UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13D
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 13)
HEWITT ASSOCIATES, INC.
(Name of Issuer)
Class B Common Stock, par value $0.01 per share
(Title of Class of Securities)
N/A
(CUSIP Number)
John M. Ryan
Hewitt Associates, Inc.
100 Half Day Road
Lincolnshire, Illinois 60069
Tel. No.: (847) 295-5000
(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)
July 24, 2006
(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 statement because of Rule 13d-1(e), 13d-1(f) or 13d-1(g), check the following box: ¨
SCHEDULE 13D
| 1 | NAME OF REPORTING PERSON.
Each of the persons identified on Appendix A |
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| 2 | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) x (b) ¨ |
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| 3 | SEC USE ONLY
|
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| 4 | SOURCE OF FUNDS
OO |
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| 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 of America unless otherwise listed on Appendix A |
| NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH |
7 SOLE VOTING POWER
-0- 8 SHARED VOTING POWER
-0- 9 SOLE DISPOSITIVE POWER
-0- 10 SHARED DISPOSITIVE POWER
-0- |
| 11 | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
-0- shares of Class B Common Stock |
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| 12 | CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
|
¨
| ||
| 13 | PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
0% |
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| 14 | TYPE OF REPORTING PERSON
IN as to persons listed in Appendix A under caption “Individuals”; OO as to persons listed in Appendix A under captions “Trusts” and “Limited Liability Companies”; PN as to persons listed in Appendix A under caption “Partnerships”; CO as to persons listed in Appendix A under caption “Corporations”. |
| APPENDIX A | ||
| Name of Reporting Persons | ||
| Individuals |
Citizenship (United States unless | |
| Abazoris, Norman V. |
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| Ablin, Marlene Joyce |
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| Abosch, Kenan Seth |
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| Acker, Peter David |
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| Adams, Judith |
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| Adams, Mark J. |
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| Africk, Caryn |
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| Alexander, Jane F. |
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| Anand, Sanjiv Krishan |
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| Anderson, Bradley A. |
||
| Anderson, John L. |
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| Anderson, Linda L. |
||
| Arbaugh, Karl E. |
||
| Argue, J. Gordon |
Canada | |
| Arian, Mark David |
||
| Baggett, Jeffrey L. |
||
| Bagin, Erik |
||
| Baird, Elizabeth A. |
||
| Baird, Elizabeth as Custodian |
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| Baird, Sharon J. |
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| Baird, Nathaniel T |
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| Baldwin, Bettye |
Puerto Rico | |
| Baloun, James |
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| Balthazor, Patricia Joan |
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| Barnes, Karen A. |
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| Barry, Joseph Gerard |
||
| Barth, Jeffrey |
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| Barylak, Gretchen Karol Lund |
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| Basofin, Richard |
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| Bassick, E. Webb |
||
| Baumruk, Raymond W. |
||
| Bausch, John J. |
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| Beauregard, Thomas R. |
||
| Belmonte Jr., Frank |
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| Beneteau, Robert J. |
Canada | |
| Bennett, Peter L. |
United Kingdom | |
| Bennett, Jane H. |
United Kingdom | |
| Bennett, Brandon W. |
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| Bennett, Michael John |
Australia | |
| Bentson, Margaret A. |
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| Bernsee, Robert W. |
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| Bernstein, Z. Samuel |
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| Bialek, Joseph G. |
||
| Bicos, Sandy |
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| Biersack, Donna Marie |
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| Biggins, Peter |
||
| Billard, Lisette |
||
| Blasco, Guido |
Italy | |
| Blecher, Maurice David |
||
| Bloomer, James |
||
| Boden, Beth |
||
| Boerner, Peter R |
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| Bollert, Duane C. |
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| Borchert, Timothy John |
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| Borgman, Peter J. |
||
| Boulter, David |
United Kingdom | |
| Bourquin, Francis |
Switzerland | |
| Brab, Regina |
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| Bradford, Timothy M |
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| Bradley, Scott |
||
| Brandorff, Perry O. |
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| Brost, David |
||
| Brovich, Christopher |
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| Brown, J. Allan |
Canada | |
| Bruce, William C. |
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| Bruner, Jack E. |
||
| Bryant, Ronald Victor |
||
| Bueltmann, Ann N. |
||
| Buesing, William R. |
||
| Burke, Patrick J |
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| Burmeister, Monica M. |
||
| Butterworth, Thomas C |
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| Byrd, Jeffrey W. |
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| Byron, Linda |
Canada | |
| Caffarelli, Brian Thomas |
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| Cahn, David M. |
||
| Camferdam, Steven Robert |
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| Campbell, Daniel J. |
||
| Campbell, Robert B., Jr. |
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| Campbell, Robert C. |
||
| Campbell, Stephen E. |
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| Carey, Douglas J. |
||
| Carlson, Thomas D. |
||
| Carnegie, Jerry Y |
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| Carracher, Nancy O. |
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| Carroll, Annette Rosinski |
||
| Carswell, Thomas A |
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| Carter, Gary L. |
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| Cartolano, Curtis M. |
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| Casmer, David M. |
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| Certain, Stephanie L |
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| Chambers, Sandra Ann Miller |
| Christiansen, Christofer |
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| Clarke, Brenda A. |
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| Clarke, Michael |
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| Clemens, Thomas P. |
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| Clymer, Jeff |
||
| Cochran, William R. |
||
| Cochrane, Martha J. |
||
| Cole, Ray |
||
| Coletto, Nancy |
||
| Collura, Kathryn Jean |
||
| Conilh de Beyssac, Thierry |
France | |
| Connolly, Amy C. |
||
| Connolly, Sean |
||
| Connolly, C. Lawrence, III |
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| Cook, Sandra Lee |
||
| Coolley, Nancy E. |
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| Coppock, Melissa Shirk |
||
| Coppock, Steven M. |
||
| Corcoran, Maureen Ann |
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| Corne, Yves |
Belgium | |
| Cornwall, Lynn |
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| Corvette, Gail H |
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| Crandell, Bradford E |
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| Crawford, Neil M. |
Canada | |
| Cromer, Richard B |
||
| Crowley, Sue |
||
| Crowley, William A |
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| Currie, Katharine Claire |
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| Dahm, Joanne |
||
| Dale, James |
||
| Darbyshire, Paula R |
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| Datta, Sumer |
India | |
| Davids, Kristin Marie |
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| Davids, Richard W |
||
| Deacon, Faye A. |
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| Deasey, John J. |
||
| DeCanniere, Dan |
||
| Decker, Julie |
||
| DeGregorio, Susan M. |
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| DeKeyzer, Johan |
||
| Delahanty, Edward L |
||
| DeLuca, Linda L. |
Canada | |
| Denlinger, Kurt |
||
| Dephtereos, Marjorie B. |
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| Desenis, Judith M. |
||
| Detmer, Edward J. |
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| Dhingra, Gautam |
||
| Dickmann, Karen M. |
||
| Diemer, Richard L |
||
| Dixon, William E. |
| Dodd, Kathryn M. |
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| Dodd, Robert M |
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| Doege, Paul R |
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| Dolan, Elizabeth M. |
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| Dolezal, Craig |
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| Doucette, Joseph J.. |
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| Doucette, Stephen F. |
||
| Doyle, Bryan Joseph |
||
| Duncan, William Bradley |
||
| Dunlap, Robert A. |
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| Durbala, Michael R. |
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| Dutton, Leslie |
Canada | |
| Eads, Jack W. |
||
| Eaker, Robert Charles |
||
| Earle, Thomas Warren |
||
| Eavenson, William T. |
||
| Eberlein, Dianne Lynn |
||
| Eddington, Thomas L. |
||
| Edelstein, Carol M. |
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| Eeckman, Philippe |
France | |
| Egan, Peter S |
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| Eikenberg, Darcy Lee |
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| Elder, Joni Lee |
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| Evans, John M |
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| Ewing, Larry R |
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| Fahling, Gerald O. |
||
| Fanning, J. Mark |
||
| Fastman, Bernardo Alberto |
Argentina | |
| Ferreri, James P |
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| Finan, Lois C. |
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| Fischer, Charles |
||
| Fisher, Enrique A |
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| Fixmer, Gale J. |
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| Fixmer, John P |
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| Flint, Tom F. |
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| Forsberg, Michael S. |
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| Fortosis, David C. |
||
| Fox, Roberta D. |
||
| Francey, Claude |
Switzerland | |
| Franco, Edward E. V. |
||
| Franke, John T. |
||
| Freedman, David |
United Kingdom | |
| Freundt, James F. |
||
| Friedes, Peter E |
||
| Friese, Lainchen M. |
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| Fry, Brian V. |
||
| Fry, Lisa Anne |
||
| Furer, Burkhard |
Germany | |
| Futterman, Ronald Alan |
||
| Gallo, Sabina V. |
||
| Gandossy, Robert P. |
||
| Gang, Barry S |
| Gangloff, Sabine |
Germany | |
| Garabedian, Thomas J. |
||
| Gardner, John D. |
||
| Gayda, Joseph J |
||
| Gayley, John K. |
||
| Ghiulamila, Anne-Laurence |
France | |
| Gibbons, Michael |
||
| Gifford, Dale L |
||
| Gordon, Julie Starkman |
||
| Gordon, Mark K. |
||
| Goudriaan, Robert |
Netherlands | |
| Graham, Michael Eugene |
||
| Grant, Philip D. |
||
| Gray, Guy Earl |
||
| Gray, Stephen Michael |
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| Grayson, Valerie A. |
||
| Greenbaum, David |
||
| Greene, William H. |
||
| Gregory, C. William |
||
| Gretzinger III, Ralph E |
||
| Guagliardo, Nicolo |
||
| Gubitosi, Alan |
||
| Gubman, Edward Lee |
||
| Guthman, Michael A |
||
| Halaburt, Thomas L. |
||
| Halleen, Steven J. |
||
| Hallen, Christian Eric |
||
| Halliday, Timothy |
United Kingdom | |
| Halperin, Frederic |
||
| Hancock, Kip K. |
||
| Hand, Janice S. |
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| Hanlon, Charles E. |
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| Hansen, Michelle Elaine |
||
| Harlow, Carole Jean |
||
| Harris, Anne M. |
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| Harvey, James J. |
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| Hasbargen, Donald W |
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| Haugen, Peter J. |
||
| Hauser, Brenda |
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| Hauser, Linda S. |
||
| Hauser, Thomas J. |
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| Haverick, Amanda |
||
| Haverick, David R. |
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| Hazen, Mary Judd |
||
| Healy, Christopher R. |
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| Heiring, Gayle A., as custodian |
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| Heiring, George W |
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| Heiring, Paul W., as custodian |
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| Heiring, Steven L., as custodian |
||
| Henderson, Don Berwell |
||
| Hernandez, Javier |
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| Hessler, Donald R |
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| Higginbotham, Stanley Lamar |
||
| Hiles, Andrew H. |
| Hilgenberg, Timothy S |
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| Hill, Michael R. |
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| Hinman, Richard C. |
||
| Hirano, Robin Miller |
||
| Hochberg, Renee F. |
||
| Hoerger, Susan Yarosh |
||
| Hogg, Barbara J |
||
| Holland, Daniel J. |
||
| Holland, Kimberly |
||
| Holscher, Carsten |
Germany | |
| Hoos, John O |
||
| Horton, Michael D |
||
| Howes, Paul D. |
||
| Howlett, Catherine |
||
| Hoyal, Mark Lawrence |
||
| Hughey, Thomas M |
||
| Hunt, David |
||
| Hurst, Linda S. |
||
| Hutson, Richard W |
||
| Huxsaw, Lynne |
||
| Hyman, Jeffrey S. |
||
| Irion, Brian P. |
||
| Irons, Neil |
Belgium | |
| Irwin, Barbara Jane |
||
| Istnick, Robert L |
||
| Jacobs, Ari N. |
||
| Jagla, Julie |
||
| James, Alison A |
||
| James, Ken E |
||
| James, William R. |
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| Jarrett, Thomas Mark |
||
| Jeffay, Jason |
||
| Jensen, Phillip Claude |
||
| Johnson, Robert F. |
||
| Johnston, Michael L. |
||
| Jones, Allen F. |
||
| Jones, David B. |
||
| Jones, J. Michael |
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| Jones, Michael B |
||
| Jones, Richard E. |
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| Jones, Ronald A |
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| Jost, Michael G |
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| Kaberon, Daniel Adam |
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| Kairey, Mindy |
||
| Kaiser, Marc Steven |
||
| Kann, Raymond |
||
| Kantor, Richard Geza |
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| Kapahi, Naveen |
Canada | |
| Kapahi, Shelagh |
||
| Kaplan, Tilda Jarolim |
| Kars, Jan |
Netherlands | |
| Kellogg, Gail V. |
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| Kelly Jr., Vincent J. |
||
| Kelly, James William |
||
| Kenney, Suzanne M. |
||
| Kerpan, James P |
||
| Kieley, John |
||
| Kimler, Brad |
||
| Kincaid, Maureen A. |
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| Kinsley, Heather R. |
||
| Klein, Jeffrey |
||
| Klonoff, Jeffrey Allen |
||
| Knox, Christine M. |
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| Kohlbry, Kathleen M. |
||
| Kolb, John |
||
| Konieczny, James R. |
||
| Koo, James |
Canada | |
| Kopec, Albert |
||
| Koralik, Susan K. |
||
| Kordus, Claude |
||
| Kozak, Gregory J. |
||
| Krause, Debra W. |
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| Krause, Marin E. |
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| Kriegh, James A |
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| Laketek, Maryann |
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| Lally, Jane F. |
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| Lamp, Cory Christopher |
||
| LaSorte, Joseph A. |
||
| Laspisa, Esther Kaplan |
||
| Laufer, Jacques |
||
| Laugharn, Gary |
||
| Lawrence, Simon |
United Kingdom | |
| Leckie, Annette Schnack |
||
| Lee, Michael R. |
||
| Lee, Steven G. |
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| Leighton, Stephen M |
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| Leister, Kellen |
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| Leone, Robert J. |
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| Levin, Howard J. |
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| Leyendecker, Mary A. |
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| Lima, Jean-Charles |
Canada | |
| Lindberg, Kenneth W |
||
| Lindquist, Judith A. |
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| Livsey, Frank |
Canada | |
| Lloyd, Ronald Rhys |
Canada | |
| Lucey, Richard J |
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| Lui, Cheryl M. |
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| Lynch, John C. |
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| Makuck, Brian D. |
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| Maskaleris, Elias R. |
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| Mason II, William L. |
| Mateja, Linda L. |
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| Mathews, Donna M |
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| Mathews, Donna M as custodian for Leslie Anne Mathews |
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| Mathews, Donna as custodian for Lindsey C. Mathews |
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| Matson, Stephen A. |
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| Mattingly, Sharon |
United Kingdom | |
| Maurer, Otto |
||
| McArdle, Frank B. |
||
| McCane, Steven William |
||
| McDonald, Danielle R. |
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| McFall, Daniel F. |
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| McGhee, James W. |
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| McGill, Patrick Lyman |
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| McGough, James C |
||
| McGuire, Francis Xavier |
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| McKay, Robert J |
Canada | |
| McRae, Lisa Ann Smedstad |
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| Mercado, Orlando |
Puerto Rico | |
| Meshboum, Stuart |
||
| Messick, Scott E. |
||
| Meuse, James David |
||
| Miller, Lisa |
United Kingdom | |
| Miller, Lori L. |
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| Millson, Scott A. |
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| Milo, Scott Vincent |
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| Minner Jr., Donald |
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| Mitchell, Laurie Leilani |
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| Mittelbrun, John W. as custodian for John W. Mittelbrun, Jr. |
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| Mittelbrun, Theresa D. |
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| Mittelbrun, Theresa D. as custodian for John W. Mittelbrun, Jr. |
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| Mitter, Mark T. |
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| Moody, Richard L |
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| Moore, Bradley C |
||
| Moran Jr., John |
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| Moreland, Mary K. |
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| Morgan, Pamela Dale |
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| Morris, Peter J. |
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| Moses, John D. |
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| Mott, Thomas Robert |
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| Muench, Carol |
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| Muirhead, Peter |
Canada | |
| Munn, Jeffrey |
||
| Munn, Jeffrey as custodian for Taylor Munn |
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| Munn, Sally |
||
| Murphy, Blake Potter |
||
| Murphy, Michael J. |
||
| Murray, Mark Andrew |
||
| Murray, Philip E |
United Kingdom | |
| Nelson, James E. |
||
| Nelson, Mark Andrew |
| Nerheim, Lori A |
||
| Neville, Thomas |
||
| Newton, Christopher Mark |
Canada | |
| Nichols, Richard C. |
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| Nolen, Tanya Flourney |
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| Nunes, Jane Ann |
||
| O’Connor, John R. |
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| O’Meara, Robert J |
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| O’Regan, Thomas J |
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| Ornt, Yvonne Gatcheff |
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| Osborn, Jacqueline |
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| Oshima, Mark Masao |
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| Osicka, Charles J |
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| Osrin, Lilian T. |
United Kingdom | |
| Osrin, Neville P |
United Kingdom | |
| Owens, Kevin |
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| Ozark, James G |
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| Padfield, Mark R. |
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| Padula, Matthew D. |
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| Paine, Thomas H |
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| Pallerino, Nancy |
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| Palmer, Christopher S |
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| Papantonis, Perry C. |
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| Papier, Jonathan M |
United Kingdom | |
| Parfitt, Mary Ann |
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| Parker, T. Alan |
Australia | |
| Parrish, Norman W. |
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| Patrick, Andrew |
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| Patrick, Elaine |
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| Patrick, Rodger R |
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| Patrick, Victor |
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| Pellettieri, Karen M. |
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| Penter, Robert L. |
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| Perrine, Nicole |
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| Peterson, Alison Ann |
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| Peterson, E Scott |
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| Peterson, Larry W. |
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| Peterson, Steven W. |
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| Pierce, David |
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| Pinzur, Laurence A. |
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| Piro Jr., John D. |
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| Pogue, Thomas A. |
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| Polk, Mary Ann |
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| Pontello, Leslie B. |
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| Pooley, Joanne |
Canada | |
| Powell, Lowell |
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| Powers, Michael J. |
||
| Prange, Sue L. |
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| Pratscher, Gary W. |
||
| Primmer, Roger L. |
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| Prospect, Theodore A. |
| Puciaty, Anton J |
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| Pulliam, William R |
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| Purtell, Jocelyn Patrice |
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| Quenan, Patrick W. |
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| Rackey, David A. |
||
| Raffety, David Keith |
||
| Ramsey, E. Stephen |
||
| Ready, Robert D |
||
| Reichenbach, Lee Donna |
||
| Reschke, Karin |
Germany | |
| Rhodes, Wendy S. |
||
| Rieger Jr., Leon |
||
| Ripp, Jeanette M |
||
| Riva, Katia |
Italy | |
| Robb, Marybeth C |
||
| Roberts, John Cecil |
||
| Robison, R. Jack |
||
| Roch, Thomas F |
||
| Roettig, Paul |
Austria | |
| Romanchek, Robert A. |
||
| Romweber, Jane T. |
||
| Roof, Timothy C. |
||
| Roque, Francisco A. |
||
| Rosmarin, Douglas J |
||
| Rosow, Laura |
||
| Rosow, Stanley M |
||
| Ross, Peter E. |
||
| Rubin, Daniel J. |
||
| Rumzis, Edward D. |
||
| Rushin, James J. |
||
| Ruth, Linda Cushman |
||
| Ruth, Lloyd |
||
| Ryan, Duffy |
||
| Ryan, John M. |
||
| Ryan, Michael John |
||
| Sales, Mary E. |
||
| Sanborn, Peter A. |
||
| Sanders, John B. |
Canada | |
| Santos Jr., Alberto |
||
| Santos, Alberto Dr. |
||
| Santos, Anastacia |
||
| Santos, Lane Johanna Jaeckle |
||
| Santos, Miguel Antonio |
||
| Sarrazin, Eric |
France | |
| Sartain, Keith T. |
||
| Sawyer, Eileen C. |
||
| Schardt, Michael Alan |
||
| Schaus, Stacy L. |
||
| Scheele, Christopher S. |
||
| Scheele, Teresa L. |
||
| Scheffel, Elizabeth J. |
| Schippers, Norman |
||
| Schippers, Sandy |
||
| Schlachtmeyer, Albert S |
||
| Schlachtmeyer, Laura |
||
| Schlachtmeyer, Melissa |
||
| Schmitt, Kyle A. |
||
| Schmitz, Thomas L. |
||
| Schnoenenberger, Vitus |
Switzerland | |
| Schultz, Michael D. |
||
| Schwartz, Jan E |
||
| Schwartzman, Ted J. |
||
| Schwehr, Mark D. |
||
| Scott, William |
||
| Seim, Sharon |
||
| Seltz, Christine A. |
||
| Shafer, Paul M. |
||
| Shakeel, Mazen A. |
Canada | |
| Shapira, Allan |
Canada | |
| Sharp IV, Frederick Inman |
||
| Shaul, Matthew |
||
| Shelton, Kenneth A. |
||
| Shepherd, Janet E. |
||
| Sher, Fred C |
||
| Shillingburg, John Douglas |
||
| Shimizu, Tomo |
Japan | |
| Shipman, Don R. |
||
| Silva, Anthony A. |
||
| Simmermaker, Jordan L. |
||
| Smith, Bradley |
||
| Smith, Eddie C. |
||
| Sneden, William M. |
||
| Soja, Richele A |
||
| Sorensen, Michael |
||
| Sorrentino, Anthony S |
||
| Spacapan, Kevin Lee |
||
| Spangrud, Mark J. |
||
| Sperling, Rosalyn M. |
||
| Sperling, Kenneth L. |
||
| Stanar, Thomas J |
||
| Steinberg, Allen Terry |
||
| Steinberg, Mona Jill |
||
| Stewart, Curtis W |
||
| Stifter, Jeredith W |
||
| Stiroh Jr., Bernard J. |
||
| Stock, Mary C. |
||
| Strecker, Jefferson Lee |
||
| Strecker, Jefferson L. as Custodian for Audrey A. Strecker |
||
| Strecker, Jefferson L. as Custodian for Carly R. Strecker |
||
| Strecker, Jefferson L. as Custodian for Erin A. Strecker |
||
| Sural, Brenda J. |
||
| Swanson, Mark A. |
||
| Swinehart, Kathy Lea |
||
| Sze, Michael |
| Tagge, Rosemary E |
||
| Tate, Robert |
||
| Tatsuguchi, Nancy M |
||
| Tenner, Leonard R. |
||
| Thomann, Daniel |
Switzerland | |
| Thomas, Sean W. |
||
| Thompson, Greggory R. |
||
| Thompson, Theresa |
||
| Thorpe, Elizabeth Patrick |
||
| Tobin, Harold B. |
||
| Toivari-Case, Carrie Marie |
||
| Tompkins, John C |
Canada | |
| Toth, Frederick Carter |
||
| Trahan, Daniel C. |
||
| Trahan, Susan R. |
||
| Trahan, Thomas M. |
||
| Trahan, Uraiwan |
||
| Trahan, Michael Lee |
||
| Tucker, Larry John |
||
| Twery, Scott Craig |
||
| Ubelhart, Mark C |
||
| Vaccari, Margee S. |
||
| Vaccari, Thomas S. |
||
| Valentine, Lawrence V. |
||
| Vandersanden, Robert |
Canada | |
| VanThournout, Richard A. |
||
| Veit, Anne A |
||
| Verseman, David W. |
||
| Virmani, Ravi |
India | |
| Visus, Deborah A. |
||
| Vlajkovic, John |
||
| Vogrich, Robert M. |
||
| Wagner, Francis H. T. |
||
| Wagner, William P as custodian for Katie Wagner |
||
| Wagner, Stephen B |
||
| Wallace, John J |
||
| Wardner, Julie A. |
||
| Watkins, Eric M. |
||
| Watson, Laura M |
||
| Waymel, Colleen Austin |
||
| Waymel, Raymond J. |
||
| Weaver Jr, Pearce R. |
||
| Weaver, Trinda N. |
||
| Weaver, Dorothy J. |
||
| Weinberg, Robert |
||
| Welkie, Robert Steven |
||
| Wermeille, Francoise |
Switzerland | |
| Westervelt, Arthur Lee |
||
| Westwood, Jerry R |
||
| Whinfrey, Judith A. |
| Whitney Jr., Mark S. |
||
| Wilen, Robert E. |
||
| Wille, David J. |
||
| Williams, Jonathan David |
Australia | |
| Wilson, Gerald I |
||
| Wilson, Jerry F. |
||
| Winkler, Kerstin |
||
| Winston, Rebecca L. |
||
| Wise, Christi Rager |
||
| Witkowski, Wayne E. |
||
| Woldridge, Scott M. |
||
| Wolf, James K |
||
| Wood, Thomas E |
||
| Wooding, Shelley A. |
Canada | |
| Woodrum, James D. |
||
| Wright, Michael B. |
||
| Wright, Peter |
||
| Wunsch, Gerald E. |
||
| Yamamoto, Dale H |
||
| Yezzi, Anthony P |
||
| Young, William G. |
||
| Young, William G., as Custodian |
||
| Young, William G., as Custodian |
||
| Zadell, William R. |
||
| Zielke, Elizabeth K. |
||
| Zimmer, Jane E |
||
| Zimmerman, Ross |
||
| Zurek, Colleen A. |
||
| Trusts |
Place of Organization | |
| Annette S. Leckie 2003 Revocable Trust |
Massachusetts | |
| C. Lawrence Connolly III 2004 Irrevocable Trust |
Illinois | |
| C. Lawrence Connolly III 2006 Irrevocable Trust |
Illinois | |
| C. William Gregory Trust |
Florida | |
| Cangelosi/Gallo Family Trust |
California | |
| Carole J. Harlow 1994 Trust |
California | |
| Charles Fischer Declaration of Trust |
Illinois | |
| Christine M. Knox Trust |
Illinois | |
| Christopher R. Healy Declaration of Trust |
Illinois | |
| Crystal Cove Revocable Trust |
California | |
| Daniel J. Rubin Trust |
Illinois | |
| David L. Hunt Revocable Trust |
Connecticut | |
| Edward L. Delahanty 2002 Flite Trust |
Florida | |
| Esther K. Laspisa Revocable Trust |
Illinois | |
| Ewing Trust Agreement |
California | |
| Francis B. McArdle Revocable Living Trust |
Maryland | |
| Francisco A. Roque 1999 Living Trust |
Illinois | |
| Howard J. Levin 2005 Irrevocable Trust |
Florida | |
| Hutson 2002 Irrevocable Family Trust FBO B.C. Hutson |
Illinois | |
| Hutson 2002 Irrevocable Family Trust FBO K.E. Hutson |
Illinois | |
| James E. Nelson Irrevocable Trust |
Florida | |
| James E. Nelson Irrevocable Trust of 2004 |
Florida | |
| James G. Ozark Trust |
Illinois | |
| Janet E. Shepherd Revocable Trust |
Colorado | |
| Jerry R. Westwood Trust |
Illinois | |
| John and Sue Prange Trust |
California | |
| John C. Roberts and Angela M. Roberts Revocable Trust |
Arizona | |
| John Hoos Revocable Trust |
Illinois | |
| John M. Ryan Revocable Trust |
Illinois | |
| Kann Family Trust |
California | |
| Kathleen M. Trahan Revocable Trust |
Illinois | |
| KBO Revocable Trust |
Illinois | |
| Lawrence J. Laspisa Revocable Trust |
Illinois | |
| Leonard Tenner Revocable Trust |
Illinois | |
| Linda L. Anderson Trust |
Illinois | |
| Luanne Wolff Revocable Trust |
California | |
| Marilyn C. Biggins Revocable Trust |
Connecticut | |
| Mark Douglas Schwehr Florida Intangible Tax Trust |
Florida | |
| Mary Lynn Eubanks 1999 Living Trust |
Illinois | |
| Maureen Kincaid Trust |
Illinois | |
| Michael L. Johnston Declaration of Trust |
Illinois | |
| Michael L. Trahan Revocable Trust |
Illinois | |
| Peter A. Biggins Revocable Trust |
Connecticut | |
| Renee F. Hochberg Living Trust |
Illinois | |
| Richard L. Diemer Revocable Trust |
Illinois | |
| Richard W. Davids Declaration of Trust |
Illinois | |
| Richard W. Hutson 1998 Irrevocable Trust FBO: Brennan B. Hutson |
Illinois | |
| Richard W. Hutson Declaration of Trust |
Illinois | |
| Richard W. Hutson Irrevocable Trust Dated FBO Amanda R. Hutson |
Illinois | |
| Richard W. Hutson Irrevocable Trust Dated FBO Joseph B Hutson |
Illinois | |
| Roberta D. Fox Trust |
Illinois | |
| Roberta Tenner Revocable Trust |
Illinois | |
| Sara L. LeTourneau Declaration of Trust |
Illinois | |
| Shelton Family Trust |
California | |
| Smith Family Trust |
Arizona | |
| Stanley Rosow Revocable Trust |
California | |
| Steinberg Revocable Trust |
California | |
| Ted J. Schwartzman Trust |
Connecticut | |
| The David Yanis Trust |
Florida | |
| The Dorothy J. Weaver Trust |
California | |
| The Gerald I. Wilson Irrevocable Trust |
Florida | |
| The James G. Ozark Irrevocable Trust |
Florida | |
| The Martha J. Cochrane Declaration of Trust |
Massachusetts | |
| The Maureen A. Kincaid Irrevocable Trust |
Florida | |
| The Peterson Family Trust |
California | |
| The Richard L. Moody Trust |
Illinois | |
| Thomas E. Wood Revocable Trust |
Illinois | |
| Thomas Paine and Teresa Norton Revocable Trust |
California | |
| TJO Revocable Trust |
Illinois | |
| William James Trust |
Illinois | |
| Partnerships* |
Place of Organization | |
| Buesing Family Limited Partnership, William R. Buesing, General Partner |
Connecticut | |
| Robert and Sandra Cook Family Limited Partnership, Sandra Cook, General Partner |
Illinois | |
| Franke Investments, L.P., John Terrence Franke, Managing General Partner |
Illinois | |
| The TJG Limited Partnership, Thomas J. Garabedian, General Partner |
Delaware | |
| Gifford Holdings, L.P., Dale L. Gifford, General Partner |
Delaware | |
| Gretzinger Family Limited Partnership, Ralph E. Gretzinger, III, General Partner |
Delaware | |
| DJH Investments, L.P., Daniel J. Holland, General Partner |
Texas | |
| Hutson Family Limited Partnership, Richard W. Hutson, Trustee under the Richard W. Hutson Declaration of Trust Dated November 6, 1989, General Partner |
Illinois | |
| Michael B. Jones Family Limited Partnership, Michael B. Jones, General Partner |
Delaware | |
| Kieley Investment L.P. I, John Kieley, General Partner |
Delaware | |
| JJJO Partnership, L.P., James G. Ozark and Maureen A. Kincaid, General Partners |
Massachusetts | |
| KBAM Ventures, L.P., Maureen A. Kincaid and James G. Ozark, General Partners |
Illinois | |
| Levin Family Limited Partnership, Howard J. Levin, Trustee of the Howard J. Levin Revocable Trust, dated September 28, 1994, General Partner |
Connecticut | |
| SJM Holdings, L.P., Mark A. Murray, Managing General Partner |
New Jersey | |
| Pinzur Limited Partnership, Laurence A. Pinzur, General Partner |
Wyoming | |
| Deer Park Limited Partnership, Jocelyn Purtell, General Partner |
Florida | |
| SCS Family Limited Partnership, E. Stephen Ramsey, General Partner |
Wisconsin | |
| Roch Family Limited Partnership, Thomas F. Roch, General Partner |
California | |
| Rosow Family Limited Partnership, Stanley M. Rosow, General Partner |
Illinois | |
| Schmitz Family Limited Partnership, Thomas L. Schmitz, General Partner |
Illinois | |
| A.C.J.L. Shafer Family Limited Partnership, Paul M. Shafer, General Partner |
Delaware | |
| Red Rock West Limited Partnership, Janet E. Shepherd, General Partner |
Massachusetts | |
| Wilson Family Limited Partnership, Gerald I. Wilson, General Partner |
Illinois |
| * | Citizenship of each General Partner is United States |
| Limited Liability Companies |
Place of Organization | |
| Share Holdings LLC |
Illinois | |
| Corporations* |
Place of Organization | |
| Groen Participaties B.V. (controlled by Abraham Groen)* |
Netherlands | |
| Jungman Participaties B.V. (controlled by Alexander Jungman)* |
Netherlands | |
| Kraak Participaties B.V. (controlled by Cornelis Kraak)* |
Netherlands | |
| Mick and Nancy Pty. Ltd.(controlled by Michael J. Bennett)** |
Australia | |
| Middelbos Participaties B.V. (controlled by Robertus Middelbos)* |
Netherlands | |
| Nagtegaal Participaties B.V. (controlled by Andries Nagtegaal)* |
Netherlands | |
| VanHooff Participaties B.V. (controlled by Cornelis van Hooff)* |
Netherlands | |
| VanLeeuwen Participaties B.V. (controlled by Jan van Leeuwen)* |
Netherlands | |
| * | Controlling shareholders are all Dutch citizens |
** Controlling shareholder is an Australian citizen
SCHEDULE 13D
This Amendment No. 13 amends and supplements Amendment No. 12 to the Statement on Schedule 13D filed on July 14, 2006 (as so amended, this “Schedule”). This Amendment No. 13 is being filed because, effective as of July 24, 2006, the requisite percentage of signatories to the Stockholders’ Agreement, dated as of July 1, 2003 by and among Hewitt Associates, Inc., Hewitt Holdings LLC and the Covered Persons signatory thereto (the “Stockholders’ Agreement”) agreed to terminate the Stockholders’ Agreement.
Item 2. Identity and Background
(a), (b), (c) (f) The cover page to this schedule and Appendix A hereto contain the names of the persons (“Covered Persons”) who beneficially own shares of Class B Common Stock subject to the Stockholders’ Agreement (“Covered Shares”) to which the Covered Persons are parties. This filing is being made on behalf of all of the Covered Persons, and their agreement that this filing may be so made is contained in the Stockholders’ Agreement.
Appendix A hereto also provides the citizenship or place of organization of each Covered Person. Each Covered Person who is an individual (an “Individual Covered Person”) is a professional employed or formerly employed by Hewitt or one of its affiliates or a permitted transferee of such employee or former employee. Each Covered Person who is not an individual (other than Share Holdings LLC (“ Share Holdings”)) is a trust, limited partnership, limited liability company or corporation created for estate planning purposes by a person who is employed or was formerly employed by Hewitt or one of its affiliates and is or was a member of FORE Holdings LLC, formerly Hewitt Holdings LLC (“Holdings” and each such person being referred to as an “owner” or a “Holdings owner”). Each Covered Person listed in Appendix A under the caption “Partnerships” (an “LP Covered Person”) is a limited partnership of which a Holdings owner is the general partner. Each Covered Person listed in Appendix A under the caption “Corporations” (a “Corporate Covered Person”) is controlled by a Holdings owner. The business address of each Covered Person for purposes of this Schedule is 100 Half Day Road, Lincolnshire, Illinois 60069.
Item 4. Purpose of Transaction
Item 4 of this Statement is hereby amended to add the following:
Effective as of July 24, 2006, the requisite percentage of signatories to the Stockholders’ Agreement agreed to terminate the Stockholders’ Agreement.
Item 5. Interest in Securities of the Issuer
(c) Except as described on Appendix B or as reported in a previously filed Schedule 13D, no Covered Person has effected any transaction in the Class B Common Stock during the past 60 days.
Item 6. Contracts, Arrangements, Understandings or Relationships with Respect to Securities of the Issuer
Item 6 of this Statement is hereby amended to add the following:
Effective as of July 24, 2006, the requisite percentage of signatories to the Stockholders’ Agreement agreed to terminate the Stockholders’ Agreement.
2
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.
Dated: August 1, 2006
| By: | /s/ David L. Hunt | |
| Name: | David L. Hunt | |
| As Attorney-in-fact |
3
Appendix B
| Daily Hewitt Sales Range | High: | $ | 22.97 | $ | 22.63 | $ | 22.31 | $ | 22.14 | $ | 22.04 | $ | 21.83 | $ | 22.52 | $ | 22.42 | $ | 21.67 | $ | 21.68 | Total Class B Sales 7/1 - 7/24 | ||||||||||||
| Low: | $ | 22.34 | $ | 22.26 | $ | 21.97 | $ | 21.76 | $ | 21.53 | $ | 21.45 | $ | 21.45 | $ | 21.65 | $ | 21.23 | $ | 21.20 | ||||||||||||||
| Name |
Date: | 7/5/2006 | 7/10/2006 | 7/11/2006 | 7/12/2006 | 7/13/2006 | 7/17/2006 | 7/19/2006 | 7/20/2006 | 7/21/2006 | 7/24/2006 | |||||||||||||||||||||||
| Acker,Peter David |
985 | 985 | ||||||||||||||||||||||||||||||||
| Adams,Judith |
700 | 700 | ||||||||||||||||||||||||||||||||
| Bernsee,Robert W. |
5,000 | 5,000 | ||||||||||||||||||||||||||||||||
| Butterworth,Thomas C |
4,000 | 4,000 | ||||||||||||||||||||||||||||||||
| Campbell,Daniel J. |
1,000 | 1,000 | ||||||||||||||||||||||||||||||||
| Eaker,Robert Charles |
2,000 | 18,000 | 20,000 | |||||||||||||||||||||||||||||||
| Grayson,Valerie A. |
9,000 | 9,000 | ||||||||||||||||||||||||||||||||
| Hanlon,Charles E. |
5,000 | 5,000 | ||||||||||||||||||||||||||||||||
| Hasbargen,Donald W |
1,000 | 2,000 | 1,000 | 1,000 | 5,000 | |||||||||||||||||||||||||||||
| Hauser,Thomas J. |
1,000 | 1,000 | 2,000 | |||||||||||||||||||||||||||||||
| Jones,Ronald A |
1,000 | 3,598 | 4,598 | |||||||||||||||||||||||||||||||
| Leighton,Stephen M |
1,500 | 1,500 | ||||||||||||||||||||||||||||||||
| Leone,Robert J. |
5,000 | 5,000 | ||||||||||||||||||||||||||||||||
| Peterson,Larry W. |
750 | 750 | ||||||||||||||||||||||||||||||||
| Sawyer,Eileen C. |
4,000 | 4,000 | ||||||||||||||||||||||||||||||||
| Philbeck ,Kyle A. |
572 | 572 | ||||||||||||||||||||||||||||||||
| Shipman,Don R. |
33,000 | 6,900 | 13,100 | 53,000 | ||||||||||||||||||||||||||||||
| Sorrentino,Anthony S |
500 | 500 | ||||||||||||||||||||||||||||||||
| Steinberg,Allen Terry |
2,987 | 2,987 | ||||||||||||||||||||||||||||||||
| Valentine,Lawrence V. |
256 | 256 | ||||||||||||||||||||||||||||||||
| Verseman,David W. |
1,000 | 1,000 | ||||||||||||||||||||||||||||||||
| Wagner,Stephen B |
2,000 | 1,000 | 1,000 | 1,000 | 5,000 | |||||||||||||||||||||||||||||
| Wunsch,Gerald E. |
1,000 | 1,000 | ||||||||||||||||||||||||||||||||
| Zimmer,Jane E |
500 | 500 | ||||||||||||||||||||||||||||||||
| Shimizu,Tomo |
5,000 | 5,000 | ||||||||||||||||||||||||||||||||
| Fixmer,John P |
925 | 925 | ||||||||||||||||||||||||||||||||
| Kordus,Claude |
3,000 | 3,000 | ||||||||||||||||||||||||||||||||
| Lindberg,Kenneth W |
1,000 | 1,000 | ||||||||||||||||||||||||||||||||
| Ted J. Schwartzman Trust |
350 | 4,000 | 4,350 | |||||||||||||||||||||||||||||||
| Red Rock West Limited Partnership |
2,000 | 2,000 | 4,000 | |||||||||||||||||||||||||||||||