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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
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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
December 29, 2023 Filed Jan 3, 2024 21:23 UTC GrantCommon Stock 1,399 $25.01 $34,988.99
Disclosure

SEC source: 0001016281-24-000006 · wk-form4_1704316936.xml · nonDerivative · entry 1

Meehan Douglas B. · CIK 0001741090 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,177

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.

Read SEC document
September 29, 2023 Filed Oct 3, 2023 21:58 UTC GrantCommon Stock 1,282 $28.25 $36,216.50
Disclosure

SEC source: 0001016281-23-000124 · wk-form4_1696370326.xml · nonDerivative · entry 1

Fargason Charles · CIK 0001983709 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,192

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

Read SEC document
September 29, 2023 Filed Oct 3, 2023 21:58 UTC
Webb SomerDirector
GrantCommon Stock 1,227 $28.25 $34,662.75
Disclosure

SEC source: 0001016281-23-000122 · wk-form4_1696370279.xml · nonDerivative · entry 1

Webb Somer · CIK 0001926973 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,996

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

Read SEC document
September 29, 2023 Filed Oct 3, 2023 21:57 UTC
BRUDNICKI GREG MBoard Advisor
GrantCommon Stock 176 $28.25 $4,972.00
Disclosure

SEC source: 0001016281-23-000120 · wk-form4_1696370210.xml · nonDerivative · entry 1

BRUDNICKI GREG M · CIK 0001193242 · Board Advisor

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,480

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

Read SEC document
September 29, 2023 Filed Oct 3, 2023 21:56 UTC GrantCommon Stock 1,238 $28.25 $34,973.50
Disclosure

SEC source: 0001016281-23-000118 · wk-form4_1696370163.xml · nonDerivative · entry 1

Meehan Douglas B. · CIK 0001741090 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,778

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

Read SEC document
June 30, 2023 Filed Jul 3, 2023 20:35 UTC GrantCommon Stock 1,077 $32.47 $34,970.19
Disclosure

SEC source: 0001016281-23-000094 · wk-form4_1688416506.xml · nonDerivative · entry 1

Meehan Douglas B. · CIK 0001741090 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,540

F1 · balance_after: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2023 for Director Compensation earned during the second quarter.

Read SEC document
June 30, 2023 Filed Jul 3, 2023 20:33 UTC
BRUDNICKI GREG MBoard Advisor
GrantCommon Stock 153 $32.47 $4,967.91
Disclosure

SEC source: 0001016281-23-000092 · wk-form4_1688416423.xml · nonDerivative · entry 1

BRUDNICKI GREG M · CIK 0001193242 · Board Advisor

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,304

F1 · balance_after: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2023 for Director Compensation earned during the second quarter.

Read SEC document
June 14, 2023 Filed Jun 14, 2023 22:08 UTC
PAYNE MELVIN CDirector · CEO · 10% owner
SaleCommon Stock 14,000 $27.42 $383,880.00
Disclosure

SEC source: 0001016281-23-000086 · wk-form4_1686780520.xml · nonDerivative · entry 2

PAYNE MELVIN C · CIK 0001024177 · Director · CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,153,853

F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1 Plan entered into by the Reporting Person on March 13, 2023. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction.

F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.18 to $28.01, 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
June 13, 2023 Filed Jun 14, 2023 22:08 UTC
PAYNE MELVIN CDirector · CEO · 10% owner
SaleCommon Stock 36,000 $27.49 $989,640.00
Disclosure

SEC source: 0001016281-23-000086 · wk-form4_1686780520.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,167,853

F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1 Plan entered into by the Reporting Person on March 13, 2023. 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 $27.20 to $28.14, 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.

F3 · balance_after: Due to an inadvertent administrative error, prior Form 4 filings made by the Reporting Person inadvertently overstated the number of securities beneficially owned in Column 5 of such filings by 21,864. Following a routine review and reconciliation of the Reporting Person?s holdings which identified this inadvertent error in his reporting, the Reporting Person has corrected the inadvertent overstatement in this Form 4 filing and removed 21,864 shares from the number of securities he beneficially owns.

Read SEC document
May 23, 2023 Filed May 25, 2023 22:04 UTC
Elliott Paul DonaldSr. VP and Regional Partner
Exercise / conversionStock Options · Derivative 17,300 $20.06 Strike: $20.06 $347,038.00
Disclosure

SEC source: 0001016281-23-000080 · wf-form4_168505225572090.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 · 17,300 shares

Expires 2026-02-23

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_date: Stock Options granted on 2/23/2016 pursuant to the Carriage Services, Inc. Second Amended and Restated 2006 Long-Term Incentive Plan which vested in equal increments each year over five years beginning 2/23/2017. 17,300 options were exercised on 5/23/2023.

Read SEC document
May 23, 2023 Filed May 25, 2023 22:04 UTC
Elliott Paul DonaldSr. VP and Regional Partner
SaleCommon Stock 3,894 $27.78 $108,175.32
Disclosure

SEC source: 0001016281-23-000080 · wf-form4_168505225572090.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: 33,891

F2 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.60 to $27.94, inclusive. The reporting person undertakes to provide to theIssuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, on request, full information regarding the number of shares sold at each separate price.

Read SEC document
May 23, 2023 Filed May 25, 2023 22:04 UTC
Elliott Paul DonaldSr. VP and Regional Partner
Tax withholdingCommon Stock 13,388 $27.43 $367,232.84
Disclosure

SEC source: 0001016281-23-000080 · wf-form4_168505225572090.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: 37,785

F1 · shares: Represents shares withheld on 5/23/2023 to cover the option price and taxes associated with the exercise of stock options.

Read SEC document
May 23, 2023 Filed May 25, 2023 22:04 UTC
Elliott Paul DonaldSr. VP and Regional Partner
Exercise / conversionCommon Stock 17,300 $20.06 $347,038.00
Disclosure

SEC source: 0001016281-23-000080 · wf-form4_168505225572090.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: 51,173

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
May 19, 2023 Filed May 22, 2023 20:59 UTC
Pudenz ShaneVP of Sales and Marketing
SaleCommon Stock 216 $28.04 $6,056.64
Disclosure

SEC source: 0001016281-23-000078 · wf-form4_168478913863176.xml · nonDerivative · entry 1

Pudenz Shane · CIK 0001913664 · VP of Sales and Marketing

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,700

Read SEC document
May 10, 2023 Filed May 11, 2023 22:47 UTC
Pudenz ShaneVP of Sales and Marketing
SaleCommon Stock 99 $27.65 $2,737.35
Disclosure

SEC source: 0001016281-23-000073 · wf-form4_168384520851017.xml · nonDerivative · entry 1

Pudenz Shane · CIK 0001913664 · VP of Sales and Marketing

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,916

Read SEC document
March 31, 2023 Filed Apr 3, 2023 22:35 UTC
Brink Carl BenjaminFormer EVP & CFO
Exercise / conversionStock Options · Derivative 12,000 $25.43 Strike: $25.43 $305,160.00
Disclosure

SEC source: 0001016281-23-000052 · wf-form4_168056132785162.xml · derivative · entry 4

Brink Carl Benjamin · CIK 0001643336 · Former EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 12,000 shares

Expires 2023-04-02

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.

F2 · derivative.exercise_date: Stock Options granted on 2/14/2018 pursuant to the Carriage Services, Inc. 2017 Omnibus Plan which vested in equal increments each year over five years beginning 2/14/2019. 12,000 options were exercised on 3/31/2023.

Read SEC document
March 31, 2023 Filed Apr 3, 2023 22:35 UTC
Brink Carl BenjaminFormer EVP & CFO
Tax withholdingCommon Stock 10,874 $30.08 $327,089.92
Disclosure

SEC source: 0001016281-23-000052 · wf-form4_168056132785162.xml · nonDerivative · entry 2

Brink Carl Benjamin · CIK 0001643336 · Former EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,240

F1 · shares: Represents shares withheld on 3/31/2023 to cover the option price and taxes associated with the exercise of stock options.

Read SEC document
March 31, 2023 Filed Apr 3, 2023 22:35 UTC
Brink Carl BenjaminFormer EVP & CFO
Exercise / conversionCommon Stock 12,000 $25.43 $305,160.00
Disclosure

SEC source: 0001016281-23-000052 · wf-form4_168056132785162.xml · nonDerivative · entry 1

Brink Carl Benjamin · CIK 0001643336 · Former EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,114

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
March 31, 2023 Filed Apr 4, 2023 21:04 UTC
BRUDNICKI GREG MBoard Advisor
GrantCommon Stock 163 $30.52 $4,974.76
Disclosure

SEC source: 0001016281-23-000061 · wf-form4_168064223437921.xml · nonDerivative · entry 1

BRUDNICKI GREG M · CIK 0001193242 · Board Advisor

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,151

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 31, 2023 for Director Compensation earned during the first quarter.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 21:03 UTC GrantCommon Stock 1,146 $30.52 $34,975.92
Disclosure

SEC source: 0001016281-23-000060 · wf-form4_168064220934753.xml · nonDerivative · entry 1

Meehan Douglas B. · CIK 0001741090 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,088

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 31, 2023 for Director Compensation earned during the first quarter.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 21:03 UTC GrantCommon Stock 1,186 $30.52 $36,196.72
Disclosure

SEC source: 0001016281-23-000059 · wf-form4_168064217469866.xml · nonDerivative · entry 1

FINGERHUT BARRY K · CIK 0001047744 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,666

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 31, 2023 for Director Compensation earned during the first quarter.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 21:02 UTC GrantCommon Stock 1,186 $30.52 $36,196.72
Disclosure

SEC source: 0001016281-23-000058 · wf-form4_168064214352722.xml · nonDerivative · entry 1

Messac Achille · CIK 0001819907 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,784

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on March 31, 2023 for Director Compensation earned during the first quarter.

Read SEC document
February 22, 2023 Filed Feb 24, 2023 22:19 UTC
Pape RobbieSr. VP & Regional Partner
GrantStock Options · Derivative 15,750 Not disclosed Strike: $32.69 Not disclosed
Disclosure

SEC source: 0001016281-23-000040 · wf-form4_167727714414623.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,750

Underlying: Common Stock · 15,750 shares

Expires 2033-02-22

F2 · price: Stock Options granted on 2/22/2023 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024.

F2 · derivative.exercise_date: Stock Options granted on 2/22/2023 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024.

Read SEC document
February 22, 2023 Filed Feb 24, 2023 22:19 UTC
Pape RobbieSr. VP & Regional Partner
GrantCommon Stock 7,260 $32.69 $237,329.40
Disclosure

SEC source: 0001016281-23-000040 · wf-form4_167727714414623.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,260

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 2/22/2024.

Read SEC document
February 22, 2023 Filed Feb 24, 2023 22:19 UTC
Franch Rob PaulChief Information Officer
GrantStock Options · Derivative 15,750 Not disclosed Strike: $32.69 Not disclosed
Disclosure

SEC source: 0001016281-23-000039 · wf-form4_167727711617374.xml · derivative · entry 2

Franch Rob Paul · CIK 0001923314 · Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,750

Underlying: Common Stock · 15,750 shares

Expires 2033-02-22

F2 · price: Stock Options granted on 2/22/2023 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024.

F2 · derivative.exercise_date: Stock Options granted on 2/22/2023 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024.

Read SEC document
February 22, 2023 Filed Feb 24, 2023 22:19 UTC
Franch Rob PaulChief Information Officer
GrantCommon Stock 7,260 $32.69 $237,329.40
Disclosure

SEC source: 0001016281-23-000039 · wf-form4_167727711617374.xml · nonDerivative · entry 1

Franch Rob Paul · CIK 0001923314 · Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,260

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 2/22/2024.

Read SEC document
February 22, 2023 Filed Feb 24, 2023 22:18 UTC
PAYNE MELVIN CDirector · CEO
GrantStock Options · Derivative 66,666 Not disclosed Strike: $32.69 Not disclosed
Disclosure

SEC source: 0001016281-23-000038 · wf-form4_167727708472260.xml · derivative · entry 5

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,666

Underlying: Common Stock · 66,666 shares

Expires 2033-02-22

F2 · price: Stock Options granted on 2/22/2023 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024.

F2 · derivative.exercise_date: Stock Options granted on 2/22/2023 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024.

Read SEC document
February 22, 2023 Filed Feb 24, 2023 22:18 UTC
PAYNE MELVIN CDirector · CEO
GrantCommon Stock 30,780 $32.69 $1,006,198.20
Disclosure

SEC source: 0001016281-23-000038 · wf-form4_167727708472260.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,227,603

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 2/22/2024.

Read SEC document
February 22, 2023 Filed Feb 24, 2023 22:17 UTC
Quezada Carlos R.President & COO
GrantStock Options · Derivative 31,500 Not disclosed Strike: $32.69 Not disclosed
Disclosure

SEC source: 0001016281-23-000037 · wf-form4_167727705813704.xml · derivative · entry 2

Quezada Carlos R. · CIK 0001816945 · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,500

Underlying: Common Stock · 31,500 shares

Expires 2033-02-23

F2 · price: Stock Options granted on 2/22/2023 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024.

F2 · derivative.exercise_date: Stock Options granted on 2/22/2023 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024.

Read SEC document
February 22, 2023 Filed Feb 24, 2023 22:17 UTC
Quezada Carlos R.President & COO
GrantCommon Stock 14,550 $32.69 $475,639.50
Disclosure

SEC source: 0001016281-23-000037 · wf-form4_167727705813704.xml · nonDerivative · entry 1

Quezada Carlos R. · CIK 0001816945 · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,184

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 2/22/2024.

Read SEC document
February 22, 2023 Filed Feb 24, 2023 22:17 UTC
Schappaugh PeggyVP of Operations & Acquistions
GrantStock Options · Derivative 13,500 Not disclosed Strike: $32.69 Not disclosed
Disclosure

SEC source: 0001016281-23-000036 · wf-form4_167727702214604.xml · derivative · entry 2

Schappaugh Peggy · CIK 0001806645 · VP of Operations & Acquistions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,500

Underlying: Common Stock · 13,500 shares

Expires 2033-02-22

F2 · price: Stock Options granted on 2/22/2023 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024.

F2 · derivative.exercise_date: Stock Options granted on 2/22/2023 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024.

Read SEC document
February 22, 2023 Filed Feb 24, 2023 22:17 UTC
Schappaugh PeggyVP of Operations & Acquistions
GrantCommon Stock 6,240 $32.69 $203,985.60
Disclosure

SEC source: 0001016281-23-000036 · wf-form4_167727702214604.xml · nonDerivative · entry 1

Schappaugh Peggy · CIK 0001806645 · VP of Operations & Acquistions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,741

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 2/22/2024.

Read SEC document
February 22, 2023 Filed Feb 24, 2023 22:15 UTC
Olaniyan AdeolaPrincipal Accounting Officer
GrantCommon Stock 2,640 $32.69 $86,301.60
Disclosure

SEC source: 0001016281-23-000035 · wf-form4_167727689941334.xml · nonDerivative · entry 1

Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,140

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 2/22/2024.

Read SEC document
February 22, 2023 Filed Feb 24, 2023 22:14 UTC
Pudenz ShaneVP of Sales and Marketing
GrantStock Options · Derivative 12,375 Not disclosed Strike: $32.69 Not disclosed
Disclosure

SEC source: 0001016281-23-000034 · wf-form4_167727687391479.xml · derivative · entry 2

Pudenz Shane · CIK 0001913664 · VP of Sales and Marketing

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,375

Underlying: Common Stock · 12,375 shares

Expires 2033-02-22

F2 · price: Stock Options granted on 2/22/2023 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024.

F2 · derivative.exercise_date: Stock Options granted on 2/22/2023 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024.

Read SEC document
February 22, 2023 Filed Feb 24, 2023 22:14 UTC
Pudenz ShaneVP of Sales and Marketing
GrantCommon Stock 5,700 $32.69 $186,333.00
Disclosure

SEC source: 0001016281-23-000034 · wf-form4_167727687391479.xml · nonDerivative · entry 1

Pudenz Shane · CIK 0001913664 · VP of Sales and Marketing

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,869

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 2/22/2024.

Read SEC document
February 22, 2023 Filed Feb 24, 2023 22:14 UTC
Phillips Shawn RSr. VP & Regional Partner
GrantStock Options · Derivative 16,200 Not disclosed Strike: $32.69 Not disclosed
Disclosure

SEC source: 0001016281-23-000033 · wf-form4_167727683386265.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,200

Underlying: Common Stock · 16,200 shares

Expires 2033-02-22

F2 · price: Stock Options granted on 2/22/2023 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024.

F2 · derivative.exercise_date: Stock Options granted on 2/22/2023 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024.

Read SEC document
February 22, 2023 Filed Feb 24, 2023 22:14 UTC
Phillips Shawn RSr. VP & Regional Partner
GrantCommon Stock 7,470 $32.69 $244,194.30
Disclosure

SEC source: 0001016281-23-000033 · wf-form4_167727683386265.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 113,565

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 2/22/2024.

Read SEC document
February 22, 2023 Filed Feb 24, 2023 22:13 UTC
Metzger Steven DEVP & General Counsel
GrantStock Options · Derivative 26,250 Not disclosed Strike: $32.69 Not disclosed
Disclosure

SEC source: 0001016281-23-000032 · wf-form4_167727678941460.xml · derivative · entry 2

Metzger Steven D · CIK 0001703447 · EVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,250

Underlying: Common Stock · 26,250 shares

Expires 2033-02-22

F2 · price: Stock Options granted on 2/22/2023 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024.

F2 · derivative.exercise_date: Stock Options granted on 2/22/2023 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024.

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February 22, 2023 Filed Feb 24, 2023 22:13 UTC
Metzger Steven DEVP & General Counsel
GrantCommon Stock 12,120 $32.69 $396,202.80
Disclosure

SEC source: 0001016281-23-000032 · wf-form4_167727678941460.xml · nonDerivative · entry 1

Metzger Steven D · CIK 0001703447 · EVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,038

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 2/22/2024.

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February 22, 2023 Filed Feb 24, 2023 22:13 UTC
Elliott Paul DonaldSr. VP and Regional Partner
GrantStock Options · Derivative 16,200 Not disclosed Strike: $32.69 Not disclosed
Disclosure

SEC source: 0001016281-23-000031 · wf-form4_167727675198741.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,200

Underlying: Common Stock · 16,200 shares

Expires 2033-02-22

F2 · price: Stock Options granted on 2/22/2023 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024.

F2 · derivative.exercise_date: Stock Options granted on 2/22/2023 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/22/2024.

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February 22, 2023 Filed Feb 24, 2023 22:13 UTC
Elliott Paul DonaldSr. VP and Regional Partner
GrantCommon Stock 7,470 $32.69 $244,194.30
Disclosure

SEC source: 0001016281-23-000031 · wf-form4_167727675198741.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,600

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 2/22/2024.

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January 03, 2023 Filed Jan 3, 2023 21:58 UTC
Brink Carl BenjaminEVP & Chief Financial Officer
GrantCommon Stock 30,000 $27.54 $826,200.00
Disclosure

SEC source: 0001016281-23-000007 · wf-form4_167278307955683.xml · nonDerivative · entry 1

Brink Carl Benjamin · CIK 0001643336 · EVP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,114

F1 · shares: Pursuant to Mr. Brink's separation agreement effective September 27, 2022, 30,000 unrestricted shares of Carriage's Common Stock were granted on January 3, 2023.

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December 31, 2022 Filed Jan 3, 2023 21:59 UTC GrantCommon Stock 1,270 $27.54 $34,975.80
Disclosure

SEC source: 0001016281-23-000011 · wf-form4_167278317461037.xml · nonDerivative · entry 1

Meehan Douglas B. · CIK 0001741090 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,717

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 31, 2022 for Director Compensation earned during the fourth quarter.

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December 31, 2022 Filed Jan 3, 2023 21:59 UTC GrantCommon Stock 1,315 $27.54 $36,215.10
Disclosure

SEC source: 0001016281-23-000010 · wf-form4_167278313878130.xml · nonDerivative · entry 1

FINGERHUT BARRY K · CIK 0001047744 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,480

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 31, 2022 for Director Compensation earned during the fourth quarter.

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December 31, 2022 Filed Jan 3, 2023 21:58 UTC
BRUDNICKI GREG MBoard Advisor
GrantCommon Stock 181 $27.54 $4,984.74
Disclosure

SEC source: 0001016281-23-000009 · wf-form4_167278311753837.xml · nonDerivative · entry 1

BRUDNICKI GREG M · CIK 0001193242 · Board Advisor

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,988

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 31, 2022 for Director Compensation earned during the fourth quarter.

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December 31, 2022 Filed Jan 3, 2023 21:58 UTC GrantCommon Stock 1,315 $27.54 $36,215.10
Disclosure

SEC source: 0001016281-23-000008 · wf-form4_167278309893694.xml · nonDerivative · entry 1

Messac Achille · CIK 0001819907 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,431

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 31, 2022 for Director Compensation earned during the fourth quarter.

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December 30, 2022 Filed Dec 30, 2022 21:29 UTC
Olaniyan AdeolaPrincipal Accounting Officer
SaleCommon Stock 500 $27.50 $13,750.00
Disclosure

SEC source: 0001016281-22-000134 · wf-form4_167243573348525.xml · nonDerivative · entry 1

Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,500

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December 30, 2022 Filed Jan 3, 2023 22:00 UTC PurchaseCommon Stock 1,000 $27.50 $27,500.00
Disclosure

SEC source: 0001016281-23-000012 · wf-form4_167278320362500.xml · nonDerivative · entry 1

Patteson Donald Douglas Jr · CIK 0001353072 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Spouse

Disclosed balance after: 1,000

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December 30, 2022 Filed Feb 15, 2023 00:47 UTC Amendment PurchaseCommon Stock 3,600 $27.79 $100,044.00
Disclosure

SEC source: 0001016281-23-000018 · wf-form5a_167642203553749.xml · nonDerivative · entry 1

Meehan Douglas B. · CIK 0001741090 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Joint Ownership with Spouse

Disclosed balance after: 19,375

F1 · kind: This amendment revises the previously filed Form 5 to reflect the correct transaction code, which was a previously unreported open market purchase transaction that should have been filed and reported on a Form 4 at the time the transaction occurred.

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December 30, 2022 Filed Feb 14, 2023 21:40 UTC GrantCommon Stock 3,600 $27.79 $100,044.00
Disclosure

SEC source: 0001016281-23-000016 · wf-form5_167641079486690.xml · nonDerivative · entry 1

Meehan Douglas B. · CIK 0001741090 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Joint Ownership with Spouse

Disclosed balance after: 19,375

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.