Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIAGE SERVICES INCCSV · Entity 5426 | President & COO | February 25, 2026 | February 27, 2026 |
| Ignite Restaurant Group, Inc.IRG · Entity 176912 | SVP,General Counsel &Secretary | April 03, 2017 | April 12, 2017 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CARRIAGE SERVICES INC
Report date February 25, 2026 · Filed February 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 83,634 |
Reported balance
After 2026-02-25 transaction · row 1
1 source rowRow 1 · 2026-02-25 · Grant · Acquired 13,398 · Balance 83,634 F1: 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 2/25/2027. |
| Performance AwardSEC Table II · derivative / convertible security · Expires 2029-02-28 | Direct | 13,398 |
Reported balance
After 2026-02-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-25 · Grant · Acquired 13,398 · Balance 13,398 F2: Represents a performance-based award, payable in shares, granted on February 25, 2026 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through February 28, 2029, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 2/25/2027.
F2: Represents a performance-based award, payable in shares, granted on February 25, 2026 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through February 28, 2029, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.
Ignite Restaurant Group, Inc.
Report date April 03, 2017 · Filed April 12, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $1.20 · Expires 2026-08-12 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2017-04-03 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: On August 12, 2016, the reporting person was granted 20,833 Stock Appreciation Rights that will vest in four equal installments on each of August 12, 2017, 2018, 2019 and 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 12, 2016, the reporting person was granted 20,833 Stock Appreciation Rights that will vest in four equal installments on each of August 12, 2017, 2018, 2019 and 2020.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 25, 2026 Filed Feb 27, 2026 23:01 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantPerformance Award · Derivative | 13,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001016281-26-000022 · wk-form4_1772233272.xml · derivative · entry 2 Metzger Steven D · CIK 0001703447 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,398 Underlying: Common Stock · 13,398 shares Expires 2029-02-28 F2 · derivative.exercise_price: Represents a performance-based award, payable in shares, granted on February 25, 2026 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through February 28, 2029, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date. F2 · price: Represents a performance-based award, payable in shares, granted on February 25, 2026 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through February 28, 2029, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date. F2 · derivative.exercise_date: Represents a performance-based award, payable in shares, granted on February 25, 2026 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through February 28, 2029, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 23:01 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 13,398 | $44.08 | $590,583.84 |
DisclosureSEC source: 0001016281-26-000022 · wk-form4_1772233272.xml · nonDerivative · entry 1 Metzger Steven D · CIK 0001703447 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,634 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 2/25/2027. Read SEC document |
| February 22, 2026 Filed Feb 26, 2026 00:31 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 983 | $44.86 | $44,097.38 |
DisclosureSEC source: 0001703447-26-000004 · wk-form4_1772065892.xml · nonDerivative · entry 2 Metzger Steven D · CIK 0001703447 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,236 F2 · shares: Represents shares withheld by the Issuer on February 22, 2026 to cover applicable withholding taxes related to vesting of shares of restricted stock granted on February 22, 2023. Read SEC document |
| February 21, 2026 Filed Feb 26, 2026 00:31 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 1,741 | $44.86 | $78,101.26 |
DisclosureSEC source: 0001703447-26-000004 · wk-form4_1772065892.xml · nonDerivative · entry 1 Metzger Steven D · CIK 0001703447 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,219 F1 · shares: Represents shares withheld by the Issuer on February 21, 2026 to cover applicable withholding taxes related to vesting of shares of restricted stock granted on February 21, 2024. Read SEC document |
| February 19, 2026 Filed Feb 24, 2026 00:23 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 1,150 | $44.22 | $50,853.00 |
DisclosureSEC source: 0001703447-26-000002 · wk-form4_1771892636.xml · nonDerivative · entry 1 Metzger Steven D · CIK 0001703447 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,960 F1 · price: Represents shares withheld by the Issuer on February 19, 2026 to cover applicable withholding taxes related to vesting of shares of restricted stock granted on February 19, 2025. Read SEC document |
| July 07, 2025 Filed Jul 9, 2025 20:12 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 348 | $46.78 | $16,279.44 |
DisclosureSEC source: 0001016281-25-000096 · wk-form4_1752091966.xml · nonDerivative · entry 1 Metzger Steven D · CIK 0001703447 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 73,896 F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on November 25, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.72 to $46.83, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 09, 2025 Filed Jun 11, 2025 20:43 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 1,653 | $44.85 | $74,137.05 |
DisclosureSEC source: 0001016281-25-000085 · wk-form4_1749674611.xml · nonDerivative · entry 1 Metzger Steven D · CIK 0001703447 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 74,244 F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on November 25, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.47 to $45.11, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 07, 2025 Filed May 8, 2025 21:17 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 3,000 | $40.60 | $121,800.00 |
DisclosureSEC source: 0001016281-25-000081 · wk-form4_1746739026.xml · nonDerivative · entry 1 Metzger Steven D · CIK 0001703447 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 75,897 F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on November 25, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.11 to $41.00, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| April 28, 2025 Filed Apr 29, 2025 22:19 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 2,492 | $40.01 | $99,704.92 |
DisclosureSEC source: 0001016281-25-000067 · wk-form4_1745965161.xml · nonDerivative · entry 1 Metzger Steven D · CIK 0001703447 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 78,897 F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on November 25, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.05, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| April 23, 2025 Filed Apr 26, 2025 00:23 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 3,508 | $40.09 | $140,635.72 |
DisclosureSEC source: 0001016281-25-000060 · wk-form4_1745626998.xml · nonDerivative · entry 1 Metzger Steven D · CIK 0001703447 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 81,389 F1 · kind: The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on November 25, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.35, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 07, 2025 Filed Apr 26, 2025 00:23 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantPerformance Award · Derivative | 13,605 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001016281-25-000060 · wk-form4_1745626998.xml · derivative · entry 2 Metzger Steven D · CIK 0001703447 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,605 Underlying: Common Stock · 13,605 shares Expires 2028-03-31 F3 · derivative.exercise_price: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date. F4 · date: This transaction is being reported late due to an administrative oversight. F3 · price: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date. F3 · derivative.exercise_date: Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date. Read SEC document |
| February 22, 2025 Filed Feb 25, 2025 23:37 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 1,589 | $40.75 | $64,751.75 |
DisclosureSEC source: 0001016281-25-000035 · wk-form4_1740526644.xml · nonDerivative · entry 2 Metzger Steven D · CIK 0001703447 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,471 F2 · price: Represents shares withheld by the Issuer on February 22, 2025 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 23:37 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 2,813 | $40.75 | $114,629.75 |
DisclosureSEC source: 0001016281-25-000035 · wk-form4_1740526644.xml · nonDerivative · entry 1 Metzger Steven D · CIK 0001703447 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,060 F1 · price: Represents shares withheld by the Issuer on February 21, 2025 to cover taxes associated with the vesting of shares of restricted stock granted on February 21, 2024. Read SEC document |
| February 19, 2025 Filed Feb 22, 2025 02:09 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionPerformance Award · Derivative | 56,190 | $39.85 | $2,239,171.50 |
DisclosureSEC source: 0001016281-25-000020 · wk-form4_1740190150.xml · derivative · entry 4 Metzger Steven D · CIK 0001703447 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 56,190 shares Expires 2024-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Represents performance awards, payable in shares, granted on May 19, 2020 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan. These awards vested on December 31, 2024 and were issued on February 19, 2025. F3 · derivative.exercise_date: Represents performance awards, payable in shares, granted on May 19, 2020 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan. These awards vested on December 31, 2024 and were issued on February 19, 2025. Read SEC document |
| February 19, 2025 Filed Feb 22, 2025 02:09 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Tax withholdingCommon Stock | 23,929 | $39.85 | $953,570.65 |
DisclosureSEC source: 0001016281-25-000020 · wk-form4_1740190150.xml · nonDerivative · entry 3 Metzger Steven D · CIK 0001703447 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,873 F2 · shares: Represents shares withheld by the Issuer on February 19, 2025 to cover taxes associated with the vesting of performance awards shares which were granted on May 19, 2020, vested on December 31, 2024, and issued on February 19, 2025, in accordance with the terms of the award. Read SEC document |
| February 19, 2025 Filed Feb 22, 2025 02:09 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Exercise / conversionCommon Stock | 56,190 | $39.85 | $2,239,171.50 |
DisclosureSEC source: 0001016281-25-000020 · wk-form4_1740190150.xml · nonDerivative · entry 2 Metzger Steven D · CIK 0001703447 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,802 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 19, 2025 Filed Feb 22, 2025 02:09 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 12,638 | $41.54 | $524,982.52 |
DisclosureSEC source: 0001016281-25-000020 · wk-form4_1740190150.xml · nonDerivative · entry 1 Metzger Steven D · CIK 0001703447 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,612 F1 · shares: Restricted Stock grant pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over three years beginning 2/19/2026. Read SEC document |
| February 22, 2024 Filed Feb 24, 2024 02:12 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | SaleCommon Stock | 1,388 | $25.58 | $35,505.04 |
DisclosureSEC 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 21, 2024 Filed Feb 24, 2024 02:12 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 50,760 | Not disclosed Strike: $24.48 | Not disclosed |
DisclosureSEC 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. Read SEC document |
| February 21, 2024 Filed Feb 24, 2024 02:12 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 21,450 | $24.48 | $525,096.00 |
DisclosureSEC 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. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 22:13 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 26,250 | Not disclosed Strike: $32.69 | Not disclosed |
DisclosureSEC 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. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 22:13 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantCommon Stock | 12,120 | $32.69 | $396,202.80 |
DisclosureSEC 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. Read SEC document |
| December 20, 2022 Filed Dec 20, 2022 23:04 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,000 | $26.98 | $26,980.00 |
DisclosureSEC 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 |
| August 08, 2022 Filed Aug 9, 2022 20:31 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,000 | $37.65 | $37,650.00 |
DisclosureSEC 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 |
| February 23, 2022 Filed Feb 25, 2022 22:51 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 40,000 | Not disclosed Strike: $49.48 | Not disclosed |
DisclosureSEC 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. Read SEC document |
| August 09, 2021 Filed Aug 10, 2021 21:51 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,000 | $36.98 | $36,980.00 |
DisclosureSEC source: 0001016281-21-000162 · wf-form4_162863226883554.xml · nonDerivative · entry 1 Metzger Steven D · CIK 0001703447 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,296 Read SEC document |
| June 10, 2021 Filed Jun 10, 2021 20:15 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,000 | $38.19 | $38,190.00 |
DisclosureSEC source: 0001016281-21-000128 · wf-form4_162335610069540.xml · nonDerivative · entry 1 Metzger Steven D · CIK 0001703447 · Chief Administration Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,021 Read SEC document |
| March 05, 2021 Filed Mar 5, 2021 21:21 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 1,000 | $33.50 | $33,500.00 |
DisclosureSEC source: 0001016281-21-000076 · wf-form4_161497926678852.xml · nonDerivative · entry 1 Metzger Steven D · CIK 0001703447 · Senior VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,708 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:34 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantStock Options · Derivative | 50,000 | Not disclosed Strike: $34.79 | Not disclosed |
DisclosureSEC source: 0001016281-21-000060 · wf-form4_161377041044758.xml · derivative · entry 2 Metzger Steven D · CIK 0001703447 · Senior VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2031-02-17 F1 · price: Stock Options granted on 2/17/2021 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 2/17/2031. F1 · derivative.exercise_date: Stock Options granted on 2/17/2021 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 2/17/2031. Read SEC document |
| May 19, 2020 Filed May 26, 2020 23:40 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Disposition to issuerPerformance Award · Derivative | 10,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-20-000108 · wf-form4_159053638149143.xml · derivative · entry 4 Metzger Steven D · CIK 0001703447 · Senior VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,500 shares Expires 2023-12-31 F3 · derivative.exercise_price: Represents performance awards originally granted on February 20, 2019 and canceled by mutual agreement of the reporting person and the Issuer on May 19, 2020. F3 · derivative.exercise_date: Represents performance awards originally granted on February 20, 2019 and canceled by mutual agreement of the reporting person and the Issuer on May 19, 2020. Read SEC document |
| May 19, 2020 Filed May 26, 2020 23:40 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | Disposition to issuerPerformance Award · Derivative | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-20-000108 · wf-form4_159053638149143.xml · derivative · entry 3 Metzger Steven D · CIK 0001703447 · Senior VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,000 shares Expires 2024-12-31 F2 · derivative.exercise_price: Represents performance awards originally granted on February 19, 2020 and canceled by mutual agreement of the reporting person and the Issuer on May 19, 2020. F2 · derivative.exercise_date: Represents performance awards originally granted on February 19, 2020 and canceled by mutual agreement of the reporting person and the Issuer on May 19, 2020. Read SEC document |
| May 19, 2020 Filed May 26, 2020 23:40 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | GrantPerformance Award · Derivative | 13,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001016281-20-000108 · wf-form4_159053638149143.xml · derivative · entry 2 Metzger Steven D · CIK 0001703447 · Senior VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,974 Underlying: Common Stock · 13,974 shares Expires 2024-12-31 F1 · derivative.exercise_price: Represents performance awards, payable in shares on December 31, 2024 granted under the Carriage Services, Inc. 2017 Omnibus Incentive Plan. The award will vest (if at all) on December 31, 2024 provided that the Company's common stock reaches one of five pre-determined growth targets for a sustained period beginning on the grant date of May 19, 2020 and ending on December 31, 2024. F1 · derivative.exercise_date: Represents performance awards, payable in shares on December 31, 2024 granted under the Carriage Services, Inc. 2017 Omnibus Incentive Plan. The award will vest (if at all) on December 31, 2024 provided that the Company's common stock reaches one of five pre-determined growth targets for a sustained period beginning on the grant date of May 19, 2020 and ending on December 31, 2024. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 21:57 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 600 | $16.83 | $10,098.00 |
DisclosureSEC source: 0001016281-20-000064 · wf-form4_158448220557111.xml · nonDerivative · entry 1 Metzger Steven D · CIK 0001703447 · Senior VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,732 Read SEC document |
| March 09, 2020 Filed Mar 9, 2020 21:43 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 518 | $19.24 | $9,966.32 |
DisclosureSEC source: 0001016281-20-000062 · wf-form4_158379019602157.xml · nonDerivative · entry 1 Metzger Steven D · CIK 0001703447 · Senior VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,132 Read SEC document |
| June 11, 2019 Filed Jun 12, 2019 22:50 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 320 | $18.65 | $5,968.00 |
DisclosureSEC source: 0001016281-19-000071 · wf-form4_156037982643190.xml · nonDerivative · entry 1 Metzger Steven D · CIK 0001703447 · Senior VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 958 Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 20:27 UTC | CARRIAGE SERVICES INC CSV · Entity 5426 | PurchaseCommon Stock | 436 | $20.73 | $9,038.28 |
DisclosureSEC source: 0001016281-19-000048 · wf-form4_155250881141208.xml · nonDerivative · entry 1 Metzger Steven D · CIK 0001703447 · Senior VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 638 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.