Dickerson Wright - Mar 3, 2025 Form 4 Insider Report for NV5 Global, Inc. (NVEE)

Role
Executive Chairman, Director, 10%+ Owner
Signature
/s/ MaryJo OBrien, as attorney in fact
Stock symbol
NVEE
Transactions as of
Mar 3, 2025
Transactions value $
-$263,215
Form type
4
Date filed
3/6/2025, 08:43 PM
Previous filing
Aug 8, 2024
Next filing
Mar 12, 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction NVEE Common Stock Tax liability -$263K -15.1K -0.75% $17.39 2.01M Mar 3, 2025 Wright Family Trust dated December 12, 1990 F1, F9, F10
holding NVEE Common Stock 593K Mar 3, 2025 The Lauren Wright GST Exempt Trust C/U Dickerson Wright 2010 GRAT F1, F2, F10
holding NVEE Common Stock 643K Mar 3, 2025 The Lauren Wright GST Non-ExemptTrust C/U Dickerson Wright 2010 GRAT F1, F3, F10
holding NVEE Common Stock 819K Mar 3, 2025 The Lauren Wright GST Exempt Trust C/U Katherine Wright 2010 GRAT F1, F3, F10
holding NVEE Common Stock 417K Mar 3, 2025 The Lauren Wright GST Non-Exempt Trust C/U Katherine Wright 2010 GRAT F1, F4, F10
holding NVEE Common Stock 593K Mar 3, 2025 The Stephanie Wright GST Exempt Trust C/U Dickerson Wright 2010 GRAT F1, F5, F10
holding NVEE Common Stock 643K Mar 3, 2025 The Stephanie Wright GST Non-Exempt Trust C/U Dickerson Wright 2010 GRAT F1, F6, F10
holding NVEE Common Stock 819K Mar 3, 2025 The Stephanie Wright GST Exempt Trust C/U Katherine Wright 2010 GRAT F1, F7, F10
holding NVEE Common Stock 417K Mar 3, 2025 The Stephanie Wright GST Non-Exempt Trust C/U Katherine Wright 2010 GRAT F1, F8, F10
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Dickerson Wright and his wife, Katherine Wright, are trustees. Mr. Wright disclaims beneficial ownership of these securities except to the extent of this pecuniary interest therein.
F2 On August 7, 2024, 309,132 shares beneficially owned by The Lauren Wright Trust UAD the Dickerson Wright 2010 GRAT dated June 28, 2010, were broken down into two trusts for generation skipping tax planning purposes, out of which 148,334 was transferred to The Lauren Wright GST Exempt Trust C/U Dickerson Wright 2010 GRAT.
F3 On August 7, 2024, 309,132 shares beneficially owned by The Lauren Wright Trust UAD the Katherine Wright 2010 GRAT dated June 28, 2010, were broken down into two trusts for generation skipping tax planning purposes, out of which 204,840 was transferred to The Lauren Wright GST Exempt Trust C/U Katherine Wright 2010 GRAT.
F4 On August 7, 2024, 309,132 shares beneficially owned by The Lauren Wright Trust UAD the Katherine Wright 2010 GRAT dated June 28, 2010, were broken down into two trusts for generation skipping tax planning purposes, out of which 104,292 was transferred to The Lauren Wright GST Non-Exempt Trust C/U Katherine Wright 2010 GRAT.
F5 On August 7, 2024, 309,132 shares beneficially owned by The Stephanie Wright Trust UAD the Dickerson Wright 2010 GRAT dated June 28, 2010, were broken down into two trusts for generation skipping tax planning purposes, out of which 148,334 was transferred to The Stephanie Wright GST Exempt Trust C/U Dickerson Wright 2010 GRAT.
F6 On August 7, 2024, 309,132 shares beneficially owned by The Stephanie Wright Trust UAD the Dickerson Wright 2010 GRAT dated June 28, 2010, were broken down into two trusts for generation skipping tax planning purposes, out of which 160,798 was transferred to The Stephanie Wright GST Non-Exempt Trust C/U Dickerson Wright 2010 GRAT.
F7 On August 7, 2024, 309,132 shares beneficially owned by The Stephanie Wright Trust UAD the Katherine Wright 2010 GRAT dated June 28, 2010, were broken down into two trusts for generation skipping tax planning purposes, out of which 204,840 was transferred to The Stephanie Wright GST Exempt Trust C/U Katherine Wright 2010 GRAT.
F8 On August 7, 2024, 309,132 shares beneficially owned by The Stephanie Wright Trust UAD the Katherine Wright 2010 GRAT dated June 28, 2010, were broken down into two trusts for generation skipping tax planning purposes, out of which 104,292 was transferred to The Stephanie Wright GST Non-Exempt Trust C/U Katherine Wright 2010 GRAT.
F9 Represents shares withheld by and surrendered to the issuer to satisfy tax withholding and remittance obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award from March 3,2022 which vested on March 3,2025, and does not constitute a sale.
F10 NV5 Global, Inc.'s, Board of Directors authorized a 4-for-1 stock split of its common stock, effective on a split-adjusted basis on October 11, 2024. The securities beneficially owned following this reported transaction accounts for this 4-for-1 stock split.