Shawn R Phillips - Net Worth and Insider Trading

Shawn R Phillips Net Worth

The estimated net worth of Shawn R Phillips is at least $4 Million dollars as of 2025-07-23. Shawn R Phillips is the Sr. VP & Regional Partner of Carriage Services Inc and owns about 83,083 shares of Carriage Services Inc (CSV) stock worth over $4 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 2024-11-21 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Shawn R Phillips

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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 Company Transaction Date Type of Owner
CSV Carriage Services Inc 2024-11-21 other: Regional Partner

Shawn R Phillips Latest Holdings Summary

Shawn R Phillips currently owns a total of 1 stock. Shawn R Phillips owns 83,083 shares of Carriage Services Inc (CSV) as of November 21, 2024, with a value of $4 Million.

Latest Holdings of Shawn R Phillips

Ticker Company Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
CSV Carriage Services Inc 2024-11-21 83,083 46.05 3,825,972

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 5,028 shares on November 21, 2024, which brought Shawn R Phillips around $195,891.

Insider Trading History of Shawn R Phillips

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Shawn R Phillips

Average Return

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Average return per transaction

Outperforming Transactions

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2 out of 3 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 2.03 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 0.27 LIMIT LIMIT LIMIT LIMIT LIMIT

Shawn R Phillips Ownership Network

Ownership Network List of Shawn R Phillips

No Data

Ownership Network Relation of Shawn R Phillips

Insider Network Chart


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: Senior VP and General Counsel Steven D Metzger , VP of Cemetery Sales/Marketing Carlos R. Quezada , and other: Regional Partner Paul Donald Elliott .

Carriage Services Inc (CSV) Insider Trades Summary

Over the past 18 months, Shawn R Phillips made 4 insider transaction in Carriage Services Inc (CSV) with a net sale of 46,985. Other recent insider transactions involving Carriage Services Inc (CSV) include a net sale of 12,389 shares made by Steven D Metzger , a net sale of 8,523 shares made by Carlos R. Quezada , and a net purchase of 18,000 shares made by Charles Fargason .

In summary, during the past 3 months, insiders sold 14,987 shares of Carriage Services Inc (CSV) in total and bought 0 shares, with a net sale of 14,987 shares. During the past 18 months, 97,719 shares of Carriage Services Inc (CSV) were sold and 20,000 shares were bought by its insiders, resulting in a net sale of 77,719 shares.

Carriage Services Inc (CSV)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Carriage Services Inc Insider Transactions

No Available Data

Shawn R Phillips Mailing Address

Above is the net worth, insider trading, and ownership report for Shawn R Phillips. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Shawn R Phillips's mailing address is: Houston Tx 77056.