SECURITIES & EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13D*
(Rule 13d-101)
INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO
13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2(a)
(Amendment No. 2)*
UNITED INVESTORS REALTY TRUST
--------------------------------------------------------------------------------
(Name of Issuer)
Common Stock, no par value
--------------------------------------------------------------------------------
(Title of Class of Securities)
910741107
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(CUSIP Number)
Chaim Katzman
c/o M.G.N. (USA), Inc.
Gazit-Globe (82) Ltd.
1696 Northeast Miami Gardens Drive
North Miami, FL 33179
(305) 947-1664
--------------------------------------------------------------------------------
(Name, address and telephone number of person
authorized to receive notices and communications)
January 3, 2001
--------------------------------------------------------------------------------
(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 schedule because of Rule 13d-1(b)(3) or (4), check the following box
[ ].
NOTE: Schedules filed in paper format shall include a signed original and five
copies of the Schedule, including all exhibits. See Rule 13d-7 for other parties
to whom copies are to be sent.
----------------------
*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 on the remainder of this cover page shall not
be deemed to be "filed" for 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)
Page 1 of 11
<PAGE>
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CUSIP No. 910741107 SCHEDULE 13D Page 2 of 13 Pages
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------- ------------------------------------------------------------------------
1 NAME OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS
Chaim Katzman [IRS #: ###-##-####]
------- ------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X]
(b) [ ]
------- ------------------------------------------------------------------------
3 SEC USE ONLY
------- ------------------------------------------------------------------------
4 SOURCE OF FUNDS
WC
------- ------------------------------------------------------------------------
5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED
PURSUANT TO ITEM 2(d) or 2(e)
[ ]
------- ------------------------------------------------------------------------
6 CITIZENSHIP OR PLACE OF ORGANIZATION
Israel and the United States
-------------------------- ------ ----------------------------------------------
NUMBER OF 7 SOLE VOTING POWER -0-
SHARES ------ ----------------------------------------------
BENEFICIALLY 8 SHARED VOTING POWER 860,370
OWNED BY ------ ----------------------------------------------
EACH 9 SOLE DISPOSITIVE POWER -0-
REPORTING ------ ----------------------------------------------
PERSON WITH 10 SHARED DISPOSITIVE POWER 860,370
------- ------------------------------------------------------------------------
11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
860,370
------- ------------------------------------------------------------------------
12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES
CERTAIN SHARES **
[ ]
------- ------------------------------------------------------------------------
13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
9.58%
------- ------------------------------------------------------------------------
14 TYPE OF REPORTING PERSON
IN
------- ------------------------------------------------------------------------
** See instructions before filling out!
<PAGE>
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CUSIP No. 910741107 SCHEDULE 13D Page 3 of 13 Pages
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------- ------------------------------------------------------------------------
1 NAME OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS
M.G.N. (USA), Inc. [IRS #: ###-##-####]
------- ------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X]
(b) [ ]
------- ------------------------------------------------------------------------
3 SEC USE ONLY
------- ------------------------------------------------------------------------
4 SOURCE OF FUNDS **
WC
------- ------------------------------------------------------------------------
5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED
PURSUANT TO ITEM 2(d) or 2(e)
[ ]
------- ------------------------------------------------------------------------
6 CITIZENSHIP OR PLACE OF ORGANIZATION
Nevada
--------------------------- ------ ---------------------------------------------
NUMBER OF 7 SOLE VOTING POWER -0-
SHARES ------ ---------------------------------------------
BENEFICIALLY 8 SHARED VOTING POWER 860,370
OWNED BY ------ ---------------------------------------------
EACH 9 SOLE DISPOSITIVE POWER -0-
REPORTING ------ ---------------------------------------------
PERSON WITH 10 SHARED DISPOSITIVE POWER 860,370
------- ------------------------------------------------------------------------
11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
860,370
------- ------------------------------------------------------------------------
12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES
CERTAIN SHARES **
[ ]
------- ------------------------------------------------------------------------
13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
9.58%
------- ------------------------------------------------------------------------
14 TYPE OF REPORTING PERSON **
CO
------- ------------------------------------------------------------------------
** See instructions before filling out!
<PAGE>
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CUSIP No. 910741107 SCHEDULE 13D Page 4 of 13 Pages
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------- ------------------------------------------------------------------------
1 NAME OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS
Gazit-Globe (82) Ltd.
------- ------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X]
(b) [ ]
------- ------------------------------------------------------------------------
3 SEC USE ONLY
------- ------------------------------------------------------------------------
4 SOURCE OF FUNDS **
WC
------- ------------------------------------------------------------------------
5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED
PURSUANT TO ITEM 2(d) or 2(e)
[ ]
------- ------------------------------------------------------------------------
6 CITIZENSHIP OR PLACE OF ORGANIZATION
Israel
---------------------------- ------ --------------------------------------------
NUMBER OF 7 SOLE VOTING POWER -0-
SHARES ------ --------------------------------------------
BENEFICIALLY 8 SHARED VOTING POWER 860,370
OWNED BY ------ --------------------------------------------
EACH 9 SOLE DISPOSITIVE POWER -0-
REPORTING ------ --------------------------------------------
PERSON WITH 10 SHARED DISPOSITIVE POWER 860,370
------- ------------------------------------------------------------------------
11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
860,370
------- ------------------------------------------------------------------------
12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES
CERTAIN SHARES ***
[ ]
------- ------------------------------------------------------------------------
13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
9.58%
------- ------------------------------------------------------------------------
14 TYPE OF REPORTING PERSON
CO
------- ------------------------------------------------------------------------
** See instructions before filling out!
<PAGE>
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CUSIP No. 910741107 SCHEDULE 13D Page 5 of 13 Pages
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This Statement constitutes Amendment No. 3 to the Schedule 13D (the
"Original Schedule 13D") filed with the Securities and Exchange Commission on
September 18, 2000 by Chaim Katzman, an individual, M.G.N. (USA), Inc., a Nevada
corporation and Gazit-Globe (82) Ltd., an Israeli corporation. Except as
specifically set forth herein, the Original Schedule 13D filed on September 18,
2000 remains unmodified. Capitalized terms, unless otherwise defined herein,
shall have the meaning ascribed in the Original Schedule 13D.
ITEM 1. SECURITY AND ISSUER.
Information regarding the Security and Issuer was provided in the
Original Schedule 13D.
ITEM 2. IDENTITY AND BACKGROUND.
Information regarding the Reporting Persons was provided in the
Original Schedule 13D.
Item 3. Source and Amount of Funds and Other Consideration.
Item 3 is amended by adding the following:
The net investment cost (including commissions, if any) of the Common
Stock beneficially owned by the Reporting Persons is $4,025,576.30.
ITEM 4. PURPOSE OF THE TRANSACTION.
Information regarding the purpose of the transaction was provided in
the Original Schedule 13D.
ITEM 5. INTEREST IN SECURITIES OF THE ISSUER.
Item 5 is amended by adding the following:
As of the close of business on January 3, 2001:
(i) M.G.N. (USA), Inc. owns beneficially 860,370 shares of
Common Stock, constituting approximately 9.58% of the shares outstanding.
(ii) Gazit-Globe (82) Ltd. owns directly no shares of Common
Stock. By reason of the provisions of Rule 13d-3 of the Securities Exchange Act
of 1934, as amended (the "Act"), Gazit-Globe (82) Ltd. may be deemed to own
beneficially the 860,370 shares of Common Stock beneficially owned by M.G.N.
(USA), Inc.
(iii) Chaim Katzman owns directly no shares of Common Stock.
By reason of the provisions of Rule 13d-3 of the Securities Exchange Act of
1934, as amended (the "Act"), Chaim Katzman may be deemed to own beneficially
the 860,370 shares of Common Stock beneficially owned by M.G.N. (USA), Inc.
(a) The trading dates, number of shares purchased and price per share
for all transactions in the Common Stock from the date of the Original Schedule
13D to January 3, 2001, by the Reporting Persons are set forth in Schedule A and
were all effected in the over-the- counter market.
ITEM 6. CONTRACTS, ARRANGEMENTS, UNDERSTANDINGS OR RELATIONSHIPS WITH RESPECT TO
SECURITIES OF THE ISSUER
Information regarding contracts, arrangements, understandings or
relationships with respect to securities of the issuer was provided in the
Original Schedule 13D.
ITEM 7. MATERIAL TO BE FILED AS EXHIBITS
None.
<PAGE>
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CUSIP No. 910741107 SCHEDULE 13D Page 6 of 13 Pages
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SIGNATURES
After reasonable inquiry and to the best knowledge and belief of the
undersigned, such person certifies that the information set forth in this
Statement with respect to such person is true, complete and correct.
IN WITNESS WHEREOF, the undersigned has executed this Amendment No. 3
to Schedule 13D as of the 3rd day of January 3, 2001.
M.G.N. (USA), INC., a Nevada corporation
By:
------------------------------------------
Chaim Katzman
Title: President
GAZIT-GLOBE (82) Ltd., an Israeli Corporation
By:
------------------------------------------
Chaim Katzman
Title: Director
CHAIM KATZMAN
---------------------------------------------
<PAGE>
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CUSIP No. 910741107 SCHEDULE 13D Page 7 of 13 Pages
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Schedule A
Transactions in the Common Stock
Date of Number of Shares Price Per share
Transaction Purchased (Sold) (including Commissions, if any)
----------- ---------------- -------------------------------
10/26/00 8000 5 7/16
10/27/00 1000 5 7/16
10/27/00 2000 5 7/16
10/27/00 4000 5 7/16
10/27/00 500 5 7/16
10/30/00 500 5 7/16
10/31/00 9000 5 7/16
11/1/00 1000 5 1/2
11/1/00 1000 5 1/2
11/1/00 500 5 1/2
11/1/00 2000 5 1/2
11/1/00 1500 5 1/2
11/1/00 500 5 1/2
11/1/00 2500 5 1/2
11/2/00 500 5 5/8
11/2/00 1200 5 5/8
11/2/00 1000 5 5/8
11/3/00 800 5 5/8
11/3/00 1600 5 5/8
11/3/00 600 5 5/8
11/3/00 1500 5 5/8
11/3/00 500 5 11/16
11/3/00 500 5 11/16
11/3/00 200 5 11/16
11/3/00 1000 5 11/16
11/3/00 1500 5 11/16
11/3/00 2200 5 11/16
<PAGE>
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CUSIP No. 910741107 SCHEDULE 13D Page 8 of 13 Pages
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Date of Number of Shares Price Per share
Transaction Purchased (Sold) (including Commissions, if any)
----------- ---------------- -------------------------------
11/3/00 4400 5 11/16
11/3/00 900 5 11/16
11/6/00 500 5 11/16
11/6/00 1400 5 11/16
11/7/00 100 5 11/16
11/7/00 700 5 11/16
11/7/00 1100 5 11/16
12/6/00 500 4 1/4
12/6/00 500 4 1/4
12/6/00 1200 4 1/4
12/8/00 600 4 1/4
12/11/00 500 4 1/4
12/11/00 400 4 5/16
12/11/00 500 4 5/16
12/11/00 200 4 5/16
12/11/00 1500 4 5/16
12/11/00 1000 4 5/16
12/11/00 900 4 5/16
12/12/00 4000 4 5/16
12/13/00 8500 4 5/16
12/13/00 500 4 5/16
12/13/00 2000 4 5/16
12/13/00 100 4 5/16
12/13/00 200 4 5/16
12/13/00 6000 4 5/16
12/14/00 300 4 5/16
12/14/00 700 4 5/16
12/14/00 2100 4 5/16
12/14/00 2000 4 5/16
<PAGE>
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CUSIP No. 910741107 SCHEDULE 13D Page 9 of 13 Pages
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Date of Number of Shares Price Per share
Transaction Purchased (Sold) (including Commissions, if any)
----------- ---------------- -------------------------------
12/14/00 3500 4 5/16
12/14/00 600 4 5/16
12/14/00 500 4 5/16
12/14/00 500 4 5/16
12/14/00 2000 4 5/16
12/15/00 1000 4 5/16
12/15/00 600 4 5/16
12/15/00 900 4 5/16
12/15/00 1300 4 5/16
12/15/00 1200 4 5/16
12/18/00 500 4 7/16
12/18/00 4000 4 7/16
12/18/00 2300 4 7/16
12/18/00 300 4 7/16
12/18/00 200 4 7/16
12/18/00 500 4 7/16
12/18/00 500 4 7/16
12/19/00 2000 4 7/16
12/19/00 4000 4 7/16
12/19/00 1000 4 7/16
12/19/00 1000 4 7/16
12/19/00 500 4 7/16
12/19/00 1000 4 7/16
12/19/00 300 4 7/16
12/20/00 4700 4 3/8
12/21/00 500 4 3/8
12/21/00 500 4 3/8
12/21/00 700 4 3/8
12/21/00 1000 4 3/8
12/21/00 1000 4 3/8
<PAGE>
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CUSIP No. 910741107 SCHEDULE 13D Page 10 of 13 Pages
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Date of Number of Shares Price Per share
Transaction Purchased (Sold) (including Commissions, if any)
----------- ---------------- -------------------------------
12/21/00 600 4 3/8
12/21/00 500 4 5/32
12/21/00 3700 4 5/32
12/22/00 1000 4 3/8
12/22/00 2000 4 3/8
12/22/00 3000 4 3/8
12/26/00 500 4 3/8
12/26/00 1500 4 3/8
12/26/00 2000 4 3/8
12/26/00 1500 4 3/8
12/26/00 1900 4 3/8
12/26/00 400 4 3/8
12/27/00 2200 4 3/8
12/27/00 1800 4 3/8
12/27/00 2200 4 3/8
12/29/00 2000 4 3/8
12/29/00 5000 4 3/8
12/29/00 700 4 5/16
12/29/00 800 4 5/16
12/29/00 600 4 5/16
12/29/00 900 4 5/16
12/29/00 3100 4 5/16
1/2/01 1000 4 5/16
1/2/01 300 4 5/16
1/2/01 700 4 5/16
1/3/01 500 4 5/16
1/3/01 4000 4 3/8
1/3/01 600 4 3/8
1/3/01 4400 4 3/8
<PAGE>
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CUSIP No. 910741107 SCHEDULE 13D Page 11 of 13 Pages
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Date of Number of Shares Price Per share
Transaction Purchased (Sold) (including Commissions, if any)
----------- ---------------- -------------------------------
1/3/01 1900 4 5/16
1/3/01 600 4 5/16
1/3/01 3050 4 5/16
1/3/01 2100 4 5/16
1/3/01 500 4 3/8
1/3/01 500 4 3/8
1/3/01 500 4 3/8
1/3/01 500 4 3/8
1/3/01 500 4 3/8
1/3/01 100 4 3/8
1/3/01 500 4 3/8
1/3/01 500 4 3/8
1/3/01 1000 4 3/8
1/3/01 1100 4 3/8
1/3/01 500 4 3/8
1/3/01 500 4 3/8
1/3/01 500 4 3/8
1/3/01 800 4 3/8
1/3/01 100 4 5/16
1/3/01 500 4 5/16
1/3/01 900 4 5/16
1/4/01 1750 4 5/16
1/4/01 1000 4 1/4
1/4/01 2000 4 5/16
1/4/01 5000 4 5/16
1/4/01 2000 4 5/16
1/4/01 600 4 1/4
1/4/01 600 4 1/4
1/4/01 3400 4 1/4
1/4/01 6500 4 1/4
<PAGE>
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CUSIP No. 910741107 SCHEDULE 13D Page 12 of 13 Pages
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Date of Number of Shares Price Per share
Transaction Purchased (Sold) (including Commissions, if any)
----------- ---------------- -------------------------------
1/4/01 2000 4 1/4
1/4/01 500 4 1/4
1/4/01 500 4 1/4
1/4/01 4000 4 1/4
1/4/01 1900 4 1/4
1/4/01 2600 4 1/4
1/4/01 800 4 3/16
<PAGE>
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CUSIP No. 910741107 SCHEDULE 13D Page 13 of 13 Pages
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STATEMENT OF JOINT SCHEDULE 13D FILINGS
Pursuant to Rule 13d-1(k)(1), the undersigned hereby consent to the
joint filing of a single statement on their behalf.
January 3, 2001
M.G.N. (USA), INC., a Nevada corporation
By:
------------------------------------------
Chaim Katzman
Title: President
GAZIT-GLOBE (82) Ltd., an Israeli Corporation
By:
------------------------------------------
Chaim Katzman
Title: Director
CHAIM KATZMAN
---------------------------------------------
