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$CSV All transactions

CARRIAGE SERVICES INC

A 10b5-1 Plan

$ Value

Shares

13,605

Price

Filed

Apr 25

Insider

Name

Metzger Steven D

Title

President

CIK

0001703447

Roles

Officer

Transaction Details

Transaction Date

2025-03-07

Code

A

Table

Derivative

Ownership

Direct

Equity Swap

No

Shares After

13,605

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 discretion with 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 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. | 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.

Filing Info

Accession No.

0001016281-25-000060

Form Type

4

Issuer CIK

0001016281

Metzger Steven D's History

Date Ticker Type Value
2026-02-25 CSV A $591K
2026-02-25 CSV A
2026-02-22 CSV F $44K
2026-02-21 CSV F $78K
2026-02-19 CSV F $51K
2025-07-07 CSV $16K
2025-06-09 CSV $74K
2025-05-07 CSV $122K
2025-04-28 CSV $100K
2025-04-23 CSV $141K

Other Insiders at CSV (90d)

Insider Bought Sold Last
BRUDNICKI GREG M 2026-03-31
Enwright John
SVP, CFO and Treasurer
2026-02-25
Metzger Steven D
President & COO
2026-02-25
Quezada Carlos R.
CEO
2026-02-25
Pudenz Shane 2026-02-25
Franch Rob Paul
Chief Information Officer
2026-02-25
Webb Somer 2026-03-31
Sanders Julie 2026-03-31
Shanley Kathryn
Chief Accounting Officer
2026-02-25
Robinson Edmondo 2026-03-31
Mazzu Sam A. III
VP, GC & Secretary
2026-02-25