Joe R Davis - Net Worth and Insider Trading
Joe R Davis Net Worth
The estimated net worth of Joe R Davis is at least $3 Million dollars as of 2025-07-20. Joe R Davis is the Director of Carriage Services Inc and owns about 64,941 shares of Carriage Services Inc (CSV) stock worth over $3 Million. Details can be seen in Joe R Davis'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 Joe R Davis has not made any transactions after 2009-04-09 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Joe R Davis
Joe R Davis Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Joe R Davis owns 1 companies in total, including Carriage Services Inc (CSV) .
Click here to see the complete history of Joe R Davis’s form 4 insider trades.
Insider Ownership Summary of Joe R Davis
| Ticker | Company | Transaction Date | Type of Owner |
|---|---|---|---|
| CSV | Carriage Services Inc | 2009-04-09 | director |
Joe R Davis Latest Holdings Summary
Joe R Davis currently owns a total of 1 stock. Joe R Davis owns 64,941 shares of Carriage Services Inc (CSV) as of April 9, 2009, with a value of $3 Million.
Latest Holdings of Joe R Davis
| Ticker | Company | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CSV | Carriage Services Inc | 2009-04-09 | 64,941 | 46.61 | 3,026,900 |
Holding Weightings of Joe R Davis
Joe R Davis Form 4 Trading Tracker
According to the SEC Form 4 filings, Joe R Davis has made a total of 0 transactions in Carriage Services Inc (CSV) over the past 5 years. The most-recent trade in Carriage Services Inc is the acquisition of 4,333 shares on April 9, 2009, which cost Joe R Davis around $7,063.
Insider Trading History of Joe R Davis
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Joe R Davis Trading Performance
GuruFocus tracks the stock performance after each of Joe R Davis's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Joe R Davis is 0.23%. GuruFocus also compares Joe R Davis's trading performance to market benchmark return within the same time period. The performance of stocks bought by Joe R Davis within 3 months outperforms 9 times out of 21 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Joe R Davis's insider trading performs compared to the benchmark.
Performance of Joe R Davis
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 3.32 | | | | | |
| Relative Return to S&P 500(%) | 4.18 | | | | | |
Joe R Davis Ownership Network
Ownership Network List of Joe R Davis
Ownership Network Relation of Joe R Davis
Joe R Davis Owned Company Details
What does Carriage Services Inc do?
Who are the key executives at Carriage Services Inc?
Joe R Davis is the director 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 Shawn R Phillips .
Carriage Services Inc (CSV) Insider Trades Summary
Over the past 18 months, Joe R Davis made no insider transaction in Carriage Services Inc (CSV). 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 sale of 46,985 shares made by Shawn R Phillips .
In summary, during the past 3 months, insiders sold 19,858 shares of Carriage Services Inc (CSV) in total and bought 0 shares, with a net sale of 19,858 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.
Carriage Services Inc Insider Transactions
Joe R Davis Mailing Address
Above is the net worth, insider trading, and ownership report for Joe R Davis. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Joe R Davis's mailing address is: Houston Tx 77057.
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