-----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, IM//dVaSUdmsSnkZIuB8ZuRgrOYqMHIbRAg+EiBQNDJ5yRusUw8+Dh+JNPJpKAjK QP/tsgJx4hHoLJ2U2ujwNA== 0000854560-05-000021.txt : 20050214 0000854560-05-000021.hdr.sgml : 20050214 20050214183058 ACCESSION NUMBER: 0000854560-05-000021 CONFORMED SUBMISSION TYPE: 5 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20041231 FILED AS OF DATE: 20050214 DATE AS OF CHANGE: 20050214 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: GREAT SOUTHERN BANCORP INC CENTRAL INDEX KEY: 0000854560 STANDARD INDUSTRIAL CLASSIFICATION: STATE COMMERCIAL BANKS [6022] IRS NUMBER: 431524856 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 1451 E BATTLEFIELD CITY: SPRINGFIELD STATE: MO ZIP: 65804 BUSINESS PHONE: 4177764400 MAIL ADDRESS: STREET 1: P O BOX 9009 STREET 2: P O BOX 9009 CITY: SPRINGFIELD STATE: MO ZIP: 65808-9009 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: TURNER WILLIAM V CENTRAL INDEX KEY: 0001044043 STANDARD INDUSTRIAL CLASSIFICATION: SAVINGS INSTITUTIONS, NOT FEDERALLY CHARTERED [6036] STATE OF INCORPORATION: DE FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 5 SEC ACT: 1934 Act SEC FILE NUMBER: 000-18082 FILM NUMBER: 05613580 BUSINESS ADDRESS: STREET 1: 1451 E BATTLEFIELD CITY: SPRINGFIELD STATE: MO ZIP: 65804 BUSINESS PHONE: 4178874400 MAIL ADDRESS: STREET 1: 925 ST ANDREWS CIRCLE CITY: SPRINGFIELD STATE: MO ZIP: 65809 5 1 primary_doc.xml PRIMARY DOCUMENT X0202 5 2004-12-31 0 0 0 0000854560 GREAT SOUTHERN BANCORP INC GSBC 0001044043 TURNER WILLIAM V 925 ST ANDREWS CIRCLE SPRINGFIELD MO 65809 1 0 1 0 Common stock 381222 D Common stock 4189 I 401(k) Plan Common stock 75456 I Spouse's Trust & IRA Common stock 1310 I Spouse's 401(k) Plan Common stock 2004-09-30 5 J 0 15504 0 D 0 I Turner Family LTD Partnership Option to purchase 8.7142 2005-09-20 Common stock 11250 11250 D Option to purchase 14.1873 2006-09-24 Common stock 15000 26250 D Option to purchase 20.01 2007-09-18 Common stock 15000 41250 D Option to purchase 20.12 2013-09-25 Common stock 16000 57250 D Option to purchase 32.07 2014-09-22 Common stock 12000 69250 D The Turner Family Limited Partnership (the "Partnership") continues to own the same number of shares (1,566,024) as it did immediately prior to this transaction. The transaction reflects an exchange (the "Exchange") of partnership units in the Partnership for estate planning purposes by the reporting person, William V. Turner, and his spouse, Ann S. Turner, with their children, Joseph W. Turner, President and CEO and a director of the issuer and Julie T. Brown, a director of the issuer. Although, as a result of the Exchange, Joseph Turner and Julie Brown replaced William and Ann Turner as general partners, each family member's share of the Partnership's capital account and profits did not substantially change and their economic interest in the shares of the issuer's common stock held by the Partnership were not significantly affected by the Exchange. (continued in Footnote2 below) (con't from Footnote1) Prior to the Exchange, as the general partners of the Partnership, William and Ann Turner were, for purposes of Section 16 of the Securities Exchange Act of 1934 (the "1934 Act"), together deemed to beneficially own 54.14% of the 1,566,024 shares of the issuer's common stock held by the Partnership, which reflected their combined share of the Partnership's capital account. Pursuant to the exchange agreement, each of William and Ann Turner obtained 548 limited partnership units in exchange for all 400 of their respective general partnership units, and each of Joseph Turner and Julie Brown obtained 400 general partnership units in exchange for 548 limited partnership units. As a result of the Exchange, for purposes of Section 16 of the 1934 Act, Joseph Turner and Julie Brown are now deemed to beneficially own the shares of the issuer's common stock held by the Partnership to the extent of their respective proportionate shares of the Partnership's cap ital account. 3,750 shares vested on 9/20/2002 3,750 shares vested on 9/20/2003 3,750 shares vested on 9/20/2004 3,750 shares vested on 09/24/2002 3,750 shares vested on 09/24/2003 3,750 shares vested on 09/24/2004 3,750 shares vest on 09/24/2005 3,750 shares vested on 09/18/2003 3,750 shares vested on 09/18/2004 3,750 shares vest on 09/18/2005 3,750 shares vest on 09/18/2006 4,000 vest on 09/25/2005 4,000 vest on 09/25/2006 4,000 vest on 09/25/2007 4,000 vest on 09/25/2008 3,000 shares vest on 09/22/2006 3,000 shares vest on 09/22/2007 3,000 shares vest on 09/22/2008 3,000 shares vest on 09/22/2009 Matt Snyder, Attorney-in-fact for William V. Turner 2005-02-14 -----END PRIVACY-ENHANCED MESSAGE-----