-----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, Fh4Rj+wHC2STxoHflggEZ0fciLosFxzRmnZHY4G2VkN4nfGJRqKSNaFeVLH5Om8p cda46j9LY1EekCvjUqzvmA== 0000950168-01-000267.txt : 20010223 0000950168-01-000267.hdr.sgml : 20010223 ACCESSION NUMBER: 0000950168-01-000267 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20010214 GROUP MEMBERS: CONDGON EARL E GROUP MEMBERS: JOHN R. CONGDON GROUP MEMBERS: OLD DOMINION TRUCK LEASING, INC. SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: OLD DOMINION FREIGHT LINE INC/VA CENTRAL INDEX KEY: 0000878927 STANDARD INDUSTRIAL CLASSIFICATION: TRUCKING (NO LOCAL) [4213] IRS NUMBER: 560751714 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: SEC FILE NUMBER: 005-43352 FILM NUMBER: 1539367 BUSINESS ADDRESS: STREET 1: 1730 WESTCHESTER DR CITY: HIGH POINT STATE: NC ZIP: 27260 BUSINESS PHONE: 3368895000 MAIL ADDRESS: STREET 1: P O BOX 2006 CITY: HIGH POINT STATE: NC ZIP: 27261 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: CONDGON EARL E CENTRAL INDEX KEY: 0001067863 STANDARD INDUSTRIAL CLASSIFICATION: [] FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: PO BOX 2006 CITY: HIGH POINT STATE: NC ZIP: 27261 BUSINESS PHONE: 3368895000 MAIL ADDRESS: STREET 1: EARL E CONDGON STREET 2: PO BOX 2006 CITY: HIGH POINT STATE: NC ZIP: 27261 SC 13G/A 1 0001.txt OLD DOMINION FREIGHT - SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 9)* Old Dominion Freight Line, Inc. (Name of Issuer) Common Stock ($.10 par value) (Title of Class of Securities) 679580100 (CUSIP Number) Check the following box if a fee is being paid with this statement [ ] *The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall 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 Notes). 1. NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Old Dominion Truck Leasing, Inc. 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) (b) X 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Virginia NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH: 5. SOLE VOTING POWER (See Item 4) 6. SHARED VOTING POWER 1,095,876 (See Item 4) 7. SOLE DISPOSITIVE POWER (See Item 4) 8. SHARED DISPOSITIVE POWER 1,095,876 (See Item 4) 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,095,876 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 13.2 % 12. TYPE OF REPORTING PERSON CO (See Item 4) 1. NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Earl E. Congdon 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) (b) X 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION USA NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH: 5. SOLE VOTING POWER -0- (See Item 4) 6. SHARED VOTING POWER 1,892,473 (See Item 4) 7. SOLE DISPOSITIVE POWER -0- (See Item 4) 8. SHARED DISPOSITIVE POWER 1,892,473 (See Item 4) 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,892,473 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 22.8% 12. TYPE OF REPORTING PERSON IN (See Item 4) 1. NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Earl E. Congdon Intangibles Trust 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) (b) X 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION North Carolina NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH: 5. SOLE VOTING POWER -0- (See Item 4) 6. SHARED VOTING POWER 1,892,473 (See Item 4) 7. SOLE DISPOSITIVE POWER -0- (See Item 4) 8. SHARED DISPOSITIVE POWER 1,892,473 (See Item 4) 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,892,473 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 22.8% 12. TYPE OF REPORTING PERSON OO (See Item 4) 1. NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON 1998 Earl E. Congdon Family Trust 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) (b) X 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Virginia NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH: 5. SOLE VOTING POWER -0- (See Item 4) 6. SHARED VOTING POWER 41,667 (See Item 4) 7. SOLE DISPOSITIVE POWER -0- (See Item 4) 8. SHARED DISPOSITIVE POWER 41,667 (See Item 4) 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 41,667 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0.5% 12. TYPE OF REPORTING PERSON OO (See Item 4) 1. NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON John R. Congdon 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) (b) X 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION USA NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH: 5. SOLE VOTING POWER 860,647 (See Item 4) 6. SHARED VOTING POWER 1,137,543 (See Item 4) 7. SOLE DISPOSITIVE POWER 860,647 (See Item 4) 8. SHARED DISPOSITIVE POWER 1,137,543 (See Item 4) 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,998,190 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 24.0% 12. TYPE OF REPORTING PERSON IN (See Item 4) 1. NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON John R. Congdon Revocable Trust 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) (b) X 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Virginia NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH: 5. SOLE VOTING POWER 860,647 (See Item 4) 6. SHARED VOTING POWER 1,095,876 (See Item 4) 7. SOLE DISPOSITIVE POWER 860,647 (See Item 4) 8. SHARED DISPOSITIVE POWER 1,095,876 (See Item 4) 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,956,523 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 23.5% 12. TYPE OF REPORTING PERSON OO (See Item 4) Item 1. (a) Name of Issuer: Old Dominion Freight Line, Inc. (b) Address of Issuer's Principal Executive Offices: 1730 Westchester Drive High Point, NC 27262 Item 2. (a) Names of Persons Filing: (i) Old Dominion Truck Leasing, Inc. (ii) Earl E. Congdon (iii) Earl E. Congdon Intangibles Trust (iv) 1998 Earl E. Congdon Family Trust (v) John R. Congdon (vi) John R. Congdon Revocable Trust (b) Address of Principal Business Office: As to (i), (iv), (v) and (vi): 7511 Whitepine Road Richmond, VA 23237 As to (ii): 20 Harborage Isle Fort Lauderdale, FL 33316 As to (iii): 1730 Westchester Drive High Point, NC 27262 (c) Place of Organization or Citizenship: (i), (iv) and (vi) Virginia (ii) and (v) USA (iii) North Carolina (d) Title of Class of Securities: Common Stock ($.10 par value) (e) CUSIP Number: 679580100 Item 3. If This Statement Is Filed Pursuant to Rules 13d-1(b), or 13d-2(b), Check Whether the Person Filing Is a ... Not Applicable. This is a joint filing by the persons identified in Item 2, above, pursuant to Rule 13d-1(c) and Rule 13d-1(f) but not a group filing. Item 4. Ownership The securities reported herein are beneficially owned by Old Dominion Truck Leasing, Inc. ("Leasing"), Earl E. Congdon, Earl E. Congdon Intangibles Trust, 1998 Earl E. Congdon Family Trust, John R. Congdon and John R. Congdon Revocable Trust. The total securities reported is 2,794,787 shares of the Issuer's Common Stock, which constitutes 33.6% of such shares as of December 31, 2000. As of December 31, 2000, Leasing owns directly 1,095,876 shares (13.2%) of the Issuer's Common Stock. The voting stock of Leasing is owned by the Earl E. Congdon Intangibles Trust, David Congdon, Trustee (38.2%), John R. Congdon Revocable Trust (38.2%) and members of Earl Congdon's and John Congdon's respective families (23.6%). Earl Congdon is Chairman of the Board of Leasing, and John Congdon is President and Chief Executive Officer. The Issuer's Common Stock owned by Leasing will be voted as directed by Earl Congdon and John Congdon or, in the event of disagreement, one-half of the shares will be voted as directed by Earl Congdon or his personal representative, attorney-in-fact or executor, and one-half will be voted as directed by John Congdon or his personal representative, attorney-in-fact or executor. Any future sales or other disposition of such shares and the disposition of the proceeds of any sales will be determined by the Board of Directors of Leasing. As of December 31, 2000, Earl E. Congdon has sole voting and dispositive power with respect to no shares of the Issuer's Common Stock. He shares voting and dispositive power with respect to the 1,095,876 shares (13.2%) owned by Leasing and the 796,597 shares (9.6%) owned by the Earl E. Congdon Intangibles Trust, totaling 1,892,473 shares (22.8%) of the Issuer's Common Stock. As of December 31, 2000, Earl E. Congdon's wife beneficially owns directly and indirectly an additional 103,000 shares (1.2%) of the Issuer's Common Stock not included in this Schedule 13G, with respect to all of which shares he disclaims beneficial ownership. As of December 31, 2000, the Earl E. Congdon Intangibles Trust shares voting and dispositive power with respect to 1,892,473 shares (22.8%) of the Issuer's Common Stock. David S. Congdon is the trustee. As of December 31, 2000, the 1998 Earl E. Congdon Family Trust has sole voting and dispositive power with respect to 41,667 shares (0.5%) of the Issuer's Common Stock. Because John R. Congdon is the trustee, ownership is resported as shared. As of December 31, 2000, John R. Congdon has sole voting and dispositive power with respect to 860,647 shares (10.4%) of the Issuer's Common Stock, all of which shares are held by the John R. Congdon Revocable Trust. He shares voting and dispositive powers with respect to the 1,095,876 shares (13.2%) owned by Leasing and the 41,667 shares (0.5%) owned by the 1998 Earl E. Congdon Family Trust, totaling 1,998,190 shares (24.0%) of the Issuer's Common Stock. As of December 31, 2000, John R. Congdon's wife beneficially owns directly and indirectly an additional 1,732 shares of the Issuer's Common Stock not included in this Schedule 13G, with respect to all of which shares he disclaims beneficial ownership. As of December 31, 2000, John R. Congdon as trustee and grantor of the John R. Congdon Revocable Trust has sole voting and dispositive power with respect to 860,647 shares (10.4%) of the Issuer's Common Stock held by the John R. Congdon Revocable Trust. The trust shares voting and dispositive powers with respect to the 1,095,876 shares (13.2%) owned by Leasing. (a) Amount Beneficially Owned: (i) 1,095,876 (ii) 1,892,473 (iii) 1,892,473 (iv) 41,667 (v) 1,998,190 (vi) 1,956,523 (b) Percent of Class (i) 13.2% (ii) 22.8% (iii) 22.8% (iv) 0.5% (v) 24.0% (vi) 23.5% (c) Number of Shares as to which such person has: (i) Sole power to vote or to direct the vote (i) -0- (ii) -0- (iii) -0- (iv) -0- (v) 860,647 (vi) 860,647 (ii) Shared power to vote or to direct the vote (i) 1,095,876 (ii) 1,892,473 (iii) 1,892,473 (iv) 41,667 (v) 1,137,543 (vi) 1,095,876 (iii) Sole power to dispose or to direct the disposition of (i) -0- (ii) -0- (iii) -0- (iv) -0- (v) 860,647 (vi) 860,647 (iv) Shared power to dispose or to direct the disposition of (i) 1,095,876 (ii) 1,892,473 (iii) 1,892,473 (iv) 41,667 (v) 1,137,543 (vi) 1,095,876 Item 5. Ownership of Five Percent or Less of a Class If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following [ ]. Not Applicable Item 6. Ownership of More than Five Percent on Behalf of Another Person See information in Item 4, above. Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company Not Applicable Item 8. Identification and Classification of Members of the Group See Item 3 and Item 4, above. Item 9. Notice of Dissolution of Group Not Applicable Item 10. Certification By signing below, we certify that, to the best of our knowledge and belief, the securities referred to above were acquired in the ordinary course of business and were not acquired for the purpose of and do not have the effect of changing or influencing the control of the issuer of such securities and were not acquired in connection with or as a participant in any transaction having such purposes or effect. This report shall not be construed as an admission by the persons filing the report that they are the beneficial owner of any securities covered by this report. After reasonable inquiry and to the best of our knowledge and belief we certify that the information set forth in this statement is true, complete and correct. February 14, 2001. OLD DOMINION TRUCK LEASING, INC. JOHN R. CONGDON By: John R. Congdon John R. Congdon --------------- --------------- John R. Congdon, President John R. Congdon EARL E. CONGDON JOHN R. CONGDON REVOCABLE TRUST Earl E. Congdon By: John R. Congdon --------------- --------------- Earl E. Congdon John R. Congdon, Trustee EARL E. CONGDON INTANGIBLES TRUST 1998 EARL E. CONGDON FAMILY TRUST By: David S. Congdon By: John R. Congdon ----------------- --------------- David S. Congdon, Trustee John R. Congdon, Trustee JOINT FILING AGREEMENT In accordance with Rule 13d-1 (f) (1) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agrees to the joint filing with each other of the attached statement on Schedule 13G and to all amendments to such statement and that such statement and all amendments to such statement is made on behalf of each of them. IN WITNESS WHEREOF, the undersigned hereby execute this agreement on February 14, 2001. OLD DOMINION TRUCK LEASING, INC. JOHN R. CONGDON By: John R. Congdon John R. Congdon --------------- --------------- John R. Congdon, President John R. Congdon EARL E. CONGDON JOHN R. CONGDON REVOCABLE TRUST Earl E. Congdon By: John R. Congdon --------------- --------------- Earl E. Congdon John R. Congdon, Trustee EARL E. CONGDON INTANGIBLES TRUST 1998 EARL E. CONGDON FAMILY TRUST By: David S. Congdon By: John R. Congdon ----------------- ---------------- David S. Congdon, Trustee John R. Congdon, Trustee -----END PRIVACY-ENHANCED MESSAGE-----