Form 4 for CSV CARRIAGE SERVICES INC
Accepted 2025-04-25 00:00:00 ET · period of report 2025-03-07 · accession 0001016281-25-000060 · 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 | 2025-04-25 | 2025-04-23 | CSV | Metzger Steven D | Pres | S - Sale | $40.09 | -3,508 | 81.4K | -4% | -$140.6K |
| D | 2025-04-25 | 2025-03-07 | CSV | Metzger Steven D | Pres | A - Grant | — | +13.6K | 13.6K | New | — |
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 | 2025-04-23 | S | D | 3,508 | $40.09 | 81,389 | D | — | — | (F2) The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.35, inclusive. The Reporting Person undertakes to provide to Carriage Services, Inc. ("Carriage"), any security holder of Carriage, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. |
| 2 | Derivative | Performance Award | 2025-03-07 | A | A | 13,605 | — | 13,605 | D | — · — to 2028-03-31 | 13,605 Common Stock | (F4) This transaction is being reported late due to an administrative oversight. (F3) Represents a performance-based award, payable in shares, granted on March 7, 2025 under the Carriage Services, Inc. 2017 Omnibus Incentive Plan (the "Plan"). The award will vest (if at all) provided that certain pre-determined performance metrics related to the Issuer's Adjusted Consolidated EBITDA (Adjusted Earnings Before Interest Tax Depreciation and Amortization) are achieved during the period commencing on the grant date through March 31, 2028, and certified by the Issuer's Compensation Committee of the Board of Directors, subject to terms of the Plan, such award, and the Reporting Person remaining continuously employed by the Issuer through such date. |