SC 13G/A

 

 

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

 

 

SCHEDULE 13G

(Rule 13d-102)

Information To Be Included In Statements Filed

Pursuant To Rules 13d-1(B), (C) And (D) And

Amendments Thereto Filed Pursuant To Rule 13d-2(B)

(Amendment No. 5)*

 

 

OLD DOMINION FREIGHT LINE, INC.

(Name of Issuer)

Common Stock (par value $0.10 per share)

(Title of Class of Securities)

679580100

(CUSIP Number)

December 31, 2012

(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)

x Rule 13d-1(d)

 

* 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.

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. 679580100  

 

  1.   

NAME OF REPORTING PERSON

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Audrey L. Congdon

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨        (b)  x

 

  3.  

SEC USE ONLY

 

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

    USA

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH:

   5.    

SOLE VOTING POWER

 

    3,230,745 (See Item 4)

   6.   

SHARED VOTING POWER

 

    1,280,738 (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

    3,230,745 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

    1,280,738 (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

    4,511,483

10.  

CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES  ¨

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

    5.2%

12.  

TYPE OF REPORTING PERSON

 

    IN (See Item 4)

 

 

Page 2 of 24 pages


CUSIP No. 679580100  

 

  1.   

NAME OF REPORTING PERSON

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Audrey Lee Congdon Revocable Trust, dated February 17, 2005

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨        (b)  x

 

  3.  

SEC USE ONLY

 

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

    North Carolina

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH:

   5.    

SOLE VOTING POWER

 

    1,038,348 (See Item 4)

   6.   

SHARED VOTING POWER

 

    -0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

    1,038,348 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

    -0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

    1,038,348

10.  

CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES  ¨

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

    1.2%

12.  

TYPE OF REPORTING PERSON

 

    OO (See Item 4)

 

 

Page 3 of 24 pages


CUSIP No. 679580100  

 

  1.   

NAME OF REPORTING PERSON

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Karen C. Pigman February 2009 Grantor Retained Annuity Trust

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨        (b)  x

 

  3.  

SEC USE ONLY

 

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

    North Carolina

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH:

   5.    

SOLE VOTING POWER

 

    173,286 (See Item 4)

   6.   

SHARED VOTING POWER

 

    -0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

    173,286 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

    -0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

    173,286

10.  

CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES  ¨

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

    0.2%

12.  

TYPE OF REPORTING PERSON

 

    OO (See Item 4)

 

 

Page 4 of 24 pages


CUSIP No. 679580100  

 

  1.   

NAME OF REPORTING PERSON

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Karen C. Pigman February 2011 Grantor Retained Annuity Trust

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨        (b)  x

 

  3.  

SEC USE ONLY

 

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

    North Carolina

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH:

   5.    

SOLE VOTING POWER

 

    257,943 (See Item 4)

   6.   

SHARED VOTING POWER

 

    -0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

    257,943 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

    -0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

    257,943

10.  

CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES  ¨

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

    0.3%

12.  

TYPE OF REPORTING PERSON

 

    OO (See Item 4)

 

 

Page 5 of 24 pages


CUSIP No. 679580100  

 

  1.   

NAME OF REPORTING PERSON

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Irrevocable Trust, dated December 18, 1998, fbo Megan Yowell

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨        (b)  x

 

  3.  

SEC USE ONLY

 

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

    North Carolina

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH:

   5.    

SOLE VOTING POWER

 

    90,510 (See Item 4)

   6.   

SHARED VOTING POWER

 

    -0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

    90,510 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

    -0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

    90,510

10.  

CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES  ¨

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

    0.1%

12.  

TYPE OF REPORTING PERSON

 

    OO (See Item 4)

 

 

Page 6 of 24 pages


CUSIP No. 679580100  

 

  1.   

NAME OF REPORTING PERSON

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Irrevocable Trust, dated December 18, 1998, fbo Seth Yowell

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨        (b)  x

 

  3.  

SEC USE ONLY

 

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

    North Carolina

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH:

   5.    

SOLE VOTING POWER

 

    90,510 (See Item 4)

   6.   

SHARED VOTING POWER

 

    -0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

    90,510 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

    -0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

    90,510

10.  

CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES  ¨

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

    0.1%

12.  

TYPE OF REPORTING PERSON

 

    OO (See Item 4)

 

 

Page 7 of 24 pages


CUSIP No. 679580100  

 

  1.   

NAME OF REPORTING PERSON

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Melissa Penley Trust #1

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨        (b)  x

 

  3.  

SEC USE ONLY

 

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

    North Carolina

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH:

   5.    

SOLE VOTING POWER

 

    212,345 (See Item 4)

   6.   

SHARED VOTING POWER

 

    -0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

    212,345 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

    -0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

    212,345

10.  

CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES  ¨

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

    0.2%

12.  

TYPE OF REPORTING PERSON

 

    OO (See Item 4)

 

 

Page 8 of 24 pages


CUSIP No. 679580100  

 

  1.   

NAME OF REPORTING PERSON

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Matthew Penley Trust #1

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨        (b)  x

 

  3.  

SEC USE ONLY

 

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

    North Carolina

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH:

   5.    

SOLE VOTING POWER

 

    212,344 (See Item 4)

   6.   

SHARED VOTING POWER

 

    -0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

    212,344 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

    -0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

    212,344

10.  

CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES  ¨

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

    0.2%

12.  

TYPE OF REPORTING PERSON

 

    OO (See Item 4)

 

 

Page 9 of 24 pages


CUSIP No. 679580100  

 

  1.   

NAME OF REPORTING PERSON

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Mark Penley Trust #1

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨        (b)  x

 

  3.  

SEC USE ONLY

 

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

    North Carolina

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH:

   5.    

SOLE VOTING POWER

 

    212,341 (See Item 4)

   6.   

SHARED VOTING POWER

 

    -0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

    212,341 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

    -0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

    212,341

10.  

CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES  ¨

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

    0.2%

12.  

TYPE OF REPORTING PERSON

 

    OO (See Item 4)

 

 

Page 10 of 24 pages


CUSIP No. 679580100  

 

  1.   

NAME OF REPORTING PERSON

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Seth Morgan Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨        (b)  x

 

  3.  

SEC USE ONLY

 

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

    North Carolina

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH:

   5.    

SOLE VOTING POWER

 

    159,903 (See Item 4)

   6.   

SHARED VOTING POWER

 

    -0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

    159,903 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

    -0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

    159,903

10.  

CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES  ¨

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

    0.2%

12.  

TYPE OF REPORTING PERSON

 

    OO (See Item 4)

 

 

Page 11 of 24 pages


CUSIP No. 679580100  

 

  1.   

NAME OF REPORTING PERSON

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Megan Elise Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨        (b)  x

 

  3.  

SEC USE ONLY

 

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

    North Carolina

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH:

   5.    

SOLE VOTING POWER

 

    159,903 (See Item 4)

   6.   

SHARED VOTING POWER

 

    -0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

    159,903 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

    -0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

    159,903

10.  

CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES  ¨

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

    0.2%

12.  

TYPE OF REPORTING PERSON

 

    OO (See Item 4)

 

 

Page 12 of 24 pages


CUSIP No. 679580100  

 

  1.   

NAME OF REPORTING PERSON

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Audrey Lee Congdon Grantor Retained Annuity Trust 2012

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨        (b)  x

 

  3.  

SEC USE ONLY

 

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

    North Carolina

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH:

   5.    

SOLE VOTING POWER

 

    327,582 (See Item 4)

   6.   

SHARED VOTING POWER

 

    -0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

    327,582 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

    -0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

    327,582

10.  

CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES  ¨

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

    0.4%

12.  

TYPE OF REPORTING PERSON

 

    OO (See Item 4)

 

 

Page 13 of 24 pages


CUSIP No. 679580100  

 

  1.   

NAME OF REPORTING PERSON

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Earl E. Congdon GRAT Remainder Trust

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨        (b)  x

 

  3.  

SEC USE ONLY

 

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

    Florida

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH:

   5.    

SOLE VOTING POWER

 

    -0- (See Item 4)

   6.   

SHARED VOTING POWER

 

    645,976 (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

    -0- (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

    645,976 (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

    645,976

10.  

CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES  ¨

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

    0.7%

12.  

TYPE OF REPORTING PERSON

 

    OO (See Item 4)

 

 

Page 14 of 24 pages


CUSIP No. 679580100  

 

  1.   

NAME OF REPORTING PERSON

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

1998 Earl E. Congdon Family Trust

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨        (b)  x

 

  3.  

SEC USE ONLY

 

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

    Virginia

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH:

   5.    

SOLE VOTING POWER

 

    -0- (See Item 4)

   6.   

SHARED VOTING POWER

 

    316,405 (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

    -0- (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

    316,405 (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

    316,405

10.  

CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES  ¨

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

    0.4%

12.  

TYPE OF REPORTING PERSON

 

    OO (See Item 4)

 

 

Page 15 of 24 pages


CUSIP No. 679580100  

 

  1.   

NAME OF REPORTING PERSON

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Earl and Kathryn Congdon Family Irrevocable Trust - 2011

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨        (b)  x

 

  3.  

SEC USE ONLY

 

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

    Florida

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH:

   5.    

SOLE VOTING POWER

 

    -0- (See Item 4)

   6.   

SHARED VOTING POWER

 

    318,357 (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

    -0- (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

    318,357 (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

    318,357

10.  

CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES  ¨

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

    0.4%

12.  

TYPE OF REPORTING PERSON

 

    OO (See Item 4)

 

 

Page 16 of 24 pages


CUSIP No. 679580100  

 

  1.   

NAME OF REPORTING PERSON

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Karen C. Pigman Irrevocable Trust Number One

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨        (b)  x

 

  3.  

SEC USE ONLY

 

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

    North Carolina

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH:

   5.    

SOLE VOTING POWER

 

    211,605 (See Item 4)

   6.   

SHARED VOTING POWER

 

    -0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

    211,605 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

    -0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

    211,605

10.  

CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES  ¨

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

    0.2%

12.  

TYPE OF REPORTING PERSON

 

    OO (See Item 4)

 

 

Page 17 of 24 pages


CUSIP No. 679580100  

 

  1.   

NAME OF REPORTING PERSON

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

David S. Congdon and Helen S. Congdon Irrevocable Inter Vivos Trust Dated April 20, 2011

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨        (b)  x

 

  3.  

SEC USE ONLY

 

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

    North Carolina

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH:

   5.    

SOLE VOTING POWER

 

    55,545 (See Item 4)

   6.   

SHARED VOTING POWER

 

    -0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

    55,545 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

    -0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

    55,545

10.  

CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES  ¨

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

    0.1%

12.  

TYPE OF REPORTING PERSON

 

    OO (See Item 4)

 

 

Page 18 of 24 pages


CUSIP No. 679580100  

 

Item 1.  

(a)

   Name of Issuer:      
     Old Dominion Freight Line, Inc.      
 

(b)

   Address of Issuer’s Principal Executive Offices:      
    

500 Old Dominion Way

Thomasville, NC 27360

     
Item 2.  

(a)

   Names of Persons Filing:      
     (i)    Audrey L. Congdon      
     (ii)    Audrey Lee Congdon Revocable Trust, dated February 17, 2005      
     (iii)    Karen C. Pigman February 2009 Grantor Retained Annuity Trust      
     (iv)    Karen C. Pigman February 2011 Grantor Retained Annuity Trust      
     (v)    Irrevocable Trust Agreement, dated December 18, 1998, fbo Megan Yowell      
     (vi)    Irrevocable Trust Agreement, dated December 18, 1998, fbo Seth Yowell      
     (vii)    Melissa Penley Trust #1      
     (viii)    Matthew Penley Trust #1      
     (ix)    Mark Penley Trust #1      
     (x)    Seth Morgan Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010      
     (xi)    Megan Elise Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010      
     (xii)    Audrey Lee Congdon Grantor Retained Annuity Trust 2012      
     (xiii)    Earl E. Congdon GRAT Remainder Trust      
     (xiv)    1998 Earl E. Congdon Family Trust      
     (xv)    Earl and Kathryn Congdon Family Irrevocable Trust - 2011      
     (xvi)    Karen C. Pigman Irrevocable Trust Number One      
     (xvii)    David S. Congdon and Helen S. Congdon Irrevocable Inter Vivos Trust Dated April 20, 2011      
 

(b)

   Address of Principal Business Office or, if None, Residence:      
    

As to (i), (ii), (v),

(vi), and (x) through (xii):

     

606 Hillcrest Drive

High Point, NC 27262

     
     As to (iii), (iv), (vii) through (ix), and (xvi):      

602 Hillcrest Drive

High Point, NC 27262

     
     As to (xiii) and (xv):      

20 Harborage Isle

Fort Lauderdale, FL 33316

     
     As to (xiv) and (xvii):      

500 Old Dominion Way

Thomasville, NC 27360

     
 

(c)

   Citizenship:      
     As to (i):                   USA      
     As to (ii) through (xii), (xvi), and (xvii):                   North Carolina      
     As to (xiii) and (xv):                   Florida      
     As to (xiv):                   Virginia      
 

(d)

   Title of Class of Securities:      
     Common Stock ($0.10 par value)      
 

(e)

   CUSIP Number:      
     679580100      
Item 3.   If this Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a:   
  Not Applicable. This is a joint filing by the persons identified in Item 2, above, pursuant to Rules 13d-1(d) and Rule 13d-1(k) but not a group filing.   

 

Page 19 of 24 pages


CUSIP No. 679580100  

 

Item 4.    Ownership.      
   The securities reported herein are beneficially owned by Audrey L. Congdon; the Audrey Lee Congdon Revocable Trust, dated February 17, 2005; the Karen C. Pigman February 2009 Grantor Retained Annuity Trust; the Karen C. Pigman February 2011 Grantor Retained Annuity Trust; an Irrevocable Trust Agreement, dated December 18, 1998, fbo Megan Yowell; an Irrevocable Trust Agreement, dated December 18, 1998, fbo Seth Yowell; the Melissa Penley Trust #1; the Matthew Penley Trust #1; the Mark Penley Trust #1; the Seth Morgan Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010; the Megan Elise Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010; the Audrey Lee Congdon Grantor Retained Annuity Trust 2012; the Earl E. Congdon GRAT Remainder Trust; the 1998 Earl E. Congdon Family Trust; the Earl and Kathryn Congdon Family Irrevocable Trust – 2011; the Karen C. Pigman Irrevocable Trust Number One; and the David S. Congdon and Helen S. Congdon Irrevocable Inter Vivos Trust Dated April 20, 2011. The total securities reported is 4,511,483 shares of the Issuer’s Common Stock, which constitutes 5.2% of such shares as of December 31, 2012.      
   As of December 31, 2012, Audrey L. Congdon has sole voting and dispositive power with respect to 3,230,745 shares (3.7%) of the Issuer’s Common Stock, consisting of 28,580 shares held by Audrey L. Congdon; 1,038,348 shares held by the Audrey Lee Congdon Revocable Trust, dated February 17, 2005; 173,286 shares held by the Karen C. Pigman February 2009 Grantor Retained Annuity Trust; 257,943 shares held by the Karen C. Pigman February 2011 Grantor Retained Annuity Trust; 90,510 shares held by an Irrevocable Trust Agreement, dated December 18, 1998, fbo Megan Yowell; 90,510 shares held by an Irrevocable Trust Agreement, dated December 18, 1998, fbo Seth Yowell; 212,345 shares held by the Melissa Penley Trust #1; 212,344 shares held by the Matthew Penley Trust #1; 212,341 shares held by the Mark Penley Trust #1; 159,903 shares held by the Seth Morgan Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010; 159,903 shares held by the Megan Elise Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010; 327,582 shares held by the Audrey Lee Congdon Grantor Retained Annuity Trust 2012; 211,605 shares held by the Karen C. Pigman Irrevocable Trust Number One; and 55,545 shares held by the David S. Congdon and Helen S. Congdon Irrevocable Inter Vivos Trust Dated April 20, 2011. She shares voting and dispositive power with respect to 1,280,738 shares (1.5%) of the Issuer’s Common Stock, consisting of 645,976 shares held by the Earl E. Congdon GRAT Remainder Trust; 316,405 shares held by the 1998 Earl E. Congdon Family Trust; and 318,357 shares held by the Earl and Kathryn Congdon Family Irrevocable Trust – 2011. The share ownership reported in this Schedule 13G does not include 143,491 shares formerly owned by John B. Yowell which are now held by the Estate of John B. Yowell pending disposition according to his will. John B. Yowell, the husband of Audrey Congdon, passed away on December 29, 2010. Audrey L. Congdon beneficially owns a total of 4,511,483 shares (5.2%) of the Issuer’s Common Stock.      
   As of December 31, 2012, the Audrey Lee Congdon Revocable Trust, dated February 17, 2005, beneficially owns 1,038,348 shares (1.2%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares.      
   As of December 31, 2012, the Karen C. Pigman February 2009 Grantor Retained Annuity Trust beneficially owns 173,286 shares (0.2%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares.      
   As of December 31, 2012, the Karen C. Pigman February 2011 Grantor Retained Annuity Trust beneficially owns 257,943 shares (0.3%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares.      
   As of December 31, 2012, an Irrevocable Trust Agreement, dated December 18, 1998, fbo Megan Yowell, beneficially owns 90,510 shares (0.1%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares.      
   As of December 31, 2012, an Irrevocable Trust Agreement, dated December 18, 1998, fbo Seth Yowell, beneficially owns 90,510 shares (0.1%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares.      
   As of December 31, 2012, the Melissa Penley Trust #1 beneficially owns 212,345 shares (0.2%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares.      
   As of December 31, 2012, the Matthew Penley Trust #1 beneficially owns 212,344 shares (0.2%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares.      
   As of December 31, 2012, the Mark Penley Trust #1 beneficially owns 212,341 shares (0.2%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares.      
   As of December 31, 2012, the Seth Morgan Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010 beneficially owns 159,903 shares (0.2%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares.      
   As of December 31, 2012, the Megan Elise Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010 beneficially owns 159,903 shares (0.2%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares.      
   As of December 31, 2012, the Audrey Lee Condon Grantor Retained Annuity Trust 2012 beneficially owns 327,582 shares (0.4%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares.      
   As of December 31, 2012, the Earl E. Congdon GRAT Remainder Trust beneficially owns 645,976 shares (0.7%) of the Issuer’s Common Stock. Audrey L. Congdon, as Co-Trustee of that trust, shares voting and dispositive power over these shares.      
   As of December 31, 2012, the 1998 Earl E. Congdon Family Trust beneficially owns 316,405 shares (0.4%) of the Issuer’s Common Stock. Audrey L. Congdon, as Co-Trustee of that trust, shares voting and dispositive power over these shares.      
   As of December 31, 2012, the Earl and Kathryn Congdon Family Irrevocable Trust - 2011 beneficially owns 318,357 shares (0.4%) of the Issuer’s Common Stock. Audrey L. Congdon, as Co-Trustee of that trust, shares voting and dispositive power over these shares.      
   As of December 31, 2012, the Karen C. Pigman Irrevocable Trust Number One beneficially owns 211,605 shares (0.2%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares.      
   As of December 31, 2012, the David S. Congdon and Helen S. Congdon Irrevocable Inter Vivos Trust Dated April 20, 2011 beneficially owns 55,545 shares (0.1%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares.      
   (a)    Amount beneficially owned:      
      (i)    4,511,483      
      (ii)    1,038,348      
      (iii)    173,286      
      (iv)    257,943      
      (v)    90,510      
      (vi)    90,510      
      (vii)    212,345      
      (viii)    212,344      
      (ix)    212,341      
      (x)    159,903      
      (xi)    159,903      
      (xii)    327,582      
      (xiii)    645,976      
      (xiv)    316,405      
      (xv)    318,357      
      (xvi)    211,605      
      (xvii)    55,545      
   (b)    Percent of Class:      
      (i)    5.2%      
      (ii)    1.2%      
      (iii)    0.2%      
      (iv)    0.3%      
      (v)    0.1%      
      (vi)    0.1%      
      (vii)    0.2%      
      (viii)    0.2%      
      (ix)    0.2%      
      (x)    0.2%      
      (xi)    0.2%      
      (xii)    0.4%      
      (xiii)    0.7%      
      (xiv)    0.4%      
      (xv)    0.4%      
      (xvi)    0.2%      
      (xvii)    0.1%      
   (c)    Number of Shares as to which such person has:      
      (i)    Sole power to vote or to direct the vote      
         (i)    3,230,745      
         (ii)    1,038,348      
         (iii)    173,286      
         (iv)    257,943      
         (v)    90,510      
         (vi)    90,510      
         (vii)    212,345      
         (viii)    212,344      
         (ix)    212,341      
         (x)    159,903      
         (xi)    159,903      
         (xii)    327,582      
         (xiii)    -0-      
         (xiv)    -0-      
         (xv)    -0-      
         (xvi)    211,605      
         (xvii)    55,545      
      (ii)    Shared power to vote or to direct the vote      
         (i)    1,280,738      
         (ii)   

-0-

     
         (iii)    -0-      
         (iv)    -0-      
         (v)    -0-      
         (vi)    -0-      
         (vii)    -0-      
         (viii)    -0-      
         (ix)    -0-      
         (x)    -0-      
         (xi)    -0-      
         (xii)    -0-      
         (xiii)    645,976      
         (xiv)    316,405      
         (xv)    318,357      
         (xvi)    -0-      
         (xvii)    -0-      
      (iii)    Sole power to dispose or to direct the disposition of      
         (i)    3,230,745      
         (ii)    1,038,348      
         (iii)    173,286      
         (iv)    257,943      
         (v)    90,510      
         (vi)    90,510      
         (vii)    212,345      
         (viii)    212,344      
         (ix)    212,341      
         (x)    159,903      
         (xi)    159,903      
         (xii)    327,582      
         (xiii)    -0-      
         (xiv)    -0-      
         (xv)    -0-      
         (xvi)    211,605      
         (xvii)    55,545      
      (iv)    Shared power to dispose or to direct the disposition of      
         (i)    1,280,738      
         (ii)    -0-      
         (iii)    -0-      
         (iv)    -0-      
         (v)    -0-      
         (vi)    -0-      
         (vii)    -0-      
         (viii)    -0-      
         (ix)    -0-      
         (x)    -0-      
         (xi)    -0-      
         (xii)    -0-      
         (xiii)    645,976      
         (xiv)    316,405      
         (xv)    318,357      
         (xvi)    -0-      
         (xvii)    -0-      
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      
   See information in Item 4, above.      
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      
   See Item 3 and Item 4, above.      
Item 9.    Notice of Dissolution of Group      
   Not Applicable
Item 10.    Certifications      
   Not Applicable
   This report shall not be construed as an admission by the persons filing the report that they are the beneficial owner of any securities covered by this report.

 

Page 20 of 24 pages


CUSIP No. 679580100  

SIGNATURES

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

February 12, 2013

 

AUDREY L. CONGDON

/s/ Audrey L. Congdon

Audrey L. Congdon
AUDREY LEE CONGDON REVOCABLE TRUST, DATED FEBRUARY 17, 2005
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
KAREN C. PIGMAN FEBRUARY 2009 GRANTOR RETAINED ANNUITY TRUST
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
KAREN C. PIGMAN FEBRUARY 2011 GRANTOR RETAINED ANNUITY TRUST
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO MEGAN YOWELL
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO SETH YOWELL
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
MELISSA PENLEY TRUST #1
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
MATTHEW PENLEY TRUST #1
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
MARK PENLEY TRUST #1
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee

 

Page 21 of 24 pages


CUSIP No. 679580100  

 

SETH MORGAN YOWELL IRREVOCABLE INTER VIVOS TRUST DATED AUGUST 25, 2010
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
MEGAN ELISE YOWELL IRREVOCABLE INTER VIVOS TRUST DATED AUGUST 25, 2010
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
AUDREY LEE CONGDON GRANTOR RETAINED ANNUITY TRUST 2012
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
EARL E. CONGDON GRAT REMAINDER TRUST
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Co-Trustee
1998 EARL E. CONGDON FAMILY TRUST
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Co-Trustee
EARL AND KATHRYN CONGDON FAMILY IRREVOCABLE TRUST - 2011
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Co-Trustee
KAREN C. PIGMAN IRREVOCABLE TRUST NUMBER ONE
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
DAVID S. CONGDON AND HELEN S. CONGDON IRREVOCABLE INTER VIVOS TRUST DATED APRIL 20, 2011
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee

 

Page 22 of 24 pages


CUSIP No. 679580100  

JOINT FILING AGREEMENT

In accordance with Rule 13d-1(k)(1) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agrees to the joint filing with each other of the attached statement on Schedule 13G/A and to all amendments to such statement and that such statement and all amendments to such statement is made on behalf of each of them.

IN WITNESS WHEREOF, the undersigned hereby execute this agreement on February 12, 2013.

 

AUDREY L. CONGDON

/s/ Audrey L. Congdon

Audrey L. Congdon
AUDREY LEE CONGDON REVOCABLE TRUST, DATED FEBRUARY 17, 2005
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
KAREN C. PIGMAN FEBRUARY 2009 GRANTOR RETAINED ANNUITY TRUST
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
KAREN C. PIGMAN FEBRUARY 2011 GRANTOR RETAINED ANNUITY TRUST
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO MEGAN YOWELL
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO SETH YOWELL
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
MELISSA PENLEY TRUST #1
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
MATTHEW PENLEY TRUST #1
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
MARK PENLEY TRUST #1
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee

 

Page 23 of 24 pages


CUSIP No. 679580100  

 

SETH MORGAN YOWELL IRREVOCABLE INTER VIVOS TRUST DATED AUGUST 25, 2010
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
MEGAN ELISE YOWELL IRREVOCABLE INTER VIVOS TRUST DATED AUGUST 25, 2010
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
AUDREY LEE CONGDON GRANTOR RETAINED ANNUITY TRUST 2012
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
EARL E. CONGDON GRAT REMAINDER TRUST
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Co-Trustee
1998 EARL E. CONGDON FAMILY TRUST
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Co-Trustee
EARL AND KATHRYN CONGDON FAMILY IRREVOCABLE TRUST - 2011
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Co-Trustee
KAREN C. PIGMAN IRREVOCABLE TRUST NUMBER ONE
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
DAVID S. CONGDON AND HELEN S. CONGDON IRREVOCABLE INTER VIVOS TRUST DATED APRIL 20, 2011
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee

 

Page 24 of 24 pages