Sec Form 13G Filing - LEBOWITZ STEVEN D filing for EBIX INC (EBIX) - 2023-02-09

The remainder of this cover page shall be filled out for a reporting person’s 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.

  Names of Reporting Persons

  Steven D. Lebowitz

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

  (a)  ☐        (b)  ☒

  SEC Use Only

  Citizenship or Place of Organization

  United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

  Sole Voting Power

  66,000^{(1) (2)}

  Shared Voting Power

  1,750,966^{(1) (3)}

  Sole Dispositive Power

  66,000^{(1) (2)}

  Shared Dispositive Power

  1,823,166^{(1) (3) (4)}   

  Aggregate Amount Beneficially Owned by Each Reporting Person

1,889,166^{(1) (2) (3) (4)}   

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

  ☐

  Percent of Class Represented by Amount in Row (9)

  6.11%⁽⁵⁾

  Type of Reporting Person (See Instructions)

  IN

The number of shares reported as beneficially owned as of December 31, 2022.

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

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 and (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.

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”), (e) Leonard S. Pearlstein, (f) The Leonard and Susan Pearlstein Community Property Trust, dated September 1, 1983 (the “LSP CP Trust”), and (g) and Debra Paul.

Based on 30,903,899 shares of common stock of Ebix, Inc. (the “Issuer”) outstanding as of November 4, 2022, as reported in the Issuer’s Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2022 filed with the U.S. Securities and Exchange Commission on November 9, 2022.

  Names of Reporting Persons

  Deborah P. Lebowitz

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

  (a)  ☐        (b)  ☒

  SEC Use Only

  Citizenship or Place of Organization

  United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

  Sole Voting Power

  0

  Shared Voting Power

  1,750,966 ^{(1) (2)}

  Sole Dispositive Power

  0

  Shared Dispositive Power

  1,750,966 ^{(1) (2)}

  Aggregate Amount Beneficially Owned by Each Reporting Person

  1,750,966 ^{(1) (2)}

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

  ☐

  Percent of Class Represented by Amount in Row (9)

  5.67%⁽³⁾

  Type of Reporting Person (See Instructions)

  IN

The number of shares reported as beneficially owned as of December 31, 2022.

This number includes shares held by (a) the Foundation, a trust over which Deborah P. Lebowitz serves as a co-trustee, and (b) the LF Trust, a trust over which Deborah P. Lebowitz serves as a co-trustee.

Based on 30,903,899 shares of common stock of Issuer outstanding as of November 4, 2022, as reported in the Issuer’s Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2022 filed with the U.S. Securities and Exchange Commission on November 9, 2022.

  Names of Reporting Persons

  Lauren Lebowitz Salem

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

  (a)  ☐        (b)  ☒

  SEC Use Only

  Citizenship or Place of Organization

  United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

  Sole Voting Power

  20,000 ⁽¹⁾

  Shared Voting Power

  0

  Sole Dispositive Power

  0

  Shared Dispositive Power

  20,000 ⁽¹⁾

  Aggregate Amount Beneficially Owned by Each Reporting Person

  20,000 ⁽¹⁾

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

  ☐

  Percent of Class Represented by Amount in Row (9)

  0.06%⁽²⁾

  Type of Reporting Person (See Instructions)

  IN

The number of shares reported as beneficially owned as of December 31, 2022.

Based on 30,903,899 shares of common stock of Issuer outstanding as of November 4, 2022, as reported in the Issuer’s Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2022 filed with the U.S. Securities and Exchange Commission on November 9, 2022.

  Names of Reporting Persons

  Robert Lebowitz

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

  (a)  ☐        (b)  ☒

  SEC Use Only

  Citizenship or Place of Organization

  United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

  Sole Voting Power

  750 ⁽¹⁾

  Shared Voting Power

  0

  Sole Dispositive Power

  0

  Shared Dispositive Power

  750 ⁽¹⁾

  Aggregate Amount Beneficially Owned by Each Reporting Person

  750 ⁽¹⁾

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

  ☐

  Percent of Class Represented by Amount in Row (9)

  0.00%⁽²⁾

  Type of Reporting Person (See Instructions)

  IN

The number of shares reported as beneficially owned as of December 31, 2022.

Based on 30,903,899 shares of common stock of Issuer outstanding as of November 4, 2022, as reported in the Issuer’s Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2022 filed with the U.S. Securities and Exchange Commission on November 9, 2022.

  Names of Reporting Persons

  Kathryn Lebowitz Silverberg

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

  (a)  ☐        (b)  ☒

  SEC Use Only

  Citizenship or Place of Organization

  United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

  Sole Voting Power

  12,000 ⁽¹⁾

  Shared Voting Power

  0

  Sole Dispositive Power

  0

  Shared Dispositive Power

  12,000 ⁽¹⁾

  Aggregate Amount Beneficially Owned by Each Reporting Person

  12,000 ⁽¹⁾

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

  ☐

  Percent of Class Represented by Amount in Row (9)

  0.04%⁽²⁾

  Type of Reporting Person (See Instructions)

  IN

The number of shares reported as beneficially owned as of December 31, 2022.

Based on 30,903,899 shares of common stock of Issuer outstanding as of November 4, 2022, as reported in the Issuer’s Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2022 filed with the U.S. Securities and Exchange Commission on November 9, 2022.

  Names of Reporting Persons

  Andrew Lebowitz

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

  (a)  ☐        (b)  ☒

  SEC Use Only

  Citizenship or Place of Organization

  United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

  Sole Voting Power

  0

  Shared Voting Power

  30,000 ^{(1) (2)}

  Sole Dispositive Power

  0

  Shared Dispositive Power

  30,000 ^{(1) (2)}

  Aggregate Amount Beneficially Owned by Each Reporting Person

  30,000 ^{(1) (2)}

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

  ☐

  Percent of Class Represented by Amount in Row (9)

  0.10%⁽³⁾

  Type of Reporting Person (See Instructions)

  IN

The number of shares reported as beneficially owned as of December 31, 2022.

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

Based on 30,903,899 shares of common stock of Issuer outstanding as of November 4, 2022, as reported in the Issuer’s Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2022 filed with the U.S. Securities and Exchange Commission on November 9, 2022.

  Names of Reporting Persons

  Ashley Lebowitz

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

  (a)  ☐        (b)  ☒

  SEC Use Only

  Citizenship or Place of Organization

  United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

  Sole Voting Power

  0

  Shared Voting Power

  30,000 ^{(1) (2)}

  Sole Dispositive Power

  0

  Shared Dispositive Power

  30,000 ^{(1) (2)}

  Aggregate Amount Beneficially Owned by Each Reporting Person

  30,000 ^{(1) (2)}

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

  ☐

  Percent of Class Represented by Amount in Row (9)

  0.10%⁽³⁾

  Type of Reporting Person (See Instructions)

  IN

The number of shares reported as beneficially owned as of December 31, 2022.

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

Based on 30,903,899 shares of common stock of Issuer outstanding as of November 4, 2022, as reported in the Issuer’s Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2022 filed with the U.S. Securities and Exchange Commission on November 9, 2022.

  Names of Reporting Persons

  The Lebowitz Family Stock, LLC

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

  (a)  ☐        (b)  ☒

  SEC Use Only

  Citizenship or Place of Organization

  Delaware

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

  Sole Voting Power

  66,000⁽¹⁾

  Shared Voting Power

  0

  Sole Dispositive Power

  66,000 ⁽¹⁾

  Shared Dispositive Power

  0

  Aggregate Amount Beneficially Owned by Each Reporting Person

  66,000 ⁽¹⁾

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

  ☐

  P ercent of Class Represented by Amount in Row (9)

  0.21%⁽²⁾

  Type of Reporting Person (See Instructions)

  OO

The number of shares reported as beneficially owned as of December 31, 2022.

Based on 30,903,899 shares of common stock of Issuer outstanding as of November 4, 2022, as reported in the Issuer’s Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2022 filed with the U.S. Securities and Exchange Commission on November 9, 2022.

  Names of Reporting Persons

  Leonard S. Pearlstein

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

  (a)  ☐        (b)  ☒

  SEC Use Only

  Citizenship or Place of Organization

  United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

  Sole Voting Power

  3,800⁽¹⁾

  Shared Voting Power

  0

  Sole Dispositive Power

  0

  Shared Dispositive Power

  3,800 ⁽¹⁾

  Aggregate Amount Beneficially Owned by Each Reporting Person

  3,800 ⁽¹⁾

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

  ☐

  Percent of Class Represented by Amount in Row (9)

  0.01%⁽²⁾

  Type of Reporting Person (See Instructions)

  IN

The number of shares reported as beneficially owned as of December 31, 2022.

Based on 30,903,899 shares of common stock of Issuer outstanding as of November 4, 2022, as reported in the Issuer’s Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2022 filed with the U.S. Securities and Exchange Commission on November 9, 2022.

  Names of Reporting Persons

  Susan Pearlstein

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

  (a)  ☐        (b)  ☒

  SEC Use Only

  Citizenship or Place of Organization

  United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

  Sole Voting Power

  3,250 ^{(1) (2)}

  Shared Voting Power

  0

  Sole Dispositive Power

  0

  Shared Dispositive Power

  3,250 ^{(1) (2)}

  Aggregate Amount Beneficially Owned by Each Reporting Person

  3,250 ^{(1) (2)}

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

  ☐

  Percent of Class Represented by Amount in Row (9)

  0.01%⁽³⁾

  Type of Reporting Person (See Instructions)

  IN

The number of shares reported as beneficially owned as of December 31, 2022.

This number includes shares held by the LSP CP Trust, a trust over which Susan Pearlstein serves as trustee.

Based on 30,903,899 shares of common stock of Issuer outstanding as of November 4, 2022, as reported in the Issuer’s Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2022 filed with the U.S. Securities and Exchange Commission on November 9, 2022.

  Names of Reporting Persons

  Debra Paul

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

  (a)  ☐        (b)  ☒

  SEC Use Only

  Citizenship or Place of Organization

  United States

Number of

Shares

 Beneficially 

Owned by

Each

Reporting

Person

With

  Sole Voting Power

  2,400⁽¹⁾

  Shared Voting Power

  0

  Sole Dispositive Power

  0

  Shared Dispositive Power

  2,400 ⁽¹⁾

  Aggregate Amount Beneficially Owned by Each Reporting Person

  2,400 ⁽¹⁾

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

  ☐

  Percent of Class Represented by Amount in Row (9)

  0.01%⁽²⁾

  Type of Reporting Person (See Instructions)

  IN

The number of shares reported as beneficially owned as of December 31, 2022.

Based on 30,903,899 shares of common stock of Issuer outstanding as of November 4, 2022, as reported in the Issuer’s Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2022 filed with the U.S. Securities and Exchange Commission on November 9, 2022.

Name of Issuer

Ebix, Inc.

Address of Issuer’s Principal Executive Offices

1 Ebix Way

Johns Creek, Georgia 30097

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, Leonard S. Pearlstein, Susan Pearlstein and Debra Paul (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.

Address of Principal Business Office or, if none, Residence

1333 Second Street, Suite 650

Santa Monica, CA 90401

Citizenship

See responses to Item 4 on each cover page.

Title of Class of Securities

Common Stock

CUSIP Number

278715206

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

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

Ownership

Amount beneficially owned:

See responses to Item 9 on each cover page.

Percent of class:

See responses to Item 11 on each cover page.

Sole power to vote or to direct the vote

See responses to Item 5 on each cover page.

Shared power to vote or to direct the vote

See responses to Item 6 on each cover page.

Sole power to dispose or to direct the disposition of

See responses to Item 7 on each cover page.

Shared power to dispose or to direct the disposition of

See responses to Item 8 on each cover page.

Ownership of Five Percent or Less of a Class

Ownership of More than Five Percent on Behalf of Another Person

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

Identification and Classification of Members of the Group

Notice of Dissolution of Group

Certification

/s/ Andrew Collins, Attorney-In-Fact

/s/ Andrew Collins, Attorney-In-Fact

/s/ Andrew Collins, Attorney-In-Fact

/s/ Andrew Collins, Attorney-In-Fact

/s/ Andrew Collins, Attorney-In-Fact

/s/ Andrew Collins, Attorney-In-Fact

/s/ Andrew Collins, Attorney-In-Fact

/s/ Andrew Collins, Attorney-In-Fact

/s/ Andrew Collins, Attorney-In-Fact

/s/ Andrew Collins, Attorney-In-Fact

/s/ Andrew Collins, Attorney-In-Fact

Previously filed.