SC 13G/A 1 f78987a4sc13ga.txt SC 13G/A SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G/A (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1(b)(c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) (Amendment No. 4)(1) CHECKFREE HOLDINGS CORPORATION -------------------------------------------------------------------------------- (NAME OF ISSUER) COMMON STOCK, $.01 PAR VALUE -------------------------------------------------------------------------------- (TITLE OF CLASS OF SECURITIES) 162816 10 2 -------------------------------------------------------------------------------- (CUSIP NUMBER) DECEMBER 31, 2001 -------------------------------------------------------------------------------- (DATE OF EVENT WHICH REQUIRES FILING OF THIS STATEMENT) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [ ] Rule 13d-1(b) [ ] Rule 13d-1(c) [X] Rule 13d-1(d) (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 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). (Continued on following pages) (Page 1 of 7 Pages) -------------------------------- -------------- -------------------------------- CUSIP NO. 162816 10 2 13G/A No. 4 Page 2 of 7 -------------------------------- -------------- -------------------------------- -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) INTUIT INC. - 77-0034661 --------- ---------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [X] --------- ---------------------------------------------------------------------- 3 SEC USE ONLY --------- ---------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION DELAWARE ----------------------- ------ ------------------------------------------------- NUMBER 5 SOLE VOTING POWER OF SHARES -0- BENEFICIALLY OWNED BY REPORTING PERSON WITH ----------------------- ------ ------------------------------------------------- 6 SHARED VOTING POWER 2,415,000(1) (SEE ITEM 4) ----------------------- ------ ------------------------------------------------- 7 SOLE DISPOSITIVE POWER -0- ----------------------- ------ ------------------------------------------------- 8 SHARED DISPOSITIVE POWER 2,415,000(1) (SEE ITEM 4) --------- ---------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,415,000(1) --------- ---------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW 9 EXCLUDES CERTAIN SHARES [ ] --------- ---------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 2.8%(2) --------- ---------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON CO -------------------------------------------------------------------------------- (1) Shared only by virtue of the fact that Intuit Ventures Inc. ("IVI"), the record holder of the shares, is a wholly owned subsidiary of Intuit Inc. ("Intuit"). Intuit disclaims beneficial ownership of the shares under Rule 13d-3. (2) Based on 87,213,150 shares outstanding on November 9, 2001. -------------------------------- -------------- -------------------------------- CUSIP NO. 162816 10 2 13G/A No. 4 Page 3 of 7 -------------------------------- -------------- -------------------------------- -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) INTUIT VENTURES INC. -- 94-3346525 --------- ---------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [X] --------- ---------------------------------------------------------------------- 3 SEC USE ONLY --------- ---------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION DELAWARE ----------------------- ------ ------------------------------------------------- NUMBER 5 SOLE VOTING POWER OF SHARES -0- BENEFICIALLY OWNED BY REPORTING PERSON WITH ----------------------- ------ ------------------------------------------------- 6 SHARED VOTING POWER 2,415,000(3) (SEE ITEM 4) ----------------------- ------ ------------------------------------------------- 7 SOLE DISPOSITIVE POWER -0- ----------------------- ------ ------------------------------------------------- 8 SHARED DISPOSITIVE POWER 2,415,000(3) (SEE ITEM 4) --------- ---------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,415,000(3) -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW 9 EXCLUDES CERTAIN SHARES [ ] -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 2.8%(4) -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON CO -------------------------------------------------------------------------------- (3) Shared only by virtue of the fact that IVI is a wholly owned subsidiary of Intuit. (4) Based on 87,213,150 shares outstanding on November 9, 2001. -------------------------------- -------------- -------------------------------- CUSIP NO. 162816 10 2 13G/A No. 4 Page 4 of 7 -------------------------------- -------------- -------------------------------- ITEM 1(a). NAME OF ISSUER: CheckFree Holdings, Inc., a Delaware corporation ITEM 1(b). ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES: 4411 East Jones Bridge Road Norcross, Georgia 30092 ITEM 2(a). NAME OF PERSON FILING: (i) Intuit Inc. (ii) Intuit Ventures Inc. ITEM 2(b). ADDRESS OF PRINCIPAL BUSINESS OFFICE OR, IF NONE, RESIDENCE: (i) 2535 Garcia Avenue Mountain View, California 94043 (ii) 1285 Financial Boulevard Reno, Nevada 89502-7103 ITEM 2(c). PLACE OF ORGANIZATION OR CITIZENSHIP: (i) and (ii): Delaware ITEM 2(d). TITLE OF CLASS OF SECURITIES: Common Stock, par value $.01 per share ITEM 2(e). CUSIP NUMBER: 162816 10 2 (CheckFree) ITEM 3. IF THIS STATEMENT IS FILED PURSUANT TO RULE 13-d-1(b), OR 13d-2(b) OR (c), CHECK WHETHER THE PERSON FILING IS A: (a) [ ] Broker or dealer registered under Section 15 of the Exchange Act; (b) [ ] Bank as defined in Section 3(a)(6) of the Exchange Act; (c) [ ] Insurance company as defined in Section 3(a)(19) of the Exchange Act; (d) [ ] Investment company registered under Section 8 of the Investment Company Act; (e) [ ] Investment adviser in accordance with Rule 13d-1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with Rule 13-d-1(b)(1)(ii)(F); -------------------------------- -------------- -------------------------------- CUSIP NO. 162816 10 2 13G/A No. 4 Page 5 of 7 -------------------------------- -------------- -------------------------------- (g) [ ] A parent holding company or control person in accordance with Rule 13d-1(b)(1)(ii)(G); (h) [ ] A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act; (i) [ ] A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act; (j) [ ] Group, in accordance with Rule 13d-1(b)(1)(ii)(J). If this statement is filed pursuant to Rule 13d-1(c), check this box. [ ] ITEM 4. OWNERSHIP: (a) Amount beneficially owned: 2,415,000. Intuit contributed to its subsidiary IVI all of the shares of the Common Stock of CheckFree Holdings Corporation previously beneficially owned by Intuit. Intuit owns 100% of the issued and outstanding capital stock of IVI. (b) Percent of class: 2.8% (based on 87,213,150 shares outstanding on November 9, 2001) (c) Number of shares as to which such person has: (i) Sole power to vote or to direct the vote: -0- (ii) Shared power to vote or to direct the vote: 2,415,000 Shared only by virtue of the fact that IVI is a wholly owned subsidiary of Intuit. Intuit disclaims beneficial ownership of the shares under Rule 13d-3. (iii) Sole power to dispose of or to direct the disposition of: -0- (iv) Shared power to dispose of or to direct the disposition of: 2,415,000 Shared only by virtue of the fact that IVI is a wholly owned subsidiary of Intuit. Intuit disclaims beneficial ownership of the shares under Rule 13d-3. ITEM 5. OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS: If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following. [X] -------------------------------- -------------- -------------------------------- CUSIP NO. 162816 10 2 13G/A No. 4 Page 6 of 7 -------------------------------- -------------- -------------------------------- 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. CERTIFICATIONS: Not applicable SIGNATURE After reasonable inquiry and to the best of our knowledge and belief, we certify that the information set forth in this statement is true, complete and correct. Date: February 8, 2002 Intuit Inc. /s/ Greg J. Santora ------------------------------------ Greg J. Santora Senior Vice President and Chief Financial Officer Intuit Ventures Inc. /s/ Barry Simcoe ------------------------------------ Barry Simcoe President -------------------------------- -------------- -------------------------------- CUSIP NO. 162816 10 2 13G/A No. 4 Page 7 of 7 -------------------------------- -------------- -------------------------------- JOINT FILING AGREEMENT In accordance with Rule 13d-1(k)(1) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree to the joint filing with each other of the attached statement on Schedule 13G/A relating to the shares of common stock of CheckFree Holdings Corporation held by each of the undersigned and to all amendments to such statement. IN WITNESS WHEREOF, the undersigned hereby execute this agreement on February 8, 2002. Intuit Inc. /s/ Greg J. Santora ------------------------------------ Greg J. Santora Senior Vice President and Chief Financial Officer Intuit Ventures Inc. /s/ Barry Simcoe ------------------------------------ Barry Simcoe President