SEC Form 4 · accession 0001567619-19-003286
OLD DOMINION FREIGHT LINE, INC. · ODFL
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
David S Congdon
Officer — Executive Chairman · Director
Period of report
May 22, 2018
Accepted (ET)
Feb 12, 2019 · 4:38 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 Stock | May 22, 2018 | G | 198 | $0.00 | A | 597,441 | I | By David S. Congdon Revocable Trust dated 12/3/91 |
| Common Stock | May 22, 2018 | G | 198 | $0.00 | A | 92,914 | I | As trustee of Irrevocable Trust Agreement dated 12/18/98 fbo Kathryn Congdon |
| Common Stock | May 22, 2018 | G | 198 | $0.00 | A | 92,913 | I | As trustee of Irrevocable Trust Agreement dated 12/18/98 fbo Marilyn Congdon |
| Common Stock | May 22, 2018 | G | 198 | $0.00 | A | 92,914 | I | As trustee of Irrevocable Trust Agreement dated 12/18/98 fbo Ashlyn Congdon |
| Common StockF1 | May 24, 2018 | G | 980 | $0.00 | D | 595,481 | I | By David S. Congdon Revocable Trust dated 12/3/91 |
| Common StockF1 | May 24, 2018 | G | 980 | $0.00 | D | 89,384 | I | By wife as trustee of Helen S. Congdon Revocable Inter Vivos Trust dated 4/24/12 |
| Common StockF2,F3 | Aug 7, 2018 | G | 98 | $0.00 | D | 598,479 | I | By David S. Congdon Revocable Trust dated 12/3/91 |
| Common StockF3 | Aug 7, 2018 | G | 98 | $0.00 | D | 89,384 | I | By wife as trustee of Helen S. Congdon Revocable Inter Vivos Trust dated 4/24/12 |
| Common StockF4,F5 | Aug 20, 2018 | G | 48,769 | $0.00 | D | 0 | I | As trustee of David S. Congdon Grantor Retained Annuity Trust 2016 |
| Common StockF4,F6,F7,F8 | Aug 20, 2018 | G | 74,705 | $0.00 | A | 731,689 | I | By David S. Congdon Revocable Trust dated 12/3/91 |
| Common Stock | Aug 20, 2018 | G | 87,775 | $0.00 | A | 395,000 | I | As trustee of Audrey L. Congdon Irrevocable Trust No. 2 dated 5/28/04 |
| Common StockF8 | Nov 27, 2018 | G | 7,000 | $0.00 | D | 139,384 | I | By wife as trustee of Helen S. Congdon Revocable Inter Vivos Trust dated 4/24/12 |
| Common Stock | holding | — | — | — | 645,976 | I | As co-trustee of Earl E. Congdon GRAT Remainder Trust | |
| Common Stock | holding | — | — | — | 316,405 | I | As co-trustee of the 1998 Earl E. Congdon Family Trust | |
| Common Stock | holding | — | — | — | 318,357 | I | As co-trustee of the Earl and Kathryn Congdon Family Irrevocable Trust - 2011 | |
| Common StockF6 | holding | — | — | — | 104,341 | I | As trustee of David S. Congdon Grantor Retained Annuity Trust 2017 | |
| Common Stock | holding | — | — | — | 209,926 | I | By wife as trustee of the David S. Congdon Irrevocable Trust #1 FBO Marilyn Nowell | |
| Common Stock | holding | — | — | — | 209,925 | I | By wife as trustee of the David S. Congdon Irrevocable Trust #1 FBO Kathryn Harrell | |
| Common Stock | holding | — | — | — | 209,925 | I | By wife as trustee of the David S. Congdon Irrevocable Trust #1 FBO Ashlyn Congdon | |
| Common Stock | holding | — | — | — | 192,891 | I | As trustee of the Audrey Congdon Irrevocable Trust #1 FBO Seth Yowell | |
| Common Stock | holding | — | — | — | 192,890 | I | As trustee of the Audrey Congdon Irrevocable Trust #1 FBO Megan Oglesby | |
| Common StockF5 | holding | — | — | — | 356,212 | I | By wife as trustee of David S. Congdon Irrevocable Trust No. 2 dated 11/18/99 | |
| Common Stock | holding | — | — | — | 56,490 | I | By 401(k) plan | |
| Common StockF2,F7 | holding | — | — | — | 7,786 | D |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1Reflects an exempt transfer of 980 shares from the David S. Congdon Revocable Trust dated 12/3/91 to the Helen S. Congdon Revocable Inter Vivos Trust dated 4/24/12 on May 24, 2018.
- F2Reflects an exempt transfer of 1,394 shares from an account held directly by the reporting person to the David S. Congdon Revocable Trust dated 12/3/91 on May 30, 2018.
- F3Reflects an exempt transfer of 98 shares from the David S. Congdon Revocable Trust dated 12/3/91 to the Helen S. Congdon Revocable Inter Vivos Trust dated 4/24/12 on August 7, 2018.
- F4Reflects an exempt transfer of 69,868 shares from the David S. Congdon Grantor Retained Annuity Trust 2016 to the David S. Congdon Revocable Trust dated 12/3/91 on August 20, 2018.
- F5Reflects an exempt transfer of 56,961 shares from the David S. Congdon Grantor Retained Annuity Trust 2016 to the David S. Congdon Irrevocable Trust No. 2 dated 11/18/99.
- F6Reflects an exempt transfer of 45,659 shares from the David S. Congdon Grantor Retained Annuity Trust 2017 to the David S. Congdon Revocable Trust dated 12/3/91 on August 20, 2018.
- F7Reflects an exempt transfer of 1,778 shares from an account held directly by the reporting person to the David S. Congdon Revocable Trust dated 12/3/91 on August 22, 2018.
- F8Reflects an exempt transfer of 57,000 shares from the David S. Congdon Revocable Trust dated 12/3/91 to the Helen S. Congdon Revocable Inter Vivos Trust dated 4/24/12 on November 26, 2018.