Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | NVEE | Common Stock | Award | $0 | +50K | +2.49% | $0.00 | 2.06M | Mar 10, 2025 | Wright Family Trust dated December 12, 1990 | F1, F9, F10 |
holding | NVEE | Common Stock | 593K | Mar 10, 2025 | The Lauren Wright GST Exempt Trust C/U Dickerson Wright 2010 GRAT | F1, F2 | |||||
holding | NVEE | Common Stock | 819K | Mar 10, 2025 | The Lauren Wright GST Exempt Trust C/U Katherine Wright 2010 GRAT | F1, F3 | |||||
holding | NVEE | Common Stock | 417K | Mar 10, 2025 | The Lauren Wright GST Non-Exempt Trust C/U Katherine Wright 2010 GRAT | F1, F4 | |||||
holding | NVEE | Common Stock | 593K | Mar 10, 2025 | The Stephanie Wright GST Exempt Trust C/U Dickerson Wright 2010 GRAT | F1, F5 | |||||
holding | NVEE | Common Stock | 643K | Mar 10, 2025 | The Stephanie Wright GST Non-Exempt Trust C/U Dickerson Wright 2010 GRAT | F1, F6 | |||||
holding | NVEE | Common Stock | 819K | Mar 10, 2025 | The Stephanie Wright GST Exempt Trust C/U Katherine Wright 2010 GRAT | F1, F7 | |||||
holding | NVEE | Common Stock | 417K | Mar 10, 2025 | The Stephanie Wright GST Non-Exempt Trust C/U Katherine Wright 2010 GRAT | F1, F8 | |||||
holding | NVEE | Common Stock | 643K | Mar 10, 2025 | The Lauren Wright GST Non-ExemptTrust C/U Dickerson Wright 2010 GRAT | F1, F3 |
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 | Restricted Stock Award, which is forfeitable until vested. Vesting three years from grant date of March 10, 2025. |
F10 | Shares granted in connection with the NV5 Global Inc. 2023 Equity Incentive Plan. |