-----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, CjF3XGjqWyLteEWuo78GX9srd2WT7VbV+LfWd4tLyNxSbrwz5M3laAnXGRp8EBKZ 19oiS1bo1Su9/jF9Fh9ZyQ== 0000912057-02-003133.txt : 20020414 0000912057-02-003133.hdr.sgml : 20020414 ACCESSION NUMBER: 0000912057-02-003133 CONFORMED SUBMISSION TYPE: SC 13D/A PUBLIC DOCUMENT COUNT: 2 FILED AS OF DATE: 20020129 GROUP MEMBERS: CHARLES J. WYLY, JR. SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: MICHAELS STORES INC CENTRAL INDEX KEY: 0000740670 STANDARD INDUSTRIAL CLASSIFICATION: RETAIL-HOBBY, TOY & GAME SHOPS [5945] IRS NUMBER: 751943604 STATE OF INCORPORATION: DE FISCAL YEAR END: 0201 FILING VALUES: FORM TYPE: SC 13D/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-35305 FILM NUMBER: 02520517 BUSINESS ADDRESS: STREET 1: 8000 BENT BRANCH DR STREET 2: PO BOX 619566 CITY: IRVING STATE: TX ZIP: 75063 BUSINESS PHONE: 2147147000 MAIL ADDRESS: STREET 1: PO BOX 619566 CITY: DFW STATE: TX ZIP: 75261 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: WYLY SAMUEL EVANS CENTRAL INDEX KEY: 0000909761 FILING VALUES: FORM TYPE: SC 13D/A BUSINESS ADDRESS: STREET 1: 8080 N CENTRAL EXPRESSWAY STREET 2: LB 31 CITY: DALLAS STATE: TX ZIP: 75206 FORMER COMPANY: FORMER CONFORMED NAME: WYLY SAM DATE OF NAME CHANGE: 19930726 SC 13D/A 1 a2068979zsc13da.txt 13D/A SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ------ SCHEDULE 13D/A (RULE 13d-101) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULE 13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(a) (Amendment No.32) MICHAELS STORES, INC. (Name of Issuer) COMMON STOCK, PAR VALUE $0.10 PER SHARE (Title of Class of Securities) 594087-10-8 (CUSIP Number) ROBERT L. ESTEP JONES, DAY, REAVIS & POGUE 2727 N. HARWOOD STREET DALLAS, TEXAS 75201 (214) 220-3939 (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications) OCTOBER 4, 2001 (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 which is the subject of this Schedule 13D, and is filing this schedule because of Rule 13d-1(e), 13d-1(f) or 13d-1(g), check the following box . / / (Continued on following pages) (Page 1 of 6 Pages) CUSIP No. 594087-10-8 13D/A Page 2 of 6 Pages - ------------------------------------------------------------------------------- (1) NAMES OF REPORTING PERSONS. I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Sam Wyly - ------------------------------------------------------------------------------- (2) CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- (3) SEC USE ONLY - ------------------------------------------------------------------------------- (4) SOURCE OF FUNDS* BK, OO, WC - ------------------------------------------------------------------------------- (5) CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) / / - ------------------------------------------------------------------------------- (6) CITIZENSHIP OR PLACE OF ORGANIZATION United States of America - ------------------------------------------------------------------------------- (7) SOLE VOTING POWER NUMBER OF 175,896 SHARES -------------------------------------------------- BENEFICIALLY (8) SHARED VOTING POWER OWNED BY 0 EACH -------------------------------------------------- REPORTING (9) SOLE DISPOSITIVE POWER PERSON WITH 675,896 -------------------------------------------------- (10) SHARED DISPOSITIVE POWER 0 - ------------------------------------------------------------------------------- (11) AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 675,896 - ------------------------------------------------------------------------------- (12) CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- (13) PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 2.0% - ------------------------------------------------------------------------------- (14) TYPE OF REPORTING PERSON* IN - ------------------------------------------------------------------------------- CUSIP No. 594087-10-8 13D/A Page 3 of 6 Pages - ------------------------------------------------------------------------------- (1) NAMES OF REPORTING PERSONS. I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Charles J. Wyly, Jr. - ------------------------------------------------------------------------------- (2) CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- (3) SEC USE ONLY - ------------------------------------------------------------------------------- (4) SOURCE OF FUNDS* BK, OO, WC - ------------------------------------------------------------------------------- (5) CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) / / - ------------------------------------------------------------------------------- (6) CITIZENSHIP OR PLACE OF ORGANIZATION United States of America - ------------------------------------------------------------------------------- (7) SOLE VOTING POWER NUMBER OF 466,444 SHARES -------------------------------------------------- BENEFICIALLY (8) SHARED VOTING POWER OWNED BY 0 EACH -------------------------------------------------- REPORTING (9) SOLE DISPOSITIVE POWER PERSON WITH 716,444 -------------------------------------------------- (10) SHARED DISPOSITIVE POWER 0 - ------------------------------------------------------------------------------- (11) AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 716,444 - ------------------------------------------------------------------------------- (12) CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- (13) PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 2.2% - ------------------------------------------------------------------------------- (14) TYPE OF REPORTING PERSON* IN - ------------------------------------------------------------------------------- CUSIP No. 594087-10-8 13D/A Page 4 of 6 Pages This Schedule 13D/A Amendment No. 32 hereby amends the following items of Schedule 13D, filed jointly by Messrs. Sam Wyly and Charles J. Wyly, Jr. with respect to the securities of Michaels Stores, Inc. ITEM 5. INTEREST IN SECURITIES OF THE ISSUER. (a) On October 4, 2001, the Reporting Persons ceased to be beneficial owners of more than 5% of the shares of Common Stock. As a result, Sam Wyly beneficially owns 675,896 shares, or approximately 2.0% of the outstanding shares of Common Stock. Sam Wyly beneficially owns (i) 500,000 of such shares by virtue of his ownership of options to purchase shares of Common Stock, (ii) 100,000 of such shares as the sole general partner of Tallulah, Ltd., (iii) 1,110 of such shares owned by his spouse, and (iv) an aggregate of 74,786 of such shares as the sole trustee of the Sam Wyly Trusts listed below: NUMBER OF SHARES NAME OF TRUST BENEFICIALLY OWNED ------------- ------------------ 1. The Christiana Parker Wyly Trust 37,393 2. The Andrew David Sparrow Wyly Trust 37,393 Sam Wyly possesses sole voting power with respect to 175,896 shares of Common Stock and sole dispositive power with respect to 675,896 shares of Common Stock. Charles J. Wyly, Jr. beneficially owns 716,444 shares, or approximately 2.2% of the outstanding shares of Common Stock. Charles J. Wyly, Jr. beneficially owns (i) 50,000 of such shares by virtue of his ownership of options to purchase shares of Common Stock, (iii) 280,000 of such shares as a trustee of the general partner of Stargate, Ltd., 200,000 of which are by virtue of Stargate, Ltd.'s ownership of options to purchase shares of Common Stock, and (iv) an aggregate of 386,444 of such shares as trustee of the Charles Wyly Trusts listed below: NUMBER OF SHARES NAME OF TRUST BENEFICIALLY OWNED ------------- ------------------ 1. The Martha Caroline Wyly Trust 74,969 2. The Charles J. Wyly III Trust 104,403 3. The Emily Ann Wyly Trust 104,302 4. The Jennifer Lynn Wyly Trust 102,770 Charles J. Wyly, Jr. possesses sole voting power with respect to 466,444 shares of Common Stock and sole dispositive power with respect to 716,444 shares of Common Stock. The Reporting Persons as a group beneficially own an aggregate of 1,392,340 shares of Common Stock, or approximately 4.2% of the outstanding shares of Common Stock. The Reporting Persons as a group have sole voting power with respect to 642,340 shares of Common Stock and sole dispositive power with respect to 1,392,340 shares of Common Stock. (b) No other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the shares of Common Stock deemed to be beneficially owned by the Reporting Persons. CUSIP No. 594087-10-8 13D/A Page 5 of 6 Pages 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. Date: January 28, 2002 /s/ Sam Wyly -------------------------------- Sam Wyly /s/ Charles J. Wyly, Jr. -------------------------------- Charles J. Wyly, Jr. EX-1 3 a2068979zex-1.txt EX-1 CUSIP NO. 594087-10-8 13D/A Page 6 of 6 Pages EXHIBIT 1 Pursuant to Rule13d-1(k)(1) of Regulation 13D-G of the General Rules and Regulations of the Securities and Exchange Commission under the Securities Exchange Act of 1934, as amended, the undersigned agree that the statement to which this Exhibit is attached is filed on behalf of each of them. Date: January 28, 2002 /s/ Sam Wyly ------------------------------ Sam Wyly /s/ Charles J. Wyly, Jr. ------------------------------ Charles J. Wyly, Jr. -----END PRIVACY-ENHANCED MESSAGE-----