-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, U/r+4FKNdwiZPGoygvXs2oZc9ghsZsDnx9zEReR/RGtsJh5sJt4rxWWwoJYaGx2f jEjjpnfEIwVQJzGYICg9Eg== 0000950137-98-002424.txt : 19980611 0000950137-98-002424.hdr.sgml : 19980611 ACCESSION NUMBER: 0000950137-98-002424 CONFORMED SUBMISSION TYPE: SC 13D/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 19980610 SROS: NYSE GROUP MEMBERS: ANDA PARTNERSHIP GROUP MEMBERS: ANIXTER INTERNATIONAL INC GROUP MEMBERS: LFT PARTNERSHIP GROUP MEMBERS: RIVERSIDE PARTNERS GROUP MEMBERS: ROBERT H. AND ANN LURIE TRUST GROUP MEMBERS: SAMSTOCK, L.L.C. GROUP MEMBERS: SAMSTOCK/SZRT, L.L.C. GROUP MEMBERS: SAMUEL ZELL GROUP MEMBERS: SZRL INVESTMENTS SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: ANIXTER INTERNATIONAL INC CENTRAL INDEX KEY: 0000052795 STANDARD INDUSTRIAL CLASSIFICATION: WHOLESALE-ELECTRICAL APPARATUS & EQUIPMENT, WIRING SUPPLIES [5063] IRS NUMBER: 941658138 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13D/A SEC ACT: SEC FILE NUMBER: 005-06880 FILM NUMBER: 98645405 BUSINESS ADDRESS: STREET 1: 4711 GOLF ROAD CITY: SKOKIE STATE: IL ZIP: 60076 BUSINESS PHONE: 3129021515 MAIL ADDRESS: STREET 1: 4711 GOLF RD CITY: SKOKIE STATE: IL ZIP: 60076 FORMER COMPANY: FORMER CONFORMED NAME: ITEL CORP DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: SSI COMPUTER DATE OF NAME CHANGE: 19710316 FORMER COMPANY: FORMER CONFORMED NAME: SSI COMPUTER CORP DATE OF NAME CHANGE: 19690727 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: ANIXTER INTERNATIONAL INC CENTRAL INDEX KEY: 0000052795 STANDARD INDUSTRIAL CLASSIFICATION: WHOLESALE-ELECTRICAL APPARATUS & EQUIPMENT, WIRING SUPPLIES [5063] IRS NUMBER: 941658138 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13D/A BUSINESS ADDRESS: STREET 1: 4711 GOLF ROAD CITY: SKOKIE STATE: IL ZIP: 60076 BUSINESS PHONE: 3129021515 MAIL ADDRESS: STREET 1: 4711 GOLF RD CITY: SKOKIE STATE: IL ZIP: 60076 FORMER COMPANY: FORMER CONFORMED NAME: ITEL CORP DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: SSI COMPUTER DATE OF NAME CHANGE: 19710316 FORMER COMPANY: FORMER CONFORMED NAME: SSI COMPUTER CORP DATE OF NAME CHANGE: 19690727 SC 13D/A 1 AMEND. NO. 23 TO SC 13D 1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13D UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. 23 )* ---- Anixter International Inc. - -------------------------------------------------------------------------------- (NAME OF ISSUER) Common Stock, par value $1.00 per value - -------------------------------------------------------------------------------- (TITLE OF CLASS OF SECURITIES) 035290 10 5 - -------------------------------------------------------------------------------- (CUSIP NUMBER) Sheli Z. Rosenberg, Rosenberg & Liebentritt, P.C. Two N. Riverside Plaza, Suite 600, Chicago, IL 60606 (312) 466-3990 - -------------------------------------------------------------------------------- (NAME, ADDRESS AND TELEPHONE NUMBER OF PERSON AUTHORIZED TO RECEIVE NOTICES AND COMMUNICATIONS) May 28, 1998 - -------------------------------------------------------------------------------- (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 which is the subject of this Schedule 13D, and is filing this schedule because of Rule 13d-1(b)(3) or (4), check the following box [ ]. *The remainder of this cover page shall be filled our 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). Page 1 of 15 2 [ CUSIP No. 035290 10 5 ] 13D [ Page 2 of 15 ] - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Riverside Partners 36-3274337 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Illinois - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER NUMBER OF SHARES 200,000 BENEFICIALLY OWNED BY -------------------------------------------------------------- EACH REPORTING 8 SHARED VOTING POWER PERSON WITH -------------------------------------------------------------- 9 SOLE DISPOSITIVE POWER 200,000 -------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 200,000 - -------------------------------------------------------------------------------- 12 CHECK BOX IF AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) .4% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* PN - -------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 3 [ CUSIP No. 035290 10 5 ] 13D [ Page 3 of 15 ] - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE PERSON SZRL Investments 36-6561094 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Illinois - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER NUMBER OF SHARES 867,000 BENEFICIALLY OWNED BY -------------------------------------------------------------- EACH REPORTING 8 SHARED VOTING POWER PERSON WITH -------------------------------------------------------------- 9 SOLE DISPOSITIVE POWER 867,000 -------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 867,000 - -------------------------------------------------------------------------------- 12 CHECK BOX IF AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 1.9% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* PN - -------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 4 [ CUSIP No. 035290 10 5 ] 13D [ Page 4 of 15 ] - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Robert H. and Ann Lurie Trust 36-6944487 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* OO - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Illinois - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER NUMBER OF SHARES 2,084,152 BENEFICIALLY OWNED BY -------------------------------------------------------------- EACH REPORTING 8 SHARED VOTING POWER PERSON WITH -------------------------------------------------------------- 9 SOLE DISPOSITIVE POWER 2,084,152 -------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,084,152 - -------------------------------------------------------------------------------- 12 CHECK BOX IF AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 4.6% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* OO - -------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 5 [ CUSIP No. 035290 10 5 ] 13D [ Page 5 of 15 ] - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Samstock/SZRT, L.L.C. ###-##-#### - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* OO - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER NUMBER OF SHARES 4,597,687 BENEFICIALLY OWNED BY -------------------------------------------------------------- EACH REPORTING 8 SHARED VOTING POWER PERSON WITH -------------------------------------------------------------- 9 SOLE DISPOSITIVE POWER 4,597,687 -------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 4,597,687 - -------------------------------------------------------------------------------- 12 CHECK BOX IF AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 10.3% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* OO - -------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 6 [ CUSIP No. 035290 10 5 ] 13D [ Page 6 of 15 ] - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Samuel Zell ###-##-#### - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION USA - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER NUMBER OF SHARES 118,834 BENEFICIALLY OWNED BY -------------------------------------------------------------- EACH REPORTING 8 SHARED VOTING POWER PERSON WITH -------------------------------------------------------------- 9 SOLE DISPOSITIVE POWER 118,834 -------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 118,834 - -------------------------------------------------------------------------------- 12 CHECK BOX IF AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) .3% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* IN - -------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 7 [ CUSIP No. 035290 10 5 ] 13D [ Page 7 of 15 ] - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Samstock, L.L.C. 36-4156890 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* OO - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER NUMBER OF SHARES 81,637 BENEFICIALLY OWNED BY -------------------------------------------------------------- EACH REPORTING 8 SHARED VOTING POWER PERSON WITH -------------------------------------------------------------- 9 SOLE DISPOSITIVE POWER 81,637 -------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 81,637 - -------------------------------------------------------------------------------- 12 CHECK BOX IF AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) .2% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* OO - -------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 8 [ CUSIP No. 035290 10 5 ] 13D [ Page 8 of 15 ] - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Anda Partnership 88-0132846 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* OO - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Nevada - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER NUMBER OF SHARES 26,668 BENEFICIALLY OWNED BY -------------------------------------------------------------- EACH REPORTING 8 SHARED VOTING POWER PERSON WITH -------------------------------------------------------------- 9 SOLE DISPOSITIVE POWER 26,668 -------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 26,668 - -------------------------------------------------------------------------------- 12 CHECK BOX IF AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) .05% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* PN - -------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 9 [ CUSIP No. 035290 10 5 ] 13D [ Page 9 of 15 ] - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE PERSON LFT Partnership 36-6527526 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* OO - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Illinois - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER NUMBER OF SHARES 26,668 BENEFICIALLY OWNED BY -------------------------------------------------------------- EACH REPORTING 8 SHARED VOTING POWER PERSON WITH -------------------------------------------------------------- 9 SOLE DISPOSITIVE POWER 26,668 -------------------------------------------------------------- 10 SHARED DISPOSITIVE POWER - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 26,668 - -------------------------------------------------------------------------------- 12 CHECK BOX IF AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) .05% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* PN - -------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 10 ONLY THOSE ITEMS AMENDED ARE REPORTED HEREIN. CAPITALIZED TERMS NOT OTHERWISE DEFINED HEREIN SHALL HAVE THE SAME MEANING AS THEY HAVE IN THE INITIAL SCHEDULE 13D AND AMENDMENTS THERETO. Item 2. Identify and Background Item 2 (a) - (c) and (f) is amended to add the following entities as Reporting Persons: 1) Samstock/SZRT, L.L.C., a Delaware limited liability company ("Samstock/SZRT"). Samstock/SZRT is a Delaware limited liability company whose principal business is investing in securities. Samstock's sole member is the Samuel Zell Revocable Trust ("Zell Trust") of which Samuel Zell is the sole trustee and beneficiary. 2) Samstock, L.L.C., a Delaware limited liability company ("Samstock"). Samstock is a Delaware limited liability company whose principal business is investment in securities. The sole member of Samstock is SZ Investments, L.L.C., a Delaware limited liability company ("SZ Investments"). The sole managing member of SZ Investments is Zell General Partnership, Inc., an Illinois corporation ("Zell GP"). The sole stockholder of Zell GP is the Zell Trust. The non-managing members are partnerships whose partners are trusts created for the benefit of Mr. Zell and his family. 3) LFT Partnership, an Illinois general partnership ("LFT"). LFT is an Illinois general partnership whose principal business is investments. The partners of LFT are six trusts created for the benefit of Ann Lurie's six children. Mrs. Lurie is the sole trustee of the six trusts. Information about Mrs. Lurie was previously furnished in Amendment No. 15 to Schedule 13D. 4) Anda Partnership, a Nevada general partnership ("Anda"). Anda is a Nevada general partnership whose principal business is investments. The partners of Anda are ten trusts created for the benefit of Mrs. Lurie and her family. Mrs. Lurie and Mark Slezak are co-trustees of the ten trusts. Mark Slezak is a Vice President, Chief Financial Officer and Treasurer of Lurie Investments, Inc., whose principal business is the management of the Lurie family investments. Mr. Slezak is a citizen of the United States of America. The principal business address for Samstock/SZRT, Samstock, LFT, Anda and Mr. Slezak is Two North Riverside Plaza, Chicago, IL 60606. (d) and (e) None of the Reporting Persons has during the last five years, been convicted in a criminal proceeding (excluding traffic violations) or been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction and as a result of such proceeding was or is subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandatory activities subject to, federal or state securities laws or finding any violation with respect to such laws. Page 10 of 15 11 Item 3. Source and Amount of Funds or Other Consideration and Item 5. Interest in Securities of the Issuer Since the date of filing of the Amendment Number 22 to Schedule 13D, the following transactions have occurred: 1) On February 1, 1998, Samuel Zell contributed 140,000 Shares to the Zell Trust which in turn contributed the 140,000 Shares to Samstock/SZRT. 2) On April 1, 1998, Equity Holdings distributed the 200,000 Shares it beneficially owned to its partners. Certain of the partners then contributed the Shares they received in the distribution to limited liability companies in which they are members. The following entities received the amount of Shares shown next to their names: Samstock/SZRT 31,697 Samstock 81,637 Lurie Trust 33,330 LFT 26,668 Anda 26,668
3) On May 28, 1998, the Lurie Trust gifted 750,000 Shares to a charitable gift fund. Also on May 28, 1998, the Lurie Trust sold 1,750,000 Shares to the Issuer at $20.00 per share. As of the date hereof, there are 44,822,427 shares issued and outstanding. The Shares of the Reporting Persons (including 118,834) Shares obtainable by Mr. Zell upon the exercise of options to purchase Shares which are currently exercisable or exercisable within 60 days) represent approximately 17.8% of the Shares which would be issued and outstanding upon the exercise of such options. Of such Shares, 200,000, or .4%, are beneficially owned by Riverside; 867,000, or 1.9%, are beneficially owned by SZRL; 2,084,152, or 4.6%, are beneficially owned by the Lurie Trust; 4,597,687, or 10.3%, are beneficially owned by Samstock/SZRT; 118,834, or .3%, are beneficially owned by Mr. Zell; 81,637, or .2%, are beneficially owned by Samstock; 26,668, or .05%, are beneficially owned by LFT; and 26,668, or .05%, are beneficially owned by Anda. Riverside has the sole power to vote or to direct the vote of and the sole power to dispose or to direct the disposition of the Shares beneficially owned by it. SZRL has the sole power to vote or to direct the vote of and the sole power to dispose or to direct the disposition of the Shares beneficially owned it. The Lurie Trust has the sole power to vote or to direct the vote of and the sole power to dispose or to direct the disposition of the Shares beneficially owned by it. Samstock/SZRT has the sole power to vote or to direct the vote of and the sole power to dispose or to direct the disposition of the Shares beneficially owned by it. Mr. Zell has the sole power to vote or to direct the vote of (assuming the exercise of the options to purchase Shares beneficially owned by Mr. Zell) and the sole power to dispose or to direct the disposition of the Shares beneficially owned by him Page 11 of 15 12 (assuming the exercise of the options to purchase Shares beneficially owned by him). Anda has the sole power to vote or to direct the vote of and the sole power to dispose or to direct the disposition of the Shares beneficially owned by it. LFT has the sole power to vote or to direct the vote of and the sole power to dispose or to direct the disposition of the Shares beneficially owned by it. Page 12 of 15 13 SIGNATURES After reasonable inquiry, and the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. DATED: June 10, 1998 RIVERSIDE PARTNERS, an Illinois limited partnership BY: Samuel Zell Revocable Trust under agreement dated January 17, 1990, a general partner BY: /s/ Samuel Zell ---------------------------------- Samuel Zell, Trustee SZRL INVESTMENTS, an Illinois general partnership BY: Samuel Zell Revocable Trust under agreement dated January 17, 1990, a general partner BY: /s/ Samuel Zell ---------------------------------- Samuel Zell, Trustee SAMSTOCK/SZRT, L.L.C. BY: Samuel Zell Revocable Trust under agreement dated January 17, 1990, its sole member BY: /s/ Samuel Zell ---------------------------------- Samuel Zell, Trustee Page 13 of 15 14 ROBERT H. AND ANN LURIE TRUST BY: /s/ Ann Lurie ---------------------------------- Ann Lurie, Co-Trustee /s/ Samuel Zell --------------------------------------- Samuel Zell Samstock, L. L. C., a Delaware limited liability company BY: SZ Investments, L. L. C., a Delaware limited liability company, its sole member BY: Zell General Partnership, Inc., its sole managing member BY: /s/ Samuel Zell ---------------------------------- Samuel Zell, President LFT Partnership, an Illinois general partnership BY: Jesse Trust, a general partner BY: /s/ Ann Lurie ---------------------------------- Co-Trustee Anda Partnership, a Nevada general partnership BY: Ann Only Trust, a general partner BY: /s/ Ann Lurie ---------------------------------- Trustee Page 14 of 15 15 EXHIBIT INDEX
EXHIBIT NUMBER DESCRIPTION PAGE ------ ----------- ---- 1 Agreement dated June 27, 1995 among * the Issuer, Riverside, Equity and SZRL. * Previously filed
Page 15 of 15 -----END PRIVACY-ENHANCED MESSAGE-----