| SECURITIES AND EXCHANGE COMMISSION | |
| Washington, DC 20549 | |
SCHEDULE 13G
Under the Securities Exchange Act of 1934
(Amendment No. 3)*
(Name of Issuer)
Common Stock, no par value
(Title of Class of Securities)
(CUSIP Number)
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
o | Rule 13d-1(b) |
o | 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).
| | | | | | (c) Number of Shares as to which the person has: | |
Name | | (a) Amount Beneficially Owned | | (b) Percent of Class* | | Sole Power to Vote or to Direct the Vote | | Shared Power to Vote or to Direct the Vote | | Sole Power to Dispose or to Direct the Disposition of | | Shared Power to Dispose or to Direct the Disposition of | |
Philip R. Hagerman(1) | | 19,917,570 | (2) | 27.0 | % | 9,804,544 | (3) | 10,113,026 | (4) | 9,804,544 | (3) | 10,113,026 | (4) |
2007 Hagerman Family GST Trust(1) | | 3,891,609 | | 5.3 | % | 0 | | 3,891,609 | | 0 | | 3,891,609 | |
JH GST Trust(1) | | 4,450,091 | | 6.0 | % | 0 | | 4,450,091 | | 0 | | 4,450,091 | |
Jocelyn Hagerman(1) | | 8,588,694 | | 11.6 | % | 3,798,411 | (5) | 4,790,283 | (6) | 3,798,411 | (5) | 4,790,283 | (6) |
(1) By reason of the provisions of Rule 13d-3 of the Act, Mr. and Mrs. Hagerman may be deemed to beneficially own the shares beneficially owned by the trusts for which they serve as trustee. Both Mr. and Mrs. Hagerman disclaim beneficial ownership of the securities owned by the trusts except to their pecuniary interest therein.
(2) Represents the following: 1,499,756 shares of Common Stock held by the Philip R. Hagerman Revocable Trust, 3,891,609 shares of Common Stock held by the 2007 Hagerman Family GST Trust, 4,450,091 shares of Common Stock held by the JH GST Trust, 1,550,876 shares of Common Stock held by the 2013 Irrevocable Exempt Trust for Thomas R. Hagerman, 1,550,876 shares of Common Stock held by the 2013 Irrevocable Exempt Trust for Taylor G. Hagerman, 1,371,292 shares of Common Stock held by the 2013 Irrevocable Exempt Trust for Jennifer K. Hagerman, 1,215,293 shares of Common Stock held by the 2013 Irrevocable Exempt Trust for Megan Lineberger, 313,337 shares of Common Stock held by the 2014 Irrevocable Exempt Trust for Thomas R. Hagerman, 313,337 shares of Common Stock held by the 2014 Irrevocable Exempt Trust for Taylor G. Hagerman, 313,337 shares of Common Stock held by the 2014 Irrevocable Exempt Trust for Jennifer K. Hagerman, 313,337 shares of Common Stock held by the 2014 Irrevocable Exempt Trust for Megan Lineberger, 301,212 shares of Common Stock held by the Philip R. Hagerman Living Trust, 696,659 shares of Common Stock held by the Jocelyn Hagerman Living Trust, 263,500 shares of Common Stock held by the JH Marital Trust, 272,000 shares of Common Stock held by the PH Marital Trust, 394,910 shares of Common Stock held by the Irrevocable Trust for Thomas Hagerman, 394,910 shares of Common Stock held by the Irrevocable Trust for Taylor Hagerman, 367,256 shares of Common Stock held by the Irrevocable Non-Exempt Trust for Taylor Hagerman, and 367,256 shares of Common Stock held by the Irrevocable Non-Exempt Trust for Taylor Hagerman. Mr. Hagerman disclaims beneficial ownership of these shares and this report shall not be deemed as an admission of beneficial ownership of the reported securities. Also includes an option to purchase 76,726 shares of common stock at an exercise price of $39.26 per share.
(3) Represents the following owned by trusts for which Mr. Hagerman is the sole trustee: 1,499,756 shares of Common Stock held by the Philip R. Hagerman Revocable Trust, 4,450,091 shares of Common Stock held by the JH GST Trust, 1,371,292 shares of Common Stock held by the 2013 Irrevocable Exempt Trust for Jennifer K. Hagerman, 1,215,293 shares of Common Stock held by the 2013 Irrevocable Exempt Trust for Megan Lineberger, 313,337 shares of Common Stock held by the 2014 Irrevocable Exempt Trust for Jennifer K. Hagerman, 313,337 shares of Common Stock held by the 2014 Irrevocable Exempt Trust for Megan Lineberger, 301,212 shares of Common Stock held by the Philip R. Hagerman Living Trust, and 263,500 shares of Common Stock held by the JH Marital Trust. Also includes an option to purchase 76,726 shares of common stock at an exercise price of $39.26 per share.
(4) Includes the following owned by trusts for the benefit of Mr. Hagerman’s minor children: 394,910 shares of Common Stock held by the Irrevocable Trust for Thomas Hagerman, 394,910 shares of Common Stock held by the Irrevocable Trust for Taylor Hagerman, 367,256 shares of Common Stock held by the Irrevocable Non-Exempt Trust for Taylor Hagerman, and 367,256 shares of Common Stock held by the Irrevocable Non-Exempt Trust for Taylor Hagerman.
(5) Represents the following owned by trusts for which Mrs. Hagerman is the sole trustee: 1,550,876 shares of Common Stock held by the 2013 Irrevocable Exempt Trust for Thomas R. Hagerman, 1,550,876 shares of Common Stock held by the 2013 Irrevocable Exempt Trust for Taylor G. Hagerman, and 696,659 shares of Common stock held by the Jocelyn Hagerman Living Trust.
(6) Represents the following owned by trusts for which Mrs. Hagerman is a co-trustee: 3,891,609 shares of Common Stock held by the 2007 Hagerman Family GST Trust, 313,337 shares of Common Stock held by the 2014 Irrevocable Exempt Trust for Thomas Hagerman, 313,337 shares of Common Stock held by the 2014 Irrevocable Exempt Trust for Taylor Hagerman, and 272,000 shares of Common Stock held by the PH Marital Trust. Amy Glenn serves as co-trustee of the 2007 Hagerman Family GST Trust, the 2014 Irrevocable Exempt Trust for Thomas Hagerman, the 2014 Irrevocable Exempt Trust for Taylor Hagerman and the PH Marital Trust. Ms. Glenn disclaims beneficial ownership of the securities owned by the trusts.
* As of December 31, 2017 (based on 73,871,424 shares of the Issuer’s Common Stock outstanding as reported by the Issuer to the Reporting Persons).
Item 5. | Ownership of Five Percent or Less of a Class. |
Not applicable. |
|
Item 6. | Ownership of More than Five Percent on Behalf of Another Person. |
Not applicable. |
|
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. |
Not applicable. |
|
Item 9. | Notice of Dissolution of Group. |
Not applicable. |
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