-----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, TotqujPC0lI4kXjCjkPuRRZJ2n5jm09J0OZ0Ch/oWXESSgK6q1ahKNviPJpkdEHq REVcdWGxQCoIN82VWBn6hw== 0000950134-98-001302.txt : 19980218 0000950134-98-001302.hdr.sgml : 19980218 ACCESSION NUMBER: 0000950134-98-001302 CONFORMED SUBMISSION TYPE: SC 13G PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 19980217 SROS: NONE GROUP MEMBERS: MEYERSON FAMILY LP GROUP MEMBERS: MORTON H MEYERSON SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: PEROT SYSTEMS CORP CENTRAL INDEX KEY: 0000894253 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-EDUCATIONAL SERVICES [8200] IRS NUMBER: 752230700 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G SEC ACT: SEC FILE NUMBER: 005-53493 FILM NUMBER: 98542898 BUSINESS ADDRESS: STREET 1: 12377 MERIT DRIVE STREET 2: SUITE #1100 CITY: DALLAS STATE: TX ZIP: 75251 BUSINESS PHONE: 7037093000 MAIL ADDRESS: STREET 1: 12377 MERIT DRIVE STREET 2: SUITE #1100 CITY: DALLAS STATE: TX ZIP: 75251 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: MEYERSON FAMILY LP CENTRAL INDEX KEY: 0001054179 STANDARD INDUSTRIAL CLASSIFICATION: [] IRS NUMBER: 752442891 STATE OF INCORPORATION: TX FILING VALUES: FORM TYPE: SC 13G BUSINESS ADDRESS: STREET 1: 4514 COLE AVENUE STREET 2: SUITE 400 CITY: DALLAS STATE: TX ZIP: 75205 BUSINESS PHONE: 2144431901 MAIL ADDRESS: STREET 1: 4514 COLE AVENUE STREET 2: SUITE 400 CITY: DALLAS STATE: TX ZIP: 75205 SC 13G 1 SCHEDULE 13G - MEYERSON FAMILY L.P. 1 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 Perot Systems Corporation ----------------------------------------- (Name of Issuer) Class A Common Stock ----------------------------------------- (Title of Class of Securities) 714265 10 5 ----------------------------------------- (CUSIP Number) Check the following box if a fee is being paid with this statement [ ]. (A fee is not required only if the filing person: (1) has a previous statement on file reporting beneficial ownership of more than five percent of the class of securities described in Item 1; and (2) has no amendment subsequent thereto reporting beneficial ownership of five percent or less of such class.) (See Rule 13d-7.) *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 the Notes). (Continued on following page(s)) Page 1 of 7 Pages 2 CUSIP No. 714265 10 5 13G Page 2 of 7 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON Morton H. Meyerson S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON ###-##-#### - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) / / (b) / / - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION USA - -------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF 4,029,190 SHARES ------------------------------------------------- 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 ------------------------------------------------ EACH 7 SOLE DISPOSITIVE POWER REPORTING 4,029,190 PERSON ------------------------------------------------ 8 SHARED DISPOSITIVE POWER WITH 0 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 4,029,190 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 10.5 percent - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* IN - -------------------------------------------------------------------------------- 3 CUSIP No. 714265 10 5 13G Page 3 of 7 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON Meyerson Family Limited Partnership S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON 75-2442891 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) / / (b) / / - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION USA - -------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF 4,000,000,000 SHARES ------------------------------------------------- 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 ------------------------------------------------ EACH 7 SOLE DISPOSITIVE POWER REPORTING 4,000,000 PERSON ------------------------------------------------ 8 SHARED DISPOSITIVE POWER WITH 0 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 4,000,000 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 10.4 percent - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* PN - -------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 4 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 10549 --------------------------------- SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 --------------------------------- Item 1. (a). Name of Issuer: Perot Systems Corporation (b). Address of Issuer's Principal Executive Offices: 12377 Merit Drive, Suite 1100, Dallas, Texas 75251 Item 2. (a). Name of Person Filing: Morton H. Meyerson Meyerson Family Limited Partnership (b). Address of Principal Business Office: 4514 Cole Avenue, Dallas, Texas 75205 (c). Citizenship: USA (d). Title of Class of Securities: Class A Common Stock (e). CUSIP Number: 714265 10 5 Item 3. If this statement is filed pursuant to Rule 13d-1(b), or 13d-2(b), check whether the person filing is a: Not Applicable Page 4 of 7 Pages 5 Item 4A. Ownership by Meyerson Family Limited Partnership (a). Amount Beneficially Owned: 4,000,000 (b). Percent of Class: 10.4 percent (c). Number of Shares as to which Meyerson Family Limited Partnership has: (i) sole power to vote or to direct the vote 4,000,000 (ii) shared power to vote or to direct the vote 0 (iii) sole power to dispose or to direct the disposition of 4,000,000 (iv) shared power to dispose or to direct the disposition of 0 Item 4B. Ownership by Morton H. Meyerson (a). Amount Beneficially Owned: 4,029,190* (b). Percent of Class: 10.5 percent (c). Number of Shares as to which Morton H. Meyerson has: (i) sole power to vote or to direct the vote 4,029,190* (ii) shared power to vote or to direct the vote 0 (iii) sole power to dispose or to direct the disposition of 4,029,190* (iv) shared power to dispose or to direct the disposition of 0 *Mr. Meyerson is the General Partner of the Meyerson Family Limited Partnership. He is also the trustee of four trusts that own an aggregate of 27,200 shares. The Issuer's 401(k) plan holds 1,990 shares for Mr. Meyerson's benefit. Page 5 of 7 Pages 6 Item 5. Ownership of Five Percent or Less of a Class: Not Applicable Item 6. Ownership of More Than Five Percent on Behalf of Another Person: Not Applicable Item 7. Identification and Classification of Subsidiaries which Acquired the Security Being Reported on by the Parent Holding Company: Not Applicable Item 8. Identification and Classification of Members of the Group: Not Applicable Item 9. Notice of Dissolution of Group: Not Applicable Item 10. Certification: Not Applicable Signature: After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Meyerson Family Limited Partnership By: /S/ Morton H. Meyerson -------------------------- Morton H. Meyerson Title: General Partner /S/ Morton H. Meyerson --------------------------- Morton H. Meyerson February 14, 1998 Page 6 of 7 Pages 7 EXHIBIT A Morton H. Meyerson and the Meyerson Family Limited Partnership agree that a joint Schedule 13G is to be filed on behalf of each of them. Meyerson Family Limited Partnership By: /S/ Morton H. Meyerson -------------------------- Morton H. Meyerson Title: General Partner /S/ Morton H. Meyerson --------------------------- Morton H. Meyerson February 14, 1998 Page 7 of 7 Pages -----END PRIVACY-ENHANCED MESSAGE-----