Filing Details

Accession Number:
0001193125-24-025616
Form Type:
13G Filing
Publication Date:
2024-02-05 19:00:00
Filed By:
Lebowitz Steven D
Company:
Ebix Inc (NASDAQ:EBIX)
Filing Date:
2024-02-06
SEC Url:
13G Filing
Ownership Summary

Please notice the below summary table is generated without human intervention and may contain errors. Please refer to the complete filing displayed below for exact figures.

Name Sole Voting Power Shared Voting Power Sole Dispositive Power Shared Dispositive Power Aggregate Amount Owned Power Percent of Class
Steven D. Lebowitz 25,000 2,628,788 25,000 2,657,749 2,682,749 8.68%
Deborah P. Lebowitz 0 2,628,788 0 2,628,788 2,628,788 8.51%
Lauren Lebowitz Salem 8,711 0 0 8,711 8,711 0.03%
Robert Lebowitz 750 0 0 750 750 0.002%
Kathryn Lebowitz Silverberg 9,000 0 0 9,000 9,000 0.03%
Andrew Lebowitz 0 7,500 0 7,500 7,500 0.02%
Ashley Lebowitz 0 7,500 0 7,500 7,500 0.02%
The Lebowitz Family Stock 25,000 0 25,000 0 25,000 0.08%
Susan Pearlstein 3,000 0 0 3,000 3,000 0.01%
Ethan Salem 0 31,000 0 31,000 31,000 0.10%
Zoey Lebowitz 0 31,000 0 31,000 31,000 0.10%
Lexi Lebowitz 0 31,000 0 31,000 31,000 0.10%
Emma Salem 0 31,000 0 31,000 31,000 0.10%
Kora Miri Silverberg 0 31,000 0 31,000 31,000 0.10%
Isla Silverberg 0 31,000 0 31,000 31,000 0.10%
Olivia Lebowitz 0 31,000 0 31,000 31,000 0.10%
Sophie Lebowitz 0 31,000 0 31,000 31,000 0.10%
Avery Lebowitz 0 31,000 0 31,000 31,000 0.10%
Taylor Lebowitz 0 31,000 0 31,000 31,000 0.10%
Filing

 

 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

 

SCHEDULE 13G

Under the Securities Exchange Act of 1934

(Amendment No. 3)*

 

 

Ebix, Inc.

(Name of Issuer)

Common Stock, $0.10 par value

(Title of Class of Securities)

278715206

(CUSIP Number)

December 31, 2023

(Date of Event Which Requires Filing of this Statement)

 

 

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

☐ Rule 13d-1(b)

☒ Rule 13d-1(c)

☐ Rule 13d-1(d)

 

*

The remainder of this cover page shall be filled out for a reporting persons initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

The information required in the remainder of this cover page shall not be deemed to be filed for the purpose of Section 18 of the Securities Exchange Act of 1934 (Act) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

 

 

 


CUSIP No. 278715206

 

 1.   

 Names of Reporting Persons

 

 Steven D. Lebowitz

 2.  

 Check the Appropriate Box if a Member of a Group (See Instructions)

 (a) ☐  (b) ☒

 

 3.  

 SEC Use Only

 

 4.  

 Citizenship or Place of Organization

 

 United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

   5.   

 Sole Voting Power

 

 25,000(1) (2)

   6.  

 Shared Voting Power

 

 2,628,788(1) (3)

   7.  

 Sole Dispositive Power

 

 25,000(1) (2)

   8.  

 Shared Dispositive Power

 

 2,657,749(1) (3) (4)

 9.   

 Aggregate Amount Beneficially Owned by Each Reporting Person

 

 2,682,749(1) (2) (3) (4)

10.  

 Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)

 

 ☐

11.  

 Percent of Class Represented by Amount in Row (9)

 

 8.68%(5)

12.  

 Type of Reporting Person (See Instructions)

 

 IN

 

(1)

The number of shares reported as beneficially owned as of December 31, 2023.

(2)

This number includes shares held by The Lebowitz Family Stock, LLC, a limited liability company of which Steven D. Lebowitz is the sole manager.

(3)

This number includes shares held by (a) Deborah P. Lebowitz, (b) The Steven & Deborah Lebowitz Foundation (the Foundation), a trust over which Steven D. Lebowitz serves as a co-trustee, (c) the Lebowitz Family Trust 1986, dated October 7, 1986, as amended (the LF Trust), a trust over which Steven D. Lebowitz serves as a co-trustee, (d) Ethan Salem 2020 Irrevocable Trust, (e) Zoey Lebowitz 2020 Irrevocable Trust, (f) Lexi Lebowitz 2020 Irrevocable Trust, (g) Emma Salem 2020 Irrevocable Trust, (h) Kora Miri Silverberg 2021 Irrevocable Trust, (i) Isla Silverberg 2020 Irrevocable Trust, (j) Olivia Lebowitz 2020 Irrevocable Trust, (k) Sophie Lebowitz 2020 Irrevocable Trust, (l) Avery Lebowitz 2020 Irrevocable Trust, and (m) Taylor Lebowitz 2020 Irrevocable Trust.

(4)

This number includes shares held by (a) Lauren Lebowitz Salem, (b) Robert Lebowitz, (c) Kathryn Lebowitz Silverberg, (d) the A&A Lebowitz Trust (the AA Trust), and (e) Susan Pearlstein.

(5)

Based on 30,901,440 shares of common stock of Ebix, Inc. (the Issuer) outstanding as of November 8, 2023, as reported in the Issuers Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2023 filed with the U.S. Securities and Exchange Commission on November 14, 2023.


CUSIP No. 278715206

 

 1.   

 Names of Reporting Persons

 

 Deborah P. Lebowitz

 2.  

 Check the Appropriate Box if a Member of a Group (See Instructions)

 (a) ☐  (b) ☒

 

 3.  

 SEC Use Only

 

 4.  

 Citizenship or Place of Organization

 

 United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

   5.   

 Sole Voting Power

 

 0

   6.  

 Shared Voting Power

 

 2,628,788 (1) (2)

   7.  

 Sole Dispositive Power

 

 0

   8.  

 Shared Dispositive Power

 

 2,628,788 (1) (2)

 9.   

 Aggregate Amount Beneficially Owned by Each Reporting Person

 

 2,628,788 (1) (2)

10.  

 Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)

 

 ☐

11.  

 Percent of Class Represented by Amount in Row (9)

 

 8.51%(3)

12.  

 Type of Reporting Person (See Instructions)

 

 IN

 

 

(1)

The number of shares reported as beneficially owned as of December 31, 2023.

 

(2)

This number includes shares held by (a) the Foundation, a trust over which Deborah P. Lebowitz serves as a co-trustee, (b) the LF Trust, a trust over which Deborah P. Lebowitz serves as a co-trustee, (c) Ethan Salem 2020 Irrevocable Trust, (d) Zoey Lebowitz 2020 Irrevocable Trust, (e) Lexi Lebowitz 2020 Irrevocable Trust, (f) Emma Salem 2020 Irrevocable Trust, (g) Kora Miri Silverberg 2021 Irrevocable Trust, (h) Isla Silverberg 2020 Irrevocable Trust, (i) Olivia Lebowitz 2020 Irrevocable Trust, (j) Sophie Lebowitz 2020 Irrevocable Trust, (k) Avery Lebowitz 2020 Irrevocable Trust, and (l) Taylor Lebowitz 2020 Irrevocable Trust.

 

(3)

Based on 30,901,440 shares of common stock of the Issuer outstanding as of November 8, 2023, as reported in the Issuers Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2023 filed with the U.S. Securities and Exchange Commission on November 14, 2023.


CUSIP No. 278715206

 

 1.   

 Names of Reporting Persons

 

 Lauren Lebowitz Salem

 2.  

 Check the Appropriate Box if a Member of a Group (See Instructions)

 (a) ☐  (b) ☒

 

 3.  

 SEC Use Only

 

 4.  

 Citizenship or Place of Organization

 

 United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

   5.   

 Sole Voting Power

 

 8,711 (1)

   6.  

 Shared Voting Power

 

 0

   7.  

 Sole Dispositive Power

 

 0

   8.  

 Shared Dispositive Power

 

 8,711 (1)

 9.   

 Aggregate Amount Beneficially Owned by Each Reporting Person

 

 8,711 (1)

10.  

 Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)

 

 ☐

11.  

 Percent of Class Represented by Amount in Row (9)

 

 0.03%(2)

12.  

 Type of Reporting Person (See Instructions)

 

 IN

 

 

(1)

The number of shares reported as beneficially owned as of December 31, 2023.

 

(2)

Based on 30,901,440 shares of common stock of the Issuer outstanding as of November 8, 2023, as reported in the Issuers Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2023 filed with the U.S. Securities and Exchange Commission on November 14, 2023.


CUSIP No. 278715206

 

 1.   

 Names of Reporting Persons

 

 Robert Lebowitz

 2.  

 Check the Appropriate Box if a Member of a Group (See Instructions)

 (a) ☐  (b) ☒

 

 3.  

 SEC Use Only

 

 4.  

 Citizenship or Place of Organization

 

 United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

   5.   

 Sole Voting Power

 

 750 (1)

   6.  

 Shared Voting Power

 

 0

   7.  

 Sole Dispositive Power

 

 0

   8.  

 Shared Dispositive Power

 

 750 (1)

 9.   

 Aggregate Amount Beneficially Owned by Each Reporting Person

 

 750 (1)

10.  

 Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)

 

 ☐

11.  

 Percent of Class Represented by Amount in Row (9)

 

 0.002%(2)

12.  

 Type of Reporting Person (See Instructions)

 

 IN

 

 

(1)

The number of shares reported as beneficially owned as of December 31, 2023.

 

(2)

Based on 30,901,440 shares of common stock of the Issuer outstanding as of November 8, 2023, as reported in the Issuers Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2023 filed with the U.S. Securities and Exchange Commission on November 14, 2023.


CUSIP No. 278715206

 

 1.   

 Names of Reporting Persons

 

 Kathryn Lebowitz Silverberg

 2.  

 Check the Appropriate Box if a Member of a Group (See Instructions)

 (a) ☐  (b) ☒

 

 3.  

 SEC Use Only

 

 4.  

 Citizenship or Place of Organization

 

 United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

   5.   

 Sole Voting Power

 

 9,000 (1)

   6.  

 Shared Voting Power

 

 0

   7.  

 Sole Dispositive Power

 

 0

   8.  

 Shared Dispositive Power

 

 9,000 (1)

 9.   

 Aggregate Amount Beneficially Owned by Each Reporting Person

 

 9,000 (1)

10.  

 Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)

 

 ☐

11.  

 Percent of Class Represented by Amount in Row (9)

 

 0.03%(2)

12.  

 Type of Reporting Person (See Instructions)

 

 IN

  

 

(1)

The number of shares reported as beneficially owned as of December 31, 2023.

(2)

Based on 30,901,440 shares of common stock of the Issuer outstanding as of November 8, 2023, as reported in the Issuers Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2023 filed with the U.S. Securities and Exchange Commission on November 14, 2023.


CUSIP No. 278715206

 

 1.   

 Names of Reporting Persons

 

 Andrew Lebowitz

 2.  

 Check the Appropriate Box if a Member of a Group (See Instructions)

 (a) ☐  (b) ☒

 

 3.  

 SEC Use Only

 

 4.  

 Citizenship or Place of Organization

 

 United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

   5.   

 Sole Voting Power

 

 0

   6.  

 Shared Voting Power

 

 7,500 (1) (2)

   7.  

 Sole Dispositive Power

 

 0

   8.  

 Shared Dispositive Power

 

 7,500 (1) (2)

 9.   

 Aggregate Amount Beneficially Owned by Each Reporting Person

 

 7,500 (1) (2)

10.  

 Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)

 

 ☐

11.  

 Percent of Class Represented by Amount in Row (9)

 

 0.02%(3)

12.  

 Type of Reporting Person (See Instructions)

 

 IN

 

 

(1)

The number of shares reported as beneficially owned as of December 31, 2023.

 

(2)

This number includes shares held by the AA Trust, a trust over which Andrew Lebowitz serves as a co-trustee.

 

(3)

Based on 30,901,440 shares of common stock of the Issuer outstanding as of November 8, 2023, as reported in the Issuers Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2023 filed with the U.S. Securities and Exchange Commission on November 14, 2023.


CUSIP No. 278715206

 

 1.   

 Names of Reporting Persons

 

 Ashley Lebowitz

 2.  

 Check the Appropriate Box if a Member of a Group (See Instructions)

 (a) ☐  (b) ☒

 

 3.  

 SEC Use Only

 

 4.  

 Citizenship or Place of Organization

 

 United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

   5.   

 Sole Voting Power

 

 0

   6.  

 Shared Voting Power

 

 7,500 (1) (2)

   7.  

 Sole Dispositive Power

 

 0

   8.  

 Shared Dispositive Power

 

 7,500 (1) (2)

 9.   

 Aggregate Amount Beneficially Owned by Each Reporting Person

 

 7,500 (1) (2)

10.  

 Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)

 

 ☐

11.  

 Percent of Class Represented by Amount in Row (9)

 

 0.02%(3)

12.  

 Type of Reporting Person (See Instructions)

 

 IN

 

 

(1)

The number of shares reported as beneficially owned as of December 31, 2023.

 

(2)

This number includes shares held by the AA Trust, a trust over which Ashley Lebowitz serves as a co-trustee.

 

(3)

Based on 30,901,440 shares of common stock of the Issuer outstanding as of November 8, 2023, as reported in the Issuers Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2023 filed with the U.S. Securities and Exchange Commission on November 14, 2023.


CUSIP No. 278715206

 

 1.   

 Names of Reporting Persons

 

 The Lebowitz Family Stock, LLC

 2.  

 Check the Appropriate Box if a Member of a Group (See Instructions)

 (a) ☐  (b) ☒

 

 3.  

 SEC Use Only

 

 4.  

 Citizenship or Place of Organization

 

 Delaware

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

   5.   

 Sole Voting Power

 

 25,000(1)

   6.  

 Shared Voting Power

 

 0

   7.  

 Sole Dispositive Power

 

 25,000 (1)

   8.  

 Shared Dispositive Power

 

 0

 9.   

 Aggregate Amount Beneficially Owned by Each Reporting Person

 

 25,000 (1)

10.  

 Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)

 

 ☐

11.  

 Percent of Class Represented by Amount in Row (9)

 

 0.08%(2)

12.  

 Type of Reporting Person (See Instructions)

 

 OO

 

(1)

The number of shares reported as beneficially owned as of December 31, 2023.

(2)

Based on 30,901,440 shares of common stock of the Issuer outstanding as of November 8, 2023, as reported in the Issuers Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2023 filed with the U.S. Securities and Exchange Commission on November 14, 2023.


CUSIP No. 278715206

 

 1.   

 Names of Reporting Persons

 

 Susan Pearlstein

 2.  

 Check the Appropriate Box if a Member of a Group (See Instructions)

 (a) ☐  (b) ☒

 

 3.  

 SEC Use Only

 

 4.  

 Citizenship or Place of Organization

 

 United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

   5.   

 Sole Voting Power

 

 3,000(1)

   6.  

 Shared Voting Power

 

 0

   7.  

 Sole Dispositive Power

 

 0

   8.  

 Shared Dispositive Power

 

 3,000 (1)

 9.   

 Aggregate Amount Beneficially Owned by Each Reporting Person

 

 3,000 (1)

10.  

 Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)

 

 ☐

11.  

 Percent of Class Represented by Amount in Row (9)

 

 0.01%(2)

12.  

 Type of Reporting Person (See Instructions)

 

 IN

 

(1)

The number of shares reported as beneficially owned as of December 31, 2023.

(2)

Based on 30,901,440 shares of common stock of the Issuer outstanding as of November 8, 2023, as reported in the Issuers Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2023 filed with the U.S. Securities and Exchange Commission on November 14, 2023.


CUSIP No. 278715206

 

 1.   

 Names of Reporting Persons

 

 Ethan Salem

 2.  

 Check the Appropriate Box if a Member of a Group (See Instructions)

 (a) ☐  (b) ☒

 

 3.  

 SEC Use Only

 

 4.  

 Citizenship or Place of Organization

 

 United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

   5.   

 Sole Voting Power

 

 0

   6.  

 Shared Voting Power

 

 31,000(1)

   7.  

 Sole Dispositive Power

 

 0

   8.  

 Shared Dispositive Power

 

 31,000 (1)

 9.   

 Aggregate Amount Beneficially Owned by Each Reporting Person

 

 31,000 (1)

10.  

 Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)

 

 ☐

11.  

 Percent of Class Represented by Amount in Row (9)

 

 0.10%(2)

12.  

 Type of Reporting Person (See Instructions)

 

 IN

 

(1)

The number of shares reported as beneficially owned as of December 31, 2023.

(2)

Based on 30,901,440 shares of common stock of the Issuer outstanding as of November 8, 2023, as reported in the Issuers Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2023 filed with the U.S. Securities and Exchange Commission on November 14, 2023.


CUSIP No. 278715206

 

 1.   

 Names of Reporting Persons

 

 Zoey Lebowitz

 2.  

 Check the Appropriate Box if a Member of a Group (See Instructions)

 (a) ☐  (b) ☒

 

 3.  

 SEC Use Only

 

 4.  

 Citizenship or Place of Organization

 

 United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

   5.   

 Sole Voting Power

 

 0

   6.  

 Shared Voting Power

 

 31,000(1)

   7.  

 Sole Dispositive Power

 

 0

   8.  

 Shared Dispositive Power

 

 31,000 (1)

 9.   

 Aggregate Amount Beneficially Owned by Each Reporting Person

 

 31,000 (1)

10.  

 Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)

 

 ☐

11.  

 Percent of Class Represented by Amount in Row (9)

 

 0.10%(2)

12.  

 Type of Reporting Person (See Instructions)

 

 IN

 

(1)

The number of shares reported as beneficially owned as of December 31, 2023.

(2)

Based on 30,901,440 shares of common stock of the Issuer outstanding as of November 8, 2023, as reported in the Issuers Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2023 filed with the U.S. Securities and Exchange Commission on November 14, 2023.


CUSIP No. 278715206

 

 1.   

 Names of Reporting Persons

 

 Lexi Lebowitz

 2.  

 Check the Appropriate Box if a Member of a Group (See Instructions)

 (a) ☐  (b) ☒

 

 3.  

 SEC Use Only

 

 4.  

 Citizenship or Place of Organization

 

 United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

   5.   

 Sole Voting Power

 

 0

   6.  

 Shared Voting Power

 

 31,000(1)

   7.  

 Sole Dispositive Power

 

 0

   8.  

 Shared Dispositive Power

 

 31,000 (1)

 9.   

 Aggregate Amount Beneficially Owned by Each Reporting Person

 

 31,000 (1)

10.  

 Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)

 

 ☐

11.  

 Percent of Class Represented by Amount in Row (9)

 

 0.10%(2)

12.  

 Type of Reporting Person (See Instructions)

 

 IN

 

(1)

The number of shares reported as beneficially owned as of December 31, 2023.

(2)

Based on 30,901,440 shares of common stock of the Issuer outstanding as of November 8, 2023, as reported in the Issuers Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2023 filed with the U.S. Securities and Exchange Commission on November 14, 2023.


CUSIP No. 278715206

 

 1.   

 Names of Reporting Persons

 

 Emma Salem

 2.  

 Check the Appropriate Box if a Member of a Group (See Instructions)

 (a) ☐  (b) ☒

 

 3.  

 SEC Use Only

 

 4.  

 Citizenship or Place of Organization

 

 United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

   5.   

 Sole Voting Power

 

 0

   6.  

 Shared Voting Power

 

 31,000(1)

   7.  

 Sole Dispositive Power

 

 0

   8.  

 Shared Dispositive Power

 

 31,000 (1)

 9.   

 Aggregate Amount Beneficially Owned by Each Reporting Person

 

 31,000 (1)

10.  

 Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)

 

 ☐

11.  

 Percent of Class Represented by Amount in Row (9)

 

 0.10%(2)

12.  

 Type of Reporting Person (See Instructions)

 

 IN

 

(1)

The number of shares reported as beneficially owned as of December 31, 2023.

(2)

Based on 30,901,440 shares of common stock of the Issuer outstanding as of November 8, 2023, as reported in the Issuers Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2023 filed with the U.S. Securities and Exchange Commission on November 14, 2023.


CUSIP No. 278715206

 

 1.   

 Names of Reporting Persons

 

 Kora Miri Silverberg

 2.  

 Check the Appropriate Box if a Member of a Group (See Instructions)

 (a) ☐  (b) ☒

 

 3.  

 SEC Use Only

 

 4.  

 Citizenship or Place of Organization

 

 United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

   5.   

 Sole Voting Power

 

 0

   6.  

 Shared Voting Power

 

 31,000(1)

   7.  

 Sole Dispositive Power

 

 0

   8.  

 Shared Dispositive Power

 

 31,000 (1)

 9.   

 Aggregate Amount Beneficially Owned by Each Reporting Person

 

 31,000 (1)

10.  

 Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)

 

 ☐

11.  

 Percent of Class Represented by Amount in Row (9)

 

 0.10%(2)

12.  

 Type of Reporting Person (See Instructions)

 

 IN

 

(1)

The number of shares reported as beneficially owned as of December 31, 2023.

(2)

Based on 30,901,440 shares of common stock of the Issuer outstanding as of November 8, 2023, as reported in the Issuers Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2023 filed with the U.S. Securities and Exchange Commission on November 14, 2023.


CUSIP No. 278715206

 

 1.   

 Names of Reporting Persons

 

 Isla Silverberg

 2.  

 Check the Appropriate Box if a Member of a Group (See Instructions)

 (a) ☐  (b) ☒

 

 3.  

 SEC Use Only

 

 4.  

 Citizenship or Place of Organization

 

 United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

   5.   

 Sole Voting Power

 

 0

   6.  

 Shared Voting Power

 

 31,000(1)

   7.  

 Sole Dispositive Power

 

 0

   8.  

 Shared Dispositive Power

 

 31,000 (1)

 9.   

 Aggregate Amount Beneficially Owned by Each Reporting Person

 

 31,000 (1)

10.  

 Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)

 

 ☐

11.  

 Percent of Class Represented by Amount in Row (9)

 

 0.10%(2)

12.  

 Type of Reporting Person (See Instructions)

 

 IN

 

(1)

The number of shares reported as beneficially owned as of December 31, 2023.

(2)

Based on 30,901,440 shares of common stock of the Issuer outstanding as of November 8, 2023, as reported in the Issuers Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2023 filed with the U.S. Securities and Exchange Commission on November 14, 2023.


CUSIP No. 278715206

 

 1.   

 Names of Reporting Persons

 

 Olivia Lebowitz

 2.  

 Check the Appropriate Box if a Member of a Group (See Instructions)

 (a) ☐  (b) ☒

 

 3.  

 SEC Use Only

 

 4.  

 Citizenship or Place of Organization

 

 United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

   5.   

 Sole Voting Power

 

 0

   6.  

 Shared Voting Power

 

 31,000(1)

   7.  

 Sole Dispositive Power

 

 0

   8.  

 Shared Dispositive Power

 

 31,000 (1)

 9.   

 Aggregate Amount Beneficially Owned by Each Reporting Person

 

 31,000 (1)

10.  

 Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)

 

 ☐

11.  

 Percent of Class Represented by Amount in Row (9)

 

 0.10%(2)

12.  

 Type of Reporting Person (See Instructions)

 

 IN

 

(1)

The number of shares reported as beneficially owned as of December 31, 2023.

(2)

Based on 30,901,440 shares of common stock of the Issuer outstanding as of November 8, 2023, as reported in the Issuers Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2023 filed with the U.S. Securities and Exchange Commission on November 14, 2023.


CUSIP No. 278715206

 

 1.   

 Names of Reporting Persons

 

 Sophie Lebowitz

 2.  

 Check the Appropriate Box if a Member of a Group (See Instructions)

 (a) ☐  (b) ☒

 

 3.  

 SEC Use Only

 

 4.  

 Citizenship or Place of Organization

 

 United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

   5.   

 Sole Voting Power

 

 0

   6.  

 Shared Voting Power

 

 31,000(1)

   7.  

 Sole Dispositive Power

 

 0

   8.  

 Shared Dispositive Power

 

 31,000 (1)

 9.   

 Aggregate Amount Beneficially Owned by Each Reporting Person

 

 31,000 (1)

10.  

 Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)

 

 ☐

11.  

 Percent of Class Represented by Amount in Row (9)

 

 0.10%(2)

12.  

 Type of Reporting Person (See Instructions)

 

 IN

 

(1)

The number of shares reported as beneficially owned as of December 31, 2023.

(2)

Based on 30,901,440 shares of common stock of the Issuer outstanding as of November 8, 2023, as reported in the Issuers Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2023 filed with the U.S. Securities and Exchange Commission on November 14, 2023.


CUSIP No. 278715206

 

 1.   

 Names of Reporting Persons

 

 Avery Lebowitz

 2.  

 Check the Appropriate Box if a Member of a Group (See Instructions)

 (a) ☐  (b) ☒

 

 3.  

 SEC Use Only

 

 4.  

 Citizenship or Place of Organization

 

 United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

   5.   

 Sole Voting Power

 

 0

   6.  

 Shared Voting Power

 

 31,000(1)

   7.  

 Sole Dispositive Power

 

 0

   8.  

 Shared Dispositive Power

 

 31,000 (1)

 9.   

 Aggregate Amount Beneficially Owned by Each Reporting Person

 

 31,000 (1)

10.  

 Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)

 

 ☐

11.  

 Percent of Class Represented by Amount in Row (9)

 

 0.10%(2)

12.  

 Type of Reporting Person (See Instructions)

 

 IN

 

(1)

The number of shares reported as beneficially owned as of December 31, 2023.

(2)

Based on 30,901,440 shares of common stock of the Issuer outstanding as of November 8, 2023, as reported in the Issuers Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2023 filed with the U.S. Securities and Exchange Commission on November 14, 2023.


CUSIP No. 278715206

 

 1.   

 Names of Reporting Persons

 

 Taylor Lebowitz

 2.  

 Check the Appropriate Box if a Member of a Group (See Instructions)

 (a) ☐  (b) ☒

 

 3.  

 SEC Use Only

 

 4.  

 Citizenship or Place of Organization

 

 United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

   5.   

 Sole Voting Power

 

 0

   6.  

 Shared Voting Power

 

 31,000(1)

   7.  

 Sole Dispositive Power

 

 0

   8.  

 Shared Dispositive Power

 

 31,000 (1)

 9.   

 Aggregate Amount Beneficially Owned by Each Reporting Person

 

 31,000 (1)

10.  

 Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)

 

 ☐

11.  

 Percent of Class Represented by Amount in Row (9)

 

 0.10%(2)

12.  

 Type of Reporting Person (See Instructions)

 

 IN

 

(1)

The number of shares reported as beneficially owned as of December 31, 2023.

(2)

Based on 30,901,440 shares of common stock of the Issuer outstanding as of November 8, 2023, as reported in the Issuers Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2023 filed with the U.S. Securities and Exchange Commission on November 14, 2023.


Item 1.
   (a)   

Name of Issuer

Ebix, Inc.

   (b)   

Address of Issuers Principal Executive Offices

1 Ebix Way

Johns Creek, Georgia 30097

Item 2.
   (a)   

Name of Person Filing

Steven D. Lebowitz, Deborah P. Lebowitz, Lauren Lebowitz Salem, Robert Lebowitz, Kathryn Lebowitz Silverberg, Andrew Lebowitz, Ashley Lebowitz, The Lebowitz Family Stock, LLC, Susan Pearlstein, Ethan Salem, Zoey Lebowitz, Lexi Lebowitz, Emma Salem, Kora Miri Silverberg, Isla Silverberg, Olivia Lebowitz, Sophie Lebowitz, Avery Lebowitz, and Taylor Lebowitz (collectively, the Reporting Persons).

 

The Reporting Persons have entered into a Joint Filing Agreement, which is attached hereto as Exhibit 99.1, pursuant to which the Reporting Persons have agreed to file this statement and any subsequent amendments hereto jointly in accordance with the provisions of Rule 13d-1(k)(1) under the Act.

   (b)   

Address of Principal Business Office or, if none, Residence

1333 Second Street, Suite 650

Santa Monica, CA 90401

   (c)   

Citizenship

See responses to Item 4 on each cover page.

   (d)   

Title of Class of Securities

Common Stock

   (e)   

CUSIP Number

278715206

Item 3.    If this statement is filed pursuant to §§240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
   (a)       Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
   (b)       Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
   (c)       Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
   (d)       Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
   (e)       An investment adviser in accordance with §240.13d-1(b)(1)(ii)(E);

   (f)       An employee benefit plan or endowment fund in accordance with §240.13d-1(b)(1)(ii)(F);
   (g)       A parent holding company or control person in accordance with §240.13d-1(b)(1)(ii)(G);
   (h)       A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
   (i)       A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
   (j)       A non-U.S. institution in accordance with § 240.13d1(b)(1)(ii)(J);
   (k)      

Group, in accordance with § 240.13d1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with

§ 240.13d1(b)(1)(ii)(J), please specify the type of institution:____________________________

Item 4.    Ownership
Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1.
   (a)   

Amount beneficially owned:

 

See responses to Item 9 on each cover page.

   (b)   

Percent of class:

 

See responses to Item 11 on each cover page.

   (c)    Number of shares as to which the person has:
      (i)   

Sole power to vote or to direct the vote

See responses to Item 5 on each cover page.

      (ii)   

Shared power to vote or to direct the vote

See responses to Item 6 on each cover page.

      (iii)   

Sole power to dispose or to direct the disposition of

See responses to Item 7 on each cover page.

      (iv)   

Shared power to dispose or to direct the disposition of

See responses to Item 8 on each cover page.

Item 5.    Ownership of Five Percent or Less of a Class
If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following ☐.

Item 6.

Ownership of More than Five Percent on Behalf of Another Person

Not applicable.

 

Item 7.

Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company or Control Person

Not applicable.

 

Item 8.

Identification and Classification of Members of the Group

Please see attached the statement in Exhibit 99.2.

 

Item 9.

Notice of Dissolution of Group

Not applicable.

 

Item 10.

Certification

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §240.14a11.


Signature

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Date: February 6, 2024

 

Steven D. Lebowitz     Andrew Lebowitz
By:  

/s/ Andrew Collins

    By:  

/s/ Andrew Collins

  Andrew Collins, Attorney-In-Fact       Andrew Collins, Attorney-In-Fact
Deborah P. Lebowitz     Ashley Lebowitz
By:  

/s/ Andrew Collins

    By:  

/s/ Andrew Collins

  Andrew Collins, Attorney-In-Fact       Andrew Collins, Attorney-In-Fact
Lauren Lebowitz Salem     The Lebowitz Family Stock, LLC
By:  

/s/ Andrew Collins

    By:  

/s/ Andrew Collins

  Andrew Collins, Attorney-In-Fact       Andrew Collins, Attorney-In-Fact
Robert Lebowitz     Susan Pearlstein
By:  

/s/ Andrew Collins

    By:  

/s/ Andrew Collins

  Andrew Collins, Attorney-In-Fact       Andrew Collins, Attorney-In-Fact
Kathryn Lebowitz Silverberg     Ethan Salem
By:  

/s/ Andrew Collins

    By:  

/s/ Andrew Collins

  Andrew Collins, Attorney-In-Fact       Andrew Collins, Attorney-In-Fact
Zoey Lebowitz     Lexi Lebowitz
By:  

/s/ Andrew Collins

    By:  

/s/ Andrew Collins

  Andrew Collins, Attorney-In-Fact       Andrew Collins, Attorney-In-Fact
Emma Salem     Kora Miri Silverberg
By:  

/s/ Andrew Collins

    By:  

/s/ Andrew Collins

  Andrew Collins, Attorney-In-Fact       Andrew Collins, Attorney-In-Fact
Isla Silverberg     Olivia Lebowitz
By:  

/s/ Andrew Collins

    By:  

/s/ Andrew Collins

  Andrew Collins, Attorney-In-Fact       Andrew Collins, Attorney-In-Fact
Sophie Lebowitz     Avery Lebowitz
By:  

/s/ Andrew Collins

    By:  

/s/ Andrew Collins

  Andrew Collins, Attorney-In-Fact       Andrew Collins, Attorney-In-Fact

Taylor Lebowitz
By:  

/s/ Andrew Collins

  Andrew Collins, Attorney-In-Fact

ATTENTION

Intentional misstatements or omissions of fact constitute Federal Criminal Violations (See 18 U.S.C. 1001).


EXHIBIT INDEX

 

Exhibit 99.1    Joint Filing Agreement
Exhibit 99.2    Item 8 Statement
Exhibit 99.3    Power of Attorney (Incorporated by reference to Exhibit 99.3 to the Reporting Persons Schedule 13G, filed with the U.S. Securities and Exchange Commission on March 29, 2021.)**
Exhibit 99.4    Power of Attorney

 

**

Previously filed.