-----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, STSBJGggO5AfWuEvqHFeAvQyyBj8aiZ/3cnt6n1MEH5tgxAPJSGCKa0PRYvmoU34 EgMhIrNq6r513oSoBCdJhw== 0001036050-00-000183.txt : 20000215 0001036050-00-000183.hdr.sgml : 20000215 ACCESSION NUMBER: 0001036050-00-000183 CONFORMED SUBMISSION TYPE: SC 13G PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20000214 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: IRON MOUNTAIN INC/PA CENTRAL INDEX KEY: 0001020569 STANDARD INDUSTRIAL CLASSIFICATION: PUBLIC WAREHOUSING & STORAGE [4220] IRS NUMBER: 232588479 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G SEC ACT: SEC FILE NUMBER: 005-52359 FILM NUMBER: 542356 BUSINESS ADDRESS: STREET 1: 745 ATLANTIC AVENUE CITY: BOSTON STATE: MA ZIP: 02111- BUSINESS PHONE: (617)-535- MAIL ADDRESS: STREET 1: 745 ATLANTIC AVENUE CITY: BOSTON STATE: MA ZIP: 02111- FORMER COMPANY: FORMER CONFORMED NAME: PIERCE LEAHY CORP DATE OF NAME CHANGE: 19960807 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: PIERCE LEO W SR CENTRAL INDEX KEY: 0001055182 STANDARD INDUSTRIAL CLASSIFICATION: [] FILING VALUES: FORM TYPE: SC 13G BUSINESS ADDRESS: STREET 1: PIERCE LEAHY CORP STREET 2: 631 PARK AVE CITY: KING OF PRUSSIA STATE: PA ZIP: 19406 BUSINESS PHONE: 6109928200 MAIL ADDRESS: STREET 1: PIERCE LEAHY CORP STREET 2: 631 PARK AVE CITY: KING OF PRUSSIA STATE: PA ZIP: 19406 SC 13G 1 SCHEDULE 13G FOR LEO W. PIERCE SR. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G 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. 2) Iron Mountain Incorporated ----------------------------------------------- (Name of Issuer) Common Stock --------------------------------------------- (Title of Class of Securities) 462846 10 6 ------------------------------ (CUSIP Number) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [_] Rule 13d-1(b) [_] Rule 13d-1(c) [X] Rule 13d-1(d) The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). - -------------------------------------------------------------------------------- CUSIP No. 462846 10 6 13G Page 2 of 5 Pages - -------------------------------------------------------------------------------- - ------------------------------------------------------------------------------ NAME OF REPORTING PERSON 1 S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSON Leo W. Pierce, Sr. - ------------------------------------------------------------------------------ CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* 2 (a) [_] (b) [_] - ------------------------------------------------------------------------------ SEC USE ONLY 3 - ------------------------------------------------------------------------------ CITIZENSHIP OR PLACE OF ORGANIZATION 4 United States of America - ------------------------------------------------------------------------------ SOLE VOTING POWER 5 NUMBER OF 3,000 SHARES ----------------------------------------------------------- SHARED VOTING POWER BENEFICIALLY 6 OWNED BY 6,733,415 ----------------------------------------------------------- EACH SOLE DISPOSITIVE POWER 7 REPORTING 477,974 PERSON ----------------------------------------------------------- SHARED DISPOSITIVE POWER WITH 8 140,193 - ------------------------------------------------------------------------------ AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 9 6,736,415 - ------------------------------------------------------------------------------ CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* 10 - ------------------------------------------------------------------------------ PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 11 39.5% - ------------------------------------------------------------------------------ TYPE OF REPORTING PERSON* 12 IN - ------------------------------------------------------------------------------ *SEE INSTRUCTION BEFORE FILLING OUT! -2- SCHEDULE 13G Item 1. 1(a). Name of Issuer: Iron Mountain Incorporated 1(b). Address of Issuer's Principal Executive Offices: 745 Atlantic Avenue, Boston, Massachusetts 02111 Item 2. 2(a). Name of Person Filing: Leo W. Pierce, Sr. 2(b). Address of Principal Business Office: 745 Atlantic Avenue, Boston, Massachusetts 02111 2(c). Citizenship: U.S. 2(d). Title of Class of Securities: Common Stock, $.01 par value 2(e). CUSIP Number: 462846 10 6 Item 3. Not Applicable. Item 4. Ownership As of December 31, 1999, Leo W. Pierce, Sr. beneficially owned (as calculated in accordance with Rule 13d-3) 6,736,415 shares of Common Stock, representing 39.5% of the Common Stock then outstanding. Of such amount, 6,593,222 shares are held in a Voting Trust pursuant to a Voting Trust Agreement dated June 24, 1997 (as amended or restated from time to time, the "Voting Trust") or pursuant to proxies issued in connection with the Voting Trust. Mr. Pierce and J. Peter Pierce are the Trustees of the Voting Trust and, as such, each has shared power to vote the shares held in the Voting Trust or subject to such proxies. In the event that the two Trustees disagree as to how to vote the shares held subject to the Voting Trust or subject to the proxies, one-half of the shares subject to the Voting Trust and the proxies will be voted at the direction of each Trustee. The beneficial owners of interests in the Voting Trust or the shares subject to the proxies have the right to dispose of the shares as to which they have beneficial interest. Mr. Pierce has a direct beneficial interest in the 350,000 shares of Common Stock held in the Voting Trust and 3,000 shares owns directly by him which are not subject to the Voting Trust, and, as such, has sole dispositive power with respect to 353,000 shares. Mr. Pierce also beneficially owns 124,974 shares as trustee of a trust and as such has sole dispositive power with respect to such shares. Mr. Pierce is also the Co-trustee of the Pierce Family Foundation (the "Foundation"), which owns 140,193 shares of Common Stock. In his capacity as Co-trustee, Mr. -3- Pierce has shared voting and dispositive power with respect to such shares. Mr. Pierce disclaims beneficial ownership of all shares held by the Foundation. 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 Except with respect to the 350,000 shares of Common Stock held in the Voting Trust with respect to which Mr. Pierce has a direct beneficial interest, all of other shares of Common Stock held in the Voting Trust are beneficialy owned by other members of the Pierce family or Trusts for the benefit of members of the Pierce family. As such, the various beneficial owners of interests in the Voting Trust have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such shares of Common Stock. Of the shares held in the Voting Trust, the following individuals have the right to receive or direct the receipt of dividends from or the proceeds from the sale of the number of shares of Common Stock indiciated: J. Peter Pierce -- 1,174,987 shares; Leo W. Pierce, Jr. -- 861,437 shares; Mary E. Pierce -- 1,081,953 shares; and Barbara P. Quinn -- 860,558 shares. With respect to the 140,193 shares of Common Stock held by the Foundation, the Foundation has the right to receive the dividends from or the proceeds from the sale of such shares. Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company Not Applicable. Item 8. Identification and Classification of Members of the Group Not Applicable. Item 9. Notice of Dissolution of Group Not Applicable. Item 10. Certification Not Applicable. -4- 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. February 14, 2000 -------------------------------- Date /s/ Leo W. Pierce, Sr. -------------------------------- Signature Leo W. Pierce, Sr. -------------------------------- Name/Title -5- -----END PRIVACY-ENHANCED MESSAGE-----