Phillips Shawn R 4
4 · CARRIAGE SERVICES INC · Filed Feb 21, 2025
Insider Transaction Report
Form 4
Phillips Shawn R
Other
Transactions
- Exercise/Conversion
Common Stock
2025-02-19$39.85/sh+32,778$1,306,203→ 130,461 total - Tax Payment
Common Stock
2025-02-19$39.85/sh−14,052$559,972→ 116,455 total - Award
Common Stock
2025-02-19$41.54/sh+6,680$277,487→ 97,683 total - Exercise/Conversion
Performance Award
2025-02-19$39.85/sh−32,778$1,306,203→ 0 totalExp: 2024-12-31→ Common Stock (32,778 underlying)
Holdings
- 16,200
Stock Options
Exercise: $32.69Exp: 2033-02-22→ Common Stock (16,200 underlying) - 2,422
Stock Options
Exercise: $25.43Exp: 2028-02-14→ Common Stock (2,422 underlying) - 50,000
Stock Options
Exercise: $34.79Exp: 2031-02-17→ Common Stock (50,000 underlying) - 28,600
Stock Options
Exercise: $26.54Exp: 2027-03-21→ Common Stock (28,600 underlying) - 26,100
Stock Options
Exercise: $24.48Exp: 2034-02-21→ Common Stock (26,100 underlying) - 25,000
Stock Options
Exercise: $49.48Exp: 2032-02-23→ Common Stock (25,000 underlying)
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 2/19/2026.
- [F2]Represents shares withheld by the Issuer on February 19, 2025 to cover taxes associated with the vesting of performance awards shares which were granted on May 19, 2020, vested on December 31, 2024, and issued on February 19, 2025, in accordance with the terms of the award.
- [F3]Represents performance awards, payable in shares, granted on May 19, 2020 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan. These awards vested on December 31, 2024 and were issued on February 19, 2025.
- [F4]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.
- [F5]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.
- [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.
- [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 on 2/14/2022.
- [F8]Stock Options granted on 2/14/2018 pursuant to the Carriage Services, Inc. 2017 Omnibus Plan which will vested in equal increments each year over five years beginning on 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 each over five years beginning 3/21/2018.