Carriage Services officer reports tax share withholding

Carriage Services Inc reported an insider equity transaction by President & COO Steven D. Metzger.

Rhea-AI Filing Summary

Carriage Services Inc reported an insider equity transaction by President & COO Steven D. Metzger. On February 19, 2026, 1,150 shares of common stock were disposed of at $44.22 per share in a Form 4 transaction coded "F," which indicates shares were used to satisfy tax obligations.

According to the footnote, these shares were withheld by the company to cover applicable withholding taxes related to the vesting of restricted stock that had been granted on February 19, 2025, rather than sold in the open market. After this tax-withholding disposition, Metzger directly owned 72,960 shares of Carriage Services common stock.

Insider Trade Summary

Exercise Price or Tax Liability: 1,150 shares

Exercise Price or Tax Liability 1 txn

Insider Metzger Steven D

Role President & COO

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	1,150	$44.22	$51K

Holdings After Transaction: Common Stock — 72,960 shares (Direct)

Footnotes (1)

1. F1. Represents shares withheld by the Issuer on February 19, 2026 to cover applicable withholding taxes related to vesting of shares of restricted stock granted on February 19, 2025.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did CSV report for Steven D. Metzger?

Carriage Services reported that President & COO Steven D. Metzger had 1,150 common shares withheld on February 19, 2026. The shares were used to satisfy tax withholding obligations tied to vesting of restricted stock granted a year earlier.

Was the Carriage Services (CSV) Form 4 transaction an open-market sale?

No, the Form 4 transaction was not an open-market sale. The 1,150 shares were withheld by Carriage Services to cover tax withholding on restricted stock vesting, as indicated by transaction code F and the accompanying footnote.

How many Carriage Services shares did Steven D. Metzger hold after the Form 4 event?

After the Form 4 tax-withholding transaction, Steven D. Metzger directly owned 72,960 shares of Carriage Services common stock. This post-transaction holding reflects the reduction from the 1,150 shares withheld to pay applicable tax obligations on restricted stock vesting.

What does transaction code F mean in the CSV Form 4 filing?

Transaction code F in the Carriage Services Form 4 indicates a tax-withholding disposition. It shows that shares were delivered to the issuer to satisfy exercise price or tax liabilities, rather than representing a typical open-market purchase or sale by the insider.

What triggered the tax withholding of Carriage Services shares on February 19, 2026?

The tax withholding was triggered by the vesting of restricted stock granted to Steven D. Metzger on February 19, 2025. When those restricted shares vested a year later, 1,150 shares were withheld by the issuer to cover applicable withholding taxes.

What was the price used for the CSV insider tax-withholding shares?

The 1,150 Carriage Services shares withheld for taxes were valued at $44.22 per share. This price was used to determine the value of shares applied toward covering Metzger’s withholding tax obligation on the vesting restricted stock grant.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 02/23/2026 - 07:23 PM EST Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Metzger Steven D

(Last) (First) (Middle)

3040 POST OAK BLVD.

SUITE 300

(Street)

HOUSTON TX 77056

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
CARRIAGE SERVICES INC [ CSV ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	President & COO

3. Date of Earliest Transaction (Month/Day/Year)
02/19/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	02/19/2026		F		1,150	D	$44.22(1)	72,960	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents shares withheld by the Issuer on February 19, 2026 to cover applicable withholding taxes related to vesting of shares of restricted stock granted on February 19, 2025.

Remarks:

	/s/ Steven D Metzger	02/23/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.