Shane Pudenz - 07 Mar 2025 Form 4 Insider Report for CARRIAGE SERVICES INC (CSV)

Role
Vice President of Sales
Signature
/s/ Shane Pudenz
Issuer symbol
CSV
Transactions as of
07 Mar 2025
Net transactions value
$0
Form type
4
Filing time
25 Apr 2025, 20:24:52 UTC
Previous filing
27 Jun 2024
Next filing
29 Aug 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding CSV Common Stock 27,957 07 Mar 2025 Direct

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
transaction CSV Performance Award Award +7,094 7,094 07 Mar 2025 Common Stock 7,094 Direct F1, F2
holding CSV Stock Options 22,860 07 Mar 2025 Common Stock 22,860 $24.48 Direct F3
holding CSV Stock Options 12,375 07 Mar 2025 Common Stock 12,375 $32.69 Direct F4
holding CSV Stock Options 25,000 07 Mar 2025 Common Stock 25,000 $49.48 Direct F5
holding CSV Stock Options 7,000 07 Mar 2025 Common Stock 7,000 $34.79 Direct F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 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.
F2 This transaction is being reported late due to an administrative oversight.
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.