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Carriage Services Inc (CSV) is the issuer named in a Schedule 13G reporting beneficial ownership by Vineyard Capital Partners, LLC and its managing member, Jeffrey K. Boutwell. Vineyard Capital Partners reports 976,000 shares, or 6.1% of the outstanding common stock, with shared voting and dispositive power. Boutwell reports beneficial ownership of 1,010,000 shares, or 6.4%, comprising 34,000 shares he owns personally and the 976,000 shares over which he shares voting and dispositive power through the LLC.
Key Figures
Vineyard Capital Partners beneficial ownership:976,000 sharesJeffrey K. Boutwell beneficial ownership:1,010,000 sharesBoutwell personally owned shares:34,000 shares
3 metrics
Vineyard Capital Partners beneficial ownership976,000 shares6.1% of Carriage Services Inc's outstanding common stock
Jeffrey K. Boutwell beneficial ownership1,010,000 shares6.4% of Carriage Services Inc's outstanding common stock
Boutwell personally owned shares34,000 sharesSole voting and dispositive power
Key Terms
beneficially owns, shared voting power, dispositive power
3 terms
beneficially ownsfinancial
"beneficially owns 976,000 shares"
Beneficially owns means a person or entity enjoys the economic benefits and control of a security even if the legal title or registration is held in another name. Think of it like having the keys and profits from a car that is registered to a friend: you use it, benefit from it, and make decisions about it even though the official paperwork lists someone else. For investors, this matters because it reveals who truly controls shares, affects voting power, potential conflicts of interest, and regulatory disclosure obligations.
shared voting powerfinancial
"Shared voting power 976,000"
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.
dispositive powerfinancial
"shared dispositive power of those 976,000 shares"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
How many CSV shares did Jeffrey K. Boutwell report owning?
Jeffrey K. Boutwell reported beneficial ownership of 1,010,000 shares, or 6.4% of CSV's outstanding common stock. This includes 34,000 shares he owns personally and 976,000 shares held by Vineyard Capital Partners, LLC, over which he shares voting and dispositive power.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
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)
10/19/2026
(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
976,000.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
976,000.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
976,000.00
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)
6.1 %
12
Type of Reporting Person (See Instructions)
OO
SCHEDULE 13G
CUSIP Number(s):
143905107
1
Names of Reporting Persons
Jeffrey K Boutwell
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
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
34,000.00
6
Shared Voting Power
976,000.00
7
Sole Dispositive Power
34,000.00
8
Shared Dispositive Power
976,000.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,010,000.00
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)
6.4 %
12
Type of Reporting Person (See Instructions)
IN
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:
Vineyard Capital Partners, LLC and Jeffrey K Boutwell
(b)
Address or principal business office or, if none, residence:
3320 Thomasville Road, Suite 200
Tallahassee, FL 32308
(c)
Citizenship:
Vineyard Capital Partners is a Florida LLC and Jeffrey Boutwell is a US citizen.
(d)
Title of class of securities:
Carriage Services Inc Common Stock par value $0.01 per share
(e)
CUSIP Number(s):
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 Partners, L.L.C. beneficially owns 976,000 shares of common stock of Carriage Services, Inc.
Jeffrey K. Boutwell, as managing member of Vineyard Capital Partners, L.L.C., shares the power to vote and dispose of those 976,000 shares.
Mr. Boutwell also personally owns 34,000 shares over which he exercises sole voting and dispositive power.
Accordingly, Vineyard Capital Partners, L.L.C. beneficially owns 976,000 shares, and Mr. Boutwell beneficially owns an aggregate of 1,010,000 shares.
(b)
Percent of class:
Vineyard Capital Partners, L.L.C. beneficially owns 6.1% of the outstanding common stock of Carriage Services, Inc.
Jeffrey K. Boutwell beneficially owns 6.4% of the outstanding common stock, consisting of shares owned personally and shares owned by Vineyard Capital Partners, L.L.C. over which he shares voting and dispositive power.
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
Jeffrey Boutwell owns 34,000 shares of common stock personally.
(ii) Shared power to vote or to direct the vote:
Vineyard Capital Partners owns 976,000 shares of common stock. As managing member, Jeffrey Boutwell may direct the vote and disposition of shares of common stock owned by Vineyard Capital Partners.
(iii) Sole power to dispose or to direct the disposition of:
Jeffrey Boutwell owns 34,000 shares of common stock personally.
(iv) Shared power to dispose or to direct the disposition of:
Vineyard Capital Partners owns 976,000 shares of common stock. As managing member, Jeffrey Boutwell may direct the vote and disposition of shares of common stock owned by Vineyard Capital Partners.
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
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.
