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CARRIAGE SERVICES INC

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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
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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, 2022 Filed Dec 30, 2022 21:29 UTC
Pudenz ShaneVP of Sales and Marketing
SaleCommon Stock 124 $27.52 $3,412.48
Disclosure

SEC source: 0001016281-22-000135 · wf-form4_167243575230098.xml · nonDerivative · entry 1

Pudenz Shane · CIK 0001913664 · VP of Sales and Marketing

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Read SEC document
December 20, 2022 Filed Dec 20, 2022 23:04 UTC
Metzger Steven DEVP & General Counsel
PurchaseCommon Stock 1,000 $26.98 $26,980.00
Disclosure

SEC source: 0001016281-22-000130 · wf-form4_167157745286949.xml · nonDerivative · entry 1

Metzger Steven D · CIK 0001703447 · EVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,918

Read SEC document
December 19, 2022 Filed Dec 20, 2022 23:04 UTC
Olaniyan AdeolaPrincipal Accounting Officer
SaleCommon Stock 1,028 $26.99 $27,745.72
Disclosure

SEC source: 0001016281-22-000131 · wf-form4_167157747375650.xml · nonDerivative · entry 1

Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,000

Read SEC document
December 15, 2022 Filed Dec 15, 2022 21:20 UTC
Quezada Carlos R.President & COO
PurchaseCommon Stock 2,000 $25.14 $50,280.00
Disclosure

SEC source: 0001016281-22-000126 · wf-form4_167113923983791.xml · nonDerivative · entry 1

Quezada Carlos R. · CIK 0001816945 · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,634

F1 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $25.10 to $25.26, inclusive. The reporting person undertakes to provide to Carriage Services, Inc. any security holder of Carriage Services. Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

Read SEC document
December 14, 2022 Filed Dec 15, 2022 21:21 UTC
Brink Carl BenjaminEVP & Chief Financial Officer
PurchaseCommon Stock 4,000 $25.85 $103,400.00
Disclosure

SEC source: 0001016281-22-000127 · wf-form4_167113925887844.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,114

Read SEC document
September 30, 2022 Filed Oct 3, 2022 21:07 UTC GrantCommon Stock 1,126 $32.16 $36,212.16
Disclosure

SEC source: 0001016281-22-000114 · wf-form4_166483081569696.xml · nonDerivative · entry 1

Messac Achille · CIK 0001819907 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,116

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2022 for Director Compensation earned during the third quarter.

Read SEC document
September 30, 2022 Filed Oct 3, 2022 21:00 UTC GrantCommon Stock 1,088 $32.16 $34,990.08
Disclosure

SEC source: 0001016281-22-000113 · wf-form4_166483077755001.xml · nonDerivative · entry 1

Meehan Douglas B. · CIK 0001741090 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,447

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2022 for Director Compensation earned during the third quarter.

Read SEC document
September 30, 2022 Filed Oct 3, 2022 20:59 UTC
BRUDNICKI GREG MBoard Advisor
GrantCommon Stock 155 $32.16 $4,984.80
Disclosure

SEC source: 0001016281-22-000112 · wf-form4_166483069999401.xml · nonDerivative · entry 1

BRUDNICKI GREG M · CIK 0001193242 · Board Advisor

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,807

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on September 30, 2022 for Director Compensation earned during the third quarter.

Read SEC document
September 16, 2022 Filed Sep 19, 2022 20:31 UTC
PAYNE MELVIN CDirector · CEO
GiftCommon Stock 3,000 $34.09 $102,270.00
Disclosure

SEC source: 0001016281-22-000105 · wf-form4_166361944965973.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,196,823

Read SEC document
September 14, 2022 Filed Sep 16, 2022 21:12 UTC
PAYNE MELVIN CDirector · CEO
GiftCommon Stock 5,000 $34.56 $172,800.00
Disclosure

SEC source: 0001016281-22-000103 · wf-form4_166336276278199.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,199,823

Read SEC document
August 30, 2022 Filed Sep 1, 2022 21:19 UTC PurchaseCommon Stock 1,000 $36.50 $36,500.00
Disclosure

SEC source: 0001016281-22-000101 · wf-form4_166206712613943.xml · nonDerivative · entry 1

Patteson Donald Douglas Jr · CIK 0001353072 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,279

Read SEC document
August 08, 2022 Filed Aug 9, 2022 20:31 UTC
Metzger Steven DEVP & General Counsel
PurchaseCommon Stock 1,000 $37.65 $37,650.00
Disclosure

SEC source: 0001016281-22-000097 · wf-form4_166007705573467.xml · nonDerivative · entry 1

Metzger Steven D · CIK 0001703447 · EVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,796

Read SEC document
August 05, 2022 Filed Aug 5, 2022 22:26 UTC
Phillips Shawn RSenior Vice President
PurchaseCommon Stock 1,150 $34.32 $39,462.25
Disclosure

SEC source: 0001016281-22-000095 · wf-form4_165973835092419.xml · nonDerivative · entry 1

Phillips Shawn R · CIK 0001427418 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 106,019

Read SEC document
August 05, 2022 Filed Aug 9, 2022 22:32 UTC
Schappaugh PeggyVP of Operations & Acquistions
PurchaseCommon Stock 700 $36.68 $25,676.00
Disclosure

SEC source: 0001016281-22-000099 · wf-form4_166008433972503.xml · nonDerivative · entry 1

Schappaugh Peggy · CIK 0001806645 · VP of Operations & Acquistions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,501

Read SEC document
August 04, 2022 Filed Aug 4, 2022 22:44 UTC
Quezada Carlos R.President & COO
PurchaseCommon Stock 1,500 $36.33 $54,495.00
Disclosure

SEC source: 0001016281-22-000093 · wf-form4_165965303025070.xml · nonDerivative · entry 1

Quezada Carlos R. · CIK 0001816945 · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,634

F1 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $36.23 to $36.37, inclusive. The reporting person undertakes to provide to Carriage Services, Inc. any security holder of Carriage Services. Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

Read SEC document
June 30, 2022 Filed Jul 5, 2022 20:53 UTC GrantCommon Stock 252 $39.65 $9,991.80
Disclosure

SEC source: 0001016281-22-000078 · wf-form4_165705439997063.xml · nonDerivative · entry 1

Patteson Donald Douglas Jr · CIK 0001353072 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,279

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2022 for Director Compensation earned during the second quarter.

Read SEC document
June 30, 2022 Filed Jul 5, 2022 20:59 UTC
BRUDNICKI GREG MBoard Advisor
GrantCommon Stock 126 $39.65 $4,995.90
Disclosure

SEC source: 0001016281-22-000084 · wf-form4_165705476065466.xml · nonDerivative · entry 1

BRUDNICKI GREG M · CIK 0001193242 · Board Advisor

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,652

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2022 for Director Compensation earned during the second quarter.

Read SEC document
June 30, 2022 Filed Jul 5, 2022 20:57 UTC GrantCommon Stock 882 $39.65 $34,971.30
Disclosure

SEC source: 0001016281-22-000082 · wf-form4_165705463589004.xml · nonDerivative · entry 1

Meehan Douglas B. · CIK 0001741090 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,359

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2022 for Director Compensation earned during the second quarter.

Read SEC document
June 30, 2022 Filed Jul 5, 2022 20:55 UTC GrantCommon Stock 325 $39.65 $12,886.25
Disclosure

SEC source: 0001016281-22-000080 · wf-form4_165705453277022.xml · nonDerivative · entry 1

Leibman Bryan · CIK 0001654306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,807

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2022 for Director Compensation earned during the second quarter.

Read SEC document
June 30, 2022 Filed Jul 5, 2022 20:50 UTC GrantCommon Stock 913 $39.65 $36,200.45
Disclosure

SEC source: 0001016281-22-000076 · wf-form4_165705422229384.xml · nonDerivative · entry 1

Messac Achille · CIK 0001819907 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,990

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on June 30, 2022 for Director Compensation earned during the second quarter.

Read SEC document
May 20, 2022 Filed May 23, 2022 20:17 UTC
Quezada Carlos R.President & COO
PurchaseCommon Stock 1,500 $37.93 $56,895.00
Disclosure

SEC source: 0001016281-22-000074 · wf-form4_165333703244482.xml · nonDerivative · entry 1

Quezada Carlos R. · CIK 0001816945 · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,967

F1 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $37.88 to $37.95, inclusive. The reporting person undertakes to provide to Carriage Services, Inc. any security holder of Carriage Services. Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote

Read SEC document
March 31, 2022 Filed Apr 1, 2022 20:32 UTC GrantCommon Stock 187 $53.33 $9,972.71
Disclosure

SEC source: 0001016281-22-000062 · wf-form4_164884513707863.xml · nonDerivative · entry 1

Patteson Donald Douglas Jr · CIK 0001353072 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,027

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

Read SEC document
March 31, 2022 Filed Apr 1, 2022 20:30 UTC GrantCommon Stock 679 $53.33 $36,211.07
Disclosure

SEC source: 0001016281-22-000060 · wf-form4_164884502098068.xml · nonDerivative · entry 1

FINGERHUT BARRY K · CIK 0001047744 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,165

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

Read SEC document
March 31, 2022 Filed Apr 1, 2022 20:28 UTC GrantCommon Stock 468 $53.33 $24,958.44
Disclosure

SEC source: 0001016281-22-000058 · wf-form4_164884492079105.xml · nonDerivative · entry 1

Leibman Bryan · CIK 0001654306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,482

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

Read SEC document
March 31, 2022 Filed Apr 1, 2022 20:27 UTC GrantCommon Stock 679 $53.33 $36,211.07
Disclosure

SEC source: 0001016281-22-000056 · wf-form4_164884483331221.xml · nonDerivative · entry 1

Messac Achille · CIK 0001819907 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,077

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

Read SEC document
March 31, 2022 Filed Apr 1, 2022 20:25 UTC
BRUDNICKI GREG MBoard Advisor
GrantCommon Stock 93 $53.33 $4,959.69
Disclosure

SEC source: 0001016281-22-000054 · wf-form4_164884470622019.xml · nonDerivative · entry 1

BRUDNICKI GREG M · CIK 0001193242 · Board Advisor

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,526

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

Read SEC document
March 31, 2022 Filed Apr 1, 2022 20:23 UTC GrantCommon Stock 656 $53.33 $34,984.48
Disclosure

SEC source: 0001016281-22-000052 · wf-form4_164884462296791.xml · nonDerivative · entry 1

Meehan Douglas B. · CIK 0001741090 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,477

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

Read SEC document
March 25, 2022 Filed Mar 29, 2022 21:20 UTC
Olaniyan AdeolaPrincipal Accounting Officer
Exercise / conversionStock Options · Derivative 3,540 $0.00 Strike: $26.54 $0.00
Disclosure

SEC source: 0001016281-22-000050 · wf-form4_164858882480650.xml · derivative · entry 4

Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,360

Underlying: Common Stock · 3,540 shares

Expires 2027-03-21

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 3/21/2017 pursuant to the Carriage Services, Inc. Second Amended and Restated 2006 Long-Term Incentive Plan which vested in equal increments over five years. 3,540 options were exercised on 3/25/2022. These stock options expire on 3/21/2027.

Read SEC document
March 25, 2022 Filed Mar 29, 2022 21:20 UTC
Olaniyan AdeolaPrincipal Accounting Officer
SaleCommon Stock 595 $54.66 $32,522.70
Disclosure

SEC source: 0001016281-22-000050 · wf-form4_164858882480650.xml · nonDerivative · entry 3

Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,730

Read SEC document
March 25, 2022 Filed Mar 29, 2022 21:20 UTC
Olaniyan AdeolaPrincipal Accounting Officer
Tax withholdingCommon Stock 1,720 $54.61 $93,929.20
Disclosure

SEC source: 0001016281-22-000050 · wf-form4_164858882480650.xml · nonDerivative · entry 2

Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,325

F1 · shares: Represents shares withheld on 3/25/2022 to cover the option price associated with the exercise of stock options granted on 3/21/2017.

Read SEC document
March 25, 2022 Filed Mar 29, 2022 21:20 UTC
Olaniyan AdeolaPrincipal Accounting Officer
Exercise / conversionCommon Stock 3,540 $26.54 $93,951.60
Disclosure

SEC source: 0001016281-22-000050 · wf-form4_164858882480650.xml · nonDerivative · entry 1

Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,045

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 07, 2022 Filed Mar 9, 2022 23:00 UTC
Phillips Shawn RSenior Vice President
Exercise / conversionStock Options · Derivative 3,000 $0.00 Strike: $20.06 $0.00
Disclosure

SEC source: 0001016281-22-000048 · wf-form4_164686679293672.xml · derivative · entry 6

Phillips Shawn R · CIK 0001427418 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,700

Underlying: Common Stock · 3,000 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.

F2 · derivative.exercise_date: Stock Options granted pursuant to the Carriage Services, Inc. Second Amended and Restated 2006 Long-Term Incentive Plan which vested 1/5 on 2/23/2017, 2/23/2018, 2/23/2019, 2/23/2020 and 2/23/2021. 7,000 options were exercised on 3/7/2022. These stock options expire on 2/23/2026.

Read SEC document
March 07, 2022 Filed Mar 9, 2022 23:00 UTC
Phillips Shawn RSenior Vice President
Exercise / conversionStock Options · Derivative 4,000 $0.00 Strike: $20.06 $0.00
Disclosure

SEC source: 0001016281-22-000048 · wf-form4_164686679293672.xml · derivative · entry 5

Phillips Shawn R · CIK 0001427418 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,700

Underlying: Common Stock · 4,000 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.

F2 · derivative.exercise_date: Stock Options granted pursuant to the Carriage Services, Inc. Second Amended and Restated 2006 Long-Term Incentive Plan which vested 1/5 on 2/23/2017, 2/23/2018, 2/23/2019, 2/23/2020 and 2/23/2021. 7,000 options were exercised on 3/7/2022. These stock options expire on 2/23/2026.

Read SEC document
March 07, 2022 Filed Mar 9, 2022 23:00 UTC
Phillips Shawn RSenior Vice President
Exercise / conversionCommon Stock 3,000 $20.06 $60,180.00
Disclosure

SEC source: 0001016281-22-000048 · wf-form4_164686679293672.xml · nonDerivative · entry 4

Phillips Shawn R · CIK 0001427418 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 104,828

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 07, 2022 Filed Mar 9, 2022 23:00 UTC
Phillips Shawn RSenior Vice President
SaleCommon Stock 1,201 $51.16 $61,443.16
Disclosure

SEC source: 0001016281-22-000048 · wf-form4_164686679293672.xml · nonDerivative · entry 3

Phillips Shawn R · CIK 0001427418 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 101,828

Read SEC document
March 07, 2022 Filed Mar 9, 2022 23:00 UTC
Phillips Shawn RSenior Vice President
Tax withholdingCommon Stock 2,760 $51.16 $141,201.60
Disclosure

SEC source: 0001016281-22-000048 · wf-form4_164686679293672.xml · nonDerivative · entry 2

Phillips Shawn R · CIK 0001427418 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 103,029

F1 · shares: Represents shares withheld on 3/7/2022 to cover the option price and taxes associated with the exercise of stock options.

Read SEC document
March 07, 2022 Filed Mar 9, 2022 23:00 UTC
Phillips Shawn RSenior Vice President
Exercise / conversionCommon Stock 4,000 $20.06 $80,240.00
Disclosure

SEC source: 0001016281-22-000048 · wf-form4_164686679293672.xml · nonDerivative · entry 1

Phillips Shawn R · CIK 0001427418 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 105,789

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 23, 2022 Filed Feb 25, 2022 22:50 UTC
PAYNE MELVIN CDirector · CEO
GrantStock Options · Derivative 80,000 Not disclosed Strike: $49.48 Not disclosed
Disclosure

SEC source: 0001016281-22-000037 · wf-form4_164582940425843.xml · derivative · entry 5

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 80,000

Underlying: Common Stock · 80,000 shares

Expires 2032-02-23

F1 · price: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal increments each year over the next seven years. These options expire on 2/23/2032.

F1 · derivative.exercise_date: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal increments each year over the next seven years. These options expire on 2/23/2032.

Read SEC document
February 23, 2022 Filed Feb 25, 2022 22:53 UTC
Elliott Paul DonaldSr. VP and Regional Partner
GrantStock Options · Derivative 25,000 Not disclosed Strike: $49.48 Not disclosed
Disclosure

SEC source: 0001016281-22-000042 · wf-form4_164582960710972.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Common Stock · 25,000 shares

Expires 2032-02-23

F2 · price: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal increments each year over the next seven years. These options expire on 2/23/2032.

F2 · derivative.exercise_date: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal increments each year over the next seven years. These options expire on 2/23/2032.

Read SEC document
February 23, 2022 Filed Feb 25, 2022 22:53 UTC
Schappaugh PeggyVP of Operations & Acquistions
GrantStock Options · Derivative 25,000 Not disclosed Strike: $49.48 Not disclosed
Disclosure

SEC source: 0001016281-22-000041 · wf-form4_164582957741263.xml · derivative · entry 2

Schappaugh Peggy · CIK 0001806645 · VP of Operations & Acquistions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Common Stock · 25,000 shares

Expires 2032-02-23

F1 · price: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal increments each year over the next seven years. These options expire on 2/23/2032.

F1 · derivative.exercise_date: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal increments each year over the next seven years. These options expire on 2/23/2032.

Read SEC document
February 23, 2022 Filed Feb 25, 2022 22:52 UTC
Quezada Carlos R.EVP & Chief Operating Officer
GrantStock Options · Derivative 50,000 Not disclosed Strike: $49.48 Not disclosed
Disclosure

SEC source: 0001016281-22-000040 · wf-form4_164582951492664.xml · derivative · entry 2

Quezada Carlos R. · CIK 0001816945 · EVP & Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,000

Underlying: Common Stock · 50,000 shares

Expires 2032-02-23

F1 · price: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal increments each year over the next seven years. These options expire on 2/23/2032.

F1 · derivative.exercise_date: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal increments each year over the next seven years. These options expire on 2/23/2032.

Read SEC document
February 23, 2022 Filed Feb 25, 2022 22:51 UTC
Metzger Steven DEVP & General Counsel
GrantStock Options · Derivative 40,000 Not disclosed Strike: $49.48 Not disclosed
Disclosure

SEC source: 0001016281-22-000039 · wf-form4_164582947546185.xml · derivative · entry 2

Metzger Steven D · CIK 0001703447 · EVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,000

Underlying: Common Stock · 40,000 shares

Expires 2032-02-23

F1 · price: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal increments each year over the next seven years. These options expire on 2/23/2032.

F1 · derivative.exercise_date: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal increments each year over the next seven years. These options expire on 2/23/2032.

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February 23, 2022 Filed Feb 25, 2022 22:51 UTC
Olaniyan AdeolaPrincipal Accounting Officer
GrantStock Options · Derivative 4,000 Not disclosed Strike: $49.48 Not disclosed
Disclosure

SEC source: 0001016281-22-000038 · wf-form4_164582943916905.xml · derivative · entry 2

Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,000

Underlying: Common Stock · 4,000 shares

Expires 2032-02-23

F1 · price: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal 20% increments each year over the next five years. These options expire on 2/23/2032.

F1 · derivative.exercise_date: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal 20% increments each year over the next five years. These options expire on 2/23/2032.

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February 23, 2022 Filed Feb 25, 2022 22:49 UTC
Phillips Shawn RSenior Vice President
GrantStock Options · Derivative 25,000 Not disclosed Strike: $49.48 Not disclosed
Disclosure

SEC source: 0001016281-22-000036 · wf-form4_164582936509045.xml · derivative · entry 2

Phillips Shawn R · CIK 0001427418 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Common Stock · 25,000 shares

Expires 2032-02-23

F1 · price: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal increments each year over the next seven years. These options expire on 2/23/2032.

F1 · derivative.exercise_date: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal increments each year over the next seven years. These options expire on 2/23/2032.

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February 23, 2022 Filed Feb 25, 2022 22:49 UTC
Brink Carl BenjaminEVP & Chief Financial Officer
GrantStock Options · Derivative 40,000 Not disclosed Strike: $49.48 Not disclosed
Disclosure

SEC source: 0001016281-22-000035 · wf-form4_164582932071866.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,000

Underlying: Common Stock · 40,000 shares

Expires 2032-02-23

F1 · price: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal increments each year over the next seven years. These options expire on 2/23/2032.

F1 · derivative.exercise_date: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal increments each year over the next seven years. These options expire on 2/23/2032.

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February 23, 2022 Filed Feb 25, 2022 22:48 UTC
Pudenz ShaneVP of Sales and Marketing
GrantStock Options · Derivative 25,000 Not disclosed Strike: $49.48 Not disclosed
Disclosure

SEC source: 0001016281-22-000034 · wf-form4_164582925796148.xml · derivative · entry 1

Pudenz Shane · CIK 0001913664 · VP of Sales and Marketing

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Common Stock · 25,000 shares

Expires 2032-02-23

F1 · price: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal increments each year over the next seven years. These options expire on 2/23/2032.

F1 · derivative.exercise_date: Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan that will vest in equal increments each year over the next seven years. These options expire on 2/23/2032.

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February 20, 2022 Filed Feb 24, 2022 01:26 UTC
Olaniyan AdeolaPrincipal Accounting Officer
SaleCommon Stock 526 $49.49 $26,031.74
Disclosure

SEC source: 0001016281-22-000022 · wf-form4_164566599824315.xml · nonDerivative · entry 1

Olaniyan Adeola · CIK 0001696620 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,492

F1 · shares: Represents shares withheld on February 20, 2022 to cover taxes associated with the vesting of shares of restricted stock granted on February 20, 2019.

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January 27, 2022 Filed Feb 1, 2022 22:18 UTC
PAYNE MELVIN CDirector · CEO
GiftCommon Stock 40,000 $48.13 $1,925,200.00
Disclosure

SEC source: 0001016281-22-000018 · wf-form4_164375387763604.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,204,419

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January 25, 2022 Filed Jan 26, 2022 21:46 UTC
PAYNE MELVIN CDirector · CEO
GiftCommon Stock 400 $50.90 $20,360.00
Disclosure

SEC source: 0001016281-22-000016 · wf-form4_164323360054459.xml · nonDerivative · entry 1

PAYNE MELVIN C · CIK 0001024177 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,244,419

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December 31, 2021 Filed Jan 3, 2022 22:14 UTC GrantCommon Stock 155 $64.44 $9,988.20
Disclosure

SEC source: 0001016281-22-000012 · wf-form4_164124804772035.xml · nonDerivative · entry 1

Patteson Donald Douglas Jr · CIK 0001353072 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,485

F1 · shares: Award pursuant to the Director Compensation Policy. Represents unrestricted shares of Carriage's Common Stock granted on December 31, 2021 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.