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 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 reported stronger fourth quarter and full year 2025 results, highlighted by higher earnings and solid cash generation. In Q4, total revenue reached $105.5 million versus $97.7 million a year earlier, and GAAP diluted EPS rose to $0.77 from $0.62. Full year 2025 revenue was $417.4 million, up from $404.2 million, while GAAP diluted EPS increased to $3.25 from $2.10 and adjusted diluted EPS rose to $3.20 from $2.65. Operating income improved to $97.7 million from $81.8 million and cash provided by operating activities grew to $60.7 million from $52.0 million.
Growth was driven by higher funeral contract volumes and pricing, strong preneed cemetery sales, and a 17.7% increase in financial revenue tied to more insurance-funded preneed contracts. The company completed two strategic acquisitions that together generated more than $15 million in 2024 revenue and divested non-core assets, ending 2025 with a reported leverage ratio of 4.0x. For 2026, Carriage Services projects $440–$450 million in total revenue, adjusted consolidated EBITDA of $135–$140 million, adjusted diluted EPS of $3.35–$3.55, and adjusted free cash flow of $40–$50 million, assuming capital expenditures of $25–$30 million.
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. 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.