Key facts
- This page summarizes Steven D. Metzger's Form 4 filing for CARRIAGE SERVICES INC (CSV).
- 2 reported transactions and 5 derivative rows are listed below.
- Accepted by SEC: 25 Apr 2025, 20:23.
Steven D. Metzger - 07 Mar 2025 Form 4 Insider Report for CARRIAGE SERVICES INC (CSV)
- Reporting relationship
- President
- Issuer ticker
- CSV
- Reported as of
- 07 Mar 2025
- Net transaction value
- -$140,636
- SEC form
- 4
- Accepted by SEC
- 25 Apr 2025, 20:23:25 UTC
- Prior SEC filing
- 25 Feb 2025
- Next SEC filing
- 29 Apr 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Steven D Metzger
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Steven D. Metzger filed Form 4 for CARRIAGE SERVICES INC (CSV) on 25 Apr 2025.
Change
- Previous filing in this sequence was filed on 25 Feb 2025.
- Current net transaction value: -$140,636.
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
Sale
- Transaction value
- $140,636
- Shares
- -3,508
- Change %
- -4.1%
- Price
- $40.09
- Shares after
- 81,389
- Date
- 23 Apr 2025
- Ownership
- Direct
- Footnotes
- F1, F2
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
CSV
transaction
Derivative
Performance Award
Award
- Transaction value
- Shares
- +13,605
- Change %
- Price
- Shares after
- 13,605
- Date
- 07 Mar 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 13,605
- Exercise price
- Footnotes
- F3, F4
CSV
holding
Derivative
Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 50,760
- Date
- 07 Mar 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 50,760
- Exercise price
- $24.48
- Footnotes
- F5
CSV
holding
Derivative
Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 26,250
- Date
- 07 Mar 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 26,250
- Exercise price
- $32.69
- Footnotes
- F6
CSV
holding
Derivative
Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 40,000
- Date
- 07 Mar 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 40,000
- Exercise price
- $49.48
- Footnotes
- F7
CSV
holding
Derivative
Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 50,000
- Date
- 07 Mar 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 50,000
- Exercise price
- $34.79
- Footnotes
- F8
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Rule 10b5-1 trading plan
These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.
Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).
Explanation of responses 8 footnotes
Footnote F1
The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on November 25, 2024. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction.
Footnote F2
The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.35, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
Footnote F3
Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date.
Footnote F4
This transaction is being reported late due to an administrative oversight.
Footnote F5
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 F6
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 F7
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 F8
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.