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OMB APPROVAL
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OMB Number: 3235-0145
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(AMENDMENT NO. _______)*
E.piphany, Inc.
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(Name of Issuer)
Common Stock, $0.0001 par value per share
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(Title of Class of Securities)
26881V100
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(CUSIP Number)
December 31, 1999
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(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 the
disclosures provided in a prior cover page.
The information required in 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).
POTENTIAL PERSONS WHO ARE TO RESPOND TO THE COLLECTION OF INFORMATION CONTAINED
IN THIS FORM ARE NOT REQUIRED TO RESPOND UNLESS THE FORM DISPLAYS A CURRENTLY
VALID OMB CONTROL NUMBER.
SEC 1745 (3-98)
Page 1 of 6
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CUSIP No. 26881V100
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1. Names of Reporting Persons. Eliot L. Wegbreit, as Trustee
of the Wegbreit Trust
217 42 0365
I.R.S. Identification Nos. of above persons (entities only).
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2. Check the Appropriate Box if a Member of a Group
(See Instructions)
(a) [ ] Not applicable
(b) [ ]
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3. SEC Use Only
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4. Citizenship or Place of Organization U.S.A.
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Number of 5. Sole Voting Power 2,174,570 shares
Shares Bene- -----------------------------------------------------------
ficially Owned
by Each 6. Shared Voting Power 1,250 shares (625 shares
Reporting held by David Abraham Wegbreit Trust, Eliot L. Wegbreit &
Person With: Beth A. Wegbreit Trustees and 625 shares held by
Jennifer Allison Wegbreit)*
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7. Sole Dispositive Power 2,174,570 shares
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8. Shared Dispositive Power 1,250 shares (625 shares
held by David Abraham Wegbreit Trust, Eliot L. Wegbreit &
Beth A. Wegbreit Trustees and 625 shares held by
Jennifer Allison Wegbreit)*
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9. Aggregate Amount Beneficially Owned by Each Reporting Person
2,175,820 shares
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10. Check if the Aggregate Amount in Row (9) Excludes Certain
Shares (See Instructions)
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11. Percent of Class Represented by Amount in Row (9) 8.0%
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12. Type of Reporting Person (See Instructions) OO
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* Eliot L. Wegbreit, as an individual, beneficially owns shares held by Eliot L.
Wegbreit as Trustee of the Wegbreit Trust (the "Trust") and may be deemed to
beneficially own shares held by the David Abraham Wegbreit Trust, Eliot L.
Wegbreit and Beth A. Wegbreit Trustees (DAWT) and shares held by Jennifer
Allison Wegbreit (J. Wegbreit). Therefore, the Trust may be deemed to
beneficially own shares held by DAWT and J. Wegbreit.
Page 2 of 6
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ITEM 1.
(a) Name of Issuer E.piphany, Inc.
(b) Address of Issuer's Principal Executive Offices
1900 South Norfolk Street,
Suite 310
San Mateo, CA 94403
ITEM 2.
(a) Name of Person Filing Eliot L. Wegbreit as
Trustee of the Wegbreit
Trust
(b) Address of Principal Business Office or, if none, Residence
1516 Dana Avenue,
Palo Alto, CA 94303
(c) Citizenship U.S.A.
(d) Title of Class of Securities Common Stock
(e) CUSIP Number Not Applicable
ITEM 3. IF THIS STATEMENT IS FILED PURSUANT TO Sections 240.13d-1(b) OR
240.13d-2(b) OR (c), CHECK WHETHER THE PERSON FILING IS A:
Not Applicable
Page 4 of 6
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ITEM 4. OWNERSHIP
Provide the following information regarding the aggregate number and
percentage of the class of securities of the issuer identified in Item 1.
(a) Amount of beneficially owed: 2,175,820 shares
(b) Percent of class: 8.0%
(c) Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote. 2,174,570 shares
(ii) Shared power to vote or to direct the vote. 1,250 shares
(625 shares held by David Abraham Wegbreit Trust,
Eliot L. Wegbreit & Beth A. Wegbreit Trustees and 625
shares held by Jennifer Allison Wegbreit)*
(iii) Sole power to dispose or to direct the disposition of.
2,174,570 shares
(iv) Shared power to dispose or to direct the disposition of.
1,250 shares (625 shares held by David Abraham Wegbreit
Trust, Eliot L. Wegbreit & Beth A. Wegbreit Trustees and
625 shares held by Jennifer Allison Wegbreit)*
* Eliot L. Wegbreit, as an individual, beneficially owns shares held by Eliot L.
Wegbreit as Trustee of the Wegbreit Trust (the "Trust") and may be deemed to
beneficially own shares held by the David Abraham Wegbreit Trust, Eliot L.
Wegbreit and Beth A. Wegbreit Trustees (DAWT) and shares held by Jennifer
Allison Wegbreit (J. Wegbreit). Therefore, the Trust may be deemed to
beneficially own shares held by DAWT and J. Wegbreit.
ITEM 5. OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS
Not Applicable
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
Not Applicable
ITEM 8. IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP
Not Applicable
ITEM 9. NOTICE OF DISSOLUTION OF GROUP Not Applicable
Page 5 of 6
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ITEM 10. CERTIFICATION
Not Applicable
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I
certify that the information set in this statement is true, complete and
correct.
February 11, 2000
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Date
/s/ ELIOT L. WEGBREIT
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Signature
Eliot L. Wegbreit
As Trustee of the Wegbreit Trust
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Name/Title
Page 6 of 6