Shawn R. Phillips - Feb 21, 2025 Form 4 Insider Report for CARRIAGE SERVICES INC (CSV)

Role
Sr. VP & Regional Partner
Signature
/c/ Shawn R. Phillips
Stock symbol
CSV
Transactions as of
Feb 21, 2025
Transactions value $
-$106,439
Form type
4
Date filed
2/25/2025, 06:34 PM
Previous filing
Feb 21, 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction CSV Common Stock Tax liability -$63.5K -1.56K -1.34% $40.75 115K Feb 21, 2025 Direct F1
transaction CSV Common Stock Tax liability -$43K -1.05K -0.92% $40.75 114K Feb 22, 2025 Direct F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
holding CSV Stock Options 26.1K Feb 21, 2025 Common Stock 26.1K $24.48 Direct F3
holding CSV Stock Options 16.2K Feb 21, 2025 Common Stock 16.2K $32.69 Direct F4
holding CSV Stock Options 25K Feb 21, 2025 Common Stock 25K $49.48 Direct F5
holding CSV Stock Options 50K Feb 21, 2025 Common Stock 50K $34.79 Direct F6
holding CSV Stock Options 2.42K Feb 21, 2025 Common Stock 2.42K $25.43 Direct F7
holding CSV Stock Options 28.6K Feb 21, 2025 Common Stock 28.6K $26.54 Direct F8
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents shares withheld by the Issuer on February 21, 2025 to cover taxes associated with the vesting of shares of restricted stock granted on February 21, 2024.
F2 Represents shares withheld by the Issuer on February 22, 2025 to cover taxes associated with the vesting of shares of restricted stock granted on February 22, 2023.
F3 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.
F4 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.
F5 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.
F6 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.
F7 Stock Options granted on 2/14/2018 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which will vest in equal increments each year over five years beginning on 2/14/2019.
F8 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.