Tapewire

NYSE · USD

CSV

CARRIAGE SERVICES INC

Export transactions ↓
Tapewire entity
5426
SEC CIK
0001016281
Parsed reports
520

Last 12 months

Inside the activity.

0 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

JSON API
Reset

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 30, 2025 Filed Oct 2, 2025 21:18 UTC
Webb SomerDirector
GrantCommon Stock 555 $44.54 $24,719.70
Disclosure

SEC source: 0001016281-25-000119 · wk-form4_1759439931.xml · nonDerivative · entry 1

Webb Somer · CIK 0001926973 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,426

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2025 for Director Compensation earned during the third quarter.

Read SEC document
September 30, 2025 Filed Oct 2, 2025 21:18 UTC GrantCommon Stock 179 $44.54 $7,972.66
Disclosure

SEC source: 0001016281-25-000118 · wk-form4_1759439905.xml · nonDerivative · entry 1

Sanders Julie · CIK 0001988250 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,911

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2025 for Director Compensation earned during the third quarter.

Read SEC document
September 30, 2025 Filed Oct 2, 2025 21:17 UTC GrantCommon Stock 572 $44.54 $25,476.88
Disclosure

SEC source: 0001016281-25-000117 · wk-form4_1759439876.xml · nonDerivative · entry 1

Robinson Edmondo · CIK 0002030383 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,889

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2025 for Director Compensation earned during the third quarter.

Read SEC document
August 27, 2025 Filed Aug 29, 2025 17:12 UTC
Pudenz ShaneVice President of Sales
SaleCommon Stock 13,027 $44.36 $577,890.75
Disclosure

SEC source: 0001016281-25-000111 · wk-form4_1756487520.xml · nonDerivative · entry 1

Pudenz Shane · CIK 0001913664 · Vice President of Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,930

Read SEC document
August 07, 2025 Filed Aug 12, 2025 21:37 UTC SaleCommon Stock 4,250 $47.35 $201,237.50
Disclosure

SEC source: 0001016281-25-000105 · wk-form4_1755034647.xml · nonDerivative · entry 1

Quezada Carlos R. · CIK 0001816945 · CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 98,333

F1 · date: This transaction is being reported late due to an administrative oversight.

F2 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on December 27, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction.

F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.81 to $48.39, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
July 07, 2025 Filed Jul 9, 2025 20:12 UTC SaleCommon Stock 348 $46.78 $16,279.44
Disclosure

SEC source: 0001016281-25-000096 · wk-form4_1752091966.xml · nonDerivative · entry 1

Metzger Steven D · CIK 0001703447 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 73,896

F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on November 25, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction.

F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.72 to $46.83, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
June 30, 2025 Filed Jul 2, 2025 20:12 UTC
BRUDNICKI GREG MBoard Advisor
GrantCommon Stock 109 $45.74 $4,985.66
Disclosure

SEC source: 0001016281-25-000093 · wk-form4_1751487133.xml · nonDerivative · entry 1

BRUDNICKI GREG M · CIK 0001193242 · Board Advisor

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,564

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2025 for Director Compensation earned during the second quarter.

Read SEC document
June 30, 2025 Filed Jul 2, 2025 20:09 UTC
Webb SomerDirector
GrantCommon Stock 540 $45.74 $24,699.60
Disclosure

SEC source: 0001016281-25-000091 · wk-form4_1751486987.xml · nonDerivative · entry 1

Webb Somer · CIK 0001926973 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,871

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2025 for Director Compensation earned during the second quarter.

Read SEC document
June 30, 2025 Filed Jul 2, 2025 20:08 UTC GrantCommon Stock 173 $45.74 $7,913.02
Disclosure

SEC source: 0001016281-25-000089 · wk-form4_1751486912.xml · nonDerivative · entry 1

Sanders Julie · CIK 0001988250 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,732

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2025 for Director Compensation earned during the second quarter.

Read SEC document
June 30, 2025 Filed Jul 2, 2025 20:06 UTC GrantCommon Stock 556 $45.74 $25,431.44
Disclosure

SEC source: 0001016281-25-000087 · wk-form4_1751486804.xml · nonDerivative · entry 1

Robinson Edmondo · CIK 0002030383 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,317

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2025 for Director Compensation earned during the second quarter.

Read SEC document
June 09, 2025 Filed Jun 11, 2025 20:43 UTC SaleCommon Stock 1,653 $44.85 $74,137.05
Disclosure

SEC source: 0001016281-25-000085 · wk-form4_1749674611.xml · nonDerivative · entry 1

Metzger Steven D · CIK 0001703447 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 74,244

F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on November 25, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction.

F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.47 to $45.11, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
May 07, 2025 Filed May 8, 2025 21:17 UTC SaleCommon Stock 3,000 $40.60 $121,800.00
Disclosure

SEC source: 0001016281-25-000081 · wk-form4_1746739026.xml · nonDerivative · entry 1

Metzger Steven D · CIK 0001703447 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 75,897

F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on November 25, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction.

F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.11 to $41.00, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
May 07, 2025 Filed May 8, 2025 21:16 UTC SaleCommon Stock 4,357 $40.61 $176,937.77
Disclosure

SEC source: 0001016281-25-000080 · wk-form4_1746738993.xml · nonDerivative · entry 1

Quezada Carlos R. · CIK 0001816945 · CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 102,583

F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on December 27, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction.

F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.10 to $41.00, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
April 29, 2025 Filed Apr 29, 2025 22:21 UTC SaleCommon Stock 958 $40.02 $38,339.16
Disclosure

SEC source: 0001016281-25-000069 · wk-form4_1745965270.xml · nonDerivative · entry 2

Quezada Carlos R. · CIK 0001816945 · CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 106,940

F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on December 27, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction.

F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.06, inclusive. The Reporting Person undertakes to provide to Carriage, any security holder of Carriage, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
April 28, 2025 Filed Apr 29, 2025 22:19 UTC SaleCommon Stock 2,492 $40.01 $99,704.92
Disclosure

SEC source: 0001016281-25-000067 · wk-form4_1745965161.xml · nonDerivative · entry 1

Metzger Steven D · CIK 0001703447 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 78,897

F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on November 25, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction.

F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.05, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
April 28, 2025 Filed Apr 29, 2025 22:21 UTC SaleCommon Stock 2,179 $40.02 $87,203.58
Disclosure

SEC source: 0001016281-25-000069 · wk-form4_1745965270.xml · nonDerivative · entry 1

Quezada Carlos R. · CIK 0001816945 · CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 107,898

F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on December 27, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction.

F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.07, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
April 23, 2025 Filed Apr 26, 2025 00:23 UTC SaleCommon Stock 3,508 $40.09 $140,635.72
Disclosure

SEC source: 0001016281-25-000060 · wk-form4_1745626998.xml · nonDerivative · entry 1

Metzger Steven D · CIK 0001703447 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 81,389

F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on November 25, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction.

F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.35, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
April 23, 2025 Filed Apr 26, 2025 00:24 UTC SaleCommon Stock 1,363 $40.12 $54,683.56
Disclosure

SEC source: 0001016281-25-000061 · wk-form4_1745627035.xml · nonDerivative · entry 1

Quezada Carlos R. · CIK 0001816945 · CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 110,077

F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on December 27, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction.

F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.34, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
March 31, 2025 Filed Apr 2, 2025 20:34 UTC
BRUDNICKI GREG MBoard Advisor
GrantCommon Stock 129 $38.75 $4,998.75
Disclosure

SEC source: 0001016281-25-000053 · wk-form4_1743626076.xml · nonDerivative · entry 1

BRUDNICKI GREG M · CIK 0001193242 · Board Advisor

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,455

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 31, 2025 for Director Compensation earned during the first quarter.

Read SEC document
March 31, 2025 Filed Apr 2, 2025 20:33 UTC
Webb SomerDirector
GrantCommon Stock 638 $38.75 $24,722.50
Disclosure

SEC source: 0001016281-25-000052 · wk-form4_1743626006.xml · nonDerivative · entry 1

Webb Somer · CIK 0001926973 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,331

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 31, 2025 for Director Compensation earned during the first quarter.

Read SEC document
March 31, 2025 Filed Apr 2, 2025 20:32 UTC GrantCommon Stock 618 $38.75 $23,947.50
Disclosure

SEC source: 0001016281-25-000051 · wk-form4_1743625958.xml · nonDerivative · entry 1

Sanders Julie · CIK 0001988250 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,559

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 31, 2025 for Director Compensation earned during the first quarter.

Read SEC document
March 31, 2025 Filed Apr 2, 2025 20:32 UTC GrantCommon Stock 610 $38.75 $23,637.50
Disclosure

SEC source: 0001016281-25-000050 · wk-form4_1743625918.xml · nonDerivative · entry 1

Robinson Edmondo · CIK 0002030383 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,761

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 31, 2025 for Director Compensation earned during the first quarter.

Read SEC document
March 07, 2025 Filed Apr 26, 2025 00:26 UTC
Franch Rob PaulChief Information Officer
GrantPerformance Award · Derivative 7,094 Not disclosed Not disclosed
Disclosure

SEC source: 0001016281-25-000064 · wk-form4_1745627161.xml · derivative · entry 2

Franch Rob Paul · CIK 0001923314 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,094

Underlying: Common Stock · 7,094 shares

Expires 2028-03-31

F1 · derivative.exercise_price: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.

F2 · date: This transaction is being reported late due to an administrative oversight.

F1 · price: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.

F1 · derivative.exercise_date: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.

Read SEC document
March 07, 2025 Filed Apr 26, 2025 00:26 UTC
Enwright JohnSVP, CFO and Treasurer
GrantPerformance Award · Derivative 8,260 Not disclosed Not disclosed
Disclosure

SEC source: 0001016281-25-000065 · wk-form4_1745627205.xml · derivative · entry 2

Enwright John · CIK 0001701952 · SVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,260

Underlying: Common Stock · 8,260 shares

Expires 2028-03-31

F1 · derivative.exercise_price: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.

F2 · date: This transaction is being reported late due to an administrative oversight.

F1 · price: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.

F1 · derivative.exercise_date: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.

Read SEC document
March 07, 2025 Filed Apr 26, 2025 00:25 UTC
Shanley KathrynChief Accounting Officer
GrantPerformance Award · Derivative 6,317 Not disclosed Not disclosed
Disclosure

SEC source: 0001016281-25-000063 · wk-form4_1745627120.xml · derivative · entry 2

Shanley Kathryn · CIK 0002017069 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,317

Underlying: Common Stock · 6,317 shares

Expires 2028-03-31

F1 · derivative.exercise_price: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.

F2 · date: This transaction is being reported late due to an administrative oversight.

F1 · price: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.

F1 · derivative.exercise_date: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.

Read SEC document
March 07, 2025 Filed Apr 26, 2025 00:24 UTC
Pudenz ShaneVice President of Sales
GrantPerformance Award · Derivative 7,094 Not disclosed Not disclosed
Disclosure

SEC source: 0001016281-25-000062 · wk-form4_1745627085.xml · derivative · entry 2

Pudenz Shane · CIK 0001913664 · Vice President of Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,094

Underlying: Common Stock · 7,094 shares

Expires 2028-03-31

F1 · derivative.exercise_price: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.

F2 · date: This transaction is being reported late due to an administrative oversight.

F1 · price: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.

F1 · derivative.exercise_date: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.

Read SEC document
March 07, 2025 Filed Apr 26, 2025 00:23 UTC GrantPerformance Award · Derivative 13,605 Not disclosed Not disclosed
Disclosure

SEC source: 0001016281-25-000060 · wk-form4_1745626998.xml · derivative · entry 2

Metzger Steven D · CIK 0001703447 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 13,605

Underlying: Common Stock · 13,605 shares

Expires 2028-03-31

F3 · derivative.exercise_price: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.

F4 · date: This transaction is being reported late due to an administrative oversight.

F3 · price: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.

F3 · derivative.exercise_date: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.

Read SEC document
March 07, 2025 Filed Apr 26, 2025 00:24 UTC GrantPerformance Award · Derivative 20,731 Not disclosed Not disclosed
Disclosure

SEC source: 0001016281-25-000061 · wk-form4_1745627035.xml · derivative · entry 2

Quezada Carlos R. · CIK 0001816945 · CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 20,731

Underlying: Common Stock · 20,731 shares

Expires 2028-03-31

F3 · derivative.exercise_price: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.

F4 · date: This transaction is being reported late due to an administrative oversight.

F3 · price: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.

F3 · derivative.exercise_date: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.

Read SEC document
February 22, 2025 Filed Feb 25, 2025 23:39 UTC Tax withholdingCommon Stock 1,908 $40.75 $77,751.00
Disclosure

SEC source: 0001016281-25-000037 · wk-form4_1740526750.xml · nonDerivative · entry 2

Quezada Carlos R. · CIK 0001816945 · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 110,868

F2 · price: Represents shares withheld by the Issuer on February 22, 2025 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023.

Read SEC document
February 22, 2025 Filed Feb 25, 2025 23:37 UTC Tax withholdingCommon Stock 1,589 $40.75 $64,751.75
Disclosure

SEC source: 0001016281-25-000035 · wk-form4_1740526644.xml · nonDerivative · entry 2

Metzger Steven D · CIK 0001703447 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,471

F2 · price: Represents shares withheld by the Issuer on February 22, 2025 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023.

Read SEC document
February 22, 2025 Filed Feb 25, 2025 23:36 UTC
Elliott Paul DonaldSr. VP and Regional Partner
Tax withholdingCommon Stock 979 $40.75 $39,894.25
Disclosure

SEC source: 0001016281-25-000033 · wk-form4_1740526561.xml · nonDerivative · entry 2

Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,718

F2 · price: Represents shares withheld by the Issuer on February 22, 2025 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023.

Read SEC document
February 22, 2025 Filed Feb 25, 2025 23:34 UTC
Phillips Shawn RSr. VP & Regional Partner
Tax withholdingCommon Stock 1,054 $40.75 $42,950.50
Disclosure

SEC source: 0001016281-25-000031 · wk-form4_1740526488.xml · nonDerivative · entry 2

Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 113,843

F2 · price: Represents shares withheld by the Issuer on February 22, 2025 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023.

Read SEC document
February 22, 2025 Filed Feb 25, 2025 23:31 UTC
Franch Rob PaulChief Information Officer
Tax withholdingCommon Stock 952 $40.75 $38,794.00
Disclosure

SEC source: 0001016281-25-000028 · wk-form4_1740526306.xml · nonDerivative · entry 2

Franch Rob Paul · CIK 0001923314 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,373

F2 · price: Represents shares withheld by the Issuer on February 22, 2025 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 23:39 UTC Tax withholdingCommon Stock 4,285 $40.75 $174,613.75
Disclosure

SEC source: 0001016281-25-000037 · wk-form4_1740526750.xml · nonDerivative · entry 1

Quezada Carlos R. · CIK 0001816945 · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,776

F1 · price: Represents shares withheld by the Issuer on February 21, 2025 to cover taxes associated with the vesting of shares of restricted stock granted on February 21, 2024.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 23:37 UTC Tax withholdingCommon Stock 2,813 $40.75 $114,629.75
Disclosure

SEC source: 0001016281-25-000035 · wk-form4_1740526644.xml · nonDerivative · entry 1

Metzger Steven D · CIK 0001703447 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,060

F1 · price: Represents shares withheld by the Issuer on February 21, 2025 to cover taxes associated with the vesting of shares of restricted stock granted on February 21, 2024.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 23:36 UTC
Elliott Paul DonaldSr. VP and Regional Partner
Tax withholdingCommon Stock 1,448 $40.75 $59,006.00
Disclosure

SEC source: 0001016281-25-000033 · wk-form4_1740526561.xml · nonDerivative · entry 1

Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,697

F1 · price: Represents shares withheld by the Issuer on February 21, 2025 to cover taxes associated with the vesting of shares of restricted stock granted on February 21, 2024.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 23:34 UTC
Phillips Shawn RSr. VP & Regional Partner
Tax withholdingCommon Stock 1,558 $40.75 $63,488.50
Disclosure

SEC source: 0001016281-25-000031 · wk-form4_1740526488.xml · nonDerivative · entry 1

Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 114,897

F1 · price: Represents shares withheld by the Issuer on February 21, 2025 to cover taxes associated with the vesting of shares of restricted stock granted on February 21, 2024.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 23:31 UTC
Franch Rob PaulChief Information Officer
Tax withholdingCommon Stock 1,404 $40.75 $57,213.00
Disclosure

SEC source: 0001016281-25-000028 · wk-form4_1740526306.xml · nonDerivative · entry 1

Franch Rob Paul · CIK 0001923314 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,325

F1 · price: Represents shares withheld by the Issuer on February 21, 2025 to cover taxes associated with the vesting of shares of restricted stock granted on February 21, 2024.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 02:55 UTC
Phillips Shawn RSr. VP & Regional Partner
Exercise / conversionPerformance Award · Derivative 32,778 $39.85 $1,306,203.30
Disclosure

SEC source: 0001016281-25-000026 · wk-form4_1740192912.xml · derivative · entry 4

Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 32,778 shares

Expires 2024-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Represents performance awards, payable in shares, granted on May 19, 2020 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan. These awards vested on December 31, 2024 and were issued on February 19, 2025.

F3 · derivative.exercise_date: Represents performance awards, payable in shares, granted on May 19, 2020 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan. These awards vested on December 31, 2024 and were issued on February 19, 2025.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 02:55 UTC
Phillips Shawn RSr. VP & Regional Partner
Tax withholdingCommon Stock 14,052 $39.85 $559,972.20
Disclosure

SEC source: 0001016281-25-000026 · wk-form4_1740192912.xml · nonDerivative · entry 3

Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,455

F2 · shares: Represents shares withheld by the Issuer on February 19, 2025 to cover taxes associated with the vesting of performance awards shares which were granted on May 19, 2020, vested on December 31, 2024, and issued on February 19, 2025, in accordance with the terms of the award.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 02:55 UTC
Phillips Shawn RSr. VP & Regional Partner
Exercise / conversionCommon Stock 32,778 $39.85 $1,306,203.30
Disclosure

SEC source: 0001016281-25-000026 · wk-form4_1740192912.xml · nonDerivative · entry 2

Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,461

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 02:55 UTC
Phillips Shawn RSr. VP & Regional Partner
GrantCommon Stock 6,680 $41.54 $277,487.20
Disclosure

SEC source: 0001016281-25-000026 · wk-form4_1740192912.xml · nonDerivative · entry 1

Phillips Shawn R · CIK 0001427418 · Sr. VP & Regional Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,683

F1 · shares: Restricted Stock grant pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/19/2026.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 02:46 UTC
Elliott Paul DonaldSr. VP and Regional Partner
Exercise / conversionPerformance Award · Derivative 32,778 $39.85 $1,306,203.30
Disclosure

SEC source: 0001016281-25-000025 · wk-form4_1740192392.xml · derivative · entry 5

Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 32,778 shares

Expires 2024-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Represents performance awards, payable in shares, granted on May 19, 2020 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan. These awards vested on December 31, 2024 and were issued on February 19, 2025.

F3 · derivative.exercise_date: Represents performance awards, payable in shares, granted on May 19, 2020 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan. These awards vested on December 31, 2024 and were issued on February 19, 2025.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 02:46 UTC
Elliott Paul DonaldSr. VP and Regional Partner
Tax withholdingCommon Stock 9,307 $39.85 $370,883.95
Disclosure

SEC source: 0001016281-25-000025 · wk-form4_1740192392.xml · nonDerivative · entry 3

Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,145

F2 · shares: Represents shares withheld by the Issuer on February 19, 2025 to cover taxes associated with the vesting of performance awards shares which were granted on May 19, 2020, vested on December 31, 2024, and issued on February 19, 2025, in accordance with the terms of the award.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 02:46 UTC
Elliott Paul DonaldSr. VP and Regional Partner
Exercise / conversionCommon Stock 32,778 $39.85 $1,306,203.30
Disclosure

SEC source: 0001016281-25-000025 · wk-form4_1740192392.xml · nonDerivative · entry 2

Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,443

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 02:46 UTC
Elliott Paul DonaldSr. VP and Regional Partner
GrantCommon Stock 6,499 $41.54 $269,968.46
Disclosure

SEC source: 0001016281-25-000025 · wk-form4_1740192392.xml · nonDerivative · entry 1

Elliott Paul Donald · CIK 0001557459 · Sr. VP and Regional Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,665

F1 · shares: Restricted Stock grant pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/19/2026.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 02:31 UTC Exercise / conversionPerformance Award · Derivative 56,190 $39.85 $2,239,171.50
Disclosure

SEC source: 0001016281-25-000022 · wk-form4_1740191470.xml · derivative · entry 4

Quezada Carlos R. · CIK 0001816945 · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 56,190 shares

Expires 2024-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Represents performance awards, payable in shares, granted on June 25, 2020 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan. These awards vested on December 31, 2024 and were issued on February 19, 2025.

F3 · derivative.exercise_date: Represents performance awards, payable in shares, granted on June 25, 2020 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan. These awards vested on December 31, 2024 and were issued on February 19, 2025.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 02:31 UTC Tax withholdingCommon Stock 18,448 $39.85 $735,152.80
Disclosure

SEC source: 0001016281-25-000022 · wk-form4_1740191470.xml · nonDerivative · entry 3

Quezada Carlos R. · CIK 0001816945 · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 117,061

F2 · shares: Represents shares withheld by the Issuer on February 19, 2025 to cover taxes associated with the vesting of performance awards shares which were granted on June 25, 2020, vested on December 31, 2024, and issued on February 19, 2025, in accordance with the terms of the award.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 02:31 UTC Exercise / conversionCommon Stock 56,190 $39.85 $2,239,171.50
Disclosure

SEC source: 0001016281-25-000022 · wk-form4_1740191470.xml · nonDerivative · entry 2

Quezada Carlos R. · CIK 0001816945 · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 135,509

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 02:31 UTC GrantCommon Stock 19,258 $41.54 $799,977.32
Disclosure

SEC source: 0001016281-25-000022 · wk-form4_1740191470.xml · nonDerivative · entry 1

Quezada Carlos R. · CIK 0001816945 · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,319

F1 · shares: Restricted Stock grant pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/19/2026.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.