| 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 |
| 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 10 |
| 1 | NAMES
OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) 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 745,005 |
|
| 6 | SHARED
VOTING POWER 20,708,355 |
||
| 7 | SOLE
DISPOSITIVE POWER 745,005 |
||
| 8 | SHARED
DISPOSITIVE POWER 20,708,355 |
||
| 9 | AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 21,453,360 |
||
| 10 | CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
x
|
||
| 11 | PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 12.7% |
||
| 12 | TYPE
OF REPORTING PERSON IN |
||
| CUSIP NO. 457153 10 4 | 13G | Page 3 of 10 |
| 1 | NAMES
OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) QTIP Marital Trust Created Under the E. Bronson Ingram Revocable Trust Agreement Dated January 4, 1995 |
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| 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 CERTAIN SHARES
o
|
||
| 11 | PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 11.3% |
||
| 12 | TYPE
OF REPORTING PERSON OO |
||
| CUSIP NO. 457153 10 4 | 13G | Page 4 of 10 |
| 1 | NAMES
OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) E. Bronson Ingram 1994 Charitable Lead Annuity Trust |
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| 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 1,609,096 |
|
| 6 | SHARED
VOTING POWER -0- |
||
| 7 | SOLE
DISPOSITIVE POWER 1,609,096 |
||
| 8 | SHARED
DISPOSITIVE POWER -0- |
||
| 9 | AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,609,096 |
||
| 10 | CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
o
|
||
| 11 | PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.9% |
||
| 12 | TYPE
OF REPORTING PERSON OO |
||
| CUSIP NO. 457153 10 4 | 13G | Page 5 of 10 |
| Item 1(a). | Name of Issuer: |
| Ingram Micro Inc. (the “Company”) | |
| Item 1(b). | Address of Issuer’s Principal Executive Offices: |
| 1600 E. St. Andrew Place Santa Ana, CA 92705 |
|
| Item 2(a). | Name of Person Filing: |
John R. Ingram QTIP Marital Trust Created Under the E. Bronson Ingram Revocable Trust Agreement Dated January 4, 1995 (“QTIP Trust”) E. Bronson Ingram 1994 Charitable Lead Annuity Trust (“Charitable Lead”) 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 John R. Ingram is c/o Ingram Industries Inc., One Belle Meade Place, 4400 Harding Road, Nashville, TN 37205. The address of QTIP Trust and Charitable Lead is c/o Ingram Industries Inc., One Belle Meade Place, 4400 Harding Road, Nashville, TN 37205. |
|
| 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 |
| CUSIP NO. 457153 10 4 | 13G | Page 6 of 10 |
| Item 2(e). | CUSIP Number: |
| 457153 10 4 | |
| Item 3. | Type of Reporting Person: |
| N/A | |
| Item 4. | Ownership. |
| CUSIP NO. 457153 10 4 | 13G | Page 7 of 10 |
|
Beneficial Ownership at 12/31/06 (1) (2) |
% of Common Stock at 12/31/06 (2) |
|
| John R. Ingram | 21,453,360 (3) (4) | 12.7% |
| QTIP Trust | 19,099,259 | 11.3% |
| Charitable Lead | 1,609,096 | 0.9% |
| (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) | Excludes 131,000 shares of Common Stock held by Ingram Industries Inc. (the “Ingram Industries”). John R. Ingram is a principal stockholder of Ingram Industries, and may be deemed to be a beneficial owner of the shares held by Ingram Industries. | |
| (4) | 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 with respect to which John R. Ingram acts as a trustee and shares voting and dispositive power. | |
| Item 5. | Ownership of Five Percent or Less of a Class. | |
| N/A | ||
| Item 6. | Ownership of More than Five Percent on Behalf of Another Person. | |
| N/A | ||
| CUSIP NO. 457153 10 4 | 13G | Page 8 of 10 |
| 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. |
| N/A | |
| Item 9. | Notice of Dissolution of Group. |
| N/A | |
| Item 10. | Certifications. |
| N/A |
| CUSIP NO. 457153 10 4 | 13G | Page 9 of 10 |
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 12, 2007
| LILY YAN AREVALO |
| For each of: |
| John R. Ingram |
| John R. Ingram as a co-trustee for the QTIP |
| MARITAL TRUST CREATED UNDER THE |
| E. BRONSON INGRAM REVOCABLE |
| TRUST AGREEMENT DATED JANUARY |
| 4, 1995 |
| John R. Ingram as trustee for THE E. |
| BRONSON INGRAM 1994 CHARITABLE |
| LEAD ANNUITY TRUST |
| /s/ Lily Yan Arevalo |
|
|
| Name: Lily Yan Arevalo |
| Title: Attorney-in-Fact |
| CUSIP NO. 457153 10 4 | 13G | Page 10 of 10 |
| Exhibit Index | ||
| Exhibit | ||
| 1. | Names of Reporting Persons | |
| 2. | Power of Attorney for (A) John R. Ingram, (B) QTIP Marital Trust Created Under the E. Bronson Ingram Revocable Trust Agreement Dated January 4, 1995, (C) E. Bronson Ingram 1994 Charitable Lead Annuity Trust and (D) The John Rivers Ingram Annuity Trust 2004 |