SEC Form 4 · accession 0001209191-15-086816
IDT CORP · IDT
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Howard S Jonas
Officer — Chairman of the Board · Director · 10% Owner
Period of report
Sep 2, 2015
Accepted (ET)
Dec 23, 2015 · 3:20 pm EST
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0001005731
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Class B Common StockF1 | Sep 2, 2015 | J | 251,938 | $15.17 | D | 629,808 | I | By Howard S. Jonas 2014 Annuity Trust |
| Class B Common StockF1,F2 | Sep 2, 2015 | J | 251,938 | $15.17 | A | 294,772 | D | |
| Class B Common Stock | Dec 23, 2015 | G | 11,895 | $0.00 | D | 282,877 | D | |
| Class B Common StockF3 | holding | — | — | — | 2,867 | I | By 401(k) Plan | |
| Class B Common StockF4 | holding | — | — | — | 329,420 | I | By Trust FBO Joseph Jonas | |
| Class B Common StockF4 | holding | — | — | — | 329,420 | I | By Trust FBO Tamar Jonas | |
| Class B Common StockF4 | holding | — | — | — | 329,420 | I | By Trust FBO Rachel Jonas | |
| Class B Common StockF4 | holding | — | — | — | 329,420 | I | By Trust FBO Leora Jonas | |
| Class B Common StockF4 | holding | — | — | — | 329,420 | I | By Trust FBO David Jonas | |
| Class B Common StockF4 | holding | — | — | — | 329,420 | I | By Trust FBO Michael Jonas | |
| Class B Common StockF4 | holding | — | — | — | 329,420 | I | By Trust FBO Samuel Jonas | |
| Class B Common StockF4 | holding | — | — | — | 329,420 | I | By Trust FBO Jonathan Jonas | |
| Class B Common StockF4 | holding | — | — | — | 329,420 | I | By Trust FBO Miriam Jonas | |
| Class B Common Stock | holding | — | — | — | 1,556 | I | Custodial for Son (Joseph) | |
| Class B Common Stock | holding | — | — | — | 1,556 | I | Custodial for Daughter (Rachel) | |
| Class B Common Stock | holding | — | — | — | 1,556 | I | Custodial for Daughter (Tamar) | |
| Class B Common Stock | holding | — | — | — | 1,556 | I | Custodial for Daughter (Miriam) | |
| Class B Common Stock | holding | — | — | — | 1,556 | I | Custodial for Son (Jonathan) | |
| Class A Common Stock | holding | — | — | — | 1,574,326 | D |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1The Howard S. Jonas 2014 Annuity Trust transferred these shares of Class B Common Stock to the Reporting Person as the annual trust distribution.
- F2Includes 21,107 shares of Restricted Stock, all of which vest on January 5, 2016.
- F3As of November 30, 2015.
- F4These shares are held in trust for the benefit of the Reporting Person's children. The Reporting Person's spouse is the trustee of the trust. Mr. Jonas does not exercise or share investment control of these shares.