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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
SCHEDULE 13D
UNDER THE SECURITIES EXCHANGE ACT OF 1934
Charles E. Smith Residential Realty L.P.
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(Name of Issuer)
Class A Units of Limited Partnership Interest
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(Title of Class of Securities)
N/A
(CUSIP Number)
ERNEST A. GERARDI, JR., 2345 CRYSTAL DRIVE, ARLINGTON, VA 22202, (703) 920-8500
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(Name, Address and Telephone Number of Person Authorized to Receive Notices and
Communications)
JUNE 30, 1994
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(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-l(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(b) for other
parties to whom copies are to be sent.
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 page)
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SCHEDULE 13D
<TABLE>
<CAPTION>
CUSIP No. N/A
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<S> <C> <C>
1 NAME OF REPORTING PERSON
S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
Robert H. Smith
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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) / /
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6 CITIZENSHIP OR PLACE OF ORGANIZATION
USA
- -------------------------------- -------- --------------------------------------------------------------------------
NUMBER OF 7 SOLE VOTING POWER
SHARES
BENEFICIALLY 90,733
OWNED BY
EACH
REPORTING
PERSON WITH
-------- --------------------------------------------------------------------------
8 SHARED VOTING POWER
2,597,978
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9 SOLE DISPOSITIVE POWER
90,733
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10 SHARED DISPOSITIVE POWER
2,597,978
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11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
2,688,711
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12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES /_/
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13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
8.5%
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14 TYPE OF REPORTING PERSON
IN
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</TABLE>
2
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SCHEDULE 13D
<TABLE>
<CAPTION>
CUSIP No. N/A
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<S> <C> <C>
1 NAME OF REPORTING PERSON
S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
Robert P. Kogod
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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) / /
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6 CITIZENSHIP OR PLACE OF ORGANIZATION
USA
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NUMBER OF 7 SOLE VOTING POWER
SHARES
BENEFICIALLY 57,464
OWNED BY
EACH
REPORTING
PERSON WITH
-------- --------------------------------------------------------------------------
8 SHARED VOTING POWER
2,589,749
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9 SOLE DISPOSITIVE POWER
57,464
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10 SHARED DISPOSITIVE POWER
2,589,749
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11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
2,647,213
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12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES /_/
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13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
8.4%
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14 TYPE OF REPORTING PERSON
IN
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</TABLE>
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Item 1. SECURITY AND ISSUER
This Statement on Schedule 13D (this "Statement") relates to Class A
common units of limited partnership interest ("Units") of Charles E. Smith
Residential Realty L.P., a Delaware limited partnership (the "Issuer"). The
principal executive offices of the Issuer are located at 2345 Crystal Drive,
Arlington, Virginia 22202.
Item 2. IDENTITY AND BACKGROUND
This Statement is being filed by Robert H. Smith and Robert P. Kogod
(together, the "Reporting Persons"). The business address of each of the
Reporting Persons is 2345 Crystal Drive, Arlington, Virginia 22202.
Set forth in Appendix I of this Statement and incorporated herein by
reference is a list containing the name, business name and address and present
principal occupation of each of the Reporting Persons. None of the Reporting
Persons have, during the past five years, been convicted in a criminal
proceeding (excluding traffic violations or similar misdemeanors) or been a
party to a civil proceeding of a judicial or administrative body of competent
jurisdiction and as a result of such proceeding were or are subject to a
judgment, decree or final order enjoining future violations of, or prohibiting
or mandating activities subject to, federal or state securities laws or finding
any violation with respect to such laws. Each of the Reporting Persons is
a citizen of the United States.
Item 3. SOURCE AND AMOUNT OF FUNDS OR OTHER CONSIDERATION
The Issuer was formed to acquire, in exchange for Units and other
consideration, direct and indirect interests in various real estate assets and
related businesses (the "Acquired Assets") from the Charles E. Smith Companies
and certain of its affiliates. The acquisition of the Acquired Assets and the
issuance of Units in exchange for such assets were consummated simultaneously
with the initial public offering ("IPO") of Charles E. Smith Residential
Realty, Inc., the general partner of the Issuer (the "General Partner").
In connection with the IPO of the General Partner and the formation of
the Issuer, the Reporting Persons received, directly or through affiliated
companies, an aggregate of 2,996,182 Units in exchange for contribution to
the Issuer of certain of their assets. These Units became eligible for
redemption by the holder into shares of common stock, par value of $.01 per
share (the "Common Stock") of the General Partner, on July 1, 1995. After
this initial contribution of assets to the Issuer, the Reporting Persons
received an additional 65,237 Units from the Issuer on February 20, 1997
pursuant to two similar asset contribution transactions. These Units became
eligible for redemption into shares of Common Stock beginning February 20,
1998. As of January 12, 1999, the Reporting Persons beneficially owned an
aggregate of 2,778,900 Units, which are all eligible for redemption by the
holder into Common Stock or cash at the option of the General Partner.
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Item 4. PURPOSE OF TRANSACTION
As described in Item 3 above, the Reporting Persons acquired Units in
exchange for contribution of certain of their assets to the Issuer. Except for a
property acquisition transaction approved by the Reporting Person's Board of
Directors (but not yet consummated) in which the Reporting Persons may receive
Units, the Reporting Persons do not presently intend to contribute additional
assets to the Issuer in exchange for Units but such transactions may
occur in the future.
The Reporting Persons have no present plans or proposals that relate to
or would result in an extraordinary corporate transaction involving the Issuer
or any of its subsidiaries, a sale or transfer of any of the Issuer's assets, a
change in the present general partner or management of the Issuer, a change in
the present capitalization or dividend policy of the Issuer, or any other
material change in the Issuer's business or corporate structure, changes in the
Issuer's Partnership Agreement or with respect to the delisting or
deregistration of any of the Issuer's securities.
Item 5. INTEREST IN SECURITIES OF THE ISSUER
(a) The Reporting Persons beneficially own an aggregate of 2,778,900
Units, which represent approximately 8.8% of the outstanding Units as of January
12, 1999. Information regarding the number and percentage of Units of the Issuer
beneficially owned by each of the Reporting Persons is set forth in Appendix I
(including Charles E. Smith Management, Inc. the record owner of 1,877,857
Units).
(b) Information regarding the sole and shared voting and sole and shared
dispositive power relating to Units beneficially owned by each of the Reporting
Persons is set forth in Appendix I.
(c) Neither of the Reporting Persons has effected any transactions in
Units of the Issuer during the past sixty days.
(d) No person other than each of the Reporting Persons has the right,
either directly or through wholly owned subsidiaries, to receive or the power to
direct the receipt of distributions from or the proceeds from the sale of the
Units beneficially owned by such person.
(e) N/A
Item 6. CONTRACTS, ARRANGEMENTS, UNDERSTANDINGS OR RELATIONSHIPS WITH
RESPECT TO SECURITIES OF THE ISSUER
The Reporting Persons are not currently parties to any contracts,
arrangements, understandings or relationships (legal or otherwise) among
themselves or with any other person with respect to any securities of the
Issuer.
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Item 7. MATERIAL TO BE FILED AS EXHIBITS
None
6
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SIGNATURES
After reasonable inquiry and to the best of the undersigned's knowledge
and belief, the undersigned certifies that the information set forth in this
Statement is true, complete and correct.
January 28, 1999
By: /s/Robert H. Smith
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Name: Robert H. Smith
By: /s/Robert P. Kogod
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Name: Robert P. Kogod
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APPENDIX I
<TABLE>
<CAPTION>
- ---------------------------- ---------------------------------------------- ----------------------------
<S> <C> <C>
Name of Reporting Person Number of Units of Issuer
and Business or Owned by Reporting Persons
Residential Address (1)
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Principal Occupation or Employment Sole Shared Voting
Voting & & Dispositive
Dispositive Power (2)
Power
- ---------------------------- ---------------------------------------------- ------------ ---------------
Robert H. Smith Co-Chief Executive and Co-Chairman of the 90,733 2,597,978
Board of General Partner of Issuer
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Robert P. Kogod Co-Chief Executive and Co-Chairman of the 57,464 2,589,749
Board of General Partner of Issuer
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</TABLE>
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(1) The business address of each person listed is 2345 Crystal Drive, Arlington,
Virginia 22202.
(2) Includes, where applicable, Units held by the listed person's spouse and/or
by corporations controlled by such person (including Charles E. Smith
Management, Inc., the record owner of 1,877,857 Units).
