SEC Form 4 · accession 0001209191-17-046154
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
Jun 14, 2017
Accepted (ET)
Jul 25, 2017 · 2:33 pm EDT
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 StockF2 | Jun 14, 2017 | J | 92,359 | $0.00 | D | 1,866,393 | D | |
| Class B Common StockF3 | Jun 14, 2017 | J | 13,617 | $0.00 | A | 182,116 | I | By Trust FBO Michael Jonas |
| Class B Common StockF3 | Jun 14, 2017 | J | 7,622 | $0.00 | A | 346,880 | I | By Trust FBO Joseph Jonas |
| Class B Common StockF3 | Jun 14, 2017 | J | 6,501 | $0.00 | A | 345,806 | I | By Trust FBO Tamar Jonas |
| Class B Common StockF3 | Jun 14, 2017 | J | 7,330 | $0.00 | A | 346,550 | I | By Trust FBO Rachel Jonas |
| Class B Common StockF3 | Jun 14, 2017 | J | 8,392 | $0.00 | A | 347,819 | I | By Trust FBO Leora Jonas |
| Class B Common StockF3 | Jun 14, 2017 | J | 15,055 | $0.00 | A | 343,642 | I | By Trust FBO David Jonas |
| Class B Common StockF3 | Jun 14, 2017 | J | 7,617 | $0.00 | A | 347,065 | I | By Trust FBO Samuel Jonas |
| Class B Common StockF3 | Jun 14, 2017 | J | 6,450 | $0.00 | A | 346,114 | I | By Trust FBO Jonathan Jonas |
| Class B Common StockF3 | Jun 14, 2017 | J | 19,775 | $0.00 | A | 359,402 | I | By Trust FBO Miriam Jonas |
| Class B Common StockF2 | Jul 13, 2017 | J | 1,736,276 | $0.00 | D | 130,117 | D | |
| Class B Common Stock | Jul 13, 2017 | J | 1,736,276 | $0.00 | A | 1,736,276 | I | By Howard S. Jonas 2017 Annuity Trust |
| 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 B Common Stock | holding | — | — | — | 197,641 | I | By The Jonas Foundation | |
| Class B Common Stock | holding | — | — | — | 629,808 | I | By Howard S. Jonas 2014 Annuity Trust | |
| Class B Common StockF5 | holding | — | — | — | 3,553 | I | By 401(k) Plan | |
| Class A Common Stock | holding | — | — | — | 1,574,326 | D |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1Reporting Person transferred these shares from his own direct holdings to his children's individual trusts.
- F2Includes 46,416 shares of Restricted Stock, which vest as follows: 23,208 shares on each of January 5, 2018 and January 5, 2019.
- F3These 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 disclaims beneficial ownership of these shares and does not exercise or share investment control of these shares.
- F4Reporting Person transferred these shares from his own direct holdings to the Howard S. Jonas 2017 Annuity Trust.
- F5As of June 30, 2017.