Home/Filings/4/0001016281-24-000180
4//SEC Filing

Phillips Shawn R 4

Accession 0001016281-24-000180

CIK 0001016281other

Filed

Nov 26, 7:00 PM ET

Accepted

Nov 27, 4:26 PM ET

Size

19.4 KB

Accession

0001016281-24-000180

Insider Transaction Report

Form 4
Period: 2024-11-25
Transactions
  • Exercise/Conversion

    Common Stock

    2024-11-25$25.43/sh+900$22,88791,003 total
  • Exercise/Conversion

    Stock Options

    2024-11-257,0200 total
    Exercise: $20.06Exp: 2026-02-23Common Stock (7,020 underlying)
  • Exercise/Conversion

    Common Stock

    2024-11-25$20.06/sh+7,020$140,82190,103 total
  • Exercise/Conversion

    Stock Options

    2024-11-259002,422 total
    Exercise: $25.43Exp: 2028-02-14Common Stock (900 underlying)
Holdings
  • Performance Award

    Exp: 2024-12-31Common Stock (45,255 underlying)
    45,255
  • Stock Options

    Exercise: $49.48Exp: 2032-02-23Common Stock (25,000 underlying)
    25,000
  • Stock Options

    Exercise: $32.69Exp: 2033-02-22Common Stock (16,200 underlying)
    16,200
  • Stock Options

    Exercise: $34.79Exp: 2031-02-17Common Stock (50,000 underlying)
    50,000
  • Stock Options

    Exercise: $24.48Exp: 2034-02-21Common Stock (26,100 underlying)
    26,100
  • Stock Options

    Exercise: $26.54Exp: 2027-03-21Common Stock (28,600 underlying)
    28,600
Footnotes (8)
  • [F1]Stock Options granted on 2/23/2016 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 2/23/2017. 7,020 options were exercised on 11/25/2024. These options expire on 2/23/2026.
  • [F2]Stock Options granted on 2/14/2018 pursuant to the Carriage Services, Inc. 2017 Omnibus Incentive Plan which vested in equal increments each year over five years beginning 2/14/2019. 900 options were exercised on 11/25/2024. These options expire on 2/14/2028.
  • [F3]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. These options expire on 3/21/2027.
  • [F4]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. These options expire on 2/17/2031.
  • [F5]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.
  • [F6]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. These options expire on 2/23/2032.
  • [F7]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. These options expire on 2/22/2033.
  • [F8]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. These options expire on 2/21/2034.

Issuer

CARRIAGE SERVICES INC

CIK 0001016281

Entity typeother

Related Parties

1
  • filerCIK 0001427418

Filing Metadata

Form type
4
Filed
Nov 26, 7:00 PM ET
Accepted
Nov 27, 4:26 PM ET
Size
19.4 KB