| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | CSV | Common Stock | Sale | -$990K | -36K | -2.99% | $27.49 | 1.17M | Jun 13, 2023 | Direct | F1, F2, F3 |
| transaction | CSV | Common Stock | Sale | -$384K | -14K | -1.2% | $27.42 | 1.15M | Jun 14, 2023 | Direct | F1, F4 |
| holding | CSV | Common Stock | 35.6K | Jun 13, 2023 | By Spouse |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
| Id | Content |
|---|---|
| F1 | 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 | 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 | 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. |
| F4 | 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. |