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VYX Insider James G. Kelly Transfers 36,127 Shares to Family Gift Trust

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

The reporting person, James G. Kelly, filed a Form 4 disclosing transactions in NCR Voyix Corporation (VYX) common stock on 08/21/2025. Mr. Kelly, who is President & CEO and a director, transferred 36,127 shares to The Maura M. Kelly Family Gift Trust for no consideration; he is trustee and immediate family are sole beneficiaries. The Form shows a simultaneous reporting entry where 36,127 shares are disposed (direct) and the same amount is acquired (indirect) by the family gift trust. After the transaction the filing reports 105,630 shares beneficially owned, including 32,100 shares held indirectly by the James G Kelly Grantor Trust.

Positive

  • Transfer preserves family economic interest by moving shares into a family trust while maintaining beneficial ownership.
  • Clear disclosure of trustee role and beneficiaries provides transparency under Section 16 reporting rules.

Negative

  • Direct ownership reduced by 36,127 shares through the transfer, which changes the reported direct holdings.
  • No consideration received for the transferred shares, indicating a gift rather than a sale (may have tax/estate consequences not detailed here).

Insights

TL;DR: Insider transferred shares to a family trust while retaining indirect beneficial ownership; appears to be estate or family planning, not a sale.

The Form 4 discloses a transfer of 36,127 common shares from James G. Kelly to The Maura M. Kelly Family Gift Trust for no consideration, and Mr. Kelly is identified as trustee with immediate family as beneficiaries. This is a non-sales transfer that preserves family economic exposure while shifting direct title. Such transfers are commonly used for estate planning or intra-family wealth transfers and do not change aggregate reported beneficial ownership, which remains at 105,630 shares. The filing contains clear identification of ownership form and the trustee relationship; there are no derivative transactions reported.

TL;DR: Transaction is reported correctly as a non‑cash transfer; disclosure suggests routine insider reporting and compliance with Section 16.

The Form 4 shows both a disposition (code G(1)) and an acquisition (code G(1) with V) of 36,127 shares on 08/21/2025, consistent with transferring shares to a trust for which the reporting person is trustee. The signature block indicates the form was signed by an attorney-in-fact on 08/22/2025. There are no options, warrants, or other derivative instruments reported. All details necessary to understand the change in direct versus indirect holdings are present in the filing text.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
KELLY JAMES G

(Last) (First) (Middle)
C/O NCR VOYIX CORPORATION
864 SPRING ST NW

(Street)
ATLANTA GA 30308

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
NCR Voyix Corp [ VYX ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
X Officer (give title below) Other (specify below)
President & CEO
3. Date of Earliest Transaction (Month/Day/Year)
08/21/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 08/21/2025 G(1) 36,127 D $0 0 D
Common Stock 08/21/2025 G(1) V 36,127 A $0 105,630 I By The Maura M. Kelly Family Gift Trust
Common Stock 32,100 I By James G Kelly Grantor Trust
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. On August 21, 2025, the reporting person transferred 36,127 shares of NCR Voyix Corporation ("NCR Voyix") common stock to The Maura M. Kelly Family Gift Trust for no consideration. The reporting person is trustee of the trust and members of the reporting person's immediate family are the sole beneficiaries of the trust.
Remarks:
/s/ Kelli Sterrett, Attorney-in-Fact for James G. Kelly 08/22/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What transaction did James G. Kelly report on Form 4 for VYX?

The filing reports a transfer of 36,127 shares of NCR Voyix (VYX) common stock on 08/21/2025 to The Maura M. Kelly Family Gift Trust for no consideration.

Does James G. Kelly still have beneficial ownership after the transfer?

Yes. The Form 4 reports 105,630 shares beneficially owned following the transaction, with indirect holdings including 32,100 shares

What is the reporting person's relationship to NCR Voyix?

The filing identifies James G. Kelly as both President & CEO and a director of NCR Voyix Corporation.

Was the transfer a sale or a gift?

The Form 4 states the shares were transferred to the family gift trust for no consideration, indicating a gift transfer rather than a sale.

Are there any derivative securities reported in this Form 4?

No. Table II for derivative securities contains no reported transactions; only non‑derivative common stock transfers are disclosed.
NCR Voyix Corp

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