Steven D. Metzger - May 7, 2025 Form 4 Insider Report for CARRIAGE SERVICES INC (CSV)

Role
President
Signature
/s/ Steven D Metzger
Stock symbol
CSV
Transactions as of
May 7, 2025
Transactions value $
-$121,800
Form type
4
Date filed
5/8/2025, 05:17 PM
Previous filing
Apr 29, 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Metzger Steven D President 3040 POST OAK BLVD., SUITE 300, HOUSTON /s/ Steven D Metzger 2025-05-08 0001703447

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction CSV Common Stock Sale -$122K -3K -3.8% $40.60 75.9K May 7, 2025 Direct F1, F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id Content
F1 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.
F2 The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.11 to $41.00, 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.