-----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, TbK4n7SY4Ktx/f4eehJzOk64MnhBkRe19rQIdthNNf1pHf/vmUBhn57Rm8rTpDib Z5Lp5VFNBITy9MDERlW1zw== 0000854560-05-000022.txt : 20050214 0000854560-05-000022.hdr.sgml : 20050214 20050214200523 ACCESSION NUMBER: 0000854560-05-000022 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 JOSEPH W CENTRAL INDEX KEY: 0001044047 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: 05614132 BUSINESS ADDRESS: STREET 1: 1451 E BATTLEFIELD CITY: SPRINGFIELD STATE: MO ZIP: 65804 BUSINESS PHONE: 4178874400 MAIL ADDRESS: STREET 2: P O BOX 9009 CITY: SPRINGFIELD STATE: MO ZIP: 65808-9009 5 1 primary_doc.xml PRIMARY DOCUMENT X0202 5 2004-12-31 0 0 0 0000854560 GREAT SOUTHERN BANCORP INC GSBC 0001044047 TURNER JOSEPH W P O BOX 9009 SPRINGFIELD MO 65808-9009 1 1 0 0 President/CEO Common stock 97740 D Trust Preferred Issue 2500 D Common stock 3952 I 401(k) Plan Common stock 2004-09-30 5 J 0 7752 0 A 369738 I Turner Family LTD Partnership Option to purchase 14.1873 2006-09-24 Common stock 15000 15000 D Option to purchase 20.01 2007-09-18 Common stock 15000 30000 D Option to purchase 20.12 2013-09-25 Common stock 16000 46000 D Option to purchase 32.07 2014-09-22 Common stock 12000 58000 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 involving the reporting person, Joseph W. Turner, and his sister, Julie T. Brown, a director of the issuer, and their parents, William V. Turner, Chairman of the Board of Directors of the issuer, and Ann S. Turner. 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 Footnote 2 below) (con't from Footnote 1) Prior to the Exchange, as limited partners of the Partnership, Joseph Turner and Julie Brown were not, for purposes of Section 16 of the Securities Exchange Act of 1934 (the "1934 Act"), deemed to beneficially own any of the 1,566,024 shares of the issuer's common stock held by the Partnership. Pursuant to the exchange agreement, each of Joseph Turner and Julie Brown obtained 400 general partnership units in exchange for 548 limited partnership units and each of William Turner and Ann Turner obtained 548 limited partnership units in exchange for all 400 of their respective general partnership units. (continued in Footnote 3 below) (continued form Footnote 2) As a result of the Exchange, for purposes of Section 16 of the 1934 Act, Joseph Turner and Julie Brown are now each deemed to beneficially own 23.61% of the 1,566,024 shares of the issuer's common stock held by the Partnership. This reflects their respective shares of the Partnership's capital account represented by their general partnership units and remaining limited partnership units, as well as the limited partnership units held by trusts established for the benefit of their children, who reside in their households. 3,750 shares vested on 9/24/2002 3,750 shares vested on 9/24/2003 3,750 shares vested on 9/24/2004 3,750 shares vest on 9/24/2005 3,750 shares vested on 9/18/2003 3,750 shares vested on 9/18/2004 3,750 shares vest on 9/18/2005 3,750 shares vest on 9/18/2006 4,000 shares vest on 9/25/2005 4,000 shares vest on 9/25/2006 4,000 shares vest on 9/25/2007 4,000 shares vest on 9/25/2008 3,000 shares vest on 9/22/2006 3,000 shares vest on 9/22/2007 3,000 shares vest on 9/22/2008 3,000 shares vest on 9/22/2009 Matt Snyder, Attorney-in-fact for Joseph W. Turner 2005-02-14 -----END PRIVACY-ENHANCED MESSAGE-----