SEC Form 4 · accession 0001140361-15-005141
OLD DOMINION FREIGHT LINE, INC. · ODFL
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Period of report
Feb 27, 2014
Accepted (ET)
Feb 10, 2015 · 4:28 pm EST
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0000878927
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1 | Feb 27, 2014 | G | 1,046 | $0.00 | D | 814,285 | I | As trustee of Jeffrey W. Congdon Revocable Trust |
| Common StockF1,F5,F6,F7,F8,F9,F10,F11 | Aug 21, 2014 | G | 97,196 | $0.00 | A | 879,405 | I | As trustee of Jeffrey W. Congdon Revocable Trust |
| Common StockF1,F6 | Aug 21, 2014 | G | 48,599 | $0.00 | D | 0 | I | As trustee of Jeffrey W. Congdon 2012 GRAT #1 |
| Common StockF2 | Aug 21, 2014 | G | 97,196 | $0.00 | A | 958,120 | I | As trustee of Susan C. Terry Revocable Trust |
| Common StockF1,F11 | Nov 25, 2014 | G | 70,724 | $0.00 | D | 0 | I | As trustee of Jeffrey W. Congdon 2009 GRAT |
| Common StockF3 | holding | — | — | — | 1,806,214 | I | By Congdon Family, LLC | |
| Common StockF1,F4 | holding | — | — | — | 1,806,214 | I | By Congdon Family, LLC | |
| Common StockF1,F5 | holding | — | — | — | 38,615 | I | As trustee of Jeffrey W. Congdon 2010 GRAT #2 | |
| Common StockF1,F7 | holding | — | — | — | 93,267 | I | As trustee of Jeffrey W. Congdon 2012 GRAT #2 | |
| Common StockF1,F9 | holding | — | — | — | 34,961 | I | As trustee of Jeffrey W. Congdon 2013 GRAT #1 | |
| Common StockF1,F10 | holding | — | — | — | 42,822 | I | As trustee of Jeffrey W. Congdon 2013 GRAT #2 | |
| Common StockF1,F8 | holding | — | — | — | 100,000 | I | As trustee of Jeffrey W. Congdon 2014 GRAT | |
| Common StockF2,F1,F12 | holding | — | — | — | 0 | I | As co-trustees of John R. Congdon Irrevocable Trust | |
| Common StockF2,F1,F13 | holding | — | — | — | 170,066 | I | As co-executors of the estate of John R. Congdon |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1These securities are beneficially owned by Jeffrey W. Congdon, who may be deemed a member of a "group" for purposes of Section 13(d) of the Exchange Act. The other members of the Section 13(d) group are identified in a Schedule 13D filed with the Securities and Exchange Commission on September 10, 2012.
- F10Reflects a transfer of 7,178 shares from the Jeffrey W. Congdon 2013 GRAT #2 to the Jeffrey W. Congdon Revocable Trust on November 21, 2014.
- F11Reflects a transfer of 5,364 shares from the Jeffrey W. Congdon 2009 GRAT to the Jeffrey W. Congdon Revocable Trust on November 25, 2014.
- F12The 858,078 shares previously reported by this trust were disposed of in a series of transactions exempt from reporting under Rule 16a-2(d)(1).
- F13The shares reported by the estate previously were exempt from reporting under Rule 16a-2(d)(1). Because 12 months have passed since the reporting persons were appointed as co-executors of the estate, these shares are no longer exempt from the provisions of Section 16 of the Exchange Act.
- F2These securities are beneficially owned by Susan C. Terry, who may be deemed a member of a "group" for purposes of Section 13(d) of the Exchange Act. The other members of the Section 13(d) group are identified in a Schedule 13D filed with the Securities and Exchange Commission on September 10, 2012.
- F3Susan C. Terry disclaims beneficial ownership of the reported securities. The Susan C. Terry Revocable Trust, which Susan C. Terry serves as the trustee of, is a member of Congdon Family, LLC. The John R. Congdon Irrevocable Trust, which Susan C. Terry serves as a co-trustee of, also is a member of Congdon Family, LLC.
- F4Jeffrey W. Congdon serves as a manager of Congdon Family, LLC. The Jeffrey W. Congdon Revocable Trust, which Jeffrey W. Congdon serves as the trustee of, is a member of Congdon Family, LLC. The John R. Congdon Irrevocable Trust, which Jeffrey W. Congdon serves as a co-trustee of, also is a member of Congdon Family, LLC.
- F5Reflects a transfer of 3,468 shares from the Jeffrey W. Congdon 2010 GRAT #2 to the Jeffrey W. Congdon Revocable Trust on July 8, 2014.
- F6Reflects a transfer of 28,344 shares from the Jeffrey W. Congdon 2012 GRAT #1 to the Jeffrey W. Congdon Revocable Trust on August 21, 2014.
- F7Reflects a transfer of 8,531 shares from the Jeffrey W. Congdon 2012 GRAT #2 to the Jeffrey W. Congdon Revocable Trust on August 21, 2014.
- F8Reflects a transfer of 100,000 shares from the Jeffrey W. Congdon Revocable Trust to the Jeffrey W. Congdon 2014 GRAT on August 25, 2014.
- F9Reflects a transfer of 15,039 shares from the Jeffrey W. Congdon 2013 GRAT #1 to the Jeffrey W. Congdon Revocable Trust on November 21, 2014.