Every Form 4 that Carriage Svcs Inc (CSV) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow CSV and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CSV filings page.
Sanders Julie reported acquisition or exercise transactions in this Form 4 filing.
Carriage Services director Julie Sanders received a stock grant of 208 shares of Common Stock at $38.34 per share. The award was made under Carriage’s Director Compensation Policy for compensation earned during the second quarter, bringing her directly held stake to 4,481 shares.
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.
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.
Webb Somer reported acquisition or exercise transactions in this Form 4 filing.
Carriage Services Inc. director Somer Webb received a stock grant as part of director compensation. The Form 4 shows an award of 541 shares of Common Stock at $45.66 per share on March 31, 2026, granted under Carriage’s Director Compensation Policy for first-quarter service. Following this grant, Webb directly holds 10,551 Common Stock shares.
BRUDNICKI GREG M reported acquisition or exercise transactions in this Form 4 filing.
Carriage Services board advisor Greg M. Brudnicki received a stock grant of 109 shares of Common Stock on March 31, 2026. The award was made under Carriage’s Director Compensation Policy as unrestricted shares for director compensation earned during the first quarter, bringing his direct holdings to 28,903 shares of Common Stock.
Quezada Carlos R. reported acquisition or exercise transactions in this Form 4 filing.
Carriage Services Inc. CEO and director Carlos R. Quezada reported equity compensation awards on February 25, 2026. He received a grant of 20,417 common shares as restricted stock at $44.08 per share, vesting in equal annual increments over three years beginning February 25, 2027.
He also received a performance-based award for 20,417 shares under the 2017 Omnibus Incentive Plan. This performance award will vest, if at all, based on pre-determined Adjusted Consolidated EBITDA metrics measured from the grant date through February 28, 2029 and requires his continued employment through that date.
Franch Rob Paul reported acquisition or exercise transactions in this Form 4 filing.
Carriage Services Inc. Chief Information Officer Rob Paul Franch reported awards of company equity on February 25, 2026. He received a grant of 6,210 shares of common stock at a stated price of $44.08 per share under the 2017 Omnibus Incentive Plan, which will vest in equal annual installments over three years beginning February 25, 2027. He was also granted a performance-based award of 6,210 units, payable in shares, that will vest only if pre-determined Adjusted Consolidated EBITDA performance goals are achieved between the grant date and February 28, 2029 and certified by the Compensation Committee, with continued employment required through that date.
Enwright John reported acquisition or exercise transactions in this Form 4 filing.
Carriage Services senior vice president, CFO and treasurer John Enwright received equity compensation on February 25, 2026. He was granted 8,507 shares of common stock at a stated price of $44.08 per share, increasing his directly held common stock to 15,217 shares.
He also received a performance-based award for 8,507 performance share units under the 2017 Omnibus Incentive Plan. The restricted stock portion will vest in equal annual installments over three years beginning February 25, 2027. The performance award vests only if preset Adjusted Consolidated EBITDA targets are achieved through February 28, 2029 and certified by the compensation committee, and if he remains continuously employed.
Shanley Kathryn reported acquisition or exercise transactions in this Form 4 filing.
Carriage Services Inc. reported that Chief Accounting Officer Kathryn Shanley received equity-based compensation on February 25, 2026. She was granted 6,006 shares of restricted stock under the 2017 Omnibus Incentive Plan, which will vest in equal annual installments over three years beginning February 25, 2027. She also received a performance-based award for 6,006 shares, which will vest only if pre-determined Adjusted Consolidated EBITDA performance metrics are achieved from the grant date through February 28, 2029 and certified by the Compensation Committee, contingent on her continued employment.
Pudenz Shane reported acquisition or exercise transactions in this Form 4 filing.
Carriage Services reported that Vice President of Sales Shane Pudenz received equity-based compensation awards. He was granted 6,210 shares of common stock at $44.08 per share as a restricted stock grant under the 2017 Omnibus Incentive Plan, which will vest in three equal annual installments beginning on February 25, 2027. He also received a 6,210-share performance-based award, payable in stock, that will vest only if predetermined Adjusted Consolidated EBITDA targets are achieved between the grant date and February 28, 2029 and certified by the Compensation Committee, with vesting also conditioned on his continued employment.
Mazzu Sam A. III reported acquisition or exercise transactions in this Form 4 filing.
Carriage Services executive Sam A. Mazzu III, VP, General Counsel and Secretary, reported equity awards tied to his compensation. He received a performance-based award covering 1,559 units, payable in shares, under the company’s 2017 Omnibus Incentive Plan. He was also granted 1,559 shares of common stock at a reference price of $44.08 per share, bringing his directly held common stock to 8,219 shares. The restricted stock grant will vest in equal annual installments over three years beginning on February 25, 2027. The performance award will vest, if at all, only if specified Adjusted Consolidated EBITDA performance metrics are achieved from the grant date through February 28, 2029 and certified by the Compensation Committee, subject to continued employment and the plan’s terms.
Metzger Steven D reported acquisition or exercise transactions in this Form 4 filing.
Carriage Services President & COO Steven D. Metzger reported equity awards that increase his direct holdings. He received a grant of 13,398 shares of common stock at $44.08 per share under the 2017 Omnibus Incentive Plan, bringing his direct ownership to 83,634 shares.
A separate performance-based award for 13,398 share-equivalents was also granted. The restricted stock will vest in three equal annual installments starting on February 25, 2027. The performance award will vest only if specified Adjusted Consolidated EBITDA targets are met from the grant date through February 28, 2029 and he remains continuously employed.
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.
Carriage Services Inc. Chief Information Officer Rob Paul Franch reported two tax-related share dispositions. On February 21, 2026, 869 shares of common stock were withheld at $44.86 per share to cover withholding taxes on the vesting of restricted stock granted February 21, 2024.
On February 22, 2026, a further 589 shares were withheld at $44.86 per share for taxes tied to restricted stock granted February 22, 2023. After the February 22 transaction, he held 19,244 shares of Carriage Services common stock directly.
Carriage Services CEO Carlos R. Quezada reported share dispositions related to tax withholding, not open-market sales. On February 21 and 22, 2026, a total of 3,831 shares of common stock were withheld by the company to cover taxes upon vesting of previously granted restricted stock, leaving him with 88,693 directly owned shares.
Carriage Services Inc. vice president of sales Shane Pudenz reported two small stock transactions tied to tax withholding. On February 21, 2026, the company withheld 784 shares of common stock at $44.86 per share to cover taxes due on vesting of restricted stock granted in 2024. On February 22, 2026, it withheld a further 462 shares at the same price to cover taxes on vesting of restricted stock granted in 2023. After these tax-withholding dispositions, Pudenz directly owns 13,013 shares of Carriage Services common stock.
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.
Carriage Services Inc CEO and director Carlos R. Quezada reported a tax-withholding disposition of company common stock. On February 19, 2026, the issuer withheld 1,627 shares at $44.22 per share to cover withholding taxes tied to vested restricted stock granted on February 19, 2025.
After this withholding, Quezada directly owned 92,524 shares of Carriage Services common stock. This was not an open-market sale but shares retained by the company to satisfy tax obligations upon vesting.
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.
Carriage Services Inc. Chief Information Officer Franch Rob Paul reported a Form 4 transaction involving a tax-related share withholding. On February 19, 2026, 671 shares of common stock were disposed of at $44.22 per share to cover withholding taxes upon vesting of restricted stock granted on February 19, 2025, leaving him with 20,702 directly owned shares.
Carriage Services senior vice president, CFO and treasurer John Enwright reported a tax-related share disposition tied to restricted stock vesting. On February 19, 2026, 963 shares of common stock at $44.22 per share were withheld by the company to cover withholding taxes. After this transaction, he directly owns 6,710 common shares.
Carriage Services Inc. reported an insider tax-related stock transaction by VP, General Counsel & Secretary Sam A. Mazzu III. On February 19, 2026, 164 shares of common stock were withheld by the company at $44.22 per share to cover withholding taxes tied to the vesting of restricted stock granted on February 19, 2025. After this tax-withholding disposition, Mazzu directly owns 6,905 shares of Carriage Services common stock.
Carriage Services Inc. vice president of sales Shane Pudenz reported a tax-related share disposition. On February 19, 2026, 671 shares of common stock were withheld at $44.22 per share to cover withholding taxes tied to the vesting of restricted stock granted on February 19, 2025. After this tax-withholding disposition, Pudenz directly owns 14,259 common shares.
Carriage Services Inc. Chief Accounting Officer Kathryn Shanley reported a tax-related share withholding. On February 19, 2026, 579 shares of common stock were withheld by the company at $44.22 per share to cover withholding taxes tied to the vesting of restricted stock granted on February 19, 2025. After this tax-withholding disposition, Shanley directly held 5,663 shares of Carriage Services common stock.
Carriage Services Inc. reported that a board advisor received an equity award in company stock. On December 31, 2025, the reporting person acquired 118 shares of Carriage common stock at $42.30 per share as part of director compensation for the fourth quarter. Following this grant, the reporting person beneficially owns 28,794 shares of common stock, held as a direct ownership position.
Carriage Services Inc. director reports stock award for board compensation. A board member of Carriage Services Inc. received an award of 584 shares of common stock on December 31, 2025, recorded as an acquisition at a price of $42.3 per share. This grant was made under the company’s Director Compensation Policy as unrestricted common stock for director compensation earned during the fourth quarter.
After this transaction, the reporting person beneficially owns 10,010 shares of Carriage Services common stock, held directly. The filing is made on behalf of the director by an attorney-in-fact, confirming the equity component of fourth-quarter board compensation.
Carriage Services Inc. reported a small insider stock award to a director. Director Julie Sanders received 188 unrestricted shares of Carriage Services common stock on December 31, 2025 as compensation earned during the fourth quarter under the company’s Director Compensation Policy, at a price of $42.30 per share. Following this grant, she directly beneficially owned 4,099 shares of Carriage Services common stock.
Carriage Services Inc. reported a routine director stock grant. A board member received 601 shares of Carriage common stock on 12/31/2025 under the company’s Director Compensation Policy, at a reported price of $42.3 per share. This award represents stock granted for director compensation earned during the fourth quarter.
After this grant, the director beneficially owns 3,490 shares held directly. The filing reflects standard equity-based compensation for board service, rather than an open-market purchase or sale.
Carlos Quezada, who serves as CEO and a director of Carriage Services, Inc. (CSV), reported an automated sale of 4,250 shares of company common stock on 10/07/2025. The sale was executed under a Rule 10b5-1(c) trading plan established on 12/27/2024, meaning the reporting person had no discretion over timing. The filing shows a weighted average sale price of $46.14 (trades ranged from $45.86 to $46.84), and 94,151 shares remained beneficially owned after the transactions. The filer notes the sale occurred in multiple transactions and offers to provide breakdowns of per-price share counts on request.
Somer Webb, a director of Carriage Services Inc. (CSV), was granted 555 unrestricted shares of the company's common stock under the Director Compensation Policy on 09/30/2025. The transaction is reported as an acquisition at an indicated price of $44.54 per share and leaves the reporting person with 9,426 shares beneficially owned following the award. The filing is a Form 4 reporting changes in beneficial ownership and was signed by an attorney-in-fact on 10/02/2025. The explanation states the award compensates director services earned in the third quarter.
Carriage Services, Inc. (CSV) reported a change in beneficial ownership by director Edmondo Robinson related to director compensation. The report shows an award of 572 unrestricted shares of common stock granted as director compensation for the third quarter, recorded with a transaction code indicating an acquisition at an indicated price of $44.54 per share. After the award, Mr. Robinson is reported to beneficially own 2,889 shares directly. The filing is a Form 4 disclosure of insider activity and reflects a non-derivative equity grant under the company’s director compensation policy; no options, dispositions, or derivative instruments are reported.