Carriage Services (CSV) sees Vineyard Capital disclose 41,800-share 0.3% stake

Rhea-AI Filing Summary

Carriage Services Inc (CSV) received an amended Schedule 13G filing from Vineyard Capital Partners, L.L.C. and Jeffrey K Boutwell. Vineyard Capital beneficially owns 41,800 shares of Carriage Services Inc common stock, representing 0.3% of the class. These shares are held by Vineyard Capital, with shared voting and dispositive power; as managing member, Jeffrey K Boutwell may direct the vote and disposition of these shares but personally owns 0 shares of the common stock.

Key Figures

Beneficially owned shares: 41,800 shares Ownership percentage: 0.3% Direct holdings of Jeffrey K Boutwell: 0 shares +2 more

5 metrics

Beneficially owned shares 41,800 shares Carriage Services Inc common stock beneficially owned by Vineyard Capital Partners, L.L.C.

Ownership percentage 0.3% Percent of Carriage Services Inc common stock class reported as beneficially owned

Direct holdings of Jeffrey K Boutwell 0 shares Common stock of Carriage Services Inc personally owned by Jeffrey K Boutwell

Shared voting power 41,800.00 shares Shares over which shared power to vote or direct the vote is reported

Shared dispositive power 41,800.00 shares Shares over which shared power to dispose or direct disposition is reported

Key Terms

beneficially owned, shared voting power, shared dispositive power, Schedule 13G/A, +1 more

5 terms

beneficially owned financial

"Amount beneficially owned: Vineyard Capital owns 41,800 shares of common stock."

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

shared voting power financial

"Shared Voting Power 41,800.00"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

shared dispositive power financial

"Shared Dispositive Power 41,800.00"

Schedule 13G/A regulatory

"Ownership of 5 percent or less of a class"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

percent of class financial

"Percent of class: 0.3%"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

FAQ

What ownership stake in CSV does Vineyard Capital report in this Schedule 13G/A?

Vineyard Capital reports beneficial ownership of 41,800 shares of Carriage Services Inc common stock, representing 0.3% of the outstanding class, according to the amended Schedule 13G filing.

How many CSV shares does Jeffrey K Boutwell personally own?

Jeffrey K Boutwell personally owns 0 shares of Carriage Services Inc common stock. His reported interest comes through his role as managing member of Vineyard Capital Partners, L.L.C., which holds 41,800 shares.

Who has voting and dispositive power over the CSV shares reported in this filing?

Vineyard Capital holds shared voting and dispositive power over 41,800 shares. As managing member, Jeffrey K Boutwell may direct the vote and disposition of the common stock held by Vineyard Capital Partners, L.L.C.

Does Vineyard Capital own more than 5% of Carriage Services Inc (CSV)?

No. The filing states ownership of 5 percent or less of Carriage Services Inc’s common stock. Vineyard Capital’s reported beneficial stake is 0.3% of the outstanding class.

What type of security is covered in this CSV Schedule 13G/A filing?

The filing covers Carriage Services Inc Common Stock with a par value of $0.01 per share, identified by CUSIP 143905107, held beneficially by Vineyard Capital Partners, L.L.C.

When was this amended ownership report for CSV signed?

The amended Schedule 13G for Carriage Services Inc was signed by Jeffrey K Boutwell, as Manager of Vineyard Capital Partners, L.L.C., on 08/12/2026.

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Available on EDGAR 08/12/2026 - 02:58 PM Accepted by SEC EDGAR 08/12/2026 - 02:58 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

CARRIAGE SERVICES INC

(Name of Issuer)

Carriage Services Inc Common Stock par value $0.01 per share

(Title of Class of Securities)

143905107

(CUSIP Number)

02/13/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 143905107

1

Names of Reporting Persons

VINEYARD CAPITAL PARTNERS, L.L.C.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

FLORIDA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 41,800.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 41,800.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

41,800.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.3 %

12

Type of Reporting Person (See Instructions)

HC, OO

SCHEDULE 13G

Item 1.
(a)	Name of issuer: CARRIAGE SERVICES INC
(b)	Address of issuer's principal executive offices: 3040 POST OAK BOULEVARD, SUITE 300, HOUSTON, TEXAS, 77056.
Item 2.
(a)	Name of person filing: Jeffrey K Boutwell Vineyard Capital Partners, LLC
(b)	Address or principal business office or, if none, residence: 3320 Thomasville Road, Suite 200 Tallahassee, FL 32308
(c)	Citizenship: USA
(d)	Title of class of securities: Carriage Services Inc Common Stock par value $0.01 per share
(e)	CUSIP No.: 143905107
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: Vineyard Capital owns 41,800 shares of common stock. As managing member, Jeffrey K Boutwell may direct the vote and disposition of the shares of common stock held by Vineyard Capital. Jeffrey K Boutwell owns 0 shares of common stock personally.
(b)	Percent of class: 0.3%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: Jeffrey K Boutwell owns 0 shares of common stock personally.
	(ii) Shared power to vote or to direct the vote: Vineyard Capital owns 41,800 shares of common stock. As managing member, Jeffrey K Boutwell may direct the vote and disposition of the shares of common stock held by Vineyard Capital.
	(iii) Sole power to dispose or to direct the disposition of: Jeffrey K Boutwell owns 0 shares of common stock personally.
	(iv) Shared power to dispose or to direct the disposition of: Vineyard Capital owns 41,800 shares of common stock. As managing member, Jeffrey K Boutwell may direct the vote and disposition of the shares of common stock held by Vineyard Capital.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

VINEYARD CAPITAL PARTNERS, L.L.C.

Signature:	Jeffrey K Boutwell
Name/Title:	Manager
Date:	08/12/2026