Edgar Filing: TA ADVENT VIII PL

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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(AMENDMENT NO. _________)*

Ameritrade Holding Company, Inc.
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(Name of Issuer)

Common Stock Par Value $.01
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(Title of Class of Securities)

03074K 10 0

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(CUSIP Number)

12/31/02

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(Date of Event Which Requires Filing of this Statement)

THIS SCHEDULE IS BEING FILED PURSUANT TO 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 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).

Page 1

CUSIP NO. 03074K 10 0 13G PAGE 2

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1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON

TA IX L.P. 04-3520503
TA/Advent VIII L.P. 04-3334380
Advent Atlantic and Pacific III L.P. 04-3299318
TA/Atlantic and Pacific IV L.P. 04-3465628
TA Executives Fund LLC 04-3398534
TA Investors LLC 04-3395404
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2 CHECK THE BOX IF A MEMBER OF A GROUP*
(A) X

(B)

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3 SEC USE ONLY

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4 CITIZENSHIP OR PLACE OF ORGANIZATION

TA IX L.P. Delaware
TA/Advent VIII L.P. Delaware
Advent Atlantic and Pacific III L.P. Delaware
TA/Atlantic and Pacific IV L.P. Delaware
TA Executives Fund LLC Delaware
TA Investors LLC Delaware
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5 SOLE VOTING POWER

NUMBER OF TA IX L.P. 24,766,979
TA/Advent VIII L.P. 8,887,320
Advent Atlantic and Pacific III L.P. 1,530,927
TA/Atlantic and Pacific IV L.P. 6,023,607
TA Executives Fund LLC 278,967
SHARES TA Investors LLC 673,084
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6 SHARED VOTING POWER

BENEFICIALLY N/A
OWNED BY
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7 SOLE DISPOSITIVE POWER

EACH TA IX L.P. 24,766,979
TA/Advent VIII L.P. 8,887,320
Advent Atlantic and Pacific III L.P. 1,530,927
REPORTING TA/Atlantic and Pacific IV L.P. 6,023,607
TA Executives Fund LLC 278,967
TA Investors LLC 673,084
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8 SHARED DISPOSITIVE POWER

WITH N/A

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9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
TA IX L.P. 24,766,979
TA/Advent VIII L.P. 8,887,320
Advent Atlantic and Pacific III L.P. 1,530,927
TA/Atlantic and Pacific IV L.P. 6,023,607
TA Executives Fund LLC 278,967
TA Investors LLC 673,084
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10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*

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11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
TA IX L.P. 5.76%
TA/Advent VIII L.P. 2.07%
Advent Atlantic and Pacific III L.P. 0.36%
TA/Atlantic and Pacific IV L.P. 1.40%
TA Executives Fund LLC 0.29%
TA Investors LLC 0.31%
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12 TYPE OF REPORTING PERSON

Four Limited Partnerships
Two Limited Liability Companies
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Page 3

ITEM 1 (A) NAME OF ISSUER: Ameritrade Holding Company, Inc.
.
ITEM 1 (B) ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES:
4211 South 102nd Street
Omaha, NE 68127

ITEM 2 (A) NAME OF PERSON FILING:
TA IX L.P.
TA/Advent VIII L.P
Advent Atlantic and Pacific III L.P.
TA/Atlantic and Pacific IV L.P.
TA Executives Fund LLC
TA Investors LLC

ITEM 2 (B) ADDRESS OF PRINCIPAL BUSINESS OFFICE:

c/o TA Associates
125 High Street, Suite 2500
Boston, MA 02110

ITEM 2 (C) CITIZENSHIP: Not Applicable

ITEM 2 (D) TITLE AND CLASS OF SECURITIES: Common

ITEM 2 (E) CUSIP NUMBER: 03074K 10 0

ITEM 3 IF THIS STATEMENT IS FILED PURSUANT TO RULES 13D-1 (B) OR 13D-2 (B),
CHECK WHETHER THE PERSON FILING IS A:
Not Applicable

ITEM 4 OWNERSHIP

ITEM 4 (A) AMOUNT BENEFICIALLY OWNED: COMMON STOCK
------------

TA IX L.P. 24,766,979
TA/Advent VIII L.P 8,887,320
Advent Atlantic and Pacific III L.P. 1,530,927
TA/Atlantic and Pacific IV L.P. 6,023,607
TA Executives Fund LLC 278,967
TA Investors LLC 673,084

ITEM 4 (B) PERCENT OF CLASS PERCENTAGE
----------

TA IX L.P. 5.76%
TA/Advent VIII L.P 2.07%
Advent Atlantic and Pacific III L.P. 0.36%
TA/Atlantic and Pacific IV L.P. 1.40%
TA Executives Fund LLC 0.29%
TA Investors LLC 0.31%

ITEM 4 (C) NUMBER OF SHARES AS TO WHICH SUCH PERSON HAS:

(I) SOLE POWER TO VOTE OR DIRECT THE VOTE: COMMON STOCK
------------

TA IX L.P. 24,766,979
TA/Advent VIII L.P 8,887,320
Advent Atlantic and Pacific III L.P. 1,530,927
TA/Atlantic and Pacific IV L.P. 6,023,607
TA Executives Fund LLC 278,967
TA Investors LLC 673,084

(II) SHARED POWER TO VOTE OR DIRECT THE VOTE: N/A

(III) SOLE POWER TO DISPOSE OR DIRECT THE DISPOSITION: COMMON STOCK
------------

TA IX L.P. 24,766,979
TA/Advent VIII L.P 8,887,320
Advent Atlantic and Pacific III L.P. 1,530,927
TA/Atlantic and Pacific IV L.P. 6,023,607
TA Executives Fund LLC 278,967
TA Investors LLC 673,084

(IV) SHARED POWER TO DISPOSE OR DIRECT THE DISPOSITION N/A

PAGE 4

ITEM 5 OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS: Not Applicable

ITEM 6 OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER PERSON:
Not Applicable

ITEM 7 IDENTIFICATION AND CLASSIFICATION OF THE SUBSIDIARY THAT ACQUIRED
THE SECURITY BEING REPORTED ON BY THE PARENT HOLDING COMPANY:
Not Applicable

ITEM 8 IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP:
This schedule 13G is filed pursuant to Rule 13d-1 (d). For the
agreement of the TA group members to a joint filing, see below.

The TA Associates group of funds is party to a Stockholders
Agreement, dated as of April 6, 2002, between the Issuer,
entities affiliated with J. Joe Ricketts, entities affiliated
with Bain Capital, and entities affiliated with Silver Lake
Partners, L.P. An exhibit listing each party to the
Stockholders Agreement is attached hereto. The Stockholders
Agreement requires the parties to vote their Common Stock for
directors that are designated in accordance with the
provisions of the Stockholders Agreement. The Stockholders
Agreement restricts the parties from selling Common Stock in
some negotiated transactions unless the seller offers each
other party an opportunity to participate in the sale. In
addition, the Stockholders Agreement restricts the parties
from voting their shares of Common Stock in favor of or
against certain sale of the company transactions that are not
approved by the requisite directors. The aggregate number of
shares of Common Stock owned by the parties to the
Stockholders Agreement, based on information provided to TA
Associates by the other parties to the Stockholders Agreement,
is 235,810,178 shares. The share ownership for TA Associates
does not include any shares owned by the other parties to the
Stockholders Agreement. TA Associates disclaims beneficial
ownership of any shares of Common Stock owned by the other
parties to the Stockholders Agreement.

ITEM 9 NOTICE OF DISSOLUTION OF GROUP: Not Applicable

ITEM 10 CERTIFICATION: Not Applicable

SIGNATURE

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

AGREEMENT FOR JOINT FILING

TA IX L.P., TA/Advent VIII L.P., Advent Atlantic and Pacific III L.P.,
TA/Atlantic and Pacific IV L.P., TA Executives Fund LLC and TA Investors LLC,
hereby agree that TA Associates shall file with the Securities and Exchange
Commission a joint schedule 13G on behalf of the above-named parties concerning
their beneficial ownership of Ameritrade Holding Company, Inc.

Dated:

TA IX L.P.
By: TA Associates IX LLC., its General Partner
By: TA Associates, Inc. its Manager