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Compiled from SEC Form N-PX filings and Carriage Services, Inc.’s Form 8-K, filed 2026-05-14 (Item 5.07 on EDGAR). Page generated 04 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 2026-05-14 (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: Donald D. Patteson, Jr. | 11,137,853 | -- | -- | 857,785 | 1,854,346 | Majority: yes |
| Elect Director: Douglas B. Meehan | 11,336,853 | -- | -- | 658,825 | 1,854,346 | Majority: yes |
| Proposal 2: to approve an amendment to the Company's Amended and Restated Certificate of Incorporation to declassify the Board of Directors (the "Board"). The result of the vote was as follows: | 11,975,332 | 16,360 | 3,986 | -- | 1,854,346 | Failed |
| Proposal 3: 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: | 11,879,875 | 104,954 | 10,849 | -- | 1,854,346 | Passed |
| Proposal 4: the approval of the Second Amendment to the Company's 2017 Omnibus Incentive Plan. The result of the vote was as follows: | 6,138,408 | 5,843,510 | 13,760 | -- | 1,854,346 | Passed |
| Proposal 5: the ratification of Grant Thornton LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026. The result of the vote was as follows: | 13,803,398 | 43,409 | 3,217 | -- | -- | Passed |
This meeting is also recorded here as 2026-05-14; both records come from the same filing, so the date should be checked against it.
Source: Carriage Services, Inc., Form 8-K, filed with the SEC on 2026-05-14 — read the filing on EDGAR.
Each item below shows how the 197 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 4 wordings of this item as funds reported it.
99.1% Passed · of votes cast
Carriage Services, Inc.’s own tally for this item (“Proposal 3: 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:”): 11,879,875 for, 104,954 against — passed, per its Form 8-K filed 2026-05-14 (Item 5.07). Of all 15,872,328 outstanding shares: 75% for, 0.7% against (76% of the company cast a for/against vote).
The 197 asset managers below cast 99.3% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the total votes cast at the meeting.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 4,369,971 | 0 | 0 | 0 | For |
| Vanguard | 1,047,335 | 0 | 0 | 0 | For |
| BlackRock | 964,826 | 0 | 0 | 0 | For |
| AMERIPRISE FINANCIAL INC | 498,804 | 0 | 0 | 0 | For |
| Renaissance | 381,947 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 354,330 | 0 | 0 | 0 | For |
| State Street | 287,426 | 0 | 0 | 0 | For |
| LSV ASSET MANAGEMENT | 279,049 | 0 | 0 | 0 | For |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 259,306 | 0 | 0 | 0 | For |
| Two Sigma | 251,033 | 0 | 0 | 0 | For |
| Charles Schwab | 250,337 | 0 | 0 | 0 | For |
| Polar Asset Management Partners Inc. | 240,000 | 0 | 0 | 0 | For |
| Dimensional | 238,364 | 0 | 0 | 0 | For |
| T. Rowe Price | 212,585 | 0 | 0 | 0 | For |
| HEARTLAND ADVISORS INC | 207,300 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 207,300 | 0 | 0 | 0 | For |
| Boston Partners | 201,720 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 140,777 | 0 | 0 | 0 | For |
| Allspring | 138,010 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 131,500 | 0 | 0 | 0 | For |
| Manatuck Hill Partners, LLC | 127,000 | 0 | 0 | 0 | For |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 120,152 | 0 | 0 | 0 | For |
| Northern Trust | 108,619 | 0 | 0 | 0 | For |
| KENNEDY CAPITAL MANAGEMENT LLC | 107,674 | 0 | 0 | 0 | For |
| WisdomTree | 70,609 | 0 | 0 | 0 | For |
Showing the 25 largest of 197 asset managers. See all 197 in the interactive database.
Combines 2 wordings of this item as funds reported it.
51.2% Passed · of votes cast
Carriage Services, Inc.’s own tally for this item (“Proposal 4: the approval of the Second Amendment to the Company's 2017 Omnibus Incentive Plan. The result of the vote was as follows:”): 6,138,408 for, 5,843,510 against — passed, per its Form 8-K filed 2026-05-14 (Item 5.07). Of all 15,872,328 outstanding shares: 39% for, 37% against (75% of the company cast a for/against vote).
The 63 asset managers below cast 45.2% of the shares they voted on this item FOR (2,227,728 for, 2,704,276 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 301,323 | 1,706,935 | 0 | 0 | Against |
| Vanguard | 933,596 | 1,349 | 0 | 0 | For |
| BlackRock | 515,477 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 207,300 | 0 | 0 | 0 | For |
| Dimensional | 0 | 159,688 | 0 | 0 | Against |
| RBB FUND, INC. | 0 | 140,777 | 0 | 0 | Against |
| NICHOLAS Ltd EDITION, INC. | 0 | 131,500 | 0 | 0 | Against |
| Manatuck Hill Partners, LLC | 0 | 127,000 | 0 | 0 | Against |
| Charles Schwab | 124,632 | 0 | 0 | 0 | For |
| T. Rowe Price | 0 | 81,892 | 0 | 0 | Against |
| WisdomTree | 0 | 70,609 | 0 | 0 | Against |
| Allspring | 0 | 62,749 | 0 | 0 | Against |
| ADVISORS' INNER CIRCLE FUND | 50,800 | 0 | 0 | 0 | For |
| TIAA | 0 | 40,157 | 0 | 0 | Against |
| Equitable | 23,372 | 9,850 | 0 | 0 | For |
| American Century | 0 | 31,717 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 23,569 | 0 | 0 | 0 | For |
| Goldman Sachs | 0 | 23,196 | 0 | 0 | Against |
| Invesco | 0 | 18,294 | 0 | 0 | Against |
| Lincoln Financial | 0 | 13,460 | 0 | 0 | Against |
| JPMorgan | 0 | 12,439 | 0 | 0 | Against |
| State Street | 7 | 12,159 | 0 | 0 | Against |
| MSS Series Trust | 7,500 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 0 | 7,044 | 0 | 0 | Against |
| Global X | 6,527 | 0 | 0 | 0 | For |
Showing the 25 largest of 63 asset managers. See all 63 in the interactive database.
99.6% Passed · of votes cast
Carriage Services, Inc.’s own tally for this item (“Proposal 5: the ratification of Grant Thornton LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026. The result of the vote was as follows:”): 13,803,398 for, 43,409 against — passed, per its Form 8-K filed 2026-05-14 (Item 5.07). Of all 15,872,328 outstanding shares: 87% for, 0.3% against (87% of the company cast a for/against vote).
The 62 asset managers below cast 99.9% of the shares they voted on this item FOR (4,805,005 for, 2 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 2,008,258 | 0 | 0 | 0 | For |
| Vanguard | 934,948 | 0 | 0 | 0 | For |
| BlackRock | 515,477 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 207,300 | 0 | 0 | 0 | For |
| Dimensional | 159,688 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 140,777 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 131,500 | 0 | 0 | 0 | For |
| Charles Schwab | 124,632 | 0 | 0 | 0 | For |
| T. Rowe Price | 81,892 | 0 | 0 | 0 | For |
| WisdomTree | 70,609 | 0 | 0 | 0 | For |
| Allspring | 62,749 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 50,800 | 0 | 0 | 0 | For |
| TIAA | 40,157 | 0 | 0 | 0 | For |
| Equitable | 33,222 | 0 | 0 | 0 | For |
| American Century | 31,717 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,569 | 0 | 0 | 0 | For |
| Goldman Sachs | 23,196 | 0 | 0 | 0 | For |
| Invesco | 18,294 | 0 | 0 | 0 | For |
| Lincoln Financial | 13,460 | 0 | 0 | 0 | For |
| JPMorgan | 12,439 | 0 | 0 | 0 | For |
| State Street | 12,164 | 2 | 0 | 0 | For |
| MSS Series Trust | 7,500 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 7,044 | 0 | 0 | 0 | For |
| Global X | 6,527 | 0 | 0 | 0 | For |
| Northern Trust | 6,496 | 0 | 0 | 0 | For |
Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.
99.8% Failed · of votes cast
Carriage Services, Inc.’s own tally for this item (“Proposal 2: to approve an amendment to the Company's Amended and Restated Certificate of Incorporation to declassify the Board of Directors (the "Board"). The result of the vote was as follows:”): 11,975,332 for, 16,360 against — failed, per its Form 8-K filed 2026-05-14 (Item 5.07). This item required more than a simple majority of votes cast — see the filing. Of all 15,872,328 outstanding shares: 75% for, 0.2% against (76% of the company cast a for/against vote).
The 61 asset managers below cast 100% of the shares they voted on this item FOR (4,797,507 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 2,008,258 | 0 | 0 | 0 | For |
| Vanguard | 934,948 | 0 | 0 | 0 | For |
| BlackRock | 515,477 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 207,300 | 0 | 0 | 0 | For |
| Dimensional | 159,688 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 140,777 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 131,500 | 0 | 0 | 0 | For |
| Charles Schwab | 124,632 | 0 | 0 | 0 | For |
| T. Rowe Price | 81,892 | 0 | 0 | 0 | For |
| WisdomTree | 70,609 | 0 | 0 | 0 | For |
| Allspring | 62,749 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 50,800 | 0 | 0 | 0 | For |
| TIAA | 40,157 | 0 | 0 | 0 | For |
| Equitable | 33,222 | 0 | 0 | 0 | For |
| American Century | 31,717 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,569 | 0 | 0 | 0 | For |
| Goldman Sachs | 23,196 | 0 | 0 | 0 | For |
| Invesco | 18,294 | 0 | 0 | 0 | For |
| Lincoln Financial | 13,460 | 0 | 0 | 0 | For |
| JPMorgan | 12,439 | 0 | 0 | 0 | For |
| State Street | 12,166 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 7,044 | 0 | 0 | 0 | For |
| Global X | 6,527 | 0 | 0 | 0 | For |
| Northern Trust | 6,496 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 6,359 | 0 | 0 | 0 | For |
Showing the 25 largest of 61 asset managers. See all 61 in the interactive database.
Combines 6 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
Carriage Services, Inc.’s own tally for this item (“Elect Director: Donald D. Patteson, Jr.”): 11,137,853 for, 857,785 withheld, per its Form 8-K filed 2026-05-14 (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 15,872,328 outstanding shares: 70% for, 5% withheld (76% of the company cast a for/withheld vote).
The 60 asset managers below cast 100% of the shares they voted on this item FOR (4,615,747 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 2,008,258 | 0 | 0 | 0 | For |
| Vanguard | 934,332 | 0 | 616 | 0 | For |
| BlackRock | 515,477 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 207,300 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 159,688 | 0 | Abstain |
| RBB FUND, INC. | 140,777 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 131,500 | 0 | 0 | 0 | For |
| Charles Schwab | 124,632 | 0 | 0 | 0 | For |
| T. Rowe Price | 81,892 | 0 | 0 | 0 | For |
| WisdomTree | 70,609 | 0 | 0 | 0 | For |
| Allspring | 62,749 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 50,800 | 0 | 0 | 0 | For |
| TIAA | 40,157 | 0 | 0 | 0 | For |
| Equitable | 33,222 | 0 | 0 | 0 | For |
| American Century | 31,717 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,569 | 0 | 0 | 0 | For |
| Goldman Sachs | 23,196 | 0 | 0 | 0 | For |
| Invesco | 18,294 | 0 | 0 | 0 | For |
| Lincoln Financial | 9,935 | 0 | 3,525 | 0 | For |
| JPMorgan | 12,439 | 0 | 0 | 0 | For |
| State Street | 12,164 | 0 | 2 | 0 | For |
| AIG/SunAmerica | 7,044 | 0 | 0 | 0 | For |
| Global X | 6,527 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 0 | 6,496 | 0 | Abstain |
| Principal Exchange-Traded Funds | 6,359 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Combines 6 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
Carriage Services, Inc.’s own tally for this item (“Elect Director: Douglas B. Meehan”): 11,336,853 for, 658,825 withheld, per its Form 8-K filed 2026-05-14 (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 15,872,328 outstanding shares: 71% for, 4% withheld (76% of the company cast a for/withheld vote).
The 60 asset managers below cast 100% of the shares they voted on this item FOR (4,623,218 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 2,008,258 | 0 | 0 | 0 | For |
| Vanguard | 934,947 | 0 | 1 | 0 | For |
| BlackRock | 515,477 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 207,300 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 159,688 | 0 | Abstain |
| RBB FUND, INC. | 140,777 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 131,500 | 0 | 0 | 0 | For |
| Charles Schwab | 124,632 | 0 | 0 | 0 | For |
| T. Rowe Price | 81,892 | 0 | 0 | 0 | For |
| WisdomTree | 70,609 | 0 | 0 | 0 | For |
| Allspring | 62,749 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 50,800 | 0 | 0 | 0 | For |
| TIAA | 40,157 | 0 | 0 | 0 | For |
| Equitable | 33,222 | 0 | 0 | 0 | For |
| American Century | 31,717 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,569 | 0 | 0 | 0 | For |
| Goldman Sachs | 23,196 | 0 | 0 | 0 | For |
| Invesco | 18,294 | 0 | 0 | 0 | For |
| Lincoln Financial | 9,935 | 0 | 3,525 | 0 | For |
| JPMorgan | 12,439 | 0 | 0 | 0 | For |
| State Street | 12,166 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 7,044 | 0 | 0 | 0 | For |
| Global X | 6,527 | 0 | 0 | 0 | For |
| Northern Trust | 6,496 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 6,359 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 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 2025-2026 meeting, shown as a share of the 15,872,328 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 27.53% |
| 2 | Vanguard | 6.60% |
| 3 | BlackRock | 6.08% |
| 4 | AMERIPRISE FINANCIAL INC | 3.14% |
| 5 | Renaissance | 2.41% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.23% |
| 7 | State Street | 1.81% |
| 8 | LSV ASSET MANAGEMENT | 1.76% |
| 9 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1.63% |
| 10 | Two Sigma | 1.58% |
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, LLC | 13.94% | DEF14A |
| Vanguard Group | 6.44% | 13F |
| BlackRock | 6.43% | 13F |
| Dimensional Fund Advisors | 3.85% | 13F |
| Renaissance Technologies | 2.70% | 13F |
| Two Sigma | 2.30% | 13F |
| State Street | 1.94% | 13F |
| Morgan Stanley | 0.92% | 13F |
| Charles Schwab | 0.79% | 13F |
| VINEYARD CAPITAL PARTNERS, L.L.C. | 0.26% | 13G |
Percentages above are of 15,872,328 shares outstanding, as reported by Carriage Services, Inc. on its Form 10-Q dated 2026-04-28 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 2026-04-28. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At Carriage Services, Inc.'s shareholder meeting held 2026-05-12, in the 2025-2026 proxy season, 197 asset managers reported how they voted on 6 ballot items in their SEC Form N-PX filings, covering 1,192 separate fund positions. On the most widely held item on that ballot — To approve on an advisory basis our 2025 Named Executive Officers' compensation. — the proposal passed with 99.1% support 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). Source: Carriage Services, Inc.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2026-05-14.
Carriage Services, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).