Scouting report · VYX
James G. Kelly
Ex-EVO Payments CEO; NCR Voyix chair from the 2023 spin, CEO since Feb 2025
—thin record
Not ranked yet
Scouting sheet
as of 24 Sep 2026Delivers guidance—no promises on the record yet
Answers the question—no call reviewed yet
Capital allocation—company not reviewed yet
Pay design7590% performance-conditioned · ebitda, revenue, strategic, fcf, relative tsr, time only · 98.7% for · 10.36% of net income
Skin in the game—no holding or price on file
- Age
- 64src
- In the role
- 2 yr
- Promises scored
- 0
- Hit rate
- —
- Dodges / 100 answers
- —
- Airtime on calls
- —
Every promise, oldest firstno scored promises yet
What to weigh
Watch 4
- First full year as CEO missed both bonus thresholds: 2025 adjusted EBITDA $425m (threshold $428m, target $475m) and revenue $2,687m (threshold $2,716m, target $2,859m). The committee used negative discretion to pay zero; he got no bonussrc
- Holds 104,239 performance RSUs (Nov 2024, as Executive Chair) that vest only if the 20-day average price reaches $22 by 2027-11-08; Form 4 prices in 2026 ran $6.50-$8.74src
- Letter agreement: equity vests on retirement at 65 with five years' combined service (he was 64 in April 2026); cash severance paid in three annual instalments; three-year non-competesrc
- Small stake for a CEO: 251,483 shares, about 0.18% of the common, all held through family trustssrc
Career
- 2025 – nowNCR Voyixsrc
President & CEO; director
Effective 2025-02-04, succeeding David Wilkinson, whose exit was treated as a termination without cause - 2024 – 2025
- 2023 – 2024NCR Voyixsrc
Independent Chair of the Board
From the Atleos spin-off (2023-10-16) to May 2024 (8K-2023-10-17) - 2012 – 2023EVO Payments (EVO LLC; EVO Payments, Inc. from its 2018 IPO)src
CEO; board of managers, then director
CEO of EVO LLC from January 2012; CEO and director of EVO Payments, Inc. from May 2018 until its acquisition by Global Payments in March 2023 (DEF14A-2026) - 2008 – 2010Global Payments Inc.src
President
November 2008 to June 2010. NCR Voyix's filings say 'President and Chief Operating Officer from 2006 to 2010'; the dates differ between the two companies' filings - 2004 – 2008
- 2001 – 2005Global Payments Inc.src
Chief Financial Officer
February 2001 to October 2005. DEF14A-2026 says Senior EVP and CFO 2000 to 2005 - 1996 – 2000Alvarez & Marsalsrc
Managing Director
March 1996 to April 2000; the 2023 NCR Voyix 8-K says he spent 10 years at A&M, which the dated filings do not show - 1989 – 1990
Not located: 2010-06 to 2012-01 (between Global Payments and EVO) and 2023-03 to 2023-10 (between EVO's sale and the NCR spin) are not described in any filing read, beyond the advisory and board roles listed in 8K-2023-10-17; 1990-1996 not located
Achievements
- Ran EVO Payments as CEO from January 2012 through its May 2018 IPO to its sale to Global Payments in March 2023src
- Global Payments CFO (2001-2005), Senior EVP (2004-2008) and President (2008-2010)src
- Chaired NCR Voyix from the October 2023 Atleos spin-off; became Executive Chair in May 2024 and CEO in February 2025src
- As CEO has outsourced hardware design and manufacturing to Ennoconn (completed March 2026) and announced the sale of the Japan banking technology business (March 2026)src
Education
- University of Massachusetts, Amherst, Bachelor'ssrc
Background
- Family The appointment 8-K states no family relationships with any director or executive officer and no Item 404(a) transactionsrc
- Family His reported shares sit in two family trusts: a 2012 grantor trust whose trustee is his son, and a family gift trust of which he is trusteesrc
- Family In May 2026 he gave his directly held shares to his spouse, who moved them in August 2026 to the family gift trust, whose sole beneficiaries are his immediate familysrc
- Boards Director of Great Gray Trust Company; investment committee member of a Madison Dearborn Partners affiliated fundsrc
- Investing In October 2023 also sat on the advisory boards of Madison Dearborn Partners, Broad Sky Partners and New Mountain Capital and on the board of MoneyGram Internationalsrc
- Service Served (as of October 2023) on the U.S. Department of Homeland Security's National Commercial Fishing Safety Advisory Committeesrc
- Other Brought EVO colleagues into the top team: Darren Wilson (EVO President, International 2014-2023) now runs Retail & Payments, and Kelli Sterrett (EVO General Counsel) is General Counselsrc
- Other Jeffrey Sloan, Global Payments CEO 2013-2023 (the buyer of EVO), joined the NCR Voyix board as an independent director in March 2025src
The promise ledger
No promise on the record yet: the research routine has not scored this company's guidance.
Sources
13- Filing NCR Voyix DEF 14A, 2026 annual meeting (accession 0000070866-26-000010) · 2026-04-21
- Filing NCR Voyix 8-K Items 5.02/5.07, 2026 annual meeting results (0000070866-26-000023) · 2026-06-08
- Filing NCR Voyix 8-K Item 5.02, Kelly appointed President & CEO, Wilkinson departs (0001193125-25-020393) · 2025-02-05
- Filing NCR Voyix 8-K Item 5.02, stock-price-hurdle PBRSU grants (0000070866-24-000038) · 2024-11-12
- Filing NCR Voyix 8-K, spin-off completion and new board incl. director bios (0001193125-23-257806) · 2023-10-17
- Filing NCR Voyix 10-K for FY2025 (0000070866-26-000006) · 2026-02-26
- Filing SEC XBRL companyconcept us-gaap/NetIncomeLoss, CIK 70866 (FY2025 10-K, 0000070866-26-000006) · 2026-02-26
- Filing EVO Payments, Inc. IPO prospectus, 424B4 (0001193125-18-172449), Directors and executive officers · 2018-05-25
- Filing Form 4, James G. Kelly (reporting CIK 1226014), RSU vesting and 2026 RSU grant of 2026-03-03 (0001226014-26-000002) · 2026-03-04
- Filing Form 4, James G. Kelly, RSU vesting of 2026-03-15 (0001226014-26-000004) · 2026-03-16
- Filing Form 4, James G. Kelly, gift to spouse of 2026-05-12 (0001226014-26-000006) · 2026-05-13
- Filing Form 4, James G. Kelly, transfer to family gift trust of 2026-08-11 (0001226014-26-000008) · 2026-08-12
- Web search result WebSearch: James G. Kelly EVO Payments CEO / Global Payments biography (result pointed to the EVO 424B4 and DRS filings) · 2026-09-24