SEC Form 4 · accession 0001209191-18-051038
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
Jul 10, 2018
Accepted (ET)
Sep 14, 2018 · 3:39 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 A Common Stock | Jul 10, 2018 | J | 1,574,326 | $0.00 | D | 0 | D | |
| Class A Common Stock | Jul 10, 2018 | J | 1,574,326 | $0.00 | A | 1,574,326 | I | By Howard S. Jonas 2017 Annuity Trust |
| Class B Common StockF2 | Jul 10, 2018 | J | 1,659,722 | $0.00 | D | 88,630 | D | |
| Class B Common Stock | Jul 10, 2018 | J | 1,659,722 | $0.00 | A | 1,931,259 | I | By Howard S. Jonas 2017 Annuity Trust |
| Class B Common StockF2 | Jul 10, 2018 | G | 64,380 | $0.00 | D | 24,250 | D | |
| Class B Common Stock | Aug 23, 2018 | J | 451,112 | $0.00 | D | 0 | I | By Howard S. Jonas 2014 Annuity Trust |
| Class B Common Stock | Aug 23, 2018 | J | 451,112 | $0.00 | A | 2,382,371 | I | By Howard S. Jonas 2017 Annuity Trust |
| Class B Common StockF4 | holding | — | — | — | 182,116 | I | By Trust FBO Michael Jonas | |
| Class B Common StockF4 | holding | — | — | — | 346,880 | I | By Trust FBO Joseph Jonas | |
| Class B Common StockF4 | holding | — | — | — | 345,806 | I | By Trust FBO Tamar Jonas | |
| Class B Common StockF4 | holding | — | — | — | 346,550 | I | By Trust FBO Rachel Jonas | |
| Class B Common StockF4 | holding | — | — | — | 347,819 | I | By Trust FBO Leora Jonas | |
| Class B Common StockF4 | holding | — | — | — | 343,642 | I | By Trust FBO David Jonas | |
| Class B Common StockF4 | holding | — | — | — | 347,065 | I | By Trust FBO Samuel Jonas | |
| Class B Common StockF4 | holding | — | — | — | 346,114 | I | By Trust FBO Jonathan Jonas | |
| Class B Common StockF4 | holding | — | — | — | 359,402 | 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 B Common Stock | holding | — | — | — | 197,641 | I | By The Jonas Foundation | |
| Class B Common StockF5 | holding | — | — | — | 3,972 | I | By 401(k) Plan |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1The Reporting Person transferred these shares from his own direct holdings to the Howard S. Jonas 2017 Annuity Trust.
- F2Includes 23,208 shares of Restricted Stock, which vest on January 5, 2019.
- F3The Reporting Person transferred these shares from the Howard S. Jonas 2014 Annuity Trust to the Howard S. Jonas 2017 Annuity Trust.
- 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 disclaims beneficial ownership of these shares and does not exercise or share voting or dispositive power or investment control of these shares.
- F5As of July 31, 2018.