-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, DQszr9koV3fDChpuHjopH7NVoHEJ6uZFQr0T/GvPhS5ZlgijlYx2yxExanwvhb+/ ueEcuhZjqupmHXBjpItI4g== 0001001185-03-000008.txt : 20030214 0001001185-03-000008.hdr.sgml : 20030214 20030214125401 ACCESSION NUMBER: 0001001185-03-000008 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20030214 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: IDX SYSTEMS CORP CENTRAL INDEX KEY: 0001001185 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-COMPUTER INTEGRATED SYSTEMS DESIGN [7373] IRS NUMBER: 030222230 STATE OF INCORPORATION: VT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-49314 FILM NUMBER: 03565132 BUSINESS ADDRESS: STREET 1: 1400 SHELBURNE RD STREET 2: PO BOX 1070 CITY: SOUTH BURLINGTON STATE: VT ZIP: 05403 BUSINESS PHONE: 8028621022 MAIL ADDRESS: STREET 1: 1400 SHELBURNE RD STREET 2: PO BOX 1070 CITY: SOUTH BURLINGTON STATE: VT ZIP: 05403 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: HOEHL ROBERT H CENTRAL INDEX KEY: 0001049353 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-COMPUTER INTEGRATED SYSTEMS DESIGN [7373] STATE OF INCORPORATION: VT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: 1400 SHELBURNE RD STREET 2: PO BOX 1070 CITY: SOUTH BURLINGTON STATE: VT ZIP: 05403 BUSINESS PHONE: 8028621022 MAIL ADDRESS: STREET 1: 1400 SHELBURNE RD STREET 2: PO BOX 1070 CITY: SOUTH BURLINGTON STATE: VT ZIP: 05403 SC 13G/A 1 rhha713g02.txt AMENDMENT NO. 7 TO SC 13G FOR ROBERT H. HOEHL UNITED STATES 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 13d-2(b) (Amendment No. 7)1 IDX SYSTEMS CORPORATION (Name of Issuer) COMMON STOCK, PAR VALUE $0.01 (Title of Class of Securities) 449491 10 9 (CUSIP Number) December 31, 2002 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [ ] Rule 13d-1(b) [ ] Rule 13d-1(c) [X] Rule 13d-1(d) - ------------- 1 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 be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). CUSIP No. 449491 10 9 13G Page 2 of 5 Pages - -------------------------------------------------------------------------------- 1 NAMES OF REPORTING PERSONS. I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Robert H. Hoehl - -------------------------------------------------------------------------------- - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) Inapplicable - -------------------------------------------------------------------------------- - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S.A. - -------------------------------------------------------------------------------- - -------------------------------------------------------------------------------- NUMBER OF SHARES 5 SOLE VOTING POWER BENEFICIALLY OWNED BY EACH REPORTING 7,340 (represents shares that Mr. Hoehl has the PERSON WITH right to acquire within sixty days ofDecember 31, 2002) --------------------------------------------------------- --------------------------------------------------------- 6 SHARED VOTING POWER 2,977,948 (consists of 80,000 shares held by the Hoehl Family Foundation, a Vermont non-profit corporation, the officers and trustees of which are Mr. and Mrs. Hoehl and certain of their children, and as to which shares Mr. and Mrs. Hoehl each disclaim beneficial ownership as well as (i) 666,537 shares held by Mrs. Hoehl, as trustee of three trusts (three trusts for 222,179 shares each), the beneficiaries of which are the Hoehl's children, as to which shares Mr. and Mrs. Hoehl each disclaim beneficial ownership, (ii) 980,617 shares held by Cynthia K. Hoehl, Trustee of the Robert H. Hoehl Grantor Retained Annuity Trust U/A 12/12/01, as to which shares Mr. and Mrs. Hoehl each disclaim beneficial ownership, and (iii) 1,250,794 shares held by Cynthia K. Hoehl, Trustee of the Robert H. Hoehl FLITE Trust U/A 12/12/01, as to which such shares, Mr. Hoehl shares voting power with Mrs. Hoehl, as trustee, pursuant to an informal voting arrangement) --------------------------------------------------------- --------------------------------------------------------- 7 SOLE DISPOSITIVE POWER 7,340 (represents shares that Mr. Hoehl has the right to acquire within sixty days of December 31, 2002) --------------------------------------------------------- --------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 80,000 (represents shares held by the Hoehl Family Foundation, as to which shares Mr. Hoehl disclaims beneficial ownership) - -------------------------------------------------------------------------------- - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,985,288 (consists of (i) 1,250,794 shares held by Cynthia K. Hoehl, Trustee of the Robert H. Hoehl FLITE Trust U/A 12/12/01, a Florida intagible tax exemption trust; (ii) 980,617 shares held by Cynthia K. Hoehl, Trustee of the Robert H. Hoehl Grantor Retained Annuity Trust U/A 12/12/01, as to which shares Mr. and Mrs. Hoehl each disclaim beneficial ownership; (iii) 7,340 shares which Mr. Hoehl has a right to acquire within sixty days of December 31, 2002; (iv) 666,537 shares held by Mrs. Hoehl, as trustee of three trusts (three trusts for 222,179 shares each), the beneficiaries of which are the Hoehl's children, as to which shares Mr. and Mrs. Hoehl each disclaim beneficial ownership; and (v) 80,000 shares held by the Hoehl Family Foundation, a Vermont non-profit corporation, the officers and trustees of which are Mr. and Mrs. Hoehl and certain of their children, and as to which shares Mr. and Mrs. Hoehl each disclaim beneficial ownership) - -------------------------------------------------------------------------------- - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES Inapplicable - -------------------------------------------------------------------------------- - -------------------------------------------------------------------------------- CUSIP No. 449491 10 9 13G Page 3 of 5 Pages - -------------------------------------------------------------------------------- - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 10.28% - -------------------------------------------------------------------------------- - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING (SEE INSTRUCTIONS) IN - -------------------------------------------------------------------------------- Item 1(a) Name of Issuer: --------------- IDX Systems Corporation Item 1(b) Address of Issuer's Principal Executive Office: ----------------------------------------------- 40 IDX Drive P.O. Box 1070 Burlington, Vermont 05402 Item 2(a) Name of Person Filing: ---------------------- Robert H. Hoehl, individually Item 2(b) Address of Principal Business Office or if none, Residence: ----------------------------------------------------------- Robert H. Hoehl 8473 Bay Colony Drive Biltmore #1602 Naples, FL 34108 Item 2(c) Citizenship: ------------ United States of America Item 2(d) Title of Class of Securities: ----------------------------- Common Stock, $0.01 par value Item 2(e) CUSIP Number: ------------- 449491 10 9 Item 3 Description of Person Filing: ----------------------------- Inapplicable Item 4 Ownership:* ---------- (a) Amount Beneficially Owned: 2,985,288 - -------------------- * As of December 31, 2002 CUSIP No. 449491 10 9 13G Page 4 of 5 Pages This amount consists of (i) 1,250,794 shares held by Cynthia K. Hoehl, Trustee of the Robert H. Hoehl FLITE Trust U/A 12/12/01, a Florida intangible tax exemption trust, as to which shares, Mr. Hoehl shares voting power with Mrs. Hoehl, as trustee, pursuant to an informal voting arrangement; (ii) 980,617 shares held by Cynthia K. Hoehl, Trustee of the Robert H. Hoehl Grantor Retained Annuity Trust U/A 12/12/01, as to which shares, Mr. Hoehl shares voting power with Mrs. Hoehl, as trustee, pursuant to an informal voting arrangement, and as to which shares Mr. and Mrs. Hoehl each disclaim beneficial ownership; (iii) 7,340 shares which Mr. Hoehl has a right to acquire within sixty days of December 31, 2001; (iv) 666,537 shares held by Mrs. Hoehl, as trustee of three trusts (three trusts for 222,179 shares each), the beneficiaries of which are the Hoehl's children, as to which shares, Mr. Hoehl shares voting power with Mrs. Hoehl, as trustee, pursuant to an informal voting arrangement, and as to which shares Mr. and Mrs. Hoehl each disclaim beneficial ownership, and; and (v) 80,000 shares held by the Hoehl Family Foundation, a Vermont non-profit corporation, the officers and trustees of which are Mr. and Mrs. Hoehl and certain of their children, and as to which shares Mr. and Mrs. Hoehl each disclaim beneficial ownership. (b) Percent of Class: 10.28% (c) Number of Shares as to which such person has: (i) sole power to vote or to direct the vote: 7,340 (ii) shared power to vote or to direct the vote: 2,977,948 (iii) sole power to dispose or to direct the disposition of: 7,340 (iv) shared power to dispose or to direct the disposition of: 80,000 Item 5 Ownership of Five Percent or Less of a Class: --------------------------------------------- Inapplicable Item 6 Ownership of More than Five Percent on Behalf of Another -------------------------------------------------------- Person: ------- Cynthia K. Hoehl has the right to receive or the power to direct the receipt of dividends from, or the proceeds from, as applicable, the sale of (i) 666,537 shares held by Mrs. Hoehl as trustee of three trusts, the beneficiaries of which are the Hoehl's children, (ii) 1,250,794 shares held by Mrs. Hoehl as trustee of the Robert H. Hoehl FLITE U/A 12/12/01, (iii) 980,617 shares held by Mrs. Hoehl as trustee of the Robert H. Hoehl Grantor Retained Annuity Trust U/A 12/12/01, and (iv) 80,000 shares held by the Hoehl Family Foundation, a Vermont non-profit corporation, the officers and trustees of which are Mr. and Mrs. Hoehl and certain of their children. .. Item 7 Identification and Classification of the Subsidiary Which --------------------------------------------------------- Acquired the Security Being Reported on by the Parent ----------------------------------------------------- Holding Company or Control Person: ---------------------------------- Inapplicable Item 8 Identification and Classification of Members of the Group: ---------------------------------------------------------- Inapplicable Item 9 Notice of Dissolution of a Group: --------------------------------- Inapplicable Item 10 Certification: -------------- Inapplicable 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. DATED: February 14, 2003 /S/ ROBERT H. HOEHL ------------------------------ Robert H. Hoehl -----END PRIVACY-ENHANCED MESSAGE-----