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CARRIAGE SERVICES INC

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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
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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
March 29, 2024 Filed Apr 2, 2024 23:41 UTC
BRUDNICKI GREG MBoard Advisor
GrantCommon Stock 184 $27.04 $4,975.36
Disclosure

SEC source: 0001016281-24-000078 · wk-form4_1712101273.xml · nonDerivative · entry 1

BRUDNICKI GREG M · CIK 0001193242 · Board Advisor

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,863

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 29, 2024 for Director Compensation earned during the first quarter.

Read SEC document
March 29, 2024 Filed Apr 2, 2024 23:40 UTC GrantCommon Stock 1,365 $27.04 $36,909.60
Disclosure

SEC source: 0001016281-24-000077 · wk-form4_1712101247.xml · nonDerivative · entry 1

Fargason Charles · CIK 0001983709 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,005

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 29, 2024 for Director Compensation earned during the first quarter.

Read SEC document
March 29, 2024 Filed Apr 2, 2024 23:40 UTC
Webb SomerDirector
GrantCommon Stock 1,340 $27.04 $36,233.60
Disclosure

SEC source: 0001016281-24-000076 · wk-form4_1712101216.xml · nonDerivative · entry 1

Webb Somer · CIK 0001926973 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,784

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 29, 2024 for Director Compensation earned during the first quarter.

Read SEC document
March 29, 2024 Filed Apr 2, 2024 23:39 UTC GrantCommon Stock 1,294 $27.04 $34,989.76
Disclosure

SEC source: 0001016281-24-000074 · wk-form4_1712101166.xml · nonDerivative · entry 1

Meehan Douglas B. · CIK 0001741090 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,471

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 29, 2024 for Director Compensation earned during the first quarter.

Read SEC document
March 20, 2024 Filed Mar 21, 2024 21:10 UTC
Elliott Paul DonaldSr. VP and Regional Partner
SaleCommon Stock 6,500 $25.87 $168,155.00
Disclosure

SEC source: 0001016281-24-000060 · wk-form4_1711055401.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: 38,178

F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.82 to $26.04, 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 19, 2024 Filed Mar 20, 2024 21:29 UTC PurchaseCommon Stock 6,000 $25.58 $153,480.00
Disclosure

SEC source: 0001016281-24-000050 · wk-form4_1710970176.xml · nonDerivative · entry 1

Fargason Charles · CIK 0001983709 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,640

Read SEC document
March 13, 2024 Filed Mar 13, 2024 20:21 UTC
GRANMAYEH LANCE KIANEVP, CFO and Treasurer
SaleCommon Stock 1,718 $26.14 $44,908.52
Disclosure

SEC source: 0001016281-24-000048 · wk-form4_1710361305.xml · nonDerivative · entry 1

GRANMAYEH LANCE KIAN · CIK 0001806555 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,162

F1 · shares: Represents shares withheld on 3/13/2024 to cover taxes associated with the vesting of shares of restricted stock granted on 3/13/2023.

Read SEC document
March 08, 2024 Filed Mar 11, 2024 20:40 UTC PurchaseCommon Stock 5,000 $26.10 $130,500.00
Disclosure

SEC source: 0001016281-24-000045 · wk-form4_1710189608.xml · nonDerivative · entry 1

Fargason Charles · CIK 0001983709 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,640

Read SEC document
February 22, 2024 Filed Feb 24, 2024 02:20 UTC
Pape RobbieSr. VP & Regional Partner
SaleCommon Stock 831 $25.58 $21,256.98
Disclosure

SEC source: 0001016281-24-000030 · wk-form4_1708741182.xml · nonDerivative · entry 2

Pape Robbie · CIK 0001948852 · Sr. VP & Regional Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,344

F2 · shares: Represents shares withheld on February 22, 2024 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023.

Read SEC document
February 22, 2024 Filed Feb 24, 2024 02:19 UTC
Franch Rob PaulChief Information Officer
SaleCommon Stock 831 $25.58 $21,256.98
Disclosure

SEC source: 0001016281-24-000029 · wk-form4_1708741148.xml · nonDerivative · entry 2

Franch Rob Paul · CIK 0001923314 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,139

F2 · shares: Represents shares withheld on February 22, 2024 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023.

Read SEC document
February 22, 2024 Filed Feb 24, 2024 02:18 UTC
Schappaugh PeggyVP of Operations & Acquistions
SaleCommon Stock 714 $25.58 $18,264.12
Disclosure

SEC source: 0001016281-24-000028 · wk-form4_1708741051.xml · nonDerivative · entry 2

Schappaugh Peggy · CIK 0001806645 · VP of Operations & Acquistions

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,861

F2 · shares: Represents shares withheld on February 22, 2024 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023.

Read SEC document
February 22, 2024 Filed Feb 24, 2024 02:17 UTC
Elliott Paul DonaldSr. VP and Regional Partner
SaleCommon Stock 855 $25.58 $21,870.90
Disclosure

SEC source: 0001016281-24-000027 · wk-form4_1708741028.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: 44,678

F2 · shares: Represents shares withheld on February 22, 2024 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023.

Read SEC document
February 22, 2024 Filed Feb 24, 2024 02:16 UTC
Quezada Carlos R.President & COO
SaleCommon Stock 1,666 $25.58 $42,616.28
Disclosure

SEC source: 0001016281-24-000025 · wk-form4_1708740967.xml · nonDerivative · entry 2

Quezada Carlos R. · CIK 0001816945 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,062

F2 · shares: Represents shares withheld on February 22, 2024 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023.

Read SEC document
February 22, 2024 Filed Feb 24, 2024 02:15 UTC
Olaniyan AdeolaPrincipal Accounting Officer
SaleCommon Stock 463 $25.58 $11,843.54
Disclosure

SEC source: 0001016281-24-000024 · wk-form4_1708740943.xml · nonDerivative · entry 2

Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,763

F2 · shares: Represents shares withheld on February 22, 2024 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023.

Read SEC document
February 22, 2024 Filed Feb 24, 2024 02:15 UTC
Pudenz ShaneVP of Sales and Marketing
SaleCommon Stock 653 $25.58 $16,703.74
Disclosure

SEC source: 0001016281-24-000023 · wk-form4_1708740908.xml · nonDerivative · entry 2

Pudenz Shane · CIK 0001913664 · VP of Sales and Marketing

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,903

F2 · shares: Represents shares withheld on February 22, 2024 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023.

Read SEC document
February 22, 2024 Filed Feb 24, 2024 02:14 UTC SaleCommon Stock 3,524 $25.58 $90,143.92
Disclosure

SEC source: 0001016281-24-000022 · wk-form4_1708740879.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,129,809

F1 · shares: Represents shares withheld on 2/22/2024 to cover taxes associated with the vesting of shares of restricted stock granted on 2/22/2023.

Read SEC document
February 22, 2024 Filed Feb 24, 2024 02:13 UTC
Phillips Shawn RSr. VP & Regional Partner
SaleCommon Stock 855 $25.58 $21,870.90
Disclosure

SEC source: 0001016281-24-000021 · wk-form4_1708740784.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 123,902

F2 · shares: Represents shares withheld on February 22, 2024 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023.

Read SEC document
February 22, 2024 Filed Feb 24, 2024 02:12 UTC
Metzger Steven DEVP & General Counsel
SaleCommon Stock 1,388 $25.58 $35,505.04
Disclosure

SEC source: 0001016281-24-000020 · wk-form4_1708740758.xml · nonDerivative · entry 2

Metzger Steven D · CIK 0001703447 · EVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,975

F2 · shares: Represents shares withheld on February 22, 2024 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023.

Read SEC document
February 22, 2024 Filed Mar 20, 2024 22:03 UTC Amendment
Schappaugh PeggySVP - Operations & Acquisition
SaleCommon Stock 714 $25.58 $18,264.12
Disclosure

SEC source: 0001016281-24-000058 · wk-form4a_1710972200.xml · nonDerivative · entry 2

Schappaugh Peggy · CIK 0001806645 · SVP - Operations & Acquisition

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,861

F2 · shares: Represents shares withheld on February 22, 2024 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023.

Read SEC document
February 22, 2024 Filed Mar 20, 2024 22:02 UTC Amendment
Olaniyan AdeolaCorporate Controller
SaleCommon Stock 463 $25.58 $11,843.54
Disclosure

SEC source: 0001016281-24-000057 · wk-form4a_1710972135.xml · nonDerivative · entry 2

Olaniyan Adeola · CIK 0001696620 · Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,763

F2 · shares: Represents shares withheld on February 22, 2024 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023.

Read SEC document
February 22, 2024 Filed Mar 20, 2024 22:02 UTC Amendment
Pape RobbieSr. VP & Regional Partner
SaleCommon Stock 831 $25.58 $21,256.98
Disclosure

SEC source: 0001016281-24-000056 · wk-form4a_1710972112.xml · nonDerivative · entry 2

Pape Robbie · CIK 0001948852 · Sr. VP & Regional Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,344

F2 · shares: Represents shares withheld on February 22, 2024 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 02:20 UTC
Pape RobbieSr. VP & Regional Partner
GrantStock Options · Derivative 26,100 Not disclosed Strike: $24.48 Not disclosed
Disclosure

SEC source: 0001016281-24-000030 · wk-form4_1708741182.xml · derivative · entry 3

Pape Robbie · CIK 0001948852 · Sr. VP & Regional Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,100

Underlying: Common Stock · 26,100 shares

Expires 2034-02-21

F3 · price: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025.

F3 · derivative.exercise_date: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 02:20 UTC
Pape RobbieSr. VP & Regional Partner
GrantCommon Stock 11,040 $24.48 $270,259.20
Disclosure

SEC source: 0001016281-24-000030 · wk-form4_1708741182.xml · nonDerivative · entry 1

Pape Robbie · CIK 0001948852 · Sr. VP & Regional Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,175

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 2/21/2025.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 02:19 UTC
Franch Rob PaulChief Information Officer
GrantStock Options · Derivative 25,380 Not disclosed Strike: $24.48 Not disclosed
Disclosure

SEC source: 0001016281-24-000029 · wk-form4_1708741148.xml · derivative · entry 3

Franch Rob Paul · CIK 0001923314 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,380

Underlying: Common Stock · 25,380 shares

Expires 2034-02-21

F3 · price: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025.

F3 · derivative.exercise_date: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 02:19 UTC
Franch Rob PaulChief Information Officer
GrantCommon Stock 10,710 $24.48 $262,180.80
Disclosure

SEC source: 0001016281-24-000029 · wk-form4_1708741148.xml · nonDerivative · entry 1

Franch Rob Paul · CIK 0001923314 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,970

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 2/21/2025.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 02:18 UTC
Schappaugh PeggyVP of Operations & Acquistions
GrantStock Options · Derivative 23,580 Not disclosed Strike: $24.48 Not disclosed
Disclosure

SEC source: 0001016281-24-000028 · wk-form4_1708741051.xml · derivative · entry 3

Schappaugh Peggy · CIK 0001806645 · VP of Operations & Acquistions

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,580

Underlying: Common Stock · 23,580 shares

Expires 2034-02-21

F3 · price: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025.

F3 · derivative.exercise_date: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 02:18 UTC
Schappaugh PeggyVP of Operations & Acquistions
GrantCommon Stock 9,960 $24.48 $243,820.80
Disclosure

SEC source: 0001016281-24-000028 · wk-form4_1708741051.xml · nonDerivative · entry 1

Schappaugh Peggy · CIK 0001806645 · VP of Operations & Acquistions

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,575

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 2/21/2025.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 02:17 UTC
Elliott Paul DonaldSr. VP and Regional Partner
GrantStock Options · Derivative 26,100 Not disclosed Strike: $24.48 Not disclosed
Disclosure

SEC source: 0001016281-24-000027 · wk-form4_1708741028.xml · derivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,100

Underlying: Common Stock · 26,100 shares

Expires 2034-02-21

F3 · price: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025.

F3 · derivative.exercise_date: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 02:17 UTC
Elliott Paul DonaldSr. VP and Regional Partner
GrantCommon Stock 11,040 $24.48 $270,259.20
Disclosure

SEC source: 0001016281-24-000027 · wk-form4_1708741028.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: 45,533

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 2/21/2025.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 02:16 UTC
GRANMAYEH LANCE KIANEVP, CFO and Treasurer
GrantCommon Stock · Derivative 42,300 Not disclosed Strike: $24.48 Not disclosed
Disclosure

SEC source: 0001016281-24-000026 · wk-form4_1708740991.xml · derivative · entry 2

GRANMAYEH LANCE KIAN · CIK 0001806555 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,300

Underlying: Common · 42,300 shares

Expires 2034-02-21

F2 · price: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025.

F2 · derivative.exercise_date: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 02:16 UTC
GRANMAYEH LANCE KIANEVP, CFO and Treasurer
GrantCommon Stock 17,880 $24.48 $437,702.40
Disclosure

SEC source: 0001016281-24-000026 · wk-form4_1708740991.xml · nonDerivative · entry 1

GRANMAYEH LANCE KIAN · CIK 0001806555 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,880

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 2/21/2025.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 02:16 UTC
Quezada Carlos R.President & COO
GrantStock Options · Derivative 77,370 Not disclosed Strike: $24.48 Not disclosed
Disclosure

SEC source: 0001016281-24-000025 · wk-form4_1708740967.xml · derivative · entry 3

Quezada Carlos R. · CIK 0001816945 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,370

Underlying: Common Stock · 77,370 shares

Expires 2034-02-21

F3 · price: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025

F3 · derivative.exercise_date: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025

Read SEC document
February 21, 2024 Filed Feb 24, 2024 02:16 UTC
Quezada Carlos R.President & COO
GrantCommon Stock 32,670 $24.48 $799,761.60
Disclosure

SEC source: 0001016281-24-000025 · wk-form4_1708740967.xml · nonDerivative · entry 1

Quezada Carlos R. · CIK 0001816945 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,728

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 2/21/2025.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 02:15 UTC
Olaniyan AdeolaPrincipal Accounting Officer
GrantStock Options · Derivative 4,710 Not disclosed Strike: $24.48 Not disclosed
Disclosure

SEC source: 0001016281-24-000024 · wk-form4_1708740943.xml · derivative · entry 3

Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,710

Underlying: Common Stock · 4,710 shares

Expires 2034-02-21

F3 · price: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025

F3 · derivative.exercise_date: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025

Read SEC document
February 21, 2024 Filed Feb 24, 2024 02:15 UTC
Olaniyan AdeolaPrincipal Accounting Officer
GrantCommon Stock 1,980 $24.48 $48,470.40
Disclosure

SEC source: 0001016281-24-000024 · wk-form4_1708740943.xml · nonDerivative · entry 1

Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,226

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 2/21/2025.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 02:15 UTC
Pudenz ShaneVP of Sales and Marketing
GrantStock Options · Derivative 22,860 Not disclosed Strike: $24.48 Not disclosed
Disclosure

SEC source: 0001016281-24-000023 · wk-form4_1708740908.xml · derivative · entry 3

Pudenz Shane · CIK 0001913664 · VP of Sales and Marketing

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,860

Underlying: Common Stock · 22,860 shares

Expires 2034-02-21

F3 · price: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025.

F3 · derivative.exercise_date: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 02:15 UTC
Pudenz ShaneVP of Sales and Marketing
GrantCommon Stock 9,660 $24.48 $236,476.80
Disclosure

SEC source: 0001016281-24-000023 · wk-form4_1708740908.xml · nonDerivative · entry 1

Pudenz Shane · CIK 0001913664 · VP of Sales and Marketing

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,556

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 2/21/2025.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 02:13 UTC
Phillips Shawn RSr. VP & Regional Partner
GrantStock Options · Derivative 26,100 Not disclosed Strike: $24.48 Not disclosed
Disclosure

SEC source: 0001016281-24-000021 · wk-form4_1708740784.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,100

Underlying: Common Stock · 26,100 shares

Expires 2034-02-21

F3 · price: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025.

F3 · derivative.exercise_date: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 02:13 UTC
Phillips Shawn RSr. VP & Regional Partner
GrantCommon Stock 11,040 $24.48 $270,259.20
Disclosure

SEC source: 0001016281-24-000021 · wk-form4_1708740784.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 124,757

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 2/21/2025.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 02:12 UTC
Metzger Steven DEVP & General Counsel
GrantStock Options · Derivative 50,760 Not disclosed Strike: $24.48 Not disclosed
Disclosure

SEC source: 0001016281-24-000020 · wk-form4_1708740758.xml · derivative · entry 3

Metzger Steven D · CIK 0001703447 · EVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,760

Underlying: Common Stock · 50,760 shares

Expires 2034-02-21

F3 · price: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025.

F3 · derivative.exercise_date: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025.

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February 21, 2024 Filed Feb 24, 2024 02:12 UTC
Metzger Steven DEVP & General Counsel
GrantCommon Stock 21,450 $24.48 $525,096.00
Disclosure

SEC source: 0001016281-24-000020 · wk-form4_1708740758.xml · nonDerivative · entry 1

Metzger Steven D · CIK 0001703447 · EVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,363

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 2/21/2025.

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February 21, 2024 Filed Mar 20, 2024 22:03 UTC Amendment
Schappaugh PeggySVP - Operations & Acquisition
GrantStock Options · Derivative 23,580 Not disclosed Strike: $24.48 Not disclosed
Disclosure

SEC source: 0001016281-24-000058 · wk-form4a_1710972200.xml · derivative · entry 3

Schappaugh Peggy · CIK 0001806645 · SVP - Operations & Acquisition

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,580

Underlying: Common Stock · 23,580 shares

Expires 2034-02-21

F3 · price: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025.

F3 · derivative.exercise_date: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025.

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February 21, 2024 Filed Mar 20, 2024 22:03 UTC Amendment
Schappaugh PeggySVP - Operations & Acquisition
GrantCommon Stock 9,960 $24.48 $243,820.80
Disclosure

SEC source: 0001016281-24-000058 · wk-form4a_1710972200.xml · nonDerivative · entry 1

Schappaugh Peggy · CIK 0001806645 · SVP - Operations & Acquisition

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,575

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 2/21/2025.

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February 21, 2024 Filed Mar 20, 2024 22:02 UTC Amendment
Olaniyan AdeolaCorporate Controller
GrantStock Options · Derivative 4,710 Not disclosed Strike: $24.48 Not disclosed
Disclosure

SEC source: 0001016281-24-000057 · wk-form4a_1710972135.xml · derivative · entry 3

Olaniyan Adeola · CIK 0001696620 · Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,710

Underlying: Common Stock · 4,710 shares

Expires 2034-02-21

F3 · price: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025

F3 · derivative.exercise_date: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025

Read SEC document
February 21, 2024 Filed Mar 20, 2024 22:02 UTC Amendment
Olaniyan AdeolaCorporate Controller
GrantCommon Stock 1,980 $24.48 $48,470.40
Disclosure

SEC source: 0001016281-24-000057 · wk-form4a_1710972135.xml · nonDerivative · entry 1

Olaniyan Adeola · CIK 0001696620 · Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,226

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 2/21/2025.

Read SEC document
February 21, 2024 Filed Mar 20, 2024 22:02 UTC Amendment
Pape RobbieSr. VP & Regional Partner
GrantStock Options · Derivative 26,100 Not disclosed Strike: $24.48 Not disclosed
Disclosure

SEC source: 0001016281-24-000056 · wk-form4a_1710972112.xml · derivative · entry 3

Pape Robbie · CIK 0001948852 · Sr. VP & Regional Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,100

Underlying: Common Stock · 26,100 shares

Expires 2034-02-21

F3 · price: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025.

F3 · derivative.exercise_date: Stock Options granted on 2/21/2024 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/21/2025.

Read SEC document
February 21, 2024 Filed Mar 20, 2024 22:02 UTC Amendment
Pape RobbieSr. VP & Regional Partner
GrantCommon Stock 11,040 $24.48 $270,259.20
Disclosure

SEC source: 0001016281-24-000056 · wk-form4a_1710972112.xml · nonDerivative · entry 1

Pape Robbie · CIK 0001948852 · Sr. VP & Regional Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,175

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 2/21/2025.

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December 29, 2023 Filed Jan 3, 2024 21:24 UTC
Webb SomerDirector
GrantCommon Stock 1,448 $25.01 $36,214.48
Disclosure

SEC source: 0001016281-24-000008 · wk-form4_1704317055.xml · nonDerivative · entry 1

Webb Somer · CIK 0001926973 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,444

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 29, 2023 for Director Compensation earned during the fourth quarter.

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December 29, 2023 Filed Jan 3, 2024 21:23 UTC GrantCommon Stock 1,448 $25.01 $36,214.48
Disclosure

SEC source: 0001016281-24-000007 · wk-form4_1704317010.xml · nonDerivative · entry 1

Fargason Charles · CIK 0001983709 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,640

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 29, 2023 for Director Compensation earned during the fourth quarter.

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December 29, 2023 Filed Jan 3, 2024 21:21 UTC
BRUDNICKI GREG MBoard Advisor
GrantCommon Stock 199 $25.01 $4,976.99
Disclosure

SEC source: 0001016281-24-000005 · wk-form4_1704316893.xml · nonDerivative · entry 1

BRUDNICKI GREG M · CIK 0001193242 · Board Advisor

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,679

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 29, 2023 for Director Compensation earned during the fourth quarter.

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