Form 4: NV5 Global Executive Chairman Dickerson Wright Reports Transfer of Shares to Multiple Trusts
SEC Form 4 Filing
Dickerson Wright, Executive Chairman of NV5 Global, reported the transfer of shares to several trusts for generation skipping tax planning purposes on August 7, 2024.
Summary
- On August 8, 2024, Dickerson Wright, Executive Chairman of NV5 Global, filed a Form 4 with the SEC.
- The filing reports transactions that occurred on August 7, 2024.
- The transactions involve the transfer of NV5 Global common stock to various trusts for generation skipping tax planning purposes.
- The shares were transferred at a price of $0.
- The trusts involved include The Lauren Wright GST Exempt Trust, The Lauren Wright GST Non-Exempt Trust, The Stephanie Wright GST Exempt Trust, and The Stephanie Wright GST Non-Exempt Trust.
- Dickerson Wright and his wife, Katherine Wright, are trustees of these trusts.
- Mr. Wright disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.
Sentiment
Score: 5
Explanation: The document is a neutral regulatory filing. It doesn't contain information that would significantly impact investor sentiment positively or negatively.
Industry Context
This filing is a routine disclosure of insider transactions and doesn't necessarily indicate a change in the company's financial health or strategic direction. It reflects personal financial planning by the executive chairman.
Key Dates
| Date | Description |
|---|---|
| 06/28/2010 | Date of the Dickerson Wright 2010 GRAT and Katherine Wright 2010 GRAT |
| 12/12/1990 | Date of the Wright Family Trust |
| 08/07/2024 | Date of the share transfers to various trusts |
| 08/08/2024 | Date the Form 4 was filed |
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