Schedule 13G Amendment No. 20

 

 

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

 

SCHEDULE 13G

(Rule 13d-102)

Information To Be Included In Statements Filed

Pursuant To § 240.13d-1(b), (c) And (d) And

Amendments Thereto Filed Pursuant To § 240.13d-2

(Amendment No. 20)*

 

 

OLD DOMINION FREIGHT LINE, INC.

(Name of Issuer)

Common Stock (par value $0.10 per share)

(Title of Class of Securities)

679580100

(CUSIP Number)

December 31, 2014

(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 the disclosures provided in a prior cover page.

The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

 

 

 

 

Page 1 of 30 Pages


CUSIP No. 679580100   Page 2 of 30 Pages

 

  1.   

Name of reporting person

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

David S. Congdon

  2.  

Check the appropriate box if a member of a group

(a)  ¨        (b)  x

 

  3.  

SEC use only

 

  4.  

Citizenship or place of organization

 

    USA

Number of

shares

beneficially

owned by

each

reporting

person

with:

   5.    

Sole voting power

 

    2,128,415 (See Item 4)

   6.   

Shared voting power

 

    2,822,464 (See Item 4)

   7.   

Sole dispositive power

 

    2,128,415 (See Item 4)

   8.   

Shared dispositive power

 

    2,822,464 (See Item 4)

  9.  

Aggregate amount beneficially owned by each reporting person

 

    4,950,879

10.  

Check if the aggregate amount in Row (9) excludes certain shares    ¨

 

11.  

Percent of class represented by amount in Row 9

 

    5.8%

12.  

Type of reporting person

 

    IN (See Item 4)


CUSIP No. 679580100   Page 3 of 30 Pages

 

  1.   

Name of reporting person

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

David S. Congdon Revocable Trust, dated December 3, 1991

  2.  

Check the appropriate box if a member of a group

(a)  ¨        (b)  x

 

  3.  

SEC use only

 

  4.  

Citizenship or place of organization

 

    North Carolina

Number of

shares

beneficially

owned by

each

reporting

person

with:

   5.    

Sole voting power

 

    763,408 (See Item 4)

   6.   

Shared voting power

 

    -0- (See Item 4)

   7.   

Sole dispositive power

 

    763,408 (See Item 4)

   8.   

Shared dispositive power

 

    -0- (See Item 4)

  9.  

Aggregate amount beneficially owned by each reporting person

 

    763,408

10.  

Check if the aggregate amount in Row (9) excludes certain shares    ¨

 

11.  

Percent of class represented by amount in Row 9

 

    0.9%

12.  

Type of reporting person

 

    OO (See Item 4)


CUSIP No. 679580100   Page 4 of 30 Pages

 

  1.   

Name of reporting person

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

David S. Congdon Irrevocable Trust #1, dated December 1, 1992

  2.  

Check the appropriate box if a member of a group

(a)  ¨        (b)  x

 

  3.  

SEC use only

 

  4.  

Citizenship or place of organization

 

    North Carolina

Number of

shares

beneficially

owned by

each

reporting

person

with:

   5.    

Sole voting power

 

    -0- (See Item 4)

   6.   

Shared voting power

 

    629,776 (See Item 4)

   7.   

Sole dispositive power

 

    -0- (See Item 4)

   8.   

Shared dispositive power

 

    629,776 (See Item 4)

  9.  

Aggregate amount beneficially owned by each reporting person

 

    629,776

10.  

Check if the aggregate amount in Row (9) excludes certain shares    ¨

 

11.  

Percent of class represented by amount in Row 9

 

    0.7%

12.  

Type of reporting person

 

    OO (See Item 4)


CUSIP No. 679580100   Page 5 of 30 Pages

 

  1.   

Name of reporting person

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Irrevocable Trust, dated December 18, 1998, fbo Marilyn Congdon

  2.  

Check the appropriate box if a member of a group

(a)  ¨        (b)  x

 

  3.  

SEC use only

 

  4.  

Citizenship or place of organization

 

    North Carolina

Number of

shares

beneficially

owned by

each

reporting

person

with:

   5.    

Sole voting power

 

    91,580 (See Item 4)

   6.   

Shared voting power

 

    -0- (See Item 4)

   7.   

Sole dispositive power

 

    91,580 (See Item 4)

   8.   

Shared dispositive power

 

    -0- (See Item 4)

  9.  

Aggregate amount beneficially owned by each reporting person

 

    91,580

10.  

Check if the aggregate amount in Row (9) excludes certain shares    ¨

 

11.  

Percent of class represented by amount in Row 9

 

    0.1%

12.  

Type of reporting person

 

    OO (See Item 4)


CUSIP No. 679580100   Page 6 of 30 Pages

 

  1.   

Name of reporting person

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Irrevocable Trust, dated December 18, 1998, fbo Kathryn Congdon

  2.  

Check the appropriate box if a member of a group

(a)  ¨        (b)  x

 

  3.  

SEC use only

 

  4.  

Citizenship or place of organization

 

    North Carolina

Number of

shares

beneficially

owned by

each

reporting

person

with:

   5.    

Sole voting power

 

    91,581 (See Item 4)

   6.   

Shared voting power

 

    -0- (See Item 4)

   7.   

Sole dispositive power

 

    91,581 (See Item 4)

   8.   

Shared dispositive power

 

    -0- (See Item 4)

  9.  

Aggregate amount beneficially owned by each reporting person

 

    91,581

10.  

Check if the aggregate amount in Row (9) excludes certain shares    ¨

 

11.  

Percent of class represented by amount in Row 9

 

    0.1%

12.  

Type of reporting person

 

    OO (See Item 4)


CUSIP No. 679580100   Page 7 of 30 Pages

 

  1.   

Name of reporting person

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Irrevocable Trust, dated December 18, 1998, fbo Ashlyn Congdon

  2.  

Check the appropriate box if a member of a group

(a)  ¨        (b)  x

 

  3.  

SEC use only

 

  4.  

Citizenship or place of organization

 

    North Carolina

Number of

shares

beneficially

owned by

each

reporting

person

with:

   5.    

Sole voting power

 

    91,581 (See Item 4)

   6.   

Shared voting power

 

    -0- (See Item 4)

   7.   

Sole dispositive power

 

    91,581 (See Item 4)

   8.   

Shared dispositive power

 

    -0- (See Item 4)

  9.  

Aggregate amount beneficially owned by each reporting person

 

    91,581

10.  

Check if the aggregate amount in Row (9) excludes certain shares    ¨

 

11.  

Percent of class represented by amount in Row 9

 

    0.1%

12.  

Type of reporting person

 

    OO (See Item 4)


CUSIP No. 679580100   Page 8 of 30 Pages

 

  1.   

Name of reporting person

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Kathryn Leigh Congdon Revocable Declaration of Trust, dated May 23, 2006

  2.  

Check the appropriate box if a member of a group

(a)  ¨        (b)  x

 

  3.  

SEC use only

 

  4.  

Citizenship or place of organization

 

    North Carolina

Number of

shares

beneficially

owned by

each

reporting

person

with:

   5.    

Sole voting power

 

    -0- (See Item 4)

   6.   

Shared voting power

 

    160,283 (See Item 4)

   7.   

Sole dispositive power

 

    -0- (See Item 4)

   8.   

Shared dispositive power

 

    160,283 (See Item 4)

  9.  

Aggregate amount beneficially owned by each reporting person

 

    160,283

10.  

Check if the aggregate amount in Row (9) excludes certain shares    ¨

 

11.  

Percent of class represented by amount in Row 9

 

    0.2%

12.  

Type of reporting person

 

    OO (See Item 4)


CUSIP No. 679580100   Page 9 of 30 Pages

 

  1.   

Name of reporting person

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Marilyn Marie Congdon Revocable Declaration of Trust, dated May 23, 2006

  2.  

Check the appropriate box if a member of a group

(a)  ¨        (b)  x

 

  3.  

SEC use only

 

  4.  

Citizenship or place of organization

 

    North Carolina

Number of

shares

beneficially

owned by

each

reporting

person

with:

   5.    

Sole voting power

 

    -0- (See Item 4)

   6.   

Shared voting power

 

    160,283 (See Item 4)

   7.   

Sole dispositive power

 

    -0- (See Item 4)

   8.   

Shared dispositive power

 

    160,283 (See Item 4)

  9.  

Aggregate amount beneficially owned by each reporting person

 

    160,283

10.  

Check if the aggregate amount in Row (9) excludes certain shares    ¨

 

11.  

Percent of class represented by amount in Row 9

 

    0.2%

12.  

Type of reporting person

 

    OO (See Item 4)


CUSIP No. 679580100   Page 10 of 30 Pages

 

  1.   

Name of reporting person

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Ashlyn Lane Congdon Revocable Intervivos Trust, dated December 7, 2010

  2.  

Check the appropriate box if a member of a group

(a)  ¨        (b)  x

 

  3.  

SEC use only

 

  4.  

Citizenship or place of organization

 

    North Carolina

Number of

shares

beneficially

owned by

each

reporting

person

with:

   5.    

Sole voting power

 

    -0- (See Item 4)

   6.   

Shared voting power

 

    160,283 (See Item 4)

   7.   

Sole dispositive power

 

    -0- (See Item 4)

   8.   

Shared dispositive power

 

    160,283 (See Item 4)

  9.  

Aggregate amount beneficially owned by each reporting person

 

    160,283

10.  

Check if the aggregate amount in Row (9) excludes certain shares    ¨

 

11.  

Percent of class represented by amount in Row 9

 

    0.2%

12.  

Type of reporting person

 

    OO (See Item 4)


CUSIP No. 679580100   Page 11 of 30 Pages

 

  1.   

Name of reporting person

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

1998 Earl E. Congdon Family Trust

  2.  

Check the appropriate box if a member of a group

(a)  ¨        (b)  x

 

  3.  

SEC use only

 

  4.  

Citizenship or place of organization

 

    Virginia

Number of

shares

beneficially

owned by

each

reporting

person

with:

   5.    

Sole voting power

 

    -0- (See Item 4)

   6.   

Shared voting power

 

    316,405 (See Item 4)

   7.   

Sole dispositive power

 

     -0- (See Item 4)

   8.   

Shared dispositive power

 

    316,405 (See Item 4)

  9.  

Aggregate amount beneficially owned by each reporting person

 

    316,405

10.  

Check if the aggregate amount in Row (9) excludes certain shares    ¨

 

11.  

Percent of class represented by amount in Row 9

 

    0.4%

12.  

Type of reporting person

 

    OO (See Item 4)


CUSIP No. 679580100   Page 12 of 30 Pages

 

  1.   

Name of reporting person

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Earl and Kathryn Congdon Family Irrevocable Trust - 2011

  2.  

Check the appropriate box if a member of a group

(a)  ¨        (b)  x

 

  3.  

SEC use only

 

  4.  

Citizenship or place of organization

 

    Florida

Number of

shares

beneficially

owned by

each

reporting

person

with:

   5.    

Sole voting power

 

    -0- (See Item 4)

   6.   

Shared voting power

 

    318,357 (See Item 4)

   7.   

Sole dispositive power

 

    -0- (See Item 4)

   8.   

Shared dispositive power

 

    318,357 (See Item 4)

  9.  

Aggregate amount beneficially owned by each reporting person

 

    318,357

10.  

Check if the aggregate amount in Row (9) excludes certain shares    ¨

 

11.  

Percent of class represented by amount in Row 9

 

    0.4%

12.  

Type of reporting person

 

    OO (See Item 4)


CUSIP No. 679580100   Page 13 of 30 Pages

 

  1.   

Name of reporting person

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Helen S. Congdon Revocable Inter Vivos Trust, dated April 24, 2012

  2.  

Check the appropriate box if a member of a group

(a)  ¨        (b)  x

 

  3.  

SEC use only

 

  4.  

Citizenship or place of organization

 

    USA

Number of

shares

beneficially

owned by

each

reporting

person

with:

   5.    

Sole voting power

 

    -0- (See Item 4)

   6.   

Shared voting power

 

    89,375 (See Item 4)

   7.   

Sole dispositive power

 

    -0- (See Item 4)

   8.   

Shared dispositive power

 

    89,375 (See Item 4)

  9.  

Aggregate amount beneficially owned by each reporting person

 

    89,375

10.  

Check if the aggregate amount in Row (9) excludes certain shares    ¨

 

11.  

Percent of class represented by amount in Row 9

 

    0.1%

12.  

Type of reporting person

 

    OO (See Item 4)


CUSIP No. 679580100   Page 14 of 30 Pages

 

  1.   

Name of reporting person

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Seay Family Trust, dated November 21, 2012

  2.  

Check the appropriate box if a member of a group

(a)  ¨        (b)  x

 

  3.  

SEC use only

 

  4.  

Citizenship or place of organization

 

    USA

Number of

shares

beneficially

owned by

each

reporting

person

with:

   5.    

Sole voting power

 

    -0- (See Item 4)

   6.   

Shared voting power

 

    42,475 (See Item 4)

   7.   

Sole dispositive power

 

    -0- (See Item 4)

   8.   

Shared dispositive power

 

    42,475 (See Item 4)

  9.  

Aggregate amount beneficially owned by each reporting person

 

    42,475

10.  

Check if the aggregate amount in Row (9) excludes certain shares    ¨

 

11.  

Percent of class represented by amount in Row 9

 

    0.0%

12.  

Type of reporting person

 

    OO (See Item 4)


CUSIP No. 679580100   Page 15 of 30 Pages

 

  1.   

Name of reporting person

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

David S. Congdon Grantor Retained Annuity Trust 2014

  2.  

Check the appropriate box if a member of a group

(a)  ¨        (b)  x

 

  3.  

SEC use only

 

  4.  

Citizenship or place of organization

 

    North Carolina

Number of

shares

beneficially

owned by

each

reporting

person

with:

   5.    

Sole voting power

 

    357,569 (See Item 4)

   6.   

Shared voting power

 

    -0- (See Item 4)

   7.   

Sole dispositive power

 

    357,569 (See Item 4)

   8.   

Shared dispositive power

 

    -0- (See Item 4)

  9.  

Aggregate amount beneficially owned by each reporting person

 

    357,569

10.  

Check if the aggregate amount in Row (9) excludes certain shares    ¨

 

11.  

Percent of class represented by amount in Row 9

 

    0.4%

12.  

Type of reporting person

 

    OO (See Item 4)


CUSIP No. 679580100   Page 16 of 30 Pages

 

  1.   

Name of reporting person

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

David S. Congdon Irrevocable Trust #2, dated November 18, 1999

  2.  

Check the appropriate box if a member of a group

(a)  ¨        (b)  x

 

  3.  

SEC use only

 

  4.  

Citizenship or place of organization

 

    North Carolina

Number of

shares

beneficially

owned by

each

reporting

person

with:

   5.    

Sole voting power

 

    -0- (See Item 4)

   6.   

Shared voting power

 

    299,251 (See Item 4)

   7.   

Sole dispositive power

 

    -0- (See Item 4)

   8.   

Shared dispositive power

 

    299,251 (See Item 4)

  9.  

Aggregate amount beneficially owned by each reporting person

 

    299,251

10.  

Check if the aggregate amount in Row (9) excludes certain shares    ¨

 

11.  

Percent of class represented by amount in Row 9

 

    0.3%

12.  

Type of reporting person

 

    OO (See Item 4)


CUSIP No. 679580100   Page 17 of 30 Pages

 

  1.   

Name of reporting person

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Audrey L. Congdon Irrevocable Trust #1, dated December 1, 1992

  2.  

Check the appropriate box if a member of a group

(a)  ¨        (b)  x

 

  3.  

SEC use only

 

  4.  

Citizenship or place of organization

 

    North Carolina

Number of

shares

beneficially

owned by

each

reporting

person

with:

   5.    

Sole voting power

 

    385,781 (See Item 4)

   6.   

Shared voting power

 

    -0- (See Item 4)

   7.   

Sole dispositive power

 

    385,781 (See Item 4)

   8.   

Shared dispositive power

 

    -0- (See Item 4)

  9.  

Aggregate amount beneficially owned by each reporting person

 

    385,781

10.  

Check if the aggregate amount in Row (9) excludes certain shares    ¨

 

11.  

Percent of class represented by amount in Row 9

 

    0.4%

12.  

Type of reporting person

 

    OO (See Item 4)


CUSIP No. 679580100   Page 18 of 30 Pages

 

  1.   

Name of reporting person

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Audrey L. Congdon Irrevocable Trust #2, dated May 28, 2004

  2.  

Check the appropriate box if a member of a group

(a)  ¨        (b)  x

 

  3.  

SEC use only

 

  4.  

Citizenship or place of organization

 

    North Carolina

Number of

shares

beneficially

owned by

each

reporting

person

with:

   5.    

Sole voting power

 

    298,053 (See Item 4)

   6.   

Shared voting power

 

    -0- (See Item 4)

   7.   

Sole dispositive power

 

    298,053 (See Item 4)

   8.   

Shared dispositive power

 

    -0- (See Item 4)

  9.  

Aggregate amount beneficially owned by each reporting person

 

    298,053

10.  

Check if the aggregate amount in Row (9) excludes certain shares    ¨

 

11.  

Percent of class represented by amount in Row 9

 

    0.3%

12.  

Type of reporting person

 

    OO (See Item 4)


CUSIP No. 679580100   Page 19 of 30 Pages

 

  1.   

Name of reporting person

I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

 

Earl E. Congdon GRAT Remainder Trust

  2.  

Check the appropriate box if a member of a group

(a)  ¨        (b)  x

 

  3.  

SEC use only

 

  4.  

Citizenship or place of organization

 

    Florida

Number of

shares

beneficially

owned by

each

reporting

person

with:

   5.    

Sole voting power

 

    -0- (See Item 4)

   6.   

Shared voting power

 

    645,976 (See Item 4)

   7.   

Sole dispositive power

 

    -0- (See Item 4)

   8.   

Shared dispositive power

 

    645,976 (See Item 4)

  9.  

Aggregate amount beneficially owned by each reporting person

 

    645,976

10.  

Check if the aggregate amount in Row (9) excludes certain shares    ¨

 

11.  

Percent of class represented by amount in Row 9

 

    0.7%

12.  

Type of reporting person

 

    OO (See Item 4)


CUSIP No. 679580100

 

Item 1.

 

(a) Name of Issuer:

Old Dominion Freight Line, Inc.

 

(b) Address of Issuer’s Principal Executive Offices:

500 Old Dominion Way

Thomasville, NC 27360

Item 2.

 

(a) Names of Persons Filing:

 

  (i) David S. Congdon

 

  (ii) David S. Congdon Revocable Trust, dated December 3, 1991

 

  (iii) David S. Congdon Irrevocable Trust #1, dated December 1, 1992

 

  (iv) Irrevocable Trust, dated December 18, 1998, fbo Marilyn Congdon

 

  (v) Irrevocable Trust, dated December 18, 1998, fbo Kathryn Congdon

 

  (vi) Irrevocable Trust, dated December 18, 1998, fbo Ashlyn Congdon

 

  (vii) Kathryn Leigh Congdon Revocable Declaration of Trust, dated May 23, 2006

 

  (viii) Marilyn Marie Congdon Revocable Declaration of Trust, dated May 23, 2006

 

  (ix) Ashlyn Lane Congdon Revocable Intervivos Trust, dated December 7, 2010

 

  (x) 1998 Earl E. Congdon Family Trust

 

  (xi) Earl and Kathryn Congdon Family Irrevocable Trust - 2011

 

  (xii) Helen S. Congdon Revocable Inter Vivos Trust, dated April 24, 2012

 

  (xiii) Seay Family Trust, dated November 21, 2012

 

  (xiv) David S. Congdon Grantor Retained Annuity Trust 2014

 

  (xv) David S. Congdon Irrevocable Trust #2, dated November 18, 1999

 

  (xvi) Audrey L. Congdon Irrevocable Trust #1, dated December 1, 1992

 

  (xvii) Audrey L. Congdon Irrevocable Trust #2, dated May 28, 2004

 

  (xviii) Earl E. Congdon GRAT Remainder Trust

 

(b) Address of Principal Business Office or, if None, Residence:

 

As to (i) through (x) and (xii) through (xvii):    500 Old Dominion Way
   Thomasville, NC 27360
As to (xi) and (xviii):    20 Harborage Isle
   Fort Lauderdale, FL 33316

 

(c) Citizenship:

 

As to (i)    USA
As to (ii) through (ix) and (xii) through (xvii)    North Carolina
As to (x)    Virginia
As to (xi) and (xviii):    Florida

 

(d) Title of Class of Securities:

Common Stock ($0.10 par value)

 

Page 20 of 30 Pages


CUSIP No. 679580100

 

(e) CUSIP Number:

679580100

 

Item 3. If this Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a:

Not Applicable. This is a joint filing by the persons identified in Item 2, above, pursuant to Rules 13d-1(d) and Rule 13d-1(k) but not a group filing.

 

Item 4. Ownership.

The securities reported herein are beneficially owned by David S. Congdon, the David S. Congdon Revocable Trust, dated December 3, 1991, the David S. Congdon Irrevocable Trust #1, dated December 1, 1992, the Irrevocable Trust, dated December 18, 1998, fbo Marilyn Congdon, the Irrevocable Trust, dated December 18, 1998, fbo Kathryn Congdon, the Irrevocable Trust, dated December 18, 1998, fbo Ashlyn Congdon, the Kathryn Leigh Congdon Revocable Declaration of Trust, dated May 23, 2006, the Marilyn Marie Congdon Revocable Declaration of Trust, dated May 23, 2006, the Ashlyn Lane Congdon Revocable Intervivos Trust, dated December 7, 2010, the 1998 Earl E. Congdon Family Trust, the Earl and Kathryn Congdon Family Irrevocable Trust - 2011, the Helen S. Congdon Revocable Inter Vivos Trust, dated April 24, 2012, the Seay Family Trust, dated November 21, 2012, the David S. Congdon Grantor Retained Annuity Trust 2014, the David S. Congdon Irrevocable Trust #2, dated November 18, 1999, the Audrey L. Congdon Irrevocable Trust #1, dated December 1, 1992, the Audrey L. Congdon Irrevocable Trust #2, dated May 28, 2004, and the Earl E. Congdon GRAT Remainder Trust. The total securities reported is 4,683,629 shares of the Issuer’s Common Stock, which constitutes 5.4% of such shares as of December 31, 2014.

As of December 31, 2014, David S. Congdon has sole voting and dispositive power with respect to 2,128,415 shares (2.5%) of the Issuer’s Common Stock, of which 48,862 shares are held by David S. Congdon in his 401(k) plan, 763,408 shares are held by the David S. Congdon Revocable Trust, dated December 3, 1991, 91,580 shares are held by an Irrevocable Trust, dated December 18, 1998, fbo Marilyn Congdon, 91,581 shares are held an Irrevocable Trust, dated December 18, 1998, fbo Kathryn Congdon, 91,581 shares are held by an Irrevocable Trust, dated December 18, 1998, fbo Ashlyn Congdon, 357,569 shares are held by the David S. Congdon Grantor Retained Annuity Trust 2014, 385,781 shares are held by the Audrey L. Congdon Irrevocable Trust #1, dated December 1, 1992, and 298,053 shares are held by the Audrey L. Congdon Irrevocable Trust #2, dated May 28, 2004. He shares voting and dispositive power with respect to 2,822,464 shares (3.3%) of the Issuer’s Common Stock, consisting of 629,776 shares held by the David S. Congdon Irrevocable Trust #1, dated December 1, 1992, 160,283 shares held by the Kathryn Leigh Congdon Revocable Declaration of Trust, dated May 23, 2006, 160,283 shares held by the Marilyn Marie Congdon Revocable Declaration of Trust, dated May 23, 2006, 160,283 shares held by the Ashlyn Lane Congdon Revocable Intervivos Trust, dated December 7, 2010, 316,405 shares held by the 1998 Earl E. Congdon Family Trust, 318,357 shares held by the Earl and Kathryn Congdon Family Irrevocable Trust – 2011, 89,375 shares held by the Helen S. Congdon Revocable Inter Vivos Trust, dated April 24, 2012, 42,475 shares held by the Seay Family Trust, dated November 21, 2012, 299,251 shares held by the David S. Congdon Irrevocable Trust #2, dated November 18, 1999 and 645,976 shares held by the Earl E. Congdon GRAT Remainder Trust. David S. Congdon beneficially owns a total of 4,950,879 shares (5.8%) of the Issuer’s Common Stock.

 

Page 21 of 30 Pages


CUSIP No. 679580100

 

As of December 31, 2014, the David S. Congdon Revocable Trust, dated December 3, 1991, owns directly 763,408 shares (0.9%) of the Issuer’s Common Stock. David S. Congdon, as Trustee, has sole voting and sole dispositive power over those shares.

As of December 31, 2014, the David S. Congdon Irrevocable Trust #1, dated December 1, 1992, owns directly 629,776 shares (0.7%) of the Issuer’s Common Stock. Although Mr. Congdon’s wife, Helen Congdon, as Trustee, has sole voting and sole dispositive power over those shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.

As of December 31, 2014, an Irrevocable Trust, dated December 18, 1998, fbo Marilyn Congdon, has sole voting and dispositive power with respect to 91,580 shares (0.1%) of the Issuer’s Common Stock. David S. Congdon is the Trustee. Marilyn Congdon is a child of David S. Congdon.

As of December 31, 2014, an Irrevocable Trust, dated December 18, 1998, fbo Kathryn Congdon, has sole voting and dispositive power with respect to 91,581 shares (0.1%) of the Issuer’s Common Stock. David S. Congdon is the Trustee. Kathryn Congdon is a child of David S. Congdon.

As of December 31, 2014, an Irrevocable Trust, dated December 18, 1998, fbo Ashlyn Congdon, has sole voting and dispositive power with respect to 91,581 shares (0.1%) of the Issuer’s Common Stock. David S. Congdon is the Trustee. Ashlyn Congdon is a child of David S. Congdon.

As of December 31, 2014, the Kathryn Leigh Congdon Revocable Declaration of Trust, dated May 23, 2006, beneficially owns 160,283 shares (0.2%) of the Issuer’s Common Stock. Although Mr. Congdon’s daughter, Kathryn Congdon, as Trustee, has sole voting and dispositive power over these shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.

As of December 31, 2014, the Marilyn Marie Congdon Revocable Declaration of Trust, dated May 23, 2006, beneficially owns 160,283 shares (0.2%) of the Issuer’s Common Stock. Although Mr. Congdon’s daughter, Marilyn Congdon, as Trustee, has sole voting and dispositive power over these shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.

As of December 31, 2014, the Ashlyn Lane Congdon Revocable Intervivos Trust, dated December 7, 2010, beneficially owns 160,283 shares (0.2%) of the Issuer’s Common Stock. Although Mr. Congdon’s daughter, Ashlyn Congdon, as Trustee, has sole voting and dispositive power over these shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.

As of December 31, 2014, the 1998 Earl E. Congdon Family Trust, dated July 23, 2003, beneficially owns 316,405 shares (0.4%) of the Issuer’s Common Stock. David S. Congdon is Co-Trustee of that trust.

 

Page 22 of 30 Pages


CUSIP No. 679580100

 

As of December 31, 2014, the Earl and Kathryn Congdon Family Irrevocable Trust - 2011 owns 318,357 shares (0.4%) of the Issuer’s Common Stock. David S. Congdon is Co-Trustee of that trust.

As of December 31, 2014, the Helen S. Congdon Revocable Inter Vivos Trust, dated April 24, 2012, owns directly 89,375 shares (0.1%) of the Issuer’s Common Stock. Although Mr. Congdon’s wife, Helen Congdon, as Trustee, has sole voting and sole dispositive power over those shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.

As of December 31, 2014, the Seay Family Trust, dated November 21, 2012, owns directly 42,475 shares (0.0%) of the Issuer’s Common Stock. Although Mr. Congdon’s wife, Helen Congdon, as Trustee, has sole voting and sole dispositive power over those shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.

As of December 31, 2014, David S. Congdon, as Trustee and grantor of the David S. Congdon Grantor Retained Annuity Trust 2014, has sole voting and dispositive power with respect to 357,569 shares (0.4%) of the Issuer’s Common Stock held by the David S. Congdon Grantor Retained Annuity Trust 2014.

As of December 31, 2014, the David S. Congdon Irrevocable Trust #2, dated November 18, 1999, owns directly 299,251 shares (0.3%) of the Issuer’s Common Stock. Although Mr. Congdon’s wife, Helen Congdon, as Trustee, has sole voting and dispositive power over these shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.

As of December 31, 2014, the Audrey L. Congdon Irrevocable Trust #1, dated December 1, 1992, owns directly 385,781 shares (0.4%) of the Issuer’s Common Stock. David S. Congdon has sole voting and dispositive power over these shares as Trustee of that trust. Audrey L. Congdon is the sister of David S. Congdon.

As of December 31, 2014, the Audrey L. Congdon Irrevocable Trust #2, dated May 28, 2004, owns directly 298,053 shares (0.3%) of the Issuer’s Common Stock. David S. Congdon has sole voting and dispositive power over these shares as Trustee of that trust. Audrey L. Congdon is the sister of David S. Congdon.

As of December 31, 2014, the Earl E. Congdon GRAT Remainder Trust beneficially owns 645,976 shares (0.7%) of the Issuer’s Common Stock. David S. Congdon is Co-Trustee of that trust.

 

  (a) Amount beneficially owned:

 

  (i) 4,950,879

 

  (ii) 763,408

 

  (iii) 629,776

 

  (iv) 91,580

 

  (v) 91,581

 

  (vi) 91,581

 

  (vii) 160,283

 

  (viii) 160,283

 

Page 23 of 30 Pages


CUSIP No. 679580100

 

  (ix) 160,283

 

  (x) 316,405

 

  (xi) 318,357

 

  (xii) 89,375

 

  (xiii) 42,475

 

  (xiv) 357,569

 

  (xv) 299,251

 

  (xvi) 385,781

 

  (xvii) 298,053

 

  (xviii) 645,976

 

  (b) Percent of Class:

 

  (i) 5.8%

 

  (ii) 0.9%

 

  (iii) 0.7%

 

  (iv) 0.1%

 

  (v) 0.1%

 

  (vi) 0.1%

 

  (vii) 0.2%

 

  (viii) 0.2%

 

  (ix) 0.2%

 

  (x) 0.4%

 

  (xi) 0.4%

 

  (xii) 0.1%

 

  (xiii) 0.0%

 

  (xiv) 0.4%

 

  (xv) 0.3%

 

  (xvi) 0.4%

 

  (xvii) 0.3%

 

  (xviii) 0.7%

 

  (c) Number of Shares as to which such person has:

 

  (i) Sole power to vote or to direct the vote

 

  (i) 2,128,415

 

  (ii) 763,408

 

  (iii) -0-

 

  (iv) 91,580

 

  (v) 91,581

 

  (vi) 91,581

 

  (vii) -0-

 

  (viii) -0-

 

  (ix) -0-

 

  (x) -0-

 

  (xi) -0-

 

  (xii) -0-

 

  (xiii) -0-

 

  (xiv) 357,569

 

Page 24 of 30 Pages


CUSIP No. 679580100

 

  (xv) -0-

 

  (xvi) 385,781

 

  (xvii) 298,053

 

  (xviii) -0-

 

  (ii) Shared power to vote or to direct the vote

 

  (i) 2,822,464

 

  (ii) -0-

 

  (iii) 629,776

 

  (iv) -0-
  (v) -0-

 

  (vi) -0-

 

  (vii) 160,283

 

  (viii) 160,283

 

  (ix) 160,283

 

  (x) 316,405

 

  (xi) 318,357

 

  (xii) 89,375

 

  (xiii) 42,475

 

  (xiv) -0-

 

  (xv) 299,251

 

  (xvi) -0-

 

  (xvii) -0-

 

  (xviii) 645,976

 

  (iii) Sole power to dispose or to direct the disposition of

 

  (i) 2,128,415

 

  (ii) 763,408

 

  (iii) -0-

 

  (iv) 91,580

 

  (v) 91,581

 

  (vi) 91,581

 

  (vii) -0-

 

  (viii) -0-

 

  (ix) -0-

 

  (x) -0-

 

  (xi) -0-

 

  (xii) -0-

 

  (xiii) -0-

 

  (xiv) 357,569

 

  (xv) -0-

 

  (xvi) 385,781

 

  (xvii) 298,053

 

  (xviii) -0-

 

  (iv) Shared power to dispose or to direct the disposition of

 

  (i) 2,822,464

 

Page 25 of 30 Pages


CUSIP No. 679580100

 

  (ii) -0-

 

  (iii) 629,776

 

  (iv) -0-

 

  (v) -0-

 

  (vi) -0-

 

  (vii) 160,283

 

  (viii) 160,283

 

  (ix) 160,283

 

  (x) 316,405

 

  (xi) 318,357

 

  (xii) 89,375

 

  (xiii) 42,475

 

  (xiv) -0-

 

  (xv) 299,251

 

  (xvi) -0-

 

  (xvii) -0-

 

  (xviii) 645,976

 

Item 5. Ownership of Five Percent or Less of a Class

If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following:  ¨

 

Item 6. Ownership of More Than Five Percent on Behalf of Another Person

See information in Item 4, above.

 

Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company or Control Person

Not Applicable

 

Item 8. Identification and Classification of Members of the Group

See Item 3 and Item 4, above.

 

Item 9. Notice of Dissolution of Group

Not Applicable

 

Item 10. Certifications

Not Applicable

This report shall not be construed as an admission by the persons filing the report that they are the beneficial owner of any securities covered by this report.

 

Page 26 of 30 Pages


CUSIP No. 679580100

 

SIGNATURES

After reasonable inquiry and to the best of our knowledge and belief, we certify that the information set forth in this statement is true, complete and correct.

 

February 12, 2015
DAVID S. CONGDON

/s/ David S. Congdon

David S. Congdon
DAVID S. CONGDON REVOCABLE TRUST, DATED DECEMBER 3, 1991
By:  

/s/ David S. Congdon

  David S. Congdon, Trustee
DAVID S. CONGDON IRREVOCABLE TRUST #1, DATED DECEMBER 1, 1992
By:  

/s/ Helen S. Congdon

  Helen S. Congdon, Trustee
IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO MARILYN CONGDON
By:  

/s/ David S. Congdon

  David S. Congdon, Trustee
IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO KATHRYN CONGDON
By:  

/s/ David S. Congdon

  David S. Congdon, Trustee
IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO ASHLYN CONGDON
By:  

/s/ David S. Congdon

  David S. Congdon, Trustee
KATHRYN LEIGH CONGDON REVOCABLE DECLARATION OF TRUST, DATED MAY 23, 2006
By:  

/s/ Kathryn L. Congdon

  Kathryn L. Congdon, Trustee
MARILYN MARIE CONGDON REVOCABLE DECLARATION OF TRUST, DATED MAY 23, 2006
By:  

/s/ Marilyn M. Congdon

  Marilyn M. Congdon, Trustee

 

Page 27 of 30 Pages


CUSIP No. 679580100

 

ASHLYN LANE CONGDON REVOCABLE INTERVIVOS TRUST, DATED DECEMBER 7, 2010
By:  

/s/ Ashlyn L. Congdon

  Ashlyn L. Congdon, Trustee
1998 EARL E. CONGDON FAMILY TRUST
By:  

/s/ David S. Congdon

  David S. Congdon, Co-Trustee
EARL AND KATHRYN CONGDON FAMILY IRREVOCABLE TRUST - 2011
By:  

/s/ David S. Congdon

  David S. Congdon, Co-Trustee
HELEN S. CONGDON REVOCABLE INTER VIVOS TRUST, DATED APRIL 24, 2012
By:  

/s/ Helen S. Congdon

  Helen S. Congdon, Trustee
SEAY FAMILY TRUST, DATED NOVEMBER 21, 2012
By:  

/s/ Helen S. Congdon

  Helen S. Congdon, Trustee
DAVID S. CONGDON GRANTOR RETAINED ANNUITY TRUST 2014
By:  

/s/ David S. Congdon

  David S. Congdon, Trustee
DAVID S. CONGDON IRREVOCABLE TRUST #2, DATED NOVEMBER 18, 1999
By:  

/s/ Helen S. Congdon

  Helen S. Congdon, Trustee
AUDREY L. CONGDON IRREVOCABLE TRUST #1, DATED DECEMBER 1, 1992
By:  

/s/ David S. Congdon

  David S. Congdon, Trustee
AUDREY L. CONGDON IRREVOCABLE TRUST #2, DATED MAY 28, 2004
By:  

/s/ David S. Congdon

  David S. Congdon, Trustee
EARL E. CONGDON GRAT REMAINDER TRUST
By:  

/s/ David S. Congdon

  David S. Congdon, Co-Trustee

 

Page 28 of 30 Pages


CUSIP No. 679580100

 

JOINT FILING AGREEMENT

In accordance with Rule 13d-1(k)(1) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agrees to the joint filing with each other of the attached statement on Schedule 13G/A and to all amendments to such statement and that such statement and all amendments to such statement is made on behalf of each of them.

IN WITNESS WHEREOF, the undersigned hereby execute this agreement on February 12, 2015.

 

DAVID S. CONGDON

/s/ David S. Congdon

David S. Congdon
DAVID S. CONGDON REVOCABLE TRUST, DATED DECEMBER 3, 1991
By:  

/s/ David S. Congdon

  David S. Congdon, Trustee
DAVID S. CONGDON IRREVOCABLE TRUST #1, DATED DECEMBER 1, 1992
By:  

/s/ Helen S. Congdon

  Helen S. Congdon, Trustee
IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO MARILYN CONGDON
By:  

/s/ David S. Congdon

  David S. Congdon, Trustee
IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO KATHRYN CONGDON
By:  

/s/ David S. Congdon

  David S. Congdon, Trustee
IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO ASHLYN CONGDON
By:  

/s/ David S. Congdon

  David S. Congdon, Trustee
KATHRYN LEIGH CONGDON REVOCABLE DECLARATION OF TRUST, DATED MAY 23, 2006
By:  

/s/ Kathryn L. Congdon

  Kathryn L. Congdon, Trustee
MARILYN MARIE CONGDON REVOCABLE DECLARATION OF TRUST, DATED MAY 23, 2006
By:  

/s/ Marilyn M. Congdon

  Marilyn M. Congdon, Trustee

 

Page 29 of 30 Pages


CUSIP No. 679580100

 

ASHLYN LANE CONGDON REVOCABLE INTERVIVOS TRUST, DATED DECEMBER 7, 2010
By:  

/s/ Ashlyn L. Congdon

  Ashlyn L. Congdon, Trustee
1998 EARL E. CONGDON FAMILY TRUST
By:  

/s/ David S. Congdon

  David S. Congdon, Co-Trustee
EARL AND KATHRYN CONGDON FAMILY IRREVOCABLE TRUST - 2011
By:  

/s/ David S. Congdon

  David S. Congdon, Co-Trustee
HELEN S. CONGDON REVOCABLE INTER VIVOS TRUST, DATED APRIL 24, 2012
By:  

/s/ Helen S. Congdon

  Helen S. Congdon, Trustee
SEAY FAMILY TRUST, DATED NOVEMBER 21, 2012
By:  

/s/ Helen S. Congdon

  Helen S. Congdon, Trustee
DAVID S. CONGDON GRANTOR RETAINED ANNUITY TRUST 2014
By:  

/s/ David S. Congdon

  David S. Congdon, Trustee
DAVID S. CONGDON IRREVOCABLE TRUST #2, DATED NOVEMBER 18, 1999
By:  

/s/ Helen S. Congdon

  Helen S. Congdon, Trustee
AUDREY L. CONGDON IRREVOCABLE TRUST #1, DATED DECEMBER 1, 1992
By:  

/s/ David S. Congdon

  David S. Congdon, Trustee
AUDREY L. CONGDON IRREVOCABLE TRUST #2, DATED MAY 28, 2004
By:  

/s/ David S. Congdon

  David S. Congdon, Trustee
EARL E. CONGDON GRAT REMAINDER TRUST
By:  

/s/ David S. Congdon

  David S. Congdon, Co-Trustee

 

Page 30 of 30 Pages