EMCOR CEO gifts 3,000 shares to family trust
EMCOR Group Chairman, President and CEO Anthony Guzzi reported a bona fide gift of 3,000 shares of common stock.
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Form Type
4
Rhea-AI Filing Summary
EMCOR Group Chairman, President and CEO Anthony Guzzi reported a bona fide gift of 3,000 shares of common stock. This was a non-market transfer, recorded at $0.00 per share, classified as a gift disposition rather than an open-market sale.
After this transaction, Guzzi directly holds 167,312 shares of EMCOR Group common stock. A separate line shows 5,790 shares held indirectly by the Guzzi Family Irrevocable Trust for his children, and he disclaims beneficial ownership of those trust-held securities.
Insider Trade Summary
3,000 shares gifted
Gift
2 txns
Insider
Guzzi Anthony
Role
Chairman, President and CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 3,000 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 167,312 shares (Direct);
Common Stock — 5,790 shares (Indirect, By the Guzzi Family Irrevocable Trust)
Footnotes (2)
- F1. Includes shares issuable in respect of restricted stock units.
- F2. These securities were transferred by the reporting person as a gift to the Guzzi Family Irrevocable Trust (the "Trust") for the benefit of the reporting person's children. The reporting person's spouse is trustee of the Trust. Such transfer was reported on a previously filed Form 4. The reporting person disclaims beneficial ownership of such securities.
Key Figures
Shares gifted: 3,000 shares
Direct holdings after transaction: 167,312 shares
Indirect trust holdings: 5,790 shares
+1 more
4 metrics
Shares gifted
3,000 shares
Bona fide gift of common stock at $0.00 per share
Direct holdings after transaction
167,312 shares
Common stock directly held by Anthony Guzzi after gift
Indirect trust holdings
5,790 shares
Common stock held by Guzzi Family Irrevocable Trust
Gift transactions
1 transaction, 3,000 shares
TransactionSummary giftCount and giftShares
Key Terms
restricted stock units, bona fide gift, irrevocable trust, beneficial ownership
4 terms
restricted stock units financial
"Includes shares issuable in respect of restricted stock units."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
bona fide gift financial
"transaction_code_description": "Bona fide gift""
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
irrevocable trust financial
"the Guzzi Family Irrevocable Trust (the "Trust") for the benefit"
An irrevocable trust is a legal arrangement where an owner transfers assets into a separate entity managed by a trustee and gives up the power to modify or reclaim those assets. For investors it matters because putting stock or other holdings into such a trust can change who controls and benefits from the assets, affect taxes and creditor protection, and influence how easy it is to sell or value those holdings—like placing valuables in a locked safe overseen by someone else.
beneficial ownership financial
"The reporting person disclaims beneficial ownership of such securities."
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did EMCOR Group (EME) report for Anthony Guzzi?
EMCOR Group reported that Chairman, President and CEO Anthony Guzzi made a bona fide gift of 3,000 shares of common stock. The transaction was recorded at $0.00 per share, reflecting a non-market, no-consideration transfer rather than an open-market trade.
Was the EMCOR Group (EME) Form 4 transaction a sale or a gift?
The filing classifies the transaction as a bona fide gift using transaction code G, not a sale. The 3,000 shares were transferred at $0.00 per share, indicating no market consideration and no open-market selling activity in this disclosure.
What is the Guzzi Family Irrevocable Trust mentioned in EMCOR (EME)'s filing?
The Guzzi Family Irrevocable Trust is identified as holding 5,790 EMCOR shares for the benefit of Anthony Guzzi’s children. His spouse serves as trustee, and the filing notes Guzzi disclaims beneficial ownership of the securities held by this trust.
Does the EMCOR Group (EME) Form 4 indicate remaining derivative positions for Anthony Guzzi?
The data provided show an empty derivativeSummary, indicating no derivative positions such as options or warrants are listed in this particular filing. The focus here is solely on common stock holdings and the reported 3,000-share gift transaction.
AI-generated analysis. How Rhea-AI works. Not financial advice.
