organization · Reporting owner
Kaufman 2012 Descendants Trust, David N. Smith, Trustee
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGILYSYS INCAGYS · Entity 897 | Affiliate of Director | January 22, 2025 | January 24, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AGILYSYS INC
Report date January 22, 2025 · Filed January 24, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 225,384 |
Last balance in matching sequence
After 2025-01-24 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2025-01-22 · Sale · Disposed 7,500 · Balance 240,576 F1: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 Transaction Plan dated September 10, 2024 between the Kaufman Descendants Trust (the "Trust") and Fidelity Brokerage Services LLC. The beneficiaries of the Trust are dependents of Michael Kaufman, who is a director of the Issuer. Michael Kaufman does not have trading authority over the Trust and disclaims beneficial ownership of the shares held by the Trust. The Rule 10b5-1 Trading Plan was completed on January 24, 2025 and there will be no further sales of shares under the Rule 10b5-1 Trading Plan. F2: In addition, Michael Kaufman (a) directly beneficially owns 9,580 shares of common stock of the issuer and (b) may be deemed to indirectly beneficially own 1,192,730 shares of common stock of the issuer held by MAK Capital Fund LP ("MAK Fund") by virtue of being the managing director of MAK Capital One LLC which is the investment manager of MAK Fund. Mr. Kaufman has disclaimed such beneficial ownership, except to the extent of its pecuniary interest therein. Row 2 · 2025-01-23 · Sale · Disposed 7,500 · Balance 233,076 F1: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 Transaction Plan dated September 10, 2024 between the Kaufman Descendants Trust (the "Trust") and Fidelity Brokerage Services LLC. The beneficiaries of the Trust are dependents of Michael Kaufman, who is a director of the Issuer. Michael Kaufman does not have trading authority over the Trust and disclaims beneficial ownership of the shares held by the Trust. The Rule 10b5-1 Trading Plan was completed on January 24, 2025 and there will be no further sales of shares under the Rule 10b5-1 Trading Plan. F2: In addition, Michael Kaufman (a) directly beneficially owns 9,580 shares of common stock of the issuer and (b) may be deemed to indirectly beneficially own 1,192,730 shares of common stock of the issuer held by MAK Capital Fund LP ("MAK Fund") by virtue of being the managing director of MAK Capital One LLC which is the investment manager of MAK Fund. Mr. Kaufman has disclaimed such beneficial ownership, except to the extent of its pecuniary interest therein. Row 3 · 2025-01-24 · Sale · Disposed 7,692 · Balance 225,384 F1: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 Transaction Plan dated September 10, 2024 between the Kaufman Descendants Trust (the "Trust") and Fidelity Brokerage Services LLC. The beneficiaries of the Trust are dependents of Michael Kaufman, who is a director of the Issuer. Michael Kaufman does not have trading authority over the Trust and disclaims beneficial ownership of the shares held by the Trust. The Rule 10b5-1 Trading Plan was completed on January 24, 2025 and there will be no further sales of shares under the Rule 10b5-1 Trading Plan. F2: In addition, Michael Kaufman (a) directly beneficially owns 9,580 shares of common stock of the issuer and (b) may be deemed to indirectly beneficially own 1,192,730 shares of common stock of the issuer held by MAK Capital Fund LP ("MAK Fund") by virtue of being the managing director of MAK Capital One LLC which is the investment manager of MAK Fund. Mr. Kaufman has disclaimed such beneficial ownership, except to the extent of its pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 Transaction Plan dated September 10, 2024 between the Kaufman Descendants Trust (the "Trust") and Fidelity Brokerage Services LLC. The beneficiaries of the Trust are dependents of Michael Kaufman, who is a director of the Issuer. Michael Kaufman does not have trading authority over the Trust and disclaims beneficial ownership of the shares held by the Trust. The Rule 10b5-1 Trading Plan was completed on January 24, 2025 and there will be no further sales of shares under the Rule 10b5-1 Trading Plan.
F2: In addition, Michael Kaufman (a) directly beneficially owns 9,580 shares of common stock of the issuer and (b) may be deemed to indirectly beneficially own 1,192,730 shares of common stock of the issuer held by MAK Capital Fund LP ("MAK Fund") by virtue of being the managing director of MAK Capital One LLC which is the investment manager of MAK Fund. Mr. Kaufman has disclaimed such beneficial ownership, except to the extent of its pecuniary interest therein.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 24, 2025 Filed Jan 24, 2025 21:41 UTC | AGILYSYS INC AGYS · Entity 897 | SaleCommon Stock | 7,692 | $93.10 | $716,125.20 |
DisclosureSEC source: 0001019056-25-000044 · ownership.xml · nonDerivative · entry 3 Kaufman 2012 Descendants Trust, David N. Smith, Trustee · CIK 0002041357 · Affiliate of Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 225,384 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 Transaction Plan dated September 10, 2024 between the Kaufman Descendants Trust (the "Trust") and Fidelity Brokerage Services LLC. The beneficiaries of the Trust are dependents of Michael Kaufman, who is a director of the Issuer. Michael Kaufman does not have trading authority over the Trust and disclaims beneficial ownership of the shares held by the Trust. The Rule 10b5-1 Trading Plan was completed on January 24, 2025 and there will be no further sales of shares under the Rule 10b5-1 Trading Plan. F2 · ownership.direct: In addition, Michael Kaufman (a) directly beneficially owns 9,580 shares of common stock of the issuer and (b) may be deemed to indirectly beneficially own 1,192,730 shares of common stock of the issuer held by MAK Capital Fund LP ("MAK Fund") by virtue of being the managing director of MAK Capital One LLC which is the investment manager of MAK Fund. Mr. Kaufman has disclaimed such beneficial ownership, except to the extent of its pecuniary interest therein. Read SEC document |
| January 23, 2025 Filed Jan 24, 2025 21:41 UTC | AGILYSYS INC AGYS · Entity 897 | SaleCommon Stock | 7,500 | $96.68 | $725,100.00 |
DisclosureSEC source: 0001019056-25-000044 · ownership.xml · nonDerivative · entry 2 Kaufman 2012 Descendants Trust, David N. Smith, Trustee · CIK 0002041357 · Affiliate of Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 233,076 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 Transaction Plan dated September 10, 2024 between the Kaufman Descendants Trust (the "Trust") and Fidelity Brokerage Services LLC. The beneficiaries of the Trust are dependents of Michael Kaufman, who is a director of the Issuer. Michael Kaufman does not have trading authority over the Trust and disclaims beneficial ownership of the shares held by the Trust. The Rule 10b5-1 Trading Plan was completed on January 24, 2025 and there will be no further sales of shares under the Rule 10b5-1 Trading Plan. F2 · ownership.direct: In addition, Michael Kaufman (a) directly beneficially owns 9,580 shares of common stock of the issuer and (b) may be deemed to indirectly beneficially own 1,192,730 shares of common stock of the issuer held by MAK Capital Fund LP ("MAK Fund") by virtue of being the managing director of MAK Capital One LLC which is the investment manager of MAK Fund. Mr. Kaufman has disclaimed such beneficial ownership, except to the extent of its pecuniary interest therein. Read SEC document |
| January 22, 2025 Filed Jan 24, 2025 21:41 UTC | AGILYSYS INC AGYS · Entity 897 | SaleCommon Stock | 7,500 | $100.17 | $751,275.00 |
DisclosureSEC source: 0001019056-25-000044 · ownership.xml · nonDerivative · entry 1 Kaufman 2012 Descendants Trust, David N. Smith, Trustee · CIK 0002041357 · Affiliate of Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 240,576 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 Transaction Plan dated September 10, 2024 between the Kaufman Descendants Trust (the "Trust") and Fidelity Brokerage Services LLC. The beneficiaries of the Trust are dependents of Michael Kaufman, who is a director of the Issuer. Michael Kaufman does not have trading authority over the Trust and disclaims beneficial ownership of the shares held by the Trust. The Rule 10b5-1 Trading Plan was completed on January 24, 2025 and there will be no further sales of shares under the Rule 10b5-1 Trading Plan. F2 · ownership.direct: In addition, Michael Kaufman (a) directly beneficially owns 9,580 shares of common stock of the issuer and (b) may be deemed to indirectly beneficially own 1,192,730 shares of common stock of the issuer held by MAK Capital Fund LP ("MAK Fund") by virtue of being the managing director of MAK Capital One LLC which is the investment manager of MAK Fund. Mr. Kaufman has disclaimed such beneficial ownership, except to the extent of its pecuniary interest therein. Read SEC document |
| January 21, 2025 Filed Jan 21, 2025 22:38 UTC | AGILYSYS INC AGYS · Entity 897 | SaleCommon Stock | 7,500 | $125.49 | $941,175.00 |
DisclosureSEC source: 0001019056-25-000022 · ownership.xml · nonDerivative · entry 3 Kaufman 2012 Descendants Trust, David N. Smith, Trustee · CIK 0002041357 · Affiliate of Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 248,076 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 Transaction Plan dated September 10, 2024 between the Kaufman Descendants Trust (the "Trust") and Fidelity Brokerage Services LLC. The beneficiaries of the Trust are dependents of Michael Kaufman, who is a director of the Issuer. Michael Kaufman does not have trading authority over the Trust and disclaims beneficial ownership of the shares held by the Trust. F2 · ownership.direct: In addition, Michael Kaufman (a) directly beneficially owns 9,580 shares of common stock of the issuer and (b) may be deemed to indirectly beneficially own 1,192,730 shares of common stock of the issuer held by MAK Capital Fund LP ("MAK Fund") by virtue of being the managing director of MAK Capital One LLC which is the investment manager of MAK Fund. Mr. Kaufman has disclaimed such beneficial ownership, except to the extent of its pecuniary interest therein. Read SEC document |
| January 17, 2025 Filed Jan 21, 2025 22:38 UTC | AGILYSYS INC AGYS · Entity 897 | SaleCommon Stock | 7,500 | $128.17 | $961,275.00 |
DisclosureSEC source: 0001019056-25-000022 · ownership.xml · nonDerivative · entry 2 Kaufman 2012 Descendants Trust, David N. Smith, Trustee · CIK 0002041357 · Affiliate of Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 255,576 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 Transaction Plan dated September 10, 2024 between the Kaufman Descendants Trust (the "Trust") and Fidelity Brokerage Services LLC. The beneficiaries of the Trust are dependents of Michael Kaufman, who is a director of the Issuer. Michael Kaufman does not have trading authority over the Trust and disclaims beneficial ownership of the shares held by the Trust. F2 · ownership.direct: In addition, Michael Kaufman (a) directly beneficially owns 9,580 shares of common stock of the issuer and (b) may be deemed to indirectly beneficially own 1,192,730 shares of common stock of the issuer held by MAK Capital Fund LP ("MAK Fund") by virtue of being the managing director of MAK Capital One LLC which is the investment manager of MAK Fund. Mr. Kaufman has disclaimed such beneficial ownership, except to the extent of its pecuniary interest therein. Read SEC document |
| January 16, 2025 Filed Jan 21, 2025 22:38 UTC | AGILYSYS INC AGYS · Entity 897 | SaleCommon Stock | 7,500 | $133.71 | $1,002,825.00 |
DisclosureSEC source: 0001019056-25-000022 · ownership.xml · nonDerivative · entry 1 Kaufman 2012 Descendants Trust, David N. Smith, Trustee · CIK 0002041357 · Affiliate of Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 263,076 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 Transaction Plan dated September 10, 2024 between the Kaufman Descendants Trust (the "Trust") and Fidelity Brokerage Services LLC. The beneficiaries of the Trust are dependents of Michael Kaufman, who is a director of the Issuer. Michael Kaufman does not have trading authority over the Trust and disclaims beneficial ownership of the shares held by the Trust. F2 · ownership.direct: In addition, Michael Kaufman (a) directly beneficially owns 9,580 shares of common stock of the issuer and (b) may be deemed to indirectly beneficially own 1,192,730 shares of common stock of the issuer held by MAK Capital Fund LP ("MAK Fund") by virtue of being the managing director of MAK Capital One LLC which is the investment manager of MAK Fund. Mr. Kaufman has disclaimed such beneficial ownership, except to the extent of its pecuniary interest therein. Read SEC document |
| January 15, 2025 Filed Jan 15, 2025 22:20 UTC | AGILYSYS INC AGYS · Entity 897 | SaleCommon Stock | 7,500 | $132.98 | $997,350.00 |
DisclosureSEC source: 0001019056-25-000016 · ownership.xml · nonDerivative · entry 3 Kaufman 2012 Descendants Trust, David N. Smith, Trustee · CIK 0002041357 · Affiliate of Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 270,576 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 Transaction Plan dated September 10, 2024 between the Kaufman Descendants Trust (the "Trust") and Fidelity Brokerage Services LLC. The beneficiaries of the Trust are dependents of Michael Kaufman, who is a director of the Issuer. Michael Kaufman does not have trading authority over the Trust and disclaims beneficial ownership of the shares held by the Trust. F2 · ownership.direct: In addition, Michael Kaufman (a) directly beneficially owns 9,580 shares of common stock of the issuer and (b) may be deemed to indirectly beneficially own 1,192,730 shares of common stock of the issuer held by MAK Capital Fund LP ("MAK Fund") by virtue of being the managing director of MAK Capital One LLC which is the investment manager of MAK Fund. Mr. Kaufman has disclaimed such beneficial ownership, except to the extent of its pecuniary interest therein. Read SEC document |
| January 14, 2025 Filed Jan 15, 2025 22:20 UTC | AGILYSYS INC AGYS · Entity 897 | SaleCommon Stock | 7,500 | $128.81 | $966,075.00 |
DisclosureSEC source: 0001019056-25-000016 · ownership.xml · nonDerivative · entry 2 Kaufman 2012 Descendants Trust, David N. Smith, Trustee · CIK 0002041357 · Affiliate of Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 278,076 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 Transaction Plan dated September 10, 2024 between the Kaufman Descendants Trust (the "Trust") and Fidelity Brokerage Services LLC. The beneficiaries of the Trust are dependents of Michael Kaufman, who is a director of the Issuer. Michael Kaufman does not have trading authority over the Trust and disclaims beneficial ownership of the shares held by the Trust. F2 · ownership.direct: In addition, Michael Kaufman (a) directly beneficially owns 9,580 shares of common stock of the issuer and (b) may be deemed to indirectly beneficially own 1,192,730 shares of common stock of the issuer held by MAK Capital Fund LP ("MAK Fund") by virtue of being the managing director of MAK Capital One LLC which is the investment manager of MAK Fund. Mr. Kaufman has disclaimed such beneficial ownership, except to the extent of its pecuniary interest therein. Read SEC document |
| January 13, 2025 Filed Jan 15, 2025 22:20 UTC | AGILYSYS INC AGYS · Entity 897 | SaleCommon Stock | 7,500 | $126.26 | $946,950.00 |
DisclosureSEC source: 0001019056-25-000016 · ownership.xml · nonDerivative · entry 1 Kaufman 2012 Descendants Trust, David N. Smith, Trustee · CIK 0002041357 · Affiliate of Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 285,576 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 Transaction Plan dated September 10, 2024 between the Kaufman Descendants Trust (the "Trust") and Fidelity Brokerage Services LLC. The beneficiaries of the Trust are dependents of Michael Kaufman, who is a director of the Issuer. Michael Kaufman does not have trading authority over the Trust and disclaims beneficial ownership of the shares held by the Trust. F2 · ownership.direct: In addition, Michael Kaufman (a) directly beneficially owns 9,580 shares of common stock of the issuer and (b) may be deemed to indirectly beneficially own 1,192,730 shares of common stock of the issuer held by MAK Capital Fund LP ("MAK Fund") by virtue of being the managing director of MAK Capital One LLC which is the investment manager of MAK Fund. Mr. Kaufman has disclaimed such beneficial ownership, except to the extent of its pecuniary interest therein. Read SEC document |
| January 10, 2025 Filed Jan 10, 2025 22:38 UTC | AGILYSYS INC AGYS · Entity 897 | SaleCommon Stock | 7,500 | $130.29 | $977,175.00 |
DisclosureSEC source: 0001019056-25-000013 · ownership.xml · nonDerivative · entry 3 Kaufman 2012 Descendants Trust, David N. Smith, Trustee · CIK 0002041357 · Affiliate of Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 293,076 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 Transaction Plan dated September 10, 2024 between the Kaufman Descendants Trust (the "Trust") and Fidelity Brokerage Services LLC. The beneficiaries of the Trust are dependents of Michael Kaufman, who is a director of the Issuer. Michael Kaufman does not have trading authority over the Trust and disclaims beneficial ownership of the shares held by the Trust. F2 · ownership.direct: In addition, Michael Kaufman (a) directly beneficially owns 9,580 shares of common stock of the issuer and (b) may be deemed to indirectly beneficially own 1,192,730 shares of common stock of the issuer held by MAK Capital Fund LP ("MAK Fund") by virtue of being the managing director of MAK Capital One LLC which is the investment manager of MAK Fund. Mr. Kaufman has disclaimed such beneficial ownership, except to the extent of its pecuniary interest therein. Read SEC document |
| January 08, 2025 Filed Jan 10, 2025 22:38 UTC | AGILYSYS INC AGYS · Entity 897 | SaleCommon Stock | 7,500 | $132.04 | $990,300.00 |
DisclosureSEC source: 0001019056-25-000013 · ownership.xml · nonDerivative · entry 2 Kaufman 2012 Descendants Trust, David N. Smith, Trustee · CIK 0002041357 · Affiliate of Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 300,576 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 Transaction Plan dated September 10, 2024 between the Kaufman Descendants Trust (the "Trust") and Fidelity Brokerage Services LLC. The beneficiaries of the Trust are dependents of Michael Kaufman, who is a director of the Issuer. Michael Kaufman does not have trading authority over the Trust and disclaims beneficial ownership of the shares held by the Trust. F2 · ownership.direct: In addition, Michael Kaufman (a) directly beneficially owns 9,580 shares of common stock of the issuer and (b) may be deemed to indirectly beneficially own 1,192,730 shares of common stock of the issuer held by MAK Capital Fund LP ("MAK Fund") by virtue of being the managing director of MAK Capital One LLC which is the investment manager of MAK Fund. Mr. Kaufman has disclaimed such beneficial ownership, except to the extent of its pecuniary interest therein. Read SEC document |
| January 07, 2025 Filed Jan 10, 2025 22:38 UTC | AGILYSYS INC AGYS · Entity 897 | SaleCommon Stock | 7,500 | $128.57 | $964,275.00 |
DisclosureSEC source: 0001019056-25-000013 · ownership.xml · nonDerivative · entry 1 Kaufman 2012 Descendants Trust, David N. Smith, Trustee · CIK 0002041357 · Affiliate of Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 308,076 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 Transaction Plan dated September 10, 2024 between the Kaufman Descendants Trust (the "Trust") and Fidelity Brokerage Services LLC. The beneficiaries of the Trust are dependents of Michael Kaufman, who is a director of the Issuer. Michael Kaufman does not have trading authority over the Trust and disclaims beneficial ownership of the shares held by the Trust. F2 · ownership.direct: In addition, Michael Kaufman (a) directly beneficially owns 9,580 shares of common stock of the issuer and (b) may be deemed to indirectly beneficially own 1,192,730 shares of common stock of the issuer held by MAK Capital Fund LP ("MAK Fund") by virtue of being the managing director of MAK Capital One LLC which is the investment manager of MAK Fund. Mr. Kaufman has disclaimed such beneficial ownership, except to the extent of its pecuniary interest therein. Read SEC document |
| January 06, 2025 Filed Jan 7, 2025 01:19 UTC | AGILYSYS INC AGYS · Entity 897 | SaleCommon Stock | 7,500 | $130.34 | $977,550.00 |
DisclosureSEC source: 0001019056-25-000009 · ownership.xml · nonDerivative · entry 3 Kaufman 2012 Descendants Trust, David N. Smith, Trustee · CIK 0002041357 · Affiliate of Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 315,576 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 Transaction Plan dated September 10, 2024 between the Kaufman Descendants Trust (the "Trust")and Fidelity Brokerage Services LLC. The beneficiaries of the Trust are dependents of Michael Kaufman, who is a director of the Issuer. Michael Kaufman does not have trading authority over the Trust and disclaims beneficial ownership of the shares held by the Trust. F2 · ownership.direct: In addition, Michael Kaufman (a) directly beneficially owns 9,580 shares of common stock of the issuer and (b) may be deemed to indirectly beneficially own 1,192,730 shares of common stock of the issuer held by MAK Capital Fund LP ("MAK Fund") by virtue of being the managing director of MAK Capital One LLC which is the investment manager of MAK Fund. Mr. Kaufman has disclaimed such beneficial ownership, except to the extent of its pecuniary interest therein. Read SEC document |
| January 03, 2025 Filed Jan 7, 2025 01:19 UTC | AGILYSYS INC AGYS · Entity 897 | SaleCommon Stock | 7,500 | $132.66 | $994,950.00 |
DisclosureSEC source: 0001019056-25-000009 · ownership.xml · nonDerivative · entry 2 Kaufman 2012 Descendants Trust, David N. Smith, Trustee · CIK 0002041357 · Affiliate of Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 323,076 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 Transaction Plan dated September 10, 2024 between the Kaufman Descendants Trust (the "Trust")and Fidelity Brokerage Services LLC. The beneficiaries of the Trust are dependents of Michael Kaufman, who is a director of the Issuer. Michael Kaufman does not have trading authority over the Trust and disclaims beneficial ownership of the shares held by the Trust. F2 · ownership.direct: In addition, Michael Kaufman (a) directly beneficially owns 9,580 shares of common stock of the issuer and (b) may be deemed to indirectly beneficially own 1,192,730 shares of common stock of the issuer held by MAK Capital Fund LP ("MAK Fund") by virtue of being the managing director of MAK Capital One LLC which is the investment manager of MAK Fund. Mr. Kaufman has disclaimed such beneficial ownership, except to the extent of its pecuniary interest therein. Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 01:19 UTC | AGILYSYS INC AGYS · Entity 897 | SaleCommon Stock | 7,500 | $130.55 | $979,125.00 |
DisclosureSEC source: 0001019056-25-000009 · ownership.xml · nonDerivative · entry 1 Kaufman 2012 Descendants Trust, David N. Smith, Trustee · CIK 0002041357 · Affiliate of Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 330,576 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 Transaction Plan dated September 10, 2024 between the Kaufman Descendants Trust (the "Trust")and Fidelity Brokerage Services LLC. The beneficiaries of the Trust are dependents of Michael Kaufman, who is a director of the Issuer. Michael Kaufman does not have trading authority over the Trust and disclaims beneficial ownership of the shares held by the Trust. F2 · ownership.direct: In addition, Michael Kaufman (a) directly beneficially owns 9,580 shares of common stock of the issuer and (b) may be deemed to indirectly beneficially own 1,192,730 shares of common stock of the issuer held by MAK Capital Fund LP ("MAK Fund") by virtue of being the managing director of MAK Capital One LLC which is the investment manager of MAK Fund. Mr. Kaufman has disclaimed such beneficial ownership, except to the extent of its pecuniary interest therein. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.