-----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, LuYCyu1/MK1liyBGHjUn+wYSKZR+n8RyQ9l6twE5dOhKgxNnTUIGOp/uD62LS8E/ 5pYAKj80o+lWWVc2ICz6Ew== 0000950134-98-000296.txt : 19980119 0000950134-98-000296.hdr.sgml : 19980119 ACCESSION NUMBER: 0000950134-98-000296 CONFORMED SUBMISSION TYPE: SC 13D/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 19980116 SROS: NASD GROUP MEMBERS: DAVID A. SMITH GROUP MEMBERS: DELMER W. DALLAS GROUP MEMBERS: DELORES KESLER GROUP MEMBERS: FRED ELEFANT GROUP MEMBERS: FREDERICK E. DELL GROUP MEMBERS: GULF SOUTH MEDICAL SUPPLY INC GROUP MEMBERS: JAMES B. STALLINGS, JR. GROUP MEMBERS: JAMES L. L. TULLIS GROUP MEMBERS: JOHN F. SASEN, SR. GROUP MEMBERS: PATRICK C. KELLY GROUP MEMBERS: T. O'NEAL DOUGLAS GROUP MEMBERS: WILLIAM C. MASON SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: PHYSICIAN SALES & SERVICE INC /FL/ CENTRAL INDEX KEY: 0000920527 STANDARD INDUSTRIAL CLASSIFICATION: WHOLESALE-MEDICAL, DENTAL & HOSPITAL EQUIPMENT & SUPPLIES [5047] IRS NUMBER: 592280364 STATE OF INCORPORATION: FL FISCAL YEAR END: 0329 FILING VALUES: FORM TYPE: SC 13D/A SEC ACT: SEC FILE NUMBER: 005-48209 FILM NUMBER: 98508201 BUSINESS ADDRESS: STREET 1: 4345 SOUTHPOINT BLVD STREET 2: STE 250 CITY: JACKSONVILLE STATE: FL ZIP: 32216 BUSINESS PHONE: 9043323000 MAIL ADDRESS: STREET 1: 7800 BELFORT PARKWAY STREET 2: STE 250 CITY: JACKSONVILLE STATE: FL ZIP: 32256 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: GULF SOUTH MEDICAL SUPPLY INC CENTRAL INDEX KEY: 0000889885 STANDARD INDUSTRIAL CLASSIFICATION: WHOLESALE-MEDICAL, DENTAL & HOSPITAL EQUIPMENT & SUPPLIES [5047] IRS NUMBER: 640831411 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13D/A BUSINESS ADDRESS: STREET 1: ONE WOODGREEN PLACE CITY: MADISON STATE: MS ZIP: 39110 BUSINESS PHONE: 6018565900 MAIL ADDRESS: STREET 1: 426 CHRISTINE DR CITY: RIDGELAND STATE: MS ZIP: 39157 SC 13D/A 1 AMENDMENT TO SCHEDULE 13D 1 ------------------------------ OMB APPROVAL ------------------------------ OMB Number: 3235-0145 Expires: October 31, 1997 Estimated average burden hours per response ............14.90 ------------------------------ SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D (Rule 13d-101) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO 13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2(a) (AMENDMENT NO. 1)(1) PHYSICIAN SALES & SERVICE, INC. - -------------------------------------------------------------------------------- (Name of Issuer) - -------------------------------------------------------------------------------- Common Stock, $.01 Par Value Per Share - -------------------------------------------------------------------------------- (Title of Class of Securities) 7194-OL-107 - -------------------------------------------------------------------------------- (CUSIP Number) Stanton Keith Pritchard, Gulf South Medical Supply, Inc. One Woodgreen Place, Madison, MS 39110 (610) 856-5900 - -------------------------------------------------------------------------------- (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications) December 14, 1997 - -------------------------------------------------------------------------------- (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 [ ]. NOTE: Six copies of this statement, including all exhibits, should be filed with the Commission. See Rule 13d-1(a) for other parties to whom copies are to be sent. (Continued on following pages) (Page 1 of 19 Pages) - --------- ------------- (1) 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 the 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. 7194-OL-107 13D PAGE 2 OF 19 PAGES - --------- ---------------------------------------------------------------------- 1 NAME OF REPORTING PERSON Gulf South Medical Supply, Inc. I.R.S. IDENTIFICATION NO. OF ABOVE PERSON 06-1251310 - --------- ---------------------------------------------------------------------- 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 State of Delaware - --------------------------- -------- ------------------------------------------- 7 SOLE VOTING POWER 8,098,523 (acquisition of such shares is conditioned upon the occurrence of certain events specified in a Stock Option Agreement dated December 14, 1997 and filed as Exhibit 2 to the Schedule 13D filed on December 24, 1997, which is hereby SHARES incorporated by reference). BENEFICIALLY -------- ------------------------------------------ OWNED BY 8 SHARED VOTING POWER EACH 2,719,423 REPORTING -------- ------------------------------------------ PERSON 9 SOLE DISPOSITIVE POWER WITH 8,098,523 (acquisition of such shares is conditioned upon the occurrence of certain events specified in a Stock Option Agreement dated December 14, 1997 and filed as Exhibit 2 to the Schedule 13D filed on December 24, 1997, which is hereby incorporated by reference). -------- ------------------------------------------- 10 SHARED DISPOSITIVE POWER -0- - --------- ---------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 10,817,946 - --------- ---------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN [ ] SHARES* - --------- ---------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 21.8% - --------- ---------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON * CO - --------- ---------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! 3 CUSIP NO. 7194-OL-107 13D PAGE 3 OF 19 PAGES - --------- ---------------------------------------------------------------------- 1 NAME OF REPORTING PERSON Delmer W. Dallas S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON - --------- ---------------------------------------------------------------------- 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 United States - --------------------------- -------- ------------------------------------------- 7 SOLE VOTING POWER -0- - ------------------------------------------------------------------------------- 8 SHARED VOTING POWER SHARES BENEFICIALLY 131,144 OWNED BY -------- ------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING 131,144 (subject to the restrictions set PERSON forth in that certain Affiliate Agreement WITH dated December 14, 1997 and attached as Exhibit 6 to the Schedule 13D filed on December 24, 1997, which is hereby incorporated by reference). -------- ------------------------------------------- 10 SHARED DISPOSITIVE POWER -0- - --------- ---------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 131,144 - --------- ---------------------------------------------------------------------- 12 CHECK BOX IF THE 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 INSTRUCTIONS BEFORE FILLING OUT! 4 CUSIP NO. 7194-OL-107 13D PAGE 4 OF 19 PAGES - --------- ---------------------------------------------------------------------- 1 NAME OF REPORTING PERSON Frederick E. Dell S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON - --------- ---------------------------------------------------------------------- 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 United States - --------------------------- -------- ------------------------------------------- 7 SOLE VOTING POWER -0- SHARES -------- ------------------------------------------- BENEFICIALLY 8 SHARED VOTING POWER OWNED BY 239,449 EACH -------- ------------------------------------------- REPORTING 9 SOLE DISPOSITIVE POWER PERSON 239,449 (subject to the restrictions set forth in that certain Affiliate Agreement dated December 14, 1997 and attached as WITH Exhibit 6 to the Schedule 13D filed on December 24, 1997 which is hereby incorporated by reference). -------- ------------------------------------------- 10 SHARED DISPOSITIVE POWER -0- - --------- ---------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 239,449 - --------- ---------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN [ ] SHARES* - --------- ---------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) .6% - --------- ---------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON * IN - --------- ---------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! 5 CUSIP NO. 7194-OL-107 13D PAGE 5 OF 19 PAGES - --------- ---------------------------------------------------------------------- 1 NAME OF REPORTING PERSON T. O'Neal Douglas S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON - --------- ---------------------------------------------------------------------- 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 United States - --------------------------- -------- ------------------------------------------- 7 SOLE VOTING POWER -0- -------- ------------------------------------------- SHARES 8 SHARED VOTING POWER BENEFICIALLY OWNED BY 18,000 -------- ------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON 18,000 (subject to the restrictions set forth in that certain Affiliate Agreement dated December 14, 1997 and attached as Exhibit 6 to the Schedule 13D filed on December 24, 1997 which is hereby WITH incorporated by reference). -------- ------------------------------------------- 10 SHARED DISPOSITIVE POWER -0- - --------- ---------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 18,000 - --------- ---------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN [ ] SHARES* - --------- ---------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) Less than .1% - --------- ---------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON * IN - --------- ---------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! 6 CUSIP NO. 7194-OL-107 13D PAGE 6 OF 19 PAGES - --------- ---------------------------------------------------------------------- 1 NAME OF REPORTING PERSON Fred Elefant S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON - --------- ---------------------------------------------------------------------- 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 United States - --------------------------- -------- ------------------------------------------- 7 SOLE VOTING POWER -0- SHARES -------- ------------------------------------------- BENEFICIALLY 8 SHARED VOTING POWER OWNED BY 500,255 EACH -------- ------------------------------------------- REPORTING 9 SOLE DISPOSITIVE POWER PERSON 500,255 (subject to the restrictions set forth in that certain Affiliate Agreement dated December 14, 1997 and attached as WITH Exhibit 6 to the Schedule 13D filed on December 24, 1997 which is hereby incorporated by reference). -------- ------------------------------------------- 10 SHARED DISPOSITIVE POWER -0- - --------- ---------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 500,255 - --------- ---------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN [ ] SHARES* - --------- ---------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 1.2% - --------- ---------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON * IN - --------- ---------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! 7 CUSIP NO. 7194-OL-107 13D PAGE 7 OF 19 PAGES - --------- ---------------------------------------------------------------------- 1 NAME OF REPORTING PERSON Patrick C. Kelly S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON - --------- ---------------------------------------------------------------------- 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 United States - --------------------------- -------- ------------------------------------------- 7 SOLE VOTING POWER -0- -------- ------------------------------------------- SHARES 8 SHARED VOTING POWER BENEFICIALLY OWNED BY 1,126,323 -------- ------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON 1,126,323 (subject to the restrictions set forth in that certain Affiliate Agreement dated December 14, 1997 and attached as Exhibit 6 to the Schedule 13D filed on December 24, 1997 which is hereby WITH incorporated by reference). -------- ------------------------------------------- 10 SHARED DISPOSITIVE POWER -0- - --------- ---------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,126,323 - --------- ---------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN [X] SHARES* - --------- ---------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 2.7% - --------- ---------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON * IN - --------- ---------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! 8 CUSIP NO. 7194-OL-107 13D PAGE 8 OF 19 PAGES - --------- ---------------------------------------------------------------------- 1 NAME OF REPORTING PERSON Delores Kesler S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON - --------- ---------------------------------------------------------------------- 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 United States - --------------------------- -------- ------------------------------------------- 7 SOLE VOTING POWER -0- -------- ------------------------------------------- SHARES 8 SHARED VOTING POWER BENEFICIALLY OWNED BY 1,500 -------- ------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON 1,500 (subject to the restrictions set forth in that certain Affiliate Agreement dated December 14, 1997 and attached as Exhibit 6 to the Schedule 13D filed on December 24, 1997 which is hereby incorporated by reference). -------- ------------------------------------------- WITH 10 SHARED DISPOSITIVE POWER -0- - --------- ---------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,500 - --------- ---------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN [ ] SHARES* - --------- ---------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) less than .1% - --------- ---------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON * IN - --------- ---------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! 9 CUSIP NO. 7194-OL-107 13D PAGE 9 OF 19 PAGES SCHEDULE 13D - --------- ---------------------------------------------------------------------- 1 NAME OF REPORTING PERSON William C. Mason S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON - --------- ---------------------------------------------------------------------- 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 United States - --------------------------- -------- ------------------------------------------- 7 SOLE VOTING POWER -0- -------- ------------------------------------------- SHARES 8 SHARED VOTING POWER BENEFICIALLY OWNED BY -0- -------- ------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON -0- -------- ------------------------------------------- WITH 10 SHARED DISPOSITIVE POWER -0- - --------- ---------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON -0- - --------- ---------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN [ ] SHARES* - --------- ---------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) -0- - --------- ---------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON * IN - --------- ---------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! 10 CUSIP NO. 7194-OL-107 13D PAGE 10 OF 19 PAGES - --------- ---------------------------------------------------------------------- 1 NAME OF REPORTING PERSON John F. Sasen, Sr. S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON - --------- ---------------------------------------------------------------------- 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 United States - --------------------------- -------- ------------------------------------------- 7 SOLE VOTING POWER -0- -------- ------------------------------------------- SHARES 8 SHARED VOTING POWER BENEFICIALLY OWNED BY 229,844 -------- ------------------------------------------- 9 SOLE DISPOSITIVE POWER EACH 229,844 (subject to the restrictions set REPORTING forth in that certain Affiliate Agreement PERSON dated December 14, 1997 and attached as Exhibit 6 to the Schedule 13D filed on December 24, 1997 which is hereby incorporated by reference). -------- ------------------------------------------- WITH 10 SHARED DISPOSITIVE POWER -0- - --------- ---------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 229,844 - --------- ---------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN [ ] SHARES* - --------- ---------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) .6% - --------- ---------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON * IN - --------- ---------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! 11 CUSIP NO. 7194-OL-107 13D PAGE 11 OF 19 PAGES - --------- ---------------------------------------------------------------------- 1 NAME OF REPORTING PERSON David A. Smith S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON - --------- ---------------------------------------------------------------------- 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 United States - --------------------------- -------- ------------------------------------------- 7 SOLE VOTING POWER -0- -------- ------------------------------------------- SHARES 8 SHARED VOTING POWER BENEFICIALLY OWNED BY 209,494 -------- ------------------------------------------- 9 SOLE DISPOSITIVE POWER EACH REPORTING 209,494 (subject to the restrictions set PERSON forth in that certain Affiliate Agreement dated December 14, 1997 and attached as Exhibit 6 to the Schedule 13D filed on December 24, 1997 which is hereby incorporated by reference). -------- ------------------------------------------- WITH 10 SHARED DISPOSITIVE POWER -0- - --------- ---------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 209,494 - --------- ---------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN [ ] SHARES* - --------- ---------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) .5% - --------- ---------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON * IN - --------- ---------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! 12 CUSIP NO. 7194-OL-107 13D PAGE 12 OF 19 PAGES - --------- ---------------------------------------------------------------------- NAME OF REPORTING PERSON James B. Stallings, Jr. S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON - --------- ---------------------------------------------------------------------- 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 United States - --------------------------- -------- ------------------------------------------- 7 SOLE VOTING POWER -0- -------- ------------------------------------------- SHARES 8 SHARED VOTING POWER BENEFICIALLY OWNED BY 47,566 -------- ------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON 47,566 (subject to the restrictions set forth in that certain Affiliate Agreement dated December 14, 1997 and attached as Exhibit 6 to the Schedule 13D filed on December 24, 1997 which is hereby incorporated by reference). -------- ------------------------------------------- WITH 10 SHARED DISPOSITIVE POWER -0- - --------- ---------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 47,566 - --------- ---------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN [ ] SHARES* - --------- ---------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) .1% - --------- ---------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON * IN - --------- ---------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! 13 CUSIP NO. 7194-OL-107 13D PAGE 13 OF 19 PAGES - --------- ---------------------------------------------------------------------- NAME OF REPORTING PERSON James L.L. Tullis S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON - --------- ---------------------------------------------------------------------- 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 United States - --------------------------- -------- ------------------------------------------- 7 SOLE VOTING POWER -0- -------- ------------------------------------------- SHARES 8 SHARED VOTING POWER BENEFICIALLY OWNED BY 215,848 -------- ------------------------------------------- 9 SOLE DISPOSITIVE POWER EACH 215,848 (subject to the restrictions set REPORTING forth in that certain Affiliate Agreement PERSON dated December 14, 1997 and attached as Exhibit 6 to the Schedule 13D filed on December 24, 1997 which is hereby incorporated by reference). -------- ------------------------------------------- WITH 10 SHARED DISPOSITIVE POWER -0- - --------- ---------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 215,848 - --------- ---------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN [ ] SHARES* - --------- ---------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) .5% - --------- ---------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON * IN - --------- ---------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! 14 CUSIP NO. 7194-OL-107 13D PAGE 14 OF 19 PAGES This Schedule 13D Amendment No. 1 ("13D Amendment") amends the Schedule 13D (the "Original 13D") filed on December 24, 1997 with the Securities and Exchange Commission ("SEC") on behalf of Gulf South Medical Supply, Inc. ("GSMS"), Delmer W. Dallas, Frederick E. Dell, T. O'Neal Douglas, Fred Elefant, Patrick C. Kelly, Delores Kesler, William C. Mason, John F. Sasen, Sr., David A. Smith, James B. Stallings, Jr. and James L.L. Tullis (individually, a "Reporting Person" and collectively, "Reporting Persons"). The Original 13D contained inaccurate information as to the shares beneficially owned by GSMS, Patrick C. Kelly, Fred Elefant and James L.L. Tullis, and this 13D Amendment is being filed to correct that information. Unless otherwise noted, the information contained in this 13D Amendment amends and supplements information previously disclosed in the Original 13D, and that Schedule 13D is hereby incorporated by reference. Neither the filing of this statement on Schedule 13D nor any of its contents shall be deemed to constitute an admission by GSMS or any of the Reporting Persons that he, she or it is the beneficial owner of any of the Common Stock referred to herein for purposes of Section 13(d) of the Securities Exchange Act of 1934, as amended (the "Act"), or for any other purpose, and such beneficial ownership is expressly disclaimed. Any information contained herein as to any Reporting Person has been provided by such Reporting Person. ITEM 5. INTEREST IN SECURITIES OF THE ISSUER Item 5 of the Original 13D is replaced in its entirety with the following: (a) - (b) As a result of the Voting Agreement, GSMS has shared power to vote an aggregate of 2,719,423 shares of Issuer Common Stock (taking into consideration the 737,739 options held by the Reporting Persons listed on Schedule III) for the limited purposes described in Item 4 above, and such shares constitute approximately 6.6% of the Issuer's Common Stock, based on an aggregate of 40,696,097 shares issued and outstanding as of December 14, 1997. To the extent that GSMS, as permitted by the Voting Agreement, requests proxies to vote all of the shares of Issuer Common Stock subject to the Voting Agreement and such proxies are so granted, GSMS will have the sole voting power with respect to such shares in connection with any vote on the Merger, Merger Agreement or the Amendment as described in Item 4. If the Option is exercised, GSMS will have the right to acquire 8,098,523 shares of Issuer Common Stock. If acquired, GSMS would have sole voting and dispositive power over such shares, and such shares would constitute approximately 16.7% of the Issuer's Common Stock, based on an aggregate of 40,696,097 shares issued and outstanding as of December 14, 1997. As a result of the Voting Agreement and if the Option is exercised, GSMS may be deemed to beneficially own an aggregate of 10,817,946 shares of Issuer Common Stock (taking into consideration the 737,739 options held by the Reporting Persons listed on Schedule III), and such shares would constitute approximately 21.8% of the Issuer's Common Stock, based on an aggregate of 40,696,097 shares issued and outstanding as of December 14, 1997. 15 CUSIP NO. 7194-OL-107 13D PAGE 15 OF 19 PAGES Set forth on Schedule III opposite each Reporting Person's name is (i) that number of shares of Issuer Common Stock beneficially owned by such Reporting Person as of the date hereof (identifying those shares which there is a right to purchase) and (ii) the percentage of issued and outstanding Issuer Common Stock that such shares represent (based on an aggregate of 40,696,097 shares of Issuer Common Stock issued and outstanding as of December 14, 1997). As a result of and subject to the Voting Agreement, each of the Reporting Persons, other then GSMS, share voting power with GSMS to vote that number of shares of Issuer Common Stock as is set forth on Schedule III opposite such Reporting Person's name for the limited purposes described in Item 4 above. Thomas G. Hixon owns 10,000 shares of Issuer Common Stock. To GSMS' knowledge, no other shares of Issuer Common Stock are beneficially owned by any of the other persons named in Schedule I. (c) Neither GSMS, nor, to GSMS' knowledge, any person named in Schedule I, has affected any transaction in the Issuer Common Stock during the past 60 days. Each Reporting Person represents on behalf of itself that it has not affected any transaction in Issuer Common Stock during the past 60 days. (d) Not applicable. (e) Not applicable. 16 CUSIP NO. 7194-OL-107 13D PAGE 16 OF 19 PAGES 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. Date: January 16, 1998 GULF SOUTH MEDICAL SUPPLY, INC. /s/ Stanton Keith Pritchard --------------------------------------- By: Stanton Keith Pritchard Title: Senior Vice President, Business Development and Administration, Secretary and General Counsel 17 CUSIP NO. 7194-OL-107 13D PAGE 17 OF 19 PAGES 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. Date: January 16, 1998 /s/ James L.L. Tullis /s/ Delores Kesler /s/ Patrick C. Kelly /s/ John F. Sasen, Sr. /s/ David A. Smith /s/ James B. Stallings, Jr. /s/ Frederick E. Dell /s/ Delmer W. Dallas /s/ T. O'Neal Douglas /s/ Fred Elefant /s/ William C. Mason 18 CUSIP NO. 7194-OL-107 13D PAGE 18 OF 19 PAGES SCHEDULE I
Name and Residence or Business Address if Name and Address of any Corporation different from that listed Principal Occupation or Other Organization in in Column Three or Employment Which Employment is Conducted -------------------------- -------------------- ----------------------------------- David L. Bogetz Senior Vice President, Private Equity ABN Amro Chicago Corporation Management 208 South LaSalle, 10th Floor Chicago, IL 60604 Guy W. Edwards Consultant Not applicable. 567 Arbor Drive Madison, MS 39110 Melvin L. Hecktman President Hecktman Management 104 Wilmot Road, Suite 300 Deerfield, IL 60015 Thomas G. Hixon President, Chief Executive Officer and Gulf South Medical Supply, Inc. Chairman of the Board One Woodgreen Place Madison, MS 39110 William W. McInnes Retired Not applicable. 116 30th Avenue South Nashville, TN 37212 Stanton Keith Pritchard Senior Vice President, Business Gulf South Medical Supply, Inc. Development and Administration, One Woodgreen Place Secretary and General Counsel Madison, MS 39110 Steven L. Richardson Senior Vice President, Operations Gulf South Medical Supply, Inc. One Woodgreen Place Madison, MS 39110 Edward Schulman Senior Vice President, Sales and Gateway Healthcare Corporation Marketing 2900 Hungary Road, Suite 200 Richmond, VA 23228 John L. Vaughn, Jr. Vice President, Finance Gulf South Medical Supply, Inc. One Woodgreen Place Madison, MS 39110 Donna C.E. Williamson Not applicable. Not applicable. 345 Birch Street Winnetka, IL 60093
19 [CUSIP NO. 7194-OL-107 #13D] [PAGE 19 OF 19 PAGES] SCHEDULE III
Percentage of Outstanding Number of Shares of Issuer Shares of Issuer Common Common Stock Stock as of Individual Beneficially Owned December 14, 1997 - ----------------------------------------- -------------------------------- --------------------------------- Gulf South Medical Supply, Inc. (1) 10,817,946 21.8% - ----------------------------------------- -------------------------------- --------------------------------- Delmer W. Dallas 131,144 .3% - ----------------------------------------- -------------------------------- --------------------------------- Frederick E. Dell (2) 239,449 .6% - ----------------------------------------- -------------------------------- --------------------------------- T. O'Neal Douglas 18,000 less than .1% - ----------------------------------------- -------------------------------- --------------------------------- Fred Elefant (2)(4) 500,255 1.2% - ----------------------------------------- -------------------------------- --------------------------------- Patrick C. Kelly (2)(3) 1,126,323 2.7% - ----------------------------------------- -------------------------------- --------------------------------- Delores Kesler 1,500 less than .1% - ----------------------------------------- -------------------------------- --------------------------------- William C. Mason -0- -0- - ----------------------------------------- -------------------------------- --------------------------------- John F. Sasen, Sr. (2) 229,844 .6% - ----------------------------------------- -------------------------------- --------------------------------- David A. Smith (2) 209,494 .5% - ----------------------------------------- -------------------------------- --------------------------------- James B. Stallings, Jr. (2) 47,566 .1% - ----------------------------------------- -------------------------------- --------------------------------- James L.L. Tullis (5) 215,848 .5% - ----------------------------------------- -------------------------------- ---------------------------------
(1) Includes shares subject to the Voting Agreement discussed in Item 4. (2) Included in such beneficial ownership are shares of Common Stock issuable upon the exercise of certain options exercisable immediately or within 60 days of December 14, 1997 as follows: Mr. Kelly, 411,806 shares; Mr. Sasen, 110,106 shares; Mr. Dell, 66,160 shares; Mr. Smith, 73,266 shares; Mr. Stallings, 44,566 shares; Mr. Elefant, 17,539 shares; Mr. Tullis, 14,296 shares. Also included in such beneficial ownership are shares held for the account of the Issuer's Employee Stock Ownership Plan as follows: Mr. Kelly, 77,487 shares; Mr. Sasen, 18,872 shares; Mr. Smith, 25,959 shares; and Mr. Dell, 96,420 shares. (3) Excludes 400,000 shares held in trust for Mr. Kelly's daughters. (4) Includes 400,000 shares held in trust for Mr. Kelly's daughters for which Mr. Elefant serves as co-trustee. (5) Includes 127,881 shares owned by Tullis Dickerson Capital Focus, L.P. and 11,200 shares owned by Tullis-Dickerson Partners. Mr. Tullis is the general partner of Tullis-Dickerson, the sole general partner of Tullis-Dickerson Capital Focus, L.P. -----END PRIVACY-ENHANCED MESSAGE-----