UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
Under the Securities Exchange Act of 1934
(Amendment No. 12)*
OLD DOMINION FREIGHT LINE, INC.
(Name of Issuer)
Common Stock (par value $.10 per share)
(Title of Class of Securities)
679580100
(CUSIP Number)
Check the following box if a fee is being paid with this statement ¨
* The remainder of this cover page shall be filled out for a reporting persons 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).
1. | Name of Reporting Person S.S. or I.R.S. Identification No. of above person
John R. Congdon, Jr., Custodian |
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2. | Check the Appropriate Box if a Member of a Group (a) ¨ (b) x |
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3. | SEC Use Only
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4. | Citizenship or Place of Organization
USA |
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NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. Sole Voting Power
11,004 (See Item 4) 6. Shared Voting Power
-0- (See Item 4) 7. Sole Dispositive Power
11,004 (See Item 4) 8. Shared Dispositive Power
-0- (See Item 4) | |
9. | Aggregate Amount Beneficially Owned by Each Reporting Person
11,004 |
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10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares
¨ |
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11. | Percent of Class Represented by Amount in Row (9)
0.1% |
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12. | Type of Reporting Person
IN (See Item 4) |
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Page 2 of 14 pages
1. | Name of Reporting Person S.S. or I.R.S. Identification No. of above person
John R. Congdon, Jr. Revocable Trust |
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2. | Check the Appropriate Box if a Member of a Group (a) ¨ (b) x |
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3. | SEC Use Only
|
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4. | Citizenship or Place of Organization
Virginia |
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NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. Sole Voting Power
294,648 (See Item 4) 6. Shared Voting Power
-0- (See Item 4) 7. Sole Dispositive Power
294,648 (See Item 4) 8. Shared Dispositive Power
-0- (See Item 4) | |
9. | Aggregate Amount Beneficially Owned by Each Reporting Person
294,648 |
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10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares
¨ |
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11. | Percent of Class Represented by Amount in Row (9)
2.8% |
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12. | Type of Reporting Person
OO (See Item 4) |
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Page 3 of 14 pages
1. | Name of Reporting Person S.S. or I.R.S. Identification No. of above person
John R. Congdon Trust for Hunter Andrew Terry |
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2. | Check the Appropriate Box if a Member of a Group (a) ¨ (b) x |
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3. | SEC Use Only
|
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4. | Citizenship or Place of Organization
Virginia |
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NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. Sole Voting Power
-0- (See Item 4) 6. Shared Voting Power
65,635 (See Item 4) 7. Sole Dispositive Power
-0- (See Item 4) 8. Shared Dispositive Power
65,635 (See Item 4) | |
9. | Aggregate Amount Beneficially Owned by Each Reporting Person
65,635 |
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10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares
¨ |
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11. | Percent of Class Represented by Amount in Row (9)
0.6% |
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12. | Type of Reporting Person
OO (See Item 4) |
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Page 4 of 14 pages
1. | Name of Reporting Person S.S. or I.R.S. Identification No. of above person
John R. Congdon Trust for Nathaniel Everett Terry |
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2. | Check the Appropriate Box if a Member of a Group (a) ¨ (b) x |
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3. | SEC Use Only
|
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4. | Citizenship or Place of Organization
Virginia |
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NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. Sole Voting Power
-0- (See Item 4) 6. Shared Voting Power
59,486 (See Item 4) 7. Sole Dispositive Power
-0- (See Item 4) 8. Shared Dispositive Power
59,486 (See Item 4) | |
9. | Aggregate Amount Beneficially Owned by Each Reporting Person
59,486 |
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10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares
¨ |
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11. | Percent of Class Represented by Amount in Row (9)
0.6% |
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12. | Type of Reporting Person
OO (See Item 4) |
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Page 5 of 14 pages
1. | Name of Reporting Person S.S. or I.R.S. Identification No. of above person
John R. Congdon Trust for Kathryn Lawson Terry |
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2. | Check the Appropriate Box if a Member of a Group (a) ¨ (b) x |
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3. | SEC Use Only
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4. | Citizenship or Place of Organization
Virginia |
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NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. Sole Voting Power
-0- (See Item 4) 6. Shared Voting Power
56,188 (See Item 4) 7. Sole Dispositive Power
-0- (See Item 4) 8. Shared Dispositive Power
56,188 (See Item 4) | |
9. | Aggregate Amount Beneficially Owned by Each Reporting Person
56,188 |
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10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares
¨ |
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11. | Percent of Class Represented by Amount in Row (9)
0.5% |
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12. | Type of Reporting Person
OO (See Item 4) |
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Page 6 of 14 pages
1. | Name of Reporting Person S.S. or I.R.S. Identification No. of above person
John R. Congdon Trust for Jeffrey Whitefield Congdon, Jr. |
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2. | Check the Appropriate Box if a Member of a Group (a) ¨ (b) x |
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3. | SEC Use Only
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4. | Citizenship or Place of Organization
Virginia |
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NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. Sole Voting Power
67,235 (See Item 4) 6. Shared Voting Power
-0- (See Item 4) 7. Sole Dispositive Power
67,235 (See Item 4) 8. Shared Dispositive Power
-0- (See Item 4) | |
9. | Aggregate Amount Beneficially Owned by Each Reporting Person
67,235 |
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10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares
¨ |
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11. | Percent of Class Represented by Amount in Row (9)
0.6% |
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12. | Type of Reporting Person
OO (See Item 4) |
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Page 7 of 14 pages
1. | Name of Reporting Person S.S. or I.R.S. Identification No. of above person
John R. Congdon Trust for Mark Ross Congdon |
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2. | Check the Appropriate Box if a Member of a Group (a) ¨ (b) x |
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3. | SEC Use Only
|
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4. | Citizenship or Place of Organization
Virginia |
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NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. Sole Voting Power
67,235 (See Item 4) 6. Shared Voting Power
-0- (See Item 4) 7. Sole Dispositive Power
67,235 (See Item 4) 8. Shared Dispositive Power
-0- (See Item 4) | |
9. | Aggregate Amount Beneficially Owned by Each Reporting Person
67,235 |
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10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares
¨ |
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11. | Percent of Class Represented by Amount in Row (9)
0.6% |
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12. | Type of Reporting Person
OO (See Item 4) |
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Page 8 of 14 pages
EXPLANATORY NOTE
This Amendment No. 12 to Statement on Schedule 13G amends and restates, in its entirety, the Amendment No. 11 to Statement on Schedule 13G (Amendment No. 11) originally filed on February 11, 2003 in order to correct certain errors in Amendment No. 11. John R. Congdon, Jr. resigned as Trustee of each of the John R. Congdon Trust for Michael Davis Congdon, the John R. Congdon Trust for Peter Whitefield Congdon and the John R. Congdon Trust for Mary Evelyn Congdon effective December 31, 2002. As a result, the holdings of the three aforementioned trusts should not have been included in Amendment No. 11. In addition, effective December 31, 2002, John R. Congdon, Jr. became Trustee of each of the John R. Congdon Trust for Hunter Andrew Terry, the John R. Congdon Trust for Nathaniel Everett Terry, the John R. Congdon Trust for Kathryn Lawson Terry, the John R. Congdon Trust for Jeffrey Whitefield Congdon, Jr. and the John R. Congdon Trust for Mark Ross Congdon. As a result, the holdings of the five aforementioned trusts should have been included in Amendment No. 11.
Item 1. |
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(a) | Name of Issuer: | |||
Old Dominion Freight Line, Inc. | ||||
(b) | Address of Issuers Principal Executive Offices: | |||
500 Old Dominion Way | ||||
Thomasville, NC 27360 | ||||
Item 2. | ||||
(a) | Names of Persons Filing: | |||
(i) | John R. Congdon, Jr., Custodian | |||
(ii) | John R. Congdon, Jr. Revocable Trust | |||
(iii) | John R. Congdon Trust for Hunter Andrew Terry | |||
(iv) | John R. Congdon Trust for Nathaniel Everett Terry | |||
(v) | John R. Congdon Trust for Kathryn Lawson Terry | |||
(vi) | John R. Congdon Trust for Jeffrey Whitefield Congdon, Jr. | |||
(vii) | John R. Congdon Trust for Mark Ross Congdon | |||
(b) | Address of Principal Business Office: | |||
As to (i) through (vii): 7511 Whitepine Road Richmond, VA 23237 | ||||
(c) | Place of Organization or Citizenship: | |||
(i) |
USA | |||
(ii)(vii) | Virginia | |||
(d) | Title of Class of Securities: | |||
Common Stock ($.10 par value) | ||||
(e) | CUSIPNumber: | |||
679580100 |
Page 9 of 14 pages
Item 3. |
If this Statement Is Filed Pursuant to Rule 13d-1(b) or 13d-2(b), 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(c) and Rule 13d-1(f) but not a group filing. | ||||||
Item 4. |
Ownership. | |||||
The securities reported herein are beneficially owned by John R. Congdon, Jr., as Custodian for his children, the John R. Congdon, Jr. Revocable Trust, the John R. Congdon Trust for Hunter Andrew Terry, the John R. Congdon Trust for Nathaniel Everett Terry, the John R. Congdon Trust for Kathryn Lawson Terry, the John R. Congdon Trust for Jeffrey Whitefield Congdon, Jr. and the John R. Congdon Trust for Mark Ross Congdon. The total securities reported is 621,431 shares of the Issuers Common Stock, which constitutes 5.8% of such shares as of December 31, 2002. | ||||||
As of December 31, 2002, John R. Congdon, Jr., as Custodian for his children, owns directly 11,004 shares (0.1%) of the Issuers Common Stock. | ||||||
As of December 31, 2002, the John R. Congdon, Jr. Revocable Trust owns directly 294,648 shares (2.8%) of the Issuers Common Stock. John R. Congdon, Jr., as Trustee, has sole voting and sole dispositive power over those shares. | ||||||
As of December 31, 2002, the John R. Congdon Trust for Hunter Andrew Terry owns directly 65,635 shares (0.6%) of the Issuers Common Stock. John R. Congdon, Jr., as Trustee, has shared voting and shared dispositive power over those shares. | ||||||
As of December 31, 2002, the John R. Congdon Trust for Nathaniel Everett Terry owns directly 59,486 shares (0.6%) of the Issuers Common Stock. John R. Congdon, Jr., as Trustee, has shared voting and shared dispositive power over those shares. | ||||||
As of December 31, 2002, the John R. Congdon Trust for Kathryn Lawson Terry owns directly 56,188 shares (0.5%) of the Issuers Common Stock. John R. Congdon, Jr., as Trustee, has shared voting and shared dispositive power over those shares. | ||||||
As of December 31, 2002, the John R. Congdon Trust for Jeffrey Whitefield Congdon, Jr. owns directly 67,235 shares (0.6%) of the Issuers Common Stock. John R. Congdon, Jr., as Trustee, has sole voting and sole dispositive power over those shares. | ||||||
As of December 31, 2002, the John R. Congdon Trust for Mark Ross Congdon owns directly 67,235 shares (0.6%) of the Issuers Common Stock. John R. Congdon, Jr., as Trustee, has sole voting and sole dispositive power over those shares. | ||||||
(a) |
Amount beneficially owned: | |||||
(i) | 11,004 | |||||
(ii) | 294,648 | |||||
(iii) | 65,635 | |||||
(iv) | 59,486 | |||||
(v) | 56,188 | |||||
(vi) | 67,235 | |||||
(vii) | 67,235 |
Page 10 of 14 pages
(b) |
Percent of Class: | |||||||
(i) |
0.1% | |||||||
(ii) |
2.8% | |||||||
(iii) |
0.6% | |||||||
(iv) |
0.6% | |||||||
(v) |
0.5% | |||||||
(vi) |
0.6% | |||||||
(vii) |
0.6% | |||||||
(c) |
Number of Shares as to which such person has: | |||||||
(i) |
Sole power to vote or to direct the vote | |||||||
(i) | 11,004 |
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(ii) | 294,648 |
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(iii) | -0- |
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(iv) | -0- |
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(v) | -0- |
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(vi) | 67,235 |
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(vii) | 67,235 |
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(ii) |
Shared power to vote or to direct the vote | |||||||
(i) | -0- |
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(ii) | -0- |
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(iii) | 65,635 |
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(iv) | 59,486 |
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(v) | 56,188 |
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(vi) | -0- |
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(vii) | -0- |
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(iii) |
Sole power to dispose or to direct the disposition of | |||||||
(i) | 11,004 |
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(ii) | 294,648 |
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(iii) | -0- |
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(iv) | -0- |
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(v) | -0- |
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(vi) | 67,235 |
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(vii) | 67,235 |
Page 11 of 14 pages
(iv) |
Shared power to dispose or to direct the disposition of | |||||
(i) |
-0- |
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(ii) |
-0- |
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(iii) |
65,635 |
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(iv) |
59,486 |
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(v) |
56,188 |
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(vi) |
-0- |
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(vii) |
-0- |
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: ¨
Not Applicable
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 |
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. | Certification. |
By signing below, we certify that, to the best of our knowledge and belief, the securities referred to above were acquired in the ordinary course of business and were not acquired for the purpose of and do not have the effect of changing or influencing the control of the issuer of such securities and were not acquired in connection with or as a participant in any transaction having such purposes or effect.
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.
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.
Page 12 of 14 pages
December 1, 2003.
JOHN R. CONGDON, JR., Custodian |
/s/ John R. Congdon, Jr. |
John R. Congdon, Jr., Custodian for Peter Whitefield Congdon and Michael D. Congdon |
JOHN R. CONGDON, JR. REVOCABLE TRUST | ||
By: | /s/ John R. Congdon, Jr. | |
John R. Congdon, Jr., Trustee |
JOHN R. CONGDON TRUST FOR HUNTER ANDREW TERRY | ||
By: | /s/ John R. Congdon, Jr. | |
John R. Congdon, Jr., Trustee |
JOHN R. CONGDON TRUST FOR NATHANIEL EVERETT TERRY | ||
By: | /s/ John R. Congdon, Jr. | |
John R. Congdon, Jr., Trustee |
JOHN R. CONGDON TRUST FOR KATHRYN LAWSON TERRY | ||
By: | /s/ John R. Congdon, Jr. | |
John R. Congdon, Jr., Trustee |
JOHN R. CONGDON TRUST FOR JEFFREY WHITEFIELD CONGDON, JR. | ||
By: | /s/ John R. Congdon, Jr. | |
John R. Congdon, Jr., Trustee |
JOHN R. CONGDON TRUST FOR MARK ROSS CONGDON | ||
By: | /s/ John R. Congdon, Jr. | |
John R. Congdon, Jr., Trustee |
Page 13 of 14 pages
JOINT FILING AGREEMENT
In accordance with Rule 13d-1(f)(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 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 December 1, 2003.
JOHN R. CONGDON, JR., Custodian |
/s/ John R. Congdon, Jr. |
John R. Congdon, Jr., Custodian for Peter Whitefield Congdon and Michael D. Congdon |
JOHN R. CONGDON, JR. REVOCABLE TRUST | ||
By: | /s/ John R. Congdon, Jr. | |
John R. Congdon, Jr., Trustee |
JOHN R. CONGDON TRUST FOR HUNTER ANDREW TERRY | ||
By: | /s/ John R. Congdon, Jr. | |
John R. Congdon, Jr., Trustee |
JOHN R. CONGDON TRUST FOR NATHANIEL EVERETT TERRY | ||
By: | /s/ John R. Congdon, Jr. | |
John R. Congdon, Jr., Trustee |
JOHN R. CONGDON TRUST FOR KATHRYN LAWSON TERRY | ||
By: | /s/ John R. Congdon, Jr. | |
John R. Congdon, Jr., Trustee |
JOHN R. CONGDON TRUST FOR JEFFREY WHITEFIELD CONGDON, JR. | ||
By: | /s/ John R. Congdon, Jr. | |
John R. Congdon, Jr., Trustee |
JOHN R. CONGDON TRUST FOR MARK ROSS CONGDON | ||
By: | /s/ John R. Congdon, Jr. | |
John R. Congdon, Jr., Trustee |
Page 14 of 14 pages