-----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, PGMSxndbahb5fwzUeDJ9mnZgFzACfwRtvPHKzT+FzJZF1E0ygiD8RYFcXYbSgRVf 0LOpQ8Rf+KgHtB/rn5xJFw== 0000891836-06-000278.txt : 20060818 0000891836-06-000278.hdr.sgml : 20060818 20060818171919 ACCESSION NUMBER: 0000891836-06-000278 CONFORMED SUBMISSION TYPE: SC 13D/A PUBLIC DOCUMENT COUNT: 3 FILED AS OF DATE: 20060818 DATE AS OF CHANGE: 20060818 GROUP MEMBERS: ELI J. WEINBERG GROUP MEMBERS: ELIZABETH R. AND WILLIAM J. PATTERSON FOUNDATION GROUP MEMBERS: JOHN H. SCULLY GROUP MEMBERS: OBERNDORF FAMILY PARTNERS GROUP MEMBERS: SAN FRANCISCO PARTNERS II, L.P. GROUP MEMBERS: SF ADVISORY PARTNERS, L.P. GROUP MEMBERS: SPO ADVISORY CORP. GROUP MEMBERS: SPO ADVISORY PARTNERS, L.P. GROUP MEMBERS: THE BETTY JANE WEIMER GROUP MEMBERS: THE JOHN H. SCULLY LIVING TRUST, DATED 10/1/03 GROUP MEMBERS: WILLIAM AND SUSAN OBERNDORF TRUST, DATED 10/19/98 GROUP MEMBERS: WILLIAM E. OBERNDORF GROUP MEMBERS: WILLIAM J. PATTERSON SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: HEALTH MANAGEMENT ASSOCIATES INC CENTRAL INDEX KEY: 0000792985 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-GENERAL MEDICAL & SURGICAL HOSPITALS, NEC [8062] IRS NUMBER: 610963645 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13D/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-42525 FILM NUMBER: 061044322 BUSINESS ADDRESS: STREET 1: 5811 PELICAN BAY BLVD STREET 2: SUITE 500 CITY: NAPLES STATE: FL ZIP: 34108-2710 BUSINESS PHONE: 239-5983131 MAIL ADDRESS: STREET 1: 5811 PELICAN BAY BLVD STREET 2: SUITE 500 CITY: NAPLES STATE: FL ZIP: 34108-2710 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: SPO PARTNERS II LP CENTRAL INDEX KEY: 0001046206 IRS NUMBER: 752377615 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13D/A BUSINESS ADDRESS: STREET 1: 591 REDWOOD HIGHWAY STE 3215 CITY: MILL VALLEY STATE: CA ZIP: 94941 BUSINESS PHONE: 4153836600 MAIL ADDRESS: STREET 1: 591 REDWOOD HIGHWAY, 3215 CITY: MILL VALLEY STATE: CA ZIP: 94941 FORMER COMPANY: FORMER CONFORMED NAME: MAIN STREET PARTNERS LP DATE OF NAME CHANGE: 19970916 SC 13D/A 1 sc0136.txt AMENDMENT NO. 1 SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13D UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. 1)* Health Management Associates, Inc. (Name of Issuer) Class A Common Stock, $.01 par value (Title of Class of Securities) 421933102 (CUSIP Number) SPO Advisory Corp. 591 Redwood Highway, Suite 3215 Mill Valley, California 94941 (415) 383-6600 with a copy to: Alison S. Ressler Sullivan & Cromwell LLP 1888 Century Park East Los Angeles, CA 90067 (310) 712-6600 (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications) August 15, 2006 (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 that 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 [_]. *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). SCHEDULE 13D - --------------------- --------------------- CUSIP No. 421933102 PAGE 2 OF 27 PAGES - --------------------- --------------------- - -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: SPO Partners II, L.P. - -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [X] - -------------------------------------------------------------------------------- 3. SEC USE ONLY - -------------------------------------------------------------------------------- 4. SOURCE OF FUNDS: WC - -------------------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(e) OR 2(f): [ ] - -------------------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION: Delaware - -------------------------------------------------------------------------------- 7. SOLE VOTING POWER: NUMBER OF 8,141,300(1) SHARES --------------------------------------------------------------- BENEFICIALLY 8. SHARED VOTING POWER: OWNED BY -0- EACH --------------------------------------------------------------- REPORTING 9. SOLE DISPOSITIVE POWER: PERSON 8,141,300(1) WITH --------------------------------------------------------------- 10. SHARED DISPOSITIVE POWER: -0- - -------------------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 8,141,300(1) - -------------------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES: [ ] - -------------------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11): 3.39% - -------------------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON: PN - -------------------------------------------------------------------------------- (1) Power is exercised through its sole general partner, SPO Advisory Partners, L.P. SCHEDULE 13D - --------------------- --------------------- CUSIP No. 421933102 PAGE 3 OF 25 PAGES - --------------------- --------------------- - -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: SPO Advisory Partners, L.P. - -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [X] - -------------------------------------------------------------------------------- 3. SEC USE ONLY - -------------------------------------------------------------------------------- 4. SOURCE OF FUNDS: Not Applicable - -------------------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(e) OR 2(f): [ ] - -------------------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION: Delaware - -------------------------------------------------------------------------------- 7. SOLE VOTING POWER: NUMBER OF 8,141,300(1)(2) SHARES --------------------------------------------------------------- BENEFICIALLY 8. SHARED VOTING POWER: OWNED BY -0- EACH --------------------------------------------------------------- REPORTING 9. SOLE DISPOSITIVE POWER: PERSON 8,141,300(1)(2) WITH --------------------------------------------------------------- 10. SHARED DISPOSITIVE POWER: -0- - -------------------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 8,141,300(1)(2) - -------------------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES: [ ] - -------------------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11): 3.39% - -------------------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON: PN - -------------------------------------------------------------------------------- (1) Solely in its capacity as the sole general partner of SPO Partners II, L.P. (2) Power is exercised through its sole general partner, SPO Advisory Corp. SCHEDULE 13D - --------------------- --------------------- CUSIP No. 421933102 PAGE 4 OF 25 PAGES - --------------------- --------------------- - -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: San Francisco Partners II, L.P. - -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [X] - -------------------------------------------------------------------------------- 3. SEC USE ONLY - -------------------------------------------------------------------------------- 4. SOURCE OF FUNDS: WC - -------------------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(e) OR 2(f): [ ] - -------------------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION: California - -------------------------------------------------------------------------------- 7. SOLE VOTING POWER: NUMBER OF 529,500(1) SHARES --------------------------------------------------------------- BENEFICIALLY 8. SHARED VOTING POWER: OWNED BY -0- EACH --------------------------------------------------------------- REPORTING 9. SOLE DISPOSITIVE POWER: PERSON 529,500(1) WITH --------------------------------------------------------------- 10. SHARED DISPOSITIVE POWER: -0- - -------------------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 529,500(1) - -------------------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES: [ ] - -------------------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11): 0.22% - -------------------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON: PN - -------------------------------------------------------------------------------- (1) Power is exercised through its sole general partner, SF Advisory Partners, L.P. SCHEDULE 13D - --------------------- --------------------- CUSIP No. 421933102 PAGE 5 OF 25 PAGES - --------------------- --------------------- - -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: SF Advisory Partners, L.P. - -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [X] - -------------------------------------------------------------------------------- 3. SEC USE ONLY - -------------------------------------------------------------------------------- 4. SOURCE OF FUNDS: Not Applicable - -------------------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(e) OR 2(f): [ ] - -------------------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION: Delaware - -------------------------------------------------------------------------------- 7. SOLE VOTING POWER: NUMBER OF 529,500(1)(2) SHARES --------------------------------------------------------------- BENEFICIALLY 8. SHARED VOTING POWER: OWNED BY -0- EACH --------------------------------------------------------------- REPORTING 9. SOLE DISPOSITIVE POWER: PERSON 529,500(1)(2) WITH --------------------------------------------------------------- 10. SHARED DISPOSITIVE POWER: -0- - -------------------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 529,500(1)(2) - -------------------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES: [ ] - -------------------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11): 0.22% - -------------------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON: PN - -------------------------------------------------------------------------------- (1) Solely in its capacity as the sole general partner of San Francisco Partners II, L.P. (2) Power is exercised through its sole general partner, SPO Advisory Corp. SCHEDULE 13D - --------------------- --------------------- CUSIP No. 421933102 PAGE 6 OF 25 PAGES - --------------------- --------------------- - -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: SPO Advisory Corp. - -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [X] - -------------------------------------------------------------------------------- 3. SEC USE ONLY - -------------------------------------------------------------------------------- 4. SOURCE OF FUNDS: Not Applicable - -------------------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(e) OR 2(f): [ ] - -------------------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION: Delaware - -------------------------------------------------------------------------------- 7. SOLE VOTING POWER: NUMBER OF 8,670,800(1)(2) SHARES --------------------------------------------------------------- BENEFICIALLY 8. SHARED VOTING POWER: OWNED BY -0- EACH --------------------------------------------------------------- REPORTING 9. SOLE DISPOSITIVE POWER: PERSON 8,670,800(1)(2) WITH --------------------------------------------------------------- 10. SHARED DISPOSITIVE POWER: -0- - -------------------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 8,670,800(1)(2) - -------------------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES: [ ] - -------------------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11): 3.61% - -------------------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON: CO - -------------------------------------------------------------------------------- (1) Solely in its capacity as the sole general partner of SPO Advisory Partners, L.P. with respect to 8,141,300 of such shares; and solely in its capacity as the sole general partner of SF Advisory Partners, L.P. with respect to 529,500 of such shares. (2) Power is exercised through its three controlling persons, John H. Scully, William E. Oberndorf and William J. Patterson. SCHEDULE 13D - --------------------- --------------------- CUSIP No. 421933102 PAGE 7 OF 25 PAGES - --------------------- --------------------- - -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: John H. Scully - -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [X] - -------------------------------------------------------------------------------- 3. SEC USE ONLY - -------------------------------------------------------------------------------- 4. SOURCE OF FUNDS: Not Applicable - -------------------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(e) OR 2(f): [ ] - -------------------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION: USA - -------------------------------------------------------------------------------- 7. SOLE VOTING POWER: NUMBER OF 200,000(1) SHARES --------------------------------------------------------------- BENEFICIALLY 8. SHARED VOTING POWER: OWNED BY 8,670,800(2) EACH --------------------------------------------------------------- REPORTING 9. SOLE DISPOSITIVE POWER: PERSON 200,000(1) WITH --------------------------------------------------------------- 10. SHARED DISPOSITIVE POWER: 8,670,800(2) - -------------------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 8,870,800(1)(2) - -------------------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES: [ ] - -------------------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11): 3.69% - -------------------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON: IN - -------------------------------------------------------------------------------- (1) These 200,000 shares may be deemed to be beneficially owned by Mr. Scully solely in his capacity as the trustee for The John H. Scully Living Trust, dated 10/1/03. (2) These 8,670,800 shares may be deemed to be beneficially owned by Mr. Scully solely in his capacity as one of three controlling persons of SPO Advisory Corp. SCHEDULE 13D - --------------------- --------------------- CUSIP No. 421933102 PAGE 8 OF 25 PAGES - --------------------- --------------------- - -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: William E. Oberndorf - -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [X] - -------------------------------------------------------------------------------- 3. SEC USE ONLY - -------------------------------------------------------------------------------- 4. SOURCE OF FUNDS: PF and Not Applicable - -------------------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(e) OR 2(f): [ ] - -------------------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION: USA - -------------------------------------------------------------------------------- 7. SOLE VOTING POWER: NUMBER OF 671,192(1) SHARES --------------------------------------------------------------- BENEFICIALLY 8. SHARED VOTING POWER: OWNED BY 8,953,800(2) EACH --------------------------------------------------------------- REPORTING 9. SOLE DISPOSITIVE POWER: PERSON 671,192(1) WITH --------------------------------------------------------------- 10. SHARED DISPOSITIVE POWER: 8,953,800(2) - -------------------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 9,624,992(1)(2) - -------------------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES: [ ] - -------------------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11): 4.00% - -------------------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON: IN - -------------------------------------------------------------------------------- (1) 474,192 of such shares are held in Mr. Oberndorf's Individual Retirement Accounts, which are self-directed, 175,000 of such shares may be deemed to be beneficially owned by Mr. Oberndorf solely in his capacity as sole general partner of Oberndorf Family Partners, a family partnership, and 22,000 of such shares are owned by Mr. Oberndorf's minor children who share his household. (2) Of these shares, 8,670,800 shares may be deemed to be beneficially owned by Mr. Oberndorf solely in his capacity as one of three controlling persons of SPO Advisory Corp. and 283,000 shares may be deemed to be beneficially owned by Mr. Oberndorf solely in his capacity as a trustee for the William and Susan Oberndorf Trust, dated 10/19/98. SCHEDULE 13D - --------------------- --------------------- CUSIP No. 421933102 PAGE 9 OF 25 PAGES - --------------------- --------------------- - -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: William J. Patterson - -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [X] - -------------------------------------------------------------------------------- 3. SEC USE ONLY - -------------------------------------------------------------------------------- 4. SOURCE OF FUNDS: Not Applicable - -------------------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(e) OR 2(f): [ ] - -------------------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION: USA - -------------------------------------------------------------------------------- 7. SOLE VOTING POWER: NUMBER OF -0- SHARES --------------------------------------------------------------- BENEFICIALLY 8. SHARED VOTING POWER: OWNED BY 8,680,800(1) EACH --------------------------------------------------------------- REPORTING 9. SOLE DISPOSITIVE POWER: PERSON -0- WITH --------------------------------------------------------------- 10. SHARED DISPOSITIVE POWER: 8,680,800(1) - -------------------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 8,680,800(1) - -------------------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES: [ ] - -------------------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11): 3.61% - -------------------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON: IN - -------------------------------------------------------------------------------- (1) Of these shares, 8,670,800 shares may be deemed to be beneficially owned by Mr. Patterson solely in his capacity as one of three controlling persons of SPO Advisory Corp. and 10,000 shares may be deemed to be beneficially owned by Mr. Patterson solely in his capacity as a controlling person, director and executive officer of The Elizabeth R. & William J. Patterson Foundation. SCHEDULE 13D - --------------------- --------------------- CUSIP No. 421933102 PAGE 10 OF 25 PAGES - --------------------- --------------------- - -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: The John H. Scully Living Trust, dated 10/1/03 - -------------------------------------------------------------------------------- 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(e) OR 2(f): [ ] - -------------------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION: California - -------------------------------------------------------------------------------- 7. SOLE VOTING POWER: NUMBER OF 200,000(1) SHARES -----------------------------`--------------------------------- BENEFICIALLY 8. SHARED VOTING POWER: OWNED BY -0- EACH --------------------------------------------------------------- REPORTING 9. SOLE DISPOSITIVE POWER: PERSON 200,000(1) WITH --------------------------------------------------------------- 10. SHARED DISPOSITIVE POWER: -0- - -------------------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 200,000(1) - -------------------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES: [ ] - -------------------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11): 0.08% - -------------------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON: OO - -------------------------------------------------------------------------------- (1) Power is exercised through its trustee, John H. Scully. SCHEDULE 13D - --------------------- --------------------- CUSIP No. 421933102 PAGE 11 OF 25 PAGES - --------------------- --------------------- - -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: William and Susan Oberndorf Trust, dated 10/19/98 - -------------------------------------------------------------------------------- 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(e) OR 2(f): [ ] - -------------------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION: California - -------------------------------------------------------------------------------- 7. SOLE VOTING POWER: NUMBER OF 283,000(1) SHARES -----------------------------`--------------------------------- BENEFICIALLY 8. SHARED VOTING POWER: OWNED BY -0- EACH --------------------------------------------------------------- REPORTING 9. SOLE DISPOSITIVE POWER: PERSON 283,000(1) WITH --------------------------------------------------------------- 10. SHARED DISPOSITIVE POWER: -0- - -------------------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 283,000(1) - -------------------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES: [ ] - -------------------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11): 0.11% - -------------------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON: OO - -------------------------------------------------------------------------------- (1) Power is exercised through its trustees, William E. Oberndorf and Susan C. Oberndorf. SCHEDULE 13D - --------------------- --------------------- CUSIP No. 421933102 PAGE 12 OF 25 PAGES - --------------------- --------------------- - -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: Oberndorf Family Partners - -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [X] - -------------------------------------------------------------------------------- 3. SEC USE ONLY - -------------------------------------------------------------------------------- 4. SOURCE OF FUNDS: WC - -------------------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(e) OR 2(f): [ ] - -------------------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION: California - -------------------------------------------------------------------------------- 7. SOLE VOTING POWER: NUMBER OF 175,000(1) SHARES --------------------------------------------------------------- BENEFICIALLY 8. SHARED VOTING POWER: OWNED BY -0- EACH --------------------------------------------------------------- REPORTING 9. SOLE DISPOSITIVE POWER: PERSON 175,000(1) WITH --------------------------------------------------------------- 10. SHARED DISPOSITIVE POWER: -0- - -------------------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 175,000(1) - -------------------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES: [ ] - -------------------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11): 0.07% - -------------------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON: PN - -------------------------------------------------------------------------------- (1) Power is exercised through its sole general partner, William E. Oberndorf. SCHEDULE 13D - --------------------- --------------------- CUSIP No. 421933102 PAGE 13 OF 25 PAGES - --------------------- --------------------- - -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: Betty Jane Weimer - -------------------------------------------------------------------------------- 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(e) OR 2(f): [ ] - -------------------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION: USA - -------------------------------------------------------------------------------- 7. SOLE VOTING POWER: NUMBER OF 7,600 SHARES --------------------------------------------------------------- BENEFICIALLY 8. SHARED VOTING POWER: OWNED BY -0- EACH --------------------------------------------------------------- REPORTING 9. SOLE DISPOSITIVE POWER: PERSON 7,600 WITH --------------------------------------------------------------- 10. SHARED DISPOSITIVE POWER: -0- - -------------------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 7,600 - -------------------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES: [ ] - -------------------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11): **0.01% - -------------------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON: IN - -------------------------------------------------------------------------------- ** Denotes less than. SCHEDULE 13D - --------------------- --------------------- CUSIP No. 421933102 PAGE 14 OF 25 PAGES - --------------------- --------------------- - -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: The Elizabeth R. & William J. Patterson Foundation - -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [X] - -------------------------------------------------------------------------------- 3. SEC USE ONLY - -------------------------------------------------------------------------------- 4. SOURCE OF FUNDS: WC - -------------------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(e) OR 2(f): [ ] - -------------------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION: California - -------------------------------------------------------------------------------- 7. SOLE VOTING POWER: NUMBER OF 10,000(1) SHARES --------------------------------------------------------------- BENEFICIALLY 8. SHARED VOTING POWER: OWNED BY -0- EACH --------------------------------------------------------------- REPORTING 9. SOLE DISPOSITIVE POWER: PERSON 10,000(1) WITH --------------------------------------------------------------- 10. SHARED DISPOSITIVE POWER: -0- - -------------------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 10,000(1) - -------------------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES: [ ] - -------------------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11): **0.01% - -------------------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON: CO - -------------------------------------------------------------------------------- (1) Power is exercised through its controlling persons, directors and executive officers, William J. Patterson and Elizabeth R. Patterson. ** Denotes less than. SCHEDULE 13D - --------------------- --------------------- CUSIP No. 421933102 PAGE 15 OF 25 PAGES - --------------------- --------------------- - -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: Eli J. Weinberg - -------------------------------------------------------------------------------- 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(e) OR 2(f): [ ] - -------------------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION: USA - -------------------------------------------------------------------------------- 7. SOLE VOTING POWER: NUMBER OF 1,174(1) SHARES --------------------------------------------------------------- BENEFICIALLY 8. SHARED VOTING POWER: OWNED BY -0- EACH --------------------------------------------------------------- REPORTING 9. SOLE DISPOSITIVE POWER: PERSON 1,174(1) WITH --------------------------------------------------------------- 10. SHARED DISPOSITIVE POWER: -0- - -------------------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 1,174(1) - -------------------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES: [ ] - -------------------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11): **0.01% - -------------------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON: IN - -------------------------------------------------------------------------------- (1) 118 of such shares are held in Mr. Weinberg's 401(k) account, which is self-directed. ** Denotes less than. PAGE 16 OF 25 PAGES This Amendment No.1 amends the Schedule 13D (the "Original 13D") filed with the Securities and Exchange Commission ("SEC") on September 13, 2004. Unless otherwise stated herein, the Original 13D remains in full force and effect. Terms used therein and not defined herein shall have the meanings ascribed thereto in the Original 13D. Item 2. Identity and Background. ----------------------- Item 2 is hereby amended and restated in its entirety as follows: (a) The undersigned hereby file this Amendment No. 1 to the Original 13D on behalf of SPO Partners II, L.P., a Delaware limited partnership ("SPO"), SPO Advisory Partners, L.P., a Delaware limited partnership ("SPO Advisory Partners"), San Francisco Partners II, L.P., a California limited partnership ("SFP"), SF Advisory Partners, L.P., a Delaware limited partnership ("SF Advisory Partners"), SPO Advisory Corp., a Delaware corporation ("SPO Advisory Corp."), John H. Scully ("JHS"), William E. Oberndorf ("WEO"), William J. Patterson ("WJP"), The John H. Scully Living Trust, dated 10/1/03 ("JHS Trust"), the William and Susan Oberndorf Trust, dated 10/19/98 ("Oberndorf Trust"), Oberndorf Family Partners ("OFP"), Betty Jane Weimer ("BJW"), The Elizabeth R. & William J. Patterson Foundation, a California corporation ("Patterson Foundation") and Eli J. Weinberg ("EJW"). SPO, SPO Advisory Partners, SFP, SF Advisory Partners, SPO Advisory Corp., JHS, WEO, WJP, JHS Trust, Oberndorf Trust, OFP, BJW, Patterson Foundation and EJW are sometimes hereinafter referred to as the "Reporting Persons." The Reporting Persons are making this single, joint filing because they may be deemed to constitute a "group" within the meaning of Section 13(d)(3) of the Act, although 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. Ian McGuire and Jeff S. Green, who previously reported holdings under the Original 13D, have subsequently terminated their relationship with the other Reporting Persons and therefore are not reporting beneficial ownership of Shares in this Amendment No. 1. (b) - (c) SPO SPO is a Delaware limited partnership, the principal business of which is the purchase, sale, exchange, acquisition and holding of investment securities. The principal business address of SPO, which also serves as its principal office, is 591 Redwood Highway, Suite 3215, Mill Valley, California 94941. Pursuant to Instruction C to Schedule 13D of the Securities Exchange Act of 1934, as amended (the "Act"), certain information with respect to SPO Advisory Partners, the sole general partner of SPO, is set forth below. SPO ADVISORY PARTNERS SPO Advisory Partners is a Delaware limited partnership, the principal business of which is serving as the sole general partner of SPO. The principal business address of SPO Advisory Partners, which also serves as its principal office, is 591 Redwood Highway, Suite 3215, Mill Valley, California 94941. Pursuant to Instruction C to Schedule 13D of the Act, certain information with respect to SPO Advisory Corp., the sole general partner of SPO Advisory Partners, is set forth below. SFP SFP is a California limited partnership, the principal business of which is the purchase, sale, exchange, acquisition and holding of investment securities. The principal business address of SFP, which also serves as its principal office, is 591 Redwood Highway, Suite 3215, Mill Valley, California 94941. Pursuant to Instruction C to Schedule 13D of the Act, certain information with respect to SF Advisory Partners, the sole general partner of SFP, is set forth below. PAGE 17 OF 25 PAGES SF ADVISORY PARTNERS SF Advisory Partners is a Delaware limited partnership, the principal business of which is serving as the sole general partner of SFP. The principal business address of SF Advisory Partners, which also serves as its principal office, is 591 Redwood Highway, Suite 3215, Mill Valley, California 94941. Pursuant to Instruction C to Schedule 13D of the Act, certain information with respect to SPO Advisory Corp., the sole general partner of SF Advisory Partners, is set forth below. SPO ADVISORY CORP. SPO Advisory Corp. is a Delaware corporation, the principal business of which is serving as the sole general partner of each of SPO Advisory Partners and SF Advisory Partners. The principal business address of SPO Advisory Corp., which also serves as its principal office, is 591 Redwood Highway, Suite 3215, Mill Valley, California 94941. Pursuant to Instruction C to Schedule 13D of the Act, certain information with respect to JHS, WEO and WJP, the three controlling persons of SPO Advisory Corp., is set forth below. JHS JHS' business address is 591 Redwood Highway, Suite 3215, Mill Valley, California 94941. His present principal occupation is serving as a managing director of SPO Partners & Co., a Delaware corporation. The principal business of SPO Partners & Co. is operating as an investment firm. The principal business address of SPO Partners & Co., which serves as its principal office, is 591 Redwood Highway, Suite 3215, Mill Valley, California 94941. JHS is one of three controlling persons of SPO Advisory Corp., the sole general partner of each of SPO Advisory Partners and SF Advisory Partners. JHS is also the trustee for the JHS Trust. WEO WEO's business address is 591 Redwood Highway, Suite 3215, Mill Valley, California 94941. His present principal occupation is serving as a managing director of SPO Partners & Co. WEO is one of three controlling persons of SPO Advisory Corp., the sole general partner of SPO Advisory Partners and SF Advisory Partners. WEO is also a trustee for the Oberndorf Trust and the sole general partner of OFP. WJP WJP's business address is 591 Redwood Highway, Suite 3215, Mill Valley, California 94941. His present principal occupation is serving as a managing director of SPO Partners & Co. WJP is one of three controlling persons of SPO Advisory Corp., the sole general partner of SPO Advisory Partners and SF Advisory Partners. WJP is also a controlling person, director and executive officer of the Patterson Foundation. JHS TRUST JHS Trust is a living trust, established for the benefit of JHS. Pursuant to Instruction C to Schedule 13D of the Act, certain information with respect to JHS, the trustee for JHS Trust, is set forth above. The principal business address of JHS Trust, which also serves as its principal office, is 591 Redwood Highway, Suite 3215, Mill Valley, California 94941. PAGE 18 OF 25 PAGES OBERNDORF TRUST Oberndorf Trust is a living trust, established for the benefit of WEO and his wife, Susan C. Oberndorf. WEO and Ms. Oberndorf are the trustees of Oberndorf Trust. The principal business address of Oberndorf Trust, which also serves as its principal office, is 591 Redwood Highway, Suite 3215, Mill Valley, California 94941. Pursuant to Instruction C to Schedule 13D of the Act, certain information with respect to WEO, is set forth above. Ms. Obendorf's business address is 591 Redwood Highway, Suite 3215, Mill Valley, California 94941. Ms. Oberndorf's present principal occupation is homemaker. OFP OFP is a California limited partnership, the principal business of which is the purchase, sale, exhange, acquisition and holding of investment securities. The principal business address of OFP, which also serves as its principal office, is 591 Redwood Highway, Suite 3215, Mill Valley, California 94941. Pursuant to Instruction C to Schedule 13D of the Act, certain information with respect to WEO, the sole general partner of OFP, is set forth above. BJW BJW's business address is 591 Redwood Highway, Suite 3215, Mill Valley, California 94941. She is retired. PATTERSON FOUNDATION Patterson Foundation is a California corporation, the principal purpose of which is to be a private, grant-making charitable entity. WJP and his wife, Elizabeth R. Patterson, are the controlling persons, directors and executive officers of Patterson Foundation. The principal business address of Patterson Foundation, which also serves as its principal office, is 591 Redwood Highway, Suite 3215, Mill Valley, California 94941. Pursuant to Instruction C to Schedule 13D of the Act, certain information with respect to WJP, is set forth above. Ms. Patterson's business address is 591 Redwood Highway, Suite 3215, Mill Valley, California 94941. Ms. Patterson's present principal occupation is homemaker. EJW EJW's business address is 591 Redwood Highway, Suite 3215, Mill Valley, California 94941. His present principal occupation is as a principal for SPO Partners & Co. (d) None of the entities or persons identified in this Item 2 has, during the last five years, been convicted in a criminal proceeding (excluding traffic violations or similar misdemeanors). (e) None of the entities or persons identified in this Item 2 has, during the last five years, been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction and as a result of such proceeding was or is subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws. (f) All of the natural persons identified in this Item 2 are citizens of the United States of America. Item 3. Source and Amount of Funds or Other Consideration. ------------------------------------------------- Item 3 is hereby amended and restated in its entirety as follows: The source and amount of the funds used or to be used by the Reporting Persons to purchase Shares are as follows: PAGE 19 OF 25 PAGES - -------------------------------------------------------------------------------- NAME SOURCE OF FUNDS AMOUNT OF FUNDS - -------------------------------------------------------------------------------- SPO Contributions from Partners $ 175,117,275 - -------------------------------------------------------------------------------- SPO Advisory Partners Not Applicable Not Applicable - -------------------------------------------------------------------------------- SFP Contributions from Partners $ 11,272,123 - -------------------------------------------------------------------------------- SF Advisory Partners Not Applicable Not Applicable - -------------------------------------------------------------------------------- SPO Advisory Corp. Not Applicable Not Applicable - -------------------------------------------------------------------------------- JHS Not Applicable Not Applicable - -------------------------------------------------------------------------------- WEO Not Applicable and Personal Funds $ 10,975,524 - -------------------------------------------------------------------------------- WJP Not Applicable Not Applicable - -------------------------------------------------------------------------------- JHS Trust Personal Funds(1) $ 4,639,120 - -------------------------------------------------------------------------------- Oberndorf Trust Personal Funds(1) $ 6,193,497 - -------------------------------------------------------------------------------- OFP Contributions from Partners $ 3,836,553 - -------------------------------------------------------------------------------- BJW Personal Funds(1) $ 164,981 - -------------------------------------------------------------------------------- Patterson Foundation Contributions from Shareholders $ 217,384 - -------------------------------------------------------------------------------- EJW Personal Funds(1) $ 24,921 - -------------------------------------------------------------------------------- (1) As used herein, the term "Personal Funds" includes sums borrowed from banks and brokerage firm margin accounts, none of which were borrowed or otherwise obtained for the specific purpose of acquiring, holding, trading or voting Shares. Item 5. Interest in Securities of the Issuer. ------------------------------------ (a) Percentage interest calculations for each Reporting Person are based upon the Issuer having 240,282,481 total outstanding shares of Class A common stock as reported on the Issuer's 10-Q filed with the Securities and Exchange Commission on August 9, 2006. SPO --- The aggregate number of Shares that SPO owns beneficially, pursuant to Rule 13d-3 of the Act, is 8,141,300 Shares, which constitutes approximately 3.39% of the outstanding Shares. SPO Advisory Partners --------------------- Because of its position as the sole general partner of SPO, SPO Advisory Partners may, pursuant to Rule 13d-3 of the Act, be deemed to be the beneficial owner of 8,141,300 Shares, which constitutes approximately 3.39% of the outstanding Shares. PAGE 20 OF 25 PAGES SFP --- The aggregate number of Shares that SFP owns beneficially, pursuant to Rule 13d-3 of the Act, is 529,500 Shares, which constitutes approximately 0.22% of the outstanding Shares. SF Advisory Partners -------------------- Because of its position as the sole general partner of SFP, SF Advisory Partners may, pursuant to Rule 13d-3 of the Act, be deemed to be the beneficial owner of 529,500 Shares, which constitutes approximately 0.22% of the outstanding Shares. SPO Advisory Corp. ------------------ Because of its positions as the sole general partner of each of SPO Advisory Partners and SF Advisory Partners, SPO Advisory Corp. may, pursuant to Rule 13d-3 of the Act, be deemed to be the beneficial owner of 8,670,800 Shares in the aggregate, which constitutes approximately 3.61% of the outstanding Shares. JHS --- Because of his positions as a control person of SPO Advisory Corp. and the trustee for JHS Trust, JHS may, pursuant to Rule 13d-3 of the Act, be deemed to be the beneficial owner of 8,870,800 Shares, which constitutes approximately 3.69% of the outstanding Shares. WEO --- Individually, and because of his positions as a control person of SPO Advisory Corp., the sole general partner of Oberndorf Family Partners and a trustee of the Oberndorf Trust, WEO may, pursuant to Rule 13d-3 of the Act, be deemed to be the beneficial owner of 9,624,992 Shares in the aggregate, which constitutes approximately 4.00% of the outstanding Shares. WJP --- Because of his position as a control person of SPO Advisory Corp. and a controlling person, director and executive officer of Patterson Foundation, WJP may, pursuant to Rule 13d-3 of the Act, be deemed to be the beneficial owner of 8,680,800 Shares in the aggregate, which constitutes approximately 3.61% of the outstanding Shares. PAGE 21 OF 25 PAGES JHS Trust --------- The aggregate number of Shares that JHS Trust owns beneficially, pursuant to Rule 13d-3 of the Act, is 200,000 Shares, which constitutes approximately 0.08% of the outstanding Shares. Oberndorf Trust --------------- The aggregate number of Shares that Oberndorf Trust owns beneficially, pursuant to Rule 13d-3 of the Act, is 283,000 Shares, which constitutes approximately 0.11% of the outstanding Shares. OFP --- The aggregate number of Shares that OFP owns beneficially, pursuant to Rule 13d-3 of the Act, is 175,000, which constitutes approximately 0.07% of the outstanding Shares. BJW --- The aggregate number of Shares that BJW owns beneficially, pursuant to Rule 13d-3 of the Act, is 7,600 Shares, which constitutes less than 0.01% of the outstanding Shares. Patterson Foundation -------------------- The aggregate number of Shares that Patterson Foundation owns beneficially, pursuant to Rule 13d-3 of the Act, is 10,000 Shares, which constitutes less than 0.01% of the outstanding Shares. EJW --- The aggregate number of Shares that EJW owns beneficially, pursuant to Rule 13d-3 of the Act, is 1,174 Shares, which constitutes less than 0.01% of the outstanding Shares. To the best of the knowledge of each of the Reporting Persons, other than as set forth above, none of the persons named in Item 2 hereof is the beneficial owner of any Shares. (b) SPO --- Acting through its sole general partner, SPO has the sole power to vote or to direct the vote and to dispose or to direct the disposition of 8,141,300 Shares. PAGE 22 OF 25 PAGES SPO Advisory Partners --------------------- Acting through its sole general partner and in its capacity as the sole general partner of SPO, SPO Advisory Partners has the sole power to vote or to direct the vote and to dispose or to direct the disposition of 8,141,300 Shares. SFP --- Acting through its sole general partner, SFP has the sole power to vote or to direct the vote and to dispose or to direct the disposition of 529,500 Shares. SF Advisory Partners -------------------- Acting through its sole general partner and in its capacity as the sole general partner of SFP, SF Advisory Partners has the sole power to vote or to direct the vote and to dispose or to direct the disposition of 529,500 Shares. SPO Advisory Corp. ------------------ Acting through its controlling persons and in its capacities as the sole general partner of each of SPO Advisory Partners and SF Advisory Partners, SPO Advisory Corp. has the sole power to vote or to direct the vote and to dispose or to direct the disposition of 8,670,800 Shares in the aggregate. JHS --- As one of three controlling persons of SPO Advisory Corp., which is the sole general partner of each of SPO Advisory Partners and SF Advisory Partners, JHS may be deemed to have shared power with WEO and WJP to vote or to direct the vote and to dispose or to direct the disposition of 8,670,800 Shares held by SPO and SFP in the aggregate. Because of his position as the trustee for JHS Trust, JHS may be deemed to have the sole power to vote or to direct the vote and to dispose or to direct the disposition of 200,000 Shares held by JHS Trust in the aggregate. WEO --- As one of three controlling persons of SPO Advisory Corp., which is the sole general partner of each of SPO Advisory Partners and SF Advisory Partners, WEO may be deemed to have shared power with JHS and WJP to vote or to direct the vote and to dispose or to direct the disposition of 8,670,800 Shares held by SPO and SFP in the aggregate. WEO may be deemed to have shared power to vote or to direct the vote and to dispose or to direct the disposition of 283,000 Shares held in the Oberndorf Trust. Individually, and because of his position as sole general partner of OFP, WEO may be deemed to have the sole power to vote or to direct the vote and to dispose or to direct the disposition of 175,000 Shares held by OFP, 474,192 Shares held in Mr. Oberndorf's Individual Retirement Accounts, which are self directed, and 22,000 Shares owned by his minor children. PAGE 23 OF 25 PAGES WJP --- As one of three controlling persons of SPO Advisory Corp., which is the sole general partner of each of SPO Advisory Partners and SF Advisory Partners, WJP may be deemed to have shared power with JHS and WEO to vote or to direct the vote and to dispose or to direct the disposition of 8,670,800 Shares held by SPO and SFP in the aggregate. WJP may be deemed to have shared power to vote or to direct the vote and to dispose or to direct the disposition of 10,000 Shares held by the Patterson Foundation. JHS Trust --------- Acting through its trustee, JHS Trust has the sole power to vote or to direct the vote and to dispose or to direct the disposition of 200,000 Shares in the aggregate. Oberndorf Trust --------------- Acting through its trustees, Oberndorf Trust has the sole power to vote or to direct the vote and to dispose or to direct the disposition of 283,000 Shares in the aggregate. OFP --- Acting through its sole general partner, OFP has the sole power to vote or to direct the vote and to dispose or to direct the disposition of 175,000 Shares. BJW --- BJW has the sole power to vote or to direct the vote and to dispose or direct the disposition of 7,600 Shares. Patterson Foundation -------------------- Acting through its two controlling persons, directors and executive officers, Patterson Foundation has the sole power to vote or to direct the vote and to dispose or to direct the disposition of 10,000 Shares. EJW --- EJW has the sole power to vote or to direct the vote and to dispose or direct the disposition of 1,174 Shares. PAGE 24 OF 25 PAGES (c) Within the past 60 days of the date of this statement, the Reporting Persons purchased Shares in open market transactions on the New York Stock Exchange as set forth on Schedule I attached hereto. Except as set forth in this paragraph (c), to the best of the knowledge of each of the Reporting Persons, none of the persons named in response to paragraph (a) has effected any transactions in Shares during the past 60 days. (d) Each of the Reporting Persons affirms that no person other than such Reporting Person has the right to receive or the power to direct the receipt of distributions with respect to, or the proceeds from the sale of, Shares owned by such Reporting Person. (e) The Reporting Persons ceased to be the holders of more than 5% of the outstanding Shares of the Issuer on August 15, 2006. Item 7. Material to be Filed as Exhibits. -------------------------------- Exhibit A - Agreement pursuant to Rule 13d-1(k) Exhibit B - Power of Attorney PAGE 25 OF 25 PAGES 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: August 18, 2006 By: /s/ Kim M. Silva ---------------------------------- Kim M. Silva Attorney-in-Fact for: SPO PARTNERS II, L.P.(1) SPO ADVISORY PARTNERS, L.P.(1) SAN FRANCISCO PARTNERS II, L.P.(1) SF ADVISORY PARTNERS, L.P.(1) SPO ADVISORY CORP.(1) JOHN H. SCULLY(1) WILLIAM E. OBERNDORF(1) WILLIAM J. PATTERSON(1) THE JOHN H. SCULLY LIVING TRUST, DATED 10/1/03(1) WILLIAM AND SUSAN OBERNDORF TRUST, DATED 10/19/98(1) OBERNDORF FAMILY PARTNERS(1) BETTY JANE WEIMER(1) THE ELIZABETH R. & WILLIAM J. PATTERSON FOUNDATION(1) ELI J. WEINBERG(2) (1) A Power of Attorney authorizing Kim M. Silva to act on behalf of this person or entity has been previously filed with the Securities and Exchange Commission. (2) A Power of Attorney authorizing Kim M. Silva to act on behalf of this person or entity is filed as Exhibit B. SCHEDULE I TO SCHEDULE 13D FOR SPO PARTNERS II, L.P.
WHERE/HOW Date of Number of Price Per TRANSACTION REPORTING PERSON Transaction Type Shares Share ($) EFFECTED - -------------------------------- --------------- ------- ---------------- --------------- ----------------- SPO Partners II, L.P. 8/15/2006 Sell 8,104 20.5500 Open Market/Broker SPO Partners II, L.P. 8/15/2006 Sell 3,895 20.5600 Open Market/Broker SPO Partners II, L.P. 8/15/2006 Sell 570 20.5650 Open Market/Broker SPO Partners II, L.P. 8/15/2006 Sell 475 20.5660 Open Market/Broker SPO Partners II, L.P. 8/15/2006 Sell 6,907 20.5700 Open Market/Broker SPO Partners II, L.P. 8/15/2006 Sell 665 20.5729 Open Market/Broker SPO Partners II, L.P. 8/15/2006 Sell 855 20.5744 Open Market/Broker SPO Partners II, L.P. 8/15/2006 Sell 570 20.5800 Open Market/Broker SPO Partners II, L.P. 8/15/2006 Sell 1,615 20.5871 Open Market/Broker SPO Partners II, L.P. 8/15/2006 Sell 18,663 20.5900 Open Market/Broker SPO Partners II, L.P. 8/15/2006 Sell 25,322 20.6000 Open Market/Broker SPO Partners II, L.P. 8/15/2006 Sell 475 20.6040 Open Market/Broker SPO Partners II, L.P. 8/15/2006 Sell 4,085 20.6200 Open Market/Broker SPO Partners II, L.P. 8/15/2006 Sell 855 20.6300 Open Market/Broker SPO Partners II, L.P. 8/15/2006 Sell 1,995 20.6400 Open Market/Broker SPO Partners II, L.P. 8/15/2006 Sell 570 20.6417 Open Market/Broker SPO Partners II, L.P. 8/15/2006 Sell 3,079 20.6500 Open Market/Broker San Francisco Partners II, L.P. 8/15/2006 Sell 426 20.5500 Open Market/Broker San Francisco Partners II, L.P. 8/15/2006 Sell 205 20.5600 Open Market/Broker San Francisco Partners II, L.P. 8/15/2006 Sell 30 20.5650 Open Market/Broker San Francisco Partners II, L.P. 8/15/2006 Sell 25 20.5660 Open Market/Broker San Francisco Partners II, L.P. 8/15/2006 Sell 363 20.5700 Open Market/Broker San Francisco Partners II, L.P. 8/15/2006 Sell 35 20.5729 Open Market/Broker San Francisco Partners II, L.P. 8/15/2006 Sell 45 20.5744 Open Market/Broker San Francisco Partners II, L.P. 8/15/2006 Sell 30 20.5800 Open Market/Broker San Francisco Partners II, L.P. 8/15/2006 Sell 85 20.5871 Open Market/Broker San Francisco Partners II, L.P. 8/15/2006 Sell 982 20.5900 Open Market/Broker
WHERE/HOW Date of Number of Price Per TRANSACTION REPORTING PERSON Transaction Type Shares Share ($) EFFECTED - -------------------------------- --------------- ------- ---------------- --------------- ----------------- San Francisco Partners II, L.P. 8/15/2006 Sell 1,333 20.6000 Open Market/Broker San Francisco Partners II, L.P. 8/15/2006 Sell 25 20.6040 Open Market/Broker San Francisco Partners II, L.P. 8/15/2006 Sell 215 20.6200 Open Market/Broker San Francisco Partners II, L.P. 8/15/2006 Sell 45 20.6300 Open Market/Broker San Francisco Partners II, L.P. 8/15/2006 Sell 105 20.6400 Open Market/Broker San Francisco Partners II, L.P. 8/15/2006 Sell 30 20.6417 Open Market/Broker San Francisco Partners II, L.P. 8/15/2006 Sell 121 20.6500 Open Market/Broker SPO Partners II, L.P. 8/16/2006 Sell 376 20.5200 Open Market/Broker SPO Partners II, L.P. 8/16/2006 Sell 94 20.5600 Open Market/Broker SPO Partners II, L.P. 8/16/2006 Sell 188 20.5700 Open Market/Broker SPO Partners II, L.P. 8/16/2006 Sell 3,474 20.5800 Open Market/Broker SPO Partners II, L.P. 8/16/2006 Sell 376 20.5900 Open Market/Broker SPO Partners II, L.P. 8/16/2006 Sell 657 20.5914 Open Market/Broker SPO Partners II, L.P. 8/16/2006 Sell 469 20.5940 Open Market/Broker SPO Partners II, L.P. 8/16/2006 Sell 581,273 20.6000 Open Market/Broker SPO Partners II, L.P. 8/16/2006 Sell 376 20.6025 Open Market/Broker SPO Partners II, L.P. 8/16/2006 Sell 469 20.6040 Open Market/Broker SPO Partners II, L.P. 8/16/2006 Sell 376 20.6050 Open Market/Broker SPO Partners II, L.P. 8/16/2006 Sell 282 20.6067 Open Market/Broker SPO Partners II, L.P. 8/16/2006 Sell 751 20.6075 Open Market/Broker SPO Partners II, L.P. 8/16/2006 Sell 563 20.6083 Open Market/Broker SPO Partners II, L.P. 8/16/2006 Sell 4,319 20.6100 Open Market/Broker SPO Partners II, L.P. 8/16/2006 Sell 563 20.6200 Open Market/Broker SPO Partners II, L.P. 8/16/2006 Sell 2,206,394 20.6500 Open Market/Broker San Francisco Partners II, L.P. 8/16/2006 Sell 24 20.5200 Open Market/Broker San Francisco Partners II, L.P. 8/16/2006 Sell 6 20.5600 Open Market/Broker San Francisco Partners II, L.P. 8/16/2006 Sell 12 20.5700 Open Market/Broker
WHERE/HOW Date of Number of Price Per TRANSACTION REPORTING PERSON Transaction Type Shares Share ($) EFFECTED - -------------------------------- --------------- ------- ---------------- --------------- ----------------- San Francisco Partners II, L.P. 8/16/2006 Sell 226 20.5800 Open Market/Broker San Francisco Partners II, L.P. 8/16/2006 Sell 24 20.5900 Open Market/Broker San Francisco Partners II, L.P. 8/16/2006 Sell 43 20.5914 Open Market/Broker San Francisco Partners II, L.P. 8/16/2006 Sell 31 20.5940 Open Market/Broker San Francisco Partners II, L.P. 8/16/2006 Sell 37,827 20.6000 Open Market/Broker San Francisco Partners II, L.P. 8/16/2006 Sell 24 20.6025 Open Market/Broker San Francisco Partners II, L.P. 8/16/2006 Sell 31 20.6040 Open Market/Broker San Francisco Partners II, L.P. 8/16/2006 Sell 24 20.6050 Open Market/Broker San Francisco Partners II, L.P. 8/16/2006 Sell 18 20.6067 Open Market/Broker San Francisco Partners II, L.P. 8/16/2006 Sell 49 20.6075 Open Market/Broker San Francisco Partners II, L.P. 8/16/2006 Sell 37 20.6083 Open Market/Broker San Francisco Partners II, L.P. 8/16/2006 Sell 281 20.6100 Open Market/Broker San Francisco Partners II, L.P. 8/16/2006 Sell 37 20.6200 Open Market/Broker San Francisco Partners II, L.P. 8/16/2006 Sell 143,606 20.6500 Open Market/Broker
EXHIBIT INDEX - -------------------------------------------------------------------------------- Exhibit Document Description Page No. - -------------------------------------------------------------------------------- A Agreement Pursuant to Rule 13d-1(k) 1 - -------------------------------------------------------------------------------- B Power of Attorney 2 - -------------------------------------------------------------------------------- EX-99.A 2 exh-a.txt AGMT PURSUANT TO RULE 13D-1(K) EXHIBIT A Pursuant to Rule 13d-1(k) 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 agrees that the statement to which this Exhibit is attached is filed on behalf of each of them in the capacities set forth below. DATED: August 18, 2006 By: /s/ Kim M. Silva ---------------------------------- Kim M. Silva Attorney-in-Fact for: SPO PARTNERS II, L.P.(1) SPO ADVISORY PARTNERS, L.P.(1) SAN FRANCISCO PARTNERS II, L.P.(1) SF ADVISORY PARTNERS, L.P.(1) SPO ADVISORY CORP.(1) JOHN H. SCULLY(1) WILLIAM E. OBERNDORF(1) WILLIAM J. PATTERSON(1) THE JOHN H. SCULLY LIVING TRUST, DATED 10/1/03(1) WILLIAM AND SUSAN OBERNDORF TRUST, DATED 10/19/98(1) OBERNDORF FAMILY PARTNERS(1) BETTY JANE WEIMER(1) THE ELIZABETH R. & WILLIAM J. PATTERSON FOUNDATION(1) ELI J. WEINBERG(2) (1) A Power of Attorney authorizing Kim M. Silva to act on behalf of this person or entity has been previously filed with the Securities and Exchange Commission. (2) A Power of Attorney authorizing Kim M. Silva to act on behalf of this person or entity is filed as Exhibit B. EX-99.B 3 exh-b.txt POWER OF ATTORNEY POWER OF ATTORNEY EXHIBIT B KNOW ALL PERSONS BY THESE PRESENTS, that Eli J. Weinberg (a "Grantor") has made, constituted and appointed, and by these presents does make, constitute and appoint, each of William E. Oberndorf and Kim M. Silva (each an "Attorney"), the true and lawful agent and attorney-in-fact, with full power of substitution and resubstitution, of the Grantor, for and in Grantor's name, place and stead, in any and all capacities, to do all or any of the following acts, matters and things: 1. To sign on behalf of the Grantor statements on Schedule 13D or 13G or Forms 3, 4 and 5, or amendments thereto pursuant to Section 13(d) or Section 16 under the Securities Exchange Act of 1934. 2. To do all such other acts and things as, in such Attorney's discretion, he or she deems appropriate or desirable for the purpose of filing such statements on Schedule 13D or 13G or Forms 3, 4 and 5, or amendments thereto. 3. To appoint in writing one or more substitutes who shall have the power to act on behalf of the Grantor as if that substitute or those substitutes shall have been originally appointed Attorney (s) by this Power of Attorney and/or to revoke any such appointment at any time without assigning any reason therefor. The Grantor hereby ratifies and confirms all that said agents and attorneys-in-fact or any substitute or substitutes may lawfully do or cause to be done by virtue hereof. This power of Attorney shall remain in full force and effect until the undersigned is no longer required to file Forms 3, 4 and 5 or to file reports under Section 13(d) of the Securities Exchange Act of 1934 with respect to the undersigned's holdings of and transactions in securities issued by Health Management Associates, Inc., unless earlier revoked by the undersigned in a signed writing delivered to the foregoing attorneys-in-fact. The words Grantor and Attorney shall include all grantors and attorneys under this Power of Attorney. IN WITNESS WHEREOF, Grantor duly assents to this Power of Attorney by his, her or its signature as of the 18th day of August, 2006. Eli J. Weinberg /s/ Eli J. Weinberg ------------------------------------- -----END PRIVACY-ENHANCED MESSAGE-----