Key facts
- This page summarizes Shawn R. Phillips'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, 21:55.
Shawn R. Phillips - 19 Feb 2025 Form 4 Insider Report for CARRIAGE SERVICES INC (CSV)
- Reporting relationship
- Sr. VP & Regional Partner
- Issuer ticker
- CSV
- Reported as of
- 19 Feb 2025
- Net transaction value
- -$282,485
- SEC form
- 4
- Accepted by SEC
- 21 Feb 2025, 21:55:19 UTC
- Prior SEC filing
- 27 Nov 2024
- Next SEC filing
- 25 Feb 2025
- Source filing
- View source filing
- Reporting owner signature
- /c/ Shawn R. Phillips
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Shawn R. Phillips filed Form 4 for CARRIAGE SERVICES INC (CSV) on 21 Feb 2025.
Change
- Previous filing in this sequence was filed on 27 Nov 2024.
- Current net transaction value: -$282,485.
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
- $277,487
- Shares
- +6,680
- Change %
- +7.3%
- Price
- $41.54
- Shares after
- 97,683
- Date
- 19 Feb 2025
- Ownership
- Direct
- Footnotes
- F1
CSV
transaction
Common Stock
Options Exercise
- Transaction value
- $1,306,203
- Shares
- +32,778
- Change %
- +34%
- Price
- $39.85
- Shares after
- 130,461
- Date
- 19 Feb 2025
- Ownership
- Direct
CSV
transaction
Common Stock
Tax liability
- Transaction value
- $559,972
- Shares
- -14,052
- Change %
- -11%
- Price
- $39.85
- Shares after
- 116,455
- Date
- 19 Feb 2025
- Ownership
- Direct
- Footnotes
- F2
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
- 2,422
- Date
- 19 Feb 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 2,422
- Exercise price
- $25.43
- Footnotes
- F8
CSV
holding
Derivative
Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 28,600
- Date
- 19 Feb 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 28,600
- 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 on 2/14/2022.
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 on 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 vested in equal increments each each over five years beginning 3/21/2018.