Shane Pudenz - 22 Feb 2023 Form 4 Insider Report for CARRIAGE SERVICES INC (CSV)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
24 Feb 2023, 16:14:56 UTC
Prior SEC filing
30 Dec 2022
Next SEC filing
11 May 2023
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Shane Pudenz

Key filing fact

Shane Pudenz filed Form 4 for CARRIAGE SERVICES INC (CSV) on 24 Feb 2023.

Key facts

  • This page summarizes Shane Pudenz's Form 4 filing for CARRIAGE SERVICES INC (CSV).
  • 2 reported transactions and 4 derivative rows are listed below.
  • Accepted by SEC: 24 Feb 2023, 16:14.

Change

  • Previous filing in this sequence was filed on 30 Dec 2022.
  • Current net transaction value: +$186,333.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

CSV transaction

Common Stock

Award

Transaction value
$186,333
Shares
+5,700
Change %
+3373%
Price
$32.69
Shares after
5,869
Date
22 Feb 2023
Ownership
Direct
Footnotes
F1

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

CSV transaction Derivative

Stock Options

Award

Transaction value
Shares
+12,375
Change %
Price
Shares after
12,375
Date
22 Feb 2023
Ownership
Direct
Underlying class
Common Stock
Underlying amount
12,375
Exercise price
$32.69
Footnotes
F2
CSV holding Derivative

Stock Options

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
25,000
Date
22 Feb 2023
Ownership
Direct
Underlying class
Common Stock
Underlying amount
25,000
Exercise price
$49.48
Footnotes
F3
CSV holding Derivative

Performance Award

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
20,688
Date
22 Feb 2023
Ownership
Direct
Underlying class
Common Stock
Underlying amount
20,688
Exercise price
Footnotes
F4
CSV holding Derivative

Stock Options

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
7,000
Date
22 Feb 2023
Ownership
Direct
Underlying class
Common Stock
Underlying amount
7,000
Exercise price
$34.79
Footnotes
F5
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 footnotes

Footnote 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 2/22/2024.

Footnote F2

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.

Footnote F3

Stock Options granted on 2/23/2022 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over seven years beginning 2/23/2023.

Footnote F4

Represents maximum number of 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 targets for a sustained period beginning on the grant date and ending on December 31, 2024.

Footnote F5

Stock Options granted on 2/17/2021 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over five years beginning 2/17/2022.

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