$ Value
—
Shares
20,731
Price
—
Filed
Apr 25
Insider
Name
Quezada Carlos R.
Title
CEO
CIK
0001816945
Roles
Transaction Details
Transaction Date
2025-03-07
Code
A
Table
Derivative
Ownership
Direct
Equity Swap
No
Shares After
20,731
Footnotes
The reported transaction was affected automatically pursuant to a Rule 10b5-1(c) Plan entered into by the Reporting Person on December 27, 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 $40.34, 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 on 2/17/2022. | Stock Options granted on 6/25/2020 pursuant to the Carriage Services, Inc. 2017 Omnibus Plan of which will vest in equal increments each year over three years. 6,667 options were exercised on 9/1/2021.
Filing Info
Quezada Carlos R.'s History
| Date | Ticker | Type | Value |
|---|---|---|---|
| 2026-02-25 | CSV | A | $900K |
| 2026-02-25 | CSV | A | — |
| 2026-02-22 | CSV | F | $53K |
| 2026-02-21 | CSV | F | $119K |
| 2026-02-19 | CSV | F | $72K |
| 2025-10-07 | CSV | ▼ | $196K |
| 2025-08-07 | CSV | ▼ | $201K |
| 2025-05-07 | CSV | ▼ | $177K |
| 2025-04-29 | CSV | ▼ | $38K |
| 2025-04-28 | CSV | ▼ | $87K |
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 |