0001209191-17-054902.txt : 20171003
0001209191-17-054902.hdr.sgml : 20171003
20171003144636
ACCESSION NUMBER: 0001209191-17-054902
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20170930
FILED AS OF DATE: 20171003
DATE AS OF CHANGE: 20171003
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: MILLER LLOYD I III
CENTRAL INDEX KEY: 0000949119
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-29637
FILM NUMBER: 171117331
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: DETERMINE, INC.
CENTRAL INDEX KEY: 0001090908
STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372]
IRS NUMBER: 770432030
STATE OF INCORPORATION: DE
FISCAL YEAR END: 0331
BUSINESS ADDRESS:
STREET 1: 615 WEST CARMEL DRIVE
STREET 2: SUITE 100
CITY: CARMEL
STATE: IN
ZIP: 46032
BUSINESS PHONE: 650-532-1500
MAIL ADDRESS:
STREET 1: 615 WEST CARMEL DRIVE
STREET 2: SUITE 100
CITY: CARMEL
STATE: IN
ZIP: 46032
FORMER COMPANY:
FORMER CONFORMED NAME: SELECTICA INC
DATE OF NAME CHANGE: 19991203
4
1
doc4.xml
FORM 4 SUBMISSION
X0306
4
2017-09-30
0
0001090908
DETERMINE, INC.
DTRM
0000949119
MILLER LLOYD I III
3300 SOUTH DIXIE HIGHWAY
SUITE 1-365
WEST PALM BEACH
FL
33405
0
0
1
0
Common Stock
419788
I
By LIM III - Trust A-4
Common Stock
419787
I
By MBM - Trust A-4
Common Stock
250820
D
Common Stock
1353315
I
By Milfam II L.P.
Common Stock
334590
I
By Trust C - Lloyd I. Miller
Common Stock
2100
I
By Trust D - Lloyd I. Miller
Common Stock
211351
I
By Milfam I L.P.
Junior Secured Convertible Promissory Note and PIK Interest
3.00
2017-09-30
4
J
0
32208.87
A
2016-12-27
2021-12-27
Common Stock
10736
364721
I
By Milfam II L.P.
Junior Secured Convertible Promissory Note and PIK Interest
3.00
2017-09-30
4
J
0
16330.87
A
2015-12-16
2020-12-16
Common Stock
5443
220820
D
Junior Secured Convertible Promissory Note and PIK Interest
3.00
2017-09-30
4
J
0
16330.87
A
2015-12-16
2020-12-16
Common Stock
5443
220820
I
By Milfam II L.P.
Junior Secured Convertible Promissory Note and PIK Interest
3.00
2017-09-30
4
J
0
8165.44
A
2015-12-16
2020-12-16
Common Stock
2722
110410
I
By LIM III - Trust A-4
Junior Secured Convertible Promissory Note and PIK Interest
3.00
2017-09-30
4
J
0
8165.43
A
2015-12-16
2020-12-16
Common Stock
2721
110410
I
By MBM - Trust A-4
Junior Secured Convertible Promissory Note and PIK Interest
5.70
2020-12-16
Common Stock
135600
135600
I
By Milfam II L.P.
Junior Secured Convertible Promissory Note and PIK Interest
5.70
2020-12-16
Common Stock
135600
135600
D
Junior Secured Convertible Promissory Note and PIK Interest
5.70
2020-12-16
Common Stock
67800
67800
I
By LIM III - Trust A-4
Junior Secured Convertible Promissory Note and PIK Interest
5.70
2020-12-16
Common Stock
67800
67800
I
By MBM - Trust A-4
Additional Extension Payment Shares
Common Stock
10417
10417
D
Additional Extension Payment Shares
Common Stock
10417
10417
I
By Milfam II L.P.
Warrant
6.00
Common Stock
79787
79787
I
By Milfam I L.P.
Warrant
6.00
Common Stock
79787
79787
I
By Milfam II L.P.
Warrant
6.00
Common Stock
79787
79787
I
By Trust C - Lloyd I. Miller
Warrant
7.00
2014-08-27
2019-08-27
Common Stock
24700
24700
I
By LIM III - Trust A-4
Warrant
7.00
2014-08-27
2019-08-27
Common Stock
24701
24701
I
By MBM - Trust A-4
Warrant
7.00
2014-08-27
2019-08-27
Common Stock
13722
13722
I
By Trust C - Lloyd I. Miller
Warrant
7.00
2014-08-27
2019-08-27
Common Stock
74102
74102
I
By Milfam II L.P.
Warrant
7.00
2014-07-24
2019-07-24
Common Stock
28779
28779
I
By LIM III - Trust A-4
Warrant
7.00
2014-07-24
2019-07-24
Common Stock
28779
28779
I
By MBM - Trust A-4
Warrant
7.00
2014-07-24
2019-07-24
Common Stock
15988
15988
I
By Trust C - Lloyd I. Miller
Warrant
7.00
2014-07-24
2019-07-24
Common Stock
86338
86338
I
By Milfam II L.P.
Series A Warrant
7.75
2013-12-01
2018-05-31
Common Stock
20447
20447
I
By LIM III - Trust A-4
Series A Warrant
7.75
2013-12-01
2018-05-31
Common Stock
20447
20447
I
By MBM - Trust A-4
Series A Warrant
7.75
2013-12-01
2018-05-31
Common Stock
11359
11359
I
By Trust C - Lloyd I. Miller
Series A Warrant
7.75
2013-12-01
2018-05-31
Common Stock
61342
61342
I
By Milfam II L.P.
The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. This filing shall not be deemed an admission that the reporting person is, for purposes of Section 16 of the Securities Exchange Act of 1934 or otherwise, the beneficial owner of any equity securities covered by this filing.
On September 27, 2017, in accordance with that certain Exercise of Authority of Distribution Adviser of Trust A-4, dated as of August 10, 2017, pursuant to which all securities held by Trust A-4 - Lloyd I. Miller were decanted to two (2) newly formed trusts, the investment adviser to Trust A-4 - Lloyd I. Miller directed the trustee and distribution adviser to distribute fifty percent (50%) of such securities to LIM III - Trust A-4 and fifty percent (50%) of such securities to MBM - Trust A-4. The decanting and distribution of all securities held or formerly held by Trust A-4 - Lloyd I. Miller is in process and final consummation thereof has yet to occur. Such transactions, when consummated, only effect a change in the form of beneficial ownership without changing the reporting person's pecuniary interest in such securities and was (or will be) exempt from Section 16 of the Securities Exchange Act of 1934 pursuant to Rule 16a-13.
At the election of the Issuer, the quarterly interest payment has been paid as paid-in-kind interest compounded to the original principal amount of the Note.
Subject to adjustment for fractional shares.
Includes all previously reported PIK Interest on Junior Secured Convertible Promissory Note
As previously reported, the issuer entered into a binding term sheet with the reporting person pursuant to which the issuer agreed to issue and the reporting person agreed to purchase, junior secured convertible promissory notes in the aggregate principal amount of $3 million subject to negotiation and execution of definitive documentation. On March 11, 2015, the notes were executed and on May 5, 2015, the shareholders approved the conversion of the notes at the stockholders meeting.
Pursuant to the Guaranty Fee Agreement, in the event that the maturity date of April 30, 2019 is extended, which extended termination date shall be no later than July 30, 2020, the Issuer agrees to issue Lloyd I. Miller, III and Milfam II L.P. the shares of common stock referenced herein.
Such Warrant became exercisable six months following the date of issuance, February 6, 2015.
Such Warrant will expire on the fifth anniversary of the exercisability date.
/s/ Paul N. Silverstein
Attorney-in-fact
2017-10-03