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.
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.
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.