STOCK TITAN

Carriage Services (NYSE: CSV) exec reports tax-withheld share dispositions

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Carriage Services executive Sam A. Mazzu III, VP, GC & Secretary, reported two small share dispositions classified as tax-withholding events rather than open-market sales. On February 21, 2026, 109 shares of common stock were withheld by the company at $44.86 per share to cover taxes on restricted stock granted on February 21, 2024. On February 22, 2026, a further 136 shares were withheld at $44.86 per share for taxes on restricted stock granted on February 22, 2023. After these withholding transactions, Mazzu directly owned 6,660 shares of Carriage Services common stock.

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Insider Mazzu Sam A. III
Role VP, GC & Secretary
Type Security Shares Price Value
Tax Withholding Common Stock 136 $44.86 $6K
Tax Withholding Common Stock 109 $44.86 $5K
Holdings After Transaction: Common Stock — 6,660 shares (Direct)
Footnotes (1)
  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. 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.
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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*
Mazzu Sam A. III

(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)
VP, GC & Secretary
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 109(1) D $44.86 6,796 D
Common Stock 02/22/2026 F 136(2) D $44.86 6,660 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/ Sam A. Mazzu III 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.

FAQ

What insider transaction did Carriage Services (CSV) report for Sam A. Mazzu III?

Carriage Services reported two small share dispositions for executive Sam A. Mazzu III. Both were tax-withholding events, where the company withheld shares to cover income taxes on vesting restricted stock, not open-market purchases or sales by the executive.

How many Carriage Services (CSV) shares were withheld for taxes from Sam A. Mazzu III?

A total of 245 shares were withheld for taxes, consisting of 109 shares on February 21, 2026 and 136 shares on February 22, 2026. Each withholding related to vesting of previously granted restricted stock awards.

At what price were Carriage Services (CSV) shares valued for the tax-withholding transactions?

The withheld Carriage Services shares were valued at $44.86 per share for both tax-withholding transactions. This price was used to determine how many shares the company needed to retain to satisfy the applicable tax obligations.

Did Sam A. Mazzu III sell Carriage Services (CSV) shares on the open market?

No, the Form 4 does not show open-market sales. The transactions are coded as tax-withholding dispositions, where the issuer retained shares from vesting restricted stock to cover tax liabilities, rather than the executive selling shares to another buyer.

How many Carriage Services (CSV) shares does Sam A. Mazzu III own after these transactions?

Following the tax-withholding dispositions, Sam A. Mazzu III directly owns 6,660 shares of Carriage Services common stock. This figure reflects his remaining direct holdings after the company withheld shares to satisfy tax obligations on vesting awards.