Elliott Paul Donald 4

4 · CARRIAGE SERVICES INC · Filed Feb 23, 2024

Insider Transaction Report

Form 4

Period: 2024-02-21

CARRIAGE SERVICES INCCSV

Elliott Paul Donald

Other

Transactions

Award
Common Stock
2024-02-21$24.48/sh+11,040$270,259→ 45,533 total
Sale
Common Stock
2024-02-22$25.58/sh−855$21,871→ 44,678 total
Award
Stock Options
2024-02-21+26,100→ 26,100 total
Exercise: $24.48Exp: 2034-02-21→ Common Stock (26,100 underlying)

Holdings

Stock Options
Exercise: $32.69Exp: 2033-02-22→ Common Stock (16,200 underlying)
16,200
Stock Options
Exercise: $34.79Exp: 2031-02-17→ Common Stock (50,000 underlying)
50,000
Stock Options
Exercise: $49.48Exp: 2032-02-23→ Common Stock (25,000 underlying)
25,000
Common Stock
(indirect: By Spouse)
6,029
Performance Award
Exp: 2024-12-31→ Common Stock (45,255 underlying)
45,255
Stock Options
Exercise: $25.43Exp: 2028-02-14→ Common Stock (16,610 underlying)
16,610
Stock Options
Exercise: $26.54Exp: 2027-03-21→ Common Stock (38,600 underlying)
38,600

Footnotes (9)

[F1]Restricted Stock grant 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.
[F2]Represents shares withheld on February 22, 2024 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]Represents performance awards, payable in shares on December 31, 2024 granted under the Carriage Services, Inc. 2017 Omnibus Incentive Plan. The award will vest (if at all) on December 31, 2024 provided that the Company's common stock reaches one of five pre-determined growth targets for a sustained period beginning on the grant date of May 19, 2020 and ending on December 31, 2024.
[F7]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.
[F8]Stock Options granted on 2/14/2018 pursuant to the Carriage Services, Inc. 2017 Omnibus Plan which will vest in equal increments each year over five years beginning 2/14/2019.
[F9]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 year over five years beginning 3/21/2018.

Documents

1 file

4
wk-form4_1708741028.xmlPrimary
FORM 4