Filing Details

1	NAMES OF REPORTING PERSONS
	Steven Ibbotson
2	CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
	(a)☐
	(b)☐
3	SEC USE ONLY
4	CITIZENSHIP OR PLACE OF ORGANIZATION
	Canada
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH		5	SOLE VOTING POWER
			3,095,137(1)
		6	SHARED VOTING POWER
			0
		7	SOLE DISPOSITIVE POWER
			3,095,137(1)
		8	SHARED DISPOSITIVE POWER
			0
9	AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
	3,095,137(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)
	24.4%
12	TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
	IN

 

 

 

(a)

Name of Issuer: Liberty Tax, Inc.

(b)

Address of Issuer's Principal Executive Offices: 1716 Corporate Landing Parkway, Virginia Beach, VA  23454

(a)

Name of Person Filing: Datatax Business Services Ltd.

(b)

Address of Principal Business Office:  2109 Oxford St., London, Ontario, Canada NSY 553.

(c)

Citizenship: Canada

(d)

Title and Class of Securities: Class A Common Stock

(e)

CUSIP No.: None.

 

 

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 associations 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 § 240.13d-1(b)(1)(ii)(J);

k.

[ ] 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: ____

As of December 31, 2017, Steven Ibbotson (the "Reporting Person") beneficially owned 3,095,137¹ shares of Class A Common Stock of the Issuer (the "Shares"), representing approximately 24.4% of the total Shares outstanding. This percentage of Shares is based upon 12,682,550 Shares outstanding as of July 31, 2017, as reported in the Quarterly Report on Form 10-Q for the period ended July 31, 2017, filed by the Issuer with the U.S. Securities and Exchange Commission (the "SEC") on September 11, 2017.

 

The Reporting Person has the sole power (a) to vote or to direct the vote of and (b) to dispose or to direct the disposition of, the foregoing shares described in this Item 4.

 

 

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N/A.

N/A.

N/A

N/A

N/A

N/A

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.