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.
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. received a new Schedule 13G showing a sizable passive shareholder position. Vineyard Capital Partners, L.L.C., a Florida entity, reports beneficial ownership of 1,100,000 shares of Carriage Services common stock, representing 7.1% of the outstanding class as of December 31, 2025.
Manager Jeffrey K. Boutwell may direct the voting and disposition of the 1,100,000 shares held by Vineyard Capital and also owns 21,000 shares personally. The filing states that Boutwell’s beneficial ownership represents 7.3% of the class in total and certifies the holdings are not for the purpose of changing or influencing control of the company.
Carriage Services Inc. executive Sam A. Mazzu III, VP, General Counsel and Secretary, filed an initial ownership report showing 7,069 shares of Common Stock held directly. He also holds stock options for 4,500 shares at $34.79 expiring on 02/17/2031, 1,200 shares at $49.48 expiring on 02/23/2032, and 2,610 shares at $24.48 expiring on 02/21/2034. These options were granted under the Carriage Services, Inc. 2017 Omnibus Incentive Plan and vest in equal annual increments over three to five years.
Carriage Services, Inc. announced that its Board of Directors has appointed Steven D. Metzger, age 47, as President and Chief Operating Officer, effective February 2, 2026. His new role is part of a broader set of executive leadership changes intended to better align with the company’s business strategy.
Metzger joined Carriage Services in May 2018 and has served as President and Secretary since June 2023, after previously holding senior legal and administrative roles at the company and at other public companies. The company states there are no new compensatory arrangements tied to this appointment, no family relationships with other executives or directors, and no related-party transactions requiring disclosure.
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.