SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
(Rule 13d-102)
INFORMATION STATEMENT PURSUANT TO RULES 13d-1 AND 13d-2
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 8)
Ingram Micro Inc. |
(Name of Issuer) |
Class A Common Stock, par value $0.01 |
(Title of Class of Securities) |
457153 10 4 |
(CUSIP Number) |
CUSIP NO. 457153 10 4 | 13G | Page 2 of 32 |
1. |
NAMES OF REPORTING PERSONS Martha R. Ingram | |||
2. |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a) o (b) x | ||
|
| |||
3. |
SEC USE ONLY | |||
4. |
CITIZENSHIP OR PLACE OF ORGANIZATION United States of America | |||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. |
SOLE VOTING POWER 808,746 | ||
6. |
SHARED VOTING POWER 19,009,259 | |||
7. |
SOLE DISPOSITIVE POWER 808,746 | |||
8. |
SHARED DISPOSITIVE POWER 19,099,259 | |||
9. |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 19,908,005 | |||
10. |
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES | |||
o | ||||
11. |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 12.5% | |||
12. |
TYPE OF REPORTING PERSON IN | |||
CUSIP NO. 457153 10 4 | 13G | Page 3 of 32 |
1. |
NAMES OF REPORTING PERSONS Orrin H. Ingram, II | |||
2. |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a) o (b) x | ||
|
| |||
3. |
SEC USE ONLY | |||
4. |
CITIZENSHIP OR PLACE OF ORGANIZATION United States of America | |||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. |
SOLE VOTING POWER 1,036,893 | ||
6. |
SHARED VOTING POWER 20,772,895 | |||
7. |
SOLE DISPOSITIVE POWER 1,036,893 | |||
8. |
SHARED DISPOSITIVE POWER 20,772,895 | |||
9. |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 21,809,788 | |||
10. |
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES |
|||
o | ||||
11. |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 13.7% | |||
12. |
TYPE OF REPORTING PERSON IN | |||
CUSIP NO. 457153 10 4 | 13G | Page 4 of 32 |
1. |
NAMES OF REPORTING PERSONS John R. Ingram | |||
2. |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a) o (b) x | ||
|
| |||
3. |
SEC USE ONLY | |||
4. |
CITIZENSHIP OR PLACE OF ORGANIZATION United States of America | |||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. |
SOLE VOTING POWER 845,947 | ||
6. |
SHARED VOTING POWER 20,772,895 | |||
7. |
SOLE DISPOSITIVE POWER 845,947 | |||
8. |
SHARED DISPOSITIVE POWER 20,772,895 | |||
9. |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 21,618,842 | |||
10. |
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES |
|||
o | ||||
11. |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 13.6% | |||
12. |
TYPE OF REPORTING PERSON IN | |||
CUSIP NO. 457153 10 4 | 13G | Page 5 of 32 |
1. |
NAMES OF REPORTING PERSONS QTIP Marital Trust Created Under the E. Bronson Ingram Revocable Trust Agreement Dated January 4, 1995 | |||
2. |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a) o (b) x | ||
|
| |||
3. |
SEC USE ONLY | |||
4. |
CITIZENSHIP OR PLACE OF ORGANIZATION Tennessee | |||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. |
SOLE VOTING POWER 19,099,259 | ||
6. |
SHARED VOTING POWER -0- | |||
7. |
SOLE DISPOSITIVE POWER 19,099,259 | |||
8. |
SHARED DISPOSITIVE POWER -0- | |||
9. |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 19,099,259 | |||
10. |
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES |
|||
o | ||||
11. |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 12.0% | |||
12. |
TYPE OF REPORTING PERSON OO | |||
CUSIP NO. 457153 10 4 | 13G | Page 6 of 32 |
1. |
NAMES OF REPORTING PERSONS E. Bronson Ingram 1994 Charitable Lead Annuity Trust | |||
2. |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a) o (b) x | ||
|
| |||
3. |
SEC USE ONLY | |||
4. |
CITIZENSHIP OR PLACE OF ORGANIZATION Tennessee | |||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. |
SOLE VOTING POWER 1,673,636 | ||
6. |
SHARED VOTING POWER -0- | |||
7. |
SOLE DISPOSITIVE POWER 1,673,636 | |||
8. |
SHARED DISPOSITIVE POWER -0- | |||
9. |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,673,636 | |||
10. |
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES |
|||
o | ||||
11. |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 1.1% | |||
12. |
TYPE OF REPORTING PERSON OO | |||
CUSIP NO. 457153 10 4 | 13G | Page 7 of 32 |
1. |
NAMES OF REPORTING PERSONS Trust for Orrin Henry Ingram, II, Under Agreement with Hortense B. Ingram Dated December 22, 1975 | |||
2. |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a) o (b) x | ||
|
| |||
3. |
SEC USE ONLY | |||
4. |
CITIZENSHIP OR PLACE OF ORGANIZATION Minnesota | |||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. |
SOLE VOTING POWER 75,916 | ||
6. |
SHARED VOTING POWER -0- | |||
7. |
SOLE DISPOSITIVE POWER 75,916 | |||
8. |
SHARED DISPOSITIVE POWER -0- | |||
9. |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 75,916 | |||
10. |
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES |
|||
o | ||||
11. |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.0% | |||
12. |
TYPE OF REPORTING PERSON OO | |||
CUSIP NO. 457153 10 4 | 13G | Page 8 of 32 |
1. |
NAMES OF REPORTING PERSONS The Orrin H. Ingram Irrevocable Trust Dated July 9, 1992 | |||
2. |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a) o (b) x | ||
|
| |||
3. |
SEC USE ONLY | |||
4. |
CITIZENSHIP OR PLACE OF ORGANIZATION Minnesota | |||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. |
SOLE VOTING POWER 71,007 | ||
6. |
SHARED VOTING POWER -0- | |||
7. |
SOLE DISPOSITIVE POWER 71,007 | |||
8. |
SHARED DISPOSITIVE POWER -0- | |||
9. |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 71,007 | |||
10. |
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES |
|||
o | ||||
11. |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.0% | |||
12. |
TYPE OF REPORTING PERSON OO | |||
CUSIP NO. 457153 10 4 | 13G | Page 9 of 32 |
1. |
NAMES OF REPORTING PERSONS Trust for the Benefit of Orrin H. Ingram Established by Martha R. Rivers Under Agreement of Trust Originally Dated April 30, 1982, as Amended | |||
2. |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a) o (b) x | ||
|
| |||
3. |
SEC USE ONLY | |||
4. |
CITIZENSHIP OR PLACE OF ORGANIZATION South Carolina | |||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. |
SOLE VOTING POWER 6,892 | ||
6. |
SHARED VOTING POWER -0- | |||
7. |
SOLE DISPOSITIVE POWER 6,892 | |||
8. |
SHARED DISPOSITIVE POWER -0- | |||
9. |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 6,892 | |||
10. |
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES |
|||
o | ||||
11. |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.0% | |||
12. |
TYPE OF REPORTING PERSON OO | |||
CUSIP NO. 457153 10 4 | 13G | Page 10 of 32 |
1. |
NAMES OF REPORTING PERSONS The Orrin and Sara Ingram Family 1997 Generation Skipping Trust | |||
2. |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a) o (b) x | ||
|
| |||
3. |
SEC USE ONLY | |||
4. |
CITIZENSHIP OR PLACE OF ORGANIZATION Tennessee | |||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. |
SOLE VOTING POWER 35,000 | ||
6. |
SHARED VOTING POWER -0- | |||
7. |
SOLE DISPOSITIVE POWER 35,000 | |||
8. |
SHARED DISPOSITIVE POWER -0- | |||
9. |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 35,000 | |||
10. |
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES |
|||
o | ||||
11. |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.0% | |||
12. |
TYPE OF REPORTING PERSON OO | |||
CUSIP NO. 457153 10 4 | 13G | Page 11 of 32 |
1. |
NAMES OF REPORTING PERSONS Trust for John Rivers Ingram, Under Agreement with Hortense B. Ingram Dated December 22, 1975 | |||
2. |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a) o (b) x | ||
|
| |||
3. |
SEC USE ONLY | |||
4. |
CITIZENSHIP OR PLACE OF ORGANIZATION Minnesota | |||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. |
SOLE VOTING POWER 75,916 | ||
6. |
SHARED VOTING POWER -0- | |||
7. |
SOLE DISPOSITIVE POWER 75,916 | |||
8. |
SHARED DISPOSITIVE POWER -0- | |||
9. |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 75,916 | |||
10. |
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES |
|||
o | ||||
11. |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.0% | |||
12. |
TYPE OF REPORTING PERSON OO | |||
CUSIP NO. 457153 10 4 | 13G | Page 12 of 32 |
1. |
NAMES OF REPORTING PERSONS The John R. Ingram Irrevocable Trust Dated July 9, 1992 | |||
2. |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a) o (b) x | ||
|
| |||
3. |
SEC USE ONLY | |||
4. |
CITIZENSHIP OR PLACE OF ORGANIZATION Minnesota | |||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. |
SOLE VOTING POWER 71,007 | ||
6. |
SHARED VOTING POWER -0- | |||
7. |
SOLE DISPOSITIVE POWER 71,007 | |||
8. |
SHARED DISPOSITIVE POWER -0- | |||
9. |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 71,007 | |||
10. |
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES |
|||
o | ||||
11. |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.0% | |||
12. |
TYPE OF REPORTING PERSON OO | |||
CUSIP NO. 457153 10 4 | 13G | Page 13 of 32 |
1. |
NAMES OF REPORTING PERSONS Trust for the Benefit of John R. Ingram Established by Martha R. Rivers Under Agreement of Trust Originally Dated April 30, 1982, as Amended | |||
2. |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a) o (b) x
| ||
|
| |||
3. |
SEC USE ONLY | |||
4. |
CITIZENSHIP OR PLACE OF ORGANIZATION South Carolina | |||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. |
SOLE VOTING POWER 6,892 | ||
6. |
SHARED VOTING POWER -0- | |||
7. |
SOLE DISPOSITIVE POWER 6,892 | |||
8. |
SHARED DISPOSITIVE POWER -0- | |||
9. |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 6,892 | |||
10. |
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES |
|||
o | ||||
11. |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.0% | |||
12. |
TYPE OF REPORTING PERSON OO | |||
CUSIP NO. 457153 10 4 | 13G | Page 14 of 32 |
1. |
NAMES OF REPORTING PERSONS The John and Stephanie Ingram Family 1996 Generation Skipping Trust | |||
2. |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a) o (b) x | ||
|
| |||
3. |
SEC USE ONLY | |||
4. |
CITIZENSHIP OR PLACE OF ORGANIZATION Tennessee | |||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. |
SOLE VOTING POWER 31,497 | ||
6. |
SHARED VOTING POWER -0- | |||
7. |
SOLE DISPOSITIVE POWER 31,497 | |||
8. |
SHARED DISPOSITIVE POWER -0- | |||
9. |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 31,497 | |||
10. |
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES |
|||
o | ||||
11. |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.0% | |||
12. |
TYPE OF REPORTING PERSON OO | |||
CUSIP NO. 457153 10 4 | 13G | Page 15 of 32 |
1. |
NAMES OF REPORTING PERSONS The John Rivers Ingram Annuity Trust 2003 | |||
2. |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a) o (b) x | ||
|
| |||
3. |
SEC USE ONLY | |||
4. |
CITIZENSHIP OR PLACE OF ORGANIZATION Tennessee | |||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. |
SOLE VOTING POWER 174,797 | ||
6. |
SHARED VOTING POWER -0- | |||
7. |
SOLE DISPOSITIVE POWER 174,797 | |||
8. |
SHARED DISPOSITIVE POWER -0- | |||
9. |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 174,797 | |||
10. |
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES |
|||
o | ||||
11. |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.1% | |||
12. |
TYPE OF REPORTING PERSON OO | |||
CUSIP NO. 457153 10 4 | 13G | Page 16 of 32 |
1. |
NAMES OF REPORTING PERSONS The John Rivers Ingram Annuity Trust 2004 | |||
2. |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a) o (b) x | ||
|
| |||
3. |
SEC USE ONLY | |||
4. |
CITIZENSHIP OR PLACE OF ORGANIZATION Tennessee | |||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. |
SOLE VOTING POWER 132,905 | ||
6. |
SHARED VOTING POWER -0- | |||
7. |
SOLE DISPOSITIVE POWER 132,905 | |||
8. |
SHARED DISPOSITIVE POWER -0- | |||
9. |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 132,905 | |||
10. |
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES |
|||
o | ||||
11. |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.1% | |||
12. |
TYPE OF REPORTING PERSON OO | |||
CUSIP NO. 457153 10 4 | 13G | Page 17 of 32 |
1. |
NAMES OF REPORTING PERSONS The Alexa Davol Chapman Trust U/A/D 07/24/02 | |||
2. |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a) o (b) x | ||
|
| |||
3. |
SEC USE ONLY | |||
4. |
CITIZENSHIP OR PLACE OF ORGANIZATION Tennessee | |||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. |
SOLE VOTING POWER 32,699 | ||
6. |
SHARED VOTING POWER -0- | |||
7. |
SOLE DISPOSITIVE POWER 32,699 | |||
8. |
SHARED DISPOSITIVE POWER -0- | |||
9. |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 32,699 | |||
10. |
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES |
|||
o | ||||
11. |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.0% | |||
12. |
TYPE OF REPORTING PERSON OO | |||
CUSIP NO. 457153 10 4 | 13G | Page 18 of 32 |
1. |
NAMES OF REPORTING PERSONS The Christina Currey Chapman Trust U/A/D 07/24/02 | |||
2. |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a) o (b) x | ||
|
| |||
3. |
SEC USE ONLY | |||
4. |
CITIZENSHIP OR PLACE OF ORGANIZATION Tennessee | |||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. |
SOLE VOTING POWER 32,699 | ||
6. |
SHARED VOTING POWER -0- | |||
7. |
SOLE DISPOSITIVE POWER 32,699 | |||
8. |
SHARED DISPOSITIVE POWER -0- | |||
9. |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 32,699 | |||
10. |
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES |
|||
o | ||||
11. |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.0% | |||
12. |
TYPE OF REPORTING PERSON OO | |||
CUSIP NO. 457153 10 4 | 13G | Page 19 of 32 |
1. |
NAMES OF REPORTING PERSONS The Martha Hampton Ingram Trust U/A/D 07/24/02 | |||
2. |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a) o (b) x | ||
|
| |||
3. |
SEC USE ONLY | |||
4. |
CITIZENSHIP OR PLACE OF ORGANIZATION Tennessee | |||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. |
SOLE VOTING POWER 32,699 | ||
6. |
SHARED VOTING POWER -0- | |||
7. |
SOLE DISPOSITIVE POWER 32,699 | |||
8. |
SHARED DISPOSITIVE POWER -0- | |||
9. |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 32,699 | |||
10. |
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES |
|||
o | ||||
11. |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.0% | |||
12. |
TYPE OF REPORTING PERSON OO | |||
CUSIP NO. 457153 10 4 | 13G | Page 20 of 32 |
1. |
NAMES OF REPORTING PERSONS The Lucas Rivers Ingram Trust U/A/D 07/24/02 | |||
2. |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a) o (b) x | ||
|
| |||
3. |
SEC USE ONLY | |||
4. |
CITIZENSHIP OR PLACE OF ORGANIZATION Tennessee | |||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. |
SOLE VOTING POWER 32,699 | ||
6. |
SHARED VOTING POWER -0- | |||
7. |
SOLE DISPOSITIVE POWER 32,699 | |||
8. |
SHARED DISPOSITIVE POWER -0- | |||
9. |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 32,699 | |||
10. |
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES |
|||
o | ||||
11. |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.0% | |||
12. |
TYPE OF REPORTING PERSON OO | |||
CUSIP NO. 457153 10 4 | 13G | Page 21 of 32 |
1. |
NAMES OF REPORTING PERSONS SunTrust Bank, Atlanta | |||
2. |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP |
(a) o (b) x | ||
|
| |||
3. |
SEC USE ONLY | |||
4. |
CITIZENSHIP OR PLACE OF ORGANIZATION Georgia | |||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
5. |
SOLE VOTING POWER 282,628 | ||
6. |
SHARED VOTING POWER 222,295 | |||
7. |
SOLE DISPOSITIVE POWER 282,628 | |||
8. |
SHARED DISPOSITIVE POWER 222,295 | |||
9. |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 504,723 | |||
10. |
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES |
|||
o | ||||
11. |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.3% | |||
12. |
TYPE OF REPORTING PERSON BK | |||
CUSIP NO. 457153 10 4 | 13G | Page 22 of 32 |
Item 1(a). | Name of Issuer: | ||
Ingram Micro Inc. (the Company) | |||
Item 1(b). | Address of Issuers Principal Executive Offices: | ||
1600 E. St. Andrew Place | |||
Santa Ana, CA 92705 | |||
Item 2(a). | Name of Person Filing: | ||
Martha R. Ingram | |||
Orrin H. Ingram, II | |||
John R. Ingram | |||
QTIP Marital Trust Created Under the E. Bronson Ingram Revocable Trust Agreement Dated January 4, 1995 (QTIP Trust) | |||
E. Bronson Ingram 1995 Charitable Remainder 5% Unitrust (Charitable Remainder) | |||
Martha and Bronson Ingram Foundation (Foundation) E. Bronson Ingram 1994 Charitable Lead Annuity Trust (Charitable Lead) |
|||
Trust for Orrin Henry Ingram, II, Under Agreement with Hortense B. Ingram Dated December 22, 1975 (OHI 75 Trust) | |||
The Orrin H. Ingram Irrevocable Trust Dated July 9, 1992 (OHI 92 Trust) | |||
Trust for the Benefit of Orrin H. Ingram Established by Martha R. Rivers Under Agreement of Trust Originally Dated April 30, 1982, as Amended (OHI 82 Trust) | |||
The Orrin and Sara Ingram Family 1997 Generation Skipping Trust (OHI Family 97 Trust) | |||
Trust for John Rivers Ingram, Under Agreement with Hortense B. Ingram Dated December 22, 1975 (JRI 75 Trust) | |||
The John R. Ingram Irrevocable Trust Dated July 9, 1992 (JRI 92 Trust) | |||
CUSIP NO. 457153 10 4 | 13G | Page 23 of 32 |
Trust for the Benefit of John R. Ingram Established by Martha R. Rivers Under Agreement of Trust Originally Dated April 30, 1982, as Amended (JRI 82 Trust) | |||
The John and Stephanie Ingram Family 1996 Generation Skipping Trust (JRI Family Trust) | |||
The John Rivers Ingram Annuity Trust 2002 (JRI 02 Trust) The John Rivers Ingram Annuity Trust 2003 (JRI 03 Trust) |
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The John Rivers Ingram Annuity Trust 2004 (JRI 04 Trust) The Alexa Davol Chapman Trust U/A/D 07/24/02 (ADC Trust) |
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The Christina Currey Chapman Trust U/A/D 07/24/02 (CCC Trust) | |||
The Martha Hampton Ingram Trust U/A/D 07/24/02 (MHI Trust) | |||
The Lucas Rivers Ingram Trust U/A/D 07/24/02 (LRI Trust) | |||
SunTrust Bank, Atlanta (SunTrust) | |||
In accordance with Rule 13d-1(f)(1) under the Securities Exchange Act of 1934, as amended (the Exchange Act), each person filing this statement acknowledges that it is responsible for the completeness and accuracy of the information contained herein concerning that person but is not responsible for the completeness or accuracy of the information concerning the other persons making the filing, unless such person knows or has reason to believe that such information is inaccurate. | |||
Item 2(b). | Address of Principal Business Office or, if None, Residence: | ||
The business address of each of Martha R. Ingram, Orrin H. Ingram, II and John R. Ingram is c/o Ingram Industries Inc., One Belle Meade Place, 4400 Harding Road, Nashville, TN 37205. | |||
The address of QTIP Trust, Foundation and Charitable Lead is c/o Ingram Industries Inc., One Belle Meade Place, 4400 Harding Road, Nashville, TN 37205. | |||
The address of Charitable Remainder is c/o Martha R. Ingram, Ingram Industries, One Belle Meade Place, 4400 Harding Road, Nashville, TN 37205. |
CUSIP NO. 457153 10 4 | 13G | Page 24 of 32 |
The address of each of OHI 75 Trust and JRI 75 Trust is c/o SunTrust Bank, Atlanta, Attn: Thomas A. Shanks, Jr., Trust Company Tower, 25 Park Place, 2 nd Floor, Atlanta, GA 30303. | |||
The address of each of OHI 92 Trust, OHI 82 Trust, OHI Family 97 Trust, JRI 92 Trust, JRI 82 Trust, JRI Family Trust, JRI 03 Trust, JRI 04 Trust, ADC Trust, CCC Trust, MHI Trust and LRI Trust is c/o William S. Jones, Ingram Industries Inc., 4400 Harding Road, Nashville, TN 37205. | |||
The address of SunTrust is Trust Company Tower, 25 Park Place, NE, Atlanta, GA 30303. | |||
Item 2(c). | Citizenship: | ||
Each of the persons filing this statement is a United States citizen, corporation or limited partnership organized under the laws of a state of the United States or a trust created or governed under the laws of a state of the United States. | |||
Item 2(d). | Title of Class of Securities: | ||
Class A Common Stock, par value $0.01 per share | |||
Item 2(e). | CUSIP Number: | ||
457153 10 4 | |||
Item 3. | Type of Reporting Person: | ||
N/A | |||
Item 4. | Ownership. | ||
(a), (b) and (c) | |||
The entities named on Exhibit 1 (other than SunTrust) and the Company previously agreed to be bound by the terms of a Board Representation Agreement. Effective May 25, 2004, such agreement was terminated by all parties and is of no further force and effect. |
CUSIP NO. 457153 10 4 | 13G | Page 25 of 32 |
The filing of this statement should not be construed as an admission by any person that such person is, for purposes of Section 13(d) or 13(g) of the Exchange Act, the beneficial owner of any securities covered by this statement, other than the securities set forth opposite such persons name in the table below. Based on information provided by the Company, as of December 31, 2004, there were outstanding 158,739,695 shares of Common Stock. Each share of Common Stock entitles the holder to one vote on each matter submitted to a vote of the Companys stockholders, including the election of directors. The table below indicates the beneficial ownership of Common Stock as of December 31, 2004 of the persons filing this statement. Pursuant to Rule 13d-3 promulgated under the Exchange Act, certain securities convertible into, or exchangeable for, shares of Common Stock, may be deemed to be shares of Common Stock for purposes of determining beneficial ownership. See footnote (2) below. |
Beneficial Ownership at 12/31/04 (1) (2) |
% of Common Stock at 12/31/04 (2) |
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Martha R. Ingram | 19,908,005 | (3) (4) | 12.5% |
Orrin H. Ingram, II | 21,809,788 | (4) (5) | 13.7% |
John R. Ingram | 21,618,842 | (4) (6) | 13.6% |
QTIP Trust | 19,099,259 | 12.0% | |
Charitable Remainder | 0 | 0.0% | |
Foundation | 0 | 0.0% | |
Charitable Lead | 1,673,636 | 1.1% | |
OHI 75 Trust | 75,916 | 0.0% | |
OHI 92 Trust | 71,007 | 0.0% | |
OHI 82 Trust | 6,892 | 0.0% | |
OHI Family 97 | 35,000 | 0.0% |
CUSIP NO. 457153 10 4 | 13G | Page 26 of 32 |
Beneficial Ownership at 12/31/04(1)(2) |
% of Common Stock at 12/31/04(2) |
|
Trust | ||
JRI 75 Trust | 75,916 | 0.0% |
JRI 92 Trust | 71,007 | 0.0% |
JRI 82 Trust | 6,892 | 0.0% |
JRI Family Trust | 31,497 | 0.0% |
JRI 02 Trust | 0 | 0.0% |
JRI 03 Trust | 174,797 | 0.1% |
JRI 04 Trust | 132,905 | 0.1% |
ADC Trust | 32,699 | 0.0% |
CCC Trust | 32,699 | 0.0% |
MHI Trust | 32,699 | 0.0% |
LRI Trust | 32,699 | 0.0% |
SunTrust | 504,923 (7) | 0.3% |
(1) | Each person has sole voting and dispositive power with respect to the shares shown as beneficially owned, except as indicated below. | |||
(2) | Pursuant to Rule 13d-3 promulgated under the Exchange Act, as used in this table, beneficial ownership means the sole or shared power to vote or direct the voting or to dispose or direct the disposition of any security. A person is deemed as of any date to have beneficial ownership of any security that such person has a right to acquire within 60 days after such date. For purposes of calculating the ownership percentage of any person named above, any securities that any person other than such person has the right to acquire within 60 days of such date are not deemed to be outstanding. | |||
(3) | Includes options exercisable for 72,912 shares of Common Stock held by Martha R. Ingram. Also includes the shares held by QTIP Trust and Foundation, with respect to which Martha R. Ingram acts as a trustee and shares voting and dispositive power. |
CUSIP NO. 457153 10 4 | 13G | Page 27 of 32 |
(4) | Excludes 131,000 shares of Common Stock held by Ingram Industries Inc. (the Ingram Industries). Each of Martha R. Ingram, Orrin H. Ingram, II and John R. Ingram are principal stockholders of Ingram Industries, and may be deemed to be beneficial owners of the shares held by Ingram Industries. | |||
(5) | Includes options exercisable for 60,772 shares of Common Stock held by Orrin H. Ingram, II. Also includes the shares held by QTIP Trust and Charitable Lead, with respect to which Orrin H. Ingram, II acts as a trustee and shares voting and dispositive power. | |||
(6) | Includes options exercisable for 58,679 shares of Common Stock held by John R. Ingram. Also includes the shares held by QTIP Trust, Charitable Lead, JRI 03 Trust and JRI 04 Trust, with respect to which John R. Ingram acts as a trustee and shares voting and dispositive power. | |||
(7) | Includes the shares held by OHI 75 Trust, JRI 75 Trust, ADC Trust, CCC Trust, MHI Trust and LRI Trust with respect to which SunTrust, Atlanta acts as a trustee and has sole voting and dispositive power, and the shares held by OHI 92 Trust, OHI 82 Trust, JRI 92 Trust and JRI 82 Trust, with respect to which SunTrust, Atlanta acts as a trustee and shares voting and dispositive power. Also includes shares held in accounts for OHI Family 97 Trust and JRI Family Trust. | |||
Excludes 940,219 shares of Common Stock held in accounts for customers of SunTrust Banks, Inc. and its affiliates including SunTrust, Atlanta. SunTrust Banks, Inc. and its affiliates have sole voting and dispositive power with respect to 231,005 of these shares, and shared voting and dispositive power with respect to 502,240 of these shares. SunTrust Banks, Inc. and its affiliates held the other 206,974 shares in nondiscretionary accounts. SunTrust Banks, Inc. and each of its affiliates disclaim any beneficial interest in all shares of Common Stock it held. | ||||
Item 5. | Ownership of Five Percent or Less of a Class. | |||
N/A |
CUSIP NO. 457153 10 4 | 13G | Page 28 of 32 |
Item 6. | Ownership of More than Five Percent on Behalf of Another Person. | ||
N/A | |||
Item 7. | Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company. | ||
N/A | |||
Item 8. | Identification and Classification of Members of the Group. | ||
See Exhibit 1 | |||
Item 9. | Notice of Dissolution of Group. | ||
N/A | |||
Item 10. | Certifications. | ||
N/A |
CUSIP NO. 457153 10 4 | 13G | Page 29 of 32 |
SIGNATURE
After reasonable inquiry and to the best of the knowledge and belief of each of the undersigned, each of the undersigned certifies that the information set forth in this statement is true, complete and correct.
Date: February , 2005
LILY YAN AREVALO | |
For each of: | |
Martha R. Ingram | |
Orrin H. Ingram, II | |
John R. Ingram | |
Martha R. Ingram, Orrin H. Ingram, II and John R. Ingram as co-trustees for the QTIP MARITAL TRUST CREATED UNDER THE E. BRONSON INGRAM REVOCABLE TRUST AGREEMENT DATED JANUARY 4, 1995 | |
Martha R. Ingram as trustee for the E. BRONSON INGRAM 1995 CHARITABLE REMAINDER 5% UNITRUST | |
Orrin H. Ingram and John R. Ingram as co-trustees for the MARTHA AND BRONSON INGRAM FOUNDATION | |
Orrin H. Ingram and John R. Ingram as co-trustees for the E. BRONSON INGRAM 1994 CHARITABLE LEAD ANNUITY TRUST | |
SunTrust Bank, Atlanta as trustee for the TRUST FOR ORRIN HENRY INGRAM, II, UNDER AGREEMENT WITH HORTENSE B. INGRAM DATED DECEMBER 22, 1975 | |
SunTrust Bank, Atlanta as co-trustee for THE ORRIN H. INGRAM IRREVOCABLE TRUST DATED JULY 9, 1992 |
CUSIP NO. 457153 10 4 | 13G | Page 30 of 32 |
SunTrust Bank, Atlanta as co-trustee for the TRUST FOR THE BENEFIT OF ORRIN H. INGRAM ESTABLISHED BY MARTHA R. RIVERS UNDER AGREEMENT OF TRUST ORIGINALLY DATED APRIL 30, 1982, AS AMENDED | |
William S. Jones as trustee for the ORRIN AND SARA INGRAM FAMILY 1997 GENERATION SKIPPING TRUST | |
SunTrust Bank, Atlanta as trustee for the TRUST FOR JOHN RIVERS INGRAM, UNDER AGREEMENT WITH HORTENSE B. INGRAM DATED DECEMBER 22, 1975 | |
SunTrust Bank, Atlanta as co-trustee for THE JOHN R. INGRAM IRREVOCABLE TRUST DATED JULY 9, 1992 | |
SunTrust Bank, Atlanta as co-trustee for the TRUST FOR THE BENEFIT OF JOHN R. INGRAM ESTABLISHED BY MARTHA R. RIVERS UNDER AGREEMENT OF TRUST ORIGINALLY DATED APRIL 30, 1982, AS AMENDED | |
William S. Jones as trustee for THE JOHN AND STEPHANIE INGRAM FAMILY 1996 GENERATION SKIPPING TRUST | |
John R. Ingram as trustee for THE JOHN RIVERS INGRAM ANNUITY TRUST 2002 | |
John R. Ingram as trustee for THE JOHN RIVERS INGRAM ANNUITY TRUST 2003 | |
John R. Ingram as trustee for THE JOHN RIVERS INGRAM ANNUITY TRUST 2004 | |
William S. Jones as trustee for THE ALEXA DAVOL CHAPMAN TRUST U/A/D 07/24/02 |
CUSIP NO. 457153 10 4 | 13G | Page 31 of 32 |
William S. Jones as trustee for THE CHRISTINA CURREY CHAPMAN TRUST U/A/D 07/24/02 | |
William S. Jones as trustee for THE MARTHA HAMPTON INGRAM TRUST U/A/D 07/24/02 | |
William S. Jones as trustee for THE LUCAS RIVERS INGRAM TRUST U/A/D 07/24/02 | |
SUNTRUST BANK, ATLANTA | |
Name: Lily Yan Arevalo | |
Title: Attorney-in-Fact |
CUSIP NO. 457153 10 4 | 13G | Page 32 of 32 |
Exhibit Index
Exhibit | ||||
1 | Names of Reporting Persons | |||
2 | Power of Attorney for The John Rivers Ingram Annuity Trust 2004 | |||
3 | Power of Attorney for The Alexa Davol Chapman Trust U/A/D 07/24/02 | |||
4 | Power of Attorney for The Christina Currey Chapman Trust U/A/D 07/24/02 | |||
5 | Power of Attorney for The Martha Hampton Ingram Trust U/A/D 07/24/02 | |||
6 | Power of Attorney for The Lucas Rivers Ingram Trust U/A/D 07/24/02 | |||
7 | Power of Attorney for all other filers (incorporated by reference to Exhibit 2 to Schedule 13G Amendment Nos. 1, 3, 5 and 6 filed on February 17, 1998, February 14, 2000, February 13, 2002 and February 14, 2003) | |||