Key facts
- This page summarizes Shane Pudenz's Form 4 filing for CARRIAGE SERVICES INC (CSV).
- 3 reported transactions and 5 derivative rows are listed below.
- Accepted by SEC: 23 Feb 2024, 21:15.
Shane Pudenz - 21 Feb 2024 Form 4 Insider Report for CARRIAGE SERVICES INC (CSV)
- Reporting relationship
- VP of Sales and Marketing
- Issuer ticker
- CSV
- Reported as of
- 21 Feb 2024
- Net transaction value
- +$219,773
- SEC form
- 4
- Accepted by SEC
- 23 Feb 2024, 21:15:19 UTC
- Prior SEC filing
- 22 May 2023
- Next SEC filing
- 27 Jun 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Shane Pudenz
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Shane Pudenz filed Form 4 for CARRIAGE SERVICES INC (CSV) on 23 Feb 2024.
Change
- Previous filing in this sequence was filed on 22 May 2023.
- Current net transaction value: +$219,773.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
CSV
transaction
Common Stock
Award
- Transaction value
- $236,477
- Shares
- +9,660
- Change %
- +164%
- Price
- $24.48
- Shares after
- 15,556
- Date
- 21 Feb 2024
- Ownership
- Direct
- Footnotes
- F1
CSV
transaction
Common Stock
Sale
- Transaction value
- $16,704
- Shares
- -653
- Change %
- -4.2%
- Price
- $25.58
- Shares after
- 14,903
- Date
- 22 Feb 2024
- Ownership
- Direct
- Footnotes
- F2
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
CSV
transaction
Derivative
Stock Options
Award
- Transaction value
- Shares
- +22,860
- Change %
- Price
- Shares after
- 22,860
- Date
- 21 Feb 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 22,860
- Exercise price
- $24.48
- Footnotes
- F3
CSV
holding
Derivative
Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 12,375
- Date
- 21 Feb 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 12,375
- Exercise price
- $32.69
- Footnotes
- F4
CSV
holding
Derivative
Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 25,000
- Date
- 21 Feb 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 25,000
- Exercise price
- $49.48
- Footnotes
- F5
CSV
holding
Derivative
Performance Award
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 20,688
- Date
- 21 Feb 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 20,688
- Exercise price
- Footnotes
- F6
CSV
holding
Derivative
Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 7,000
- Date
- 21 Feb 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 7,000
- Exercise price
- $34.79
- Footnotes
- F7
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 7 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 2/21/2025.
Footnote F2
Represents shares withheld on February 22, 2024 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023.
Footnote F3
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.
Footnote F4
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 F5
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 F6
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 F7
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.