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 2024-04-19. Shawn R Phillips is the Sr. VP & Regional Partner of Carriage Services Inc and owns about 123,902 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 assumption that Shawn R Phillips has not made any transactions after 2024-02-22 and currently still holds the listed stock(s).
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 | 2024-02-22 | other: Regional Partner |
Shawn R Phillips Latest Holdings Summary
Shawn R Phillips currently owns a total of 1 stock. Shawn R Phillips owns 123,902 shares of Carriage Services Inc (CSV) as of February 22, 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 | 2024-02-22 | 123,902 | 23.57 | 2,920,370 |
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 9 transactions in Carriage Services Inc (CSV) over the past 5 years, including 3 buys and 6 sells. The most-recent trade in Carriage Services Inc is the sale of 855 shares on February 22, 2024, which brought Shawn R Phillips around $21,871.
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
42.13%
Outperforming Transactions
67%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 2.03 | -3.71 | 14.02 | 42.13 | -8.23 | -8.77 |
| Relative Return to S&P 500(%) | 0.27 | -5.34 | 4.37 | 25.25 | -10.06 | -17.58 |
Shawn R Phillips Ownership Network
Ownership Network List of Shawn R Phillips
Ownership Network Relation of Shawn R Phillips
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 other: Regional Partner Paul Donald Elliott , EVP & CFO and Treasurer Lance Kian Granmayeh , and Chief Information Officer Rob Paul Franch .
Carriage Services Inc (CSV) Insider Trades Summary
Over the past 18 months, Shawn R Phillips made no insider transaction in Carriage Services Inc (CSV). Other recent insider transactions involving Carriage Services Inc (CSV) include a net sale of 2,454 shares made by Adeola Olaniyan , a net sale of 1,092 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 22,006 shares of Carriage Services Inc (CSV) in total and bought 11,000 shares, with a net sale of 11,006 shares. During the past 18 months, 77,867 shares of Carriage Services Inc (CSV) were sold and 19,000 shares were bought by its insiders, resulting in a net sale of 58,867 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.
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