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Filing Details

Accession Number:: 0001016281-25-000060
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2025-04-25 20:23:25
Reporting Period:: 2025-03-07

Filing Date:: 2025-04-25
Accepted Time:: 2025-04-25 20:23:25
SEC Url:: Form 4 Filing

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
1016281	Carriage Services Inc	CSV	Services-Personal Services (7200)	760423828

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
1703447	D Steven Metzger	3040 Post Oak Blvd. Suite 300 Houston TX 77056	President	No	Yes	No	No

Reported Non-Derivative Transactions

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Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Common Stock	Disposition	2025-04-23	3,508	$40.09	81,389	No	4	S	Direct

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	S	Direct

Reported Derivative Transactions

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Sec. Name	Sec. Type	Acquisiton - Disposition	Date	Amount	Price	Amount - 2	Price - 2
Common Stock	Performance Award	Acquisiton	2025-03-07	13,605	$0.00	13,605	$0.00

Remaning Holdings	Exercise Date	Expiration Date	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
13,605		2028-03-31	No	4	A	Direct

Reported Derivative Holdings

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Sec. Name	Sec. Type	Price	Expiration Date	Amount	Remaning Holdings	Nature of Ownership
Common Stock	Stock Options	$24.48	2034-02-21	50,760	50,760	Direct
Common Stock	Stock Options	$32.69	2033-02-22	26,250	26,250	Direct
Common Stock	Stock Options	$49.48	2032-02-23	40,000	40,000	Direct
Common Stock	Stock Options	$34.79	2031-02-17	50,000	50,000	Direct

Expiration Date	Amount	Remaning Holdings	Nature of Ownership
2034-02-21	50,760	50,760	Direct
2033-02-22	26,250	26,250	Direct
2032-02-23	40,000	40,000	Direct
2031-02-17	50,000	50,000	Direct

Footnotes

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 discretionwith regard to the timing of the transaction.
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 toprovide 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 thenumber of shares sold at each separate price within the ranges set forth in this footnote.
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.
This transaction is being reported late due to an administrative oversight.
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.
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.
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.
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.