-----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, DBTunFjEaa1CwqWzlr34DrvjW5omeU5+6jvLDAmnRypEkgJL6zqOIpfRH3yg+eUP +etPZgRAvzAHwVwyIizhmQ== 0000950124-99-001156.txt : 19990217 0000950124-99-001156.hdr.sgml : 19990217 ACCESSION NUMBER: 0000950124-99-001156 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 19990216 GROUP MEMBERS: ANDA PARTNERSHIP GROUP MEMBERS: ANN LURIE GROUP MEMBERS: ANN LURIE REVOCABLE TRUST U/T/A 12-22-89 GROUP MEMBERS: ARTHUR A. GREENBERG GROUP MEMBERS: EGIL INVESTMENTS, INC. GROUP MEMBERS: EGT HOLDINGS INC. GROUP MEMBERS: FIRST CAPITOL FINANCIAL CORP GROUP MEMBERS: LFT PARTNERSHIP GROUP MEMBERS: LURIE GENERAL PARTNERSHIP INC. GROUP MEMBERS: MARK SLEZAK GROUP MEMBERS: ROBERT H. & ANN LURIE TRUST GROUP MEMBERS: SAMSTOCK, L.L.C. GROUP MEMBERS: SAMSTOCK, SZRT, L.L.C. GROUP MEMBERS: SAMSTOCK, ZFT, L.L.C. GROUP MEMBERS: SAMSTOCK, ZGPT, L.L.C. GROUP MEMBERS: SAMUEL ZELL GROUP MEMBERS: SAMUEL ZELL FOUNDATION GROUP MEMBERS: SHELI Z. ROSENBERG GROUP MEMBERS: ZELL SAMUEL SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: EQUITY RESIDENTIAL PROPERTIES TRUST CENTRAL INDEX KEY: 0000906107 STANDARD INDUSTRIAL CLASSIFICATION: REAL ESTATE INVESTMENT TRUSTS [6798] IRS NUMBER: 363877868 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: SEC FILE NUMBER: 005-42693 FILM NUMBER: 99539944 BUSINESS ADDRESS: STREET 1: TWO N RIVERSIDE PLZ STREET 2: STE 400 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 3124741300 MAIL ADDRESS: STREET 1: TWO N RIVERSIDE PLAZA STREET 2: SUITE 450 CITY: CHICAGO STATE: IL ZIP: 60606 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: ZELL SAMUEL CENTRAL INDEX KEY: 0001024193 STANDARD INDUSTRIAL CLASSIFICATION: [] FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: TWO N RIVERSIDE PLAZA SUITE 600 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 3124540100 MAIL ADDRESS: STREET 1: TWO N RIVERSIDE PLAZA STREET 2: SUITE 600 CITY: CHICAGO STATE: IL ZIP: 60606 SC 13G/A 1 AMENDMENT TO SCHEDULE 13 G 1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 5)* Equity Residential Properties Trust - -------------------------------------------------------------------------------- (Name of Issuer) Common Shares of Beneficial Interest, par value $.01 - -------------------------------------------------------------------------------- (Title of Class of Securities) 29476L 10 7 - -------------------------------------------------------------------------------- (CUSIP Number) Check the appropriate box to designate the rule pursuant to which the Schedule is filed: [ ] Rule 13d-1(b) [ ] Rule 13d-1(c) [X] Rule 13d-1(d) *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). 2 CUSIP NO. 29476L 10 7 13G PAGE 2 OF 30 - -------------------------------------------------------------------------------- 1 Name of Reporting Person S.S. or I.R.S. Identification No. of Above Person B/S Investments 36-6526147 - -------------------------------------------------------------------------------- 2 Check the Appropriate Box if a Member of a Group* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC Use Only - -------------------------------------------------------------------------------- 4 Citizenship or Place of Organization Illinois - -------------------------------------------------------------------------------- Number of 5 Sole Voting Power Shares ----------------------------------------------------- Beneficially 6 Shared Voting Power 669 Owned by ----------------------------------------------------- 7 Sole Dispositive Power Each ----------------------------------------------------- Reporting 8 Shared Dispositive Power Person With 669 - -------------------------------------------------------------------------------- 9 Aggregate Amount Beneficially Owned by Each Reporting Person 669 - -------------------------------------------------------------------------------- 10 Check Box if Aggregate Amount in Row (9) Excludes Certain Shares* [ ] - -------------------------------------------------------------------------------- 11 Percent of Class Represented by Amount in Row 9 .00%(.00% assuming conversion of all Reporting Persons' derivative securities) - -------------------------------------------------------------------------------- 12 Type of Reporting Person* PN - -------------------------------------------------------------------------------- *See instructions before filling out! 3 CUSIP NO. 29476L 10 7 13G PAGE 3 OF 30 - -------------------------------------------------------------------------------- 1 Name of Reporting Person S.S. or I.R.S. Identification No. of Above Person Samuel Zell Foundation 36-3487811 - -------------------------------------------------------------------------------- 2 Check the Appropriate Box if a Member of a Group* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC Use Only - -------------------------------------------------------------------------------- 4 Citizenship or Place of Organization Illinois - -------------------------------------------------------------------------------- Number of 5 Sole Voting Power Shares ----------------------------------------------------- Beneficially 6 Shared Voting Power 30,000 Owned by ----------------------------------------------------- 7 Sole Dispositive Power Each ----------------------------------------------------- Reporting 8 Shared Dispositive Power Person With 30,000 - -------------------------------------------------------------------------------- 9 Aggregate Amount Beneficially Owned by Each Reporting Person 30,000 - -------------------------------------------------------------------------------- 10 Check Box if Aggregate Amount in Row (9) Excludes Certain Shares* [ ] - -------------------------------------------------------------------------------- 11 Percent of Class Represented by Amount in Row 9 .03%(.03% assuming conversion of all Reporting Persons' derivative securities) - -------------------------------------------------------------------------------- 12 Type of Reporting Person* OO - -------------------------------------------------------------------------------- *See instructions before filling out! 4 CUSIP NO. 29476L 10 7 13G PAGE 4 OF 30 - -------------------------------------------------------------------------------- 1 Name of Reporting Person S.S. or I.R.S. Identification No. of Above Person Samstock. LLC 36-4156890 - -------------------------------------------------------------------------------- 2 Check the Appropriate Box if a Member of a Group* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC Use Only - -------------------------------------------------------------------------------- 4 Citizenship or Place of Organization Delaware - -------------------------------------------------------------------------------- Number of 5 Sole Voting Power Shares ----------------------------------------------------- Beneficially 6 Shared Voting Power 1,291,329 Owned by ----------------------------------------------------- 7 Sole Dispositive Power Each ----------------------------------------------------- Reporting 8 Shared Dispositive Power Person With 1,291,329 - -------------------------------------------------------------------------------- 9 Aggregate Amount Beneficially Owned by Each Reporting Person 1,291,329 - -------------------------------------------------------------------------------- 10 Check Box if Aggregate Amount in Row (9) Excludes Certain Shares* - -------------------------------------------------------------------------------- 11 Percent of Class Represented by Amount in Row 9 1.1%(1.1% assuming conversion of all Reporting Persons' derivative securities) - -------------------------------------------------------------------------------- 12 Type of Reporting Person* OO - -------------------------------------------------------------------------------- *See instruction before filling out! 5 CUSIP NO. 29476L 10 7 13G PAGE 5 OF 30 - -------------------------------------------------------------------------------- 1 Name of Reporting Person S.S. or I.R.S. Identification No. of Above Person Samstock/SZRT, LLC ###-##-#### - -------------------------------------------------------------------------------- 2 Check the Appropriate Box if a Member of a Group* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC Use Only - -------------------------------------------------------------------------------- 4 Citizenship or Place of Organization Delaware - -------------------------------------------------------------------------------- Number of 5 Sole Voting Power Shares ----------------------------------------------------- Beneficially 6 Shared Voting Power 200,337 Owned by ----------------------------------------------------- 7 Sole Dispositive Power Each ----------------------------------------------------- Reporting 8 Shared Dispositive Power Person With 200,337 - -------------------------------------------------------------------------------- 9 Aggregate Amount Beneficially Owned by Each Reporting Person 200,337 - -------------------------------------------------------------------------------- 10 Check Box if Aggregate Amount in Row (9) Excludes Certain Shares* [ ] - -------------------------------------------------------------------------------- 11 Percent of Class Represented by Amount in Row 9 .17%(.16% assuming conversion of all Reporting Persons' derivative securities) - -------------------------------------------------------------------------------- 12 Type of Reporting Person* OO - -------------------------------------------------------------------------------- *See instructions before filling out! 6 CUSIP NO. 29476L 10 7 13G PAGE 6 OF 30 - -------------------------------------------------------------------------------- 1 Name of Reporting Person S.S. or I.R.S. Identification No. of Above Person Samstock/ZGPI, LLC 36-3716786 - -------------------------------------------------------------------------------- 2 Check the Appropriate Box if a Member of a Group* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC Use Only - -------------------------------------------------------------------------------- 4 Citizenship or Place of Organization Delaware - -------------------------------------------------------------------------------- Number of 5 Sole Voting Power Shares ----------------------------------------------------- Beneficially 6 Shared Voting Power 111,170 Owned by ----------------------------------------------------- 7 Sole Dispositive Power Each ----------------------------------------------------- Reporting 8 Shared Dispositive Power Person With 111,170 - -------------------------------------------------------------------------------- 9 Aggregate Amount Beneficially Owned by Each Reporting Person 111,170 - -------------------------------------------------------------------------------- 10 Check Box if Aggregate Amount in Row (9) Excludes Certain Shares* - -------------------------------------------------------------------------------- 11 Percent of Class Represented by Amount in Row 9 .09%(.09% assuming conversion of all Reporting Persons' derivative securities) - -------------------------------------------------------------------------------- 12 Type of Reporting Person* OO - -------------------------------------------------------------------------------- *See instruction before filling out! 7 CUSIP NO. 29476L 10 7 13G PAGE 7 OF 30 - -------------------------------------------------------------------------------- 1 Name of Reporting Person S.S. or I.R.S. Identification No. of Above Person Samstock/ZFT, LLC 36-3022976 - -------------------------------------------------------------------------------- 2 Check the Appropriate Box if a Member of a Group* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC Use Only - -------------------------------------------------------------------------------- 4 Citizenship or Place of Organization Delaware - -------------------------------------------------------------------------------- Number of 5 Sole Voting Power Shares ----------------------------------------------------- Beneficially 6 Shared Voting Power 326,008 Owned by ----------------------------------------------------- 7 Sole Dispositive Power Each ----------------------------------------------------- Reporting 8 Shared Dispositive Power Person With 326,008 - -------------------------------------------------------------------------------- 9 Aggregate Amount Beneficially Owned by Each Reporting Person 326,008 - -------------------------------------------------------------------------------- 10 Check Box if Aggregate Amount in Row (9) Excludes Certain Shares* [ ] - -------------------------------------------------------------------------------- 11 Percent of Class Represented by Amount in Row 9 .27%(.27% assuming conversion of all Reporting Persons' derivative securities) - -------------------------------------------------------------------------------- 12 Type of Reporting Person* OO - -------------------------------------------------------------------------------- *See instruction before filling out! 8 CUSIP NO. 29476L 10 7 13G PAGE 8 OF 30 - -------------------------------------------------------------------------------- 1 Name of Reporting Person S.S. or I.R.S. Identification No. of Above Person EGI Holdings Inc. 36-4175553 - -------------------------------------------------------------------------------- 2 Check the Appropriate Box if a Member of a Group* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC Use Only - -------------------------------------------------------------------------------- 4 Citizenship or Place of Organization Illinois - -------------------------------------------------------------------------------- Number of 5 Sole Voting Power Shares ----------------------------------------------------- Beneficially 6 Shared Voting Power 537,257 Owned by ----------------------------------------------------- 7 Sole Dispositive Power Each ----------------------------------------------------- Reporting 8 Shared Dispositive Power Person With 537,257 - -------------------------------------------------------------------------------- 9 Aggregate Amount Beneficially Owned by Each Reporting Person 537,257 - -------------------------------------------------------------------------------- 10 Check Box if Aggregate Amount in Row (9) Excludes Certain Shares* [ ] - -------------------------------------------------------------------------------- 11 Percent of Class Represented by Amount in Row 9 .45%(.44% assuming conversion of all Reporting Persons' derivative securities) - -------------------------------------------------------------------------------- 12 Type of Reporting Person* CO - -------------------------------------------------------------------------------- *See instruction before filling out! 9 CUSIP NO. 29476L 10 7 13G PAGE 9 OF 30 - -------------------------------------------------------------------------------- 1 Name of Reporting Person S.S. or I.R.S. Identification No. of Above Person Lurie General Partnership, Inc. 36-4003680 - -------------------------------------------------------------------------------- 2 Check the Appropriate Box if a Member of a Group* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC Use Only - -------------------------------------------------------------------------------- 4 Citizenship or Place of Organization Illinois - -------------------------------------------------------------------------------- Number of 5 Sole Voting Power Shares ----------------------------------------------------- Beneficially 6 Shared Voting Power 12,070 Owned by ----------------------------------------------------- 7 Sole Dispositive Power Each ----------------------------------------------------- Reporting 8 Shared Dispositive Power Person With 12,070 - -------------------------------------------------------------------------------- 9 Aggregate Amount Beneficially Owned by Each Reporting Person 12,070 - -------------------------------------------------------------------------------- 10 Check Box if Aggregate Amount in Row (9) Excludes Certain Shares* - -------------------------------------------------------------------------------- 11 Percent of Class Represented by Amount in Row 9 .01%(.01% assuming conversion of all Reporting Persons' derivative securities) - -------------------------------------------------------------------------------- 12 Type of Reporting Person* CO - -------------------------------------------------------------------------------- *See instruction before filling out! 10 CUSIP NO. 29476L 10 7 13G PAGE 10 OF 30 - -------------------------------------------------------------------------------- 1 Name of Reporting Person S.S. or I.R.S. Identification No. of Above Person Ann Lurie Revocable Trust U/T/A 12/22/89 ###-##-#### - -------------------------------------------------------------------------------- 2 Check the Appropriate Box if a Member of a Group* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC Use Only - -------------------------------------------------------------------------------- 4 Citizenship or Place of Organization Illinois - -------------------------------------------------------------------------------- Number of 5 Sole Voting Power Shares ----------------------------------------------------- Beneficially 6 Shared Voting Power 591,414 Owned by ----------------------------------------------------- 7 Sole Dispositive Power Each ----------------------------------------------------- Reporting 8 Shared Dispositive Power Person With 591,414 - -------------------------------------------------------------------------------- 9 Aggregate Amount Beneficially Owned by Each Reporting Person 591,414 - -------------------------------------------------------------------------------- 10 Check Box if Aggregate Amount in Row (9) Excludes Certain Shares* (See Instructions) - -------------------------------------------------------------------------------- 11 Percent of Class Represented by Amount in Row 9 .50%(.49% assuming conversion of all Reporting Persons' derivative securities) - -------------------------------------------------------------------------------- 12 Type of Reporting Person* OO - -------------------------------------------------------------------------------- *See instruction before filling out! 11 CUSIP NO. 29476L 10 7 13G PAGE 11 OF 30 - -------------------------------------------------------------------------------- 1 Name of Reporting Person S.S. or I.R.S. Identification No. of Above Person EGIL Investments, Inc. 36-4175555 - -------------------------------------------------------------------------------- 2 Check the Appropriate Box if a Member of a Group* (a) [X] - -------------------------------------------------------------------------------- 3 SEC Use Only - -------------------------------------------------------------------------------- 4 Citizenship or Place of Organization Illinois - -------------------------------------------------------------------------------- Number of 5 Sole Voting Power Shares ----------------------------------------------------- Beneficially 6 Shared Voting Power 537,256 Owned by ----------------------------------------------------- 7 Sole Dispositive Power Each ----------------------------------------------------- Reporting 8 Shared Dispositive Power Person With 537,256 - -------------------------------------------------------------------------------- 9 Aggregate Amount Beneficially Owned by Each Reporting Person 537,256 - -------------------------------------------------------------------------------- 10 Check Box if Aggregate Amount in Row (9) Excludes Certain Shares* [ ] - -------------------------------------------------------------------------------- 11 Percent of Class Represented by Amount in Row 9 .45%(.44% assuming conversion of all Reporting Persons' derivative securities) - -------------------------------------------------------------------------------- 12 Type of Reporting Person* CO - -------------------------------------------------------------------------------- *See instruction before filling out! 12 CUSIP NO. 29476L 10 7 13G PAGE 12 OF 30 - -------------------------------------------------------------------------------- 1 Name of Reporting Person S.S. or I.R.S. Identification No. of Above Person Anda Partnership 88-0132846 - -------------------------------------------------------------------------------- 2 Check the Appropriate Box if a Member of a Group* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC Use Only - -------------------------------------------------------------------------------- 4 Citizenship or Place of Organization Nevada - -------------------------------------------------------------------------------- Number of 5 Sole Voting Power Shares ----------------------------------------------------- Beneficially 6 Shared Voting Power 330,277 Owned by ----------------------------------------------------- 7 Sole Dispositive Power Each ----------------------------------------------------- Reporting 8 Shared Dispositive Power Person With 330,277 - -------------------------------------------------------------------------------- 9 Aggregate Amount Beneficially Owned by Each Reporting Person 330,277 - -------------------------------------------------------------------------------- 10 Check Box if Aggregate Amount in Row (9) Excludes Certain Shares* [ ] - -------------------------------------------------------------------------------- 11 Percent of Class Represented by Amount in Row 9 .28%(.27% assuming conversion of all Reporting Persons' derivative securities) - -------------------------------------------------------------------------------- 12 Type of Reporting Person* PN - -------------------------------------------------------------------------------- *See instruction before filling out! 13 CUSIP NO. 29476L 10 7 13G PAGE 13 OF 30 - -------------------------------------------------------------------------------- 1 Name of Reporting Person S.S. or I.R.S. Identification No. of Above Persons LFT Partnership 36-6527526 - -------------------------------------------------------------------------------- 2 Check the Appropriate Box if a Member of a Group* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC Use Only - -------------------------------------------------------------------------------- 4 Citizenship or Place of Organization Illinois - -------------------------------------------------------------------------------- Number of 5 Sole Voting Power Shares ----------------------------------------------------- Beneficially 6 Shared Voting Power 624,378 Owned by ----------------------------------------------------- 7 Sole Dispositive Power Each ----------------------------------------------------- Reporting 8 Shared Dispositive Power Person With 624,378 - -------------------------------------------------------------------------------- 9 Aggregate Amount Beneficially Owned by Each Reporting Person 624,378 - -------------------------------------------------------------------------------- 10 Check Box if Aggregate Amount in Row (9) Excludes Certain Shares* [ ] - -------------------------------------------------------------------------------- 11 Percent of Class Represented by Amount in Row 9 .52%(.51% assuming conversion of all Reporting Persons' derivative securities) - -------------------------------------------------------------------------------- 12 Type of Reporting Person* PN - -------------------------------------------------------------------------------- *See instruction before filling out! 14 CUSIP NO. 29476L 10 7 13G PAGE 14 OF 30 - -------------------------------------------------------------------------------- 1 Name of Reporting Person or S.S. I.R.S. Identification No. of Above Person Robert H. and Ann Lurie Trust 36-6944487 - -------------------------------------------------------------------------------- 2 Check the Appropriate Box if a Member of a Group* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC Use Only - -------------------------------------------------------------------------------- 4 Citizenship or Place of Organization Illinois - -------------------------------------------------------------------------------- Number of 5 Sole Voting Power Shares ----------------------------------------------------- Beneficially 6 Shared Voting Power 49,386 Owned by ----------------------------------------------------- 7 Sole Dispositive Power Each ----------------------------------------------------- Reporting 8 Shared Dispositive Power Person With 49,386 - -------------------------------------------------------------------------------- 9 Aggregate Amount Beneficially Owned by Each Reporting Person 49,386 - -------------------------------------------------------------------------------- 10 Check Box if Aggregate Amount in Row (9) Excludes Certain Shares* [ ] - -------------------------------------------------------------------------------- 11 Percent of Class Represented by Amount in Row 9 .04%(.04% assuming conversion of all Reporting Persons' derivative securities) - -------------------------------------------------------------------------------- 12 Type of Reporting Person* OO - -------------------------------------------------------------------------------- *See instruction before filling out! 15 CUSIP NO. 29476L 10 7 13G PAGE 15 OF 30 - -------------------------------------------------------------------------------- 1 Name of Reporting Person S.S. or I.R.S. Identification No. of Above Person First Capital Financial Corp. 59-1604552 - -------------------------------------------------------------------------------- 2 Check the Appropriate Box if a Member of a Group* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC Use Only - -------------------------------------------------------------------------------- 4 Citizenship or Place of Organization Florida - -------------------------------------------------------------------------------- Number of 5 Sole Voting Power Shares ----------------------------------------------------- Beneficially 6 Shared Voting Power 31,476 Owned by ----------------------------------------------------- 7 Sole Dispositive Power Each ----------------------------------------------------- Reporting 8 Shared Dispositive Power Person With 31,476 - -------------------------------------------------------------------------------- 9 Aggregate Amount Beneficially Owned by Each Reporting Person 31,476 - -------------------------------------------------------------------------------- 10 Check Box if Aggregate Amount in Row (9) Excludes Certain Shares* [ ] - -------------------------------------------------------------------------------- 11 Percent of Class Represented by Amount in Row 9 .03%(.03% assuming conversion of all Reporting Persons' derivative securities) - -------------------------------------------------------------------------------- 12 Type of Reporting Person* CO - -------------------------------------------------------------------------------- *See instruction before filling out! 16 CUSIP NO. 29476L 10 7 13G PAGE 16 OF 30 - -------------------------------------------------------------------------------- 1 Name of Reporting Person S.S. or I.R.S. Identification No. of Above Person Samuel Zell ###-##-#### - -------------------------------------------------------------------------------- 2 Check the Appropriate Box if a Member of a Group* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC Use Only - -------------------------------------------------------------------------------- 4 Citizenship or Place of Organization U.S.A. - -------------------------------------------------------------------------------- Number of 5 Sole Voting Power Shares 234,493 ----------------------------------------------------- Beneficially 6 Shared Voting Power 1,664,312 Owned by ----------------------------------------------------- 7 Sole Dispositive Power Each 234,493 ----------------------------------------------------- Reporting 8 Shared Dispositive Power Person With 1,664,312 - -------------------------------------------------------------------------------- 9 Aggregate Amount Beneficially Owned by Each Reporting Person 1,898,805 - -------------------------------------------------------------------------------- 10 Check Box if Aggregate Amount in Row (9) Excludes Certain Shares* [ ] - -------------------------------------------------------------------------------- 11 Percent of Class Represented by Amount in Row 9 1.6%(1.6% assuming conversion of all Reporting Persons' derivative securities) - -------------------------------------------------------------------------------- 12 Type of Reporting Person* IN - -------------------------------------------------------------------------------- *See instruction before filling out! 17 CUSIP NO. 29476L 10 7 13G PAGE 17 OF 30 - -------------------------------------------------------------------------------- 1 Name of Reporting Person S.S. or I.R.S. Identification No. of Above Person Ann Lurie ###-##-#### - -------------------------------------------------------------------------------- 2 Check the Appropriate Box if a Member of a Group* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC Use Only - -------------------------------------------------------------------------------- 4 Citizenship or Place of Organization U.S.A. - -------------------------------------------------------------------------------- Number of 5 Sole Voting Power Shares ----------------------------------------------------- Beneficially 6 Shared Voting Power 2,682,707 Owned by ----------------------------------------------------- 7 Sole Dispositive Power Each ----------------------------------------------------- Reporting 8 Shared Dispositive Power Person With 2,682,707 - -------------------------------------------------------------------------------- 9 Aggregate Amount Beneficially Owned by Each Reporting Person 2,682,707 - -------------------------------------------------------------------------------- 10 Check Box if Aggregate Amount in Row (9) Excludes Certain Shares* [ ] - -------------------------------------------------------------------------------- 11 Percent of Class Represented by Amount in Row 9 2.2%(2.2% assuming conversion of all Reporting Persons' derivative securities) - -------------------------------------------------------------------------------- 12 Type of Reporting Person* IN - -------------------------------------------------------------------------------- *See instruction before filling out! 18 CUSIP NO. 29476L 10 7 13G PAGE 18 OF 30 - -------------------------------------------------------------------------------- 1 Name of Reporting Person S.S. or I.R.S. Identification No. of Above Person Sheli Z. Rosenberg ###-##-#### - -------------------------------------------------------------------------------- 2 Check the Appropriate Box if a Member of a Group* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC Use Only - -------------------------------------------------------------------------------- 4 Citizenship or Place of Organization U.S.A. - -------------------------------------------------------------------------------- Number of 5 Sole Voting Power Shares 117,000 ----------------------------------------------------- Beneficially 6 Shared Voting Power 2,753,995 Owned by ----------------------------------------------------- 7 Sole Dispositive Power Each 117,000 ----------------------------------------------------- Reporting 8 Shared Dispositive Power Person With 2,753,995 - -------------------------------------------------------------------------------- 9 Aggregate Amount Beneficially Owned by Each Reporting Person 2,870,995 - -------------------------------------------------------------------------------- 10 Check Box if Aggregate Amount in Row (9) Excludes Certain Shares* [ ] - -------------------------------------------------------------------------------- 11 Percent of Class Represented by Amount in Row 9 2.4%(2.4% assuming conversion of all Reporting Persons' derivative securities) - -------------------------------------------------------------------------------- 12 Type of Reporting Person* IN - -------------------------------------------------------------------------------- *See instruction before filling out! 19 CUSIP NO. 29476L 10 7 13G PAGE 19 OF 30 - -------------------------------------------------------------------------------- 1 Name of Reporting Person S.S. or I.R.S. Identification No. of Above Person Arthur A. Greenberg ###-##-#### - -------------------------------------------------------------------------------- 2 Check the Appropriate Box if a Member of a Group* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC Use Only - -------------------------------------------------------------------------------- 4 Citizenship or Place of Organization U.S.A. - -------------------------------------------------------------------------------- Number of 5 Sole Voting Power Shares 35,297 ----------------------------------------------------- Beneficially 6 Shared Voting Power 2,427,987 Owned by ----------------------------------------------------- 7 Sole Dispositive Power Each 35,297 ----------------------------------------------------- Reporting 8 Shared Dispositive Power Person With 2,427,987 - -------------------------------------------------------------------------------- 9 Aggregate Amount Beneficially Owned by Each Reporting Person 2,463,284 - -------------------------------------------------------------------------------- 10 Check Box if Aggregate Amount in Row (9) Excludes Certain Share [ ] - -------------------------------------------------------------------------------- 11 Percent of Class Represented by Amount in Row 9 2.1%(2.0% assuming conversion of all Reporting Persons' derivative securities) - -------------------------------------------------------------------------------- 12 Type of Reporting Person* IN - -------------------------------------------------------------------------------- *See instruction before filling out! 20 CUSIP NO. 29476L 10 7 13G PAGE 20 OF 30 - -------------------------------------------------------------------------------- 1 Name of Reporting Person S.S. or I.R.S. Identification No. of Above Person Mark Slezak ###-##-#### - -------------------------------------------------------------------------------- 2 Check the Appropriate Box if a Member of a Group* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC Use Only - -------------------------------------------------------------------------------- 4 Citizenship or Place of Organization U.S.A. - -------------------------------------------------------------------------------- Number of 5 Sole Voting Power Shares 1,000 ----------------------------------------------------- Beneficially 6 Shared Voting Power 1,466,915 Owned by ----------------------------------------------------- 7 Sole Dispositive Power Each 1,000 ----------------------------------------------------- Reporting 8 Shared Dispositive Power Person With 1,466,915 - -------------------------------------------------------------------------------- 9 Aggregate Amount Beneficially Owned by Each Reporting Person 1,467,915 - -------------------------------------------------------------------------------- 10 Check Box if Aggregate Amount in Row (9) Excludes Certain Shares* [ ] - -------------------------------------------------------------------------------- 11 Percent of Class Represented by Amount in Row 9 1.2%(1.2% assuming conversion of all Reporting Persons' derivative securities) - -------------------------------------------------------------------------------- 12 Type of Reporting Person* IN - -------------------------------------------------------------------------------- *See instruction before filling out! 21 EQUITY RESIDENTIAL PROPERTIES TRUST COMMON SHARES OF BENEFICIAL INTEREST, PAR VALUE $.01 CUSIP NUMBER 29476L 10 7 ITEM 1(a). NAME OF ISSUER The Issuer is Equity Residential Properties Trust, a Maryland real estate investment trust. ITEM 1(b). ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES The Issuer's principal executive office is: Two North Riverside Plaza Chicago, Illinois 60606 ITEM 2(a). NAME OF PERSON FILING The following entities and persons are filing this Schedule 13G: B/S Investments, an Illinois general partnership Samuel Zell Foundation, an Illinois not-for-profit corporation Samstock, LLC, a Delaware limited liability company Samstock/SZRT, LLC, a Delaware limited liability company Samstock/ZGPI, LLC, a Delaware limited liability company Samstock/ZFT, LLC, a Delaware limited liability company EGI Holdings, Inc., an Illinois corporation Lurie General Partnership, Inc., an Illinois corporation Ann Lurie Revocable Trust U/T/A 12/22/89 EGIL Investments, Inc., an Illinois corporation Anda Partnership, a Nevada general partnership LFT Partnership, an Illinois general partnership Robert H. and Ann Lurie Trust, an Illinois trust First Capital Financial Corp., a Florida corporation Samuel Zell Ann Lurie Sheli Z. Rosenberg Arthur A. Greenberg Mark Slezak The above entities and person are each a "Reporting Person" and collectively are the "Reporting Person". Page 21 of 30 22 ITEM 2(b). ADDRESS OF PRINCIPAL BUSINESS OFFICE OR, IF NONE, RESIDENCE The address for each Reporting Person is: Two North Riverside Plaza Chicago, Illinois 60606 ITEM 2(c). CITIZENSHIP B/S Investments Illinois Samuel Zell Foundation Illinois Samstock, LLC Delaware Samstock/SZRT, LLC Delaware Samstock/ZGPI, LLC Delaware Samstock/ZFT, LLC Delaware EGI Holdings, Inc. Illinois Lurie General Partnership, Inc. Illinois Ann Lurie Revocable Trust U/T/A 12/22/89 Illinois EGIL Investments, Inc. Illinois Anda Partnership Nevada LFT Partnership Illinois Robert H. and Ann Lurie Trust Illinois First Capital Financial Corporation Florida Samuel Zell U.S.A. Ann Lurie U.S.A. Sheli Z. Rosenberg U.S.A. Arthur A. Greenberg U.S.A. Mark Slezak U.S.A. ITEM 2(d). TITLE OF CLASS OF SECURITIES Securities reported herein are common shares of beneficial interest, par value $.01 per share ("Common Shares"). Page 22 of 30 23 ITEM 2(e). CUSIP NUMBER: The CUSIP number is 29476L 10 7. 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. ITEM 4. OWNERSHIP The Issuer is the sole general partner of ERP Operating Limited Partnership, an Illinois limited partnership (the "Operating Partnership"). Certain of the Reporting Persons: B/S Investments; Samstock, LLC; Samstock/SZRT, LLC; Samstock/ZGPI, LLC; Samstock/ZFT, LLC; EGI Holdings, Inc.; EGIL Investments, Inc.; Anda Partnership; LFT Partnership; Robert H. and Ann Lurie Trust; First Capital Financial Corpartion; Sheli Z. Rosenberg; and Arthur A. Greenberg, are limited partners of the Operating Partnership. Each limited partner Operating Partnership unit ("OP Unit") is exchangeable, at the holder's request, on a one-for-one basis into a Common Share. Amounts reported herein for each Reporting Person assume (1) the exchange of such Reporting Person's Operating Partnership units for Common Shares and the exercise of options to purchase Common Shares, if applicable, and (2) the exchange of all Reporting Persons' Operating Partnership units for Common Shares and the exercise of such Reporting Persons' options to purchase Common Shares beneficially owned by the Reporting Persons. Collectively, the Reporting Persons own Common Shares, or 4.2%, of the issued and outstanding Common Shares (assuming the conversion of all OP Units and the exercise of all options to purchase Common Shares beneficially owned by the Reporting Persons). Samuel Zell has the sole power to vote or to direct the vote of and the sole power to dispose or to direct the disposition of 234,493 Common Shares (assuming the exercise of options to purchase 225,000 Common Shares). Sheli Z. Rosenberg has the sole power to vote or to direct the vote of and the sole power to dispose or to direct the disposition of 117,000 Common Shares (assuming the conversion of 1,528 OP Units and the exercise of options to purchase 61,667 Common Shares). Arthur A. Greenberg has the sole power to vote or to direct the vote of and the sole power to dispose or the direct the disposition of 35,297 Common Shares (assuming the conversion of 1,597 OP Units and the exercise of options to purchase 18,500 Common Shares). Page 23 of 30 24 Mark Slezak has the sole power to vote or to direct the vote of and the sole power to dispose or to direct the disposition of 1,000 Common Shares (assuming the exercise of options to purchase 1,000 Common Shares). Messers. Zell, Greenberg and Slezak and Mses. Lurie and Rosenberg share the power to vote or to direct the vote of and share the power to dispose or to direct the disposition of the Common Shares with each of the Reporting Persons as shown in the following table. SHARE POWER WITH SUCH REPORTING PERSON --------------------------------------
Total Beneficially Owned Samuel Ann Sheli Z. Arthur A. Mark Reporting Person("RP") by such RP Zell Lurie Rosenberg Greenberg Slezak - ---------------------- ----------- ---------- -------- ----------- --------- -------- B/S Investments 669(1) 0 669 669 669 669 Samuel Zell Foundation 30,000 30,000 0 30,000 30,000 0 Samstock, LLC 1,291,329(2) 1,291,329 0 1,291,329 1,291,329 0 Samstock/SZRT, LLC 200,337(1) 200,337 0 0 0 0 Samstock/ZGPI, LLC 111,170(1) 111,170 0 0 0 0 Samstock/ZFT, LLC 326,008(1) 0 0 326,008 0 0 EGI Holdings, Inc. 537,257(1) 0 537,257 537,257 537,257 537,257 Lurie General Partnership, Inc. 12,070 0 12,070 0 0 12,070 Ann Lurie Revocable Trust 591,414 0 591,414 0 0 0 U/T/A 12/22/89 EGIL Investments, Inc. 537,256(1) 0 537,256 537,256 537,256 537,256 Anda Partnership 330,277(1) 0 330,277 0 0 330,277 LFT Partnership 624,378 0 624,378 0 0 0 Robert H. and Ann Lurie Trust 49,386(1) 0 49,386 0 0 49,386 First Capital Financial Corporation 31,476(1) 31,476 0 31,476 31,476 0 ---------------------------------------------------------------------------------- TOTAL - SHARED VOTES 4,673,027 1,664,312 2,682,707 2,753,995 2,427,987 1,466,915 --------- --------- --------- --------- --------- ---------
Page 24 of 30 25 SOLE POWER WITH RESPECT TO COMMON SHARES Samuel Zell 234,493 234,493 Ann Lurie 0 0 Sheli Z. Rosenberg 117,000 117,000 Arthur A. Greenberg 35,297 35,297 Mark Slezak 1,000 1,000 ----------------------------------------------------------------------------------- TOTAL - SHARED & SOLE VOTES 387,790 234,493 0 117,000 35,297 1,000 --------- --------- --------- --------- --------- --------- TOTAL - SHARED & SOLE VOTES 5,060,817 1,898,805 2,682,707 2,870,995 2,463,284 1,467,915 ========= ========= ========= ========= ========= ========= Percent of Class - Assuming 4.2% 1.6% 2.2% 2.4% 2.0% 1.2% conversion of all OP Units and exercise of all options to purchase Common Shares
(1) Represents OP Units which are exchangeable at the holder's option on a one-for-one basis into Common Shares. (2) Includes 643,845 OP Units. ITEM 5. OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS: [X] ITEM 6. OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER PERSON: Not applicable 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: Not applicable. ITEM 9. NOTICE OF DISSOLUTION OF GROUP: Not applicable. ITEM 10. CERTIFICATE Not applicable. Page 25 of 30 26 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. Dated: February 16, 1999 B/S INVESTMENTS, an Illinois general partnership By: Alphabet Partners, a general partner By: SZA Trust, a general partner By: /s/ Arthur A. Greenberg ---------------------------------- Its: Trustee SAMUEL ZELL FOUNDATION, an Illinois not-for-profit corporation By: /s/ Samuel Zell --------------------------- Its: President Page 26 of 30 27 SAMSTOCK, LLC, a Delaware limited liability company By: /s/ Sheli Z. Rosenberg --------------------------- Its: Vice President SAMSTOCK/SZRT, LLC, a Delaware limited liability company By: /s/ Sheli Z. Rosenberg --------------------------- Its: Vice President SAMSTOCK/ZGPI, LLC, a Delaware limited liability company By: /s/ Sheli Z. Rosenberg --------------------------- Its: Vice President SAMSTOCK/AFT, LLC, a Delaware limited liability company By: /s/ Sheli Z. Rosenberg --------------------------- Its: Vice President Page 27 of 30 28 EGI HOLDINGS, INC., an Illinois corporation By: /s/ Sheli Z. Rosenberg --------------------------- Its: Vice President LURIE GENERAL PARTNERSHIP, INC., an Illinois corporation By: /s/ Mark Slezak --------------------------- Its: Vice President ANN LURIE REVOCABLE TRUST U/T/A 12/22/89 By: /s/ Ann Lurie --------------------------- Its: Trustee EGIL INVESTMENTS, INC., an Illinois corporation By: /s/ Mark Slezak --------------------------- Its: Vice President Page 28 of 30 29 ANDA PARTNERSHIP, a Nevada general partnership By: Ann Only Trust, a general partner By: /s/ Ann Lurie --------------------------- Its: Co-Trustee LFT PARTNERSHIP, an Illinois general partnership By: Jesse Trust, a general partner By: /s/ Ann Lurie --------------------------- Its: Trustee ROBERT H. AND ANN LURIE TRUST, an Illinois trust By: /s/ Ann Lurie --------------------------- Its: Co-Trustee FIRST CAPITAL FINANCIAL CORP., a Florida corporation By: /s/ Donald J. Liebentritt --------------------------- Its: Vice President Page 29 of 30 30 /s/ Samuel Zell ---------------------------- Samuel Zell /s/ Ann Lurie ---------------------------- Ann Lurie /s/ Sheli Z. Rosenberg ---------------------------- Sheli Z. Rosenberg /s/ Arthur A. Greenberg ---------------------------- Arthur A. Greenberg /s/ Mark Slezak ---------------------------- Mark Slezak Page 30 of 30 -----END PRIVACY-ENHANCED MESSAGE-----