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SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
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SCHEDULE 13D/A
INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT
TO RULE 13D-1(A) AND AMENDMENTS THERETO FILED PURSUANT TO
RULE 13D-2
(AMENDMENT NO. 12)
STORAGE USA, INC.
(NAME OF ISSUER)
COMMON STOCK, $.01 PAR VALUE
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(Title of Class of Securities)
861907 10 3
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(CUSIP Number)
LAURA L. HAMILTON
SECURITY CAPITAL U.S. REALTY
25B, BOULEVARD ROYAL
L-2449 LUXEMBOURG
(352) 46 37 562
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(Name, Address and Telephone Number of Person
Authorized to Receive Notices and Communications)
NOVEMBER 6, 2000
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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-1(e), 13d-1(f) or 13d-1(g), check the following
box: [ ].
(Continued on following pages)
(Page 1 of 9 Pages)
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<PAGE>
SCHEDULE 13D
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CUSIP No. 861907 10 3 Page 2 of 9
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1. NAMES OF REPORTING PERSONS
Security Capital U.S. Realty
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
(a) [ ]
(b) [ ]
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3. SEC USE ONLY
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4. SOURCE OF FUNDS
BK, 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
Luxembourg
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Number of 7. SOLE VOTING POWER
Shares 11,765,654
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Beneficially 8. SHARED VOTING POWER
Owned By -0-
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Each 9. SOLE DISPOSITIVE POWER
Reporting 11,765,654
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Person With 10. SHARED DISPOSITIVE POWER
-0-
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11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
11,765,654
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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)
43.5%
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14. TYPE OF REPORTING PERSON REPORTING
CO
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<PAGE>
SCHEDULE 13D
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CUSIP No. 861907 10 3 Page 3 of 9
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1. NAMES OF REPORTING PERSONS
Security Capital Holdings S.A.
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
(a) [ ]
(b) [ ]
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3. SEC USE ONLY
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4. SOURCE OF FUNDS
BK, 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
Luxembourg
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Number of 7. SOLE VOTING POWER
Shares 11,765,654
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Beneficially 8. SHARED VOTING POWER
Owned By -0-
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Each 9. SOLE DISPOSITIVE POWER
Reporting 11,765,654
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Person With 10. SHARED DISPOSITIVE POWER
-0-
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11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
11,765,654
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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)
43.5%
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14. TYPE OF REPORTING PERSON
CO
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<PAGE>
This Amendment No. 12 is filed by Security Capital U.S. Realty
("SC-U.S. Realty"), a corporation organized and existing under the laws of
Luxembourg, and by Security Capital Holdings S.A. ("Holdings"), a corporation
organized and existing under the laws of Luxembourg and a wholly owned
subsidiary of SC-U.S. Realty (together with SC-U.S. Realty, "U.S. Realty"), and
amends the Schedule 13D originally filed on March 8, 1996 (as previously
amended, the "Schedule 13D"). This Amendment No. 12 relates to shares of common
stock, par value $0.01 per share ("Common Stock"), of Storage USA, Inc., a
Tennessee corporation ("Storage"). Capitalized terms used herein without
definition shall have the meanings ascribed thereto in the Schedule 13D.
This Amendment No. 12 is filed to report the acquisition of certain
shares of Common Stock by U.S. Realty since March 10, 1998 that were
inadvertently omitted in the shares reported as beneficially owned by U.S.
Realty in the Schedule 13D, as amended.
ITEM 1. SECURITY AND ISSUER
No material change.
ITEM 2. IDENTITY AND BACKGROUND
No material change.
ITEM 3. SOURCE AND AMOUNT OF FUNDS OR OTHER CONSIDERATION
No material change.
ITEM 4. PURPOSE OF TRANSACTION
No material change except as set forth in Item 5 below.
ITEM 5. INTEREST IN SECURITIES OF THE ISSUER
A schedule identifying all stock market transactions involving
shares of Common Stock effected by U.S. Realty since March 10, 1998 is included
as Annex A hereto and is hereby incorporated by reference herein.
As of the date of this Amendment, Holdings beneficially owns
11,765,654 shares of Common Stock, consisting of 10,387,354 shares owned
directly by Holdings and 1,378,300 shares owned by Storage Portfolio S.a.r.l., a
wholly owned subsidiary of Holdings; and SC-U.S. Realty, through its ownership
of Holdings and indirect ownership of Storage Portfolio S.a.r.l., beneficially
owns 11,765,654 shares of Common Stock.
To the best knowledge and belief of SC-U.S. Realty and Holdings, no
transactions involving Common Stock have been effected during the past 60 days
by either of them or by their respective directors, executive officers or
controlling persons.
4 of 9 pages
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ITEM 6. CONTRACTS, ARRANGEMENTS, UNDERSTANDING OR RELATIONSHIPS WITH RESPECT
TO SECURITIES OF THE ISSUER
No material change.
ITEM 7. MATERIAL TO BE FILED AS EXHIBITS
No additional exhibits are being filed with this Amendment No. 12.
5 of 9 Pages
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SIGNATURE
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.
SECURITY CAPITAL U.S. REALTY
By: /s/ Laura L. Hamilton
Name: Laura L. Hamilton
Title: Vice President
SECURITY CAPITAL HOLDINGS S.A.
By: /s/ Laura L. Hamilton
Name: Laura L. Hamilton
Title: Vice President
November 6, 2000
6 of 9 Pages
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EXHIBIT INDEX
Exhibit Description
1* Name, Business Address, and Present Principal Occupation
of Each Executive Officer and Director of Security
Capital U.S. Realty and of Security Capital Holdings S.A.
2* Stock Purchase Agreement, dated as of March 1, 1996, by
and among Storage USA, Inc., Security Capital U.S. Realty
and Security Capital Holdings S.A.
2.1* Strategic Alliance Agreement, dated March 19, 1996, by
and among Storage USA, Inc., SUSA Partnership, L.P.,
Security Capital Holdings S.A. and Security Capital U.S.
Realty.
2.2* Registration Rights Agreement, dated March 19, 1996, by
and among Storage USA, Inc., Security Capital Holdings
S.A. and Security Capital U.S. Realty.
3* Joint filing agreement pursuant to 13d-1(f)(1).
4* Facility Agreement, dated June 12, 1996, by and among
Security Capital U.S. Realty, Security Capital Holdings
S.A., Commerzbank Aktiengesellschaft, as arranger and
collateral agent, Commerzbank International S.A., as
administrative agent and the financial institutions
listed in Schedule 1 thereto (incorporated by reference
to Exhibit 4 of the Schedule 13D, dated June 21, 1996,
filed jointly by Security Capital U.S. Realty and
Security Capital Holdings S.A. with respect to the common
stock of Regency Realty Corporation).
5* Amendment to Paragraph 12 of the charter of Storage USA,
Inc. (incorporated by reference to Appendix D to the
proxy statement relating to the June 5, 1996 meeting of
shareholders of Storage USA, Inc., dated April 26, 1996
and filed with the Securities and Exchange Commission on
April 29, 1996).
6* Amendment No. 1 to the Stock Purchase Agreement, dated as
of July 1, 1996, by and among Storage USA, Inc., Security
Capital Holdings S.A. and Security Capital U.S. Realty.
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* Previously filed.
7 of 9 Pages
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7* Subscription Agreement, dated as of March 27, 1997, by
and among Storage USA, Inc., Security Capital U.S. Realty
and Security Capital Holdings S.A.
8* Second Amendment to Strategic Alliance Agreement, dated
as of November 20, 1997, by and among Storage USA, Inc.,
SUSA Partnership, L.P., Security Capital U.S. Realty and
Security Capital Holdings S.A.
9* Amendment No. 1 to Strategic Alliance Agreement, dated as
of June 14, 1996, by and among Storage USA, Inc., SUSA
Partnership, L.P., Storage USA Trust, Security Capital
U.S. Realty and Security Capital Holdings S.A.
(incorporated by reference to Exhibit 10.2 to Amendment
No. 1 to the Registration Statement on Form S-3 of
Storage USA, Inc. (File No. 333-4556) filed August 27,
1996).
10* Transaction Agreement, dated as of September 26, 2000, among
Security Capital Group Incorporated, SC Realty Incorporated
and Security Capital U.S Realty (incorporated by reference
to Exhibit 10.1 to the Current Report on Form 8-K filed by
Security Capital Group Incorporated on September 26, 2000).
11* Letter Agreement, dated July 7, 2000, between Security
Capital Group Incorporated and Storage USA, Inc.
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* Previously filed.
8 of 9 Pages
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Annex A
Stock Market Transactions in the Common Stock
by the Reporting Persons
All of the transactions described below were effected in stock market
transactions. The average price per share for such transactions includes
commissions (if any).
NUMBER OF AVERAGE PRICE
DATE OF TRANSACTION SHARES PURCHASED PER SHARE
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3/11/98 8,000 $39.27
3/17/98 120,700 $39.27
9/11/98 20,000 $30.06
9/14/98 125,000 $30.06
9 of 9 Pages
