Form 4: NCR Voyix CEO Gifts Shares to Family Trust

NCR Voyix President and CEO, James G. Kelly, transferred 36,127 shares of common stock to a family gift trust for no consideration.

Summary

• James G. Kelly, President & CEO and Director of NCR Voyix Corp, reported a change in beneficial ownership.
• On August 21, 2025, Kelly transferred 36,127 shares of NCR Voyix common stock.
• The shares were transferred to The Maura M. Kelly Family Gift Trust.
• The transfer was a gift, with no consideration ($0 price).
• Kelly serves as the trustee of the recipient trust, and his immediate family are the sole beneficiaries.
• The transaction was made pursuant to a Rule 10b5-1(c) plan, indicating a pre-arranged plan for the purchase or sale of equity securities.
• Following the transaction, Kelly directly owns 0 shares, and indirectly owns 105,630 shares through The Maura M. Kelly Family Gift Trust and 32,100 shares through James G Kelly Grantor Trust.

Sentiment

Score: 5

Explanation: Neutral. This is a routine insider gift transaction for personal financial planning purposes, with no direct positive or negative implications for the company's operational performance or financial health.

Positives

• The transaction represents a standard personal financial planning move by the CEO, which is a neutral event for the company's operations.

Negatives

• No direct negative implications for the company's operational performance or financial health are indicated by this transaction.

Future Outlook

No forward-looking statements or guidance regarding the company's future performance or strategy are provided in this filing.

Management Comments

• The reporting person transferred 36,127 shares of NCR Voyix Corporation common stock to The Maura M. Kelly Family Gift Trust for no consideration, with the reporting person as trustee and immediate family members as sole beneficiaries.

Industry Context

This Form 4 filing reports a routine insider gift transaction, which is a personal financial planning event for the CEO and does not reflect on broader industry trends or competitive landscape.

Related Party Transactions

• Transfer of 36,127 shares from James G. Kelly to The Maura M. Kelly Family Gift Trust, where Kelly is the trustee and his immediate family are the sole beneficiaries.

Stakeholder Impact

• Shareholders: Minimal direct impact as the transaction is a gift and not a sale into the open market. It represents a shift in beneficial ownership from direct to indirect (via a family trust) for the CEO.
• Employees, Customers, Suppliers, Creditors: No discernible direct impact from this personal financial transaction.

Key Dates

Recommendation

This Form 4 reports a routine insider gift transaction by the CEO to a family trust for personal financial planning. It does not reflect on the company's operational performance, financial health, or future prospects, and therefore does not warrant a change in investment recommendation.

Keywords

NCR Voyix, VYX, James G. Kelly, Form 4, Insider Transaction, Stock Transfer, Family Trust, Beneficial Ownership, CEO, Director, Gift