Welcome to our dedicated page for Carriage Svcs 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.
Carriage Services, Inc. filings document the regulatory record for a U.S. funeral and cemetery services company and its publicly traded common stock. Recent Form 8-K reports cover operating results, non-GAAP financial measures and Regulation G reconciliations, executive appointments, and material definitive agreements, including an at-the-market common stock offering program.
Carriage Services proxy materials cover annual meeting matters, shareholder voting, board governance and related corporate practices. The filing record also documents capital-structure matters, disclosure controls around earnings releases, and governance changes tied to the company’s funeral home and cemetery operating platform.
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.
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.
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. files its annual report outlining its U.S. funeral and cemetery operations, strategy, and risks. The company operates 155 funeral homes and 28 cemeteries, with funeral homes generating about 65% of revenue and cemeteries 35%.
In 2025, Carriage acquired eight funeral homes, one cemetery, and a cremation business in Florida for $56.5 million, plus one previously leased property for $2.5 million, and sold multiple locations and real estate for $44.4 million. Preneed activity is a major driver: it sold 11,967 preneed funeral contracts in 2025 and reported backlogs of 93,286 preneed funeral and 65,681 preneed cemetery contracts.
The company emphasizes three strategic objectives—Disciplined Capital Allocation, Purposeful Growth, and Relentless Improvement—and highlights technology investments, including a new sales platform. Key risks include dependence on local key employees, competition, preneed funding and trust performance, regulatory and environmental exposure, inflation, trade and macroeconomic pressures, cybersecurity threats, and a debt load of $532.9 million as of December 31, 2025.