-----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, WQWCM+KrdKdFlzwg/mRtPTs4LFbezht6LYyKeFqcNo/IX42VQWHOGdHkLsUSSV19 dsFauYkT6/wcPUicFZ2/og== 0000897069-01-000151.txt : 20010223 0000897069-01-000151.hdr.sgml : 20010223 ACCESSION NUMBER: 0000897069-01-000151 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20010214 GROUP MEMBERS: D D I INC ET AL GROUP MEMBERS: DAVFAM/SIVAD II/DAVFAM II/DFS TRUST/SAO/HJS GROUP MEMBERS: RDD/TWD/DANO/CPS/DDI/SIVAD SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: WINN DIXIE STORES INC CENTRAL INDEX KEY: 0000107681 STANDARD INDUSTRIAL CLASSIFICATION: RETAIL-GROCERY STORES [5411] IRS NUMBER: 590514290 STATE OF INCORPORATION: FL FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: SEC FILE NUMBER: 005-32516 FILM NUMBER: 1545243 BUSINESS ADDRESS: STREET 1: 5050 EDGEWOOD CT CITY: JACKSONVILLE STATE: FL ZIP: 32224 BUSINESS PHONE: 9047835000 MAIL ADDRESS: STREET 1: 5050 EDWOOD CT CITY: JACKSONVILLE STATE: FL ZIP: 32254 FORMER COMPANY: FORMER CONFORMED NAME: WINN & LOVETT GROCERY INC DATE OF NAME CHANGE: 19710927 FORMER COMPANY: FORMER CONFORMED NAME: WINN & LOVETT GROCERY CO DATE OF NAME CHANGE: 19671119 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: D D I INC ET AL CENTRAL INDEX KEY: 0000901575 STANDARD INDUSTRIAL CLASSIFICATION: [] IRS NUMBER: 592448386 STATE OF INCORPORATION: FL FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: PO BOX 2088 CITY: JACKSONVILLE STATE: FL ZIP: 32203 BUSINESS PHONE: 9047835314 FORMER COMPANY: FORMER CONFORMED NAME: DAVIS A DARIUS/JED/DDI/TWD/ADD/RDD/CPS DATE OF NAME CHANGE: 19930421 SC 13G/A 1 0001.txt SCHEDULE 13G/A FOR DDI INC. ET AL UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 13) Winn-Dixie Stores, Inc. - -------------------------------------------------------------------------------- (Name of Issuer) Common Stock - -------------------------------------------------------------------------------- (Title of Class of Securities) 974280 10 9 ------------------------------------------------------------------------ (CUSIP Number) December 31, 2000 - -------------------------------------------------------------------------------- (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 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 disclosures provided in a prior cover page. The information required on 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 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ ================================================================================ 1 NAME OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) D.D.I., Inc. - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) (a) [X] (b) [_] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Florida - United States - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES 47,873,468 ---------------------------------------------------- BENEFICIALLY 6 SHARED VOTING POWER OWNED BY -0- ---------------------------------------------------- EACH 7 SOLE DISPOSITIVE POWER REPORTING 47,873,468 ---------------------------------------------------- PERSON 8 SHARED DISPOSITIVE POWER WITH -0- - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 47,873,468 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) [_] None Excluded - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 34.3% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) CO ================================================================================ Page 2 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ Item 1(a). Name of Issuer: --------- -------------- Winn-Dixie Stores, Inc. Item 1(b). Address of Issuer's Principal Executive Offices: ---------- ------------------------------------------------ 5050 Edgewood Ct., Jacksonville, FL 32254-3699 Item 2(a). Name of Person Filing: --------- --------------------- D.D.I., Inc. Item 2(b). Address of Principal Business Office or, if none, ---------- ------------------------------------------------ Residence: --------- 4310 Pablo Oaks Court, Jacksonville, FL 32224 Item 2(c). Citizenship: --------- ----------- Florida - United States Item 2(d). Title of Class of Securities: --------- ---------------------------- Common Stock Item 2(e). CUSIP Number: --------- ------------ 974280 10 9 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: ------------------ N/A Item 4. Ownership ------ --------- The following ownership information is provided as of December 31, 2000. The reporting person has the right to acquire additional shares as such right is defined in Rule 13d-3. Such shares are included in this Item 4 and are disclosed in Note (A) to Exhibit I hereto. (a) Amount Beneficially Owned: 47,873,468 (b) Percent of Class: 34.3% Page 3 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote: 47,873,468 (ii) shared power to vote or to direct the vote: -0- (iii) sole power to dispose or to direct the disposition of: 47,873,468 (iv) shared power to dispose or to direct the disposition of: -0- 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. --------- See Exhibit I for the identity of the group members filing this schedule. Item 9. Notice of Dissolution of Group. ------ ------------------------------ N/A Item 10. Certification. ------- ------------- N/A Page 4 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 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 14, 2001 By: /s/ H. J. Skelton ----------------------------- D.D.I., Inc. H. J. Skelton, President Page 5 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ ================================================================================ 1 NAME OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Davis Family Special Trust 2001 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) (a) [X] (b) [_] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Florida - United States - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES 54,160,950 ---------------------------------------------------- BENEFICIALLY 6 SHARED VOTING POWER OWNED BY -0- ---------------------------------------------------- EACH 7 SOLE DISPOSITIVE POWER ---------------------------------------------------- REPORTING 54,160,950 PERSON 8 SHARED DISPOSITIVE POWER WITH -0- - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 54,160,950 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) [_] None Excluded - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 38.8% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) OO ================================================================================ Page 6 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ Item 1(a). Name of Issuer: --------- -------------- Winn-Dixie Stores, Inc. Item 1(b). Address of Issuer's Principal Executive Offices: ---------- ------------------------------------------------ 5050 Edgewood Ct., Jacksonville, FL 32254-3699 Item 2(a). Name of Person Filing: --------- --------------------- Davis Family Special Trust 2001 Item 2(b). Address of Principal Business Office or, if none, ---------- ------------------------------------------------ Residence: --------- 4310 Pablo Oaks Court, Jacksonville, FL 32224 Item 2(c). Citizenship: --------- ----------- Florida - United States Item 2(d). Title of Class of Securities: --------- ---------------------------- Common Stock Item 2(e). CUSIP Number: --------- ------------ 974280 10 9 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: ------------------ N/A Item 4. Ownership ------ --------- The following ownership information is provided as of December 31, 2000. The reporting person does not have any current right to acquire additional shares as such right is defined in Rule 13d-3. (a) Amount Beneficially Owned: 54,160,950 (b) Percent of Class: 38.8% Page 7 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote: 54,160,950 (ii) shared power to vote or to direct the vote: -0- (iii) sole power to dispose or to direct the disposition of: 54,160,950 (iv) shared power to dispose or to direct the disposition of: -0- 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 Acquiredthe Security Being Reported on By the --------------------------------------------------- Parent Holding Company. ------------------------ N/A Item 8. Identification and Classification of Members of ------ ----------------------------------------------- the Group. --------- See Exhibit I for the identity of the group members filing this schedule. Item 9. Notice of Dissolution of Group. ------ ------------------------------ N/A Item 10. Certification. ------- ------------- N/A Page 8 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 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 14, 2001 By: /s/ Scott A. Oko Davis Family Special Trust 2001 Scott A. Oko, Trustee Page 9 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ ================================================================================ 1 NAME OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Scott A. Oko - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) (a) [X] (b) [_] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Florida - United States - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES 54,160,950 BENEFICIALLY 6 SHARED VOTING POWER OWNED BY -0- EACH 7 SOLE DISPOSITIVE POWER REPORTING 54,160,950 PERSON 8 SHARED DISPOSITIVE POWER WITH -0- - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 54,160,950 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) [_] None Excluded - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 38.8% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) IN ================================================================================ Page 10 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ Item 1(a). Name of Issuer: --------- -------------- Winn-Dixie Stores, Inc. Item 1(b). Address of Issuer's Principal Executive Offices: ---------- ------------------------------------------------ 5050 Edgewood Ct., Jacksonville, FL 32254-3699 Item 2(a). Name of Person Filing: --------- --------------------- Scott A. Oko Item 2(b). Address of Principal Business Office or, if none, ---------- ------------------------------------------------ Residence: --------- 4310 Pablo Oaks Court, Jacksonville, FL 32224 Item 2(c). Citizenship: --------- ----------- Florida - United States Item 2(d). Title of Class of Securities: --------- ---------------------------- Common Stock Item 2(e). CUSIP Number: --------- ------------ 974280 10 9 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: ------------------ N/A Item 4. Ownership ------ --------- The following ownership information is provided as of December 31, 2000. The reporting person does not have any current right to acquire additional shares as such right is defined in Rule 13d-3. (a) Amount Beneficially Owned: 54,160,950 (b) Percent of Class: 38.8% Page 11 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote: 54,160,950 (ii) shared power to vote or to direct the vote: -0- (iii) sole power to dispose or to direct the disposition of: 54,160,950 (iv) shared power to dispose or to direct the disposition of: -0- 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 Acquiredthe Security Being Reported on By the --------------------------------------------------- Parent Holding Company. ------------------------ N/A Item 8. Identification and Classification of Members of ------ ----------------------------------------------- the Group. --------- See Exhibit I for the identity of the group members filing this schedule. Item 9. Notice of Dissolution of Group. ------ ------------------------------ N/A Item 10. Certification. ------- ------------- N/A Page 12 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 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 14, 2001 /s/ Scott A. Oko Scott A. Oko Page 13 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ ================================================================================ 1 NAME OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) SIVAD Investors, L.L.C. - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) (a) [X] (b) [_] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Texas - United States - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES 22,132,800 ---------------------------------------------------- BENEFICIALLY 6 SHARED VOTING POWER OWNED BY -0- ---------------------------------------------------- EACH 7 SOLE DISPOSITIVE POWER REPORTING 22,132,800 ---------------------------------------------------- PERSON 8 SHARED DISPOSITIVE POWER WITH -0- - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 22,132,800 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) [_] None Excluded - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 15.9% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) OO ================================================================================ Page 14 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ Item 1(a). Name of Issuer: --------- -------------- Winn-Dixie Stores, Inc. Item 1(b). Address of Issuer's Principal Executive Offices: ---------- ------------------------------------------------ 5050 Edgewood Ct., Jacksonville, FL 32254-3699 Item 2(a). Name of Person Filing: --------- --------------------- SIVAD Investors, L.L.C. Item 2(b). Address of Principal Business Office or, if none, ---------- ------------------------------------------------ Residence: --------- 910 Louisiana, suite 3431, Houston, TX 77002 Item 2(c). Citizenship: --------- ----------- Texas - United States Item 2(d). Title of Class of Securities: --------- ---------------------------- Common Stock Item 2(e). CUSIP Number: --------- ------------ 974280 10 9 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: ------------------ N/A Item 4. Ownership ------ --------- The following ownership information is provided as of December 31, 2000. The reporting person does not have any current right to acquire additional shares as such right is defined in Rule 13d-3. (a) Amount Beneficially Owned: 22,132,800 (b) Percent of Class: 15.9% Page 15 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote: 22,132,800 (ii) shared power to vote or to direct the vote: -0- (iii) sole power to dispose or to direct the disposition of: 22,132,800 (iv) shared power to dispose or to direct the disposition of: -0- 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 Acquiredthe Security Being Reported on By the --------------------------------------------------- Parent Holding Company. ------------------------ N/A Item 8. Identification and Classification of Members of ------ ----------------------------------------------- the Group. --------- See Exhibit I for the identity of the group members filing this schedule. Item 9. Notice of Dissolution of Group. ------ ------------------------------ N/A Item 10. Certification. ------- ------------- N/A Page 16 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 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 14, 2001 By: /s/ H. J. Skelton SIVAD Investors, L.L.C. H. J. Skelton, President Page 17 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ ================================================================================ 1 NAME OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) DAVFAM, Ltd. - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) (a) [X] (b) [_] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Texas - United States - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES 22,132,800 ---------------------------------------------------- BENEFICIALLY 6 SHARED VOTING POWER OWNED BY -0- ---------------------------------------------------- EACH 7 SOLE DISPOSITIVE POWER REPORTING 22,132,800 ---------------------------------------------------- PERSON 8 SHARED DISPOSITIVE POWER WITH -0- - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 22,132,800 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) [_] None Excluded - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 15.9% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) PN ================================================================================ Page 18 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ Item 1(a). Name of Issuer: --------- -------------- Winn-Dixie Stores, Inc. Item 1(b). Address of Issuer's Principal Executive Offices: ---------- ------------------------------------------------ 5050 Edgewood Ct., Jacksonville, FL 32254-3699 Item 2(a). Name of Person Filing: --------- --------------------- DAVFAM, Ltd. Item 2(b). Address of Principal Business Office or, if none, ---------- ------------------------------------------------ Residence: --------- 910 Louisiana, suite 3431, Houston, TX 77002 Item 2(c). Citizenship: --------- ----------- Texas - United States Item 2(d). Title of Class of Securities: --------- ---------------------------- Common Stock Item 2(e). CUSIP Number: --------- ------------ 974280 10 9 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: ------------------ N/A Item 4. Ownership ------ --------- The following ownership information is provided as of December 31, 2000. The reporting person does not have any current right to acquire additional shares as such right is defined in Rule 13d-3. (a) Amount Beneficially Owned: 22,132,800 (b) Percent of Class: 15.9% Page 19 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote: 22,132,800 (ii) shared power to vote or to direct the vote: -0- (iii) sole power to dispose or to direct the disposition of: 22,132,800 (iv) shared power to dispose or to direct the disposition of: -0- 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 Acquiredthe Security Being Reported on By the --------------------------------------------------- Parent Holding Company. ------------------------ N/A Item 8. Identification and Classification of Members of ------ ----------------------------------------------- the Group. --------- See Exhibit I for the identity of the group members filing this schedule. Item 9. Notice of Dissolution of Group. ------ ------------------------------ N/A Item 10. Certification. ------- ------------- N/A Page 20 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 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 14, 2001 By: /s/ H. J. Skelton DAVFAM, Ltd. By: SIVAD Investors, L.L.C. General Partner H. J. Skelton, President Page 21 of 52 Pages 004.248262.1 Page 25 of 1 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ ================================================================================ 1 NAME OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) SIVAD Investors II, L.L.C. - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) (a) [X] (b) [_] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Texas - United States - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES 21,257,959 ---------------------------------------------------- BENEFICIALLY 6 SHARED VOTING POWER OWNED BY -0- ---------------------------------------------------- EACH 7 SOLE DISPOSITIVE POWER REPORTING 21,257,959 ---------------------------------------------------- PERSON 8 SHARED DISPOSITIVE POWER WITH -0- - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 21,257,959 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) [_] None Excluded - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 15.2% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) OO ================================================================================ Page 22 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ Item 1(a). Name of Issuer: --------- -------------- Winn-Dixie Stores, Inc. Item 1(b). Address of Issuer's Principal Executive Offices: ---------- ------------------------------------------------ 5050 Edgewood Ct., Jacksonville, FL 32254-3699 Item 2(a). Name of Person Filing: --------- --------------------- SIVAD Investors II, L.L.C. Item 2(b). Address of Principal Business Office or, if none, ---------- ------------------------------------------------- Residence: --------- 910 Louisiana, suite 3431, Houston, TX 77002 Item 2(c). Citizenship: --------- ----------- Texas - United States Item 2(d). Title of Class of Securities: --------- ---------------------------- Common Stock Item 2(e). CUSIP Number: --------- ------------ 974280 10 9 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: ------------------ N/A Item 4. Ownership ------ --------- The following ownership information is provided as of December 31, 2000. The reporting person does not have any current right to acquire additional shares as such right is defined in Rule 13d-3. (a) Amount Beneficially Owned: 21,257,959 (b) Percent of Class: 15.2% Page 23 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote: 21,257,959 (ii) shared power to vote or to direct the vote: -0- (iii) sole power to dispose or to direct the disposition of: 21,257,959 (iv) shared power to dispose or to direct the disposition of: -0- 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 Acquiredthe Security Being Reported on By the --------------------------------------------------- Parent Holding Company. ------------------------ N/A Item 8. Identification and Classification of Members of ------ ----------------------------------------------- the Group. --------- See Exhibit I for the identity of the group members filing this schedule. Item 9. Notice of Dissolution of Group. ------ ------------------------------ N/A Item 10. Certification. ------- ------------- N/A Page 24 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 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 14, 2001 By: /s/ H. J. Skelton SIVAD Investors II, L.L.C. H. J. Skelton, President Page 25 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ ================================================================================ 1 NAME OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) DAVFAM II, Ltd. - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) (a) [X] (b) [_] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Texas - United States - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES 21,257,959 ---------------------------------------------------- BENEFICIALLY 6 SHARED VOTING POWER OWNED BY -0- ---------------------------------------------------- EACH 7 SOLE DISPOSITIVE POWER REPORTING 21,257,959 ---------------------------------------------------- PERSON 8 SHARED DISPOSITIVE POWER WITH -0- - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 21,257,959 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) [_] None Excluded - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 15.2% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) PN ================================================================================ Page 26 of 52 - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ Item 1(a). Name of Issuer: --------- -------------- Winn-Dixie Stores, Inc. Item 1(b). Address of Issuer's Principal Executive Offices: ---------- ------------------------------------------------ 5050 Edgewood Ct., Jacksonville, FL 32254-3699 Item 2(a). Name of Person Filing: --------- --------------------- DAVFAM II, Ltd. Item 2(b). Address of Principal Business Office or, if none, ---------- ------------------------------------------------ Residence: --------- 910 Louisiana, suite 3431, Houston, TX 77002 Item 2(c). Citizenship: --------- ----------- Texas - United States Item 2(d). Title of Class of Securities: --------- ---------------------------- Common Stock Item 2(e). CUSIP Number: --------- ------------ 974280 10 9 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: ------------------ N/A Item 4. Ownership ------ --------- The following ownership information is provided as of December 31, 2000. The reporting person does not have any current right to acquire additional shares as such right is defined in Rule 13d-3. (a) Amount Beneficially Owned: 21,257,959 (b) Percent of Class: 15.2% Page 27 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote: 21,257,959 (ii) shared power to vote or to direct the vote: -0- (iii) sole power to dispose or to direct the disposition of: 21,257,959 (iv) shared power to dispose or to direct the disposition of: -0- 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 Acquiredthe Security Being Reported on By the --------------------------------------------------- Parent Holding Company. ------------------------ N/A Item 8. Identification and Classification of Members of ------ ----------------------------------------------- the Group. --------- See Exhibit I for the identity of the group members filing this schedule. Item 9. Notice of Dissolution of Group. ------ ------------------------------ N/A Item 10. Certification. ------- ------------- N/A Page 28 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 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 14, 2001 By: /s/ H. J. Skelton DAVFAM II, Ltd. By: SIVAD Investors II, L.L.C. General Partner H. J. Skelton, President Page 29 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ ================================================================================ 1 NAME OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) T. Wayne Davis - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) (a) [X] (b) [_] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Florida - United States - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES 701,924 ---------------------------------------------------- BENEFICIALLY 6 SHARED VOTING POWER OWNED BY 50,357,936 ---------------------------------------------------- EACH 7 SOLE DISPOSITIVE POWER REPORTING 701,924 ---------------------------------------------------- PERSON 8 SHARED DISPOSITIVE POWER WITH 50,357,936 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 51,059,860 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) [_] None Excluded - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 36.6% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) IN ================================================================================ Page 30 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ Item 1(a). Name of Issuer: --------- -------------- Winn-Dixie Stores, Inc. Item 1(b). Address of Issuer's Principal Executive Offices: ---------- ------------------------------------------------ 5050 Edgewood Ct., Jacksonville, FL 32254-3699 Item 2(a). Name of Person Filing: --------- --------------------- T. Wayne Davis Item 2(b). Address of Principal Business Office or, if none, ---------- ------------------------------------------------- Residence: --------- 1910 San Marco Blvd., Jacksonville, FL 32207 Item 2(c). Citizenship: --------- ----------- Florida - United States Item 2(d). Title of Class of Securities: --------- ---------------------------- Common Stock Item 2(e). CUSIP Number: --------- ------------ 974280 10 9 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: ------------------ N/A Item 4. Ownership ------ --------- The following ownership information is provided as of December 31, 2000. The reporting person has the right to acquire additional shares as such right is defined in Rule 13d-3. Such shares are included in this Item 4 and are disclosed in Note (A) to Exhibit I hereto. (a) Amount Beneficially Owned: 51,059,860 (b) Percent of Class: 36.6% Page 31 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote: 701,924 (ii) shared power to vote or to direct the vote: 50,357,936 (iii) sole power to dispose or to direct the disposition of: 701,924 (iv) shared power to dispose or to direct the disposition of: 50,357,936 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 Acquiredthe Security Being Reported on By the --------------------------------------------------- Parent Holding Company. ------------------------ N/A Item 8. Identification and Classification of Members of ------ ----------------------------------------------- the Group. --------- See Exhibit I for the identity of the group members filing this schedule. Item 9. Notice of Dissolution of Group. ------ ------------------------------ N/A Item 10. Certification. ------- ------------- N/A Page 32 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ 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 14, 2001 By: /s/ H. J. Skelton T. Wayne Davis, Director By: H. J. Skelton, Attorney-in-Fact Page 33 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ ================================================================================ 1 NAME OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) A. Dano Davis - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) (a) [X] (b) - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Florida - United States - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES 1,047,226 ---------------------------------------------------- BENEFICIALLY 6 SHARED VOTING POWER OWNED BY 50,575,943 ---------------------------------------------------- EACH 7 SOLE DISPOSITIVE POWER REPORTING 1,047,226 ---------------------------------------------------- PERSON 8 SHARED DISPOSITIVE POWER WITH 50,575,943 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 51,623,169 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) [_] None Excluded - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 37.0% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) IN ================================================================================ Page 34 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ Item 1(a). Name of Issuer: --------- -------------- Winn-Dixie Stores, Inc. Item 1(b). Address of Issuer's Principal Executive Offices: ---------- ------------------------------------------------ 5050 Edgewood Ct., Jacksonville, FL 32254-3699 Item 2(a). Name of Person Filing: --------- --------------------- A. Dano Davis Item 2(b). Address of Principal Business Office or, if none, ---------- ------------------------------------------------- Residence: --------- 5050 Edgewood Ct., Jacksonville, FL 32254-3699 Item 2(c). Citizenship: --------- ----------- Florida - United States Item 2(d). Title of Class of Securities: --------- ---------------------------- Common Stock Item 2(e). CUSIP Number: --------- ------------ 974280 10 9 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: ------------------ N/A Item 4. Ownership ------ --------- The following ownership information is provided as of December 31, 2000. The reporting person has the right to acquire additional shares as such right is defined in Rule 13d-3. Such shares are included in this Item 4 and are disclosed in Note (A) to Exhibit I hereto. (a) Amount Beneficially Owned: 51,623,169 (b) Percent of Class: 37.0% Page 35 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote: 1,047,226 (ii) shared power to vote or to direct the vote: 50,575,943 (iii) sole power to dispose or to direct the disposition of: 1,047,226 (iv) shared power to dispose or to direct the disposition of: 50,575,943 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 Acquiredthe Security Being Reported on By the --------------------------------------------------- Parent Holding Company. ------------------------ N/A Item 8. Identification and Classification of Members of ------ ----------------------------------------------- the Group. --------- See Exhibit I for the identity of the group members filing this schedule. Item 9. Notice of Dissolution of Group. ------ ------------------------------ N/A Item 10. Certification. ------- ------------- N/A Page 36 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 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 14, 2001 By: /s/ H. J. Skelton A. Dano Davis, Director By: H. J. Skelton, Attorney-in-Fact Page 37 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ ================================================================================ 1 NAME OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Robert D. Davis - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) (a) [X] (b) [_] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Florida - United States - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES 287,493 ---------------------------------------------------- BENEFICIALLY 6 SHARED VOTING POWER OWNED BY 49,422,628 ---------------------------------------------------- EACH 7 SOLE DISPOSITIVE POWER REPORTING 287,493 ---------------------------------------------------- PERSON 8 SHARED DISPOSITIVE POWER WITH 49,422,628 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 49,710,121 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) [_] None Excluded - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 35.6% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) IN ================================================================================ Page 38 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ Item 1(a). Name of Issuer: --------- -------------- Winn-Dixie Stores, Inc. Item 1(b). Address of Issuer's Principal Executive Offices: ---------- ------------------------------------------------ 5050 Edgewood Ct., Jacksonville, FL 32254-3699 Item 2(a). Name of Person Filing: --------- --------------------- Robert D. Davis Item 2(b). Address of Principal Business Office or, if none, ---------- ------------------------------------------------ Residence: --------- 4310 Pablo Oaks Court, Jacksonville, FL 32224 Item 2(c). Citizenship: --------- ----------- Florida - United States Item 2(d). Title of Class of Securities: --------- ---------------------------- Common Stock Item 2(e). CUSIP Number: --------- ------------ 974280 10 9 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: ------------------ N/A Item 4. Ownership ------ --------- The following ownership information is provided as of December 31, 2000. The reporting person has the right to acquire additional shares as such right is defined in Rule 13d-3. Such shares are included in this Item 4 and are disclosed in Note (A) to Exhibit I hereto. (a) Amount Beneficially Owned: 49,710,121 (b) Percent of Class: 35.6% Page 39 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote: 287,493 (ii) shared power to vote or to direct the vote: 49,422,628 (iii) sole power to dispose or to direct the disposition of: 287,493 (iv) shared power to dispose or to direct the disposition of: 49,422,628 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 Acquiredthe Security Being Reported on By the --------------------------------------------------- Parent Holding Company. ------------------------ N/A Item 8. Identification and Classification of Members of ------ ----------------------------------------------- the Group. --------- See Exhibit I for the identity of the group members filing this schedule. Item 9. Notice of Dissolution of Group. ------ ------------------------------ N/A Item 10. Certification. ------- ------------- N/A Page 40 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 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 14, 2001 By: /s/ H. J. Skelton Robert D. Davis By: H. J. Skelton, Attorney-in-Fact Page 41 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ ================================================================================ 1 NAME OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Charles P. Stephens - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) (a) [X] (b) [_] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Georgia - United States - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES 211,517 BENEFICIALLY 6 SHARED VOTING POWER OWNED BY 49,720,333 EACH 7 SOLE DISPOSITIVE POWER REPORTING 211,517 PERSON 8 SHARED DISPOSITIVE POWER WITH 49,720,333 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 49,931,850 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) [_] None Excluded - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 35.8% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) IN ================================================================================ Page 42 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ Item 1(a). Name of Issuer: --------- -------------- Winn-Dixie Stores, Inc. Item 1(b). Address of Issuer's Principal Executive Offices: ---------- ------------------------------------------------ 5050 Edgewood Ct., Jacksonville, FL 32254-3699 Item 2(a). Name of Person Filing: --------- --------------------- Charles P. Stephens Item 2(b). Address of Principal Business Office or, if none, ---------- ------------------------------------------------- Residence: --------- P O Box 2100, Peachtree City, GA 30269 Item 2(c). Citizenship: --------- ----------- Georgia - United States Item 2(d). Title of Class of Securities: --------- ---------------------------- Common Stock Item 2(e). CUSIP Number: --------- ------------ 974280 10 9 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: ------------------ N/A Item 4. Ownership ------ --------- The following ownership information is provided as of December 31, 2000. The reporting person has the right to acquire additional shares as such right is defined in Rule 13d-3. Such shares are included in this Item 4 and are disclosed in Note (A) to Exhibit I hereto. (a) Amount Beneficially Owned: 49,931,850 (b) Percent of Class: 35.8% Page 43 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote: 211,517 (ii) shared power to vote or to direct the vote: 49,720,333 (iii) sole power to dispose or to direct the disposition of: 211,517 (iv) shared power to dispose or to direct the disposition of: 49,720,333 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 Acquiredthe Security Being Reported on By the --------------------------------------------------- Parent Holding Company. ------------------------ N/A Item 8. Identification and Classification of Members of ------ ----------------------------------------------- the Group. --------- See Exhibit I for the identity of the group members filing this schedule. Item 9. Notice of Dissolution of Group. ------ ------------------------------ N/A Item 10. Certification. ------- ------------- N/A Page 44 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 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 14, 2001 By: /s/ H. J. Skelton Charles P. Stephens, Director By: H. J. Skelton, Attorney-in-Fact Page 45 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ ================================================================================ 1 NAME OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) H. J. Skelton - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) (a) [X] (b) [_] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Florida - United States - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES 211,821 ---------------------------------------------------- BENEFICIALLY 6 SHARED VOTING POWER OWNED BY 50,764,896 ---------------------------------------------------- EACH 7 SOLE DISPOSITIVE POWER REPORTING 211,821 ---------------------------------------------------- PERSON 8 SHARED DISPOSITIVE POWER WITH 50,764,896 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 50,976,717 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) [_] None Excluded - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 36.5% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) IN ================================================================================ Page 46 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ Item 1(a). Name of Issuer: --------- -------------- Winn-Dixie Stores, Inc. Item 1(b). Address of Issuer's Principal Executive Offices: ---------- ------------------------------------------------ 5050 Edgewood Ct., Jacksonville, FL 32254-3699 Item 2(a). Name of Person Filing: --------- --------------------- H. J. Skelton Item 2(b). Address of Principal Business Office or, if none, ---------- ------------------------------------------------ Residence: --------- 4310 Pablo Oaks Court, Jacksonville, FL 32224 Item 2(c). Citizenship: --------- ----------- Florida - United States Item 2(d). Title of Class of Securities: --------- ---------------------------- Common Stock Item 2(e). CUSIP Number: --------- ------------ 974280 10 9 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: ------------------ N/A Item 4. Ownership ------ --------- The following ownership information is provided as of December 31, 2000. The reporting person has the right to acquire additional shares as such right is defined in Rule 13d-3. Such shares are included in this Item 4 and are disclosed in Note (A) to Exhibit I hereto. (a) Amount Beneficially Owned: 50,976,717 (b) Percent of Class: 36.5% Page 47 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 9 - ------------------------------------------------------ (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote: 211,821 (ii) shared power to vote or to direct the vote: 50,764,896 (iii) sole power to dispose or to direct the disposition of: 211,821 (iv) shared power to dispose or to direct the disposition of: 50,764,896 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 Acquiredthe Security Being Reported on By the --------------------------------------------------- Parent Holding Company. ------------------------ N/A Item 8. Identification and Classification of Members of ------ ----------------------------------------------- the Group. --------- See Exhibit I for the identity of the group members filing this schedule. Item 9. Notice of Dissolution of Group. ------ ------------------------------ N/A Item 10. Certification. ------- ------------- N/A Page 48 of 52 Pages - ------------------------------------------------------ CUSIP No. 974280 10 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 14, 2001 /s/ H. J. Skelton H. J. Skelton Page 49 of 52 Pages OWNERS OF 5% OR MORE OF OUTSTANDING SHARES Exhibit I DECEMBER 31, 2000
SOLE VOTING AND DISPOSITIVE POWER Total T. WAYNE A. DANO ROBERT CHARLES H. J No. of DAVIS DAVIS D. DAVIS P. STEPHENS SKELTON OWNER (**) Shares ("TWD") ("DANO") ("RDD") ("CPS") ("HJS") - ----------- ------ -------- -------- -------- ----------- ------- DFS TRUST 2001 10,770,191 (A) - - - - - DAVFAM, LTD. 22,132,800 (B) - - - - - DAVFAM II, LTD. 21,257,959 (C) - - - - - FND, LTD. 484,374 (D) - - - - - ADFAM PARTNERS, LTD. 7,846 (E) - - - - - VD - WD CHARITIES, INC. 1,056,340 (F) - - - - - FLODOT, L.L.C. 30,000 (G) - - - - - JED - WD CHARITIES, INC. 12,572 (H) - - - - - JED FAMILY TRUSTS 396,299 (I) - 3,000 - - - DANO FAMILY AND TRUST 193,070 (J) - 59,886 - - 17,204 ADFAM CHARITIES, INC. 600 (K) - - - - - ADD FAMILY 86,008 - - - - - RDD FAMILY AND TRUSTS 110,789 (L) - - 6,000 - 104,789 MAD FAMILY TRUSTS 12,368 (M) - - - - - CPS FAMILY 1,039,017 (N) - - - 211,517 - TWD - WD CHARITIES, INC. 24,000 (O) - - - - - TWD - RETIREMENT PLANS 1,400 1,400 - - - - OTHER FAM AND TRS OF TWD 1,208,125 (P) - - - - 5,508 TWD FAMILY 309,633 (Q) 233,758 - - - - HJS 17,600 - - - - 17,600 59,150,991 235,158 62,886 6,000 211,517 145,101 ========== ======= ====== ===== ======= ======= Percent of Class 42.4% 0.2% 0.0% 0.0% 0.2% 0.1%
SHARED VOTING AND DDI, DFS TRUST 2001 Other Family DISPOSITIVE POWER INC. (*) SAO (***) Members Owning Other Than ("DDI") ("DFS") (A) Less than 5% DAVFAM DAVFAM (*) -------- -------------- -------------- ----------- ---------- DFS TRUST 2001 - 10,770,191 - - - DAVFAM, LTD. 22,132,800 22,132,800 - - 22,132,800 DAVFAM II, LTD. 21,257,959 21,257,959 - - 21,257,959 FND, LTD. - - - 484,374 - ADFAM PARTNERS, LTD. - - - 7,846 - VD - WD CHARITIES, INC. - - - 1,056,340 - FLODOT, L.L.C. - - - 30,000 - JED - WD CHARITIES, INC. - - - 12,572 - JED FAMILY TRUSTS - - 233,850 159,449 - DANO FAMILY AND TRUST - - 500 115,480 - ADFAM CHARITIES, INC. - - - 600 - ADD FAMILY - - 86,008 - - RDD FAMILY AND TRUSTS - - - - - MAD FAMILY TRUSTS - - - 12,368 - CPS FAMILY - - 36,975 790,525 - TWD - WD CHARITIES, INC. - - - 24,000 - TWD - RETIREMENT PLANS - - - - - OTHER FAM AND TRS OF TWD - - 1,509 1,201,108 - TWD FAMILY - - 28,184 47,691 - HJS - - - 43,390,759 54,160,950 387,026 3,942,353 43,390,759 ========== ========== ======= ========= ========== Percent of Class 31.1% 38.8% 0.3% 2.8% 31.1%
(*) Not included in totals. (**) References to ADD and JED pertain to A. Darius Davis and James E. Davis, respectively. ADD, JED, Tine W. Davis ("Tine") and M. Austin Davis ("MAD"), all of which were brothers and the founders of the issuer, are deceased. RDD, DANO, TWD and CPS are the son of ADD, son of JED, son of Tine, and son-in-law of MAD, respectively. (***) References to SAO pertain to Scott A. Oko, trustee of DFS Trust 2001. Page 50 of 52 (A) A trust, formed on December 19, 2000, to which certain shareholders of the issuer, DDI, Inc. and Estuary Corporation ("Estuary") and the sole shareholder of ADSONS, Inc. ("ADSONS") (collectively, the "Grantors") contributed their shares of such corporations' stock in exchange for separate shares of beneficial interest in the trust. As a result of such contributions of securities by the Grantors, the trust has beneficial interest in 38.8% of the issuer's common stock. Such shares of beneficial interest in the trust were held directly or by affiliated limited partnerships and corporations on December 31, 2000. On January 2, 2001, the trust was terminated and the following shares of the issuer's common stock, which were held directly by the trust, were distributed to Grantors for which the following reporting persons have sole or shared voting and dispositive powers. Voting and Dispositive Powers -------------------------------------- Reporting Person Sole Shared ------------ -------------------------------------- TWD 466,766 155,329 DANO 984,340 874,260 RDD 281,493 CPS HJS 66,720 1,201,848 DDI 4,482,709 (*) --------- --------- 6,282,028 2,231,437 (*) Also shared by TWD, DANO, RDD, CPS and HJS. (B) Limited partnership of which SIVAD Investors, LLC, a Limited Liability Corporation owned 99% by DDI and 1% by Estuary, is a 1.59% general partner and DDI, Estuary, ADSONS and FND, Ltd. are 84.37%, 4.50%, 4.52% and 5.02% limited partners, respectively. (C) Limited partnership of which SIVAD Investors II, LLC, a Limited Liability Corporation owned 99% by DDI and 1% by Estuary, is a .44% general partner and DDI, Estuary and ADSONS are 80.87%, 13.79%, and 4.90% limited partners, respectively. (D) Limited partnership of which trusts FBO DANO and his sister and DANO is sole or co-trustee of are 97.72% limited partners and a corporation of which DANO controls the ownership of 93.05% is the 1.04% general partner. RDD, DANO and HJS are directors of the general partner. (E) Limited partnership of which RODA Trust, a revocable trust of which RDD is sole trustee and beneficiary, is a 5.04% limited partner, two irrevocable trusts FBO RDD and his brother and HJS is trustee are 57.77% and 19.26% limited partners, respectively, and a corporation of which RODA Trust is a 50% shareholder is a 2.32% general partner. HJS is also sole trustee of 15 trusts FBO other family members of RDD which cumulatively are 5.0% limited partners. (F) Private charitable foundation of which TWD, DANO, RDD, CPS and HJS are directors and RDD and HJS are officers. (G) Limited Liability Corporation controlled by DANO's sister and her five children. (H) Private charitable foundation of which DANO, his sister, his mother and HJS are directors and DANO and HJS are officers. (I) Trusts of which DANO and/or his sister are co-trustees or sole trustee, and his mother, sister and his sister's children are the beneficiaries. Page 51 of 52 (J) DANO's son, individually, and trusts FBO DANO's sons of which DANO is sole trustee or co-trustee with HJS or HJS is sole trustee. (K) Private charitable foundation of which RDD and HJS are both directors and officers. (L) RDD's wife, individually, and trusts FBO children and grandchildren of RDD of which HJS is sole trustee. (M) Irrevocable trusts of which HJS is co-trustee and MAD family members are the beneficiaries. (N) CPS, his wife, and his son, each individually, CPS' wife as custodian for CPS' son and irrevocable trusts of which CPS is co-trustee with his wife and his wife and children are beneficiaries. (O) Private charitable foundation of which TWD is a director. (P) TWD's sister's spouse, individually, trusts FBO TWD's mother and nephew of which TWD is co-trustee and trusts FBO TWD's sister's grandchildren of which HJS is sole trustee. (Q) TWD, individually and as custodian for his grandchildren, a revocable trust of which TWD is sole trustee and beneficiary and irrevocable trusts FBO TWD and his daughter of which TWD is co-trustee. Page 52 of 52 -----END PRIVACY-ENHANCED MESSAGE-----