5 1 f5rhh.txt FORM 5 FOR R. HOEHL UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 5 ANNUAL STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP [ ] Check box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. [ ] Form 3 Holdings Reported [ ] Form 4 Transactions Reported 1. Name and Address of Reporting Person(s) Hoehl, Robert H. P.O. Box 1070 40 IDX Drive Burlington, VT 05402-1070 2. Issuer Name and Ticker or Trading Symbol IDX Systems Corporation (IDXC) 3. I.R.S. Identification Number of Reporting Person, if an entity (Voluntary) 4. Statement for Month/Year 12/01 5. If Amendment, Date of Original (Month/Year) 6. Relationship of Reporting Person(s) to Issuer (Check all applicable) [X] Director [ ] 10% Owner [ ] Officer (give title below) [ ] Other (specify below) Chairman Of The Board 7. Individual or Joint/Group Filing (Check Applicable Line) [X] Form filed by One Reporting Person [ ] Form filed by More than One Reporting Person
Table I Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned -------------------------------------------------------------------------------- ---------------------------------------------------- 1)Title of Security 2)Trans- 3.Trans- 4.Securities Acquired(A) 5)Amount of 6) 7)Nature of action action or Disposed of (D) Securities Indirect Date Code A Beneficially D Beneficial (Month/ or Owned at or Ownership Day/Year) Code Amount D Price End of Year I -------------------------------------------------------------------------------- ---------------------------------------------------- Common Stock 12/31/01 G 1,200,000.00 D D Direct (1) Common Stock 12/31/01 G 3,337,257.00 D 0.00 D Direct (2) Common Stock 12/31/01 G 3,480,847.00 A 3,480,847.00 I by FLITE Trust (3) Common Stock 12/31/01 G 143,590.00 (4)D 0.00 I by Spouse Common Stock 666,537.00 I by Trust Common Stock 12/31/01 G 1,200,000.00 A 1,200,000.00 I by (5) Trust-RHHGRAT1201 Table II (PART 1) Derivative Securitites Acquired, Disposed of, or Beneficially Owned (Columns 1 through 6) -------------------------------------------------------------------------------- ---------------------------------------------------- 1)Title of Derivative 2)Conversion 3)Trans- 4)Trans- 5)Number of Derivative 6)Date Exercisable and Security or Exercise action action Securities Acquired (A) Expiration Date Price of Date Code or Disposed of (D) Derivative Security Code A D Exercisable Expiration -------------------------------------------------------------------------------- ---------------------------------------------------- Director Stock Option-Common $16.8750 09/15/01 12/19/10 Stock (right to buy) Director Stock Option-Common $17.8000 05/21/02 05/21/11 Stock (right to buy) Director Stock Option-Common $12.6100 12/03/01 12/03/11 Stock (right to buy) Table II (PART 2) Derivative Securitites Acquired, Disposed of, or Beneficially Owned (Columns 1,3 and 7 through 11) -------------------------------------------------------------------------------- ---------------------------------------------------- 1)Title of Derivative 3)Trans- 7)Title and Amount 8)Price 9)Number of 10) 11)Nature of Security action of Underlying of Deri- Derivative Indirect Date Securities vative Securities D Beneficial Amount or Security Beneficially or Ownership Number of Owned at I - Title Shares End of Year -------------------------------------------------------------------------------- ---------------------------------------------------- Director Stock Option-Common Common Stock 2,382.00 2,382.00 D Direct Stock (right to buy) Director Stock Option-Common Common Stock 3,371.00 3,371.00 D Direct Stock (right to buy) Director Stock Option-Common Common Stock 1,587.00 1,587.00 D Direct Stock (right to buy) Explanation of Responses: (1) These shares were previously reported as directly benefiically owned by reporting person but were contributed to a grantor retained annuity trust on December 31, 2001 whereby the reporting person's spouse is trustee. Such trust is referred to as the "Cynthia K. H oehl, Trustee of the Robert H. Hoehl Grantor Retained Annuity Trust U/A 12/12/01." (2) 3,337,257 shares were previously reported as directly beneficially owned by the reporting person but were contributed to a FLITE tru st on December 31, 2001 whereby the reporting person's spouse is trustee. Such trust is referred to as the "Cynthia K. Hoehl, Trust ee of the Robert H. Hoehl FLITE Trust U/A 12/12/01." (3) 3,337,257 shares were previously reported as directly beneficially owned by the reporting person but were contributed to a FLITET Tr ust on December 31, 2001 whereby the reporting person's spouse is trustee. 143,590 shares held by reporting person's spouse were co ntributed to a FLITE Trust on December 31, 2001 and the reporting person's spouse is trustee. Such trust is referred to as the "Cyn thia K. Hoehl, Trustee of the Robert H. Hoehl FLITE Trust U/A 12/12/01." (4) The reporting person's spouse contributed 143,590 shares to a FLITE Trust on December 31, 2001 and is the trustee of such FLITE Trus t. Such FLITE Trust is referred to as the "Cynthia K. Hoehl, Trustee of the Robert H. Hoehl FLITE Trust U/A 12/12/01." (5) These shares were previously reported as directly benefiically owned by reporting person but were contributed to a grantor retained annuity trust on December 31, 2001 whereby the reporting person's spouse is trustee. Such trust is referred to as the "Cynthia K. H oehl, Trustee of the Robert H. Hoehl Grantor Retained Annuity Trust U/A 12/12/01."
SIGNATURE OF REPORTING PERSON /S/ By: Diane L. Brown, Attorney-In-Fact For: Robert H. Hoehl DATE 02/14/02