| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Sr. VP & Regional Partner | Senior Vice President | Regional Partner
1 company
Shawn R Phillips last filed a Form 4 in February 2025, as Sr. VP & Regional Partner at CSV. Shawn R Phillips's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Historically, Shawn R Phillips's trades have earned a below-average insider score of 42/100 across 12 rated trades. Over a 12-month horizon, 16.7% of those trades were profitable, with an average 12-month return of -25.5%.
At the last filing, the largest reported position was 113,843 shares of CSV. The CSV filings lean toward selling, a net 102,323 shares.
Shawn R Phillips has 32 Form 4 filings on record from February 2015 to February 2025, all as Sr. VP & Regional Partner at Carriage Services (CSV), 2015–2025.
The 62 reported transactions were 18 open-market sales, 14 option exercises, 9 tax withholdings and 8 option or other derivative awards, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 3 purchases worth about $91K and 14 sales worth about $3.2M.
The largest open-market purchase was 1,150 shares of CSV at an average $34.31 on August 5, 2022, about $39K. Twelve months later CSV was down 15%.
The largest open-market sale was 32,198 shares of CSV at an average $36.48 on June 23, 2021, about $1.2M. Twelve months later CSV was up 4%.
None of the 4 sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
Shares as reported in the last Form 4 for each company; the most recent is from February 2025. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 21, 2024 | CSV Carriage Services Inc | Sr. VP & Regional Partner | Sale+OE | 5,028 | $38.96 | $195,890.88 | -5.7% | +6.6% | +8.6% | |
| Aug 13, 2024 | CSV Carriage Services Inc | Sr. VP & Regional Partner | Sell | 19,916 | $29.95 | $596,442.60 | -19.4% | +31.6% | +58.0% | |
| May 9, 2024 | CSV Carriage Services Inc | Sr. VP & Regional Partner | Sell | 21,186 | $25.84 | $547,446.24 | -17.1% | +9.8% | +57.7% | |
| Feb 22, 2024 | CSV Carriage Services Inc | Sr. VP & Regional Partner | Sell | 855 | $25.58 | $21,870.90 | -0.7% | +3.2% | +59.3% | |
| Aug 5, 2022 | CSV Carriage Services Inc | Senior Vice President | Buy | 1,150 | $34.32 | $39,462.25 | +1.1% | -36.0% | -14.8% | |
| Mar 7, 2022 | CSV Carriage Services Inc | Senior Vice President | Sale+OE | 1,201 | $51.16 | $61,443.16 | -1.2% | -18.1% | -32.6% | |
| Jun 28, 2021 | CSV Carriage Services Inc | Senior Vice President | Sell | 2,500 | $36.54 | $91,350.00 | -2.4% | +22.2% | +7.8% | |
| Jun 23, 2021 | CSV Carriage Services Inc | Senior Vice President | Sale+OE | 32,198 | $36.48 | $1,174,583.04 | -23.6% | +17.2% | +4.0% | |
| Mar 18, 2021 | CSV Carriage Services Inc | Senior Vice President | Buy | 1,000 | $36.20 | $36,200.00 | +1.3% | +3.8% | +53.8% | |
| Feb 14, 2021 | CSV Carriage Services Inc | Senior Vice President | Sell | 701 | $36.58 | $25,642.58 | -0.9% | - | - |