-----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, IBLYndZOuSOtFkKO0tS2+0nc3yQJ03rZO/ZRcbpL2Iw/KbFTFgnRC4wpSOj5ig6R /+GECOoI5S2eXS9IyJzByA== 0000950137-98-000549.txt : 19980218 0000950137-98-000549.hdr.sgml : 19980218 ACCESSION NUMBER: 0000950137-98-000549 CONFORMED SUBMISSION TYPE: SC 13G PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 19980217 SROS: NONE GROUP MEMBERS: ANDA PARTNERSHIP GROUP MEMBERS: ANN LURIE GROUP MEMBERS: ANN LURIE REVOCABLE TRUST GROUP MEMBERS: ARTHUR A. GREENBERG GROUP MEMBERS: EGI HOLDINGS, INC. GROUP MEMBERS: EGIL INVESTMENTS, INC. GROUP MEMBERS: LFT PARTNERSHIP GROUP MEMBERS: MARK SLEZAK GROUP MEMBERS: SAMSTOCK,L.L.C. GROUP MEMBERS: SAMSTOCK/SZRT,L.L.C. GROUP MEMBERS: SAMSTOCK/ZFT,L.L.C. GROUP MEMBERS: SAMSTOCK/ZGPI,L.L.C. GROUP MEMBERS: SAMUEL ZELL GROUP MEMBERS: SAMUEL ZELL REVOCABLE TRUST GROUP MEMBERS: SHELI Z. ROSENBERG GROUP MEMBERS: ZELL SAMUEL SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: MANUFACTURED HOME COMMUNITIES INC CENTRAL INDEX KEY: 0000895417 STANDARD INDUSTRIAL CLASSIFICATION: REAL ESTATE INVESTMENT TRUSTS [6798] IRS NUMBER: 363857664 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G SEC ACT: SEC FILE NUMBER: 005-43043 FILM NUMBER: 98541936 BUSINESS ADDRESS: STREET 1: TWO N RIVERSIDE PLZ STREET 2: STE 800 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 3124741122 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: ZELL SAMUEL CENTRAL INDEX KEY: 0001024193 STANDARD INDUSTRIAL CLASSIFICATION: [] FILING VALUES: FORM TYPE: SC 13G BUSINESS ADDRESS: STREET 1: TWO N RIVERSIDE PLAZA SUITE 600 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 3124540100 MAIL ADDRESS: STREET 1: TWO N RIVERSIDE PLAZA STREET 2: SUITE 600 CITY: CHICAGO STATE: IL ZIP: 60606 SC 13G 1 SCHEDULE 13G 1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. ___ )* Manufactured Home Communities, Inc. - ------------------------------------------------------------------------------- (NAME OF ISSUER) Common Stock, par value $.01 - ------------------------------------------------------------------------------- (TITLE OF CLASS OF SECURITIES) 564682 10 2 - ------------------------------------------------------------------------------- (CUSIP NUMBER) *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). Page 1 of 28 2 - ----------------------- --------------------- CUSIP No. 564682 10 2 13G Page 2 of 28 - ----------------------- --------------------- - ------------------------------------------------------------------------------- 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 CITIZENSHIP OR PLACE OF ORGANIZATION USA - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 91,070 --------------------------------------------------------------- 6 SHARED VOTING POWER 919,848 NUMBER OF SHARES BENEFICIALLY OWNED BY --------------------------------------------------------------- EACH REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 91,070 --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 919,848 --------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,010,918 - ------------------------------------------------------------------------------- 10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 4.0% (3.7% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* IN - ------------------------------------------------------------------------------- 3 - ----------------------- --------------------- CUSIP No. 564682 10 2 13G Page 3 of 28 - ----------------------- --------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Samuel Zell Revocable Trust u/t/a 1/17/90 ###-##-#### - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Illinois - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER --------------------------------------------------------------- 6 SHARED VOTING POWER 919,848 NUMBER OF SHARES BENEFICIALLY OWNED BY --------------------------------------------------------------- EACH REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 919,848 --------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 919,848 - ------------------------------------------------------------------------------- 10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 3.6% (3.4% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* OO - ------------------------------------------------------------------------------- 4 - ----------------------- --------------------- CUSIP No. 564682 10 2 13G Page 4 of 28 - ----------------------- --------------------- - ------------------------------------------------------------------------------- 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 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER --------------------------------------------------------------- 6 SHARED VOTING POWER 307,774 NUMBER OF SHARES BENEFICIALLY OWNED BY --------------------------------------------------------------- EACH REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 307,774 --------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 307,774 - ------------------------------------------------------------------------------- 10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 1.2% (1.1% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* OO - ------------------------------------------------------------------------------- 5 - ----------------------- --------------------- CUSIP No. 564682 10 2 13G Page 5 of 28 - ----------------------- --------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Samstock/ZGPI, L.L.C. 36-3716786 - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER --------------------------------------------------------------- 6 SHARED VOTING POWER 6,003 NUMBER OF SHARES BENEFICIALLY OWNED BY --------------------------------------------------------------- EACH REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 6,003 --------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 6,003 - ------------------------------------------------------------------------------- 10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 .02% (.02% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* OO - ------------------------------------------------------------------------------- 6 - ----------------------- --------------------- CUSIP No. 564682 10 2 13G Page 6 of 28 - ----------------------- --------------------- - ------------------------------------------------------------------------------- 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 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER --------------------------------------------------------------- 6 SHARED VOTING POWER 601,665 NUMBER OF SHARES BENEFICIALLY OWNED BY --------------------------------------------------------------- EACH REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 601,665 --------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 601,665 - ------------------------------------------------------------------------------- 10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 2.4% (2.2% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* OO - ------------------------------------------------------------------------------- 7 - ----------------------- --------------------- CUSIP No. 564682 10 2 13G Page 7 of 28 - ----------------------- --------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Samstock / ZFT, L.L.C. 36-3022976 - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Illinois - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER --------------------------------------------------------------- 6 SHARED VOTING POWER 187,278 NUMBER OF SHARES BENEFICIALLY OWNED BY --------------------------------------------------------------- EACH REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 187,278 --------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 187,278 - ------------------------------------------------------------------------------- 10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 .7% (.7% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* PN - ------------------------------------------------------------------------------- 8 - ----------------------- --------------------- CUSIP No. 564682 10 2 13G Page 8 of 28 - ----------------------- --------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE PERSON EGI Holdings, Inc. 36-4175553 - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Illinois - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER --------------------------------------------------------------- 6 SHARED VOTING POWER 579,873 NUMBER OF SHARES BENEFICIALLY OWNED BY --------------------------------------------------------------- EACH REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 579,873 --------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 579,873 - ------------------------------------------------------------------------------- 10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 2.3% (2.1% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* CO - ------------------------------------------------------------------------------- 9 - ----------------------- --------------------- CUSIP No. 564682 10 2 13G Page 9 of 28 - ----------------------- --------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE PERSON EGIL Investments, Inc. 36-4175555 - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Illinois - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER --------------------------------------------------------------- 6 SHARED VOTING POWER 579,873 NUMBER OF SHARES BENEFICIALLY OWNED BY --------------------------------------------------------------- EACH REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 579,873 --------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 579,873 - ------------------------------------------------------------------------------- 10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 2.3% (2.1% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* CO - ------------------------------------------------------------------------------- 10 - ----------------------- --------------------- CUSIP No. 564682 10 2 13G Page 10 of 28 - ----------------------- --------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Ann Lurie ###-##-#### - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION USA - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER --------------------------------------------------------------- 6 SHARED VOTING POWER 1,745,388 NUMBER OF SHARES BENEFICIALLY OWNED BY --------------------------------------------------------------- EACH REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 1,745,388 --------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,745,388 - ------------------------------------------------------------------------------- 10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 6.6% (6.4% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* IN - ------------------------------------------------------------------------------- 11 - ----------------------- --------------------- CUSIP No. 564682 10 2 13G Page 11 of 28 - ----------------------- --------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Ann Lurie Revocable Trust u/t/a 12/22/89 ###-##-#### - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Illinois - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER --------------------------------------------------------------- 6 SHARED VOTING POWER NUMBER OF SHARES 346,512 BENEFICIALLY OWNED BY --------------------------------------------------------------- EACH REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 346,512 --------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 346,512 - ------------------------------------------------------------------------------- 10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 1.4% (1.3% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* OO - ------------------------------------------------------------------------------- 12 - ----------------------- --------------------- CUSIP No. 564682 10 2 13G Page 12 of 28 - ----------------------- --------------------- - ------------------------------------------------------------------------------- 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 CITIZENSHIP OR PLACE OF ORGANIZATION Nevada - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER --------------------------------------------------------------- 6 SHARED VOTING POWER 233,694 NUMBER OF SHARES BENEFICIALLY OWNED BY --------------------------------------------------------------- EACH REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 233,694 --------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 233,694 - ------------------------------------------------------------------------------- 10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 .9% (.9% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* PN - ------------------------------------------------------------------------------- 13 - ----------------------- --------------------- CUSIP No. 564682 10 2 13G Page 13 of 28 - ----------------------- --------------------- - ------------------------------------------------------------------------------- 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 CITIZENSHIP OR PLACE OF ORGANIZATION Illinois - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER --------------------------------------------------------------- 6 SHARED VOTING POWER 5,436 NUMBER OF SHARES BENEFICIALLY OWNED BY --------------------------------------------------------------- EACH REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 5,436 --------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 5,436 - ------------------------------------------------------------------------------- 10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 .02% (.02% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* PN - ------------------------------------------------------------------------------- 14 - ----------------------- --------------------- CUSIP No. 564682 10 2 13G Page 14 of 28 - ----------------------- --------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Sheli Z. Rosenberg ###-##-#### - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION USA - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 86,217 --------------------------------------------------------------- 6 SHARED VOTING POWER 1,948,689 NUMBER OF SHARES BENEFICIALLY OWNED BY --------------------------------------------------------------- EACH REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 86,217 --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 1,948,689 --------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,034,906 - ------------------------------------------------------------------------------- 10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 7.6% (7.5% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* IN - ------------------------------------------------------------------------------- 15 - ----------------------- --------------------- CUSIP No. 564682 10 2 13G Page 15 of 28 - ----------------------- --------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Mark Slezak ###-##-#### - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION USA - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER --------------------------------------------------------------- 6 SHARED VOTING POWER 1,393,440 NUMBER OF SHARES BENEFICIALLY OWNED BY --------------------------------------------------------------- EACH REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 1,393,440 --------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,393,440 - ------------------------------------------------------------------------------- 10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 5.3% (5.1% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* IN - ------------------------------------------------------------------------------- 16 - ----------------------- --------------------- CUSIP No. 564682 10 2 13G Page 16 of 28 - ----------------------- --------------------- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Arthur A. Greenberg ###-##-#### - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION USA - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 57,980 --------------------------------------------------------------- 6 SHARED VOTING POWER 1,761,411 NUMBER OF SHARES BENEFICIALLY OWNED BY --------------------------------------------------------------- EACH REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 57,980 --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 1,761,411 --------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,819,391 - ------------------------------------------------------------------------------- 10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 6.8% (6.7% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* PN - ------------------------------------------------------------------------------- 17 MANUFACTURED HOME COMMUNITIES, INC. COMMON STOCK, PAR VALUE $.01 CUSIP NUMBER 564682 10 2 ITEM 1(A). NAME OF ISSUER The Issuer is Manufactured Home Communities, Inc., a Maryland corporation. ITEM 1(B). ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES The Issuer's principal executive office is: Two North Riverside Plaza Suite 800 Chicago, Illinois 60606 ITEM 2(A). NAME OF PERSON FILING The following persons and entities are filing this Schedule 13G: Samuel Zell Samuel Zell Revocable Trust u/t/a 1/17/90 Samstock/SZRT, L.L.C., a Delaware limited liability company Samstock/ZGPI, L.L.C., a Delaware limited liability company Samstock, L.L.C., a Delaware limited liability company Samstock/ZFT, L.L.C., a Delaware limited liability company EGI Holdings, Inc., an Illinois corporation EGIL Investments, Inc., an Illinois corporation Ann Lurie Ann Lurie Revocable Trust u/t/a 12/22/89 Anda Partnership, a Nevada general partnership LFT Partnership, an Illinois general partnership Sheli Z. Rosenberg Mark Slezak Arthur A. Greenberg The above persons and entities are each a "Reporting Person" and collectively are the "Reporting Persons." ITEM 2(B). ADDRESS OF PRINCIPAL BUSINESS OFFICE OR, IF NONE, RESIDENCE The address for each Reporting Person is: Two North Riverside Plaza Chicago, Illinois 60606
Page 17 of 28 18 ITEM 2(C). CITIZENSHIP The Reporting Persons' state of organization or citizenship is as follows: Samuel Zell USA Samuel Zell Revocable Trust u/t/a 1/17/90 Illinois Samstock/SZRT, L.L.C. Delaware Samstock/ZGPI, L.L.C. Delaware Samstock, L.L.C. Delaware Samstock/ZFT, L.L.C. Delaware EGI Holdings, Inc. Illinois EGIL Investments, Inc. Illinois Ann Lurie USA Ann Lurie Revocable Trust u/t/a 12/22/89 Illinois Anda Partnership Nevada LFT Partnership Illinois Sheli Z. Rosenberg USA Mark Slezak USA Arthur A. Greenberg USA ITEM 2(D). TITLE OF CLASS OF SECURITIES Securities reported herein are common stock, par value $.01 ("Common Stock") ITEM 2(E). CUSIP NUMBER CUSIP Number is 564682 10 2 ITEM 3. IF THIS STATEMENT IS FILED PURSUANT TO RULES 13D-1(B), OR 13D-2(B), CHECK WHETHER THE PERSON FILING IS A Not applicable. ITEM 4. OWNERSHIP The Issuer is the sole general partner of MHC Operating Limited Partnership, an Illinois limited partnership (the "Operating Partnership"). Certain of the Reporting Persons: Samstock/SZRT, L.L.C.; Samstock, L.L.C.; Samstock/ZFT, L.L.C.; EGI Holdings, Inc.; EGIL Investments, Inc.; Anda Partnership; LFT Partnership; Sheli Z. Rosenberg; and Arthur A. Greenberg are limited partners of the Operating Partnership. Each limited partner of the Operating Partnership unit ("OP Units") is exchangeable, at the holder's option, on a one-for-one basis into a share
Page 18 of 28 19 of Common Stock. Amounts reported herein for each Reporting Person assume (i) the exchange of such Reporting Person's OP Units for shares of Common Stock and the exercise of options to purchase Common Stock, if applicable; and (ii) the exchange of all Reporting Persons' OP Units for shares of Common Stock and the exercise of all Reporting Persons' options to purchase Common Stock beneficially owned by the Reporting Persons. Collectively, the Reporting Persons own 3,087,781 shares of Common Stock, or 11.4%, of the issued and outstanding shares of Common Stock (assuming the conversion of all OP Units and the exercise of all options to purchase shares of Common Stock beneficially owned by the Reporting Persons). Samuel Zell has the sole power to vote and to direct the vote and the sole power to dispose and to direct the disposition of 91,070 shares of Common Stock (assuming the exercise of options to purchase 89,999 shares of Common Stock). Sheli Z. Rosenberg has the sole power to vote or to direct the vote and the sole power to dispose and to direct the disposition of 86,217 shares of Common Stock (assuming the exchange of 11,530 OP Units and the exercise of options to purchase 60,667 shares of Common Stock). Arthur A. Greenberg has the sole power to vote or to direct the vote and the sole power to dispose or to direct the disposition of 57,980 shares of Common Stock (assuming the exchange of 8,314 OP Units and the exercise of options to purchase 49,666 shares of Common Stock). Messrs. Zell, Greenberg and Slezak; Mses. Lurie and Rosenberg and the Samuel Zell Revocable Trust u/t/a 1/17/90 share the power to vote or to direct the vote and share the power to dispose or to direct the disposition of the shares of Common Stock with each of the Reporting Persons as shown in the following table: Page 19 of 28 20
SHARED POWER WITH SUCH REPORTING PERSON -------------------------------------------------------------------------------------- Total Beneficially Owned Sheli Z. Arthur A. Reporting Person ("RP") by such RP Samuel Zell Ann Lurie Rosenberg Mark Slezak Greenberg - ----------------------- ------------ -------------- -------------- --------------- --------------- -------------------- Samuel Zell Revocable Trust 4,406 4,406 0 0 0 0 Samstock/SZRT, L.L.C. 307,774(1) 307,774 0 0 0 0 Samstock/ZGPI, L.L.C. 6,003 6,003 0 0 0 0 Samstock, L.L.C. 601,665(2) 601,665 0 601,665 0 601,665 Samstock/ZFT, L.L.C. 187,278(2) 0 0 187,278 0 0 EGI Holdings, Inc. 579,873(2) 0 579,873 579,873 579,873 579,873 EGIL Investments, Inc. 579,873(2) 0 579,873 579,873 579,873 579,873 Ann Lurie Revocable Trust 346,512 0 346,512 0 0 0 Anda Partnership 233,694(2) 0 233,694 0 233,694 0 LFT Partnership 5,436(2) 0 5,436 0 0 0 ------------ -------------- -------------- --------------- --------------- -------------------- TOTAL - SHARED VOTES: 2,852,514 919,848 1,745,388 1,948,689 1,393,440 1,761,411 ------------ -------------- -------------- --------------- --------------- --------------------
SHARED POWER WITH SUCH REPORTING PERSON ------------------------------------------- Samuel Zell Reporting Person ("RP") Revocable Trust - ----------------------- --------------- Samuel Zell Revocable Trust 4,406 Samstock/SZRT, L.L.C. 307,774 Samstock/ZGPI, L.L.C. 6,003 Samstock, L.L.C. 601,665 Samstock/ZFT, L.L.C. 0 EGI Holdings, Inc. 0 EGIL Investments, Inc. 0 Ann Lurie Revocable Trust 0 Anda Partnership 0 LFT Partnership 0 --------------- TOTAL - SHARED VOTES: 919,848 ---------------
SOLE POWER WITH RESPECT TO COMMON STOCK ---------------------------------------------------------------------------------------------------- Sheli Z. Arthur A. Samuel Zell Ann Lurie Rosenberg Mark Slezak Greenberg -------------- -------------- --------------- --------------- -------------------- Samuel Zell 91,070 91,070 0 0 0 0 Ann Lurie 0 0 0 0 0 0 Sheli Z. Rosenberg 86,217 0 0 86,217 0 0 Mark Slezak 0 0 0 0 0 0 Arthur A. Greenberg 57,980 0 0 0 0 57,980 ------------ -------------- -------------- --------------- --------------- -------------------- TOTAL - SOLE VOTES: 235,267 91,070 0 86,217 0 57,980 ------------ -------------- -------------- --------------- --------------- -------------------- TOTAL - SHARED AND 3,087,781 1,018,918 1,745,388 2,034,906 1,393,440 1,813,724 ============ ============== ============== =============== =============== ==================== SOLE VOTES: 11.4% 3.7% 6.4% 7.5% 5.1% 6.7%
SOLE POWER WITH RESPECT TO COMMON STOCK --------------------------------------------- Samuel Zell Revocable Trust --------------- Samuel Zell 0 Ann Lurie 0 Sheli Z. Rosenberg 0 Mark Slezak 0 Arthur A. Greenberg 0 --------------- TOTAL - SOLE VOTES: 0 --------------- TOTAL - SHARED AND 919,848 =============== SOLE VOTES: 3.4%
(1) Includes 13,641 OP Units which are exchangeable at the holder's option on a one-for-one basis into shares of Common Stock. (2) Represents OP Units. Page 20 of 28 21 ITEM 5. OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS Not applicable. ITEM 6. OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER PERSON Not applicable. ITEM 7. IDENTIFICATION AND CLASSIFICATION OF THE SUBSIDIARY WHICH ACQUIRED THE SECURITY BEING REPORTED ON BY THE PARENT HOLDING COMPANY Not applicable. ITEM 8. IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP Not applicable. ITEM 9. NOTICE OF DISSOLUTION OF GROUP Not applicable. ITEM 10. CERTIFICATE Not applicable.
Page 21 of 28 22 SIGNATURE 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. Dated: February 17, 1998 SAMUEL ZELL REVOCABLE TRUST, U/T/A 1/17/90 By: /s/ Samuel Zell --------------------------- Trustee SAMSTOCK, L.L.C., A DELAWARE LIMITED LIABILITY COMPANY By: /s/ Sheli Z. Rosenberg --------------------------- Its: Vice President SAMSTOCK/SZRT, L.L.C., A DELAWARE LIMITED LIABILITY By: /s/ Sheli Z. Rosenberg --------------------------- Its: Vice President SAMSTOCK/ZGPI, L.L.C., A DELAWARE LIMITED LIABILITY By: /s/ Sheli Z. Rosenberg --------------------------- Its: Vice President Page 22 of 28 23 SAMSTOCK/ZFT, L.L.C., A DELAWARE LIMITED LIABILITY By: /s/ Sheli Z. Rosenberg ------------------------------------------- Its: Vice President EGI HOLDINGS, INC., AN ILLINOIS CORPORATION By: /s/ Sheli Z. Rosenberg ------------------------------------------- Its: Vice President ANN LURIE REVOCABLE TRUST, U/T/A 12/22/89 By: /s/ Ann Lurie ------------------------------------------- Its: Trustee EGIL INVESTMENTS, INC., AN ILLINOIS CORPORATION By: /s/ Mark Slezak ------------------------------------------- Its: Vice President ANDA PARTNERSHIP, A NEVADA GENERAL PARTNERSHIP By: Ann Only Trust, a general partner By: /s/ Ann Lurie ------------------------------------------- Its: Co-Trustee Page 23 of 28 24 LFT PARTNERSHIP, AN ILLINOIS GENERAL PARTNERSHIP By: Jesse Trust, a general partner By: /s/ Ann Lurie ------------------------------------------- Its: Trustee /s/ Samuel Zell ----------------------------------------------- Samuel Zell /s/ Ann Lurie ----------------------------------------------- Ann Lurie /s/ Sheli Z. Rosenberg ----------------------------------------------- Sheli Z. Rosenberg /s/ Arthur A. Greenberg ----------------------------------------------- Arthur A. Greenberg /s/ Mark Slezak ----------------------------------------------- Mark Slezak Page 24 of 28 25 JOINT FILING AGREEMENT AGREEMENT dated as February 17, 1998 among Samuel Zell Revocable Trust u/t/a 1/17/90; Samstock, L.L.C., a Delaware limited liability company; Samstock/SZRT, L.L.C., a Delaware limited liability company; Samstock/ZGPI, L.L.C., a Delaware limited liability company; Samstock/ZFT, L.L.C., a Delaware limited liability company; EGI Holdings, Inc., an Illinois corporation; Ann Lurie Revocable Trust u/t/a 12/22/89; EGIL Investments, Inc., an Illinois corporation; Anda Partnership, a Nevada general partnership; LFT Partnership, an Illinois general partnership; Samuel Zell; Ann Lurie; Sheli Z. Rosenberg; Arthur A. Greenberg; and Mark Slezak (collectively the "Reporting Persons"). WHEREAS, the Reporting Persons beneficially own or have the right to acquire shares of common stock $0.1 par value, of Manufactured Home Communities, Inc., a Maryland corporation; WHEREAS, the parties hereto may be deemed to constitute a "group" for purposes of Section 13(d) (3) of the Securities Exchange Act of 1934, as amended (the "Act"); and WHEREAS, each of the parties hereto desire by this Agreement to provide for the joint filing of a Schedule 13G, and all amendments thereto, with the Securities and Exchange Commission. NOW, THEREFORE, the parties hereto agree as follows: 1. The parties hereto will join in the preparation and filing of a single statement containing the information required by Schedule 13G, and all amendments thereto, and the Schedule 13G and all such amendments will be filed on behalf of each party hereto; 2. Each party hereto will be responsible for the timely filing of the Schedule 13G, and all amendments thereto, and for the completeness and accuracy of the information concerning such party contained therein. No party hereto will be responsible for the completeness or accuracy of the information concerning any other party contained in the Schedule 13G or any amendment thereto, except to the extent such party knows or has reason to believe that such information is inaccurate. 3. Susan Obuchowski will be designated as the person authorized to receive notices and communications with respect to the Schedule 13G and all amendments thereto. Page 25 of 28 26 4. This Agreement may be executed in counterparts, all of which when taken together will constitute one and the same instrument. IN WITNESS WHEREOF, the undersigned have executed this Agreement as of the date first above written. SAMUEL ZELL REVOCABLE TRUST U/T/A 1/17/90 By: /s/ Samuel Zell ------------------------------------- Its: Trustee SAMSTOCK, L.L.C., A DELAWARE LIMITED LIABILITY COMPANY By: /s/ Sheli Z. Rosenberg ------------------------------------- Its: Vice President SAMSTOCK/SZRT, L.L.C., A DELAWARE LIMITED LIABILITY By: /s/ Sheli Z. Rosenberg ------------------------------------- Its: Vice President SAMSTOCK/ZGPI, L.L.C., A DELAWARE LIMITED LIABILITY By: /s/ Sheli Z. Rosenberg ------------------------------------- Its: Vice President Page 26 of 28 27 SAMSTOCK/ZFT, L.L.C., A DELAWARE LIMITED LIABILITY By: /s/ Sheli Z. Rosenberg ------------------------------------------ Its: Vice President EGI HOLDINGS, INC., AN ILLINOIS CORPORATION By: /s/ Sheli Z. Rosenberg ------------------------------------------ Its: Vice President ANN LURIE REVOCABLE TRUST, U/T/A 12/22/89 By: /s/ Ann Lurie ------------------------------------------ Its: Trustee EGIL INVESTMENTS, INC., AN ILLINOIS CORPORATION By: /s/ Mark Slezak ------------------------------------------ Its: Vice President ANDA PARTNERSHIP, A NEVADA GENERAL PARTNERSHIP By: Ann Only Trust, a general partner By: /s/ Ann Lurie ------------------------------------------ Its: Co-Trustee Page 27 of 28 28 LFT PARTNERSHIP, AN ILLINOIS GENERAL PARTNERSHIP By: Jesse Trust, a general partner By: /s/ Ann Lurie ------------------------------------------ Its: Trustee /s/ Samuel Zell ----------------------------------------------- Samuel Zell /s/ Ann Lurie ----------------------------------------------- Ann Lurie /s/ Sheli Z. Rosenberg ----------------------------------------------- Sheli Z. Rosenberg /s/ Arthur A. Greenberg ----------------------------------------------- Arthur A. Greenberg /s/ Mark Slezak ----------------------------------------------- Mark Slezak Page 28 of 28
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