R. Carlos Quezada - 21 Feb 2024 Form 4 Insider Report for CARRIAGE SERVICES INC (CSV)

Role
President & COO
Signature
/s/ Carlos Quezada
Issuer symbol
CSV
Transactions as of
21 Feb 2024
Transactions value $
$757,145
Form type
4
Filing time
23 Feb 2024, 21:16:18 UTC
Previous filing
24 Feb 2023
Next filing
07 Aug 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction CSV Common Stock Award $800K +32.7K +125.37% $24.48 58.7K 21 Feb 2024 Direct F1
transaction CSV Common Stock Sale -$42.6K -1.67K -2.84% $25.58 57.1K 22 Feb 2024 Direct F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction CSV Stock Options Award +77.4K 77.4K 21 Feb 2024 Common Stock 77.4K $24.48 Direct F3
holding CSV Stock Options 31.5K 21 Feb 2024 Common Stock 31.5K $32.69 Direct F4
holding CSV Stock Options 50K 21 Feb 2024 Common Stock 50K $49.48 Direct F5
holding CSV Performance Award 77.6K 21 Feb 2024 Common Stock 77.6K Direct F6
holding CSV Stock Options 50K 21 Feb 2024 Common Stock 50K $34.79 Direct F7
holding CSV Stock Options 13.3K 21 Feb 2024 Common Stock 13.3K $18.02 Direct F8
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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.
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.
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
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.
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.
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
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.
F8 Stock Options granted on 6/25/2020 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which vested in equal increments each year over three years beginning 6/25/2021.