-----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, TfAJAW8AHMd9iRy0m9w6Q722D3Mc7NQLv6fbl/XrIlxuJ5kfAh6ThdPCp0X+paAl D00xGVZXeHzDnzZmvXLnsg== 0001169232-04-003509.txt : 20040630 0001169232-04-003509.hdr.sgml : 20040630 20040630142841 ACCESSION NUMBER: 0001169232-04-003509 CONFORMED SUBMISSION TYPE: SC 13D/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20040630 GROUP MEMBERS: CARDINAL PARTNERS, L.P. GROUP MEMBERS: CATHERINE A. GERO GROUP MEMBERS: DAVID L. WEBSTER GROUP MEMBERS: DOMENIC D. GATTUSO GROUP MEMBERS: JAMES F. GERO GROUP MEMBERS: JOHN F. CUPAK GROUP MEMBERS: LEIGH J. ABRAMS GROUP MEMBERS: LELA HELEN ROSE GROUP MEMBERS: MARSHALL B. PAYNE GROUP MEMBERS: ROBERT B. PAYNE, JR. GROUP MEMBERS: ROBERT B. PAYNE, SR. GROUP MEMBERS: SCOUT VENTURES GROUP MEMBERS: SUSAN PAYNE MADOLE GROUP MEMBERS: WILLIAM EDWARD ROSE FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: ROSE EDWARD R III CENTRAL INDEX KEY: 0001059270 FILING VALUES: FORM TYPE: SC 13D/A BUSINESS ADDRESS: STREET 1: 500 CRESCENT COURT SUITE 250 CITY: DALLAS STATE: TX ZIP: 75201 MAIL ADDRESS: STREET 1: 500 CRESCENT COURT STREET 2: SUITE 250 CITY: DALLAS STATE: TX ZIP: 75201 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: DREW INDUSTRIES INC CENTRAL INDEX KEY: 0000763744 STANDARD INDUSTRIAL CLASSIFICATION: METAL DOORS, SASH, FRAMES, MOLDING & TRIM [3442] IRS NUMBER: 133250533 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13D/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-36345 FILM NUMBER: 04891042 BUSINESS ADDRESS: STREET 1: 200 MAMARONECK AVE CITY: WHITE PLAINS STATE: NY ZIP: 10601 BUSINESS PHONE: 9144289098 MAIL ADDRESS: STREET 1: 200 MAMARONECK AVE CITY: WHITE PLAINS STATE: NY ZIP: 10601 SC 13D/A 1 d60022_sc13d-a.txt AMENDMENT TO SCHEDULE 13D ---------------------------- OMB APPROVAL ---------------------------- OMB Number: 3235-0145 Expires: December 31, 2005 Estimated average burden hours per response....11.00 ---------------------------- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 14)* Drew Industries Incorporated (Name of Issuer) Common Stock, par value $0.01 per share** (Title of Class of Securities) 26168L 205 (CUSIP Number) Leigh J. Abrams, 200 Mamaroneck Avenue, White Plains, N.Y. 10601 (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications) March 31, 2004 (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 of ss.ss.240.13d-l(e), 240.13d-l(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 ss.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 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 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). ** The total number of shares reported herein is 2,472,870 shares, which constitute approximately 23.7% of the total number of shares outstanding. All ownership percentages assume that there are 10,420,988 shares outstanding, including 155,800 shares subject to presently exercisable options and options which become exercisable within 60 days, held by the Reporting Persons. CUSIP No. 26168L 205 13D Page 2 of 43 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSON Leigh J. Abrams - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) |_| (b) |X| - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* PF/00 - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) |_| - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Leigh J. Abrams is a citizen of the United States. - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER 123,908(1) ----------------------------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY -0- OWNED BY ----------------------------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON 123,908(1) WITH ----------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER -0- - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 160,906 (2) - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* |X| - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 1.6% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* IN - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 26168L 205 13D Page 3 of 43 Pages ATTACHMENT TO SCHEDULE 13D (1) Includes 3,002 Shares held by Mr. Abrams as Custodian under the New York Uniform Gifts to Minors Act for the benefit of his child, over which shares Mr. Abrams has sole voting and investment power. Mr. Abrams disclaims any beneficial interest in the shares held by him as Custodian. Excludes 50,000 shares subject to an option at $9.3125 per share, and 15,000 shares subject to an option at $25.56 per share. (2) Excludes 3,002 shares held by Mr. Abrams as Custodian under the New York Uniform Gifts to Minors Act for the benefit of his child. Includes 40,000 shares subject to an option at $9.3125 which are exercisable within 60 days. Excludes 10,000 shares subject to such option which are not exercisable within 60 days. Also excludes 15,000 shares subject to an option at $25.56 per share, which is not exercisable within 60 days. CUSIP No. 26168L 205 13D Page 4 of 43 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSON Edward W. Rose, III - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) |_| (b) |X| - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* PF - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) |_| - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Edward W. Rose, III is a citizen of the United States. - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER 1,472,030 (1) ----------------------------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY -0- OWNED BY ----------------------------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON 1,472,030 (1) WITH ----------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER -0- - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,492,030 (2) - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* |_| - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 14.3% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* IN - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 26168L 205 13D Page 5 of 43 Pages ATTACHMENT TO SCHEDULE 13D (1) Includes 168,000 shares held by Cardinal Investment Company, Inc. Profit Sharing Plan, of which Mr. Rose is Trustee. Includes 59,950 shares held by Cardinal Partners L.P. of which Cardinal Investment Company, Inc. is the general partner. Mr. Rose is the sole owner of Cardinal Investment Company, Inc. Excludes shares subject to presently exercisable options for (i) 5,000 shares at $27.60 per share, (ii) 5,000 shares at $9.204 per share, (iii) 5,000 shares at $5.679 per share, and (iv) 5,000 shares at 9.25 per share, and (v) 5,000 shares at $15.75. Excludes deferred stock units for 8,347 shares of Stock. 2) Includes 168,000 shares held by Cardinal Investment Company, Inc. Profit Sharing Plan, of which Mr. Rose is Trustee. Includes 59,950 shares held by Cardinal Partners L.P. of which Cardinal Investment Company, Inc. is the general partner. Mr. Rose is the sole owner of Cardinal Investment Company, Inc. Includes shares subject to options for (i) 5,000 shares at $9.204 per share, (ii) 5,000 shares at $5.679 per share, (iii) 5,000 shares at $9.25 per share, and (iv) 5,000 shares at $15.75, all of which are exercisable within 60 days. Excludes 5,000 shares subject to an option at $27.60 per share which is not exercisable within 60 days. Excludes deferred stock units for 8,347 shares of Stock. CUSIP No. 26168L 205 13D Page 6 of 43 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSON Marshall B. Payne - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) |_| (b) |X| - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* PF - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) |_| - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Marshall B. Payne is a citizen of the United States. - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER 133,600 ----------------------------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY 12,500 (1) OWNED BY ----------------------------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON 133,600 WITH ----------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER 12,500 (1) - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 136,725(2) - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* |_| - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 1.3% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* IN - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 26168L 205 13D Page 7 of 43 Pages ATTACHMENT TO SCHEDULE 13D (1) Includes 12,500 shares owned by Scout Ventures in which Mr. Payne has a 25% interest. (2) Includes 3,125 shares representing a 25% interest in Scout Ventures. CUSIP No. 26168L 205 13D Page 8 of 43 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSON David L. Webster - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) |_| (b) |X| - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* PF - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) |_| - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION David L. Webster is a citizen of the United States. - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER 107,840 (1) ----------------------------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY -0- OWNED BY ----------------------------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON 107,840(1) WITH ----------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER -0- - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 147,840 (2) - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* |_| - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 1.4% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* IN - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 26168L 205 13D Page 9 of 43 Pages ATTACHMENT TO SCHEDULE 13D (1) Excludes 50,000 shares subject to an option at $9.3125 per share and 15,000 shares subject to an option at $25.56 per share. (2) Includes 40,000 shares subject to an option at $9.3125 per share, which is presently exercisable. Excludes 10,000 shares subject to such option which is not exercisable within 60 days. Also excludes 15,000 shares subject to an option at $25.56 per share which is not exercisable within 60 days. CUSIP No. 26168L 205 13D Page 10 of 43 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSON Domenic D. Gattuso - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) |_| (b) |X| - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* PF - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) |_| - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Domenic D. Gattuso is a citizen of the United States. - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER 4,942(1) ----------------------------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY -0- OWNED BY ----------------------------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON 4,942 (1) WITH ----------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER -0- - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 4,942 (2) - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* |_| - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) less than 0.1% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* IN - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 26168L 205 13D Page 11 of 43 Pages ATTACHMENT TO SCHEDULE 13D (1) Excludes 2,000 shares subject to an option at $8.8125 per share, 3,000 shares subject to an option at $9.10 per share, and 5,000 shares subject to an option at $25.56 per share. (2) Excludes 2,000 shares subject to an option at $8.8125 per share, 3,000 shares subject to an option at $9.10 per share, and 5,000 shares subject to an option at $25.50 per share, none of which are exercisable within 60 days. CUSIP No. 26168L 205 13D Page 12 of 43 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSON Catherine A. Gero - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) |_| (b) |X| - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* PF - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) |_| - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Catherine A. Gero is a citizen of the United States. - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER (0) ----------------------------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY 114,160 (1) OWNED BY ----------------------------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON (0) WITH ----------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER 114,160 (1) - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 114,160 (1) - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* |_| - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 1.1% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* IN - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 26168L 205 13D Page 13 of 43 Pages ATTACHMENT TO SCHEDULE 13D (1) Includes 114,160 shares held jointly with James F. Gero. CUSIP No. 26168L 205 13D Page 14 of 43 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSON James F. Gero - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) |_| (b) |X| - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* PF - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) |_| - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION James F. Gero is a citizen of the United States. - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER ----------------------------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY 114,160 (1) OWNED BY ----------------------------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON -0- WITH ----------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER 114,160 (1) - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 134,160 (2) - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* |_| - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 1.3% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* IN - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 26168L 205 13D Page 15 of 43 Pages ATTACHMENT TO SCHEDULE 13D (1) Includes 114,160 shares held jointly with Catherine A. Gero. Excludes shares subject to options for (i) 5,000 shares at $9.204 per share, (ii) 5,000 shares at $5.679 per share, (iii) 5,000 shares at $9.25 per share, and (iv) 5,000 shares at $15.75 per share, and (v) 5,000 shares at $27.60 per share. Also excludes deferred stock units for 4,964 shares of stock. (2) Includes 114,160 shares held jointly with Catherine A. Gero. Includes shares subject to options for (i) 5,000 shares at $9.204 per share, (ii) 5,000 shares at $5.679 per share. (iii) 5,000 shares at $9.25 per share, (iv) 5,000 shares at $15.75 per share, all of which are exercisable within 60 days. (v) Excludes 5,000 shares subject to an option at $27.60 per share, which is not exercisable within 60 days. Excludes deferred stock units for 4,964 shares of Stock. CUSIP No. 26168L 205 13D Page 16 of 43 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSON John F. Cupak - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) |_| (b) |X| - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* PF - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) |_| - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION John F. Cupak is a citizen of the United States - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER 4,330 (1) ----------------------------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY -0- OWNED BY ----------------------------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON 4,330 (1) WITH ----------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER -0- - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 8,330 (2) - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* |_| - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.1% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* IN - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 26168L 205 13D Page 17 of 43 Pages ATTACHMENT TO SCHEDULE 13D (1) Excludes 1,500 shares subject to an option at $8.8125 per share, and 10,000 shares subject to an option at $9.10 per share, and 9,000 shares subject to an option at $25.56 per share. (2) Includes 4,000 shares subject to an option at $9.10 per share, which are exercisable within 60 days. Excludes 1,500 shares subject to an option at $8.8125 per share, 6,000 shares subject to an option at $9.10 per share and 9,000 shares subject to an option at $25.56 per share, none of which are exercisable within 60 days. CUSIP No. 26168L 205 13D Page 18 of 43 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSON Scout Ventures - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) |_| (b) |X| - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* PF - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) |_| - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Scout Ventures is a Texas general partnership - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER 12,500 ----------------------------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY -0- OWNED BY ----------------------------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON 12,500 WITH ----------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER -0- - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 12,500 - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* |_| - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.1% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* PN - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 26168L 205 13D Page 19 of 43 Pages ATTACHMENT TO SCHEDULE 13D Scout Ventures is a Texas general partnership owned equally by Marshall B. Payne, Robert B. Payne Jr., Susan Payne Madole and Robert B. Payne Sr. CUSIP No. 26168L 205 13D Page 20 of 43 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSON Robert B. Payne, Jr. - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) |_| (b) |X| - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* PF - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) |_| - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Robert B. Payne, Jr. is a citizen of the United States - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER 0 ----------------------------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY 12,500 OWNED BY ----------------------------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON 0 WITH ----------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER 12,500 - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 3,125 - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* |_| - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) Less than 0.1% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* IN - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 26168L 205 13D Page 21 of 43 Pages ATTACHMENT TO SCHEDULE 13D (1) Includes 12,500 shares held by Scout Ventures in which Mr. Payne owns a 25% interest (2) Includes 3,125 shares representing a 25% interest in Scout Ventures which holds 12,500 shares. CUSIP No. 26168L 205 13D Page 22 of 43 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSON Robert B. Payne, Sr. - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) |_| (b) |X| - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* PF - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) |_| - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Robert B. Payne, Sr. is a citizen of the United States - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER 0 ----------------------------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY 12,500 OWNED BY ----------------------------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON 0 WITH ----------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER 12,500 - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 3,125 - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* |_| - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) Less than 0.1% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* IN - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 26168L 205 13D Page 23 of 43 Pages ATTACHMENT TO SCHEDULE 13D (1) Includes 12,500 shares held by Scout Ventures in which Mr. Payne owns a 25% interest. (2) Includes 3,125 shares representing a 25% interest in Scout Ventures which holds 12,500 shares. CUSIP No. 26168L 205 13D Page 24 of 43 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSON Susan Payne Madole - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) |_| (b) |X| - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* PF - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) |_| - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Susan Payne Madole is a citizen of the United States - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER 0 ----------------------------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY 12,500 OWNED BY ----------------------------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON 0 WITH ----------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER 12,500 - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 3,125 - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* |_| - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) Less than 0.1% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* IN - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 26168L 205 13D Page 25 of 43 Pages ATTACHMENT TO SCHEDULE 13D (1) Includes 12,500 shares held by Scout Ventures in which Susan Payne Madole owns a 25% interest. (2) Includes 3,125 shares representing a 25% interest in Scout Ventures which holds 12,500 shares. CUSIP No. 26168L 205 13D Page 25 of 43 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSON Lela Helen Rose - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) |_| (b) |X| - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* 00 - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) |_| - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Lela Rose is a citizen of the United States - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER 57,200 ----------------------------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY -0- OWNED BY ----------------------------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON 57,200 WITH ----------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER -0- - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 57,200 - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* |_| - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.5% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* IN - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 26168L 205 13D Page 27 of 43 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSON William Edward Rose - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) |_| (b) |X| - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* 00 - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) |_| - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION William Edward Rose is a citizen of the United States - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER 43,800 ----------------------------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY -0- OWNED BY ----------------------------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON 43,800 WITH ----------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER -0- - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 43,800 - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* |_| - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.4% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* IN - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 26168L 205 13D Page 28 of 43 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSON Cardinal Partners, L.P. (1) - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) |_| (b) |X| - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* 00 - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) |_| - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Cardinal Partners L.P. is a Texas limited partnership. - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER 59,950 ----------------------------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY -0- OWNED BY ----------------------------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON 59,950 WITH ----------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER -0- - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 59,950 - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* |_| - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.6% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* IN - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 26168L 205 13D Page 29 of 43 Pages ATTACHMENT TO SCHEDULE 13D (1) Cardinal Partners, L.P. is a Texas limited partnership of which Cardinal Investment Company Inc.is the general partner. Edward W. Rose, III is the sole owner of Cardinal Investment Company, Inc. CUSIP No. 26168L 205 13D Page 30 of 43 Pages ATTACHMENT TO SCHEDULE 13D Pursuant to Rule 13d-2 (2) of Regulation 13D of the General Rules and Regulations under the Securities Exchange Act of 1934, as amended (the "Act"), each of the following persons hereby amends the Schedule 13D Statement dated May 25, 1989 relating to the Common Stock, par value $.01 per share (the "Stock"), Amendment No. 1 thereto dated May 16, 1990, Amendment No. 2 thereto dated July 5, 1990, Amendment No. 3 thereto dated October 30, 1990, Amendment No. 4 thereto dated March 11, 1991, Amendment No. 5 thereto dated August 28, 1991, Amendment No. 6 thereto dated March 12, 1993, Amendment No. 7 thereto dated September 19, 1994, Amendment No. 8 thereto dated February 17, 1995, Amendment No. 9 thereto dated July 18, 1996, Amendment No. 10 thereto dated March 7, 1997, Amendment No. 11 thereto dated June 1, 1999, Amendment No. 12 thereto dated November 21, 2000 and Amendment No. 13 thereto dated September 16, 2003: Leigh J. Abrams ("LJA"), Edward W. Rose, III ("EWR"), Evelyn D. Potter Rose ("EPR"), Marshall B. Payne ("MBP"), Kathleen Wright ("KW"), Cardinal Investment Company, Inc. Profit Sharing Plan ("CICPS"),Susan Payne Madole ("SPM"), Robert B. Payne, Jr. ("RBP"), Fredric M. Zinn ("FMZ"), David L. Webster ("DLW"), Domenic D. Gattuso ("DDG"), Robert B. Payne, Sr. ("RP"), Scout Ventures ("SV"), James F. Gero ("JFG"), Catherine A. Gero, ("CAG"), Larry Schoenbrun as Trustee of the Evelyn Potter Rose 1990 Irrevocable trust ("LST"), Gene H. Bishop ("GHB"), John F. Cupak ("JFC"), William Edward Rose (WER"), Lela Helen Rose ("LHR"), and Cardinal Partners, L.P. ("CPLP") which persons are sometimes referred to herein as the "Reporting Persons". The Reporting Persons are filing this single joint amendment because they may be deemed to constitute a "group" within the meaning of Section 13d-3 of the Act, although membership in a "group" is disclaimed and neither the fact of this filing nor anything contained herein shall be deemed to be an admission by the Reporting Persons that a "group" exists. Unless otherwise indicated, all defined terms used herein shall have the same meaning as those set forth in the Schedule 13D. CUSIP No. 26168L 205 13D Page 31 of 43 Pages ATTACHMENT TO SCHEDULE 13D Item 1. Security and Issuer No Material Change Item 2. Identity and Background No Change Item 3. SOURCE AND AMOUNT OF FUNDS OR OTHER CONSIDERATION Item 3 is hereby partially amended by substituting the following information for the information relating to EWR, MBP, LJA, DLW, CAG, JFG, JFC, SV, CPLP, WER and LHR. EWR expended an aggregate of $1,867,316 for the shares owned by him exclusive of (i) shares subject to options (ii) shares held as Trustee for CICPS, and (iii) Shares held by CPLP. MBP expended an aggregate of $299,695 for the shares owned by him, excluding of shares owned by SV. LJA expended an aggregate of $216,932 for the shares owned by him, exclusive of shares subject to options. DLW expended an aggregate of $140,152 for the shares owned by him, exclusive of shares subject to options. CAG and JFG expended an aggregate of $703,441 for the shares owned by them, exclusive of shares subject to options. JFC expended an aggregate of $22,799 for the shares owned by him, exclusive of shares subject to options. SV expended an aggregate of $8,846 for the shares owned by it. CPLP expended $735,863 for the shares owned by it. WER expended $86,315 for the shares owned by him. LHR expended $113,107 for the shares owned by her. CUSIP No. 26168L 205 13D Page 32 of 43 Pages ATTACHMENT TO SCHEDULE 13D Item 4. Purpose of Transaction No material change. Item 5. Interest in Securities of the Issuer Paragraph (a) of Item 5 is hereby partially amended by substituting the following information for the information relating to LJA, EWR, MBP, DLW, DDG, CAG, JFG, GHB, JFC, SV, RBP, RP, SPM, WER, LHR and CPLP. Because of LJA's sole ownership of 160,906 shares including 40,000 shares pursuant to options exercisable within 60 days, but excluding 3,002 shares held by Mr. Abrams as custodian under the New York Uniform Gift to Minors Act for the benefit of his child, the aggregate number of shares of Stock owned beneficially by LJA pursuant to Rule 13d-3 is 160,906, constituting approximately 1.5% of the outstanding shares of Stock. Because of (i) EWR's sole ownership of 1,264,080 shares including 20,000 shares pursuant to options exercisable within 60 days, (ii) his sole voting and dispositive power as Trustee over the 168,000 shares owned by CIPSP, and (iii) his ownership of Cardinal Investment Company, the general partner of CPLP which own 59,950 shares, the aggregate number of shares of Stock owned beneficially by EWR pursuant to Rule 13d-3 is 1,492,030, constituting approximately 14.3% of the outstanding shares of Stock. Because of (i) MBP's sole ownership of 133,600 shares and (ii) his 25% interest in SV which owns 12,500 shares, the aggregate number of shares of Stock owned beneficially by MBP pursuant to Rule 13d-3 is 136,725 constituting approximately 1.3% of the outstanding shares of the Stock. CUSIP No. 26168L 205 13D Page 33 of 43 Pages ATTACHMENT TO SCHEDULE 13D Because of DLW's sole ownership of 147,840 shares,including 40,000 shares pursuant to options exercisable within 60 days, the aggregate number of shares of the Stock owned beneficially by DLW pursuant to Rule 13d-3 is 147,840 constituting approximately 1.4% of the outstanding shares of the Stock. Because of DDG's sole ownership of 4,942 shares, the aggregate number of shares of 4,942 the Stock owned beneficially by DDG pursuant to Rule 13d-3 is 4,942 constituting less than 0.1% of the outstanding shares of the Stock. Because of the joint ownership by JFG and CAG of 114,160 shares, the aggregate number of shares of Stock owned beneficially by them jointly pursuant to Rule 13d-3 is 114,160 shares, constituting approximately 1.1% of the outstanding shares of the Stock. Because of JFG's sole ownership of options exercisable within 60 days to purchase of 20,000 shares of Stock, and the 114,160 shares JFG jointly owns with CAG, the aggregate number of shares of Stock owned by him pursuant to Rule 13d-3 is 134,160 shares, constituting approximately 1.3% of the outstanding shares of the Stock. Because of GHB's sole ownership of 112,600 shares including 2,000 shares for which he acts as custodian for his children and 20,000 shares pursuant to options exercisable within 60 days, the aggregate number of shares of stock beneficially by GHB pursuant to Rule 13d-3 is 112,600 constituting approximately 1.1% of the outstanding shares of the Stock. Because of JFC's sole ownership of 8,330 shares including 4,000 shares pursuant to options exercisable within 60 days, the aggregate number of shares of Stock owned beneficially by JFC pursuant to Rule 13d-3 is 12,330 constituting approximately 0.1% of the outstanding shares of the Stock. The aggregate number of shares of Stock beneficially owned by SV pursuant to Rule 13d-3 is 12,500, constituting approximately 0.1% of the outstanding shares of the Stock. Because RBP's 25% interest in SV which owns 12,500 shares, the aggregate number of shares of Stock owned beneficially by MBP pursuant to Rule 13d-3 is 3,125 constituting less than 0.1% of the outstanding shares of the Stock. CUSIP No. 26168L 205 13D Page 34 of 43 Pages ATTACHMENT TO SCHEDULE 13D Because RP's 25% interest in SV which owns 12,500 shares, the aggregate number of shares of Stock owned beneficially by MBP pursuant to Rule 13d-3 is 3,125 constituting less than 0.1% of the outstanding shares of the Stock. Because of SPM's 25% interest in SV which owns 12,500 shares, the aggregate number of shares of Stock owned beneficially by MBP pursuant to Rule 13d-3 is 3,125 constituting less than 0.1% of the outstanding shares of the Stock. The aggregate number shares of Stock owned by WER pursuant to Rule 13d-3, is 43,800, constituting approximately 0.4% of the outstanding shares of the Stock. The aggregate number shares of Stock owned by LHR pursuant to Rule 13d-3, is 57,200, constituting approximately 0.5% of the outstanding shares of the Stock. The aggregate number shares of Stock owned by CPLP pursuant to Rule 13d-3, is 59,950, constituting approximately 0.6% of the outstanding shares of the Stock. Paragraph (b) of Item 5 is hereby partially amended by substituting the following information for the information relating to LJA, EWR, MBP, DLW, DDG, CAG, JFG, GHB, JFC, SV, WER, LHR, and CPLP. LJA has the sole power to vote or to direct the vote and to dispose or direct the disposition of 123,908 shares, excluding 40,000 shares subject to options which are exercisable within 60 days. EWR has the sole power to vote or to direct the vote and to dispose or to direct the disposition of 1,472,030 shares, excluding 20,000 shares subject to options which are exercisable within 60 days. MBP has the sole power to vote or to direct the vote and to dispose or to direct the disposition of 133,600 shares, and shared power to vote or direct the vote and to dispose or direct the disposition of 12,500 shares. DLW has the sole power to vote or to direct the vote and to dispose or to direct the disposition of 107,840 shares, excluding 40,000 shares subject to options which are exercisable within 60 days. CUSIP No. 26168L 205 13D Page 35 of 43 Pages ATTACHMENT TO SCHEDULE 13D DDG has the sole power to vote or to direct the vote and to dispose or to direct the disposition of 4,942 shares. JFG has no sole power to vote or to direct the vote and to dispose or direct the disposition of any shares, excluding 20,000 shares subject options which are exercisable within 60 days, and has the shared power to vote or direct the vote and to dispose or direct the disposition of 114,160 shares. CAG has the shared power to vote or direct the vote and to dispose or direct the disposition of 114,160 shares. WER has the sole power to vote or direct the vote and to dispose or direct the disposition of 43,800 shares. LHR has the sole power to vote or direct the vote and to dispose or direct the disposition of 57,200 shares. CPLP has the sole power to vote or direct the vote and to dispose or direct the disposition of 59,950 shares. GHB has the sole power to vote or direct disposition of 92,600 shares, excluding 20,000 shares subject to options which are exercisable within 60 days. JFC has the sole power to vote or to direct the vote and to dispose or to direct the disposition of 4,330 shares, excluding 4,000 shares subject to options which are exercisable within 60 days. SV has the sole power to vote or direct the vote and to dispose or direct the disposition of 12,500 shares. CUSIP No. 26168L 205 13D Page 36 of 43 Pages ATTACHMENT TO SCHEDULE 13d Paragraph (c) of Item 5 is hereby amended by adding at the end thereof the following: Since December 8, 2003, the following transactions in shares of the Stock were affected by the Reporting Persons: On December 11, 2003 LJA purchased 100 shares of Stock at $27.47 per share, upon the listing of the Company's shares on the New York Stock Exchange. On December 15, 2003 JFG exercised an option to purchase 5,000 shares of Stock at $11.792 per share. On December 15, 2003 EWR exercised an option to purchase 5,000 shares of Stock at $11.792 per share. On December 15, 2003 EWR was granted an option to purchase 5,000 shares of Stock at the exercise price of $27.60 per share. On December 15, 2003 JFG was granted an option to purchase 5,000 shares of Stock at the exercise price of $27.60 per share. On December 15, 2003 GHB was granted an option to purchase 5,000 shares of Stock at the exercise price of $27.60 per share. On December 31, 2003 EWR received deferred stock units for 881 shares of Stock. On December 31, 2003 JFG received deferred stock units for 753 shares of Stock. On February 19, 2004 EWR donated 50,000 shares of Stock. On March 25, 2004 MBP sold 6,100 shares of Stock at $34.53 per share in the open market. On March 25, 2004 SV sold 2,000 shares of Stock at $34.53 per share in the open market. On March 26, 2004 MBP sold 13,500 shares of Stock at $33.85 per share in the open market. On March 26, 2004 SV sold 3,400 shares of Stock at $33.85 per share in the open market. On March 29, 2004 MBP sold 20,400 shares of Stock at $35.02 per share in the open market. On March 29, 2004 SV sold 4,600 shares of Stock at $35.02 per share in the open market. On March 30, 2004 MBP donated 10,000 shares of Stock. On March 31, 2004 EWR received deferred stock units for 627 shares of Stock. On March 31, 2004 LJA sold 8,963 shares of Stock at $35.91 per share in the open market. On March 31, 2004 JFG received deferred stock units for 551 shares of Stock. On March 31, 2004 DLW sold 8,963 shares of Stock at $35.91 per share in the open market. On March 31, 2004 JFC sold 2,500 shares of Stock at $36.76 to $36.90 per share in the open market. CUSIP No. 26168L 205 13D Page 37 of 43 Pages ATTACHMENT TO SCHEDULE 13d On April 12, 2004 LJA sold 5,148 shares of Stock at $35.65 per share in the open market. On April 12, 2004 DLW sold 5,148 shares of Stock at $35.65 per share in the open market. On April 13, 2004 EWR sold 2,300 shares of Stock at $35.46 per share in the open market. On April 14, 2004 EWR sold 11,500 shares of Stock at $35.01 per share in the open market. On April 15, 2004 EWR sold 400 shares of Stock at $35.00 per share in the open market. On April 2, 2004 JFC sold 1,500 shares of Stock at $36.75 per share in the open market. On April 2, 2004 JFC exercised an option to purchase 1,500 shares of Stock at $8.813 per share. On April 6, 2004 LJA sold 15,768 shares of Stock at $36.28 per share in the open market. On April 6, 2004 DLW sold 15,768 shares of Stock at $36.28 per share in the open market. On April 7, 2004 LJA sold 8,602 shares of Stock at $35.54 per share in the open market. On April 7, 2004 DLW sold 8,602 shares of Stock at $35.54 per share in the open market. On April 8, 2004 LJA sold 11,519 shares of Stock at $35.69 per share in the open market. On April 8, 2004 DLW sold 11,519 shares of Stock at $35.69 per share in the open market. On April 29, 2004 EWR sold 4,700 shares of Stock at $38.75 per share in the open market. On June 2, 2004 EWR sold 86,100 shares of Stock at $38.53 per share in the open market. On June 2, 2004 EWR sold 41,700 shares of Stock at $42.63 per share in the open market. On June 2, 2004 EWR sold 8,300 shares of Stock at $40.56 per share in the open market. On June 7, 2004 WER sold 10,000 shares of Stock at $40.33 to $40.61 per share in the open market. On June 7, 2004 DDG exercised an option to purchase 8,000 shares of Stock at $8.813 per share. On June 7, 2004 DDG exercised an option to purchase 2,000 shares of Stock at $9.100 per share. On June 7, 2004 DDG sold 10,000 shares of Stock at $41.00 per share in the open market. CUSIP No. 26168L 205 13D Page 38 of 43 Pages ATTACHMENT TO SCHEDULE 13d On June 8, 2004 WER sold 12,000 shares of Stock at $40.99 to $41.99 per share in the open market. On June 8, 2004 LHR sold 1,600 shares of Stock at $41.97 per share in the open market. On June 9, 2004 CPLP sold 5,900 shares of Stock at $41.33 per share in the open market. On June 9, 2004 LJA sold 1,000 shares of Stock at $41.33 per share in the open market, as Custodian under the New York Gift for Minors Act for the benefit of his child. On June 9, 2004 WER sold 6,400 shares of Stock at $41.19 to $41.99 per share in the open market. On June 9, 2004 LHR sold 5,000 shares of Stock at $41.19 per share in the open market. On June 10, 2004 CPLP sold 2,700 shares of Stock at $41.36 per share in the open market. On June 28, 2004 LHR sold 8,400 shares of Stock at $41.00 per share in the open market. On June 28, 2004 CPLP sold 32,150 shares of Stock at $40.99 per share in the open market. CUSIP No. 26168L 205 13D Page 39 of 43 Pages ATTACHMENT TO SCHEDULE 13D Item 6. CONTRACTS, AGREEMENTS, UNDERSTANDINGS OR RELATIONSHIPS WITH RESPECT TO SECURITIES OF THE ISSUER. No Significant change. Item 7. MATERIAL TO BE FILED AS EXHIBITS No significant change. CUSIP No. 26168L 205 13D Page 40 of 43 Pages ATTACHMENT TO SCHEDULE 13D After reasonable inquiry and to the best of knowledge and belief of each of the undersigned, each such person certifies that the information set forth in this statement with respect to such person is true, complete and correct. Dated: June 29, 2004 /s/ Leigh J. Abrams ----------------------------------------- Leigh J. Abrams, on his own behalf, and as Attorney-in-fact for: Edward W. Rose, III(1) Evelyn D. Potter Rose(1) Marshall B. Payne(1) Marshall B. Payne(1) Kathleen Wright(1) Cardinal Investment Company, Inc. Profit Sharing Plan(1) Susan Payne Madole(1) Robert B. Payne, Jr.(1) Fredric M. Zinn (2) David L. Webster (2) Domenic D. Gattuso(2) Robert B. Payne, Sr.(2) Scout Ventures(2) - ---------- (1) The Powers of Attorney authorizing Leigh J. Abrams to act on behalf of such persons are incorporated by reference to Exhibits B-1 through B-25 of Amendment No. 1 to the Statement on Schedule 13D dated May 16, 1990 relating to the Common Stock, par value $.01 per share, of Drew Industries Incorporated. (2) The Powers of Attorney authorizing Leigh J. Abrams to act on behalf of such persons are incorporated by reference to Exhibits B-26 through B-34 of Amendment No. 5 to the Statement on Schedule 13D dated August 28, 1991 relating to Common Stock, par value $.01 per share, of Drew Industries Incorporated. CUSIP No. 26168L 205 13D Page 41 of 43 Pages James F. Gero(3) Gene H. Bishop(4) Larry Schoenbrun(4) John F. Cupak(4) William Edward Rose (5) Lela Helen Rose(5) Cardinal Partners L.P.(5) - ---------- (3) The Powers of Attorney authorizing Leigh J. Abrams to act on behalf of such persons are incorporated by reference to Exhibits B-38 through B-40 of Amendment No. 6 to the Statement on Schedule 13D dated September 19, 1994 relating to Common Stock, par value $.01 per share, of Drew Industries Incorporated. (4) The Powers of Attorney authorizing Leigh J. Abrams to act on behalf of such persons are incorporated by reference to Exhibits B-51 through B-59 of Amendment No. 9 to the Statement on Schedule 13D dated July 18, 1996, relating to Common Stock, par value $.01 per share, of Drew Industries Incorporated. (5) The Powers of Attorney authorizing Leigh J. Abrams to act on behalf of such persons are incorporated by reference to to Exhibits B-51 through B-59 of Amendment No. 9 to the Statement on Schedule 13D dated July 18, 1996, relating to Common Stock, par value $.01 per share, of Drew Industries Incorporated. (5) The Powers of Attorney authorizing Leigh J. Abrams to act on behalf of such persons are incorporated by reference to Exhibits B-60 through B-62 of Amendment No. 11 to the Statement on Schedule 13D dated June 1, 1999, relating to Common Stock, par value $.01 per share, of Drew Industries Incorporated. CUSIP No. 26168L 205 13D Page 42 of 43 Pages ATTACHMENT TO SCHEDULE 13D Exhibit E Pursuant to Rule 13d-1(f)(1)(iii) 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 in the capacities as set forth herein below. Dated: June 29, 2004 /s/ Leigh J. Abrams ------------------------------------------- Leigh J.Abrams, on his own behalf, and as Attorney-in-fact for: Edward W. Rose, III(1) Evelyn D. Potter Rose(1) Marshall B. Payne(1) Kathleen Wright(1) Cardinal Investment Company, Inc. Profit Sharing Plan(1) Susan Payne Madole (1) Robert B. Payne, Jr.(1) Fredric M. Zinn (2) David L. Webster (2) Domenic D. Gattuso(2) Robert B. Payne, Sr.(2) Scout Ventures(2) (1) The Powers of Attorney authorizing Leigh J. Abrams to act on behalf of such persons are incorporated by reference to Exhibits B-1 through B-25 of Amendment No. 1 to the Statement on Schedule 13D dated May 16, 1990 relating to the Common Stock, par value $.01 per share, of Drew Industries Incorporated. (2) The Powers of Attorney authorizing Leigh J. Abrams to act on behalf of such persons are incorporated by reference to Exhibits B-26 through B-34 of Amendment No. 5 to the Statement on Schedule 13D dated August 28, 1991 relating to Common Stock, par value $.01 per share, of Drew Industries Incorporated. CUSIP No. 26168L 205 13D Page 43 of 43 Pages James F. Gero(3) Gene H. Bishop(4) Larry Schoenbrun(4) John F. Cupak(4) William Edward Rose(5) Lela Helen Rose(5) Cardinal Partners L.P.(5) (3) The Powers of Attorney authorizing Leigh J. Abrams to act on behalf of such persons are incorporated by reference to Exhibits B-38 through B-40 of Amendment No. 6 to the Statement on Schedule 13D dated September 19, 1994 relating to Common Stock, par value $.01 per share, of Drew Industries Incorporated. (4) The Powers of Attorney authorizing Leigh J. Abrams to act on behalf of such persons are incorporated by reference to Exhibits B-51 through B-59 of Amendment No. 9 to the Statement on Schedule 3D dated July 18, 1996, relating to Common Stock, par value $.01 per share, of Drew Industries Incorporated. (5) The Powers of Attorney authorizing Leigh J. Abrams to act on behalf of such persons are incorporated by reference to Exhibits B-60 through B-62 of Amendment No. 11 to the Statement on Schedule 13D dated June 1, 1999, relating to Common Stock, par value $.01 per share, of Drew Industries Incorporated. -----END PRIVACY-ENHANCED MESSAGE-----