 31, 2020 | 5 buying | −7.4% | +6.3% | +65.0% |
| February 28, 2020 | 3 selling | −14.4% | −11.4% | +30.1% |
| November 30, 2018 | 5 buying | +21.2% | +7.4% | +36.7% |