Schedule 13D Amendment No. 1

 

 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

 

SCHEDULE 13D

Rule 13d-101

INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT

TO § 240.13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO

§ 240.13d-2(a)

(Amendment No. 1)*

 

 

Old Dominion Freight Line, Inc.

(Name of issuer)

 

 

Common Stock, $0.10 par value per share

(Title of class of securities)

    679580100

(CUSIP number)

Joel B. McCarty, Jr.

c/o Old Dominion Freight Line, Inc.

500 Old Dominion Way

Thomasville, North Carolina 27360

(336) 889-5000

(Name, address and telephone number of person authorized to receive notices and communications)

    September 16, 2010

(Date of event which requires filing of this statement)

 

 

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.  ¨


Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See §240.13d-7 for other parties to whom copies are to be sent.

 

*   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 disclosures provided in a prior cover page.

The information required on 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).

 

 

 

 

2


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

Earl E. Congdon

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    U.S.

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    1,959,775

     8.   

Shared voting power

 

    210,937

     9.   

Sole dispositive power

 

    1,959,775

   10.   

Shared dispositive power

 

    210,937

11.

 

Aggregate amount beneficially owned by each reporting person

 

    2,170,712

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  x

 

13.

 

Percent of class represented by amount in Row (11)

 

    3.9%

14.

 

Type of reporting person (see instructions)

 

    IN

 

3


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

David S. Congdon

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    U.S.

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    1,275,012

     8.   

Shared voting power

 

    1,218,727

     9.   

Sole dispositive power

 

    1,275,012

   10.   

Shared dispositive power

 

    1,218,727

11.

 

Aggregate amount beneficially owned by each reporting person

 

    2,493,739

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    4.5%

14.

 

Type of reporting person (see instructions)

 

    IN

 

4


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

Marilyn M. Congdon

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    U.S.

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    0

     8.   

Shared voting power

 

    135,829

     9.   

Sole dispositive power

 

    0

   10.   

Shared dispositive power

 

    135,829

11.

 

Aggregate amount beneficially owned by each reporting person

 

    135,829

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    0.2%

14.

 

Type of reporting person (see instructions)

 

    IN

 

5


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

Kathryn L. Congdon

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    U.S.

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    0

     8.   

Shared voting power

 

    135,829

     9.   

Sole dispositive power

 

    0

   10.   

Shared dispositive power

 

    135,829

11.

 

Aggregate amount beneficially owned by each reporting person

 

    135,829

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    0.2%

14.

 

Type of reporting person (see instructions)

 

    IN

 

6


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

Helen S. Congdon

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    U.S.

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    0

     8.   

Shared voting power

 

    516,418

     9.   

Sole dispositive power

 

    0

   10.   

Shared dispositive power

 

    516,418

11.

 

Aggregate amount beneficially owned by each reporting person

 

    516,418

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    0.9%

14.

 

Type of reporting person (see instructions)

 

    IN

 

7


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

Audrey L. Congdon

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    U.S.

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    632,345

     8.   

Shared voting power

 

    2,173,708

     9.   

Sole dispositive power

 

    632,345

   10.   

Shared dispositive power

 

    2,173,708

11.

 

Aggregate amount beneficially owned by each reporting person

 

    2,806,053

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    5.0%

14.

 

Type of reporting person (see instructions)

 

    IN

 

8


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

Audrey L. Congdon Irrevocable Trust Number Two Dated May 28, 2004

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    North Carolina

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    46,105

     8.   

Shared voting power

 

    0

     9.   

Sole dispositive power

 

    46,105

   10.   

Shared dispositive power

 

    0

11.

 

Aggregate amount beneficially owned by each reporting person

 

    46,105

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    0.1%

14.

 

Type of reporting person (see instructions)

 

    OO

 

9


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

John B. Yowell

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    U.S.

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    0

     8.   

Shared voting power

 

    1,743,057

     9.   

Sole dispositive power

 

    0

   10.   

Shared dispositive power

 

    1,743,057

11.

 

Aggregate amount beneficially owned by each reporting person

 

    1,743,057

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    3.1%

14.

 

Type of reporting person (see instructions)

 

    IN

 

10


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

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

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    North Carolina

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    135,829

     8.   

Shared voting power

 

    0

     9.   

Sole dispositive power

 

    135,829

   10.   

Shared dispositive power

 

    0

11.

 

Aggregate amount beneficially owned by each reporting person

 

    135,829

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    0.2%

14.

 

Type of reporting person (see instructions)

 

    OO

 

11


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

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

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    North Carolina

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    135,829

     8.   

Shared voting power

 

    0

     9.   

Sole dispositive power

 

    135,829

   10.   

Shared dispositive power

 

    0

11.

 

Aggregate amount beneficially owned by each reporting person

 

    135,829

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    0.2%

14.

 

Type of reporting person (see instructions)

 

    OO

 

12


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

Karen C. Pigman

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    U.S.

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    866,335

     8.   

Shared voting power

 

    888,236

     9.   

Sole dispositive power

 

    866,335

   10.   

Shared dispositive power

 

    888,236

11.

 

Aggregate amount beneficially owned by each reporting person

 

    1,754,571

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    3.1%

14.

 

Type of reporting person (see instructions)

 

    IN

 

13


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

Melissa A. Penley

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    U.S.

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    0

     8.   

Shared voting power

 

    135,829

     9.   

Sole dispositive power

 

    0

   10.   

Shared dispositive power

 

    135,829

11.

 

Aggregate amount beneficially owned by each reporting person

 

    135,829

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    0.2%

14.

 

Type of reporting person (see instructions)

 

    IN

 

14


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

Matthew A. Penley

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    U.S.

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    0

     8.   

Shared voting power

 

    135,829

     9.   

Sole dispositive power

 

    0

   10.   

Shared dispositive power

 

    135,829

11.

 

Aggregate amount beneficially owned by each reporting person

 

    135,829

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    0.2%

14.

 

Type of reporting person (see instructions)

 

    IN

 

15


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

Mark A. Penley

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    U.S.

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    0

     8.   

Shared voting power

 

    135,829

     9.   

Sole dispositive power

 

    0

   10.   

Shared dispositive power

 

    135,829

11.

 

Aggregate amount beneficially owned by each reporting person

 

    135,829

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    0.2%

14.

 

Type of reporting person (see instructions)

 

    IN

 

16


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

John R. Congdon

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    U.S.

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    2,647,655

     8.   

Shared voting power

 

    210,937

     9.   

Sole dispositive power

 

    2,647,655

   10.   

Shared dispositive power

 

    210,937

11.

 

Aggregate amount beneficially owned by each reporting person

 

    2,858,592

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    5.1%

14.

 

Type of reporting person (see instructions)

 

    IN

 

17


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

Natalie N. Congdon Revocable Trust Dated August 29, 1991

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    Virginia

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    0

     8.   

Shared voting power

 

    0

     9.   

Sole dispositive power

 

    0

   10.   

Shared dispositive power

 

    0

11.

 

Aggregate amount beneficially owned by each reporting person

 

    0

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    0.0%

14.

 

Type of reporting person (see instructions)

 

    OO

 

18


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

John R. Congdon, Jr.

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    U.S.

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    1,752,962

     8.   

Shared voting power

 

    957,099

     9.   

Sole dispositive power

 

    1,752,962

   10.   

Shared dispositive power

 

    957,099

11.

 

Aggregate amount beneficially owned by each reporting person

 

    2,710,061

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    4.8%

14.

 

Type of reporting person (see instructions)

 

    IN

 

19


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

Susan C. Terry

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    U.S.

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    764,873

     8.   

Shared voting power

 

    0

     9.   

Sole dispositive power

 

    764,873

   10.   

Shared dispositive power

 

    0

11.

 

Aggregate amount beneficially owned by each reporting person

 

    764,873

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    1.4%

14.

 

Type of reporting person (see instructions)

 

    IN

 

20


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

Jeffrey W. Congdon

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    U.S.

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    1,945,471

     8.   

Shared voting power

 

    957,099

     9.   

Sole dispositive power

 

    1,945,471

   10.   

Shared dispositive power

 

    957,099

11.

 

Aggregate amount beneficially owned by each reporting person

 

    2,902,570

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    5.2%

14.

 

Type of reporting person (see instructions)

 

    IN

 

21


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

John R. Congdon Trust for Jeffrey Whitefield Congdon, Jr. Dated January 2, 1991

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    Virginia

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    327,511

     8.   

Shared voting power

 

    0

     9.   

Sole dispositive power

 

    327,511

   10.   

Shared dispositive power

 

    0

11.

 

Aggregate amount beneficially owned by each reporting person

 

    327,511

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    0.6%

14.

 

Type of reporting person (see instructions)

 

    OO

 

22


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

John R. Congdon Trust for Mark Ross Congdon Dated January 2, 1991

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    Virginia

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    327,763

     8.   

Shared voting power

 

    0

     9.   

Sole dispositive power

 

    327,763

   10.   

Shared dispositive power

 

    0

11.

 

Aggregate amount beneficially owned by each reporting person

 

    327,763

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    0.6%

14.

 

Type of reporting person (see instructions)

 

    OO

 

23


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

John R. Congdon Trust for Peter Whitefield Congdon Dated January 2, 1991

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    Virginia

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    300,325

     8.   

Shared voting power

 

    0

     9.   

Sole dispositive power

 

    300,325

   10.   

Shared dispositive power

 

    0

11.

 

Aggregate amount beneficially owned by each reporting person

 

    300,325

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    0.5%

14.

 

Type of reporting person (see instructions)

 

    OO

 

24


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

John R. Congdon Trust for Michael Davis Congdon Dated January 2, 1991

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    Virginia

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    304,303

     8.   

Shared voting power

 

    0

     9.   

Sole dispositive power

 

    304,303

   10.   

Shared dispositive power

 

    0

11.

 

Aggregate amount beneficially owned by each reporting person

 

    304,303

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    0.5%

14.

 

Type of reporting person (see instructions)

 

    OO

 

25


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

John R. Congdon Trust for Mary Evelyn Congdon Dated January 2, 1991

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    Virginia

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    304,301

     8.   

Shared voting power

 

    0

     9.   

Sole dispositive power

 

    304,301

   10.   

Shared dispositive power

 

    0

11.

 

Aggregate amount beneficially owned by each reporting person

 

    304,301

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    0.5%

14.

 

Type of reporting person (see instructions)

 

    OO

 

26


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

John R. Congdon Trust for Kathryn Lawson Terry Dated January 2, 1991

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    Virginia

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    322,035

     8.   

Shared voting power

 

    0

     9.   

Sole dispositive power

 

    322,035

   10.   

Shared dispositive power

 

    0

11.

 

Aggregate amount beneficially owned by each reporting person

 

    322,035

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    0.6%

14.

 

Type of reporting person (see instructions)

 

    OO

 

27


 

CUSIP No. 679580100

 

  1.   

Names of reporting persons

 

John R. Congdon Trust for Nathaniel Everett Terry Dated January 2, 1991

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    Virginia

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    316,982

     8.   

Shared voting power

 

    0

     9.   

Sole dispositive power

 

    316,982

   10.   

Shared dispositive power

 

    0

11.

 

Aggregate amount beneficially owned by each reporting person

 

    316,982

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    0.6%

14.

 

Type of reporting person (see instructions)

 

    OO

 

28


  1.   

Names of reporting persons

 

John R. Congdon Trust for Hunter Andrew Terry Dated January 2, 1991

  2.  

Check the appropriate box if a member of a group (see instructions)

(a)  ¨        (b)   ¨

 

  3.  

SEC use only

 

  4.  

Source of funds (see instructions)

 

    N/A

  5.  

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)  ¨

 

  6.  

Citizenship or place of organization

 

    Virginia

Number of

shares

beneficially

owned by

each

reporting

person

with

     7.    

Sole voting power

 

    318,082

     8.   

Shared voting power

 

    0

     9.   

Sole dispositive power

 

    318,082

   10.   

Shared dispositive power

 

    0

11.

 

Aggregate amount beneficially owned by each reporting person

 

    318,082

12.

 

Check if the aggregate amount in Row (11) excludes certain shares (see instructions)  ¨

 

13.

 

Percent of class represented by amount in Row (11)

 

    0.6%

14.

 

Type of reporting person (see instructions)

 

    OO

 


Item 1. Security and Issuer

This Schedule 13D/A amends the Schedule 13D originally filed by the Filing Group described therein on September 9, 2010 (the “Original Schedule 13D”) with respect to shares of common stock, $0.10 par value per share (the “Common Stock”), of Old Dominion Freight Line, Inc., a Virginia corporation (the “Company”). The principal executive offices of the Company are located at 500 Old Dominion Way, Thomasville, NC 27360. Except as amended herein, the Original Schedule 13D remains in full force and effect and should be read together with this Amendment No. 1. Capitalized terms used and not defined herein shall have the meanings ascribed to them in the Original Schedule 13D.

 

Item 2. Identity and Background

Item 2 is not amended except to the extent that the Common Stock holdings of the members of the Filing Group have been reduced, as described in detail under Items 4 and 5.

 

Item 3. Source and Amount of Funds or Other Consideration

Item 3 is not amended.

 

Item 4. Purpose of the Transaction

Item 4 is amended to add the following to the end of the existing disclosure:

Between September 13, 2010 and September 21, 2010, the members of the Filing Group, or trusts of which members of the Filing Group are trustees or co-trustees, sold an aggregate of 874,605 shares of Common Stock in open market transactions pursuant to the 10b5-1 Plans. Information regarding those sales is set forth under Item 5(c) below and is incorporated herein by reference.

Except as set forth herein, the Filing Group does not have any present plans or proposals that relate to or would result in any of the actions specified in clauses (a) through (j) of the instructions to this Item 4 of Schedule 13D.

 

Item 5. Interest in Securities of the Issuer

Item 5 is amended and restated in its entirety to read as follows:

(a), (b):

Earl E. Congdon

 

(a) Aggregate number of shares of Common Stock beneficially owned: 2,170,712

Percentage: 3.9%


(b) Sole power to vote or direct the vote: 1,959,775

Shared power to vote or direct the vote: 210,937

Sole power to dispose or direct the disposition: 1,959,775

Shared power to dispose or direct the disposition: 210,937

David S. Congdon

 

(a) Aggregate number of shares of Common Stock beneficially owned: 2,493,739

Percentage: 4.5%

 

(b) Sole power to vote or direct the vote: 1,275,012

Shared power to vote or direct the vote: 1,218,727

Sole power to dispose or direct the disposition: 1,275,012

Shared power to dispose or direct the disposition: 1,218,727

Marilyn M. Congdon

 

(a) Aggregate number of shares of Common Stock beneficially owned: 135,829

Percentage: 0.2%

 

(b) Sole power to vote or direct the vote: 0

Shared power to vote or direct the vote: 135,829

Sole power to dispose or direct the disposition: 0

Shared power to dispose or direct the disposition: 135,829

Kathryn L. Congdon

 

(a) Aggregate number of shares of Common Stock beneficially owned: 135,829

Percentage: 0.2%

 

(b) Sole power to vote or direct the vote: 0

Shared power to vote or direct the vote: 135,829

Sole power to dispose or direct the disposition: 0

Shared power to dispose or direct the disposition: 135,829

Helen S. Congdon

 

(a) Aggregate number of shares of Common Stock beneficially owned: 516,418

Percentage: 0.9%

 

(b) Sole power to vote or direct the vote: 0

Shared power to vote or direct the vote: 516,418

Sole power to dispose or direct the disposition: 0

Shared power to dispose or direct the disposition: 516,418


Audrey L. Congdon

 

(a) Aggregate number of shares of Common Stock beneficially owned: 2,806,053

Percentage: 5.0%

 

(b) Sole power to vote or direct the vote: 632,345

Shared power to vote or direct the vote: 2,173,708

Sole power to dispose or direct the disposition: 632,345

Shared power to dispose or direct the disposition: 2,173,708

Audrey L. Congdon Irrevocable Trust Number Two Dated May 28, 2004

 

(a) Aggregate number of shares of Common Stock beneficially owned: 46,105

Percentage: 0.1%

 

(b) Sole power to vote or direct the vote: 46,105

Shared power to vote or direct the vote: 0

Sole power to dispose or direct the disposition: 46,105

Shared power to dispose or direct the disposition: 0

John B. Yowell

 

(a) Aggregate number of shares of Common Stock beneficially owned: 1,743,057

Percentage: 3.1%

 

(b) Sole power to vote or direct the vote: 0

Shared power to vote or direct the vote: 1,743,057

Sole power to dispose or direct the disposition: 0

Shared power to dispose or direct the disposition: 1,743,057

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

 

(a) Aggregate number of shares of Common Stock beneficially owned: 135,829

Percentage: 0.2%

 

(b) Sole power to vote or direct the vote: 135,829

Shared power to vote or direct the vote: 0

Sole power to dispose or direct the disposition: 135,829

Shared power to dispose or direct the disposition: 0

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

 

(a) Aggregate number of shares of Common Stock beneficially owned: 135,829

Percentage: 0.2%


(b) Sole power to vote or direct the vote: 135,829

Shared power to vote or direct the vote: 0

Sole power to dispose or direct the disposition: 135,829

Shared power to dispose or direct the disposition: 0

Karen C. Pigman

 

(a) Aggregate number of shares of Common Stock beneficially owned: 1,754,571

Percentage: 3.1%

 

(b) Sole power to vote or direct the vote: 866,335

Shared power to vote or direct the vote: 888,236

Sole power to dispose or direct the disposition: 866,335

Shared power to dispose or direct the disposition: 888,236

Melissa A. Penley

 

(a) Aggregate number of shares of Common Stock beneficially owned: 135,829

Percentage: 0.2%

 

(b) Sole power to vote or direct the vote: 0

Shared power to vote or direct the vote: 135,829

Sole power to dispose or direct the disposition: 0

Shared power to dispose or direct the disposition: 135,829

Matthew A. Penley

 

(a) Aggregate number of shares of Common Stock beneficially owned: 135,829

Percentage: 0.2%

 

(b) Sole power to vote or direct the vote: 0

Shared power to vote or direct the vote: 135,829

Sole power to dispose or direct the disposition: 0

Shared power to dispose or direct the disposition: 135,829

Mark A. Penley

 

(a) Aggregate number of shares of Common Stock beneficially owned: 135,829

Percentage: 0.2%

 

(b) Sole power to vote or direct the vote: 0

Shared power to vote or direct the vote: 135,829

Sole power to dispose or direct the disposition: 0

Shared power to dispose or direct the disposition: 135,829


John R. Congdon

 

(a) Aggregate number of shares of Common Stock beneficially owned: 2,858,592

Percentage: 5.1%

 

(b) Sole power to vote or direct the vote: 2,647,655

Shared power to vote or direct the vote: 210,937

Sole power to dispose or direct the disposition: 2,647,655

Shared power to dispose or direct the disposition: 210,937

Natalie N. Congdon Revocable Trust Dated August 29, 1991

 

(a) Aggregate number of shares of Common Stock beneficially owned: 0

Percentage: 0.0%

 

(b) Sole power to vote or direct the vote: 0

Shared power to vote or direct the vote: 0

Sole power to dispose or direct the disposition: 0

Shared power to dispose or direct the disposition: 0

John R. Congdon, Jr.

 

(a) Aggregate number of shares of Common Stock beneficially owned: 2,710,061

Percentage: 4.8%

 

(b) Sole power to vote or direct the vote: 1,752,962

Shared power to vote or direct the vote: 957,099

Sole power to dispose or direct the disposition: 1,752,962

Shared power to dispose or direct the disposition: 957,099

Susan C. Terry

 

(a) Aggregate number of shares of Common Stock beneficially owned: 764,873

Percentage: 1.4%

 

(b) Sole power to vote or direct the vote: 764,873

Shared power to vote or direct the vote: 0

Sole power to dispose or direct the disposition: 764,873

Shared power to dispose or direct the disposition: 0

Jeffrey W. Congdon

 

(a) Aggregate number of shares of Common Stock beneficially owned: 2,902,570

Percentage: 5.2%


(b) Sole power to vote or direct the vote: 1,945,471

Shared power to vote or direct the vote: 957,099

Sole power to dispose or direct the disposition: 1,945,471

Shared power to dispose or direct the disposition: 957,099

John R. Congdon Trust for Jeffrey Whitefield Congdon, Jr. Dated January 2, 1991

 

(a) Aggregate number of shares of Common Stock beneficially owned: 327,511

Percentage: 0.6%

 

(b) Sole power to vote or direct the vote: 327,511

Shared power to vote or direct the vote: 0

Sole power to dispose or direct the disposition: 327,511

Shared power to dispose or direct the disposition: 0

John R. Congdon Trust for Mark Ross Congdon Dated January 2, 1991

 

(a) Aggregate number of shares of Common Stock beneficially owned: 327,763

Percentage: 0.6%

 

(b) Sole power to vote or direct the vote: 327,763

Shared power to vote or direct the vote: 0

Sole power to dispose or direct the disposition: 327,763

Shared power to dispose or direct the disposition: 0

John R. Congdon Trust for Peter Whitefield Congdon Dated January 2, 1991

 

(a) Aggregate number of shares of Common Stock beneficially owned: 300,325

Percentage: 0.5%

 

(b) Sole power to vote or direct the vote: 300,325

Shared power to vote or direct the vote: 0

Sole power to dispose or direct the disposition: 300,325

Shared power to dispose or direct the disposition: 0

John R. Congdon Trust for Michael Davis Congdon Dated January 2, 1991

 

(a) Aggregate number of shares of Common Stock beneficially owned: 304,303

Percentage: 0.5%

 

(b) Sole power to vote or direct the vote: 304,303

Shared power to vote or direct the vote: 0

Sole power to dispose or direct the disposition: 304,303

Shared power to dispose or direct the disposition: 0


John R. Congdon Trust for Mary Evelyn Congdon Dated January 2, 1991

 

(a) Aggregate number of shares of Common Stock beneficially owned: 304,301

Percentage: 0.5%

 

(b) Sole power to vote or direct the vote: 304,301

Shared power to vote or direct the vote: 0

Sole power to dispose or direct the disposition: 304,301

Shared power to dispose or direct the disposition: 0

John R. Congdon Trust for Kathryn Lawson Terry Dated January 2, 1991

 

(a) Aggregate number of shares of Common Stock beneficially owned: 322,035

Percentage: 0.6%

 

(b) Sole power to vote or direct the vote: 322,035

Shared power to vote or direct the vote: 0

Sole power to dispose or direct the disposition: 322,035

Shared power to dispose or direct the disposition: 0

John R. Congdon Trust for Nathaniel Everett Terry Dated January 2, 1991

 

(a) Aggregate number of shares of Common Stock beneficially owned: 316,982

Percentage: 0.6%

 

(b) Sole power to vote or direct the vote: 316,982

Shared power to vote or direct the vote: 0

Sole power to dispose or direct the disposition: 316,982

Shared power to dispose or direct the disposition: 0

John R. Congdon Trust for Hunter Andrew Terry Dated January 2, 1991

 

(a) Aggregate number of shares of Common Stock beneficially owned: 318,082

Percentage: 0.6%

 

(b) Sole power to vote or direct the vote: 318,082

Shared power to vote or direct the vote: 0

Sole power to dispose or direct the disposition: 318,082

Shared power to dispose or direct the disposition: 0

(c) : Between September 13, 2010 and September 21, 2010, the members of the Filing Group, or trusts of which members of the Filing Group are trustees or co-trustees, sold an aggregate of 874,605 shares of Common Stock in open market transactions pursuant to the 10b5-1 Plans. Information regarding the sales is as follows:


Earl E. Congdon Revocable Trust (Earl E. Congdon, Trustee)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   29,054    $ 25.4195

9/14/10

   20,789    $ 25.4546

9/15/10

   6,774    $ 25.3434

9/16/10

   27,545    $ 25.9620

9/16/10

   8,299    $ 26.1053

9/17/10

   25,050    $ 26.1302

9/21/10

   14,151    $ 26.0861

Total

   131,662   

David S. Congdon Revocable Trust (David S. Congdon, Trustee)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   7,763    $ 25.4195

9/14/10

   5,560    $ 25.4546

9/15/10

   1,810    $ 25.3434

9/16/10

   7,364    $ 25.9620

9/16/10

   2,219    $ 26.1053

9/17/10

   6,697    $ 26.1302

9/21/10

   3,783    $ 26.0861

Total

   35,196   

Also, on September 3, 2010, David S. Congdon transferred 13,192 shares from his personal account to the David S. Congdon Revocable Trust for no value.

David S. Congdon, as Custodian for Ashlyn L. Congdon

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   4,143    $ 25.4195

9/14/10

   2,964    $ 25.4546

9/15/10

   966    $ 25.3434

9/16/10

   3,927    $ 25.9620

9/16/10

   1,183    $ 26.1053

9/17/10

   3,572    $ 26.1302

9/21/10

   2,018    $ 26.0861

Total

   18,773   


Marilyn Marie Congdon Revocable Declaration of Trust (Marilyn M. Congdon, Trustee)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   4,143    $ 25.4195

9/14/10

   2,964    $ 25.4546

9/15/10

   966    $ 25.3434

9/16/10

   3,927    $ 25.9620

9/16/10

   1,183    $ 26.1053

9/17/10

   3,572    $ 26.1302

9/21/10

   2,018    $ 26.0861

Total

   18,773   

Kathryn Leigh Congdon Revocable Declaration of Trust (Kathryn L. Congdon, Trustee)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   4,143    $ 25.4195

9/14/10

   2,964    $ 25.4546

9/15/10

   966    $ 25.3434

9/16/10

   3,927    $ 25.9620

9/16/10

   1,183    $ 26.1053

9/17/10

   3,572    $ 26.1302

9/21/10

   2,018    $ 26.0861

Total

   18,773   


Helen S. Congdon

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   647    $ 25.4195

9/14/10

   463    $ 25.4546

9/15/10

   151    $ 25.3434

9/16/10

   614    $ 25.9620

9/16/10

   185    $ 26.1053

9/17/10

   558    $ 26.1302

9/21/10

   315    $ 26.0861

Total

   2,933   

Audrey L. Congdon Revocable Trust (Audrey L. Congdon, Trustee)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   8,415    $ 25.4195

9/14/10

   6,021    $ 25.4546

9/15/10

   1,962    $ 25.3434

9/16/10

   7,978    $ 25.9620

9/16/10

   2,403    $ 26.1053

9/17/10

   7,255    $ 26.1302

9/21/10

   4,098    $ 26.0861

Total

   38,132   

Audrey L. Congdon Irrevocable Trust Number Two Dated May 28, 2004 (David S. Congdon, Trustee)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   216    $ 25.4195

9/14/10

   154    $ 25.4546

9/15/10

   50    $ 25.3434

9/16/10

   205    $ 25.9620

9/16/10

   62    $ 26.1053

9/17/10

   186    $ 26.1302

9/21/10

   105    $ 26.0861

Total

   978   


Seth Morgan Yowell Irrevocable Inter Vivos Trust (Audrey L. Congdon and John B. Yowell, Co-Trustees)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   4,143    $ 25.4195

9/14/10

   2,964    $ 25.4546

9/15/10

   966    $ 25.3434

9/16/10

   3,927    $ 25.9620

9/16/10

   1,183    $ 26.1053

9/17/10

   3,572    $ 26.1302

9/21/10

   2,018    $ 26.0861

Total

   18,773   

Megan Elise Yowell Irrevocable Inter Vivos Trust (Audrey L. Congdon and John B. Yowell, Co-Trustees)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   4,143    $ 25.4195

9/14/10

   2,964    $ 25.4546

9/15/10

   966    $ 25.3434

9/16/10

   3,927    $ 25.9620

9/16/10

   1,183    $ 26.1053

9/17/10

   3,572    $ 26.1302

9/21/10

   2,018    $ 26.0861

Total

   18,773   

Karen C. Pigman Revocable Trust (Karen C. Pigman, Trustee)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   17,261    $ 25.4195

9/14/10

   12,351    $ 25.4546

9/15/10

   4,025    $ 25.3434

9/16/10

   16,364    $ 25.9620

9/16/10

   4,930    $ 26.1053

9/17/10

   14,882    $ 26.1302

9/21/10

   8,407    $ 26.0861

Total

   78,220   


Melissa A. Penley Revocable Trust (Melissa A. Penley, Trustee)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   4,143    $ 25.4195

9/14/10

   2,964    $ 25.4546

9/15/10

   966    $ 25.3434

9/16/10

   3,927    $ 25.9620

9/16/10

   1,183    $ 26.1053

9/17/10

   3,572    $ 26.1302

9/21/10

   2,018    $ 26.0861

Total

   18,773   

Matthew A. Penley Revocable Trust (Matthew A. Penley, Trustee)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   4,143    $ 25.4195

9/14/10

   2,964    $ 25.4546

9/15/10

   966    $ 25.3434

9/16/10

   3,927    $ 25.9620

9/16/10

   1,183    $ 26.1053

9/17/10

   3,572    $ 26.1302

9/21/10

   2,018    $ 26.0861

Total

   18,773   

Mark A. Penley Revocable Trust (Mark A. Penley, Trustee)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   4,143    $ 25.4195

9/14/10

   2,964    $ 25.4546

9/15/10

   966    $ 25.3434

9/16/10

   3,927    $ 25.9620

9/16/10

   1,183    $ 26.1053

9/17/10

   3,572    $ 26.1302

9/21/10

   2,018    $ 26.0861

Total

   18,773   


John R. Congdon Revocable Trust (John R. Congdon, Trustee)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   27,780    $ 25.4195

9/14/10

   19,878    $ 25.4546

9/15/10

   6,477    $ 25.3434

9/16/10

   26,337    $ 25.9620

9/16/10

   8,799    $ 26.1053

9/17/10

   26,560    $ 26.1302

9/21/10

   15,004    $ 26.0861

Total

   130,835   

Natalie N. Congdon Revocable Trust Dated August 29, 1991 (John R. Congdon, Trustee)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   3,026    $ 25.4195

9/14/10

   2,166    $ 25.4546

9/15/10

   706    $ 25.3434

9/16/10

   2,869    $ 25.9620

Total

   8,767   

John R. Congdon, Jr. Revocable Trust (John R. Congdon, Jr., Trustee)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   6,162    $ 25.4195

9/14/10

   4,409    $ 25.4546

9/15/10

   1,437    $ 25.3434

9/16/10

   5,842    $ 25.9620

9/16/10

   1,760    $ 26.1053

9/17/10

   5,313    $ 26.1302

9/21/10

   3,001    $ 26.0861

Total

   27,924   


Susan C. Terry Revocable Trust (Susan C. Terry, Trustee)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   11,340    $ 25.4195

9/14/10

   8,114    $ 25.4546

9/15/10

   2,644    $ 25.3434

9/16/10

   10,751    $ 25.9620

9/16/10

   3,239    $ 26.1053

9/17/10

   9,777    $ 26.1302

9/21/10

   5,523    $ 26.0861

Total

   51,388   

Jeffrey W. Congdon Revocable Trust (Jeffrey W.Congdon, Trustee)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   8,371    $ 25.4195

9/14/10

   5,990    $ 25.4546

9/15/10

   1,952    $ 25.3434

9/16/10

   7,937    $ 25.9620

9/16/10

   2,391    $ 26.1053

9/17/10

   7,218    $ 26.1302

9/21/10

   4,077    $ 26.0861

Total

   37,936   

John R. Congdon Trust for Jeffrey Whitefield Congdon, Jr. (John R. Congdon, Jr., Trustee)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   5,972    $ 25.4195

9/14/10

   4,273    $ 25.4546

9/15/10

   1,392    $ 25.3434

9/16/10

   5,662    $ 25.9620

9/16/10

   1,706    $ 26.1053

9/17/10

   5,149    $ 26.1302

9/21/10

   2,909    $ 26.0861

Total

   27,063   


John R. Congdon Trust for Mark Ross Congdon (John R. Congdon, Jr., Trustee)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   5,972    $ 25.4195

9/14/10

   4,273    $ 25.4546

9/15/10

   1,392    $ 25.3434

9/16/10

   5,662    $ 25.9620

9/16/10

   1,706    $ 26.1053

9/17/10

   5,149    $ 26.1302

9/21/10

   2,909    $ 26.0861

Total

   27,063   

John R. Congdon Trust for Peter Whitefield Congdon (Jeffrey W. Congdon, Trustee)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   6,128    $ 25.4195

9/14/10

   4,385    $ 25.4546

9/15/10

   1,429    $ 25.3434

9/16/10

   5,809    $ 25.9620

9/16/10

   1,750    $ 26.1053

9/17/10

   5,283    $ 26.1302

9/21/10

   2,984    $ 26.0861

Total

   27,768   

John R. Congdon Trust for Michael Davis Congdon (Jeffrey W. Congdon, Trustee)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   6,214    $ 25.4195

9/14/10

   4,446    $ 25.4546

9/15/10

   1,449    $ 25.3434

9/16/10

   5,891    $ 25.9620

9/16/10

   1,775    $ 26.1053

9/17/10

   5,357    $ 26.1302

9/21/10

   3,026    $ 26.0861

Total

   28,158   


John R. Congdon Trust for Mary Evelyn Congdon (Jeffrey W. Congdon, Trustee)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   6,214    $ 25.4195

9/14/10

   4,446    $ 25.4546

9/15/10

   1,449    $ 25.3434

9/16/10

   5,891    $ 25.9620

9/16/10

   1,775    $ 26.1053

9/17/10

   5,357    $ 26.1302

9/21/10

   3,026    $ 26.0861

Total

   28,158   

John R. Congdon Trust for Kathryn Lawson Terry (John R. Congdon, Jr. and Jeffrey W. Congdon, Co-Trustees)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   4,488    $ 25.4195

9/14/10

   3,211    $ 25.4546

9/15/10

   1,046    $ 25.3434

9/16/10

   4,255    $ 25.9620

9/16/10

   1,282    $ 26.1053

9/17/10

   3,869    $ 26.1302

9/21/10

   2,186    $ 26.0861

Total

   20,337   

John R. Congdon Trust for Nathaniel Everett Terry (John R. Congdon, Jr. and Jeffrey W. Congdon, Co-Trustees)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   3,280    $ 25.4195

9/14/10

   2,347    $ 25.4546

9/15/10

   765    $ 25.3434

9/16/10

   3,109    $ 25.9620

9/16/10

   937    $ 26.1053

9/17/10

   2,828    $ 26.1302

9/21/10

   1,597    $ 26.0861

Total

   14,863   


John R. Congdon Trust for Hunter Andrew Terry (John R. Congdon, Jr. and Jeffrey W. Congdon, Co-Trustees)

 

Date

   Number of Shares Sold    Weighted Average
Price

9/13/10

   1,553    $ 25.4195

9/14/10

   1,112    $ 25.4546

9/15/10

   362    $ 25.3434

9/16/10

   1,473    $ 25.9620

9/16/10

   444    $ 26.1053

9/17/10

   1,339    $ 26.1302

9/21/10

   757    $ 26.0861

Total

   7,040   

 

(d) None.

 

(e) Not applicable, except with respect to the Natalie N. Congdon Revocable Trust, as to which the date is September 16, 2010.

 

Item 6. Contracts, Arrangements, Understandings or Relationships with Respect to Securities of the Issuer

Item 6 is not amended.

 

Item 7. Material to be filed as Exhibits

 

Exhibit No.

  

Description

1

   Joint Filing Agreement, dated September 9, 2010, between and among the members of the Filing Group, pursuant to Rule 13d-1(k) of the Securities Exchange Act of 1934, as amended, incorporated herein by reference from Exhibit 99.1 to the Schedule 13D filed by the Filing Group on September 9, 2010.

2

   Power of Attorney executed by the members of the Filing Group authorizing Joel B. McCarty, Jr., J. Wes Frye, John P. Booker, III and Alice G. Gibson, and each of them, to sign and file Schedule 13D and related documents and amendments thereto on behalf of each person or entity who executed such Power of Attorney, incorporated herein by reference from Exhibit 99.2 to the Schedule 13D filed by the Filing Group on September 9, 2010.

3

   Form of Rule 10b5-1 Sales Plan between Stifel, Nicolaus & Company, Incorporated and the members of the Filing Group, or trusts of which members of the Filing Group are trustees or co-trustees,


  

incorporated herein by reference from Exhibit 99.3 to the Schedule 13D filed by the Filing Group on September 9, 2010.


SIGNATURES

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Date: September 24, 2010

 

EARL E. CONGDON

/s/ Joel B. McCarty, Jr., by Power of Attorney

Earl E. Congdon
DAVID S. CONGDON

/s/ Joel B. McCarty, Jr., by Power of Attorney

David S. Congdon
MARILYN M. CONGDON

/s/ Joel B. McCarty, Jr., by Power of Attorney

Marilyn M. Congdon
KATHRYN L. CONGDON

/s/ Joel B. McCarty, Jr., by Power of Attorney

Kathryn L. Congdon
HELEN S. CONGDON

/s/ Joel B. McCarty, Jr., by Power of Attorney

Helen S. Congdon
AUDREY L. CONGDON

/s/ Joel B. McCarty, Jr., by Power of Attorney

Audrey L. Congdon
AUDREY L. CONGDON IRREVOCABLE TRUST NUMBER TWO DATED MAY 28, 2004
By:  

/s/ Joel B. McCarty, Jr., by Power of Attorney

       David S. Congdon, Trustee


JOHN B. YOWELL

/s/ Joel B. McCarty, Jr., by Power of Attorney

John B. Yowell
SETH MORGAN YOWELL IRREVOCABLE INTER VIVOS TRUST DATED AUGUST 25, 2010
By:  

/s/ Joel B. McCarty, Jr., by Power of Attorney

       Audrey L. Congdon, Co-Trustee
By:  

/s/ Joel B. McCarty, Jr., by Power of Attorney

       John B. Yowell, Co-Trustee
MEGAN ELISE YOWELL IRREVOCABLE INTER VIVOS TRUST AUGUST 25, 2010
By:  

/s/ Joel B. McCarty, Jr., by Power of Attorney

       Audrey L. Congdon, Co-Trustee
By:  

/s/ Joel B. McCarty, Jr., by Power of Attorney

       John B. Yowell, Co-Trustee
KAREN C. PIGMAN

/s/ Joel B. McCarty, Jr., by Power of Attorney

Karen C. Pigman
MELISSA A. PENLEY

/s/ Joel B. McCarty, Jr., by Power of Attorney

Melissa A. Penley
MATTHEW A. PENLEY

/s/ Joel B. McCarty, Jr., by Power of Attorney

Matthew A. Penley
MARK A. PENLEY

/s/ Joel B. McCarty, Jr., by Power of Attorney

Mark A. Penley


JOHN R. CONGDON

/s/ Joel B. McCarty, Jr., by Power of Attorney

John R. Congdon
NATALIE N. CONGDON REVOCABLE TRUST DATED AUGUST 29, 1991
By:  

/s/ Joel B. McCarty, Jr., by Power of Attorney

       John R. Congdon, Trustee
JOHN R. CONGDON, JR.

/s/ Joel B. McCarty, Jr., by Power of Attorney

John R. Congdon, Jr.
SUSAN C. TERRY

/s/ Joel B. McCarty, Jr., by Power of Attorney

Susan C. Terry
JEFFREY W. CONGDON

/s/ Joel B. McCarty, Jr., by Power of Attorney

Jeffrey W. Congdon
JOHN R. CONGDON TRUST FOR JEFFREY WHITEFIELD CONGDON, JR. DATED JANUARY 2, 1991
By:  

/s/ Joel B. McCarty, Jr., by Power of Attorney

       John R. Congdon, Jr., Trustee
JOHN R. CONGDON TRUST FOR MARK ROSS CONGDON DATED JANUARY 2, 1991
By:  

/s/ Joel B. McCarty, Jr., by Power of Attorney

       John R. Congdon, Jr., Trustee
JOHN R. CONGDON TRUST FOR PETER WHITEFIELD CONGDON DATED JANUARY 2, 1991
By:  

/s/ Joel B. McCarty, Jr., by Power of Attorney

       Jeffrey W. Congdon, Trustee


JOHN R. CONGDON TRUST FOR MICHAEL DAVIS CONGDON DATED JANUARY 2, 1991
By:  

/s/ Joel B. McCarty, Jr., by Power of Attorney

       Jeffrey W. Congdon, Trustee
JOHN R. CONGDON TRUST FOR MARY EVELYN CONGDON DATED JANUARY 2, 1991
By:  

/s/ Joel B. McCarty, Jr., by Power of Attorney

       Jeffrey W. Congdon, Trustee
JOHN R. CONGDON TRUST FOR KATHRYN LAWSON TERRY DATED JANUARY 2, 1991
By:  

/s/ Joel B. McCarty, Jr., by Power of Attorney

       John R. Congdon, Jr., Co-Trustee
By:  

/s/ Joel B. McCarty, Jr., by Power of Attorney

       Jeffrey W. Congdon, Co-Trustee
JOHN R. CONGDON TRUST FOR NATHANIEL EVERETT TERRY DATED JANUARY 2, 1991
By:  

/s/ Joel B. McCarty, Jr., by Power of Attorney

       John R. Congdon, Jr., Co-Trustee
By:  

/s/ Joel B. McCarty, Jr., by Power of Attorney

       Jeffrey W. Congdon, Co-Trustee
JOHN R. CONGDON TRUST FOR HUNTER ANDREW TERRY DATED JANUARY 2, 1991
By:  

/s/ Joel B. McCarty, Jr., by Power of Attorney

       John R. Congdon, Jr., Co-Trustee
By:  

/s/ Joel B. McCarty, Jr., by Power of Attorney

       Jeffrey W. Congdon, Co-Trustee