NCR Voyix CEO gifts 113,753 shares to spouse
NCR Voyix Corp President & CEO James G. Kelly reported a bona fide gift of 113,753 shares of common stock to his spouse for no consideration.
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Form Type
4
Rhea-AI Filing Summary
NCR Voyix Corp President & CEO James G. Kelly reported a bona fide gift of 113,753 shares of common stock to his spouse for no consideration. The Form 4 shows this transfer on May 12, 2026, moving 113,753 shares from his direct ownership to indirect ownership held "By Spouse."
Separately, Kelly reports indirect holdings of common stock through two family trusts, with 32,100 shares held by the James G Kelly Grantor Trust and 105,630 shares held by The Maura M. Kelly Family Gift Trust as of the same date.
Insider Trade Summary
227,506 shares gifted
Gift
4 txns
Insider
KELLY JAMES G
Role
President & CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 113,753 | $0.00 | $0.00 |
| Gift | Common Stock | 113,753 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 0 shares (Direct);
Common Stock — 113,753 shares (Indirect, By Spouse);
Common Stock — 105,630 shares (Indirect, By The Maura M. Kelly Family Gift Trust);
Common Stock — 32,100 shares (Indirect, By James G Kelly Grantor Trust)
Footnotes (1)
- F1. On May 12, 2026, the reporting person transferred 113,753 shares of NCR Voyix Corporation ("NCR Voyix") common stock to Maura M. Kelly (spouse) for no consideration.
Key Figures
Gifted shares: 113,753 shares
Gift price per share: $0.0000 per share
Spouse indirect holding: 113,753 shares
+2 more
5 metrics
Gifted shares
113,753 shares
Bona fide gift of common stock to spouse on May 12, 2026
Gift price per share
$0.0000 per share
Reported transfer price for 113,753 gifted shares
Spouse indirect holding
113,753 shares
Common stock indirectly held "By Spouse" after gift
Grantor trust holding
32,100 shares
Common stock held by James G Kelly Grantor Trust as of May 12, 2026
Family gift trust holding
105,630 shares
Common stock held by The Maura M. Kelly Family Gift Trust as of May 12, 2026
Key Terms
bona fide gift, grantor trust, Form 4, indirect ownership, +1 more
5 terms
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.
grantor trust financial
"nature_of_ownership": "By James G Kelly Grantor Trust""
A grantor trust is a legal arrangement where the person who puts assets into the trust keeps enough control or rights that, for tax and legal purposes, those assets are treated as still belonging to that person. For investors, that matters because income, gains and losses generated by the trust typically flow through to the grantor (or directly to investors) for tax reporting and distributions, affecting after-tax returns and cash flow predictability — think of it like a mailbox that forwards all the mail back to the sender rather than holding it inside.
Form 4 regulatory
"INSIDER FILING DATA (Form 4):"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
indirect ownership financial
""ownership_type": "indirect""
transaction code G financial
""transaction_code": "G""
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did NCR Voyix (VYX) CEO James G Kelly report?
James G Kelly reported a bona fide gift of 113,753 NCR Voyix common shares to his spouse for no consideration, shifting those shares from his direct ownership into indirect ownership held "By Spouse" as of May 12, 2026.
Was James G Kelly’s NCR Voyix (VYX) transaction a market sale or purchase?
The transaction was not a market sale or purchase; it was a bona fide gift. The Form 4 lists transaction code G, indicating a gift transfer of 113,753 common shares to Kelly’s spouse for no consideration, with no reported sale proceeds.
What other indirect NCR Voyix (VYX) holdings does James G Kelly report?
Kelly reports two additional indirect positions: 32,100 shares held by the James G Kelly Grantor Trust and 105,630 shares held by The Maura M. Kelly Family Gift Trust. These trust holdings are separate from the 113,753 shares indirectly held by his spouse.
Does the NCR Voyix (VYX) Form 4 show any option exercises or cash proceeds?
The Form 4 does not show option exercises or cash proceeds. It reports a bona fide gift of 113,753 common shares at a price of $0.0000 per share, consistent with a no‑consideration transfer to the reporting person’s spouse.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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