Shawn R Phillips - Net Worth and Insider Trading
Shawn R Phillips Net Worth
The estimated net worth of Shawn R Phillips is at least $3 Million dollars as of 2024-09-05. Shawn R Phillips is the Sr. VP & Regional Partner of Carriage Services Inc and owns about 82,885 shares of Carriage Services Inc (CSV) stock worth over $3 Million. Details can be seen in Shawn R Phillips's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Shawn R Phillips has not made any transactions after 2024-08-13 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Shawn R Phillips
Shawn R Phillips Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Shawn R Phillips owns 1 companies in total, including Carriage Services Inc (CSV) .
Click here to see the complete history of Shawn R Phillips’s form 4 insider trades.
Insider Ownership Summary of Shawn R Phillips
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| CSV | Carriage Services Inc | 2024-08-13 | other: Regional Partner |
Shawn R Phillips Latest Holdings Summary
Shawn R Phillips currently owns a total of 1 stock. Shawn R Phillips owns 82,885 shares of Carriage Services Inc (CSV) as of August 13, 2024, with a value of $3 Million.
Latest Holdings of Shawn R Phillips
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CSV | Carriage Services Inc | 2024-08-13 | 82,885 | 33.01 | 2,736,034 |
Holding Weightings of Shawn R Phillips
Shawn R Phillips Form 4 Trading Tracker
According to the SEC Form 4 filings, Shawn R Phillips has made a total of 11 transactions in Carriage Services Inc (CSV) over the past 5 years, including 3 buys and 8 sells. The most-recent trade in Carriage Services Inc is the sale of 19,916 shares on August 13, 2024, which brought Shawn R Phillips around $596,484.
Insider Trading History of Shawn R Phillips
- 1
Shawn R Phillips Trading Performance
GuruFocus tracks the stock performance after each of Shawn R Phillips's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Shawn R Phillips is -3.71%. GuruFocus also compares Shawn R Phillips's trading performance to market benchmark return within the same time period. The performance of stocks bought by Shawn R Phillips within 3 months outperforms 1 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Shawn R Phillips's insider trading performs compared to the benchmark.
Performance of Shawn R Phillips
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 2.03 | | | | | |
| Relative Return to S&P 500(%) | 0.27 | | | | | |
Shawn R Phillips Ownership Network
Shawn R Phillips Owned Company Details
What does Carriage Services Inc do?
Who are the key executives at Carriage Services Inc?
Shawn R Phillips is the other: Regional Partner of Carriage Services Inc. Other key executives at Carriage Services Inc include VP of Cemetery Sales/Marketing Carlos R. Quezada , VP of Sales and Marketing Shane Pudenz , and EVP & CFO and Treasurer Lance Kian Granmayeh .
Carriage Services Inc (CSV) Insider Trades Summary
Over the past 18 months, Shawn R Phillips made 3 insider transaction in Carriage Services Inc (CSV) with a net sale of 41,957. Other recent insider transactions involving Carriage Services Inc (CSV) include a net purchase of 18,000 shares made by Charles Fargason , a net sale of 2,411 shares made by Shane Pudenz , and a net sale of 11,249 shares made by Paul Donald Elliott .
In summary, during the past 3 months, insiders sold 24,641 shares of Carriage Services Inc (CSV) in total and bought 9,000 shares, with a net sale of 15,641 shares. During the past 18 months, 122,042 shares of Carriage Services Inc (CSV) were sold and 20,000 shares were bought by its insiders, resulting in a net sale of 102,042 shares.
Carriage Services Inc (CSV)'s detailed insider trading history can be found in Insider Trading Tracker table.
Carriage Services Inc Insider Transactions
Shawn R Phillips Mailing Address
Above is the net worth, insider trading, and ownership report for Shawn R Phillips. You might contact Shawn R Phillips via mailing address: 3040 Post Oak Blvd, Suite 300, Houston Tx 77056.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
