Paul D. Elliott - 19 Feb 2025 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
21 Feb 2025, 21:46:39 UTC
Prior SEC filing
06 Nov 2024
Next SEC filing
25 Feb 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Paul D. Elliott

Key filing fact

Paul D. Elliott filed Form 4 for CARRIAGE SERVICES INC (CSV) on 21 Feb 2025.

Key facts

  • This page summarizes Paul D. Elliott's Form 4 filing for CARRIAGE SERVICES INC (CSV).
  • 4 reported transactions and 7 derivative rows are listed below.
  • Accepted by SEC: 21 Feb 2025, 21:46.

Change

  • Previous filing in this sequence was filed on 06 Nov 2024.
  • Current net transaction value: -$100,915.

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
$269,968
Shares
+6,499
Change %
+19%
Price
$41.54
Shares after
40,665
Date
19 Feb 2025
Ownership
Direct
Footnotes
F1
CSV transaction

Common Stock

Options Exercise

Transaction value
$1,306,203
Shares
+32,778
Change %
+81%
Price
$39.85
Shares after
73,443
Date
19 Feb 2025
Ownership
Direct
CSV transaction

Common Stock

Tax liability

Transaction value
$370,884
Shares
-9,307
Change %
-13%
Price
$39.85
Shares after
64,145
Date
19 Feb 2025
Ownership
Direct
Footnotes
F2
CSV holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
6,029
Date
19 Feb 2025
Ownership
Joint with spouse

Reported derivative securities

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

CSV transaction Derivative

Performance Award

Options Exercise

Transaction value
$1,306,203
Shares
-32,778
Change %
-100%
Price
$39.85
Shares after
0
Date
19 Feb 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
32,778
Exercise price
Footnotes
F3
CSV holding Derivative

Stock Options

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
26,100
Date
19 Feb 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
26,100
Exercise price
$24.48
Footnotes
F4
CSV holding Derivative

Stock Options

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
16,200
Date
19 Feb 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
16,200
Exercise price
$32.69
Footnotes
F5
CSV holding Derivative

Stock Options

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
25,000
Date
19 Feb 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
25,000
Exercise price
$49.48
Footnotes
F6
CSV holding Derivative

Stock Options

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
50,000
Date
19 Feb 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
50,000
Exercise price
$34.79
Footnotes
F7
CSV holding Derivative

Stock Options

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
16,610
Date
19 Feb 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
16,610
Exercise price
$25.43
Footnotes
F8
CSV holding Derivative

Stock Options

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
38,600
Date
19 Feb 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
38,600
Exercise price
$26.54
Footnotes
F9
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 9 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 2/19/2026.

Footnote F2

Represents shares withheld by the Issuer on February 19, 2025 to cover taxes associated with the vesting of performance awards shares which were granted on May 19, 2020, vested on December 31, 2024, and issued on February 19, 2025, in accordance with the terms of the award.

Footnote F3

Represents performance awards, payable in shares, granted on May 19, 2020 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan. These awards vested on December 31, 2024 and were issued on February 19, 2025.

Footnote F4

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 F5

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 F6

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 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.

Footnote F8

Stock Options granted on 2/14/2018 pursuant to the Carriage Services, Inc. 2017 Omnibus Plan which will vested in equal increments each year over five years beginning 2/14/2019.

Footnote F9

Stock Options granted on 3/21/2017 pursuant to the Carriage Services, Inc. Second Amended and Restated 2006 Long-Term Incentive Plan which will vested in equal increments each year over five years beginning 3/21/2018.

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