Carriage Services, Inc. filings document the regulatory record for a U.S. funeral and cemetery services company and its publicly traded common stock. Recent Form 8-K reports cover operating results, non-GAAP financial measures and Regulation G reconciliations, executive appointments, and material definitive agreements, including an at-the-market common stock offering program.
Carriage Services proxy materials cover annual meeting matters, shareholder voting, board governance and related corporate practices. The filing record also documents capital-structure matters, disclosure controls around earnings releases, and governance changes tied to the company’s funeral home and cemetery operating platform.
Carriage Services Inc (CSV) is the issuer named in a Schedule 13G reporting beneficial ownership by Vineyard Capital Partners, LLC and its managing member, Jeffrey K. Boutwell. Vineyard Capital Partners reports 976,000 shares, or 6.1% of the outstanding common stock, with shared voting and dispositive power. Boutwell reports beneficial ownership of 1,010,000 shares, or 6.4%, comprising 34,000 shares he owns personally and the 976,000 shares over which he shares voting and dispositive power through the LLC.
Carriage Services, Inc. (CSV) terminated its Equity Distribution Agreement with Oppenheimer & Co. Inc. and Raymond James & Associates, Inc. on October 4, 2026. Under the agreement, the company could sell common stock in at-the-market offerings with an aggregate offering price of up to $100 million.
Before termination, Carriage Services had not sold any shares under the program and was not subject to termination penalties.
Carriage Services (CSV) director Edmondo Robinson received an award of 986 unrestricted common shares on September 30, 2026, under the Director Compensation Policy for compensation earned during the third quarter. He directly held 5,697 shares following the award.
Carriage Services Inc. reported that Board Advisor Greg M. Brudnicki acquired 160 unrestricted shares of common stock on September 30, 2026, under its Director Compensation Policy for compensation earned during the third quarter. The reported per-share amount was $31.17. His reported direct holdings following the award were 29,193 shares.
Carriage Services Inc. director Julie Sanders received an award of 312 unrestricted common shares on September 30, 2026, under the Director Compensation Policy for compensation earned during the third quarter. The reported price per share was $31.17, and her directly held position after the award was 4,793 shares.
Carriage Services Inc. (CSV) director Charles Fargason received an award of 1,443 unrestricted common shares on September 30, 2026, under the Director Compensation Policy for compensation earned during the third quarter. The reported price was $31.17 per share, and his directly held position after the award was 27,369 shares.
Carriage Services Inc. director Somer Webb acquired 866 unrestricted shares of common stock on September 30, 2026, as an award under the Director Compensation Policy for director compensation earned during the third quarter. The reported per-share amount was $31.17; this was an award, not a reported market purchase. Somer Webb directly held 12,029 shares after the transaction.
Carriage Services, Inc. entered into a five-year senior secured revolving credit facility with commitments of up to $300 million, replacing its prior $250 million facility. Borrowings on September 30, 2026 repaid all outstanding obligations under the prior agreement, terminated it and released its liens; committed capacity rose by $50 million. Proceeds may also fund working capital, acquisitions, capital expenditures and general corporate purposes.
The facility is secured by first-priority liens on substantially all personal property of Carriage and subsidiary guarantors. It sets a maximum Total Net Leverage Ratio of 5.00 to 1.00 and a minimum Fixed Charge Coverage Ratio of 1.20 to 1.00; qualifying material acquisitions permit an elected four-quarter Adjusted Covenant Period with a 5.50-to-1.00 ceiling. Its stated maturity is September 30, 2031, but if the Senior Notes are not refinanced by February 13, 2029 to mature December 30, 2031 or later, the facility matures February 14, 2029.
Separately, Carriage will terminate its $100 million at-the-market equity program effective October 4, 2026, and lowered its targeted leverage range from 3.5x–4.0x to 3.0x–3.5x. Its capital framework prioritizes existing-business investment, then balances debt reduction, selective acquisitions and share repurchases.
Carriage Services, Inc. reported that Chief Information Officer Rob Franch resigned effective August 13, 2026. The company stated his resignation was not due to any disagreement regarding operations, policies, practices, controls, or financial and accounting matters. A search process has begun to identify a successor and support the company’s long-term strategic growth objectives.
Under a Separation Agreement, Mr. Franch will receive certain salary payments for 12 months after his departure, a pro-rated 2026 annual target bonus based on full-year performance, the option to elect up to 18 months of COBRA health coverage, and will provide consulting and transition assistance through December 31, 2026. The agreement includes customary release, confidentiality, non-competition, and non-disparagement provisions and terminates his prior employment agreement as of the effective date.
Carriage Services Inc (CSV) received an amended Schedule 13G filing from Vineyard Capital Partners, L.L.C. and Jeffrey K Boutwell. Vineyard Capital beneficially owns 41,800 shares of Carriage Services Inc common stock, representing 0.3% of the class. These shares are held by Vineyard Capital, with shared voting and dispositive power; as managing member, Jeffrey K Boutwell may direct the vote and disposition of these shares but personally owns 0 shares of the common stock.