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. 22)*

 

 

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, 2016

(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)

☒ 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)

 

David S. Congdon

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ☐        (b)  ☒

 

  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

 

2,009,087 (See Item 4)

   6.   

SHARED VOTING POWER

 

2,772,089 (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

2,009,087 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

2,772,089 (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

4,781,176

10.  

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

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

5.8%

12.  

TYPE OF REPORTING PERSON

 

IN (See Item 4)

 

 

Page 2 of 36 pages

CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

David S. Congdon Revocable Trust, dated December 3, 1991

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ☐        (b)  ☒

 

  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

 

643,161 (See Item 4)

   6.   

SHARED VOTING POWER

 

-0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

643,161 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

-0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

643,161

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 3 of 36 pages

CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

David S. Congdon Irrevocable Trust #1, dated December 1, 1992

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ☐        (b)  ☒

 

  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

 

629,776 (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

-0- (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

629,776 (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

629,776

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 4 of 36 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 Marilyn Congdon

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ☐        (b)  ☒

 

  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

 

92,409 (See Item 4)

   6.   

SHARED VOTING POWER

 

-0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

92,409 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

-0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

92,409

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 5 of 36 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 Kathryn Congdon

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ☐        (b)  ☒

 

  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

 

92,410 (See Item 4)

   6.   

SHARED VOTING POWER

 

-0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

92,410 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

-0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

92,410

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 36 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 Ashlyn Congdon

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ☐        (b)  ☒

 

  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

 

92,410 (See Item 4)

   6.   

SHARED VOTING POWER

 

-0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

92,410 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

-0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

92,410

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 36 pages

CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

Ashlyn Lane Congdon Revocable Intervivos Trust, dated December 7, 2010

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ☐        (b)  ☒

 

  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

 

160,993 (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

-0- (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

160,993 (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

160,993

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 8 of 36 pages

CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

Kathryn Congdon Harrell Grantor Retained Annuity Trust 2015

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ☐        (b)  ☒

 

  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

 

41,411 (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

-0- (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

41,411 (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

41,411

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 9 of 36 pages

CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

Kathryn Congdon Harrell Grantor Retained Annuity Trust 2016

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ☐        (b)  ☒

 

  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 10 of 36 pages

CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

Marilyn Congdon Nowell Grantor Retained Annuity Trust 2015

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ☐        (b)  ☒

 

  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

 

41,411 (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

-0- (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

41,411 (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

41,411

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 11 of 36 pages

CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

Marilyn Congdon Nowell Grantor Retained Annuity Trust 2016

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ☐        (b)  ☒

 

  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 12 of 36 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)  ☒

 

  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 13 of 36 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)  ☒

 

  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 14 of 36 pages

CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

Helen S. Congdon Revocable Inter Vivos Trust, dated April 24, 2012

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ☐        (b)  ☒

 

  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

 

89,384 (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

-0- (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

89,384 (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

89,384

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 15 of 36 pages

CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

Seay Family Trust, dated November 21, 2012

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ☐        (b)  ☒

 

  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

 

29,125 (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

-0- (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

29,125 (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

29,125

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 16 of 36 pages

CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

David S. Congdon Grantor Retained Annuity Trust 2015

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ☐        (b)  ☒

 

  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

 

82,271 (See Item 4)

   6.   

SHARED VOTING POWER

 

-0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

82,271 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

-0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

82,271

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 17 of 36 pages

CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

David S. Congdon Grantor Retained Annuity Trust 2016

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ☐        (b)  ☒

 

  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

 

265,000 (See Item 4)

   6.   

SHARED VOTING POWER

 

-0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

265,000 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

-0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

265,000

10.  

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

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

0.3%

12.  

TYPE OF REPORTING PERSON

 

OO (See Item 4)

 

 

Page 18 of 36 pages

CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

David S. Congdon Irrevocable Trust #2, dated November 18, 1999

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ☐        (b)  ☒

 

  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

 

299,251 (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

-0- (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

299,251 (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

299,251

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 19 of 36 pages

CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

Audrey L. Congdon Irrevocable Trust #1, dated December 1, 1992

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ☐        (b)  ☒

 

  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

 

385,781 (See Item 4)

   6.   

SHARED VOTING POWER

 

-0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

385,781 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

-0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

385,781

10.  

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

 

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

 

0.5%

12.  

TYPE OF REPORTING PERSON

 

OO (See Item 4)

 

 

Page 20 of 36 pages

CUSIP No. 679580100

 

  1.   

NAME OF REPORTING PERSON

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

 

Audrey L. Congdon Irrevocable Trust #2, dated May 28, 2004

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ☐        (b)  ☒

 

  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

 

294,813 (See Item 4)

   6.   

SHARED VOTING POWER

 

-0- (See Item 4)

   7.   

SOLE DISPOSITIVE POWER

 

294,813 (See Item 4)

   8.   

SHARED DISPOSITIVE POWER

 

-0- (See Item 4)

  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

294,813

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 21 of 36 pages

CUSIP No. 679580100

 

  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)  ☒

 

  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 22 of 36 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) David S. Congdon
  (ii) David S. Congdon Revocable Trust, dated December 3, 1991
  (iii) David S. Congdon Irrevocable Trust #1, dated December 1, 1992
  (iv) Irrevocable Trust, dated December 18, 1998, fbo Marilyn Congdon
  (v) Irrevocable Trust, dated December 18, 1998, fbo Kathryn Congdon
  (vi) Irrevocable Trust, dated December 18, 1998, fbo Ashlyn Congdon
  (vii) Ashlyn Lane Congdon Revocable Intervivos Trust, dated December 7, 2010
  (viii) Kathryn Congdon Harrell Grantor Retained Annuity Trust 2015
  (ix) Kathryn Congdon Harrell Grantor Retained Annuity Trust 2016
  (x) Marilyn Congdon Nowell Grantor Retained Annuity Trust 2015
  (xi) Marilyn Congdon Nowell Grantor Retained Annuity Trust 2016
  (xii) 1998 Earl E. Congdon Family Trust
  (xiii) Earl and Kathryn Congdon Family Irrevocable Trust - 2011
  (xiv) Helen S. Congdon Revocable Inter Vivos Trust, dated April 24, 2012
  (xv) Seay Family Trust, dated November 21, 2012
  (xvi) David S. Congdon Grantor Retained Annuity Trust 2015
  (xvii) David S. Congdon Grantor Retained Annuity Trust 2016
  (xviii) David S. Congdon Irrevocable Trust #2, dated November 18, 1999
  (xix) Audrey L. Congdon Irrevocable Trust #1, dated December 1, 1992
  (xx) Audrey L. Congdon Irrevocable Trust #2, dated May 28, 2004
  (xxi) Earl E. Congdon GRAT Remainder Trust

 

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

 

        As to (i) through (xii) and (xiv) through (xx):   500 Old Dominion Way
  Thomasville, NC 27360
        As to (xiii) and (xxi):   20 Harborage Isle
  Fort Lauderdale, FL 33316

 

(c) Citizenship:

 

        As to (i)   USA
        As to (ii) through (xi) and (xiv) through (xx)   North Carolina
        As to (xii)   Virginia
        As to (xiii) and (xxi):   Florida

 

Page 23 of 36 pages

CUSIP No. 679580100

 

(d) Title of Class of Securities:

Common Stock ($0.10 par value)

 

(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 David S. Congdon, the David S. Congdon Revocable Trust, dated December 3, 1991, the David S. Congdon Irrevocable Trust #1, dated December 1, 1992, the Irrevocable Trust, dated December 18, 1998, fbo Marilyn Congdon, the Irrevocable Trust, dated December 18, 1998, fbo Kathryn Congdon, the Irrevocable Trust, dated December 18, 1998, fbo Ashlyn Congdon, the Ashlyn Lane Congdon Revocable Intervivos Trust, dated December 7, 2010, the Kathryn Congdon Harrell Grantor Retained Annuity Trust 2015, the Kathryn Congdon Harrell Grantor Retained Annuity Trust 2016, the Marilyn Congdon Nowell Grantor Retained Annuity Trust 2015, the Marilyn Congdon Nowell Grantor Retained Annuity Trust 2016, the 1998 Earl E. Congdon Family Trust, the Earl and Kathryn Congdon Family Irrevocable Trust - 2011, the Helen S. Congdon Revocable Inter Vivos Trust, dated April 24, 2012, the Seay Family Trust, dated November 21, 2012, the David S. Congdon Grantor Retained Annuity Trust 2015, the David S. Congdon Grantor Retained Annuity Trust 2016, the David S. Congdon Irrevocable Trust #2, dated November 18, 1999, the Audrey L. Congdon Irrevocable Trust #1, dated December 1, 1992, the Audrey L. Congdon Irrevocable Trust #2, dated May 28, 2004, and the Earl E. Congdon GRAT Remainder Trust. The total securities reported is 4,781,176 shares of the Issuer’s Common Stock, which constitutes 5.8% of such shares as of December 31, 2016.

As of December 31, 2016, David S. Congdon has sole voting and dispositive power with respect to 2,009,087 shares (2.4%) of the Issuer’s Common Stock, of which 5,334 shares are held directly by David S. Congdon, 55,498 shares are held by David S. Congdon in his 401(k) plan, 643,161 shares are held by the David S. Congdon Revocable Trust, dated December 3, 1991, 92,409 shares are held by an Irrevocable Trust, dated December 18, 1998, fbo Marilyn Congdon, 92,410 shares are held an Irrevocable Trust, dated December 18, 1998, fbo Kathryn Congdon, 92,410 shares are held by an Irrevocable Trust, dated December 18, 1998, fbo Ashlyn Congdon, 82,271 shares are held by the David S. Congdon Grantor Retained Annuity Trust 2015, 265,000 shares are held by the David S. Congdon Grantor Retained Annuity Trust 2016, 385,781 shares are held by the Audrey L. Congdon Irrevocable Trust #1, dated December 1, 1992, and 294,813 shares are held by the Audrey L. Congdon Irrevocable Trust #2, dated May 28, 2004. He shares voting and dispositive power with respect to 2,772,089 shares (3.4%) of the Issuer’s Common Stock, consisting of 629,776 shares held by the David S. Congdon Irrevocable Trust #1, dated December 1, 1992, 160,993 shares held by the Ashlyn Lane Congdon Revocable Intervivos Trust, dated December 7, 2010, 41,411 shares held by the Kathryn Congdon Harrell Grantor Retained Annuity Trust 2015, 100,000 shares held by the Kathryn Congdon Harrell Grantor Retained Annuity Trust

 

Page 24 of 36 pages

CUSIP No. 679580100

 

2016, 41,411 shares held by the Marilyn Congdon Nowell Grantor Retained Annuity Trust 2015, 100,000 shares held by the Marilyn Congdon Nowell Grantor Retained Annuity Trust 2016, 316,405 shares held by the 1998 Earl E. Congdon Family Trust, 318,357 shares held by the Earl and Kathryn Congdon Family Irrevocable Trust – 2011, 89,384 shares held by the Helen S. Congdon Revocable Inter Vivos Trust, dated April 24, 2012, 29,125 shares held by the Seay Family Trust, dated November 21, 2012, 299,251 shares held by the David S. Congdon Irrevocable Trust #2, dated November 18, 1999 and 645,976 shares held by the Earl E. Congdon GRAT Remainder Trust. David S. Congdon beneficially owns a total of 4,781,176 shares (5.8%) of the Issuer’s Common Stock.

As of December 31, 2016, the David S. Congdon Revocable Trust, dated December 3, 1991, owns directly 643,161 shares (0.8%) of the Issuer’s Common Stock. David S. Congdon, as Trustee, has sole voting and sole dispositive power over those shares.

As of December 31, 2016, the David S. Congdon Irrevocable Trust #1, dated December 1, 1992, owns directly 629,776 shares (0.8%) of the Issuer’s Common Stock. Although Mr. Congdon’s wife, Helen Congdon, as Trustee, has sole voting and sole dispositive power over those shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.

As of December 31, 2016, an Irrevocable Trust, dated December 18, 1998, fbo Marilyn Congdon, has sole voting and dispositive power with respect to 92,409 shares (0.1%) of the Issuer’s Common Stock. David S. Congdon is the Trustee. Marilyn Congdon is a child of David S. Congdon.

As of December 31, 2016, an Irrevocable Trust, dated December 18, 1998, fbo Kathryn Congdon, has sole voting and dispositive power with respect to 92,410 shares (0.1%) of the Issuer’s Common Stock. David S. Congdon is the Trustee. Kathryn Congdon is a child of David S. Congdon.

As of December 31, 2016, an Irrevocable Trust, dated December 18, 1998, fbo Ashlyn Congdon, has sole voting and dispositive power with respect to 92,410 shares (0.1%) of the Issuer’s Common Stock. David S. Congdon is the Trustee. Ashlyn Congdon is a child of David S. Congdon.

As of December 31, 2016, the Ashlyn Lane Congdon Revocable Intervivos Trust, dated December 7, 2010, beneficially owns 160,993 shares (0.2%) of the Issuer’s Common Stock. Although Mr. Congdon’s daughter, Ashlyn Congdon, as Trustee, has sole voting and dispositive power over these shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.

As of December 31, 2016, the Kathryn Congdon Harrell Grantor Retained Annuity Trust 2015 beneficially owns 41,411 shares (0.1%) of the Issuer’s Common Stock. Although Mr. Congdon’s daughter, Kathryn Congdon Harrell, has sole voting and dispositive power over these shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.

As of December 31, 2016, the Kathryn Congdon Harrell Grantor Retained Annuity Trust 2016 beneficially owns 100,000 shares (0.1%) of the Issuer’s Common Stock. Although Mr. Congdon’s daughter, Kathryn Congdon Harrell, has sole voting and dispositive power over these shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.

 

Page 25 of 36 pages

CUSIP No. 679580100

 

As of December 31, 2016, the Marilyn Congdon Nowell Grantor Retained Annuity Trust 2015 beneficially owns 41,411 shares (0.1%) of the Issuer’s Common Stock. Although Mr. Congdon’s daughter, Marilyn Congdon Nowell, has sole voting and dispositive power over these shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.

As of December 31, 2016, the Marilyn Congdon Nowell Grantor Retained Annuity Trust 2016 beneficially owns 100,000 shares (0.1%) of the Issuer’s Common Stock. Although Mr. Congdon’s daughter, Marilyn Congdon Nowell, has sole voting and dispositive power over these shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.

As of December 31, 2016, the 1998 Earl E. Congdon Family Trust, dated July 23, 2003, beneficially owns 316,405 shares (0.4%) of the Issuer’s Common Stock. David S. Congdon is Co-Trustee of that trust.

As of December 31, 2016, the Earl and Kathryn Congdon Family Irrevocable Trust - 2011 owns 318,357 shares (0.4%) of the Issuer’s Common Stock. David S. Congdon is Co-Trustee of that trust.

As of December 31, 2016, the Helen S. Congdon Revocable Inter Vivos Trust, dated April 24, 2012, owns directly 89,384 shares (0.1%) of the Issuer’s Common Stock. Although Mr. Congdon’s wife, Helen Congdon, as Trustee, has sole voting and sole dispositive power over those shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.

As of December 31, 2016, the Seay Family Trust, dated November 21, 2012, owns directly 29,125 shares (0.0%) of the Issuer’s Common Stock. Although Mr. Congdon’s wife, Helen Congdon, as Trustee, has sole voting and sole dispositive power over those shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.

As of December 31, 2016, David S. Congdon, as Trustee and grantor of the David S. Congdon Grantor Retained Annuity Trust 2015, has sole voting and dispositive power with respect to 82,271 shares (0.1%) of the Issuer’s Common Stock held by the David S. Congdon Grantor Retained Annuity Trust 2015.

As of December 31, 2016, David S. Congdon, as Trustee and grantor of the David S. Congdon Grantor Retained Annuity Trust 2016, has sole voting and dispositive power with respect to 265,000 shares (0.3%) of the Issuer’s Common Stock held by the David S. Congdon Grantor Retained Annuity Trust 2016.

As of December 31, 2016, the David S. Congdon Irrevocable Trust #2, dated November 18, 1999, owns directly 299,251 shares (0.4%) of the Issuer’s Common Stock. Although Mr. Congdon’s wife, Helen Congdon, as Trustee, has sole voting and dispositive power over these shares, they are shown below under c(ii) and c(iv) as shared voting and power to dispose.

 

Page 26 of 36 pages

CUSIP No. 679580100

 

As of December 31, 2016, the Audrey L. Congdon Irrevocable Trust #1, dated December 1, 1992, owns directly 385,781 shares (0.5%) of the Issuer’s Common Stock. David S. Congdon has sole voting and dispositive power over these shares as Trustee of that trust. Audrey L. Congdon is the sister of David S. Congdon.

As of December 31, 2016, the Audrey L. Congdon Irrevocable Trust #2, dated May 28, 2004, owns directly 294,813 shares (0.4%) of the Issuer’s Common Stock. David S. Congdon has sole voting and dispositive power over these shares as Trustee of that trust. Audrey L. Congdon is the sister of David S. Congdon.

As of December 31, 2016, the Earl E. Congdon GRAT Remainder Trust beneficially owns 645,976 shares (0.8%) of the Issuer’s Common Stock. David S. Congdon is Co-Trustee of that trust.

 

  (a) Amount beneficially owned:

 

  (i) 4,781,176
  (ii) 643,161
  (iii) 629,776
  (iv) 92,409
  (v) 92,410
  (vi) 92,410
  (vii) 160,993
  (viii) 41,411
  (ix) 100,000
  (x) 41,411
  (xi) 100,000
  (xii) 316,405
  (xiii) 318,357
  (xiv) 89,384
  (xv) 29,125
  (xvi) 82,271
  (xvii) 265,000
  (xviii) 299,251
  (xix) 385,781
  (xx) 294,813
  (xxi) 645,976

 

  (b) Percent of Class:

 

  (i) 5.8%
  (ii) 0.8%
  (iii) 0.8%
  (iv) 0.1%
  (v) 0.1%
  (vi) 0.1%
  (vii) 0.2%
  (viii) 0.1%
  (ix) 0.1%
  (x) 0.1%

 

Page 27 of 36 pages

CUSIP No. 679580100

 

  (xi) 0.1%
  (xii) 0.4%
  (xiii) 0.4%
  (xiv) 0.1%
  (xv) 0.0%
  (xvi) 0.1%
  (xvii) 0.3%
  (xviii) 0.4%
  (xix) 0.5%
  (xx) 0.4%
  (xxi) 0.8%

 

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

 

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

 

  (i) 2,009,087
  (ii) 643,161
  (iii) -0-
  (iv) 92,409
  (v) 92,410
  (vi) 92,410
  (vii) -0-
  (viii) -0-
  (ix) -0-
  (x) -0-
  (xi) -0-
  (xii) -0-
  (xiii) -0-
  (xiv) -0-
  (xv) -0-
  (xvi) 82,271
  (xvii) 265,000
  (xviii) -0-
  (xix) 385,781
  (xx) 294,813
  (xxi) -0-

 

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

 

  (i) 2,772,089
  (ii) -0-
  (iii) 629,776
  (iv) -0-
  (v) -0-
  (vi) -0-
  (vii) 160,993
  (viii) 41,411
  (ix) 100,000
  (x) 41,411

 

Page 28 of 36 pages

CUSIP No. 679580100

 

  (xi) 100,000
  (xii) 316,405
  (xiii) 318,357
  (xiv) 89,384
  (xv) 29,125
  (xvi) -0-
  (xvii) -0-
  (xviii) 299,251
  (xix) -0-
  (xx) -0-
  (xxi) 645,976

 

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

 

  (i) 2,009,087
  (ii) 643,161
  (iii) -0-
  (iv) 92,409
  (v) 92,410
  (vi) 92,410
  (vii) -0-
  (viii) -0-
  (ix) -0-
  (x) -0-
  (xi) -0-
  (xii) -0-
  (xiii) -0-
  (xiv) -0-
  (xv) -0-
  (xvi) 82,271
  (xvii) 265,000
  (xviii) -0-
  (xix) 385,781
  (xx) 294,813
  (xxi) -0-

 

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

 

  (i) 2,772,089
  (ii) -0-
  (iii) 629,776
  (iv) -0-
  (v) -0-
  (vi) -0-
  (vii) 160,993
  (viii) 41,411
  (ix) 100,000
  (x) 41,411
  (xi) 100,000
  (xii) 316,405

 

Page 29 of 36 pages

CUSIP No. 679580100

 

  (xiii) 318,357
  (xiv) 89,384
  (xv) 29,125
  (xvi) -0-
  (xvii) -0-
  (xviii) 299,251
  (xix) -0-
  (xx) -0-
  (xxi) 645,976

 

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: [    ]

 

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 30 of 36 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, 2017

 

DAVID S. CONGDON

/s/ David S. Congdon

David S. Congdon

DAVID S. CONGDON REVOCABLE TRUST, DATED DECEMBER 3, 1991

By:  

    /s/ David S. Congdon

      David S. Congdon, Trustee

DAVID S. CONGDON IRREVOCABLE TRUST #1, DATED DECEMBER 1, 1992

By:  

    /s/ Helen S. Congdon

      Helen S. Congdon, Trustee

IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO MARILYN CONGDON

By:  

    /s/ David S. Congdon

      David S. Congdon, Trustee

IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO KATHRYN CONGDON

By:  

    /s/ David S. Congdon

      David S. Congdon, Trustee

IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO ASHLYN CONGDON

By:  

    /s/ David S. Congdon

      David S. Congdon, Trustee

ASHLYN LANE CONGDON REVOCABLE INTERVIVOS TRUST, DATED DECEMBER 7, 2010

By:  

    /s/ David S. Congdon

 

    David S. Congdon, by Power of Attorney

    for Ashlyn L. Congdon, Trustee

KATHRYN CONGDON HARRELL GRANTOR RETAINED ANNUITY TRUST 2015

By: Atlantic Trust Company, NA, Trustee
                By:  

    /s/ Leah M. Caracheo

      Leah M. Caracheo, Senior Vice President

 

Page 31 of 36 pages

CUSIP No. 679580100

 

KATHRYN CONGDON HARRELL GRANTOR RETAINED ANNUITY TRUST 2016

 

By: Atlantic Trust Company, NA, Trustee
                By:  

    /s/ Leah M. Caracheo

      Leah M. Caracheo, Senior Vice President

MARILYN CONGDON NOWELL GRANTOR RETAINED ANNUITY TRUST 2015

 

By: Atlantic Trust Company, NA, Trustee
                By:  

    /s/ Leah M. Caracheo

      Leah M. Caracheo, Senior Vice President

MARILYN CONGDON NOWELL GRANTOR RETAINED ANNUITY TRUST 2016

 

By: Atlantic Trust Company, NA, Trustee
                By:  

    /s/ Leah M. Caracheo

      Leah M. Caracheo, Senior Vice President

1998 EARL E. CONGDON FAMILY TRUST

 

By:  

    /s/ David S. Congdon

      David S. Congdon, Co-Trustee

EARL AND KATHRYN CONGDON FAMILY IRREVOCABLE TRUST - 2011

 

By:  

    /s/ David S. Congdon

      David S. Congdon, Co-Trustee

HELEN S. CONGDON REVOCABLE INTER VIVOS TRUST, DATED APRIL 24, 2012

 

By:  

    /s/ Helen S. Congdon

      Helen S. Congdon, Trustee

SEAY FAMILY TRUST, DATED NOVEMBER 21, 2012

 

By:  

    /s/ Helen S. Congdon

      Helen S. Congdon, Trustee

DAVID S. CONGDON GRANTOR RETAINED ANNUITY TRUST 2015

 

By:  

    /s/ David S. Congdon

      David S. Congdon, Trustee

DAVID S. CONGDON GRANTOR RETAINED ANNUITY TRUST 2016

 

By:  

    /s/ David S. Congdon

      David S. Congdon, Trustee

 

Page 32 of 36 pages

CUSIP No. 679580100

 

DAVID S. CONGDON IRREVOCABLE TRUST #2, DATED NOVEMBER 18, 1999

 

By:  

    /s/ Helen S. Congdon

      Helen S. Congdon, Trustee

AUDREY L. CONGDON IRREVOCABLE TRUST #1, DATED DECEMBER 1, 1992

 

By:  

    /s/ David S. Congdon

      David S. Congdon, Trustee

AUDREY L. CONGDON IRREVOCABLE TRUST #2, DATED MAY 28, 2004

 

By:  

    /s/ David S. Congdon

      David S. Congdon, Trustee

EARL E. CONGDON GRAT REMAINDER TRUST

 

By:  

    /s/ David S. Congdon

      David S. Congdon, Co-Trustee

 

Page 33 of 36 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, 2017.

DAVID S. CONGDON

 

/s/ David S. Congdon
David S. Congdon

DAVID S. CONGDON REVOCABLE TRUST, DATED DECEMBER 3, 1991

 

By:  

    /s/ David S. Congdon

      David S. Congdon, Trustee

DAVID S. CONGDON IRREVOCABLE TRUST #1, DATED DECEMBER 1, 1992

 

By:  

    /s/ Helen S. Congdon

      Helen S. Congdon, Trustee

IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO MARILYN CONGDON

 

By:  

    /s/ David S. Congdon

      David S. Congdon, Trustee

IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO KATHRYN CONGDON

 

By:  

    /s/ David S. Congdon

      David S. Congdon, Trustee

IRREVOCABLE TRUST, DATED DECEMBER 18, 1998, FBO ASHLYN CONGDON

 

By:  

    /s/ David S. Congdon

      David S. Congdon, Trustee

ASHLYN LANE CONGDON REVOCABLE INTERVIVOS TRUST, DATED DECEMBER 7, 2010

 

By:  

    /s/ David S. Congdon

 

    David S. Congdon, by Power of Attorney

    for Ashlyn L. Congdon, Trustee

KATHRYN CONGDON HARRELL GRANTOR RETAINED ANNUITY TRUST 2015

 

By: Atlantic Trust Company, NA, Trustee
                By:  

    /s/ Leah M. Caracheo

      Leah M. Caracheo, Senior Vice President

 

Page 34 of 36 pages

CUSIP No. 679580100

 

KATHRYN CONGDON HARRELL GRANTOR RETAINED ANNUITY TRUST 2016

 

By: Atlantic Trust Company, NA, Trustee
                By:  

    /s/ Leah M. Caracheo

      Leah M. Caracheo, Senior Vice President

MARILYN CONGDON NOWELL GRANTOR RETAINED ANNUITY TRUST 2015

 

By: Atlantic Trust Company, NA, Trustee
                By:  

    /s/ Leah M. Caracheo

      Leah M. Caracheo, Senior Vice President

MARILYN CONGDON NOWELL GRANTOR RETAINED ANNUITY TRUST 2016

 

By: Atlantic Trust Company, NA, Trustee
                By:  

    /s/ Leah M. Caracheo

      Leah M. Caracheo, Senior Vice President

1998 EARL E. CONGDON FAMILY TRUST

 

By:  

    /s/ David S. Congdon

      David S. Congdon, Co-Trustee

EARL AND KATHRYN CONGDON FAMILY IRREVOCABLE TRUST - 2011

 

By:  

    /s/ David S. Congdon

      David S. Congdon, Co-Trustee

HELEN S. CONGDON REVOCABLE INTER VIVOS TRUST, DATED APRIL 24, 2012

 

By:  

    /s/ Helen S. Congdon

      Helen S. Congdon, Trustee

SEAY FAMILY TRUST, DATED NOVEMBER 21, 2012

 

By:  

    /s/ Helen S. Congdon

      Helen S. Congdon, Trustee

DAVID S. CONGDON GRANTOR RETAINED ANNUITY TRUST 2015

 

By:  

    /s/ David S. Congdon

      David S. Congdon, Trustee

 

Page 35 of 36 pages

CUSIP No. 679580100

 

DAVID S. CONGDON GRANTOR RETAINED ANNUITY TRUST 2016

 

By:  

    /s/ David S. Congdon

      David S. Congdon, Trustee

DAVID S. CONGDON IRREVOCABLE TRUST #2, DATED NOVEMBER 18, 1999

 

By:  

    /s/ Helen S. Congdon

      Helen S. Congdon, Trustee

AUDREY L. CONGDON IRREVOCABLE TRUST #1, DATED DECEMBER 1, 1992

 

By:  

    /s/ David S. Congdon

      David S. Congdon, Trustee

AUDREY L. CONGDON IRREVOCABLE TRUST #2, DATED MAY 28, 2004

 

By:  

    /s/ David S. Congdon

      David S. Congdon, Trustee

EARL E. CONGDON GRAT REMAINDER TRUST

 

By:  

    /s/ David S. Congdon

      David S. Congdon, Co-Trustee

 

Page 36 of 36 pages

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