RESULTS OF OPERATIONS AND FINANCIAL CONDITION . In the press release dated November 4, 2026 , Carriage Services, Inc. (the “Company”) announced and commented on its financial results for its quarter ended September 30, 2026. A copy of the press release issued by the Company is attached hereto as Exhibit 99.1 and incorporated by this reference. The Company’s press release dated November 4, 2026 , contains non-GAAP financial measures. Generally, a non-GAAP financial measure is a numerical measu…

TERMINATION OF A MATERIAL DEFINITIVE AGREEMENT On October 4, 2026, the Company terminated its Equity Distribution Agreement dated May 6, 2026 (the “Equity Distribution Agreement”), by and between the Company, Oppenheimer & Co. Inc. (“Oppenheimer & Co.”) and Raymond James & Associates, Inc. (“Raymond James” and together with Oppenheimer & Co., the “Sales Agents”). As previously reported, pursuant to the terms of the Equity Distrbution Agreement, the Company could sell shares of its common stoc…

CREATION OF A DIRECT FINANCIAL OBLIGATION OR AN OBLIGATION UNDER AN OFF-BALANCE SHEET ARRANGEMENT OF A REGISTRANT. The information provided under

ENTRY INTO A MATERIAL DEFINITIVE AGREEMENT On September 30, 2026 (the “Closing Date”), Carriage Services, Inc., a Delaware corporation (the “Company”), entered into a Credit Agreement (the “Credit Agreement”), by and among the Company, the subsidiaries of the Company party thereto as guarantors, the lenders party thereto from time to time (the “Lenders”) and JPMorgan Chase Bank, N.A., as Administrative Agent (the “Administrative Agent”). The Credit Agreement provides for a five-year senior se…

REGULATION FD DISCLOSURE. On September 30, 2026, the Company issued a press release announcing its entry into the Credit Agreement and a press release announcing its capital allocation framework and the termination of its $100 million at-the-market equity offering program. A copy of the press releases are attached hereto as Exhibit 99.1 and Exhibit 99.2, respectively, and are incorporated herein by reference. The information furnished pursuant to

TERMINATION OF A MATERIAL DEFINITIVE AGREEMENT As previously disclosed, on May 13, 2021, the Company entered into a first amended and restated credit agreement (the “Existing Credit Agreement”) by and among the Company, the guarantors party thereto, the financial institutions party thereto, as lenders, and Bank of America, N.A., as administrative agent, swing line lender and L/C issuer. The Existing Credit Agreement provided for a revolving credit facility in an aggregate principal amount of…

Chief Information Officer — Rob Franch: The CIO resigned effective immediately with no named successor, but the departure was amicable and unrelated to operational or financial disagreements.

RESULTS OF OPERATIONS AND FINANCIAL CONDITION . In the press release dated August 5, 2026 , Carriage Services, Inc. (the “Company”) announced and commented on its financial results for its quarter ended June 30, 2026. A copy of the press release issued by the Company is attached hereto as Exhibit 99.1 and incorporated by this reference. The Company’s press release dated August 5, 2026 , contains non-GAAP financial measures. Generally, a non-GAAP financial measure is a numerical measure of a c…

ENTRY INTO A MATERIAL DEFINITIVE AGREEMENT On May 6, 2026, Carriage Services, Inc. (the “ Company ”) entered into an Equity Distribution Agreement (the “Equity Distribution Agreement”) with Oppenheimer & Co. Inc. (“Oppenheimer & Co.”) and Raymond James & Associates, Inc. (“Raymond James” and together with Oppenheimer & Co., the “Sales Agents”), under which the Company may, from time to time, sell shares of the Company’s common stock, par value $0.01 per share, having an aggregate offering pri…

RESULTS OF OPERATIONS AND FINANCIAL CONDITION. In the press release dated May 6, 2026, the Company announced and commented on its financial results for its quarter ended March 31, 2026. A copy of the press release issued by the Company is attached hereto as Exhibit 99.1 and incorporated by this reference. The Company’s press release dated May 6, 2026, contains non-GAAP financial measures. Generally, a non-GAAP financial measure is a numerical measure of a company’s performance, financial posi…

RESULTS OF OPERATIONS AND FINANCIAL CONDITION . In the press release dated February 25, 2026 , Carriage Services, Inc. (the “Company”) announced and commented on its financial results for its quarter ended December 31, 2025. A copy of the press release issued by the Company is attached hereto as Exhibit 99.1 and incorporated by this reference. The Company’s press release dated February 25, 2026 , contains non-GAAP financial measures. Generally, a non-GAAP financial measure is a numerical meas…

President and Chief Operating Officer — Steven D. Metzger: Mr. Metzger was promoted to President and Chief Operating Officer within the company.

RESULTS OF OPERATIONS AND FINANCIAL CONDITION . In the press release dated November 5, 2025, Carriage Services, Inc. (the “Company”) announced and commented on its financial results for its quarter ended September 30, 2025. A copy of the press release issued by the Company is attached hereto as Exhibit 99.1 and incorporated by this reference. The Company’s press release dated November 5, 2025, contains non-GAAP financial measures. Generally, a non-GAAP financial measure is a numerical measure…

RESULTS OF OPERATIONS AND FINANCIAL CONDITION . In the press release dated August 6, 2025, Carriage Services, Inc. (the “Company”) announced and commented on its financial results for its quarter ended June 30, 2025. A copy of the press release issued by the Company is attached hereto as Exhibit 99.1 and incorporated by this reference. The Company’s press release dated August 6, 2025, contains non-GAAP financial measures. Generally, a non-GAAP financial measure is a numerical measure of a com…

RESULTS OF OPERATIONS AND FINANCIAL CONDITION . In the press release dated April 30, 2025, Carriage Services, Inc. (the “Company”) announced and commented on its financial results for its quarter ended March 31, 2025. A copy of the press release issued by the Company is attached hereto as Exhibit 99.1 and incorporated by this reference. The Company’s press release dated April 30, 2025, contains non-GAAP financial measures. Generally, a non-GAAP financial measure is a numerical measure of a co…

RESULTS OF OPERATIONS AND FINANCIAL CONDITION . In the press release dated February 26, 2025, Carriage Services, Inc. (the “Company”) announced and commented on its financial results for its quarter ended December 31, 2024. A copy of the press release issued by the Company is attached hereto as Exhibit 99.1 and incorporated by this reference. The Company’s press release dated February 26, 2025, contains non-GAAP financial measures. Generally, a non-GAAP financial measure is a numerical measur…

Senior Vice President, Chief Financial Officer and Treasurer (Principal Financial Officer) — John Enwright: John Enwright has been appointed as the new CFO and Treasurer of Carriage Services, Inc.

Class II Director — Edmondo Robinson: Dr. Edmondo Robinson was elected to the Board of Directors as a Class II Director.

RESULTS OF OPERATIONS AND FINANCIAL CONDITION . In the press release dated October 30, 2024, Carriage Services, Inc. (the “Company”) announced and commented on its financial results for its quarter ended September 30, 2024. A copy of the press release issued by the Company is attached hereto as Exhibit 99.1 and incorporated by this reference. The Company’s press release dated October 30, 2024, contains non-GAAP financial measures. Generally, a non-GAAP financial measure is a numerical measure…

RESULTS OF OPERATIONS AND FINANCIAL CONDITION. In the press release dated July 31, 2024, the Company announced and commented on its financial results for its fiscal quarter ended June 30, 2024. A copy of the press release issued by the Company is attached hereto as Exhibit 99.1 and incorporated by this reference. The Company’s press release dated July 31, 2024, contains non-GAAP financial measures. Generally, a non-GAAP financial measure is a numerical measure of a company’s performance, fina…

ENTRY INTO A MATERIAL DEFINITIVE AGREEMENT On July 31, 2024, Carriage Services, Inc. (the “ Company ”) entered into a fourth amendment (the “ Credit Agreement Amendment ”) to its first amended and restated credit agreement dated May 13, 2021 (as amended, the “ Amended Credit Agreement ”), with the financial institutions party thereto, as lenders, and Bank of America, N.A., as administrative agent. The Credit Agreement Amendment provides, among other things, for (i) the extension of the maturi…

CREATION OF A DIRECT FINANCIAL OBLIGATION OR AN OBLIGATION UNDER AN OFF-BALANCE SHEET ARRANGEMENT OF A REGISTRANT The disclosures above under

Executive Vice President, Chief Financial Officer and Treasurer (Principal Financial Officer) — L. Kian Granmayeh: Mr. Granmayeh resigned from his position as Chief Financial Officer, and the company has engaged an executive search firm to identify a permanent replacement.

RESULTS OF OPERATIONS AND FINANCIAL CONDITION . In the press release dated May 1, 2024, Carriage Services, Inc. (the “Company”) announced and commented on its financial results for its quarter ended March 31, 2024. A copy of the press release issued by the Company is attached hereto as Exhibit 99.1 and incorporated by this reference. The Company’s press release dated May 1, 2024, contains non-GAAP financial measures. Generally, a non-GAAP financial measure is a numerical measure of a company’…

Amendments to employment agreements for certain executives, extending terms and revising severance and restrictive covenant provisions.