Carlos R. Quezada - 21 Feb 2025 Form 4 Insider Report for CARRIAGE SERVICES INC (CSV)

Role
CEO
Signature
/s/ Carlos Quezada
Issuer symbol
CSV
Transactions as of
21 Feb 2025
Net transactions value
-$252,365
Form type
4
Filing time
25 Feb 2025, 18:39:16 UTC
Previous filing
21 Feb 2025
Next filing
25 Apr 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction CSV Common Stock Tax liability $174,614 -4,285 -3.7% $40.75 112,776 21 Feb 2025 Direct F1
transaction CSV Common Stock Tax liability $77,751 -1,908 -1.7% $40.75 110,868 22 Feb 2025 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
holding CSV Stock Options 77,370 21 Feb 2025 Common Stock 77,370 $24.48 Direct F3
holding CSV Stock Options 31,500 21 Feb 2025 Common Stock 31,500 $32.69 Direct F4
holding CSV Stock Options 50,000 21 Feb 2025 Common Stock 50,000 $49.48 Direct F5
holding CSV Stock Options 50,000 21 Feb 2025 Common Stock 50,000 $34.79 Direct F6
holding CSV Stock Options 13,333 21 Feb 2025 Common Stock 13,333 $18.02 Direct F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 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.
F2 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.
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 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 on 2/17/2022.
F7 Stock Options granted on 6/25/2020 pursuant to the Carriage Services, Inc. 2017 Omnibus Plan of which will vest in equal increments each year over three years. 6,667 options were exercised on 9/1/2021.