-----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, UtIf0aY3jQCA3CVm4WD40/L0sPViSNSSG8WqHQK67pGmifUHfkjN4tN0vM89saUf Fm9KKruxbAyBwkqEO9ufoQ== 0000899140-07-000348.txt : 20070214 0000899140-07-000348.hdr.sgml : 20070214 20070214180725 ACCESSION NUMBER: 0000899140-07-000348 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 3 CONFORMED PERIOD OF REPORT: 20070212 FILED AS OF DATE: 20070214 DATE AS OF CHANGE: 20070214 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Loeb Daniel S CENTRAL INDEX KEY: 0001300345 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-14450 FILM NUMBER: 07623970 BUSINESS ADDRESS: BUSINESS PHONE: (212) 224-7400 MAIL ADDRESS: STREET 1: THIRD POINT MANAGEMENT COMPANY L.L.C. STREET 2: 360 MADISON AVENUE, 24TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: AEP INDUSTRIES INC CENTRAL INDEX KEY: 0000785787 STANDARD INDUSTRIAL CLASSIFICATION: UNSUPPORTED PLASTICS FILM & SHEET [3081] IRS NUMBER: 221916107 STATE OF INCORPORATION: DE FISCAL YEAR END: 1031 BUSINESS ADDRESS: STREET 1: 125 PHILLIPS AVE CITY: SOUTH HACKENSACK STATE: NJ ZIP: 07606 BUSINESS PHONE: 2016416600 MAIL ADDRESS: STREET 1: 125 PHILLIPS AVE CITY: SOUTH HACKENSACK STATE: NJ ZIP: 07606 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Third Point LLC CENTRAL INDEX KEY: 0001040273 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-14450 FILM NUMBER: 07623971 BUSINESS ADDRESS: STREET 1: 390 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 2122247400 MAIL ADDRESS: STREET 1: 390 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10022 FORMER NAME: FORMER CONFORMED NAME: THIRD POINT MANAGEMENT CO LLC DATE OF NAME CHANGE: 19970602 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Third Point Offshore Fund, Ltd. CENTRAL INDEX KEY: 0001300970 STATE OF INCORPORATION: E9 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-14450 FILM NUMBER: 07623969 BUSINESS ADDRESS: STREET 1: C/O JAROD BENSON, W.S. WALKER & COMPANY STREET 2: WALKER HOUSE, PO BOX 265GT, MARY STREET CITY: GEORGE TOWN STATE: E9 ZIP: 00000 BUSINESS PHONE: (345) 949-0100 MAIL ADDRESS: STREET 1: C/O JAROD BENSON, W.S. WALKER & COMPANY STREET 2: WALKER HOUSE, PO BOX 265GT, MARY STREET CITY: GEORGE TOWN STATE: E9 ZIP: 00000 4 1 tpllc_aepi4-021407ex.xml X0202 4 2007-02-12 0 0000785787 AEP INDUSTRIES INC AEPI 0001040273 Third Point LLC 390 PARK AVENUE NEW YORK NY 10022 0 0 1 0 0001300345 Loeb Daniel S 390 PARK AVENUE NEW YORK NY 10022 0 0 1 0 0001300970 Third Point Offshore Fund, Ltd. C/O WALKERS SPV LIMITED, WALKER HOUSE MARY STREET, P.O. BOX 908GT GEORGE TOWN, CAYMAN ISLANDS 0 0 1 0 Common Stock, par value $0.01 per share 2007-02-12 4 S 0 2900 46.80 D 1125800 I See footnote Common Stock, par value $0.01 per share 2007-02-13 4 S 0 5600 47.18 D 1120200 I See footnote See Exhibit 99.1. List of Exhibits Exhibit 99.1 - Explanation of Responses Exhibit 99.2 - Joint Filer Information THIRD POINT LLC, By: DANIEL S. LOEB, Chief Executive Officer, By: /s/ Justin Nadler, Attorney-in-Fact 2007-02-14 EX-99 2 a3609315a.txt EXHIBIT 99.1 EXPLANATION OF RESPONSES Exhibit 99.1 Explanation of Responses: (1) Third Point LLC ("Third Point") is investment manager or adviser to Third Point Offshore Fund, Ltd. ("Offshore Fund") and a variety of hedge funds and managed accounts (including but not limited to the Offshore Fund, the "Funds"). The Funds own 1,120,200 shares of common stock of the Issuer (the "Shares"), including 795,600 shares of common stock of the issuer beneficially owned by the Offshore Fund. Third Point may be deemed to have beneficial ownership over the Shares by virtue of the authority granted to Third Point by the Funds to vote and to dispose of the Shares. Mr. Daniel S. Loeb ("Mr. Loeb") serves as the Chief Executive Officer of Third Point and by virtue of such position may be deemed to have beneficial ownership over the Shares. Mr. Loeb also serves as a director of the Offshore Fund. Third Point, Mr. Loeb and the Offshore Fund hereby disclaim any beneficial ownership of the securities reported herein for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Act") except to the extent of their pecuniary interest therein as determined in accordance with the Act and the rules adopted thereunder. EX-99 3 a3609315b.txt EXHIBIT 99.2 JOINT FILER INFORMATION Exhibit 99.2 Attachment to Form 4 JOINT FILER INFORMATION Name and Address: Daniel S. Loeb 390 Park Avenue New York, NY 10022 Date of Event Requiring Statement: 02/12/07 Issuer and Ticker Symbol: AEP Industries Inc. (AEPI) Relationship to Issuer: (1) Designated Filer: Third Point LLC TABLE I INFORMATION Title of Security: Common Stock Transaction Date 02/12/07 Transaction Code S Amount of Securities and Price 2,900 at $46.80 per share Securities Acquired (A) or Disposed of (D) D Amount of Securities Beneficially Owned Following Reported Transactions 1,125,800 Ownership Form: I Nature of Indirect Beneficial Ownership: (1) Title of Security: Common Stock Transaction Date 02/13/07 Transaction Code S Amount of Securities and Price 5,600 at $47.18 per share Securities Acquired (A) or Disposed of (D) D Amount of Securities Beneficially Owned Following Reported Transactions 1,120,200 Ownership Form: I Nature of Indirect Beneficial Ownership: (1) Signature DANIEL S. LOEB By: /s/ Justin Nadler -------------------------------- Name: Justin Nadler Title: Attorney-in-Fact JOINT FILER INFORMATION Name and Address: Third Point Offshore Fund, Ltd. c/o Walkers SPV Limited Walker House, Mary Street P.O. Box 908GT George Town, Grand Cayman Cayman Islands, British West Indies Date of Event Requiring Statement: 02/12/07 Issuer and Ticker Symbol: AEP Industries Inc. (AEPI) Relationship to Issuer: 10% Owner Designated Filer: Third Point LLC TABLE I INFORMATION Title of Security: Common Stock Transaction Date 02/12/07 Transaction Code S Amount of Securities and Price 2,000 at $46.80 per share Securities Acquired (A) or Disposed of (D) D Amount of Securities Beneficially Owned Following Reported Transactions 799,600 Ownership Form: D Nature of Indirect Beneficial Ownership: N/A Title of Security: Common Stock Transaction Date 02/13/07 Transaction Code S Amount of Securities and Price 4,000 at $47.18 per share Securities Acquired (A) or Disposed of (D) D Amount of Securities Beneficially Owned Following Reported Transactions 795,600 Ownership Form: D Nature of Indirect Beneficial Ownership: N/A Signature THIRD POINT OFFSHORE FUND, LTD. By: DANIEL S. LOEB, Director By: /s/ Justin Nadler -------------------------------- Name: Justin Nadler Title: Attorney-in-Fact -----END PRIVACY-ENHANCED MESSAGE-----