SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Schedule 13G
(Rule 13d-102)
INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1 (b) (c),
AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2 (b)
(Amendment No._______)*
Actuate Software Corporation
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(Name of Issuer)
Common Stock
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(Title of Class of Securities)
00508B102
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(CUSIP Number)
December 31, 1998
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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-(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).
(Continued on following pages)
Page 1 of 13 Pages
Exhibit Index Contained on Page 12
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CUSIP NO. 00508B102 13 G Page 2 of 13 Pages
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1 NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
Mohr, Davidow Ventures III, A California Limited Partnership ("MDV III")
Tax ID Number: 94-3150283
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2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) [ ] (b) [X]
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3 SEC USE ONLY
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4 CITIZENSHIP OR PLACE OF ORGANIZATION
California
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NUMBER OF 5 SOLE VOTING POWER
SHARES 1,449,779 shares except that WLPJ Partners, the general partner of MDV
BENEFICIALLY III, and Mohr, Davidow, Feiber and Schoendorf, the general partners of
OWNED BY EACH REPORTING WLPJ Partners, may be deemed to have shared power to vote these shares.
PERSON -------- ------------------------------------------------------------------------
WITH 6 SHARED VOTING POWER
See response to row 5.
-------- ------------------------------------------------------------------------
7 SOLE DISPOSITIVE POWER
1,449,779 shares except that WLPJ Partners, the general partner of MDV
III, and Mohr, Davidow, Feiber and Schoendorf, the general partners of
WLPJ Partners, may be deemed to
have shared power to dispose of
these shares.
-------- ------------------------------------------------------------------------
8 SHARED DISPOSITIVE POWER See
response to row 7.
- ------------------------------------ -------- ------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH
REPORTING PERSON 1,449,779
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10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9)
EXCLUDES CERTAIN SHARES* [ ]
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11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
10.5%
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12 TYPE OF REPORTING PERSON*
PN
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<FN>
*SEE INSTRUCTIONS BEFORE FILLING OUT!
</FN>
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CUSIP NO. 00508B102 13 G Page 3 of 13 Pages
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1 NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
WLPJ Partners, A California Limited Partnership ("WLPJ")
Tax ID Number: 94-3150282
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2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) [ ] (b) [X]
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3 SEC USE ONLY
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4 CITIZENSHIP OR PLACE OF ORGANIZATION
California
- ------------------------------------ -------- ------------------------------------------------------------------------
NUMBER OF 5 SOLE VOTING POWER
SHARES 0 shares
BENEFICIALLY -------- ------------------------------------------------------------------------
OWNED BY EACH REPORTING 6 SHARED VOTING POWER
PERSON 1,449,779 shares of which all are directly owned by MDV III. WLPJ is
WITH the general partner of MDV III and
may be deemed to have shared power
to vote these shares.
-------- ------------------------------------------------------------------------
7 SOLE DISPOSITIVE POWER
0 shares
-------- ------------------------------------------------------------------------
8 SHARED DISPOSITIVE POWER
1,449,779 shares of which all are directly owned by MDV III. WLPJ is
the general partner of MDV III and
may be deemed to have shared power
to dispose of these shares.
- ------------------------------------ -------- ------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH
REPORTING PERSON 1,449,779
- ------------ ---------------------------------------------------------------------------------------------------------
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9)
EXCLUDES CERTAIN SHARES* [ ]
- ------------ ---------------------------------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
10.5%
- ------------ ---------------------------------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
PN
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<FN>
*SEE INSTRUCTIONS BEFORE FILLING OUT!
</FN>
</TABLE>
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CUSIP NO. 00508B102 13 G Page 4 of 13 Pages
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1 NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
Lawrence G. Mohr, Jr. ("Mohr")
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2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) [ ] (b) [X]
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3 SEC USE ONLY
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4 CITIZENSHIP OR PLACE OF ORGANIZATION
U.S. Citizen
- ------------------------------------ -------- ------------------------------------------------------------------------
NUMBER OF 5 SOLE VOTING POWER
SHARES 0 shares.
BENEFICIALLY -------- ------------------------------------------------------------------------
OWNED BY EACH REPORTING 6 SHARED VOTING POWER
PERSON 1,449,779 shares of which all are
WITH directly owned by MDV III. Mohr is
a general partner of WLPJ, the
general partner of MDV III, and
may be deemed to have shared power
to vote these shares.
-------- ------------------------------------------------------------------------
7 SOLE DISPOSITIVE POWER
0 shares.
-------- ------------------------------------------------------------------------
8 SHARED DISPOSITIVE POWER
1,449,779 shares of which all are
directly owned by MDV III. Mohr is
a general partner of WLPJ, the
general partner of MDV III, and
may be deemed to have shared power
to dispose of these shares.
- ------------------------------------ -------- ------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH
REPORTING PERSON 1,449,779
- ------------ ---------------------------------------------------------------------------------------------------------
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9)
EXCLUDES CERTAIN SHARES* [ ]
- ------------ ---------------------------------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
10.5%
- ------------ ---------------------------------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
IN
- ------------ ---------------------------------------------------------------------------------------------------------
<FN>
*SEE INSTRUCTIONS BEFORE FILLING OUT!
</FN>
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CUSIP NO. 00508B102 13 G Page 5 of 13 Pages
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1 NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
William H. Davidow ("Davidow")
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2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) [ ] (b) [X]
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3 SEC USE ONLY
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4 CITIZENSHIP OR PLACE OF ORGANIZATION
U.S. Citizen
- ------------------------------------ -------- ------------------------------------------------------------------------
NUMBER OF 5 SOLE VOTING POWER
SHARES 4,000 shares.
BENEFICIALLY -------- ------------------------------------------------------------------------
OWNED BY EACH REPORTING 6 SHARED VOTING POWER
PERSON 1,449,779 shares of which all are
WITH directly owned by MDV III. Davidow
is a general partner of WLPJ, the
general partner of MDV III, and
may be deemed to have shared power
to vote these shares.
-------- ------------------------------------------------------------------------
7 SOLE DISPOSITIVE POWER
4,000 shares.
-------- ------------------------------------------------------------------------
8 SHARED DISPOSITIVE POWER
1,449,779 shares of which all are
directly owned by MDV III. Davidow
is a general partner of WLPJ, the
general partner of MDV III, and
may be deemed to have shared power
to dispose of these shares.
- ------------ ---------------------------------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH
REPORTING PERSON 1,453,779
- ------------ ---------------------------------------------------------------------------------------------------------
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9)
EXCLUDES CERTAIN SHARES* [ ]
- ------------ ---------------------------------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
10.6%
- ------------ ---------------------------------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
IN
- ------------ ---------------------------------------------------------------------------------------------------------
<FN>
*SEE INSTRUCTIONS BEFORE FILLING OUT!
</FN>
</TABLE>
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CUSIP NO. 00508B102 13 G Page 6 of 13 Pages
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1 NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
Jonathan D. Feiber ("Feiber")
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2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) [ ] (b) [X]
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3 SEC USE ONLY
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4 CITIZENSHIP OR PLACE OF ORGANIZATION
U.S. Citizen
- ------------------------------------ -------- ------------------------------------------------------------------------
NUMBER OF 5 SOLE VOTING POWER
SHARES 0 shares.
BENEFICIALLY -------- ------------------------------------------------------------------------
OWNED BY EACH REPORTING 6 SHARED VOTING POWER
PERSON 1,453,779 shares, of which
WITH 1,449,779 are directly owned by
MDV III and 4,000 are held by
Jonathan D. Feiber and Heather
Buhr as Trustees of the
Feiber-Buhr Family Trust u/d/t
dated October 27, 1995. Feiber is
a general partner of WLPJ, the
general partner of MDV III, and
may be deemed to have shared power
to vote these shares.
-------- ------------------------------------------------------------------------
7 SOLE DISPOSITIVE POWER
0 shares.
-------- ------------------------------------------------------------------------
8 SHARED DISPOSITIVE POWER
1,453,779 shares, of which
1,449,779 are directly owned by
MDV III and 4,000 are held by
Jonathan D. Feiber and Heather
Buhr as Trustees of the
Feiber-Buhr Family Trust u/d/t
dated October 27, 1995. Feiber is
a general partner of WLPJ, the
general partner of MDV III, and
may be deemed to have shared power
to dispose of these shares.
- ------------------------------------ -------- ------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH
REPORTING PERSON 1,453,779
- ------------ ---------------------------------------------------------------------------------------------------------
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9)
EXCLUDES CERTAIN SHARES* [ ]
- ------------ ---------------------------------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
10.6%
- ------------ ---------------------------------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
IN
- ------------ ---------------------------------------------------------------------------------------------------------
<FN>
*SEE INSTRUCTIONS BEFORE FILLING OUT!
</FN>
</TABLE>
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CUSIP NO. 00508B102 13 G Page 7 of 13 Pages
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1 NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
Nancy J. Schoendorf ("Schoendorf")
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2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) [ ] (b) [X]
- ------------ ---------------------------------------------------------------------------------------------------------
3 SEC USE ONLY
- ------------ ---------------------------------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
U.S. Citizen
- ------------------------------------ -------- ------------------------------------------------------------------------
NUMBER OF 5 SOLE VOTING POWER
SHARES 12,544 shares.
BENEFICIALLY -------- ------------------------------------------------------------------------
OWNED BY EACH REPORTING 6 SHARED VOTING POWER
PERSON 1,449,779 shares of which all are
WITH directly owned by MDV III.
Schoendorf is a general partner of
WLPJ, the general partner of MDV
III, and may be deemed to have
shared power to vote these shares.
-------- ------------------------------------------------------------------------
7 SOLE DISPOSITIVE POWER
12,544 shares.
-------- ------------------------------------------------------------------------
8 SHARED DISPOSITIVE POWER
1,449,779 shares of which all are
directly owned by MDV III.
Schoendorf is a general partner of
WLPJ, the general partner of MDV
III, and may be deemed to have
shared power to dispose of these
shares.
- ------------------------------------ -------- ------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH
REPORTING PERSON 1,462,323
- ------------ ---------------------------------------------------------------------------------------------------------
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9)
EXCLUDES CERTAIN SHARES* Does not include 8,200 shares held by
spouse of reporting person as to which reporting person has no
voting or dispositive power. [X]
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11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
10.6%
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12 TYPE OF REPORTING PERSON*
IN
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<FN>
*SEE INSTRUCTIONS BEFORE FILLING OUT!
</FN>
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Page 8 of 13 Pages
ITEM 1(a). NAME OF ISSUER:
Actuate Software Corporation
ITEM 1(b). ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES:
999 Baker Way, Suite 270
San Mateo, CA 94404
ITEM 2(a). NAME OF PERSON FILING:
This Statement is filed by Mohr, Davidow Ventures III, A
California Limited Partnership ("MDV III"), WLPJ Partners, A
California Limited Partnership ("WLPJ"), Lawrence G. Mohr, Jr.
("Mohr"), William H. Davidow ("Davidow"), Jonathan D. Feiber
("Feiber"), and Nancy J. Schoendorf ("Schoendorf"). The
foregoing entities and individuals are collectively referred
to as the "Reporting Persons."
WLPJ is the general partner of MDV III, and may be deemed to
have shared power to vote and shared power to dispose of
shares of the issuer directly owned by MDV III. Mohr, Davidow,
Feiber and Schoendorf are the general partners of WLPJ, and
may be deemed to have shared power to vote and shared power to
dispose of the shares of issuer directly owned by MDV III.
ITEM 2(b). ADDRESS OF PRINCIPAL BUSINESS OFFICE, OR, IF NONE, RESIDENCE:
The address of the principal business office for each of the
Reporting Persons is:
Mohr Davidow Ventures
2775 Sand Hill Road, Suite 240
Menlo Park, CA 94025
ITEM 2(c) CITIZENSHIP:
MDV III and WLPJ are California limited partnerships and Mohr,
Davidow, Feiber and Schoendorf are United States citizens.
ITEM 2(d). TITLE OF CLASS OF SECURITIES:
Common Stock
ITEM 2(e). CUSIP NUMBER:
CUSIP # 00508B102
ITEM 3. Not Applicable
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Page 9 of 13 Pages
ITEM 4. OWNERSHIP:
The following information with respect to the ownership of the
Common Stock of the issuer by the persons filing this
Statement is provided as of December 31, 1998:
(a) Amount beneficially owned:
See Row 9 of cover page for each Reporting Person.
(b) Percent of Class:
See Row 11 of cover page for each Reporting Person.
(c) Number of shares as to which such person has:
(i) Sole power to vote or to direct the vote:
See Row 5 of cover page for each Reporting
Person.
(ii) Shared power to vote or to direct the vote:
See Row 6 of cover page for each Reporting
Person.
(iii) Sole power to dispose or to direct the
disposition of:
See Row 7 of cover page for each Reporting
Person.
(iv) Shared power to dispose or to direct the
disposition of:
See Row 8 of cover page for each Reporting
Person.
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Page 10 of 13 Pages
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:
Under certain circumstances set forth in the
limited partnership agreements of MDV III and WLPJ, the
general and limited partners of each of such entities may be
deemed to have the right to receive dividends from, or the
proceeds from, the sale of shares of the issuer owned by each
such entity of which they are a partner.
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
ITEM 10. CERTIFICATION:
Not applicable
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Page 11 of 13 Pages
SIGNATURES
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: February 11, 1999
/s/ Lawrence G. Mohr, Jr.
- --------------------------------------------------
Lawrence G. Mohr, Jr., individually and on
behalf of MDV III in his capacity as a
general partner of WLPJ, the general partner of
MDV III, and on behalf of WLPJ in his capacity as
a general partner thereof.
/s/ William H. Davidow
- --------------------------------------------------
William H. Davidow
/s/ Jonathan D. Feiber
- --------------------------------------------------
Jonathan D. Feiber
/s/ Nancy J. Schoendorf
- --------------------------------------------------
Nancy J. Schoendorf
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Page 12 of 13 Pages
EXHIBIT INDEX
Found on
Sequentially
Exhibit Numbered Page
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Exhibit A: Agreement of Joint Filing 13
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Page 13 of 13 Pages
EXHIBIT A
Agreement of Joint Filing
The undersigned hereby agree that a single Schedule 13G (or
any amendment thereto) relating to the Common Stock of Actuate Software
Corporation shall be filed on behalf of each of the undersigned and that this
Agreement shall be filed as an exhibit to such Schedule 13G.
Date: February 11, 1999
/s/ Lawrence G. Mohr, Jr.
- --------------------------------------------------
Lawrence G. Mohr, Jr., individually and on
behalf of MDV III in his capacity as a
general partner of WLPJ, the general partner of
MDV III, and on behalf of WLPJ in his capacity as
a general partner thereof.
/s/ William H. Davidow
- --------------------------------------------------
William H. Davidow
/s/ Jonathan D. Feiber
- --------------------------------------------------
Jonathan D. Feiber
/s/ Nancy J. Schoendorf
- --------------------------------------------------
Nancy J. Schoendorf
