Phillips Shawn R 4

Accession 0001016281-25-000026

CIK 0001016281other

View on SEC.gov Company Profile

Filed

Feb 20, 7:00 PM ET

Accepted

Feb 21, 9:55 PM ET

Size

18.7 KB

Accession

0001016281-25-000026

Insider Transaction Report

Form 4

Period: 2025-02-19

CARRIAGE SERVICES INCCSV

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 total
Exp: 2024-12-31→ Common Stock (32,778 underlying)

Holdings

Stock Options
Exercise: $32.69Exp: 2033-02-22→ Common Stock (16,200 underlying)
16,200
Stock Options
Exercise: $25.43Exp: 2028-02-14→ Common Stock (2,422 underlying)
2,422
Stock Options
Exercise: $34.79Exp: 2031-02-17→ Common Stock (50,000 underlying)
50,000
Stock Options
Exercise: $26.54Exp: 2027-03-21→ Common Stock (28,600 underlying)
28,600
Stock Options
Exercise: $24.48Exp: 2034-02-21→ Common Stock (26,100 underlying)
26,100
Stock Options
Exercise: $49.48Exp: 2032-02-23→ Common Stock (25,000 underlying)
25,000

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.

Documents

1 file

4
wk-form4_1740192912.xmlPrimary
FORM 4

Issuer

CARRIAGE SERVICES INC

CIK 0001016281

→

Entity typeother

Related Parties

filerCIK 0001427418

Filing Metadata

Form type: 4
Filed: Feb 20, 7:00 PM ET
Accepted: Feb 21, 9:55 PM ET
Size: 18.7 KB

View on SEC.gov