Form 4 for CSV CARRIAGE SERVICES INC
Accepted 2025-02-21 00:00:00 ET · period of report 2025-02-19 · accession 0001016281-25-000020 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-02-21 | 2025-02-19 | CSV | Metzger Steven D | Pres | F - Tax | $39.85 | -23.9K | 88.9K | -21% | -$953.6K |
| D | 2025-02-21 | 2025-02-19 | CSV | Metzger Steven D | Pres | M - OptEx | $39.85 | +56.2K | 112.8K | +99% | +$2.24M |
| D | 2025-02-21 | 2025-02-19 | CSV | Metzger Steven D | Pres | A - Grant | $41.54 | +12.6K | 56.6K | +29% | +$525.0K |
| D | 2025-02-21 | 2025-02-19 | CSV | Metzger Steven D | Pres | M - OptEx | $39.85 | -56.2K | 0 | -100% | -$2.24M |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-02-19 | F | D | 23,929 | $39.85 | 88,873 | D | — | — | (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. |
| 2 | Common | Common Stock | 2025-02-19 | M | A | 56,190 | $39.85 | 112,802 | D | — | — | |
| 3 | Common | Common Stock | 2025-02-19 | A | A | 12,638 | $41.54 | 56,612 | D | — | — | (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. |
| 4 | Derivative | Performance Award | 2025-02-19 | M | D | 56,190 | $39.85 | 0 | D | — · — to 2024-12-31 | 56,190 Common Stock | (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. |