UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13D
Rule 13d-101
INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT
TO § 240.13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO
§ 240.13d-2(a)
(Amendment No. 1)*
Old Dominion Freight Line, Inc.
(Name of issuer)
Common Stock, $0.10 par value per share
(Title of class of securities)
679580100
(CUSIP number)
Joel B. McCarty, Jr.
c/o Old Dominion Freight Line, Inc.
500 Old Dominion Way
Thomasville, North Carolina 27360
(336) 889-5000
(Name, address and telephone number of person authorized to receive notices and communications)
September 16, 2010
(Date of event which requires filing of this statement)
If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box. ¨
Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See §240.13d-7 for other parties to whom copies are to be sent.
* | The remainder of this cover page shall be filled out for a reporting persons initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page. |
The information required on 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).
2
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
Earl E. Congdon | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
U.S. | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
1,959,775 | ||||
8. | Shared voting power
210,937 | |||||
9. | Sole dispositive power
1,959,775 | |||||
10. | Shared dispositive power
210,937 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
2,170,712 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) x
| |||||
13. |
Percent of class represented by amount in Row (11)
3.9% | |||||
14. |
Type of reporting person (see instructions)
IN |
3
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
David S. Congdon | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
U.S. | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
1,275,012 | ||||
8. | Shared voting power
1,218,727 | |||||
9. | Sole dispositive power
1,275,012 | |||||
10. | Shared dispositive power
1,218,727 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
2,493,739 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
4.5% | |||||
14. |
Type of reporting person (see instructions)
IN |
4
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
Marilyn M. Congdon | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
U.S. | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
0 | ||||
8. | Shared voting power
135,829 | |||||
9. | Sole dispositive power
0 | |||||
10. | Shared dispositive power
135,829 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
135,829 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
0.2% | |||||
14. |
Type of reporting person (see instructions)
IN |
5
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
Kathryn L. Congdon | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
U.S. | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
0 | ||||
8. | Shared voting power
135,829 | |||||
9. | Sole dispositive power
0 | |||||
10. | Shared dispositive power
135,829 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
135,829 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
0.2% | |||||
14. |
Type of reporting person (see instructions)
IN |
6
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
Helen S. Congdon | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
U.S. | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
0 | ||||
8. | Shared voting power
516,418 | |||||
9. | Sole dispositive power
0 | |||||
10. | Shared dispositive power
516,418 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
516,418 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
0.9% | |||||
14. |
Type of reporting person (see instructions)
IN |
7
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
Audrey L. Congdon | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
U.S. | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
632,345 | ||||
8. | Shared voting power
2,173,708 | |||||
9. | Sole dispositive power
632,345 | |||||
10. | Shared dispositive power
2,173,708 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
2,806,053 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
5.0% | |||||
14. |
Type of reporting person (see instructions)
IN |
8
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
Audrey L. Congdon Irrevocable Trust Number Two Dated May 28, 2004 | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
North Carolina | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
46,105 | ||||
8. | Shared voting power
0 | |||||
9. | Sole dispositive power
46,105 | |||||
10. | Shared dispositive power
0 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
46,105 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
0.1% | |||||
14. |
Type of reporting person (see instructions)
OO |
9
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
John B. Yowell | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
U.S. | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
0 | ||||
8. | Shared voting power
1,743,057 | |||||
9. | Sole dispositive power
0 | |||||
10. | Shared dispositive power
1,743,057 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
1,743,057 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
3.1% | |||||
14. |
Type of reporting person (see instructions)
IN |
10
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
Seth Morgan Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010 | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
North Carolina | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
135,829 | ||||
8. | Shared voting power
0 | |||||
9. | Sole dispositive power
135,829 | |||||
10. | Shared dispositive power
0 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
135,829 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
0.2% | |||||
14. |
Type of reporting person (see instructions)
OO |
11
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
Megan Elise Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010 | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
North Carolina | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
135,829 | ||||
8. | Shared voting power
0 | |||||
9. | Sole dispositive power
135,829 | |||||
10. | Shared dispositive power
0 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
135,829 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
0.2% | |||||
14. |
Type of reporting person (see instructions)
OO |
12
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
Karen C. Pigman | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
U.S. | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
866,335 | ||||
8. | Shared voting power
888,236 | |||||
9. | Sole dispositive power
866,335 | |||||
10. | Shared dispositive power
888,236 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
1,754,571 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
3.1% | |||||
14. |
Type of reporting person (see instructions)
IN |
13
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
Melissa A. Penley | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
U.S. | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
0 | ||||
8. | Shared voting power
135,829 | |||||
9. | Sole dispositive power
0 | |||||
10. | Shared dispositive power
135,829 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
135,829 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
0.2% | |||||
14. |
Type of reporting person (see instructions)
IN |
14
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
Matthew A. Penley | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
U.S. | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
0 | ||||
8. | Shared voting power
135,829 | |||||
9. | Sole dispositive power
0 | |||||
10. | Shared dispositive power
135,829 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
135,829 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
0.2% | |||||
14. |
Type of reporting person (see instructions)
IN |
15
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
Mark A. Penley | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
U.S. | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
0 | ||||
8. | Shared voting power
135,829 | |||||
9. | Sole dispositive power
0 | |||||
10. | Shared dispositive power
135,829 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
135,829 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
0.2% | |||||
14. |
Type of reporting person (see instructions)
IN |
16
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
John R. Congdon | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
U.S. | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
2,647,655 | ||||
8. | Shared voting power
210,937 | |||||
9. | Sole dispositive power
2,647,655 | |||||
10. | Shared dispositive power
210,937 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
2,858,592 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
5.1% | |||||
14. |
Type of reporting person (see instructions)
IN |
17
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
Natalie N. Congdon Revocable Trust Dated August 29, 1991 | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
Virginia | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
0 | ||||
8. | Shared voting power
0 | |||||
9. | Sole dispositive power
0 | |||||
10. | Shared dispositive power
0 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
0 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
0.0% | |||||
14. |
Type of reporting person (see instructions)
OO |
18
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
John R. Congdon, Jr. | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
U.S. | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
1,752,962 | ||||
8. | Shared voting power
957,099 | |||||
9. | Sole dispositive power
1,752,962 | |||||
10. | Shared dispositive power
957,099 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
2,710,061 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
4.8% | |||||
14. |
Type of reporting person (see instructions)
IN |
19
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
Susan C. Terry | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
U.S. | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
764,873 | ||||
8. | Shared voting power
0 | |||||
9. | Sole dispositive power
764,873 | |||||
10. | Shared dispositive power
0 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
764,873 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
1.4% | |||||
14. |
Type of reporting person (see instructions)
IN |
20
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
Jeffrey W. Congdon | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
U.S. | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
1,945,471 | ||||
8. | Shared voting power
957,099 | |||||
9. | Sole dispositive power
1,945,471 | |||||
10. | Shared dispositive power
957,099 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
2,902,570 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
5.2% | |||||
14. |
Type of reporting person (see instructions)
IN |
21
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
John R. Congdon Trust for Jeffrey Whitefield Congdon, Jr. Dated January 2, 1991 | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
Virginia | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
327,511 | ||||
8. | Shared voting power
0 | |||||
9. | Sole dispositive power
327,511 | |||||
10. | Shared dispositive power
0 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
327,511 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
0.6% | |||||
14. |
Type of reporting person (see instructions)
OO |
22
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
John R. Congdon Trust for Mark Ross Congdon Dated January 2, 1991 | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
Virginia | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
327,763 | ||||
8. | Shared voting power
0 | |||||
9. | Sole dispositive power
327,763 | |||||
10. | Shared dispositive power
0 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
327,763 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
0.6% | |||||
14. |
Type of reporting person (see instructions)
OO |
23
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
John R. Congdon Trust for Peter Whitefield Congdon Dated January 2, 1991 | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
Virginia | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
300,325 | ||||
8. | Shared voting power
0 | |||||
9. | Sole dispositive power
300,325 | |||||
10. | Shared dispositive power
0 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
300,325 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
0.5% | |||||
14. |
Type of reporting person (see instructions)
OO |
24
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
John R. Congdon Trust for Michael Davis Congdon Dated January 2, 1991 | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
Virginia | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
304,303 | ||||
8. | Shared voting power
0 | |||||
9. | Sole dispositive power
304,303 | |||||
10. | Shared dispositive power
0 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
304,303 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
0.5% | |||||
14. |
Type of reporting person (see instructions)
OO |
25
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
John R. Congdon Trust for Mary Evelyn Congdon Dated January 2, 1991 | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
Virginia | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
304,301 | ||||
8. | Shared voting power
0 | |||||
9. | Sole dispositive power
304,301 | |||||
10. | Shared dispositive power
0 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
304,301 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
0.5% | |||||
14. |
Type of reporting person (see instructions)
OO |
26
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
John R. Congdon Trust for Kathryn Lawson Terry Dated January 2, 1991 | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
Virginia | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
322,035 | ||||
8. | Shared voting power
0 | |||||
9. | Sole dispositive power
322,035 | |||||
10. | Shared dispositive power
0 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
322,035 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
0.6% | |||||
14. |
Type of reporting person (see instructions)
OO |
27
CUSIP No. 679580100
| ||||||
1. | Names of reporting persons
John R. Congdon Trust for Nathaniel Everett Terry Dated January 2, 1991 | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
Virginia | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
316,982 | ||||
8. | Shared voting power
0 | |||||
9. | Sole dispositive power
316,982 | |||||
10. | Shared dispositive power
0 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
316,982 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
0.6% | |||||
14. |
Type of reporting person (see instructions)
OO |
28
1. |
Names of reporting persons
John R. Congdon Trust for Hunter Andrew Terry Dated January 2, 1991 | |||||
2. | Check the appropriate box if a member of a group (see instructions) (a) ¨ (b) ¨
| |||||
3. | SEC use only
| |||||
4. | Source of funds (see instructions)
N/A | |||||
5. | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e) ¨
| |||||
6. | Citizenship or place of organization
Virginia | |||||
Number of shares beneficially owned by each reporting person with |
7. | Sole voting power
318,082 | ||||
8. | Shared voting power
0 | |||||
9. | Sole dispositive power
318,082 | |||||
10. | Shared dispositive power
0 | |||||
11. |
Aggregate amount beneficially owned by each reporting person
318,082 | |||||
12. |
Check if the aggregate amount in Row (11) excludes certain shares (see instructions) ¨
| |||||
13. |
Percent of class represented by amount in Row (11)
0.6% | |||||
14. |
Type of reporting person (see instructions)
OO |
Item 1. | Security and Issuer |
This Schedule 13D/A amends the Schedule 13D originally filed by the Filing Group described therein on September 9, 2010 (the Original Schedule 13D) with respect to shares of common stock, $0.10 par value per share (the Common Stock), of Old Dominion Freight Line, Inc., a Virginia corporation (the Company). The principal executive offices of the Company are located at 500 Old Dominion Way, Thomasville, NC 27360. Except as amended herein, the Original Schedule 13D remains in full force and effect and should be read together with this Amendment No. 1. Capitalized terms used and not defined herein shall have the meanings ascribed to them in the Original Schedule 13D.
Item 2. | Identity and Background |
Item 2 is not amended except to the extent that the Common Stock holdings of the members of the Filing Group have been reduced, as described in detail under Items 4 and 5.
Item 3. | Source and Amount of Funds or Other Consideration |
Item 3 is not amended.
Item 4. | Purpose of the Transaction |
Item 4 is amended to add the following to the end of the existing disclosure:
Between September 13, 2010 and September 21, 2010, the members of the Filing Group, or trusts of which members of the Filing Group are trustees or co-trustees, sold an aggregate of 874,605 shares of Common Stock in open market transactions pursuant to the 10b5-1 Plans. Information regarding those sales is set forth under Item 5(c) below and is incorporated herein by reference.
Except as set forth herein, the Filing Group does not have any present plans or proposals that relate to or would result in any of the actions specified in clauses (a) through (j) of the instructions to this Item 4 of Schedule 13D.
Item 5. | Interest in Securities of the Issuer |
Item 5 is amended and restated in its entirety to read as follows:
(a), (b):
Earl E. Congdon
(a) | Aggregate number of shares of Common Stock beneficially owned: 2,170,712 |
Percentage: 3.9%
(b) | Sole power to vote or direct the vote: 1,959,775 |
Shared power to vote or direct the vote: 210,937
Sole power to dispose or direct the disposition: 1,959,775
Shared power to dispose or direct the disposition: 210,937
David S. Congdon
(a) | Aggregate number of shares of Common Stock beneficially owned: 2,493,739 |
Percentage: 4.5%
(b) | Sole power to vote or direct the vote: 1,275,012 |
Shared power to vote or direct the vote: 1,218,727
Sole power to dispose or direct the disposition: 1,275,012
Shared power to dispose or direct the disposition: 1,218,727
Marilyn M. Congdon
(a) | Aggregate number of shares of Common Stock beneficially owned: 135,829 |
Percentage: 0.2%
(b) | Sole power to vote or direct the vote: 0 |
Shared power to vote or direct the vote: 135,829
Sole power to dispose or direct the disposition: 0
Shared power to dispose or direct the disposition: 135,829
Kathryn L. Congdon
(a) | Aggregate number of shares of Common Stock beneficially owned: 135,829 |
Percentage: 0.2%
(b) | Sole power to vote or direct the vote: 0 |
Shared power to vote or direct the vote: 135,829
Sole power to dispose or direct the disposition: 0
Shared power to dispose or direct the disposition: 135,829
Helen S. Congdon
(a) | Aggregate number of shares of Common Stock beneficially owned: 516,418 |
Percentage: 0.9%
(b) | Sole power to vote or direct the vote: 0 |
Shared power to vote or direct the vote: 516,418
Sole power to dispose or direct the disposition: 0
Shared power to dispose or direct the disposition: 516,418
Audrey L. Congdon
(a) | Aggregate number of shares of Common Stock beneficially owned: 2,806,053 |
Percentage: 5.0%
(b) | Sole power to vote or direct the vote: 632,345 |
Shared power to vote or direct the vote: 2,173,708
Sole power to dispose or direct the disposition: 632,345
Shared power to dispose or direct the disposition: 2,173,708
Audrey L. Congdon Irrevocable Trust Number Two Dated May 28, 2004
(a) | Aggregate number of shares of Common Stock beneficially owned: 46,105 |
Percentage: 0.1%
(b) | Sole power to vote or direct the vote: 46,105 |
Shared power to vote or direct the vote: 0
Sole power to dispose or direct the disposition: 46,105
Shared power to dispose or direct the disposition: 0
John B. Yowell
(a) | Aggregate number of shares of Common Stock beneficially owned: 1,743,057 |
Percentage: 3.1%
(b) | Sole power to vote or direct the vote: 0 |
Shared power to vote or direct the vote: 1,743,057
Sole power to dispose or direct the disposition: 0
Shared power to dispose or direct the disposition: 1,743,057
Seth Morgan Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010
(a) | Aggregate number of shares of Common Stock beneficially owned: 135,829 |
Percentage: 0.2%
(b) | Sole power to vote or direct the vote: 135,829 |
Shared power to vote or direct the vote: 0
Sole power to dispose or direct the disposition: 135,829
Shared power to dispose or direct the disposition: 0
Megan Elise Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010
(a) | Aggregate number of shares of Common Stock beneficially owned: 135,829 |
Percentage: 0.2%
(b) | Sole power to vote or direct the vote: 135,829 |
Shared power to vote or direct the vote: 0
Sole power to dispose or direct the disposition: 135,829
Shared power to dispose or direct the disposition: 0
Karen C. Pigman
(a) | Aggregate number of shares of Common Stock beneficially owned: 1,754,571 |
Percentage: 3.1%
(b) | Sole power to vote or direct the vote: 866,335 |
Shared power to vote or direct the vote: 888,236
Sole power to dispose or direct the disposition: 866,335
Shared power to dispose or direct the disposition: 888,236
Melissa A. Penley
(a) | Aggregate number of shares of Common Stock beneficially owned: 135,829 |
Percentage: 0.2%
(b) | Sole power to vote or direct the vote: 0 |
Shared power to vote or direct the vote: 135,829
Sole power to dispose or direct the disposition: 0
Shared power to dispose or direct the disposition: 135,829
Matthew A. Penley
(a) | Aggregate number of shares of Common Stock beneficially owned: 135,829 |
Percentage: 0.2%
(b) | Sole power to vote or direct the vote: 0 |
Shared power to vote or direct the vote: 135,829
Sole power to dispose or direct the disposition: 0
Shared power to dispose or direct the disposition: 135,829
Mark A. Penley
(a) | Aggregate number of shares of Common Stock beneficially owned: 135,829 |
Percentage: 0.2%
(b) | Sole power to vote or direct the vote: 0 |
Shared power to vote or direct the vote: 135,829
Sole power to dispose or direct the disposition: 0
Shared power to dispose or direct the disposition: 135,829
John R. Congdon
(a) | Aggregate number of shares of Common Stock beneficially owned: 2,858,592 |
Percentage: 5.1%
(b) | Sole power to vote or direct the vote: 2,647,655 |
Shared power to vote or direct the vote: 210,937
Sole power to dispose or direct the disposition: 2,647,655
Shared power to dispose or direct the disposition: 210,937
Natalie N. Congdon Revocable Trust Dated August 29, 1991
(a) | Aggregate number of shares of Common Stock beneficially owned: 0 |
Percentage: 0.0%
(b) | Sole power to vote or direct the vote: 0 |
Shared power to vote or direct the vote: 0
Sole power to dispose or direct the disposition: 0
Shared power to dispose or direct the disposition: 0
John R. Congdon, Jr.
(a) | Aggregate number of shares of Common Stock beneficially owned: 2,710,061 |
Percentage: 4.8%
(b) | Sole power to vote or direct the vote: 1,752,962 |
Shared power to vote or direct the vote: 957,099
Sole power to dispose or direct the disposition: 1,752,962
Shared power to dispose or direct the disposition: 957,099
Susan C. Terry
(a) | Aggregate number of shares of Common Stock beneficially owned: 764,873 |
Percentage: 1.4%
(b) | Sole power to vote or direct the vote: 764,873 |
Shared power to vote or direct the vote: 0
Sole power to dispose or direct the disposition: 764,873
Shared power to dispose or direct the disposition: 0
Jeffrey W. Congdon
(a) | Aggregate number of shares of Common Stock beneficially owned: 2,902,570 |
Percentage: 5.2%
(b) | Sole power to vote or direct the vote: 1,945,471 |
Shared power to vote or direct the vote: 957,099
Sole power to dispose or direct the disposition: 1,945,471
Shared power to dispose or direct the disposition: 957,099
John R. Congdon Trust for Jeffrey Whitefield Congdon, Jr. Dated January 2, 1991
(a) | Aggregate number of shares of Common Stock beneficially owned: 327,511 |
Percentage: 0.6%
(b) | Sole power to vote or direct the vote: 327,511 |
Shared power to vote or direct the vote: 0
Sole power to dispose or direct the disposition: 327,511
Shared power to dispose or direct the disposition: 0
John R. Congdon Trust for Mark Ross Congdon Dated January 2, 1991
(a) | Aggregate number of shares of Common Stock beneficially owned: 327,763 |
Percentage: 0.6%
(b) | Sole power to vote or direct the vote: 327,763 |
Shared power to vote or direct the vote: 0
Sole power to dispose or direct the disposition: 327,763
Shared power to dispose or direct the disposition: 0
John R. Congdon Trust for Peter Whitefield Congdon Dated January 2, 1991
(a) | Aggregate number of shares of Common Stock beneficially owned: 300,325 |
Percentage: 0.5%
(b) | Sole power to vote or direct the vote: 300,325 |
Shared power to vote or direct the vote: 0
Sole power to dispose or direct the disposition: 300,325
Shared power to dispose or direct the disposition: 0
John R. Congdon Trust for Michael Davis Congdon Dated January 2, 1991
(a) | Aggregate number of shares of Common Stock beneficially owned: 304,303 |
Percentage: 0.5%
(b) | Sole power to vote or direct the vote: 304,303 |
Shared power to vote or direct the vote: 0
Sole power to dispose or direct the disposition: 304,303
Shared power to dispose or direct the disposition: 0
John R. Congdon Trust for Mary Evelyn Congdon Dated January 2, 1991
(a) | Aggregate number of shares of Common Stock beneficially owned: 304,301 |
Percentage: 0.5%
(b) | Sole power to vote or direct the vote: 304,301 |
Shared power to vote or direct the vote: 0
Sole power to dispose or direct the disposition: 304,301
Shared power to dispose or direct the disposition: 0
John R. Congdon Trust for Kathryn Lawson Terry Dated January 2, 1991
(a) | Aggregate number of shares of Common Stock beneficially owned: 322,035 |
Percentage: 0.6%
(b) | Sole power to vote or direct the vote: 322,035 |
Shared power to vote or direct the vote: 0
Sole power to dispose or direct the disposition: 322,035
Shared power to dispose or direct the disposition: 0
John R. Congdon Trust for Nathaniel Everett Terry Dated January 2, 1991
(a) | Aggregate number of shares of Common Stock beneficially owned: 316,982 |
Percentage: 0.6%
(b) | Sole power to vote or direct the vote: 316,982 |
Shared power to vote or direct the vote: 0
Sole power to dispose or direct the disposition: 316,982
Shared power to dispose or direct the disposition: 0
John R. Congdon Trust for Hunter Andrew Terry Dated January 2, 1991
(a) | Aggregate number of shares of Common Stock beneficially owned: 318,082 |
Percentage: 0.6%
(b) | Sole power to vote or direct the vote: 318,082 |
Shared power to vote or direct the vote: 0
Sole power to dispose or direct the disposition: 318,082
Shared power to dispose or direct the disposition: 0
(c) : Between September 13, 2010 and September 21, 2010, the members of the Filing Group, or trusts of which members of the Filing Group are trustees or co-trustees, sold an aggregate of 874,605 shares of Common Stock in open market transactions pursuant to the 10b5-1 Plans. Information regarding the sales is as follows:
Earl E. Congdon Revocable Trust (Earl E. Congdon, Trustee)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
29,054 | $ | 25.4195 | ||
9/14/10 |
20,789 | $ | 25.4546 | ||
9/15/10 |
6,774 | $ | 25.3434 | ||
9/16/10 |
27,545 | $ | 25.9620 | ||
9/16/10 |
8,299 | $ | 26.1053 | ||
9/17/10 |
25,050 | $ | 26.1302 | ||
9/21/10 |
14,151 | $ | 26.0861 | ||
Total |
131,662 |
David S. Congdon Revocable Trust (David S. Congdon, Trustee)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
7,763 | $ | 25.4195 | ||
9/14/10 |
5,560 | $ | 25.4546 | ||
9/15/10 |
1,810 | $ | 25.3434 | ||
9/16/10 |
7,364 | $ | 25.9620 | ||
9/16/10 |
2,219 | $ | 26.1053 | ||
9/17/10 |
6,697 | $ | 26.1302 | ||
9/21/10 |
3,783 | $ | 26.0861 | ||
Total |
35,196 |
Also, on September 3, 2010, David S. Congdon transferred 13,192 shares from his personal account to the David S. Congdon Revocable Trust for no value.
David S. Congdon, as Custodian for Ashlyn L. Congdon
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
4,143 | $ | 25.4195 | ||
9/14/10 |
2,964 | $ | 25.4546 | ||
9/15/10 |
966 | $ | 25.3434 | ||
9/16/10 |
3,927 | $ | 25.9620 | ||
9/16/10 |
1,183 | $ | 26.1053 | ||
9/17/10 |
3,572 | $ | 26.1302 | ||
9/21/10 |
2,018 | $ | 26.0861 | ||
Total |
18,773 |
Marilyn Marie Congdon Revocable Declaration of Trust (Marilyn M. Congdon, Trustee)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
4,143 | $ | 25.4195 | ||
9/14/10 |
2,964 | $ | 25.4546 | ||
9/15/10 |
966 | $ | 25.3434 | ||
9/16/10 |
3,927 | $ | 25.9620 | ||
9/16/10 |
1,183 | $ | 26.1053 | ||
9/17/10 |
3,572 | $ | 26.1302 | ||
9/21/10 |
2,018 | $ | 26.0861 | ||
Total |
18,773 |
Kathryn Leigh Congdon Revocable Declaration of Trust (Kathryn L. Congdon, Trustee)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
4,143 | $ | 25.4195 | ||
9/14/10 |
2,964 | $ | 25.4546 | ||
9/15/10 |
966 | $ | 25.3434 | ||
9/16/10 |
3,927 | $ | 25.9620 | ||
9/16/10 |
1,183 | $ | 26.1053 | ||
9/17/10 |
3,572 | $ | 26.1302 | ||
9/21/10 |
2,018 | $ | 26.0861 | ||
Total |
18,773 |
Helen S. Congdon
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
647 | $ | 25.4195 | ||
9/14/10 |
463 | $ | 25.4546 | ||
9/15/10 |
151 | $ | 25.3434 | ||
9/16/10 |
614 | $ | 25.9620 | ||
9/16/10 |
185 | $ | 26.1053 | ||
9/17/10 |
558 | $ | 26.1302 | ||
9/21/10 |
315 | $ | 26.0861 | ||
Total |
2,933 |
Audrey L. Congdon Revocable Trust (Audrey L. Congdon, Trustee)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
8,415 | $ | 25.4195 | ||
9/14/10 |
6,021 | $ | 25.4546 | ||
9/15/10 |
1,962 | $ | 25.3434 | ||
9/16/10 |
7,978 | $ | 25.9620 | ||
9/16/10 |
2,403 | $ | 26.1053 | ||
9/17/10 |
7,255 | $ | 26.1302 | ||
9/21/10 |
4,098 | $ | 26.0861 | ||
Total |
38,132 |
Audrey L. Congdon Irrevocable Trust Number Two Dated May 28, 2004 (David S. Congdon, Trustee)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
216 | $ | 25.4195 | ||
9/14/10 |
154 | $ | 25.4546 | ||
9/15/10 |
50 | $ | 25.3434 | ||
9/16/10 |
205 | $ | 25.9620 | ||
9/16/10 |
62 | $ | 26.1053 | ||
9/17/10 |
186 | $ | 26.1302 | ||
9/21/10 |
105 | $ | 26.0861 | ||
Total |
978 |
Seth Morgan Yowell Irrevocable Inter Vivos Trust (Audrey L. Congdon and John B. Yowell, Co-Trustees)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
4,143 | $ | 25.4195 | ||
9/14/10 |
2,964 | $ | 25.4546 | ||
9/15/10 |
966 | $ | 25.3434 | ||
9/16/10 |
3,927 | $ | 25.9620 | ||
9/16/10 |
1,183 | $ | 26.1053 | ||
9/17/10 |
3,572 | $ | 26.1302 | ||
9/21/10 |
2,018 | $ | 26.0861 | ||
Total |
18,773 |
Megan Elise Yowell Irrevocable Inter Vivos Trust (Audrey L. Congdon and John B. Yowell, Co-Trustees)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
4,143 | $ | 25.4195 | ||
9/14/10 |
2,964 | $ | 25.4546 | ||
9/15/10 |
966 | $ | 25.3434 | ||
9/16/10 |
3,927 | $ | 25.9620 | ||
9/16/10 |
1,183 | $ | 26.1053 | ||
9/17/10 |
3,572 | $ | 26.1302 | ||
9/21/10 |
2,018 | $ | 26.0861 | ||
Total |
18,773 |
Karen C. Pigman Revocable Trust (Karen C. Pigman, Trustee)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
17,261 | $ | 25.4195 | ||
9/14/10 |
12,351 | $ | 25.4546 | ||
9/15/10 |
4,025 | $ | 25.3434 | ||
9/16/10 |
16,364 | $ | 25.9620 | ||
9/16/10 |
4,930 | $ | 26.1053 | ||
9/17/10 |
14,882 | $ | 26.1302 | ||
9/21/10 |
8,407 | $ | 26.0861 | ||
Total |
78,220 |
Melissa A. Penley Revocable Trust (Melissa A. Penley, Trustee)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
4,143 | $ | 25.4195 | ||
9/14/10 |
2,964 | $ | 25.4546 | ||
9/15/10 |
966 | $ | 25.3434 | ||
9/16/10 |
3,927 | $ | 25.9620 | ||
9/16/10 |
1,183 | $ | 26.1053 | ||
9/17/10 |
3,572 | $ | 26.1302 | ||
9/21/10 |
2,018 | $ | 26.0861 | ||
Total |
18,773 |
Matthew A. Penley Revocable Trust (Matthew A. Penley, Trustee)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
4,143 | $ | 25.4195 | ||
9/14/10 |
2,964 | $ | 25.4546 | ||
9/15/10 |
966 | $ | 25.3434 | ||
9/16/10 |
3,927 | $ | 25.9620 | ||
9/16/10 |
1,183 | $ | 26.1053 | ||
9/17/10 |
3,572 | $ | 26.1302 | ||
9/21/10 |
2,018 | $ | 26.0861 | ||
Total |
18,773 |
Mark A. Penley Revocable Trust (Mark A. Penley, Trustee)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
4,143 | $ | 25.4195 | ||
9/14/10 |
2,964 | $ | 25.4546 | ||
9/15/10 |
966 | $ | 25.3434 | ||
9/16/10 |
3,927 | $ | 25.9620 | ||
9/16/10 |
1,183 | $ | 26.1053 | ||
9/17/10 |
3,572 | $ | 26.1302 | ||
9/21/10 |
2,018 | $ | 26.0861 | ||
Total |
18,773 |
John R. Congdon Revocable Trust (John R. Congdon, Trustee)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
27,780 | $ | 25.4195 | ||
9/14/10 |
19,878 | $ | 25.4546 | ||
9/15/10 |
6,477 | $ | 25.3434 | ||
9/16/10 |
26,337 | $ | 25.9620 | ||
9/16/10 |
8,799 | $ | 26.1053 | ||
9/17/10 |
26,560 | $ | 26.1302 | ||
9/21/10 |
15,004 | $ | 26.0861 | ||
Total |
130,835 |
Natalie N. Congdon Revocable Trust Dated August 29, 1991 (John R. Congdon, Trustee)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
3,026 | $ | 25.4195 | ||
9/14/10 |
2,166 | $ | 25.4546 | ||
9/15/10 |
706 | $ | 25.3434 | ||
9/16/10 |
2,869 | $ | 25.9620 | ||
Total |
8,767 |
John R. Congdon, Jr. Revocable Trust (John R. Congdon, Jr., Trustee)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
6,162 | $ | 25.4195 | ||
9/14/10 |
4,409 | $ | 25.4546 | ||
9/15/10 |
1,437 | $ | 25.3434 | ||
9/16/10 |
5,842 | $ | 25.9620 | ||
9/16/10 |
1,760 | $ | 26.1053 | ||
9/17/10 |
5,313 | $ | 26.1302 | ||
9/21/10 |
3,001 | $ | 26.0861 | ||
Total |
27,924 |
Susan C. Terry Revocable Trust (Susan C. Terry, Trustee)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
11,340 | $ | 25.4195 | ||
9/14/10 |
8,114 | $ | 25.4546 | ||
9/15/10 |
2,644 | $ | 25.3434 | ||
9/16/10 |
10,751 | $ | 25.9620 | ||
9/16/10 |
3,239 | $ | 26.1053 | ||
9/17/10 |
9,777 | $ | 26.1302 | ||
9/21/10 |
5,523 | $ | 26.0861 | ||
Total |
51,388 |
Jeffrey W. Congdon Revocable Trust (Jeffrey W.Congdon, Trustee)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
8,371 | $ | 25.4195 | ||
9/14/10 |
5,990 | $ | 25.4546 | ||
9/15/10 |
1,952 | $ | 25.3434 | ||
9/16/10 |
7,937 | $ | 25.9620 | ||
9/16/10 |
2,391 | $ | 26.1053 | ||
9/17/10 |
7,218 | $ | 26.1302 | ||
9/21/10 |
4,077 | $ | 26.0861 | ||
Total |
37,936 |
John R. Congdon Trust for Jeffrey Whitefield Congdon, Jr. (John R. Congdon, Jr., Trustee)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
5,972 | $ | 25.4195 | ||
9/14/10 |
4,273 | $ | 25.4546 | ||
9/15/10 |
1,392 | $ | 25.3434 | ||
9/16/10 |
5,662 | $ | 25.9620 | ||
9/16/10 |
1,706 | $ | 26.1053 | ||
9/17/10 |
5,149 | $ | 26.1302 | ||
9/21/10 |
2,909 | $ | 26.0861 | ||
Total |
27,063 |
John R. Congdon Trust for Mark Ross Congdon (John R. Congdon, Jr., Trustee)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
5,972 | $ | 25.4195 | ||
9/14/10 |
4,273 | $ | 25.4546 | ||
9/15/10 |
1,392 | $ | 25.3434 | ||
9/16/10 |
5,662 | $ | 25.9620 | ||
9/16/10 |
1,706 | $ | 26.1053 | ||
9/17/10 |
5,149 | $ | 26.1302 | ||
9/21/10 |
2,909 | $ | 26.0861 | ||
Total |
27,063 |
John R. Congdon Trust for Peter Whitefield Congdon (Jeffrey W. Congdon, Trustee)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
6,128 | $ | 25.4195 | ||
9/14/10 |
4,385 | $ | 25.4546 | ||
9/15/10 |
1,429 | $ | 25.3434 | ||
9/16/10 |
5,809 | $ | 25.9620 | ||
9/16/10 |
1,750 | $ | 26.1053 | ||
9/17/10 |
5,283 | $ | 26.1302 | ||
9/21/10 |
2,984 | $ | 26.0861 | ||
Total |
27,768 |
John R. Congdon Trust for Michael Davis Congdon (Jeffrey W. Congdon, Trustee)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
6,214 | $ | 25.4195 | ||
9/14/10 |
4,446 | $ | 25.4546 | ||
9/15/10 |
1,449 | $ | 25.3434 | ||
9/16/10 |
5,891 | $ | 25.9620 | ||
9/16/10 |
1,775 | $ | 26.1053 | ||
9/17/10 |
5,357 | $ | 26.1302 | ||
9/21/10 |
3,026 | $ | 26.0861 | ||
Total |
28,158 |
John R. Congdon Trust for Mary Evelyn Congdon (Jeffrey W. Congdon, Trustee)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
6,214 | $ | 25.4195 | ||
9/14/10 |
4,446 | $ | 25.4546 | ||
9/15/10 |
1,449 | $ | 25.3434 | ||
9/16/10 |
5,891 | $ | 25.9620 | ||
9/16/10 |
1,775 | $ | 26.1053 | ||
9/17/10 |
5,357 | $ | 26.1302 | ||
9/21/10 |
3,026 | $ | 26.0861 | ||
Total |
28,158 |
John R. Congdon Trust for Kathryn Lawson Terry (John R. Congdon, Jr. and Jeffrey W. Congdon, Co-Trustees)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
4,488 | $ | 25.4195 | ||
9/14/10 |
3,211 | $ | 25.4546 | ||
9/15/10 |
1,046 | $ | 25.3434 | ||
9/16/10 |
4,255 | $ | 25.9620 | ||
9/16/10 |
1,282 | $ | 26.1053 | ||
9/17/10 |
3,869 | $ | 26.1302 | ||
9/21/10 |
2,186 | $ | 26.0861 | ||
Total |
20,337 |
John R. Congdon Trust for Nathaniel Everett Terry (John R. Congdon, Jr. and Jeffrey W. Congdon, Co-Trustees)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
3,280 | $ | 25.4195 | ||
9/14/10 |
2,347 | $ | 25.4546 | ||
9/15/10 |
765 | $ | 25.3434 | ||
9/16/10 |
3,109 | $ | 25.9620 | ||
9/16/10 |
937 | $ | 26.1053 | ||
9/17/10 |
2,828 | $ | 26.1302 | ||
9/21/10 |
1,597 | $ | 26.0861 | ||
Total |
14,863 |
John R. Congdon Trust for Hunter Andrew Terry (John R. Congdon, Jr. and Jeffrey W. Congdon, Co-Trustees)
Date |
Number of Shares Sold | Weighted Average Price | |||
9/13/10 |
1,553 | $ | 25.4195 | ||
9/14/10 |
1,112 | $ | 25.4546 | ||
9/15/10 |
362 | $ | 25.3434 | ||
9/16/10 |
1,473 | $ | 25.9620 | ||
9/16/10 |
444 | $ | 26.1053 | ||
9/17/10 |
1,339 | $ | 26.1302 | ||
9/21/10 |
757 | $ | 26.0861 | ||
Total |
7,040 |
(d) | None. |
(e) | Not applicable, except with respect to the Natalie N. Congdon Revocable Trust, as to which the date is September 16, 2010. |
Item 6. | Contracts, Arrangements, Understandings or Relationships with Respect to Securities of the Issuer |
Item 6 is not amended.
Item 7. | Material to be filed as Exhibits |
Exhibit No. |
Description | |
1 |
Joint Filing Agreement, dated September 9, 2010, between and among the members of the Filing Group, pursuant to Rule 13d-1(k) of the Securities Exchange Act of 1934, as amended, incorporated herein by reference from Exhibit 99.1 to the Schedule 13D filed by the Filing Group on September 9, 2010. | |
2 |
Power of Attorney executed by the members of the Filing Group authorizing Joel B. McCarty, Jr., J. Wes Frye, John P. Booker, III and Alice G. Gibson, and each of them, to sign and file Schedule 13D and related documents and amendments thereto on behalf of each person or entity who executed such Power of Attorney, incorporated herein by reference from Exhibit 99.2 to the Schedule 13D filed by the Filing Group on September 9, 2010. | |
3 |
Form of Rule 10b5-1 Sales Plan between Stifel, Nicolaus & Company, Incorporated and the members of the Filing Group, or trusts of which members of the Filing Group are trustees or co-trustees, |
incorporated herein by reference from Exhibit 99.3 to the Schedule 13D filed by the Filing Group on September 9, 2010. |
SIGNATURES
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.
Date: September 24, 2010
EARL E. CONGDON | ||
/s/ Joel B. McCarty, Jr., by Power of Attorney | ||
Earl E. Congdon | ||
DAVID S. CONGDON | ||
/s/ Joel B. McCarty, Jr., by Power of Attorney | ||
David S. Congdon | ||
MARILYN M. CONGDON | ||
/s/ Joel B. McCarty, Jr., by Power of Attorney | ||
Marilyn M. Congdon | ||
KATHRYN L. CONGDON | ||
/s/ Joel B. McCarty, Jr., by Power of Attorney | ||
Kathryn L. Congdon | ||
HELEN S. CONGDON | ||
/s/ Joel B. McCarty, Jr., by Power of Attorney | ||
Helen S. Congdon | ||
AUDREY L. CONGDON | ||
/s/ Joel B. McCarty, Jr., by Power of Attorney | ||
Audrey L. Congdon | ||
AUDREY L. CONGDON IRREVOCABLE TRUST NUMBER TWO DATED MAY 28, 2004 | ||
By: | /s/ Joel B. McCarty, Jr., by Power of Attorney | |
David S. Congdon, Trustee |
JOHN B. YOWELL | ||
/s/ Joel B. McCarty, Jr., by Power of Attorney | ||
John B. Yowell | ||
SETH MORGAN YOWELL IRREVOCABLE INTER VIVOS TRUST DATED AUGUST 25, 2010 | ||
By: | /s/ Joel B. McCarty, Jr., by Power of Attorney | |
Audrey L. Congdon, Co-Trustee | ||
By: | /s/ Joel B. McCarty, Jr., by Power of Attorney | |
John B. Yowell, Co-Trustee | ||
MEGAN ELISE YOWELL IRREVOCABLE INTER VIVOS TRUST AUGUST 25, 2010 | ||
By: | /s/ Joel B. McCarty, Jr., by Power of Attorney | |
Audrey L. Congdon, Co-Trustee | ||
By: | /s/ Joel B. McCarty, Jr., by Power of Attorney | |
John B. Yowell, Co-Trustee | ||
KAREN C. PIGMAN | ||
/s/ Joel B. McCarty, Jr., by Power of Attorney | ||
Karen C. Pigman | ||
MELISSA A. PENLEY | ||
/s/ Joel B. McCarty, Jr., by Power of Attorney | ||
Melissa A. Penley | ||
MATTHEW A. PENLEY | ||
/s/ Joel B. McCarty, Jr., by Power of Attorney | ||
Matthew A. Penley | ||
MARK A. PENLEY | ||
/s/ Joel B. McCarty, Jr., by Power of Attorney | ||
Mark A. Penley |
JOHN R. CONGDON | ||
/s/ Joel B. McCarty, Jr., by Power of Attorney | ||
John R. Congdon | ||
NATALIE N. CONGDON REVOCABLE TRUST DATED AUGUST 29, 1991 | ||
By: | /s/ Joel B. McCarty, Jr., by Power of Attorney | |
John R. Congdon, Trustee | ||
JOHN R. CONGDON, JR. | ||
/s/ Joel B. McCarty, Jr., by Power of Attorney | ||
John R. Congdon, Jr. | ||
SUSAN C. TERRY | ||
/s/ Joel B. McCarty, Jr., by Power of Attorney | ||
Susan C. Terry | ||
JEFFREY W. CONGDON | ||
/s/ Joel B. McCarty, Jr., by Power of Attorney | ||
Jeffrey W. Congdon | ||
JOHN R. CONGDON TRUST FOR JEFFREY WHITEFIELD CONGDON, JR. DATED JANUARY 2, 1991 | ||
By: | /s/ Joel B. McCarty, Jr., by Power of Attorney | |
John R. Congdon, Jr., Trustee | ||
JOHN R. CONGDON TRUST FOR MARK ROSS CONGDON DATED JANUARY 2, 1991 | ||
By: | /s/ Joel B. McCarty, Jr., by Power of Attorney | |
John R. Congdon, Jr., Trustee | ||
JOHN R. CONGDON TRUST FOR PETER WHITEFIELD CONGDON DATED JANUARY 2, 1991 | ||
By: | /s/ Joel B. McCarty, Jr., by Power of Attorney | |
Jeffrey W. Congdon, Trustee |
JOHN R. CONGDON TRUST FOR MICHAEL DAVIS CONGDON DATED JANUARY 2, 1991 | ||
By: | /s/ Joel B. McCarty, Jr., by Power of Attorney | |
Jeffrey W. Congdon, Trustee | ||
JOHN R. CONGDON TRUST FOR MARY EVELYN CONGDON DATED JANUARY 2, 1991 | ||
By: | /s/ Joel B. McCarty, Jr., by Power of Attorney | |
Jeffrey W. Congdon, Trustee | ||
JOHN R. CONGDON TRUST FOR KATHRYN LAWSON TERRY DATED JANUARY 2, 1991 | ||
By: | /s/ Joel B. McCarty, Jr., by Power of Attorney | |
John R. Congdon, Jr., Co-Trustee | ||
By: | /s/ Joel B. McCarty, Jr., by Power of Attorney | |
Jeffrey W. Congdon, Co-Trustee | ||
JOHN R. CONGDON TRUST FOR NATHANIEL EVERETT TERRY DATED JANUARY 2, 1991 | ||
By: | /s/ Joel B. McCarty, Jr., by Power of Attorney | |
John R. Congdon, Jr., Co-Trustee | ||
By: | /s/ Joel B. McCarty, Jr., by Power of Attorney | |
Jeffrey W. Congdon, Co-Trustee | ||
JOHN R. CONGDON TRUST FOR HUNTER ANDREW TERRY DATED JANUARY 2, 1991 | ||
By: | /s/ Joel B. McCarty, Jr., by Power of Attorney | |
John R. Congdon, Jr., Co-Trustee | ||
By: | /s/ Joel B. McCarty, Jr., by Power of Attorney | |
Jeffrey W. Congdon, Co-Trustee |