-----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, QlFp/2NzHrTAp78BnjbExBPwq7rh8YyMKvejsdZfNIbQWXBlX5sCa/7JqGskJFJ5 WKBvw4NeT9IenxF8KfTQxg== 0000950150-04-000154.txt : 20040209 0000950150-04-000154.hdr.sgml : 20040209 20040209132838 ACCESSION NUMBER: 0000950150-04-000154 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20040209 GROUP MEMBERS: NANCY EDELBROCK GROUP MEMBERS: THE VIC AND NANCY EDELBROCK INTER VIVOS TRUST DATED 12/19/80 GROUP MEMBERS: THE VIC EDELBROCK, SR. WILL MARITAL DEDUCTION FUND GROUP MEMBERS: THE VIC EDELBROCK, SR. WILL RESIDUARY FUND SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: EDELBROCK CORP CENTRAL INDEX KEY: 0000929037 STANDARD INDUSTRIAL CLASSIFICATION: MOTOR VEHICLE PARTS & ACCESSORIES [3714] IRS NUMBER: 330627520 STATE OF INCORPORATION: DE FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-53153 FILM NUMBER: 04576965 BUSINESS ADDRESS: STREET 1: 2700 CALIFORNIA STREET CITY: TORRANCE STATE: CA ZIP: 90503 BUSINESS PHONE: 3107812222 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: EDELBROCK O VICTOR CENTRAL INDEX KEY: 0001201312 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: 2700 CALIFORNIA STREET CITY: TORRANCE STATE: CA ZIP: 90503 BUSINESS PHONE: 3107812222 MAIL ADDRESS: STREET 1: 2700 CALIFORNIA STREET CITY: TORRANCE STATE: CA ZIP: 90503 SC 13G/A 1 a96312sc13gza.htm SCHEDULE 13G, AMENDMENT NO. 1 Edelbrock Corp. - Schedule 13G, Amendment No. 1
 

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

(Rule 13d-102)

INFORMATION TO BE INCLUDED IN STATEMENTS FILED
PURSUANT TO RULES 13d-1(b) AND (c) AND AMENDMENTS
THERETO FILED PURSUANT TO 13d-2(b)

(Amendment No.1)
EDELBROCK CORPORATION


(Name of Issuer)

COMMON STOCK


(Title of Class of Securities)

279 434 104


(CUSIP Number)

December 31, 2003


(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

[   ]    Rule 13d-1(b)
[   ]    Rule 13d-1(c)
[X]    Rule 13d-1(d)

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).

Page 1 of 9

 


 

         

 
CUSIP No. 279434104
  13G   Page 2 of 9

 
                     

 
    NAME OF REPORTING PERSON
1   S.S. OR I.R.S. IDENTIFICATION OF ABOVE PERSON (ENTITIES ONLY)
 
                   
    O. Victor Edelbrock, Jr.

 
    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
2
                  (a) [   ]
 
                   
 
                  (b) [   ]

 
    SEC USE ONLY
3
                   
 
                   

 
    CITIZENSHIP OR PLACE OF ORGANIZATION
4
                   
    United States

 
 
          SOLE VOTING POWER        
 
      5            
 
          1,945,679        
       
 
 
          SHARED VOTING POWER        
NUMBER OF SHARES   6            
BENEFICIALLY       860,557        
OWNED BY EACH  
REPORTING PERSON       SOLE DISPOSITIVE POWER        
WITH   7            
 
          1,945,679        
       
 
 
          SHARED DISPOSITIVE POWER        
 
      8            
 
          860,557        

 
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
9
                   
 
  2,806,236(1)                

 
    CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* o    
10
                   
 
                   

 
    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
11
                   
 
  51.4%                

 
    TYPE OF REPORTING PERSON
12
                   
 
  IN                

 


     (1) Includes 860,557 shares owned by the Vic and Nancy Edelbrock Inter Vivos Trust, 700,282 shares owned by the Vic Edelbrock, Sr. Will Marital Deduction Fund, 618,750 shares owned by the Vic Edelbrock, Sr. Will Residuary Fund, 73,521 shares owned by the Sean Michael Robb Trust, 73,521 shares owned by the Alexander Edelbrock Wilson Trust, 73,521 shares owned by the Courtney Isom Trust, 43,510 shares owned by the Carey Edelbrock Robb Trust, 43,521 shares owned by the Cathleen Edelbrock Trust, 73,510 shares owned by the Christina Edelbrock Trust, 16,959 shares owned by the Troy Frederick Robb Trust, 16,959 shares owned by the Grant Douglas Robb Trust, 16,959 shares owned by the Brooke Elizabeth Robb Trust, 16,959 shares owned by the Kyle Patrick Robb Trust, and 332 shares attributable to Nancy Edelbrock’s beneficial interest in the Issuer’s 401(k) Retirement Plan. Mr. Edelbrock is the sole trustee of the above trusts, except for the Inter Vivos Trust, of which he is co-trustee with Nancy Edelbrock. Also includes 177,375 shares attributable to Mr. Edelbrock’s beneficial interest in the Issuer’s 401(k) Retirement Plan.

 


 

         

 
CUSIP No. 279434104
  13G   Page 3 of 9

 
                     

 
    NAME OF REPORTING PERSON
1   S.S. OR I.R.S. IDENTIFICATION OF ABOVE PERSON (ENTITIES ONLY)
 
                   
    Nancy Edelbrock

 
    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
2
                  (a) [   ]
 
                   
 
                  (b) [   ]

 
    SEC USE ONLY
3
                   
 
                   

 
    CITIZENSHIP OR PLACE OF ORGANIZATION
4
                   
    United States

 
 
          SOLE VOTING POWER        
 
      5            
 
          332        
       
 
 
          SHARED VOTING POWER        
NUMBER OF SHARES   6            
BENEFICIALLY       860,557        
OWNED BY EACH  
REPORTING PERSON       SOLE DISPOSITIVE POWER        
WITH   7            
 
          332        
       
 
 
          SHARED DISPOSITIVE POWER        
 
      8            
 
          860,557        

 
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
9
                   
 
  2,806,236(2)                

 
    CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* o    
10
                   
 
                   

 
    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
11
                   
 
  51.4%                

 
    TYPE OF REPORTING PERSON
12
                   
 
  IN                

 


     (2) Includes 860,557 shares owned by the Vic and Nancy Edelbrock Inter Vivos Trust, 700,282 shares owned by the Vic Edelbrock, Sr. Will Marital Deduction Fund, 618,750 shares owned by the Vic Edelbrock, Sr. Will Residuary Fund, 73,521 shares owned by the Sean Michael Robb Trust, 73,521 shares owned by the Alexander Edelbrock Wilson Trust, 73,521 shares owned by the Courtney Isom Trust, 43,510 shares owned by the Carey Edelbrock Robb Trust, 43,521 shares owned by the Cathleen Edelbrock Trust, 73,510 shares owned by the shares owned by the Christina Edelbrock Trust, 16,959 shares owned by the Troy Frederick Robb Trust, 16,959 shares owned by the Grant Douglas Robb Trust, 16,959 shares owned by the Brooke Elizabeth Robb Trust, 16,959 shares owned by the Kyle Patrick Robb Trust, and 177,375 shares attributable to O. Victor Edelbrock’s beneficial interest in the Issuer’s 401(k) Retirement Plan. Ms. Edelbrock is Mr. Edelbrock’s spouse, and she disclaims beneficial ownership of the above shares except for the shares held in the Inter Vivos Trust, of which she is co-trustee with Mr. Edelbrock. Mr. Edelbrock is the sole trustee of the other trusts. Also includes 332 shares attributable to Ms. Edelbrock’s beneficial interest in the Issuer’s 401(k) Retirement Plan.

 


 

         

 
CUSIP No. 279434104
  13G   Page 4 of 9

 
                     

 
    NAME OF REPORTING PERSON
1   S.S. OR I.R.S. IDENTIFICATION OF ABOVE PERSON (ENTITIES ONLY)
 
                   
    The Vic and Nancy Edelbrock Inter Vivos Trust dated Dec. 19, 1980

 
    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
2
                  (a) [   ]
 
                   
 
                  (b) [   ]

 
    SEC USE ONLY
3
                   
 
                   

 
    CITIZENSHIP OR PLACE OF ORGANIZATION
4
                   
    California

 
 
          SOLE VOTING POWER        
 
      5            
 
          860,557        
       
 
 
          SHARED VOTING POWER        
NUMBER OF SHARES   6            
BENEFICIALLY       - 0 -        
OWNED BY EACH  
REPORTING PERSON       SOLE DISPOSITIVE POWER        
WITH   7            
 
          860,557        
       
 
 
          SHARED DISPOSITIVE POWER        
 
      8            
 
          - 0 -        

 
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
9
                   
 
  860,557                

 
    CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* o    
10
                   
 
                   

 
    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
11
                   
 
  15.8%                

 
    TYPE OF REPORTING PERSON
12
                   
 
  OO                

 

 


 

         

 
CUSIP No. 279434104
  13G   Page 5 of 9

 
                     

 
    NAME OF REPORTING PERSON
1   S.S. OR I.R.S. IDENTIFICATION OF ABOVE PERSON (ENTITIES ONLY)
 
                   
    The Vic Edelbrock, Sr. Will Marital Deduction Fund

 
    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
2
                  (a) [   ]
 
                   
 
                  (b) [   ]

 
    SEC USE ONLY
3
                   
 
                   

 
    CITIZENSHIP OR PLACE OF ORGANIZATION
4
                   
    California

 
 
          SOLE VOTING POWER        
 
      5            
 
          700,282        
       
 
 
          SHARED VOTING POWER        
NUMBER OF SHARES   6            
BENEFICIALLY       - 0 -        
OWNED BY EACH  
REPORTING PERSON       SOLE DISPOSITIVE POWER        
WITH   7            
 
          700,282        
       
 
 
          SHARED DISPOSITIVE POWER        
 
      8            
 
          - 0 -        

 
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
9
                   
 
  700,282                

 
    CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* o    
10
                   
 
                   

 
    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
11
                   
 
  12.8%                

 
    TYPE OF REPORTING PERSON
12
                   
 
  OO                

 

 


 

         

 
CUSIP No. 279434104
  13G   Page 6 of 9

 
                     

 
    NAME OF REPORTING PERSON
1   S.S. OR I.R.S. IDENTIFICATION OF ABOVE PERSON (ENTITIES ONLY)
 
                   
    The Vic Edelbrock, Sr. Will Residuary Fund

 
    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
2
                  (a) [   ]
 
                   
 
                  (b) [   ]

 
    SEC USE ONLY
3
                   
 
                   

 
    CITIZENSHIP OR PLACE OF ORGANIZATION
4
                   
    California

 
 
          SOLE VOTING POWER        
 
      5            
 
          618,750        
       
 
 
          SHARED VOTING POWER        
NUMBER OF SHARES   6            
BENEFICIALLY       - 0 -        
OWNED BY EACH  
REPORTING PERSON       SOLE DISPOSITIVE POWER        
WITH   7            
 
          618,750        
       
 
 
          SHARED DISPOSITIVE POWER        
 
      8            
 
          - 0 -        

 
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
9
                   
 
  618,750                

 
    CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* o    
10
                   
 
                   

 
    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
11
                   
 
  11.3%                

 
    TYPE OF REPORTING PERSON
12
                   
 
  OO                

 

 


 

         

 
CUSIP No. 279434104
  13G   Page 7 of 9

 
             
Item 1.   (a)   Name of Issuer:
        Edelbrock Corporation
 
           
    (b)   Address of Issuer’s Principal Executive Offices:
        2700 California Street
        Torrance, CA 90503
 
           
Item 2.   (a)   Name of Persons Filing:
        O. Victor Edelbrock, Jr.
        Nancy Edelbrock
        The Vic and Nancy Edelbrock Inter Vivos Trust dated December 19, 1980
        The Vic Edelbrock, Sr. Will Marital Deduction Fund
        The Vic Edelbrock, Sr. Will Residuary Fund
 
           
    (b)   Address of Principal Business Office or, if none, Residence:
        2700 California Street
        Torrance, CA 90503
 
           
    (c)   Citizenship:
        United States
 
           
    (d)   Title of Class of Securities:
        Common Stock
 
           
    (e)   CUSIP Number:
        279434104
 
           
Item 3.   If this statement is filed pursuant to Rules 13d-1(b), or 13d-2(b) or (c), check whether the person filing is a:
 
           
 
  (a)   o   Broker or dealer registered under Section 15 of the Exchange Act;
 
  (b)   o   Bank as defined in Section 3(a)(6) of the Exchange Act;
 
  (c)   o   Insurance company as defined in Section 3(a)(19) of the Exchange Act;
 
  (d)   o   Investment company registered under Section 8 of the Investment Company Act;
 
  (e)   o   An investment adviser in accordance with Rule 13d-1(b)(1)(ii)(E);,
 
  (f)   o   An employee benefit plan or endowment fund in accordance with Rule 13d-1(b)(1)(ii)(F);
 
  (g)   o   A parent holding company or control person in accordance with Rule 13d-1(b)(ii)(G);
 
  (h)   o   A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act;
 
  (i)   o   A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act;
 
  (j)   o   Group, in accordance with Rule 13d-1(b)(1)(ii)(J).
 
           
Item 4.   Ownership

     Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1.

         
 
  (a)   Amount beneficially owned:
 
       
 
      See Item 9 of cover pages.
 
       
 
  (b)   Percent of class:
 
       
 
      See Item 11 of cover pages.

 


 

         

 
CUSIP No. 279434104
  13G   Page 8 of 9

 
             
    (c)   Number of shares as to which such person has:
 
           
 
      (i)   Sole power to vote or to direct the vote       See Item 5 of cover page.
 
           
 
      (ii)   Shared power to vote or to direct the vote       See Item 6 of cover page.
 
           
 
      (iii)   Sole power to dispose or to direct the disposition of       See Item 7 of cover page.
 
           
 
      (iv)   Shared power to dispose or to direct the disposition of       See Item 8 of cover page.
 
           
Item 5.   Ownership of Five Percent or Less of a Class
 
           
 
  N/A        
 
           
Item 6.   Ownership of More than Five Percent on Behalf of Another Person
 
           
 
  N/A        
 
           
Item 7.   Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company
 
           
 
  N/A        
 
           
Item 8.   Identification and Classification of Members of the Group
 
           
 
  N/A        
 
           
Item 9.   Notice of Dissolution of Group
 
           
 
  N/A        
 
           
Item 10.   Certification.
 
           
 
  N/A        

 


 

         

 
CUSIP No. 279434104
  13G   Page 9 of 9

 

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.

           
        February 6, 2004  

Date
         
        \s\ O. VICTOR EDELBROCK, JR.

O. VICTOR EDELBROCK, JR.
         
        \s\ NANCY EDELBROCK

NANCY EDELBROCK
         
        THE VIC AND NANCY EDELBROCK
INTER VIVOS TRUST DATED 12/19/80
         
    By:   \s\ O. VICTOR EDELBROCK, JR.

O. VICTOR EDELBROCK, JR.
TRUSTEE
         
        \s\ NANCY EDELBROCK

NANCY EDELBROCK
TRUSTEE
         
        THE VIC EDELBROCK, SR. WILL
MARITAL DEDUCTION FUND
         
    By:   \s\ O. VICTOR EDELBROCK, JR.

O. VICTOR EDELBROCK, JR.
TRUSTEE
         
        THE VIC EDELBROCK, SR. WILL
RESIDUARY FUND
         
    By:   \s\ O. VICTOR EDELBROCK, JR.

O. VICTOR EDELBROCK, JR.
TRUSTEE

 

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