13F-HR 1 fourthquarter.txt 13F-HR 12/31/2001 0001162170 qsu9dz*g 13F-HR FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2001 Check here if Amendment [ ]; Amendment Number:13F-HR This Amendment (Check only one.):[ ] is a restatement. [x] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Greenleaf Trust Address: 490 W. South Street Kalamazoo, MI 49007 Form 13F File Number: 28- The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables are considered integral parts of this form. Person Signing this report on Behalf of Reporting Manager: Name: William D. Johnston Title: President Phone: 616-353-8484 Signature, Place, and Date of Signing: William D. Johnston Kalamazoo, Michigan February 18, 2002 Report Type (Check only one): [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 51,584,214 Form 13F Information Table Value Total: $3,147,442,868.00 List of Other Included Managers: NONE FORM 13F INFORMATION TABLE Value Shares/ sh/ put/ Invstmt Other Voting Authority Name of Issuer Class Cusip (x$1000) prnamt prn call Dscretn Manager Sole Shared None Abbott Labs com 002824100 3344 59988 sh other 00 22218 0 3770 ADC Telecom com 000886101 491 106800 sh none 00 103300 0 3500 Alcoa Inc com 013817101 1490 41925 sh other 00 26400 0 15525 Alltel Corp com 020039103 1631 26415 sh other 00 26415 0 0 Alterra Healthcare com 02146C104 3 26200 sh none 00 26200 0 0 American Express Co com 25816109 4042 113250 sh other 00 107670 0 5580 American Home Prod com 026609107 1085 17675 sh other 00 10075 0 7600 American Intl Group com 026874107 2333 29386 sh other 00 27340 0 2046 America Online Inc com 02364J104 650 20260 sh other 00 19360 0 900 Amgen Inc com 031162100 421 7466 sh other 00 6398 0 1068 Anchor Gaming com 033037102 408 5800 sh none 00 5800 0 0 Anheuser Busch Cos com 035229103 2642 58445 sh other 00 58445 0 0 Apache Corp com 037411105 928 18600 sh none 00 18000 0 600 Apple Computer Inc com 037833100 466 21300 sh none 00 21300 0 0 Applied Matls Inc com 038222105 2657 66260 sh other 00 32075 0 34185 Automatic Data Proc com 053015103 1979 33600 sh other 00 30100 0 3500 Autozone Inc com 053332102 574 8000 sh none 00 4800 0 3200 Bank of America Cor com 060505104 745 11835 sh other 00 7323 0 4512 Bank One Corp com 06423A103 1683 43090 sh other 00 40584 0 2506 Baxter Intl Inc com 071813109 361 6738 sh other 00 5738 0 1000 Bear Stearns Cos com 073902108 481 8200 sh none 00 8200 0 8200 Bed Bath & Beyond com 075896100 3531 104150 sh other 00 46910 0 57240 Bellsouth Corp com 079860102 569 14910 sh other 00 2838 0 12072 Belo AH Corp com ser A 080555105 240 12800 sh none 00 12800 0 0 Bio Rad Labs Inc cl A 090572207 544 8600 sh none 00 8600 0 0 Biomet Inc com 090613100 1107 35812 sh other 00 35475 0 337 Boeing Co com 097023105 892 22990 sh other 00 14405 0 8585 BP Amoco PLC adr 055622104 2559 55022 sh other 00 48526 0 6496 Boston Scientific com 101137107 868 35982 sh none 00 35982 0 0 Bristol Myers Squibbcom 110122108 3598 70551 sh other 00 56551 0 1400 Brocade Communicati com 111621108 232 7000 sh none 00 7000 0 0 Burlington Res Inc com 122014103 312 8300 sh none 00 8300 0 0 CVS Corp com 126650100 237 8000 sh none 00 8000 0 0 Callaway Golf Co com 131193104 383 20000 sh none 00 20000 0 0 Calpine Corp com 131347106 1683 100245 sh other 00 33345 0 66900 Capital One Finl com 14040H105 251 4660 sh other 00 0 0 4660 Cardinal Health Inc com 14149Y108 1454 22480 sh other 00 14663 0 7817 Carnival Corp com 143658102 1407 50105 sh none 00 48405 0 1700 Catalina Marketing com 148867104 525 15125 sh other 00 3000 0 12125 Caterpillar Inc com 149123101 394 7550 sh none 00 7000 0 550 Charter One Finl com 160903100 583 21460 sh other 00 18963 0 2497 Chemfirst Inc com 16361A106 252 10500 sh none 00 10500 0 0 Chemical Finl Corp com 163731102 560 18554 sh other 00 17428 0 1126 Cisco Sys Inc com 17275R102 1926 106370 sh other 00 82670 0 23700 Cintas Corp com 172908105 1118 23300 sh other 00 17150 0 6150 Citigroup com 172967101 5389 106754 sh other 00 66510 0 40244 Comcast Corp cl A spl 200300200 293 8150 sh other 00 0 0 8150 Commercial Fed Corp com 201647104 259 11000 sh none 00 11000 0 0 Computer Assoc Intl com 204912109 1455 42200 sh none 00 42200 0 0 Concord EFS Inc com 206197105 5964 181943 sh other 00 68470 0 113473 Connecticut Bancsha com 207540105 388 15000 sh none 00 15000 0 0 Convergys Corp com 212485106 442 11800 sh other 00 0 0 11800 Corning Inc com 219350105 225 25200 sh other 00 25200 0 0 Cox Communications cl A 224044107 335 8000 sh none 00 8000 0 0 Credence Sys Corp com 225302108 353 19000 sh none 00 19000 0 0 Dentsply Intl Inc com 249030107 703 14000 sh none 00 14000 0 0 Disney Walt Co com 254687106 411 19850 sh other 00 19000 0 850 Donnelley RR & Sons com 257867101 713 24000 sh none 00 24000 0 0 Dow Chem Co com 260543103 665 19695 sh none 00 19695 0 0 Duke Energy Corp com 264399106 305 7756 sh other 00 5408 0 2348 Duke Realty Invt com 264411505 35 1450 sh other 00 0 0 1450 Elan PLC adr 284131208 490 10880 sh other 00 2200 0 8680 Electro Rent Corp com 285218103 184 14300 sh none 00 14300 0 0 Electronic Data Sys com 285661104 459 6703 sh none 00 6703 0 0 EMC Corp Mass com 268648102 179 13300 sh other 00 11300 0 2000 Emerson Elec Co com 291011104 87 1520 sh other 00 0 0 1520 Enron Corp com 293561106 7 11770 sh other 00 11770 0 0 Ericsson LM Tel Co com 294821400 209 40000 sh none 00 40000 0 0 ExxonMobil Corp com 30231G102 5604 142587 sh other 00 109853 0 32734 Fahnestock Viner cl A 302921101 456 16100 sh none 00 16100 0 0 Federal Natl Mtg com 313586109 675 8486 sh other 00 7886 0 600 Fifth Third Bancorp com 316773100 8547 139367 sh other 00 126442 0 12925 First Amern Corp Calcom 318522307 281 15000 sh none 00 15000 0 0 First Data Corp com 319963104 201 2568 sh other 00 2568 0 0 First Industrial com 32054K103 2678 86095 sh other 00 41420 0 44675 First VA Banks Inc com 337477103 203 4000 sh other 00 4000 0 0 Fiserv Inc com 337738108 584 13792 sh other 00 13792 0 0 Flowserve Corp com 34354P105 1522 57180 sh none 00 57180 0 0 Forest City Enterpricom 345550305 440 11250 sh none 00 11250 0 0 Fortune Brands com 349631101 435 11000 sh none 00 11000 0 0 Furniture Brands Intcom 360921100 474 14800 sh other 00 14800 0 0 Gannett Inc com 364730101 1149 17096 sh none 00 5400 0 11696 Garan Inc com 364802108 340 8000 sh none 00 8000 0 0 General Dynamics com 369550108 557 7000 sh none 00 7000 0 0 General Elec Co com 369604103 2232 74907 sh other 00 57180 0 17727 General Mls Inc com 370334104 494 9500 sh none 00 9500 0 0 General Mtrs Corp com 370442105 746 14985 sh other 00 13973 0 1012 General Mtrs Corp cl H 370442832 368 23800 sh none 00 22000 0 1800 Gentex Corp com 371901109 611 22850 sh other 00 14750 0 8100 Gillette Co com 375766102 3403 101888 sh other 00 101888 0 0 Glaxo Wellcome Plc adr 37733W105 331403 6652 sh other 00 1300 0 5352 Graco Inc com 384109104 1201 30750 sh none 00 30750 0 0 Guidant Copr com 401698101 329 6600 sh other 00 6000 0 600 Harley Davidson Inc com 412822108 822 15139 sh other 00 14999 0 140 Harrahs Entmt Inc com 413619107 400 10800 sh none 00 10800 0 0 Harris Corp Del com 413875105 830 27200 sh none 00 26000 0 1200 Hartford Finl Svcs com 416515104 670 10660 sh other 00 10660 0 0 Health Mgmt Assoc cl A 421933102 983 53400 sh other 00 32650 0 20750 Heinz HJ Co com 423074103 519 12633 sh none 00 11133 0 1500 Helmerich & Payne com 423452101 367 11000 sh none 00 11000 0 0 Hewlett Packard Co com 428236103 659 32100 sh none 00 32100 0 0 Hibernia Corp com 428656102 336 18900 sh other 00 18900 0 0 Home Depot Inc com 437076102 1860 36467 sh other 00 27393 0 9074 Hudson Riv Bancorp com 444128102 723 33000 sh none 00 33000 0 0 Huntington Bancshar com 446150104 3622 210694 sh other 00 210694 0 0 IMS Health Inc com 449934108 207 10600 sh other 00 2800 0 7800 ITT Inds Inc Ind com 450911102 231 4580 sh other 00 4580 0 0 Illinois Tooks Wks com 452308109 535 7900 sh other 00 4000 0 3900 Independence Cmnty com 453414104 455 20000 sh none 00 20000 0 0 Intel Corp com 458140100 4418 140491 sh other 00 91600 0 48891 Intl Business Mach com 459200101 5129 42406 sh other 00 37220 0 5186 International Game com 459902102 1106 16200 sh none 00 16200 0 0 Intertape Polymer com 460919103 191 23000 sh none 00 23000 0 0 IShares Tr S&P 500 464287309 699 11781 sh other 00 9100 0 2681 IShares Tr S&P 500 464287408 1383 25014 sh other 00 11933 0 13081 IShares Tr S&P Small 464287804 525 4590 sh other 00 0 0 4590 IShares Tr Rus 464287655 24 250 sh other 00 0 0 250 IShares Tr S&P 464287309 699 11781 sh other 00 9100 0 2681 JDS Uniphase Corp com 46612J101 102 11700 sh none 00 11700 0 0 Jabil Circuit Inc com 466313103 829 36500 sh other 00 35000 0 1500 Jacobs Engr Group com 469814107 1876 28430 sh other 00 12780 0 15650 Johnson & Johnson com 478160104 3198 54112 sh other 00 42470 0 11642 Kellogg Co com 487836108 217 7200 sh other 00 1400 0 5800 Kimberly Clark Corp com 494368103 536 8960 sh other 00 8960 0 0 King Pharmaceutical com 495582108 4680 111079 sh other 00 48389 0 62690 Knight Ridder Inc com 499040103 377 5800 sh none 00 5800 0 0 Lehman Bros Hldgs com 524908100 648 9696 sh none 00 9696 0 0 Libbey Inc com 529898108 264 8100 sh none 00 8100 0 0 Lilly Eli & Co com 532457108 903 11500 sh other 00 9900 0 1600 Linear Technology com 535678106 445 11400 sh other 00 11400 0 0 Littelfuse Inc com 537008104 289 11000 sh none 00 11000 0 0 LSI Logic Corp com 502161102 .868 55 sh other 00 0 0 55 MBIA Inc com 55262C100 528 9850 sh other 00 4650 0 5200 MBNA Corp com 55262L100 1476 41940 sh other 00 20062 0 21878 MGIC Invt Corp Wis com 552848103 364 5900 sh none 00 5500 0 400 Manulife Finl Corp com 56501R106 835 32044 sh none 00 32044 0 0 Marcus Corp com 566330106 303 21400 sh none 00 21400 0 0 Mcclatchy Co com 579489105 447 9500 sh none 00 9500 0 0 McDonalds Corp com 580135101 553 20879 sh other 00 8165 0 12714 Mcleodusa Inc com 582266102 7400 20000 sh none 00 20000 0 0 Medtronic Inc com 585055106 2046 39961 sh other 00 39241 0 720 Mellon Finl Corp com 58551A108 816 21700 sh none 00 21700 0 0 Mentor Graphics Corpcom 587200106 523 22200 sh none 00 22200 0 0 Mercantile Banksharecom 587405101 323 7500 sh none 00 7000 0 500 Merck & Co Inc com 589331107 1404 23884 sh other 00 22934 0 950 Meredith Corp com 589433101 428 12000 sh none 00 12000 0 0 Microsoft Corp com 594918104 2289 34549 sh other 00 27906 0 6643 Midcap SPDR TRunit ser1 595635103 6281 67680 sh other 00 38072 0 29608 Miller Herman Inc com 600544100 303 12800 sh none 00 12800 0 0 Mine Safety Applianccom 602720104 277 6900 sh none 00 6900 0 0 Minerals Technologiecom 603158106 229 4900 sh none 00 2800 0 2100 Minnesota Mng & Mfg com 604059105 792 6703 sh other 00 6703 0 0 Molex Inc com 608554101 1449 46822 sh none 00 46822 0 0 Molex Inc cl A 608554200 762 28159 sh other 00 12694 0 15465 Morgan Stan D Wittercom 617446448 660 11800 sh other 00 11100 0 700 Motorola Inc com 620076109 570 37968 sh none 00 37968 0 0 NCR Corp New com 62886E108 254 6900 sh none 00 6900 0 0 Nasdaq 100 Tr unit ser1 631100104 24 605 sh other 00 0 0 605 Nationa City Corp com 635405103 4426 151380 sh other 00 114335 0 37045 New York Times Co com 650111107 342 7900 sh none 00 7900 0 0 Newell Rubbermaid com 651229106 221 8000 sh other 00 4400 0 3600 Northern Tr Corp com 665859104 611 10150 sh none 00 9700 0 450 Office Depot com 676220106 222 12000 sh none 00 12000 0 0 Omnicom Group com 681919106 2139 23945 sh other 00 11855 0 12090 Oracle Corp com 68389X105 2267 164152 sh other 00 143800 0 20352 O Reilly Automotive com 686091109 233 6400 sh none 00 6400 0 0 Orthodontic Ctrs Am com 68750P103 4346 142480 sh other 00 56805 0 85675 PMC-Sierra Inc com 69344F106 204 9600 sh none 00 9600 0 0 Pacific Centy Finl com 694058108 241 9300 sh none 00 9300 0 0 Park Pl Entmt Corp com 700690100 433 47200 sh none 00 47200 0 0 Patterson Dental Co com 703412106 288 7025 sh other 00 400 0 6625 Payless Shoesource com 704379106 387 6884 sh other 00 6884 0 0 Pentair Inc com 709631105 258 7080 sh none 00 7080 0 0 Peoplesoft Inc com 712713106 221 5500 sh none 00 5500 0 0 Pepsico Inc com 713448108 2013 41340 sh other 00 31840 0 9500 Pfizer Inc com 717081103 5400 135506 sh other 00 84106 0 51400 Pharmacia com 71713U102 86849 2036319 sh other 00 1782458 0 253861 Philips Pete Corp com 718507106 603 10000 sh none 00 10000 0 0 Procter & Gamble Co com 742718109 807 10200 sh other 00 9600 0 600 Qualcomm Inc com 747525103 1209 23945 sh other 00 10565 0 13380 Quantum Corp com dssg 747906204 758 77000 sh none 00 77000 0 0 Raymond James Finan com 754730109 433 12200 sh none 00 1200 0 0 Robert Half Intl Inccom 770323103 256 9600 sh other 00 8800 0 800 Russ Berrie & Co com 782233100 645 21500 sh none 00 21500 0 0 Ryans Family Steak com 783519101 619 28600 sh none 00 28600 0 0 Safeway Inc com 786514208 459 11000 sh none 00 11000 0 0 Sara Lee Corp com 803111103 1150 51751 sh other 00 34150 0 17601 SBC Communications com 78387G103 942 24039 sh other 00 17125 0 6914 Schering Plough Corpcom 806605101 778 21725 sh other 00 15325 0 6400 Schwab Charles Corp com 808513105 155 10000 sh none 00 10000 0 0 SEI Investments com 784117103 4002 88725 sh other 00 36815 0 51910 SPDR TR unit ser1 78462F103 11749 102794 sh other 00 38876 0 63918 Scientific Atlanta com 808655104 294 12300 sh none 00 12300 0 0 Skyline Corp com 830830105 210 6500 sh none 00 6400 0 100 Softech Inc com 834021107 15 168098 sh none 00 168098 0 0 Solectron Corp com 834182107 369 32700 sh other 00 25900 0 6800 Sothebys Hldgs Inc com 835898107 238 14300 sh none 00 14300 0 0 Southern Co com 842587107 243 9589 sh other 00 9589 0 0 State Str Corp com 857477103 1249 23900 sh other 00 20600 0 3300 Steelcase Inc com 858155203 521 35422 sh none 00 35422 0 0 Stryker Corp com 863667101 2476753 42431946 sh other 00 40099368 0 2332578 Suffolk Bancorp com 864739107 333 6100 sh none 00 6100 0 0 Sun Life Finl Svs com 866796105 349 18248 sh none 00 18248 0 0 Sun Microsystems Inccom 866810104 708 57570 sh other 00 22600 0 34970 Sunrise Assisted Livcom 86768K106 320 11000 sh none 00 11000 0 0 Symantec Corp com 871503108 590 8900 sh other 00 2150 0 6750 Sysco Corp com 871829107 522 19900 sh other 00 3200 0 16700 Teco Energy com 872375100 550 20950 sh other 00 16350 0 4600 FT Finl Corp com 872391107 211 10000 sh none 00 10000 0 10000 TRW Inc com 872649108 361 9750 sh none 00 9000 0 750 Target Corp com 87612E106 924 22500 sh none 00 22300 0 200 Tektronix Inc com 879131100 289 11200 sh none 00 11200 0 0 Tetra Tech Inc com 88162F105 3197 160560 sh other 00 56896 0 103664 Tower Automotive com 891707101 284 31500 sh none 00 31500 0 0 Triumph Group com 896818101 260 8000 sh none 00 8000 0 0 Tyco Intl Ltd New com 902124106 5859 99478 sh other 00 49538 0 49940 Unisys Corp com 909214108 228 18200 sh other 00 18200 0 0 United Tech Corp com 913017109 1476 22829 sh other 00 18929 0 3900 Universal Fst Prod com 913543104 373 17800 sh none 00 17800 0 0 Unumprovident Corp com 91529Y106 392 14800 sh none 00 14800 0 0 Veritas Software com 923436109 323 7200 sh none 00 7200 0 0 Vishay Intertech com 928298108 495 25400 sh none 00 24000 0 1400 Vitesse Semiconduc com 928497106 131 10500 sh none 00 10500 0 0 Wal Mart Stores Inc com 931142103 1836 31900 sh other 00 22425 0 9475 Walgreen Co com 931422109 1658 49250 sh other 00 30800 0 18450 Washington Mut Inc com 939322103 779 23820 sh none 00 23820 0 0 Washington Post Co cl b 939640108 212 400 sh none 00 400 0 0 Watson Pharma com 942683103 703 22400 sh other 00 18800 0 3600 Webster Finl com 947890109 221 7000 sh none 00 7000 0 0 Wells Fargo & Co com 949746101 1163 26759 sh other 00 26759 0 0 West Pharma com 955306105 266 10000 sh none 00 10000 0 0 Weyerhaeuser com 962166104 649 12000 sh none 00 12000 0 0 Winn Dixie Stores com 974280109 190 13332 sh none 00 13332 0 0 Worldcom Inc com 98157D106 370 26300 sh other 00 26300 0 0 Xilinx Inc com 983919101 512 13100 sh other 00 13100 0 0 Zebra Technologies com 989207105 1234 22230 sh other 00 16530 0 6000 2002 Target Term Tr com 902106103 94 6458 sh other 00 0 0 6458