Sec Form 13G Filing - YOWELL AUDREY C filing for OLD DOMINION FREIGHT LINE INC. (ODFL) - 2016-02-10

Insider filing report for Changes in Beneficial Ownership

  • Schedule 13G & 13D forms are used to report a party's ownership of stock which exceeds 5% of a company's total stock issue.
  • Schedule 13G is a shorter version of Schedule 13D with fewer reporting requirements.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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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. 8)*

 

 

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, 2015

(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).

 

 

 


CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

Audrey L. 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

 

2,047,362 (See Item 4)

   6.   

SHARED VOTING POWER

 

1,403,238 (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

2,047,362 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

1,403,238 (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

3,450,600

10.  

CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES  ¨

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

4.1%

12.  

TYPE OF REPORTING PERSON

 

IN (See Item 4)

 

Page 2 of 28 pages


CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

Jack M. Harris

  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

 

22,500 (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

-0- (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

22,500 (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

22,5000

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

 

IN (See Item 4)

 

Page 3 of 28 pages


CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

Audrey Lee Congdon Revocable Trust, dated February 17, 2005

  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

 

1,093,667 (See Item 4)

   6.   

SHARED VOTING POWER

 

-0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

1,093,667 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

-0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

1,093,667

10.  

CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES  ¨

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

1.3%

12.  

TYPE OF REPORTING PERSON

 

OO (See Item 4)

 

Page 4 of 28 pages


CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

Audrey Lee Congdon Irrevocable Inter Vivos Trust 2015

  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

 

32,350 (See Item 4)

   6.   

SHARED VOTING POWER

 

-0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

32,350 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

-0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

32,350

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)

 

Page 5 of 28 pages


  1.   

NAME OF REPORTING PERSON

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

 

Irrevocable Trust, dated December 18, 1998, fbo Megan Yowell

  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

 

91,966 (See Item 4)

   6.   

SHARED VOTING POWER

 

-0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

91,966 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

-0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

91,966

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)

 

Page 6 of 28 pages


CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

Irrevocable Trust, dated December 18, 1998, fbo Seth Yowell

  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

 

91,966 (See Item 4)

   6.   

SHARED VOTING POWER

 

-0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

91,966 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

-0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

91,966

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)

 

Page 7 of 28 pages


CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

Seth Morgan Yowell Irrevocable Inter Vivos Trust Dated August 25, 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 VOTIN G POWER

 

60,262 (See Item 4)

   6.   

SHARED VOTING POWER

 

-0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

60,262 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

-0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

60,262

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)

 

Page 8 of 28 pages


CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

Megan Elise Yowell Irrevocable Inter Vivos Trust Dated August 25, 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

 

157,912 (See Item 4)

   6.   

SHARED VOTING POWER

 

-0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

157,912 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

-0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

157,912

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)

 

Page 9 of 28 pages


CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

John B. Yowell Family Trust fbo Megan Yowell

  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

 

61,855 (See Item 4)

   6.   

SHARED VOTING POWER

 

-0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

61,855 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

-0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

61,855

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)

 

Page 10 of 28 Pages


CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

John B. Yowell Family Trust fbo Seth Yowell

  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

 

30,212 (See Item 4)

   6.   

SHARED VOTING POWER

 

-0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

30,212 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

-0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

30,212

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)

 

Page 11 of 28 pages


CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

Audrey Lee 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

 

156,932 (See Item 4)

   6.   

SHARED VOTING POWER

 

-0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

156,932 (See Item 4)

& #xA0;  8.   

SHARED DISPOSITIVE POWER

 

-0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

156,932

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)

 

Page 12 of 28 pages


CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

Audrey Lee Congdon Grantor Retained Annuity Trust 2015

  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

 

132,075 (See Item 4)

   6.   

SHARED VOTING POWER

 

-0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

132,075 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

-0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

132,075

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)

 

Page 13 of 28 pages


  1.   

NAME OF REPORTING PERSON

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

 

Seth Morgan Yowell Grantor Retained Annuity Trust 2015

  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

 

100,000 (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

-0- (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

100,000 (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

100,000

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)

 

Page 14 of 28 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

 

0.8%

12.  

TYPE OF REPORTING PERSON

 

OO (See Item 4)

 

Page 15 of 28 pages


CUSIP No. 679580100

 

  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)

 

Page 16 of 28 pages


CUSIP No. 679580100

 

  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)

 

Page 17 of 28 pages


CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

David S. Congdon and Helen S. Congdon Irrevocable Inter Vivos Trust Dated April 20, 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

 

North Carolina

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH:

   5.    

SOLE VOTING POWER

 

138,165 (See Item 4)

   6.   

SHARED VOTING POWER

 

-0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

138,165 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

-0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

138,165

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)

 

Page 18 of 28 pages


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) Audrey L. Congdon

 

  (ii) Jack M. Harris

 

  (iii) Audrey Lee Congdon Revocable Trust, dated February 17, 2005

 

  (iv) Audrey Lee Congdon Irrevocable Inter Vivos Trust 2015

 

  (v) Irrevocable Trust Agreement, dated December 18, 1998, fbo Megan Yowell

 

  (vi) Irrevocable Trust Agreement, dated December 18, 1998, fbo Seth Yowell

 

  (vii) Seth Morgan Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010

 

  (viii) Megan Elise Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010

 

  (ix) John B. Yowell Family Trust fbo Megan Yowell

 

  (x) John B. Yowell Family Trust fbo Seth Yowell

 

  (xi) Audrey Lee Congdon Grantor Retained Annuity Trust 2014

 

  (xii) Audrey Lee Congdon Grantor Retained Annuity Trust 2015

 

  (xiii) Seth Morgan Yowell Grantor Retained Annuity Trust 2015

 

  (xiv) Earl E. Congdon GRAT Remainder Trust

 

  (xv) 1998 Earl E. Congdon Family Trust

 

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

 

  (xvii) David S. Congdon and Helen S. Congdon Irrevocable Inter Vivos Trust Dated April 20, 2011

 

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

 

As to (i) through (xiii):

  

606 Hillcrest Drive

High Point, NC 27262

  

As to (xiv) and (xvi):

  

20 Harborage Isle

Fort Lauderdale, FL 33316

  

As to (xv) and (xvii):

  

500 Old Dominion Way

Thomasville, NC 27360

  

 

(c) Citizenship:

 

As to (i) and (ii)

   USA

As to (iii) through (xiii) and (xvii):

   North Carolina

As to (xiv) and (xvi):

   Florida

As to (xv):

   Virginia

 

(d) Title of Class of Securities:

Common Stock ($0.10 par value)

 

Page 19 of 28 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 Audrey L. Congdon; Jack M. Harris; the Audrey Lee Congdon Revocable Trust, dated February 17, 2005; the Audrey Lee Congdon Irrevocable Inter Vivos Trust 2015; an Irrevocable Trust Agreement, dated December 18, 1998, fbo Megan Yowell; an Irrevocable Trust Agreement, dated December 18, 1998, fbo Seth Yowell; the Seth Morgan Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010; the Megan Elise Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010; the John B. Yowell Family Trust fbo Megan Yowell; the John B. Yowell Family Trust fbo Seth Yowell; the Audrey Lee Congdon Grantor Retained Annuity Trust 2014; the Audrey Lee Congdon Grantor Retained Annuity Trust 2015; the Seth Morgan Yowell Grantor Retained Annuity Trust 2015; the Earl E. Congdon GRAT Remainder Trust; the 1998 Earl E. Congdon Family Trust; the Earl and Kathryn Congdon Family Irrevocable Trust – 2011; and the David S. Congdon and Helen S. Congdon Irrevocable Inter Vivos Trust Dated April 20, 2011. The total securities reported is 3,450,600 shares of the Issuer’s Common Stock, which constitutes 4.1% of such shares as of December 31, 2015.

As of December 31, 2015, Audrey L. Congdon has sole voting and dispositive power with respect to 2,047,362 shares (2.4%) of the Issuer’s Common Stock, consisting of 1,093,667 shares held by the Audrey Lee Congdon Revocable Trust, dated February 17, 2005; 32,350 shares held by the Audrey Lee Congdon Irrevocable Inter Vivos Trust 2015; 91,966 shares held by an Irrevocable Trust Agreement, dated December 18, 1998, fbo Megan Yowell; 91,966 shares held by an Irrevocable Trust Agreement, dated December 18, 1998, fbo Seth Yowell; 60,262 shares held by the Seth Morgan Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010; 157,912 shares held by the Megan Elise Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010; 61,855 shares held by the John B. Yowell Family Trust fbo Megan Yowell; 30,212 shares held by the John B. Yowell Family Trust fbo Seth Yowell; 156,932 shares held by the Audrey Lee Congdon Grantor Retained Annuity Trust 2014; 132,075 shares held by the Audrey Lee Congdon Grantor Retained Annuity Trust; and 138,165 shares held by the David S. Congdon and Helen S. Congdon Irrevocable Inter Vivos Trust Dated April 20, 2011. She shares voting and dispositive power with respect to 1,403,238 shares (1.7%) of the Issuer’s Common Stock, consisting of 22,500 shares held by Jack M. Harris; 100,000 shares held by the Seth Morgan Yowell Grantor Retained Annuity Trust 2015; 645,976 shares held by the Earl E. Congdon GRAT Remainder Trust; 316,405 shares held by the 1998 Earl E. Congdon Family Trust; and 318,357 shares held by the Earl and Kathryn Congdon Family Irrevocable Trust – 2011. Audrey L. Congdon beneficially owns a total of 3,450,600 shares (4.1%) of the Issuer’s Common Stock.

As of December 31, 2015, Jack M. Harris beneficially owns 22,500 shares (0.0%) of the Issuer’s Common Stock. Audrey L. Congdon shares voting and dispositive power over these shares. Jack M. Harris is the spouse of Audrey L. Congdon.

As of December 31, 2015, the Audrey Lee Congdon Revocable Trust, dated February 17, 2005, beneficially owns 1,093,667 shares (1.3%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares.

As of December 31, 2015, the Audrey Lee Congdon Irrevocable Inter Vivos Trust 2015 beneficially owns 32,350 shares (0.0%) of the Issuer’s Common Stock. Audrey L. Congdon has sole voting and dispositive power over these shares.

As of December 31, 2015, an Irrevocable Trust Agreement, dated December 18, 1998, fbo Megan Yowell, beneficially owns 91,966 shares (0.1%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares. Megan Yowell is the daughter of Audrey L. Congdon.

 

Page 20 of 28 pages


CUSIP No. 679580100

As of December 31, 2015, an Irrevocable Trust Agreement, dated December 18, 1998, fbo Seth Yowell, ben eficially owns 91,966 shares (0.1%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares. Seth Yowell is the son of Audrey L. Congdon.

As of December 31, 2015, the Seth Morgan Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010 beneficially owns 60,262 shares (0.1%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares.

As of December 31, 2015, the Megan Elise Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010 beneficially owns 157,912 shares (0.2%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares.

As of December 31, 2015, the John B. Yowell Family Trust fbo Megan Yowell beneficially owns 61,855 shares (0.1%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares.

As of December 31, 2015, the John B. Yowell Family Trust fbo Seth Yowell beneficially owns 30,212 shares (0.0%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares.

As of December 31, 2015, the Audrey Lee Congdon Grantor Retained Annuity Trust 2014 beneficially owns 156,932 shares (0.2%) of the Issuer’s Common Stock. Audrey L. Congdon has sole voting and dispositive power over these shares.

As of December 31, 2015, the Audrey Lee Congdon Grantor Retained Annuity Trust 2015 beneficially owns 132,075 shares (0.2%) of the Issuer’s Common Stock. Audrey L. Congdon has sole voting and dispositive power over these shares.

As of December 31, 2015, the Seth Morgan Yowell Grantor Retained Annuity Trust 2015 beneficially owns 100,000 shares (0.2%) of the Issuer’s Common Stock. Audrey L. Congdon shares voting and dispositive power over these shares.

As of December 31, 2015, the Earl E. Congdon GRAT Remainder Trust beneficially owns 645,976 shares (0.8%) of the Issuer’s Common Stock. Audrey L. Congdon, as Co-Trustee of that trust, shares voting and dispositive power over these shares.

As of December 31, 2015, the 1998 Earl E. Congdon Family Trust beneficially owns 316,405 shares (0.4%) of the Issuer’s Common Stock. Audrey L. Congdon, as Co-Trustee of that trust, shares voting and dispositive power over these shares.

As of December 31, 2015, the Earl and Kathryn Congdon Family Irrevocable Trust - 2011 beneficially owns 318,357 shares (0.4%) of the Issuer’s Common Stock. Audrey L. Congdon, as Co-Trustee of that trust, shares voting and dispositive power over these shares.

As of December 31, 2015, the David S. Congdon and Helen S. Congdon Irrevocable Inter Vivos Trust Dated April 20, 2011 beneficially owns 138,165 shares (0.2%) of the Issuer’s Common Stock. Audrey L. Congdon, as Trustee, has sole voting and dispositive power over these shares. David S. Congdon is the brother of Audrey L. Congdon.

 

  (a) Amount beneficially owned:

 

  (i) 3,450,600

 

  (ii) 22,500

 

  (iii) 1,093,667

 

  (iv) 32,250

 

  (v) 91,966

 

  (vi) 91,966

 

  (vii) 60,262

 

  (viii)

157,912

 

Page 21 of 28 pages


CUSIP No. 679580100

 

  (ix) 61,855

 

  (x) 30,212

 

  (xi) 156,932

 

  (xii) 132,075

 

  (xiii) 100,000

 

  (xiv) 645,976

 

  (xv) 316,405

 

  (xvi) 318,357

 

  (xvii) 138,165

 

  (b) Percent of Class:

 

  (i) 4.1%

 

  (ii) 0.0%

 

  (iii) 1.3%

 

  (iv) 0.0%

 

  (v) 0.1%

 

  (vi) 0.1%

 

  (vii) 0.1%

 

  (viii) 0.2%

 

  (ix) 0.1%

 

  (x) 0.0%

 

  (xi) 0.2%

 

  (xii) 0.2%

 

  (xiii) 0.1%

 

  (xiv) 0.8%

 

  (xv) 0.4%

 

  (xvi) 0.4%

 

  (xvii) 0.2%

 

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

 

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

 

  (i) 2,047,362

 

  (ii) -0-

 

  (iii) 1,093,667

 

  (iv) 32,350

 

  (v) 91,966

 

  (vi) 91,966

 

  (vii) 60,262

 

  (viii) 157,912

 

  (ix) 61,855

 

  (x) 30,212

 

  (xi) 156,932

 

  (xii) 132,075

 

  (xiii) -0-

 

  (xiv) -0-

 

  (xv) -0-

 

  (xvi) -0-

 

  (xvii) 138,165

 

Page 22 of 28 pages


CUSIP No. 679580100

 

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

 

  (i) 1,403,238

 

  (ii) 22,500

 

  (iii) -0-

 

  (iv) -0-

 

  (v) -0-

 

  (vi) -0-

 

  (vii) -0-

 

  (viii) -0-

 

  (ix) -0-

 

  (x) -0-

 

  (xi) -0-

 

  (xii) -0-

 

  (xiii) 100,000

 

  (xiv) 645,976

 

  (xv) 316,405

 

  (xvi) 318,357

 

  (xvii) -0-

 

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

 

  (i) 2,047,362

 

  (ii) -0-

 

  (iii) 1,093,667

 

  (iv) 32,350

 

  (v) 91,966

 

  (vi) 91,966

 

  (vii) 60,262

 

  (viii) 157,912

 

  (ix) 61,855

 

  (x) 30,212

 

  (xi) 156,932

 

  (xii) 132,075

 

  (xiii) -0-

 

  (xiv) -0-

 

  (xv) -0-

 

  (xvi) -0-

 

  (xvii) 138,165

 

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

 

  (i) 1,403,238

 

  (ii) 22,500

 

  (iii) -0-

 

  (iv) -0-

 

  (v) -0-

 

  (vi) -0-

 

  (vii) -0-

 

  (viii) -0-

 

  (ix) -0-

 

  (x) -0-

 

  (xi) -0-

 

  (xii)

-0-

 

Page 23 of 28 pages


CUSIP No. 679580100

 

  (xiii) 100,000

 

  (xiv) 645,976

 

  (xv) 316,405

 

  (xvi) 318,357

 

  (xvii) -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:  x

 

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 24 of 28 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 10, 2016

 

< td valign="top">
AUDREY L. CONGDON

/s/ Audrey L. Congdon

Audrey L. Congdon
JACK M. HARRIS

/s/ Jack M. Harris

Jack M. Harris
AUDREY LEE CONGDON REVOCABLE TRUST, DATED FEBRUARY 17, 2005
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
AUDREY LEE CONGDON IRREVOCABLE INTER VIVOS TRUST 2015
By:   Atlantic Trust Company, NA, Trustee
  By:  

/s/ Leah M. Caracheo

    Leah M. Caracheo, Senior Vice President
IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO MEGAN YOWELL
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO SETH YOWELL
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
SETH MORGAN YOWELL IRREVOCABLE INTER VIVOS TRUST DATED AUGUST 25, 2010
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
MEGAN ELISE YOWELL IRREVOCABLE INTER VIVOS TRUST DATED AUGUST 25, 2010
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee

 

Page 25 of 28 pages


CUSIP No. 679580100

 

JOHN B. YOWELL FAMILY TRUST FBO MEGAN YOWELL
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
JOHN B. YOWELL FAMILY TRUST FBO SETH YOWELL
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
AUDREY LEE CONGDON GRANTOR RETAINED ANNUITY TRUST 2014
By:   Atlantic Trust Company, NA, Trustee
  By:  

/s/ Leah M. Caracheo

    Leah M. Caracheo, Senior Vice President
AUDREY LEE CONGDON GRANTOR RETAINED ANNUITY TRUST 2015
By:   Atlantic Trust Company, NA, Trustee
  By:  

/s/ Leah M. Caracheo

    Leah M. Caracheo, Senior Vice President
SETH MORGAN YOWELL GRANTOR RETAINED ANNUITY TRUST 2015
By:   Atlantic Trust Company, NA, Trustee
  By:  

/s/ Leah M. Caracheo

    Leah M. Caracheo, Senior Vice President
EARL E. CONGDON GRAT REMAINDER TRUST
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Co-Trustee
1998 EARL E. CONGDON FAMILY TRUST
By:  

/s/ Audrey L. Congdon

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

/s/ Audrey L. Congdon

  Audrey L. Congdon, Co-Trustee
DAVID S. CONGDON AND HELEN S. CONGDON IRREVOCABLE INTER VIVOS TRUST DATED APRIL 20, 2011
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee

 

Page 26 of 28 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 10, 2016.

 

AUDREY L. CONGDON

/s/ Audrey L. Congdon

Audrey L. Congdon
JACK M. HARRIS

/s/ Jack M. Harris

Jack M. Harris
AUDREY LEE CONGDON REVOCABLE TRUST, DATED FEBRUARY 17, 2005
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
AUDREY LEE CONGDON IRREVOCABLE INTER VIVOS TRUST 2015
By:   Atlantic Trust Company, NA, Trustee
  By:  

/s/ Leah M. Caracheo

    Leah M. Caracheo, Senior Vice President
IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO MEGAN YOWELL
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO SETH YOWELL
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
SETH MORGAN YOWELL IRREVOCABLE INTER VIVOS TRUST DATED AUGUST 25, 2010
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
MEGAN ELISE YOWELL IRREVOCABLE INTER VIVOS TRUST DATED AUGUST 25, 2010
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee

 

Page 27 of 28 pages


CUSIP No. 679580100

 

JOHN B. YOWELL FAMILY TRUST FBO MEGAN YOWELL
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
JOHN B. YOWELL FAMILY TRUST FBO SETH YOWELL
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee
AUDREY LEE CONGDON GRANTOR RETAINED ANNUITY TRUST 2014
By:   Atlantic Trust Company, NA, Trustee
  By:  

/s/ Leah M. Caracheo

    Leah M. Caracheo, Senior Vice President
AUDREY LEE CONGDON GRANTOR RETAINED ANNUITY TRUST 2015
By:   Atlantic Trust Company, NA, Trustee
  By:  

/s/ Leah M. Caracheo

    Leah M. Caracheo, Senior Vice President
SETH MORGAN YOWELL GRANTOR RETAINED ANNUITY TRUST 2015
By:   Atlantic Trust Company, NA, Trustee
  By:  

/s/ Leah M. Caracheo

    Leah M. Caracheo, Senior Vice President
EARL E. CONGDON GRAT REMAINDER TRUST
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Co-Trustee
1998 EARL E. CONGDON FAMILY TRUST
By:  

/s/ Audrey L. Congdon

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

/s/ Audrey L. Congdon

  Audrey L. Congdon, Co-Trustee
DAVID S. CONGDON AND HELEN S. CONGDON IRREVOCABLE INTER VIVOS TRUST DATED APRIL 20, 2011
By:  

/s/ Audrey L. Congdon

  Audrey L. Congdon, Trustee

 

Page 28 of 28 pages