Carriage Services COO shares withheld for taxes

Carriage Services Inc. reported that President & COO Steven D. Metzger had common shares withheld to cover tax obligations tied to restricted stock vesting.

Rhea-AI Filing Summary

Carriage Services Inc. reported that President & COO Steven D. Metzger had common shares withheld to cover tax obligations tied to restricted stock vesting. On February 21, 2026, the company withheld 1,741 shares at $44.86 per share, and on February 22, 2026, it withheld another 983 shares at the same price. These transactions were coded as tax-withholding dispositions, and Metzger directly owned 70,236 common shares following the most recent transaction.

Insider Trade Summary

Exercise Price or Tax Liability: 2,724 shares

Exercise Price or Tax Liability 2 txns

Insider Metzger Steven D

Role President & COO

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	983	$44.86	$44K
Exercise Price or Tax Liability	Common Stock	1,741	$44.86	$78K

Holdings After Transaction: Common Stock — 70,236 shares (Direct)

Footnotes (2)

1. F1. Represents shares withheld by the Issuer on February 21, 2026 to cover applicable withholding taxes related to vesting of shares of restricted stock granted on February 21, 2024.
2. F2. Represents shares withheld by the Issuer on February 22, 2026 to cover applicable withholding taxes related to vesting of shares of restricted stock granted on February 22, 2023.

FAQ

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

What insider transaction did Carriage Services (CSV) report for Steven Metzger?

Carriage Services reported that President & COO Steven D. Metzger had common shares withheld to cover taxes on restricted stock vesting, with two Form 4 transactions recorded on February 21 and 22, 2026, both coded as tax-withholding dispositions.

How many Carriage Services shares were withheld for Steven Metzgers taxes?

The issuer withheld 1,741 common shares on February 21, 2026 and 983 common shares on February 22, 2026. Both sets of shares were applied to cover applicable withholding taxes related to the vesting of previously granted restricted stock awards.

At what price were the Carriage Services shares valued for Steven Metzgers tax withholding?

Both tax-withholding dispositions for President & COO Steven D. Metzger used a share value of $44.86. This price applied to the 1,741 shares withheld on February 21, 2026 and the 983 shares withheld on February 22, 2026 to satisfy tax obligations.

Were Steven Metzgers Carriage Services share transactions open-market sales?

No, the transactions reflect shares withheld by Carriage Services to cover withholding taxes on restricted stock vesting, not open-market sales. The Form 4 uses code F, indicating payment of tax liability by delivering securities directly back to the issuer.

How many Carriage Services shares did Steven Metzger own after the latest withholding?

After the February 22, 2026 tax-withholding disposition, President & COO Steven D. Metzger directly owned 70,236 shares of Carriage Services common stock. This figure reflects his direct ownership immediately following the most recent reported transaction on the Form 4.

What restricted stock grants triggered Steven Metzgers Carriage Services tax withholdings?

The February 21, 2026 share withholding related to restricted stock granted on February 21, 2024. The February 22, 2026 withholding related to restricted stock granted on February 22, 2023, as disclosed in the footnotes describing the vesting and associated tax obligations.

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

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Accepted by SEC EDGAR 02/25/2026 - 07:31 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)
02/21/2026

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	02/21/2026		F		1,741(1)	D	$44.86	71,219	D
Common Stock	02/22/2026		F		983(2)	D	$44.86	70,236	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 21, 2026 to cover applicable withholding taxes related to vesting of shares of restricted stock granted on February 21, 2024.

2. Represents shares withheld by the Issuer on February 22, 2026 to cover applicable withholding taxes related to vesting of shares of restricted stock granted on February 22, 2023.

Remarks:

	/s/ Steven D Metzger	02/25/2026
	** 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.