-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, LcUact//ADmOaXuxMXcfXchIpf19XUDo3Sx7YVbeFTJN/+J+IwoF+xBZFvPW7s40 5bBqSOzjO163qOMfXM567g== 0001047469-99-006089.txt : 19990217 0001047469-99-006089.hdr.sgml : 19990217 ACCESSION NUMBER: 0001047469-99-006089 CONFORMED SUBMISSION TYPE: SC 13G PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 19990216 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: COLONIAL REALTY LIMITED PARTNERSHIP CENTRAL INDEX KEY: 0001013844 STANDARD INDUSTRIAL CLASSIFICATION: REAL ESTATE INVESTMENT TRUSTS [6798] IRS NUMBER: 631098468 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G SEC ACT: SEC FILE NUMBER: 005-55749 FILM NUMBER: 99541340 BUSINESS ADDRESS: STREET 1: 2101 6TH AVENUE NORTH STREET 2: SUITE 750 CITY: BIRMINGHAM STATE: AL ZIP: 35202-1687 BUSINESS PHONE: 2052508700 MAIL ADDRESS: STREET 1: 2101 6TH AVENUE NORTH STREET 2: SUITE 750 CITY: BIRMINGHAM STATE: AL ZIP: 35202-1647 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: LOWDER JAMES K CENTRAL INDEX KEY: 0000941684 STANDARD INDUSTRIAL CLASSIFICATION: [] FILING VALUES: FORM TYPE: SC 13G BUSINESS ADDRESS: STREET 1: 2101 SIXTH AVE NORTH STREET 2: STE 750 CITY: BIRMINGHAM STATE: AL ZIP: 36203 BUSINESS PHONE: 2052508700 MAIL ADDRESS: STREET 1: 2101 SIXTH AVE NORTH STREET 2: STE 750 CITY: BIRMINGHAM STATE: AL ZIP: 36203 SC 13G 1 SC-13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G (RULE 13d-102) UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. )* COLONIAL REALTY LIMITED PARTNERSHIP - -------------------------------------------------------------------------------- (Name of Issuer) CLASS A UNITS OF LIMITED PARTNERSHIP INTEREST - -------------------------------------------------------------------------------- (Title of Class of Securities) NOT APPLICABLE - -------------------------------------------------------------------------------- (CUSIP Number) DECEMBER 31, 1998 - -------------------------------------------------------------------------------- (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) *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). SCHEDULE 13G - ---------------------------------- ------------------------------------ CUSIP No. NOT APPLICABLE Page 2 of 5 Pages ---------------- ------- ------ - ---------------------------------- ------------------------------------ - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) James K. Lowder - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION United States of America - ---------------------------- ------ ------------------------------------------- 5 SOLE VOTING POWER NUMBER OF 538,406 Class A Units of Limited Partnership SHARES Interest ("Units") BENEFICIALLY ------ -------------------------------------------- OWNED BY 6 SHARED VOTING POWER EACH REPORTING 2,369,895 Units PERSON ------ -------------------------------------------- WITH 7 SOLE DISPOSITIVE POWER 538,406 Units ------ -------------------------------------------- 8 SHARED DISPOSITIVE POWER 2,369,895 Units ------ -------------------------------------------- - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,908,301 Units - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 7.9% - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* IN - ------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! SCHEDULE 13G - ---------------------------------- ------------------------------------ CUSIP No. NOT APPLICABLE Page 3 of 5 Pages ---------------- ------- ------ - ---------------------------------- ------------------------------------ Item 1(a). Name of Issuer: COLONIAL REALTY LIMITED PARTNERSHIP Item 1(b). Address of Issuer's Principal Executive Offices: Colonial Plaza, Suite 750 2101 Sixth Avenue North Birmingham, Alabama 35203 Item 2(a). Name of Person Filing: James K. Lowder Item 2(b). Address of Principal Business Office or, if None, Residence: 2000 Interstate Park Drive Suite 400 Montgomery, Alabama 36109 Item 2(c). Citizenship: United States of America Item 2(d). Title of Class of Securities: Class A Units of Limited Partnership Interest Item 2(e). CUSIP Number: Not Applicable Item 3. If this statement is filed pursuant to 240.13d-1(b), or 240.13d-2(b) or (c), check whether the person filing is a: (a) [ ] Broker or Dealer registered under Section 15 of the Act. (b) [ ] Bank as defined in Section 3(a)(6) of the Act. (c) [ ] Insurance Company as defined in Section 3(a)(19) of the 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). SCHEDULE 13G - ---------------------------------- ------------------------------------ CUSIP No. NOT APPLICABLE Page 4 of 5 Pages ---------------- ------- ------ - ---------------------------------- ------------------------------------ (f) [ ] An employee benefit plan or endowment fund; in accordance with 240.13d- 1(b)(1)(ii)(F). (g) [ ] Parent Holding Company or control person, in accordance with 240.13d- 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 of 1940. (j) [ ] Group, in accordance with 240.13d-1(b)(1)(ii)(J). Item 4. Ownership: (a) Amount beneficially owned: 2,908,301 (b) Percent of Class: 7.9% (c) Number of shares as to which such person has: (i) Sole power to vote or to direct the vote: 538,406 Units (ii) Shared power to vote or to direct the vote: 2,369,895 Units (iii) Sole power to dispose or to direct the disposition of: 538,406 Units (iv) Shared power to dispose or to direct the disposition of: 2,369,895 Units 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 [ ]. 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 [ ] SCHEDULE 13G - ---------------------------------- ------------------------------------ CUSIP No. NOT APPLICABLE Page 5 of 5 Pages ---------------- ------- ------ - ---------------------------------- ------------------------------------ Item 8. Identification and Classification of Members of the Group. James K. Lowder beneficially owns 2,908,301 Units: (a) 538,211 Units owned directly; (b) 1,356,919 Units owned by Colonial Commercial Investments, Inc., a corporation owned equally by Thomas H. Lowder and James K. Lowder; (b) 1,012,976 Units owned by Equity Partners Joint Venture, a joint venture of which Thomas H. Lowder, James K. Lowder and Robert E. Lowder, are the sole beneficial owners through their interests in certain other entities, and for which Thomas H. Lowder acts as managing agent; and (c) 195 Units held in trust for the benefit of James K. Lowder's children. Item 9. Notice of Dissolution of Group. Not Applicable. Item 10. Certification. Not Applicable. 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. FEBRUARY 8, 1999 ---------------- (Date) /S/ JAMES K. LOWDER ------------------- (Signature) JAMES K. LOWDER --------------- (Name/Title) -----END PRIVACY-ENHANCED MESSAGE-----