2014dsc13ga
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. 19)*
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, 2013
(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)
ý 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).
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1. | NAME OF REPORTING PERSON |
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
David S. Congdon
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2. | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a)
(b) [X]
| |
4. | CITIZENSHIP OR PLACE OF ORGANIZATION |
USA
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH:
5. SOLE VOTING POWER
1,993,973 (See Item 4)
6. SHARED VOTING POWER
2,689,656 (See Item 4)
7. SOLE DISPOSITIVE POWER
1,993,973 (See Item 4)
8. SHARED DISPOSITIVE POWER
2,689,656 (See Item 4)
| |
9. | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON |
4,683,629
| |
10. | CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] |
| |
11. | PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 |
5.4%
| |
12. | TYPE OF REPORTING PERSON |
IN (See Item 4)
| |
1. | NAME OF REPORTING PERSON |
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
David S. Congdon Revocable Trust, dated December 3, 1991
| |
2. | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a)
(b) [X]
| |
4. | CITIZENSHIP OR PLACE OF ORGANIZATION |
North Carolina
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH:
5. SOLE VOTING POWER
896,474 (See Item 4)
6. SHARED VOTING POWER
-0- (See Item 4)
7. SOLE DISPOSITIVE POWER
896,474 (See Item 4)
8. SHARED DISPOSITIVE POWER
-0- (See Item 4)
| |
9. | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON |
896,474
| |
10. | CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] |
| |
11. | PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 |
1.0%
| |
12. | TYPE OF REPORTING PERSON |
OO (See Item 4)
| |
1. | NAME OF REPORTING PERSON |
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
David S. Congdon Irrevocable Trust #1, dated December 1, 1992
| |
2. | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a)
(b) [X]
| |
4. | CITIZENSHIP OR PLACE OF ORGANIZATION |
North Carolina
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH:
5. SOLE VOTING POWER
-0- (See Item 4)
6. SHARED VOTING POWER
629,776 (See Item 4)
7. SOLE DISPOSITIVE POWER
-0- (See Item 4)
8. SHARED DISPOSITIVE POWER
629,776 (See Item 4)
| |
9. | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON |
629,776
| |
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)
| |
1. | NAME OF REPORTING PERSON |
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
Irrevocable Trust, dated December 18, 1998, fbo Marilyn Congdon
| |
2. | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a)
(b) [X]
| |
4. | CITIZENSHIP OR PLACE OF ORGANIZATION |
North Carolina
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH:
5. SOLE VOTING POWER
91,055 (See Item 4)
6. SHARED VOTING POWER
-0- (See Item 4)
7. SOLE DISPOSITIVE POWER
91,055 (See Item 4)
8. SHARED DISPOSITIVE POWER
-0- (See Item 4)
| |
9. | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON |
91,055
| |
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)
| |
1. | NAME OF REPORTING PERSON |
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
Irrevocable Trust, dated December 18, 1998, fbo Kathryn Congdon
| |
2. | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a)
(b) [X]
| |
4. | CITIZENSHIP OR PLACE OF ORGANIZATION |
North Carolina
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH:
5. SOLE VOTING POWER
91,056 (See Item 4)
6. SHARED VOTING POWER
-0- (See Item 4)
7. SOLE DISPOSITIVE POWER
91,056 (See Item 4)
8. SHARED DISPOSITIVE POWER
-0- (See Item 4)
| |
9. | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON |
91,056
| |
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)
| |
1. | NAME OF REPORTING PERSON |
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
Irrevocable Trust, dated December 18, 1998, fbo Ashlyn Congdon
| |
2. | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a)
(b) [X]
| |
4. | CITIZENSHIP OR PLACE OF ORGANIZATION |
North Carolina
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH:
5. SOLE VOTING POWER
91,056 (See Item 4)
6. SHARED VOTING POWER
-0- (See Item 4)
7. SOLE DISPOSITIVE POWER
91,056 (See Item 4)
8. SHARED DISPOSITIVE POWER
-0- (See Item 4)
| |
9. | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON |
91,056
| |
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)
| |
1. | NAME OF REPORTING PERSON |
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
Kathryn Leigh Congdon Revocable Declaration of Trust, dated May 23, 2006
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2. | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a)
(b) [X]
| |
4. | CITIZENSHIP OR PLACE OF ORGANIZATION |
North Carolina
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH:
5. SOLE VOTING POWER
-0- (See Item 4)
6. SHARED VOTING POWER
160,283 (See Item 4)
7. SOLE DISPOSITIVE POWER
-0- (See Item 4)
8. SHARED DISPOSITIVE POWER
160,283 (See Item 4)
| |
9. | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON |
160,283
| |
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)
| |
1. | NAME OF REPORTING PERSON |
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
Marilyn Marie Congdon Revocable Declaration of Trust, dated May 23, 2006
| |
2. | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a)
(b) [X]
| |
4. | CITIZENSHIP OR PLACE OF ORGANIZATION |
North Carolina
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH:
5. SOLE VOTING POWER
-0- (See Item 4)
6. SHARED VOTING POWER
160,283 (See Item 4)
7. SOLE DISPOSITIVE POWER
-0- (See Item 4)
8. SHARED DISPOSITIVE POWER
160,283 (See Item 4)
| |
9. | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON |
160,283
| |
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)
| |
1. | NAME OF REPORTING PERSON |
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
Ashlyn Lane Congdon Revocable Intervivos Trust, dated December 7, 2010
| |
2. | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a)
(b) [X]
| |
4. | CITIZENSHIP OR PLACE OF ORGANIZATION |
North Carolina
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH:
5. SOLE VOTING POWER
-0- (See Item 4)
6. SHARED VOTING POWER
160,283 (See Item 4)
7. SOLE DISPOSITIVE POWER
-0- (See Item 4)
8. SHARED DISPOSITIVE POWER
160,283 (See Item 4)
| |
9. | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON |
160,283
| |
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)
1. NAME OF REPORTING PERSON
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
1998 Earl E. Congdon Family Trust
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2. | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a)
(b) [X]
| |
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)
| |
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]
| |
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)
| |
1. | NAME OF REPORTING PERSON |
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
Helen S. Congdon Revocable Inter Vivos Trust, dated April 24, 2012
| |
2. | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a)
(b) [X]
| |
4. | CITIZENSHIP OR PLACE OF ORGANIZATION |
USA
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH:
5. SOLE VOTING POWER
-0- (See Item 4)
6. SHARED VOTING POWER
89,375 (See Item 4)
7. SOLE DISPOSITIVE POWER
-0- (See Item 4)
8. SHARED DISPOSITIVE POWER
89,375 (See Item 4)
| |
9. | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON |
89,375
| |
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)
| |
1. | NAME OF REPORTING PERSON |
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
Seay Family Trust, dated November 21, 2012
| |
2. | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a)
(b) [X]
| |
4. | CITIZENSHIP OR PLACE OF ORGANIZATION |
USA
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH:
5. SOLE VOTING POWER
-0- (See Item 4)
6. SHARED VOTING POWER
51,175 (See Item 4)
7. SOLE DISPOSITIVE POWER
-0- (See Item 4)
8. SHARED DISPOSITIVE POWER
51,175 (See Item 4)
| |
9. | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON |
51,175
| |
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)
| |
1. | NAME OF REPORTING PERSON |
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
David S. Congdon Grantor Retained Annuity Trust 2012
| |
2. | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a)
(b) [X]
| |
4. | CITIZENSHIP OR PLACE OF ORGANIZATION |
North Carolina
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH:
5. SOLE VOTING POWER
224,043 (See Item 4)
6. SHARED VOTING POWER
-0- (See Item 4)
7. SOLE DISPOSITIVE POWER
224,043 (See Item 4)
8. SHARED DISPOSITIVE POWER
-0- (See Item 4)
| |
9. | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON |
224,043
| |
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)
| |
1. | NAME OF REPORTING PERSON |
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
David S. Congdon Irrevocable Trust #2, dated November 18, 1999
| |
2. | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a)
(b) [X]
| |
4. | CITIZENSHIP OR PLACE OF ORGANIZATION |
North Carolina
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH:
5. SOLE VOTING POWER
-0- (See Item 4)
6. SHARED VOTING POWER
157,743 (See Item 4)
7. SOLE DISPOSITIVE POWER
-0- (See Item 4)
8. SHARED DISPOSITIVE POWER
157,743 (See Item 4)
| |
9. | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON |
157,743
| |
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)
| |
1. | NAME OF REPORTING PERSON |
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
Audrey L. Congdon Irrevocable Trust #1, dated December 1, 1992
| |
2. | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a)
(b) [X]
| |
4. | CITIZENSHIP OR PLACE OF ORGANIZATION |
North Carolina
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH:
5. SOLE VOTING POWER
385,781 (See Item 4)
6. SHARED VOTING POWER
-0- (See Item 4)
7. SOLE DISPOSITIVE POWER
385,781 (See Item 4)
8. SHARED DISPOSITIVE POWER
-0- (See Item 4)
| |
9. | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON |
385,781
| |
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)
| |
1. | NAME OF REPORTING PERSON |
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
Audrey L. Congdon Irrevocable Trust #2, dated May 28, 2004
| |
2. | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a)
(b) [X]
| |
4. | CITIZENSHIP OR PLACE OF ORGANIZATION |
North Carolina
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH:
5. SOLE VOTING POWER
165,646 (See Item 4)
6. SHARED VOTING POWER
-0- (See Item 4)
7. SOLE DISPOSITIVE POWER
165,646 (See Item 4)
8. SHARED DISPOSITIVE POWER
-0- (See Item 4)
| |
9. | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON |
165,646
| |
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)
| |
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]
| |
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)
Item 1.
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) David S. Congdon
(ii) David S. Congdon Revocable Trust, dated December 3, 1991
(iii) David S. Congdon Irrevocable Trust #1, dated December 1, 1992
(iv) Irrevocable Trust, dated December 18, 1998, fbo Marilyn Congdon
(v) Irrevocable Trust, dated December 18, 1998, fbo Kathryn Congdon
(vi) Irrevocable Trust, dated December 18, 1998, fbo Ashlyn Congdon
(vii) Kathryn Leigh Congdon Revocable Declaration of Trust, dated May 23, 2006
(viii) Marilyn Marie Congdon Revocable Declaration of Trust, dated May 23, 2006
(ix) Ashlyn Lane Congdon Revocable Intervivos Trust, dated December 7, 2010
(x) 1998 Earl E. Congdon Family Trust
(xi) Earl and Kathryn Congdon Family Irrevocable Trust - 2011
(xii) Helen S. Congdon Revocable Inter Vivos Trust, dated April 24, 2012
(xiii) Seay Family Trust, dated November 21, 2012
(xiv) David S. Congdon Grantor Retained Annuity Trust 2012
(xv) David S. Congdon Irrevocable Trust #2, dated November 18, 1999
(xvi) Audrey L. Congdon Irrevocable Trust #1, dated December 1, 1992
(xvii) Audrey L. Congdon Irrevocable Trust #2, dated May 28, 2004
(xviii) Earl E. Congdon GRAT Remainder Trust
| |
(b) | Address of Principal Business Office or, if None, Residence: |
As to (i) through (x) and (xii) through (xvii): 500 Old Dominion Way,Thomasville, NC 27360
As to (xi) and (xviii): 20 Harborage Isle, Fort Lauderdale, FL 33316
(c) Citizenship:
As to (i): USA
As to (ii) through (ix) and (xii) through (xvii): North Carolina
As to (x): Virginia
As to (xi) and (xviii): Florida
(d) Title of Class of Securities:
Common Stock ($0.10 par value)
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.
The securities reported herein are beneficially owned by David S. Congdon, the David S. Congdon Revocable Trust, dated December 3, 1991, the David S. Congdon Irrevocable Trust #1, dated December 1, 1992, the Irrevocable Trust, dated December 18, 1998, fbo Marilyn Congdon, the Irrevocable Trust, dated December 18, 1998, fbo Kathryn Congdon, the Irrevocable Trust, dated December 18, 1998, fbo Ashlyn Congdon, the Kathryn Leigh Congdon Revocable Declaration of Trust, dated May 23, 2006, the Marilyn Marie Congdon Revocable Declaration of Trust, dated May 23, 2006, the Ashlyn Lane Congdon Revocable Intervivos Trust, dated December 7, 2010, the 1998 Earl E. Congdon Family Trust, the Earl and Kathryn Congdon Family Irrevocable Trust - 2011, the Helen S. Congdon Revocable Inter Vivos Trust, dated April 24, 2012, the Seay Family Trust, dated November 21, 2012, the David S. Congdon Grantor Retained Annuity Trust 2012, the David S. Congdon Irrevocable Trust #2, dated November 18, 1999, the Audrey L. Congdon Irrevocable Trust #1, dated December 1, 1992, the Audrey L. Congdon Irrevocable Trust #2, dated May 28, 2004, and the Earl E. Congdon GRAT Remainder Trust. The total securities reported is 4,683,629 shares of the Issuer’s Common Stock, which constitutes 5.4% of such shares as of December 31, 2013.
As of December 31, 2013, David S. Congdon has sole voting and dispositive power with respect to 1,993,973 shares (2.3%) of the Issuer’s Common Stock, of which 48,862 shares are held by David S. Congdon in his 401(k) plan, 896,474 shares are held by the David S. Congdon Revocable Trust, dated December 3, 1991, 91,055 shares are held by an Irrevocable Trust, dated December 18, 1998, fbo Marilyn Congdon, 91,056 shares are held an Irrevocable Trust, dated December 18, 1998, fbo Kathryn Congdon, 91,056 shares are held by an Irrevocable Trust, dated December 18, 1998, fbo Ashlyn Congdon, 224,043 shares are held by the David S. Congdon Grantor Retained Annuity Trust 2012, 385,781 shares are held by the Audrey L. Congdon Irrevocable Trust #1, dated December 1, 1992, and 165,646 shares are held by the Audrey L. Congdon Irrevocable Trust #2, dated May 28, 2004. He shares voting and dispositive power with respect to 2,689,656 shares (3.1%) of the Issuer's Common Stock, consisting of 629,776 shares held by the David S. Congdon Irrevocable Trust #1, dated December 1, 1992, 160,283 shares held by the Kathryn Leigh Congdon Revocable Declaration of Trust, dated May 23, 2006, 160,283 shares held by the Marilyn Marie Congdon Revocable Declaration of Trust, dated May 23, 2006, 160,283 shares held by the Ashlyn Lane Congdon Revocable Intervivos Trust, dated December 7, 2010, 316,405 shares held by the 1998 Earl E. Congdon Family Trust, 318,357 shares held by the Earl and Kathryn Congdon Family Irrevocable Trust – 2011, 89,375 shares held by the Helen S. Congdon Revocable Inter Vivos Trust, dated April 24, 2012, 51,175 shares held by the Seay Family Trust, dated November 21, 2012, 157,743 shares held by the David S. Congdon Irrevocable Trust #2, dated November 18, 1999 and 645,976 shares held by the Earl E.
Congdon GRAT Remainder Trust. David S. Congdon beneficially owns a total of 4,683,629 shares (5.4%) of the Issuer’s Common Stock.
As of December 31, 2013, the David S. Congdon Revocable Trust, dated December 3, 1991, owns directly 896,474 shares (1.0%) of the Issuer’s Common Stock. David S. Congdon, as Trustee, has sole voting and sole dispositive power over those shares.
As of December 31, 2013, the David S. Congdon Irrevocable Trust #1, dated December 1, 1992, owns directly 629,776 shares (0.7%) of the Issuer’s Common Stock. Although Mr. Congdon’s wife, Helen Congdon, as Trustee, has sole voting and sole dispositive power over those shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.
As of December 31, 2013, an Irrevocable Trust, dated December 18, 1998, fbo Marilyn Congdon, has sole voting and dispositive power with respect to 91,055 shares (0.1%) of the Issuer’s Common Stock. David S. Congdon is the Trustee. Marilyn Congdon is a child of David S. Congdon.
As of December 31, 2013, an Irrevocable Trust, dated December 18, 1998, fbo Kathryn Congdon, has sole voting and dispositive power with respect to 91,056 shares (0.1%) of the Issuer’s Common Stock. David S. Congdon is the Trustee. Kathryn Congdon is a child of David S. Congdon.
As of December 31, 2013, an Irrevocable Trust, dated December 18, 1998, fbo Ashlyn Congdon, has sole voting and dispositive power with respect to 91,056 shares (0.1%) of the Issuer’s Common Stock. David S. Congdon is the Trustee. Ashlyn Congdon is a child of David S. Congdon.
As of December 31, 2013, the Kathryn Leigh Congdon Revocable Declaration of Trust, dated May 23, 2006, beneficially owns 160,283 shares (0.2%) of the Issuer’s Common Stock. Although Mr. Congdon’s daughter, Kathryn Congdon, as Trustee, has sole voting and dispositive power over these shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.
As of December 31, 2013, the Marilyn Marie Congdon Revocable Declaration of Trust, dated May 23, 2006, beneficially owns 160,283 shares (0.2%) of the Issuer’s Common Stock. Although Mr. Congdon’s daughter, Marilyn Congdon, as Trustee, has sole voting and dispositive power over these shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.
As of December 31, 2013, the Ashlyn Lane Congdon Revocable Intervivos Trust, dated December 7, 2010, beneficially owns 160,283 shares (0.2%) of the Issuer’s Common Stock. Although Mr. Congdon’s daughter, Ashlyn Congdon, as Trustee, has sole voting and dispositive power over these shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.
As of December 31, 2013, the 1998 Earl E. Congdon Family Trust, dated July 23, 2003, beneficially owns 316,405 shares (0.4%) of the Issuer’s Common Stock. David S. Congdon is Co-Trustee of that trust.
As of December 31, 2013, the Earl and Kathryn Congdon Family Irrevocable Trust - 2011 owns 318,357 shares (0.4%) of the Issuer’s Common Stock. David S. Congdon is Co-Trustee of that trust.
As of December 31, 2013, the Helen S. Congdon Revocable Inter Vivos Trust, dated April 24, 2012, owns directly 89,375 shares (0.1%) of the Issuer’s Common Stock. Although Mr. Congdon’s wife, Helen Congdon, as Trustee, has sole voting and sole dispositive power over those shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.
As of December 31, 2013, the Seay Family Trust, dated November 21, 2012, owns directly 51,175 shares (0.1%) of the Issuer’s Common Stock. Although Mr. Congdon’s wife, Helen Congdon, as Trustee, has sole voting and sole dispositive power over those shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.
As of December 31, 2013, David S. Congdon, as Trustee and grantor of the David S. Congdon Grantor Retained Annuity Trust 2012, has sole voting and dispositive power with respect to 224,043 shares (0.3%) of the Issuer’s Common Stock held by the David S. Congdon Grantor Retained Annuity Trust 2012.
As of December 31, 2013, the David S. Congdon Irrevocable Trust #2, dated November 18, 1999, owns directly 157,743 shares (0.2%) of the Issuer’s Common Stock. Although Mr. Congdon’s wife, Helen Congdon, as Trustee, has sole voting and dispositive power over these shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.
As of December 31, 2013, the Audrey L. Congdon Irrevocable Trust #1, dated December 1, 1992, owns directly 385,781 shares (0.4%) of the Issuer’s Common Stock. David S. Congdon is Trustee of that trust. Audrey L. Congdon is the sister of David S. Congdon.
As of December 31, 2013, the Audrey L. Congdon Irrevocable Trust #2, dated May 28, 2004, owns directly 165,646 shares (0.2%) of the Issuer’s Common Stock. David S. Congdon is Trustee of that trust. Audrey L. Congdon is the sister of David S. Congdon.
As of December 31, 2013, the Earl E. Congdon GRAT Remainder Trust beneficially owns 645,976 shares (0.7%) of the Issuer’s Common Stock. David S. Congdon is Co-Trustee of that trust.
(a) Amount beneficially owned:
(i) 4,683,629
(ii) 896,474
(iii) 629,776
(iv) 91,055
(v) 91,056
(vi) 91,056
(vii) 160,283
(viii) 160,283
(ix) 160,283
(x) 316,405
(xi) 318,357
(xii) 89,375
(xiii) 51,175
(xiv) 224,043
(xv) 157,743
(xvi) 385,781
(xvii) 165,646
(xviii) 645,976
(b) Percent of Class:
(i) 5.4%
(ii) 1.0%
(iii) 0.7%
(iv) 0.1%
(v) 0.1%
(vi) 0.1%
(vii) 0.2%
(viii) 0.2%
(ix) 0.2%
(x) 0.4%
(xi) 0.4%
(xii) 0.1%
(xiii) 0.1%
(xiv) 0.3%
(xv) 0.2%
(xvi) 0.4%
(xvii) 0.2%
(xviii) 0.7%
(c) Number of Shares as to which such person has:
(i) Sole power to vote or to direct the vote
(i) 1,993,973
(ii) 896,474
(iii) -0-
(iv) 91,055
(v) 91,056
(vi) 91,056
(vii) -0-
(viii) -0-
(ix) -0-
(x) -0-
(xi) -0-
(xii) -0-
(xiii) -0-
(xiv) 224,043
(xv) -0-
(xvi) 385,781
(xvii) 165,646
(xviii) -0-
(ii) Shared power to vote or to direct the vote
(i) 2,689,656
(ii) -0-
(iii) 629,776
(iv) -0-
(v) -0-
(vi) -0-
(vii) 160,283
(viii) 160,283
(ix) 160,283
(x) 316,405
(xi) 318,357
(xii) 89,375
(xiii) 51,175
(xiv) -0-
(xv) 157,743
(xvi) -0-
(xvii) -0-
(xviii) 645,976
(iii) Sole power to dispose or to direct the disposition of
(i) 1,993,973
(ii) 896,474
(iii) -0-
(iv) 91,055
(v) 91,056
(vi) 91,056
(vii) -0-
(viii) -0-
(ix) -0-
(x) -0-
(xi) -0-
(xii) -0-
(xiii) -0-
(xiv) 224,043
(xv) -0-
(xvi) 385,781
(xvii) 165,646
(xviii) -0-
(iv) Shared power to dispose or to direct the disposition of
(i) 2,689,656
(ii) -0-
(iii) 629,776
(iv) -0-
(v) -0-
(vi) -0-
(vii) 160,283
(viii) 160,283
(ix) 160,283
(x) 316,405
(xi) 318,357
(xii) 89,375
(xiii) 51,175
(xiv) -0-
(xv) 157,743
(xvi) -0-
(xvii) -0-
(xviii) 645,976
| |
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
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.
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, 2014.
DAVID S. CONGDON
/s/ David S. Congdon
David S. Congdon
DAVID S. CONGDON REVOCABLE TRUST, DATED DECEMBER 3, 1991
By: /s/ David S. Congdon
David S. Congdon, Trustee
DAVID S. CONGDON IRREVOCABLE TRUST #1, DATED DECEMBER 1, 1992
By: /s/ Helen S. Congdon
Helen S. Congdon, Trustee
IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO MARILYN CONGDON
By: /s/ David S. Congdon
David S. Congdon, Trustee
IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO KATHRYN CONGDON
By: /s/ David S. Congdon
David S. Congdon, Trustee
IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO ASHLYN CONGDON
By: /s/ David S. Congdon
David S. Congdon, Trustee
KATHRYN LEIGH CONGDON REVOCABLE DECLARATION OF TRUST, DATED MAY 23, 2006
By: /s/ Kathryn L. Congdon
Kathryn L. Congdon, Trustee
MARILYN MARIE CONGDON REVOCABLE DECLARATION OF TRUST, DATED MAY 23, 2006
By: /s/ Marilyn M. Congdon
Marilyn M. Congdon, Trustee
ASHLYN LANE CONGDON REVOCABLE INTERVIVOS TRUST, DATED DECEMBER 7, 2010
By: /s/ Ashlyn L. Congdon
Ashlyn L. Congdon, Trustee
1998 EARL E. CONGDON FAMILY TRUST
By: /s/ David S. Congdon
David S. Congdon, Co-Trustee
EARL AND KATHRYN CONGDON FAMILY IRREVOCABLE TRUST - 2011
By: /s/ David S. Congdon
David S. Congdon, Co-Trustee
HELEN S. CONGDON REVOCABLE INTER VIVOS TRUST, DATED APRIL 24, 2012
By: /s/ Helen S. Congdon
Helen S. Congdon, Trustee
SEAY FAMILY TRUST, DATED NOVEMBER 21, 2012
By: /s/ Helen S. Congdon
Helen S. Congdon, Trustee
DAVID S. CONGDON GRANTOR RETAINED ANNUITY TRUST 2012
By: /s/ David S. Congdon
David S. Congdon, Trustee
DAVID S. CONGDON IRREVOCABLE TRUST #2, DATED NOVEMBER 18, 1999
By: /s/ Helen S. Congdon
Helen S. Congdon, Trustee
AUDREY L. CONGDON IRREVOCABLE TRUST #1, DATED DECEMBER 1, 1992
By: /s/ David S. Congdon
David S. Congdon, Trustee
AUDREY L. CONGDON IRREVOCABLE TRUST #2, DATED MAY 28, 2004
By: /s/ David S. Congdon
David S. Congdon, Trustee
EARL E. CONGDON GRAT REMAINDER TRUST
By: /s/ David S. Congdon
David S. Congdon, Co-Trustee
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, 2014.
DAVID S. CONGDON
/s/ David S. Congdon
David S. Congdon
DAVID S. CONGDON REVOCABLE TRUST, DATED DECEMBER 3, 1991
By: /s/ David S. Congdon
David S. Congdon, Trustee
DAVID S. CONGDON IRREVOCABLE TRUST #1, DATED DECEMBER 1, 1992
By: /s/ Helen S. Congdon
Helen S. Congdon, Trustee
IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO MARILYN CONGDON
By: /s/ David S. Congdon
David S. Congdon, Trustee
IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO KATHRYN CONGDON
By: /s/ David S. Congdon
David S. Congdon, Trustee
IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO ASHLYN CONGDON
By: /s/ David S. Congdon
David S. Congdon, Trustee
KATHRYN LEIGH CONGDON REVOCABLE DECLARATION OF TRUST, DATED MAY 23, 2006
By: /s/ Kathryn L. Congdon
Kathryn L. Congdon, Trustee
MARILYN MARIE CONGDON REVOCABLE DECLARATION OF TRUST, DATED MAY 23, 2006
By: /s/ Marilyn M. Congdon
Marilyn M. Congdon, Trustee
ASHLYN LANE CONGDON REVOCABLE INTERVIVOS TRUST, DATED DECEMBER 7, 2010
By: /s/ Ashlyn L. Congdon
Ashlyn L. Congdon, Trustee
1998 EARL E. CONGDON FAMILY TRUST
By: /s/ David S. Congdon
David S. Congdon, Co-Trustee
EARL AND KATHRYN CONGDON FAMILY IRREVOCABLE TRUST - 2011
By: /s/ David S. Congdon
David S. Congdon, Co-Trustee
HELEN S. CONGDON REVOCABLE INTER VIVOS TRUST, DATED APRIL 24, 2012
By: /s/ Helen S. Congdon
Helen S. Congdon, Trustee
SEAY FAMILY TRUST, DATED NOVEMBER 21, 2012
By: /s/ Helen S. Congdon
Helen S. Congdon, Trustee
DAVID S. CONGDON GRANTOR RETAINED ANNUITY TRUST 2012
By: /s/ David S. Congdon
David S. Congdon, Trustee
DAVID S. CONGDON IRREVOCABLE TRUST #2, DATED NOVEMBER 18, 1999
By: /s/ Helen S. Congdon
Helen S. Congdon, Trustee
AUDREY L. CONGDON IRREVOCABLE TRUST #1, DATED DECEMBER 1, 1992
By: /s/ David S. Congdon
David S. Congdon, Trustee
AUDREY L. CONGDON IRREVOCABLE TRUST #2, DATED MAY 28, 2004
By: /s/ David S. Congdon
David S. Congdon, Trustee
EARL E. CONGDON GRAT REMAINDER TRUST
By: /s/ David S. Congdon
David S. Congdon, Co-Trustee