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sellWeak

Shawn R Phillips sold $196k of CSV

other at CARRIAGE SERVICES INC. 5,028 shares at an average of $38.96, traded Nov 21, 2024, filed Nov 25, 2024.

Warning score
5
Value
$196k
5,028 shares
Holdings after
83,083
-6% from before
From 52-week low
-
no price yet
From 52-week high
-
no price yet

Score components

  • Role
    Other
    +8
  • Trade size
    $196k at market
    +12
  • Share of holdings sold
    Sold 5.7% of holdings
    0
  • Cluster
    No other insider selling within 14 days
    0
  • Exercise and sell
    Shares came from an option exercise in the same filing
    -15

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

CSVOct 9, 2026 · close 33.69
Since filing Nov 25, 2024: -15.6%SPY +33.3% · excess -48.9%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001016281-24-000178, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Nov 21, 2024MOption exercise
Common Stock
+2,680$20.06$54k85,605Nov 25, 2024
Nov 21, 2024MOption exercise
Common Stock
+10,000$26.54$265k95,605Nov 25, 2024
Nov 21, 2024MOption exercise
Common Stock
+13,288$25.43$338k108,893Nov 25, 2024
Nov 21, 2024FTax withholding
Common Stock
-20,782$38.82$807k88,111Nov 25, 2024
Nov 21, 2024SOpen-market sale
Common Stock
-5,028$38.96$196k83,083Nov 25, 2024
Nov 21, 2024MOption exercise
Stock Optionsderivative
-2,680$0.00$07,020Nov 25, 2024
Nov 21, 2024MOption exercise
Stock Optionsderivative
-10,000$0.00$028,600Nov 25, 2024
Nov 21, 2024MOption exercise
Stock Optionsderivative
-13,288$0.00$03,322Nov 25, 2024

Related signals

Other insiders at CARRIAGE SERVICES INC and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
17Weak
CSVsell10b5-1
CARRIAGE SERVICES INC
Carlos R. Quezada
CEO
$196k
4,250 shares
-4%
37Weak
CSVsell
CARRIAGE SERVICES INC
Shane Pudenz
Vice President of Sales
$578k
13,027 shares
-47%
17Weak
CSVsell10b5-1
CARRIAGE SERVICES INC
Carlos R. Quezada
CEO
$201k
4,250 shares
-4%
0Weak
CSVsell10b5-1
CARRIAGE SERVICES INC
Steven D Metzger
President
$16k
348 shares
-0%
8Weak
CSVsell10b5-1
CARRIAGE SERVICES INC
Steven D Metzger
President
$74k
1,653 shares
-2%
25Weak
CSVsell 210b5-1
CARRIAGE SERVICES INC
Carlos R. Quezada
CEO
$177k
4,357 shares
-4%
18Weak
CSVsell 210b5-1
CARRIAGE SERVICES INC
Steven D Metzger
President
$122k
3,000 shares
-4%
18Weak
CSVsell 210b5-1
CARRIAGE SERVICES INC
Steven D Metzger
President
$100k
2,492 shares
-3%
24Weak
CSVsell 210b5-1
CARRIAGE SERVICES INC
Carlos R. Quezada
CEO
$126k
3,137 shares
-3%
19Weak
CSVsell 210b5-1
CARRIAGE SERVICES INC
Steven D Metzger
President
$141k
3,508 shares
-4%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Shawn R Phillips sold $196k of CSV | InsiderTell