Form 4: NV5 Global Executive Chairman Dickerson Wright Reports Transfer of Shares to Multiple Trusts

Sentiment:

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

DateDescription
06/28/2010Date of the Dickerson Wright 2010 GRAT and Katherine Wright 2010 GRAT
12/12/1990Date of the Wright Family Trust
08/07/2024Date of the share transfers to various trusts
08/08/2024Date the Form 4 was filed

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