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Compiled from SEC Form N-PX filings and CARRIAGE SERVICES INC.’s Form 8-K, filed 2024-05-15 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore CARRIAGE SERVICES INC. in the interactive database Compare manager voting policies
These tallies are CARRIAGE SERVICES INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-05-15 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Julie Sanders | 7,700,952 | -- | -- | 2,410,572 | 1,931,487 | Majority: yes |
| Elect Director: Somer Webb | 7,701,322 | -- | -- | 2,410,203 | 1,931,487 | Majority: yes |
| Proposal 2: to approve, on an advisory basis, our Named Executive Officers' compensation, as disclosed in our Proxy Statement. The result of the vote was as follows: | 8,227,375 | 1,830,402 | 53,746 | -- | 1,931,487 | Majority: yes |
| Proposal 3: the ratification of Grant Thornton LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2024. The result of the vote was as follows: | 11,948,683 | 49,718 | 44,611 | -- | -- | Majority: yes |
Source: CARRIAGE SERVICES INC., Form 8-K, filed with the SEC on 2024-05-15 — read the filing on EDGAR.
Each item below shows how the 161 asset managers that disclosed a CARRIAGE SERVICES INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 9 wordings of this item as funds reported it.
82% Majority: yes · of votes cast
CARRIAGE SERVICES INC.’s own tally for this item (“Proposal 2: to approve, on an advisory basis, our Named Executive Officers' compensation, as disclosed in our Proxy Statement. The result of the vote was as follows:”): 8,227,375 for, 1,830,402 against, per its Form 8-K filed 2024-05-15 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 15,165,525 outstanding shares: 54.3% for, 12% against (66% of the company cast a for/against vote).
The 159 asset managers below cast 96% of the shares they voted on this item FOR (8,663,595 for, 352,836 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 1,303,077 | 0 | 0 | 0 | For |
| BlackRock | 987,388 | 0 | 0 | 0 | For |
| Vanguard | 921,669 | 0 | 0 | 0 | For |
| Dimensional | 694,789 | 0 | 0 | 0 | For |
| Renaissance | 531,977 | 0 | 0 | 0 | For |
| Charles Schwab | 433,193 | 0 | 0 | 0 | For |
| HEARTLAND ADVISORS INC | 318,050 | 0 | 0 | 0 | For |
| State Street | 294,737 | 0 | 0 | 0 | For |
| Fidelity | 290,720 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 290,540 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 275,000 | 0 | 0 | 0 | For |
| HARBERT FUND ADVISORS, INC. | 0 | 208,497 | 0 | 0 | Against |
| LSV ASSET MANAGEMENT | 179,900 | 7,700 | 0 | 0 | For |
| Nuveen | 154,951 | 0 | 0 | 0 | For |
| Mill Road Capital Management LLC | 152,649 | 0 | 0 | 0 | For |
| TIAA | 136,995 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 131,500 | 0 | 0 | 0 | For |
| Northern Trust | 126,712 | 7 | 0 | 0 | For |
| RBB FUND, INC. | 123,332 | 0 | 0 | 0 | For |
| KENNEDY CAPITAL MANAGEMENT LLC | 112,869 | 0 | 0 | 0 | For |
| Invesco | 85,256 | 0 | 0 | 0 | For |
| WisdomTree | 79,712 | 0 | 0 | 0 | For |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 76,852 | 0 | 0 | 0 | For |
| Two Sigma | 71,366 | 0 | 0 | 0 | For |
| JB CAPITAL PARTNERS LP | 61,007 | 0 | 0 | 0 | For |
Showing the 25 largest of 159 asset managers. See all 159 in the interactive database.
99.5% Majority: yes · of votes cast
CARRIAGE SERVICES INC.’s own tally for this item (“Proposal 3: the ratification of Grant Thornton LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2024. The result of the vote was as follows:”): 11,948,683 for, 49,718 against, per its Form 8-K filed 2024-05-15 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 15,165,525 outstanding shares: 79% for, 0.4% against (79% of the company cast a for/against vote).
The 52 asset managers below cast 99.9% of the shares they voted on this item FOR (3,671,821 for, 1 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 883,801 | 0 | 0 | 0 | For |
| Dimensional | 622,518 | 0 | 0 | 0 | For |
| BlackRock | 535,086 | 0 | 0 | 0 | For |
| Fidelity | 290,194 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 275,000 | 0 | 0 | 0 | For |
| Charles Schwab | 216,549 | 0 | 0 | 0 | For |
| TIAA | 136,995 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 131,500 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 123,332 | 0 | 0 | 0 | For |
| WisdomTree | 79,712 | 0 | 0 | 0 | For |
| Invesco | 40,230 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 38,200 | 0 | 0 | 0 | For |
| First Trust | 37,885 | 0 | 0 | 0 | For |
| Equitable | 32,306 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 24,227 | 0 | 0 | 0 | For |
| Nushares ETF Trust | 17,398 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 15,317 | 0 | 0 | 0 | For |
| Lincoln Financial | 14,913 | 0 | 0 | 0 | For |
| SEI | 14,750 | 0 | 0 | 0 | For |
| American Century | 13,276 | 0 | 0 | 0 | For |
| State Street | 11,924 | 1 | 0 | 0 | For |
| Voya | 10,933 | 0 | 0 | 0 | For |
| New York Life | 10,450 | 0 | 0 | 0 | For |
| T. Rowe Price | 7,401 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,666 | 0 | 0 | 0 | For |
Showing the 25 largest of 52 asset managers. See all 52 in the interactive database.
Combines 5 wordings of this item as funds reported it.
76% Majority: yes · of votes cast
CARRIAGE SERVICES INC.’s own tally for this item (“Elect Director: Julie Sanders”): 7,700,952 for, 2,410,572 withheld, per its Form 8-K filed 2024-05-15 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 15,165,525 outstanding shares: 50.8% for, 16% withheld (67% of the company cast a for/withheld vote).
The 51 asset managers below cast 100% of the shares they voted on this item FOR (3,030,607 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 883,801 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 622,518 | 0 | Abstain |
| BlackRock | 535,086 | 0 | 0 | 0 | For |
| Fidelity | 290,194 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 275,000 | 0 | 0 | 0 | For |
| Charles Schwab | 216,549 | 0 | 0 | 0 | For |
| TIAA | 136,995 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 131,500 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 123,332 | 0 | 0 | 0 | For |
| WisdomTree | 79,712 | 0 | 0 | 0 | For |
| Invesco | 40,230 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 38,200 | 0 | 0 | 0 | For |
| First Trust | 37,885 | 0 | 0 | 0 | For |
| Equitable | 32,306 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 24,227 | 0 | 0 | 0 | For |
| Nushares ETF Trust | 17,398 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 15,317 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,935 | 0 | 3,978 | 0 | For |
| SEI | 14,750 | 0 | 0 | 0 | For |
| American Century | 13,276 | 0 | 0 | 0 | For |
| State Street | 11,925 | 0 | 0 | 0 | For |
| Voya | 10,933 | 0 | 0 | 0 | For |
| New York Life | 10,450 | 0 | 0 | 0 | For |
| T. Rowe Price | 7,401 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,666 | 0 | 0 | 0 | For |
Showing the 25 largest of 51 asset managers. See all 51 in the interactive database.
Combines 5 wordings of this item as funds reported it.
76% Majority: yes · of votes cast
CARRIAGE SERVICES INC.’s own tally for this item (“Elect Director: Somer Webb”): 7,701,322 for, 2,410,203 withheld, per its Form 8-K filed 2024-05-15 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 15,165,525 outstanding shares: 50.8% for, 16% withheld (67% of the company cast a for/withheld vote).
The 51 asset managers below cast 100% of the shares they voted on this item FOR (3,030,607 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 883,801 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 622,518 | 0 | Abstain |
| BlackRock | 535,086 | 0 | 0 | 0 | For |
| Fidelity | 290,194 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 275,000 | 0 | 0 | 0 | For |
| Charles Schwab | 216,549 | 0 | 0 | 0 | For |
| TIAA | 136,995 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 131,500 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 123,332 | 0 | 0 | 0 | For |
| WisdomTree | 79,712 | 0 | 0 | 0 | For |
| Invesco | 40,230 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 38,200 | 0 | 0 | 0 | For |
| First Trust | 37,885 | 0 | 0 | 0 | For |
| Equitable | 32,306 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 24,227 | 0 | 0 | 0 | For |
| Nushares ETF Trust | 17,398 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 15,317 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,935 | 0 | 3,978 | 0 | For |
| SEI | 14,750 | 0 | 0 | 0 | For |
| American Century | 13,276 | 0 | 0 | 0 | For |
| State Street | 11,925 | 0 | 0 | 0 | For |
| Voya | 10,933 | 0 | 0 | 0 | For |
| New York Life | 10,450 | 0 | 0 | 0 | For |
| T. Rowe Price | 7,401 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,666 | 0 | 0 | 0 | For |
Showing the 25 largest of 51 asset managers. See all 51 in the interactive database.
Ranked by the number of CARRIAGE SERVICES INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 15,165,525 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 8.59% |
| 2 | BlackRock | 6.51% |
| 3 | Vanguard | 6.08% |
| 4 | Dimensional | 4.58% |
| 5 | Renaissance | 3.51% |
| 6 | Charles Schwab | 2.88% |
| 7 | HEARTLAND ADVISORS INC | 2.10% |
| 8 | State Street | 1.94% |
| 9 | Fidelity | 1.92% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.92% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| FMR (Fidelity) | 15.53% | 13F |
| Ameriprise Financial, Inc. | 8.74% | DEF14A |
| BlackRock Inc. | 7.00% | DEF14A |
| Vanguard Group | 6.73% | 13F |
| Dimensional Fund Advisors | 4.71% | 13F |
| Renaissance Technologies | 3.76% | 13F |
| State Street | 2.10% | 13F |
| Geode Capital | 1.91% | 13F |
| Charles Schwab | 1.49% | 13F |
| Morgan Stanley | 1.15% | 13F |
Percentages above are of 15,165,525 shares outstanding, as reported by CARRIAGE SERVICES INC. on its Form 10-Q dated 2024-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from CARRIAGE SERVICES INC.’s 10-Q dated 2024-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At CARRIAGE SERVICES INC.'s shareholder meeting held 2024-05-14, in the 2023-2024 proxy season, 161 asset managers reported how they voted on 4 ballot items in their SEC Form N-PX filings, covering 786 separate fund positions. On the most widely held item on that ballot — TO APPROVE ON AN ADVISORY BASIS OUR 2023 NAMED EXECUTIVE OFFICERS' COMPENSATION. — FOR was 82% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: CARRIAGE SERVICES INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-05-15.
CARRIAGE SERVICES INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.