NCR Voyix Corp (VYX) CEO James G. Kelly moves 113,753 shares into family gift trust
Rhea-AI Filing Summary
NCR Voyix Corp President & CEO James G. Kelly reported indirect, non-market gift transfers of company common stock. On August 11, 2026, Kelly’s spouse transferred 113,753 shares for no consideration to The Maura M. Kelly Family Gift Trust, for which he is trustee and whose beneficiaries are his immediate family. Following these transactions, indirect holdings include 219,383 shares in that family gift trust and 32,100 shares in the James G. Kelly Grantor Trust.
Positive
- None.
Negative
- None.
Insider Trade Summary
227,506 shares gifted
Gift
3 txns
Insider
KELLY JAMES G
Role
President & CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock F1 | 113,753 | $0.00 | $0.00 |
| Gift | Common Stock F1 | 113,753 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 0 shares (Indirect, By Spouse);
Common Stock — 219,383 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 August 11, 2026, Maura M. Kelly (spouse) transferred 113,753 shares of NCR Voyix Corporation common stock for no consideration to The Maura M. Kelly Family Gift Trust for which the reporting person is the trustee. Members of the reporting person's immediate family are the sole beneficiaries of the trust.
Key Figures
Gifted shares: 113,753 shares
Gift shares total: 227,506 shares
Family Gift Trust holdings: 219,383 shares
+1 more
4 metrics
Gifted shares
113,753 shares
Bona fide gift from spouse to The Maura M. Kelly Family Gift Trust on August 11, 2026
Gift shares total
227,506 shares
Aggregate giftShares reported in transaction summary
Family Gift Trust holdings
219,383 shares
Indirect ownership by The Maura M. Kelly Family Gift Trust following transaction
Grantor Trust holdings
32,100 shares
Indirect ownership by James G. Kelly Grantor Trust as reported
Key Terms
bona fide gift, indirect, grantor trust, immediate family
4 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.
indirect financial
"ownership_type: indirect, ownership_code: I"
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.
immediate family financial
"Members of the reporting person's immediate family are the sole beneficiaries"
FAQ
What insider stock transfers did NCR Voyix Corp (VYX) report for James G. Kelly?
NCR Voyix Corp reported that 113,753 shares of common stock were transferred on August 11, 2026 as a bona fide gift from James G. Kelly’s spouse to The Maura M. Kelly Family Gift Trust, with no consideration paid.
Was the NCR Voyix (VYX) James G. Kelly transaction a market sale or purchase?
The filing describes the movements as a bona fide gift, not a market sale or purchase. Shares were transferred for no consideration from Kelly’s spouse to a family gift trust, representing an internal family estate-planning transfer.
What are James G. Kelly’s indirect holdings in NCR Voyix (VYX) after the reported transactions?
After the reported transactions, indirect holdings include 219,383 shares of common stock held by The Maura M. Kelly Family Gift Trust and 32,100 shares held by the James G. Kelly Grantor Trust, according to the Form 4 disclosure.
AI-generated analysis. How Rhea-AI works. Not financial advice.
