CARRIAGE SERVICES INC SEC Filings

Carriage Services director Edmondo Robinson received a stock grant as part of routine board compensation. He was awarded 664 shares of Carriage Services common stock on June 30, 2026, at a value of $38.34 per share, described as unrestricted shares granted under the company’s Director Compensation Policy for second-quarter service.

After this award, Robinson directly owns 4,711 shares of common stock. This transaction is classified as a grant or award acquisition, not an open-market purchase or sale.

Webb Somer reported acquisition or exercise transactions in this Form 4 filing.

Carriage Services director Somer Webb received a stock grant as part of regular board compensation. On June 30, 2026, Webb was awarded 612 shares of Carriage Services common stock at a reference price of $38.34 per share under the company’s Director Compensation Policy, bringing direct holdings to 11,163 shares.

BRUDNICKI GREG M reported acquisition or exercise transactions in this Form 4 filing.

Carriage Services Inc. reported that board advisor Greg M. Brudnicki received an equity grant of 130 shares of Common Stock on June 30, 2026. The shares were awarded under Carriage’s Director Compensation Policy as unrestricted stock for director compensation earned during the second quarter. Following this grant, Brudnicki directly owns 29,033 shares of Carriage Services common stock.

Carriage Services, Inc. reported the results of its 2026 annual shareholder meeting held on May 12, 2026. Shareholders elected Class III directors Donald D. Patteson, Jr. and Douglas B. Meehan with 11,137,853 and 11,336,853 votes for, respectively.

Shareholders supported declassifying the board with 11,975,332 votes for, but this did not meet the required 80% of outstanding shares, so the amendment was not approved. An advisory vote on named executive officer compensation passed with 11,879,875 votes for, and the Second Amendment to the 2017 Omnibus Incentive Plan was approved with 6,138,408 votes for and 5,843,510 against.

Shareholders also ratified Grant Thornton LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 13,803,398 votes for and 43,409 against.

Carriage Services, Inc. reported first‑quarter 2026 revenue of $106.1 million, slightly below $107.1 million a year earlier, while net income declined to $13.5 million from $20.9 million. Funeral volumes softened, but average revenue per funeral and cemetery property pricing increased, supporting higher gross profit of $38.6 million versus $37.8 million.

Operating cash flow rose to $14.9 million, helping reduce Credit Facility borrowings to $120.5 million. The company ended the quarter with $2.9 million in cash and total long‑term debt of $522.3 million. After quarter‑end, Carriage established an at‑the‑market equity program allowing sales of up to $100 million of common stock, which could provide added funding flexibility for growth, debt reduction, or other corporate uses.

Carriage Services entered an Equity Distribution Agreement for an at-the-market equity program allowing sales of up to $100 million of common stock through two sales agents. The company reported first-quarter 2026 revenue of $106.1 million, slightly below last year, with net income of $13.5 million and diluted EPS of $0.84.

Adjusted consolidated EBITDA rose to $33.8 million, and the adjusted EBITDA margin improved to 31.8%. Management reaffirmed its 2026 outlook, guiding to total revenue of $440–$450 million, adjusted diluted EPS of $3.35–$3.55, and adjusted free cash flow of $40–$50 million, emphasizing disciplined capital allocation and selective growth.

Carriage Services, Inc. is offering up to $100,000,000 of common stock through an Equity Distribution Agreement with Oppenheimer & Co. and Raymond James in an at-the-market program.

The Sales Agents may sell shares from time to time at prevailing market prices; they may act as agents or principals and will receive commissions of up to 3.0%. Net proceeds are to be used for potential acquisitions and general corporate purposes, including debt repayments. The prospectus supplement assumes 15,872,328 shares outstanding as of March 31, 2026 and illustrates a pro forma maximum of up to 17,988,282 shares if 2,115,954 shares are sold at an assumed price of $47.26 per share. Sales under the agreement are discretionary, there is no minimum amount required, and offering expenses are estimated at approximately $181,000.

Robinson Edmondo reported acquisition or exercise transactions in this Form 4 filing.

Carriage Services director Edmondo Robinson received a stock grant as part of regular board compensation. On March 31, 2026 he was awarded 557 unrestricted shares of Carriage’s common stock at a reference price of $45.66 per share under the company’s Director Compensation Policy.

After this award, Robinson directly holds 4,047 common shares, reflecting routine, compensation-related share ownership rather than an open‑market purchase.

Sanders Julie reported acquisition or exercise transactions in this Form 4 filing.

Carriage Services director Julie Sanders received a stock grant as part of director compensation. She was awarded 174 shares of Carriage Services common stock on March 31, 2026, at a reference price of $45.66 per share, increasing her direct holdings to 4,273 shares.

The footnote explains this award was made under Carriage’s Director Compensation Policy and represents unrestricted common shares granted for director compensation earned during the first quarter.