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CARRIAGE SERVICES INC SEC Filings

CSV NYSE

Welcome to our dedicated page for CARRIAGE SERVICES SEC filings (Ticker: CSV), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on CARRIAGE SERVICES's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into CARRIAGE SERVICES's regulatory disclosures and financial reporting.

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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.

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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.

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Filing
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annual report
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Carriage Services is asking shareholders to vote at its 2026 Annual Meeting on May 12, 2026 in Houston. The agenda includes electing two Class III directors, declassifying the board so all directors stand for annual elections starting in 2027, an advisory vote on 2025 executive pay, approval of a second amendment to the 2017 Omnibus Incentive Plan, and ratification of Grant Thornton LLP as auditor for 2026.

The company highlights about $60 million of strategic acquisitions completed in 2025, a focus on balance sheet discipline, and a shift to fully performance-based incentives for the Executive Leadership team. It also emphasizes ongoing governance enhancements, director independence, and broader culture, diversity, and community initiatives.

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The Vanguard Group filed Amendment No. 4 to a Schedule 13G for Carriage Services Inc, reporting that following an internal realignment it separately disaggregated beneficial ownership and now reports 0 shares and 0% beneficial ownership of the company’s common stock as of 03/13/2026. The filing explains the change reflects a January 12, 2026 internal realignment under SEC Release No. 34-39538 that caused certain Vanguard subsidiaries/divisions to report separately.

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Carriage Services, Inc. is soliciting proxies for its 2026 Annual Meeting to be held on May 12, 2026 at its Houston offices. Shareholders of record as of March 13, 2026 may vote; 15,860,981 shares were outstanding as of the Record Date.

The Board asks shareholders to vote on five proposals: (1) elect two Class III directors, (2) approve an amendment to declassify the Board (requires 80% approval), (3) advisory approval of 2025 NEO compensation, (4) a Second Amendment to the 2017 Omnibus Incentive Plan, and (5) ratify Grant Thornton LLP as auditor. The proxy highlights ~$60 million of strategic acquisitions completed in 2025 and governance enhancements, including the proposed immediate declassification to enable annual director elections beginning in 2027 if approved.

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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.

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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.

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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.

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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.

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FAQ

How many CARRIAGE SERVICES (CSV) SEC filings are available on StockTitan?

StockTitan tracks 60 SEC filings for CARRIAGE SERVICES (CSV), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for CARRIAGE SERVICES (CSV)?

The most recent SEC filing for CARRIAGE SERVICES (CSV) was filed on April 2, 2026.