UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
Under the Securities Exchange Act of 1934
(Amendment No. 18)
Winn-Dixie Stores, Inc.
-------------------------------------------------------------------------------
(Name of Issuer)
Common Stock
-------------------------------------------------------------------------------
(Title of Class of Securities)
974280 10 9
------------------------------------------------------------------------------
(CUSIP Number)
December 31, 2005
-------------------------------------------------------------------------------
(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
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 page(s))
Page 1 of 35 Pages
CUSIP No. 974280 10 9
------------------------------------------------------------------------------
1 NAME OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
D.D.I., Inc.
-------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(SEE INSTRUCTIONS)
(a) [X]
(b) [_]
-------------------------------------------------------------------------------
3 SEC USE ONLY
-------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Florida - United States
-------------------------------------------------------------------------------
5 SOLE VOTING POWER
40,787,332
-------------------------------------------------------------------------------
Number of 6 SHARED VOTING POWER
Shares -0-
Beneficially ------------------------------------------------------------------
Owned By 7 SOLE DISPOSITIVE POWER
Each 40,787,332
Reporting ------------------------------------------------------------------
Person 8 SHARED DISPOSITIVE POWER
With -0-
-------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
40,787,332
-------------------------------------------------------------------------------
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN [_]
SHARES (SEE INSTRUCTIONS)
None Excluded
-------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
28.8%
-------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
CO
-------------------------------------------------------------------------------
Page 2 of 35 Pages
CUSIP No. 974280 10 9
Item 1(a). Name of Issuer:
---------- ---------------
Winn-Dixie Stores, Inc.
Item 1(b). Address of Issuer's Principal Executive Offices:
---------- ------------------------------------------------
5050 Edgewood Ct., Jacksonville, FL 32254-3699
Item 2(a). Name of Person Filing:
---------- ----------------------
D.D.I., Inc.
Item 2(b). Address of Principal Business Office or, if none, Residence:
---------- ------------------------------------------------------------
4310 Pablo Oaks Court, Jacksonville, FL 32224
Item 2(c). Citizenship:
---------- ------------
Florida - United States
Item 2(d). Title of Class of Securities:
---------- -----------------------------
Common Stock
Item 2(e). CUSIP Number:
---------- -------------
974280 10 9
-----------
Item 3. If this statement is filed pursuant to Rules 13d-1(b), or
------- ---------------------------------------------------------
13d-2(b) or (c), check whether the person filing is a:
------------------------------------------------------
N/A
Item 4. Ownership
------- ---------
The following ownership information is provided as
of December 31, 2005. The reporting person has the
right to acquire additional shares as such right
is defined in Rule 13d-3. Such shares are included
in this Item 4 and are disclosed in Note (A) to
Exhibit I hereto.
(a) Amount Beneficially Owned: 40,787,332
(b) Percent of Class: 28.8%
Page 3 of 35 Pages
CUSIP No. 974280 10 9
(c) Number of shares as to which such person has:
(i) sole power to vote or to direct the vote:
40,787,332
(ii) shared power to vote or to direct the vote:
-0-
(iii) sole power to dispose or to direct the disposition of:
40,787,332
(iv) shared power to dispose or to direct the disposition of:
-0-
Item 5. Ownership of Five Percent or Less of a Class.
------ --------------------------------------------
N/A
Item 6. Ownership of More than Five Percent on Behalf of Another Person.
------ ---------------------------------------------------------------
N/A
Item 7. Identification and Classification of the Subsidiary Which Acquired
------ ------------------------------------------------------------------
the Security Being Reported on By the Parent Holding Company.
------------------------------------------------------------
N/A
Item 8. Identification and Classification of Members of the Group.
----------------------------------------------------------
See Exhibit I for the identity of the group members filing
this schedule.
Item 9. Notice of Dissolution of Group.
------ ------------------------------
N/A
Item 10. Certification.
--------------
N/A
Page 4 of 35 Pages
CUSIP No. 974280 10 9
SIGNATURE
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.
February 7, 2006
Date
By: /s/ E. Ellis Zahra, Jr.
-----------------------
Signature
D.D.I., Inc.
E. Ellis Zahra, Jr., President
Name/Title
Page 5 of 35 Pages
CUSIP No. 974280 10 9
-------------------------------------------------------------------------------
1 NAME OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Davis Family Irrevocable Term Trust
-------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(SEE INSTRUCTIONS)
(a) [X]
(b) [_]
-------------------------------------------------------------------------------
3 SEC USE ONLY
-------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Florida - United States
-------------------------------------------------------------------------------
5 SOLE VOTING POWER
NUMBER OF 48,056,704
SHARES ----------------------------------------------------------------
BENEFICIALLY 6 SHARED VOTING POWER
OWNED BY -0-
EACH ----------------------------------------------------------------
REPORTING 7 SOLE DISPOSITIVE POWER
PERSON 48,056,704
WITH
----------------------------------------------------------------
8 SHARED DISPOSITIVE POWER
-0-
------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
48,056,704
------------------------------------------------------------------------------
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN [_]
SHARES (SEE INSTRUCTIONS)
None Excluded
------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
33.9%
------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
OO
------------------------------------------------------------------------------
Page 6 of 35 Pages
CUSIP No. 974280 10 9
Item 1(a). Name of Issuer:
---------- ---------------
Winn-Dixie Stores, Inc.
Item 1(b). Address of Issuer's Principal Executive Offices:
---------- ------------------------------------------------
5050 Edgewood Ct., Jacksonville, FL 32254-3699
Item 2(a). Name of Person Filing:
---------- ----------------------
Davis Family Irrevocable Term Trust
Item 2(b). Address of Principal Business Office or, if none,
---------- Residence:
---------------------------------------------------------
4310 Pablo Oaks Court, Jacksonville, FL 32224
Item 2(c). Citizenship:
---------- ------------
Florida - United States
Item 2(d). Title of Class of Securities:
---------- -----------------------------
Common Stock
Item 2(e). CUSIP Number:
---------- -------------
974280 10 9
-----------
Item 3. If this statement is filed pursuant to Rules
------- ---------------------------------------------------------
13d-1(b), or 13d-2(b) or (c), check whether the
---------------------------------------------------------
person filing is a:
N/A
Item 4. Ownership
------- ---------
The following ownership information is provided as of
December 31, 2005. The reporting person does not
have any current right to acquire additional shares
as such right is defined in Rule 13d-3.
(a) Amount Beneficially Owned: 48,056,704
(b) Percent of Class: 33.9%
Page 7 of 35 Pages
CUSIP No. 974280 10 9
(c) Number of shares as to which such person has:
(i) sole power to vote or to direct the vote:
48,056,704
(ii) shared power to vote or to direct the vote:
-0-
(iii) sole power to dispose or to direct the
disposition of:
48,056,704
(iv) shared power to dispose or to direct the
disposition of:
-0-
Item 5. Ownership of Five Percent or Less of a Class.
------ --------------------------------------------
N/A
Item 6. Ownership of More than Five Percent on Behalf of
------- ------------------------------------------------
Another Person.
----------------
N/A
Item 7. Identification and Classification of the Subsidiary
------ -----------------------------------------------------------
Which Acquired the Security Being Reported on By the
-----------------------------------------------------------
Parent Holding Company.
-----------------------------------------------------------
N/A
Item 8. Identification and Classification of Members of the Group.
------- ---------------------------------------------------------
See Exhibit I for the identity of the group members filing
this schedule.
Item 9. Notice of Dissolution of Group.
------ ------------------------------
N/A
Item 10. Certification.
-------- --------------
N/A
Page 8 of 35 Pages
CUSIP No. 974280 10 9
SIGNATURE
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.
February 7, 2006
Date
By: /s/ Scott A. Oko
-----------------------------
Signature
Davis Family Irrevocable Term Trust
Scott A. Oko, Trustee
Name/Title
Page 9 of 35 Pages
CUSIP No. 974280 10 9
-------------------------------------------------------------------------------
1 NAME OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Scott A. Oko
-------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)
(a) [X]
(b) [_]
-------------------------------------------------------------------------------
3 SEC USE ONLY
-------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Florida - United States
-------------------------------------------------------------------------------
NUMBER OF 5 SOLE VOTING POWER
SHARES 48,057,070
BENEFICIALLY ---------------------------------------------------------------
OWNED BY 6 SHARED VOTING POWER
EACH -0-
REPORTING ---------------------------------------------------------------
PERSON 7 SOLE DISPOSITIVE POWER
WITH 48,057,070
---------------------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
-0-
------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
48,057,070
------------------------------------------------------------------------------
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES [_]
CERTAIN SHARES (SEE INSTRUCTIONS)
None Excluded
------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
33.9%
-----------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
IN
-----------------------------------------------------------------------------
Page 10 of 35 Pages
CUSIP No. 974280 10 9
Item 1(a). Name of Issuer:
---------- ---------------
Winn-Dixie Stores, Inc.
Item 1(b). Address of Issuer's Principal Executive Offices:
---------- ------------------------------------------------
5050 Edgewood Ct., Jacksonville, FL 32254-3699
Item 2(a). Name of Person Filing:
---------- ----------------------
Scott A. Oko
Item 2(b). Address of Principal Business Office or, if none, Residence:
---------- ------------------------------------------------------------
4310 Pablo Oaks Court, Jacksonville, FL 32224
Item 2(c). Citizenship:
---------- ------------
Florida - United States
Item 2(d). Title of Class of Securities:
---------- -----------------------------
Common Stock
Item 2(e). CUSIP Number:
---------- -------------
974280 10 9
-----------
Item 3. If this statement is filed pursuant to Rules
------- -----------------------------------------------
13d-1(b), or 13d-2(b) or (c), check whether the
-----------------------------------------------
person filing is a:
-------------------
N/A
Item 4. Ownership
------- ---------
The following ownership information is provided as
of December 31, 2005. The reporting person does not
have any current right to acquire additional shares
as such right is defined in Rule 13d-3.
(a) Amount Beneficially Owned: 48,057,070
(b) Percent of Class: 33.9%
Page 11 of 35 Pages
CUSIP No. 974280 10 9
(c) Number of shares as to which such person has:
(i) sole power to vote or to direct the vote:
48,057,070
(ii) shared power to vote or to direct the vote:
-0-
(iii) sole power to dispose or to direct the
disposition of:
48,057,070
(iv) shared power to dispose or to direct the
disposition of:
-0-
Item 5. Ownership of Five Percent or Less of a Class.
------ --------------------------------------------
N/A
Item 6. Ownership of More than Five Percent on Behalf of
------ --------------------------------------------------
Another Person.
---------------
N/A
Item 7. Identification and Classification of the Subsidiary Which
------ ------------------------------------------------------------
Acquired the Security Being Reported on By the Parent
------------------------------------------------------------
Holding Company.
----------------
N/A
Item 8. Identification and Classification of Members of
---- --------------------------------------------------
the Group.
----------
See Exhibit I for the identity of the group members
filing this schedule.
Item 9. Notice of Dissolution of Group.
------ ------------------------------
N/A
Item 10. Certification.
-------- --------------
N/A
Page 12 of 35 Pages
CUSIP No. 974280 10 9
SIGNATURE
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.
February 7, 2006
Date
/s/ Scott A. Oko
----------------
Signature
Scott A. Oko
Name/Title
Page 13 of 35 Pages
CUSIP No. 974280 10 9
-------------------------------------------------------------------------------
1 NAME OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
T. Wayne Davis
-------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)
(a) [X]
(b) [_]
-------------------------------------------------------------------------------
3 SEC USE ONLY
-------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Florida - United States
-------------------------------------------------------------------------------
5 SOLE VOTING POWER
NUMBER OF 233,731
SHARE -----------------------------------------------------------------
BENEFICIALLY 6 SHARED VOTING POWER
OWNED BY 40,811,332
EACH -----------------------------------------------------------------
REPORTING 7 SOLE DISPOSITIVE POWER
PERSON 233,731
WITH -----------------------------------------------------------------
8 SHARED DISPOSITIVE POWER
40,811,332
-------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
41,045,063
-------------------------------------------------------------------------------
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN [_]
SHARES (SEE INSTRUCTIONS)
None Excluded
-------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
29.0%
-------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
IN
-------------------------------------------------------------------------------
Page 14 of 35 Pages
CUSIP No. 974280 10 9
Item 1(a). Name of Issuer:
---------- ---------------
Winn-Dixie Stores, Inc.
Item 1(b). Address of Issuer's Principal Executive Offices:
---------- ------------------------------------------------
5050 Edgewood Ct., Jacksonville, FL 32254-3699
Item 2(a). Name of Person Filing:
---------- ----------------------
T. Wayne Davis
Item 2(b). Address of Principal Business Office or, if none, Residence:
---------- ------------------------------------------------------------
1910 San Marco Blvd., Jacksonville, FL 32207
Item 2(c). Citizenship:
---------- ------------
Florida - United States
Item 2(d). Title of Class of Securities:
---------- -----------------------------
Common Stock
Item 2(e). CUSIP Number:
---------- -------------
974280 10 9
-----------
Item 3. If this statement is filed pursuant to Rules
------ -----------------------------------------------
13d-1(b), or 13d-2(b) or (c), check whether the
-----------------------------------------------
person filing is a:
-------------------
N/A
Item 4. Ownership
------- ---------
The following ownership information is provided as
of December 31, 2005. The reporting person has the
right to acquire additional shares as such right
is defined in Rule 13d-3. Such shares are included
in this Item 4 and are disclosed in Note (A) to
Exhibit I hereto.
(a) Amount Beneficially Owned: 41,045,063
(b) Percent of Class: 29.0%
Page 15 of 35 Pages
CUSIP No. 974280 10 9
(c) Number of shares as to which such person has:
(i) sole power to vote or to direct the vote:
233,731
(ii) shared power to vote or to direct the vote:
40,811,332
(iii) sole power to dispose or to direct the disposition of:
233,731
(iv) shared power to dispose or to direct the disposition of:
40,811,332
Item 5. Ownership of Five Percent or Less of a Class.
------ --------------------------------------------
N/A
Item 6. Ownership of More than Five Percent on Behalf of Another Person.
------ ---------------------------------------------------------------
N/A
Item 7. Identification and Classification of the Subsidiary Which Acquired
------ ------------------------------------------------------------------
the Security Being Reported on By the Parent Holding Company..
------------------------------------------------------------
N/A
Item 8. Identification and Classification of Members of
------- -----------------------------------------------
the Group.
----------
See Exhibit I for the identity of the group members filing
this schedule.
Item 9. Notice of Dissolution of Group.
------ ------------------------------
N/A
Item 10. Certification.
-------- --------------
N/A
Page 16 of 35 Pages
CUSIP No. 974280 10 9
SIGNATURE
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.
February 7, 2006
Date
By: /s/ E. Ellis Zahra, Jr.
---------------------------
Signature
T. Wayne Davis, Director
By: E. Ellis Zahra, Jr., Attorney-in-Fact
Name/Title
Page 17 of 35 Pages
CUSIP No. 974280 10 9
-------------------------------------------------------------------------------
1 NAME OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) A. Dano
Davis
-------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)
(a) [X]
(b) [_]
-------------------------------------------------------------------------------
3 SEC USE ONLY
-------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Florida - United States
-------------------------------------------------------------------------------
5 SOLE VOTING POWER
4,978,816
NUMBER OF -----------------------------------------------------------------
SHARES 6 SHARED VOTING POWER
BENEFICIALLY 42,804,363
OWNED BY -----------------------------------------------------------------
EACH 7 SOLE DISPOSITIVE POWER
REPORTING 4,978,816
PERSON -----------------------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
42,804,363
-------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
47,783,179
-------------------------------------------------------------------------------
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES [_]
CERTAIN SHARES (SEE INSTRUCTIONS)
None Excluded
-------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
33.7%
-------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
IN
Page 18 of 35 Pages
CUSIP No. 974280 10 9
Item 1(a). Name of Issuer:
---------- ---------------
Winn-Dixie Stores, Inc.
Item 1(b). Address of Issuer's Principal Executive Offices:
---------- ------------------------------------------------
5050 Edgewood Ct., Jacksonville, FL 32254-3699
Item 2(a). Name of Person Filing:
---------- ----------------------
A. Dano Davis
Item 2(b). Address of Principal Business Office or, if none, Residence:
---------- ------------------------------------------------------------
4310 Pablo Oaks Court, Jacksonville, FL 32224
Item 2(c). Citizenship:
---------- ------------
Florida - United States
Item 2(d). Title of Class of Securities:
---------- -----------------------------
Common Stock
Item 2(e). CUSIP Number:
---------- -------------
974280 10 9
-----------
Item 3. If this statement is filed pursuant to Rules
------- --------------------------------------------
13d-1(b), or 13d-2(b) or (c), check whether the
-----------------------------------------------
person filing is a:
-------------------
N/A
Item 4. Ownership
------- ---------
The following ownership information is provided as
of December 31, 2005. The reporting person has the
right to acquire additional shares as such right
is defined in Rule 13d-3. Such shares are included
in this Item 4 and are disclosed in Note (A) to
Exhibit I hereto.
(a) Amount Beneficially Owned: 47,783,179
(b) Percent of Class: 33.7%
Page 19 of 35 Pages
CUSIP No. 974280 10 9
(c) Number of shares as to which such person has:
(i) sole power to vote or to direct the vote:
4,978,816
(ii) shared power to vote or to direct the vote:
42,804,363
(iii) sole power to dispose or to direct the disposition of:
4,978,816
(iv) shared power to dispose or to direct the disposition of:
42,804,363
Item 5. Ownership of Five Percent or Less of a Class.
------ --------------------------------------------
N/A
Item 6. Ownership of More than Five Percent on Behalf of Another Person.
------ ---------------------------------------------------------------
N/A
Item 7. Identification and Classification of the Subsidiary Which Acquired
------ ------------------------------------------------------------------
the Security Being Reported on By the Parent Holding Company.
------------------------------------------------------------
N/A
Item 8. Identification and Classification of Members of
------- -----------------------------------------------
the Group.
----------
See Exhibit I for the identity of the group members filing
this schedule.
Item 9. Notice of Dissolution of Group.
------ ------------------------------
N/A
Item 10. Certification.
-------- --------------
N/A
Page 20 of 35 Pages
CUSIP No. 974280 10 9
SIGNATURE
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.
February 7, 2006
Date
By: /s/ E. Ellis Zahra, Jr.
-----------------------
Signature
A. Dano Davis
By: E. Ellis Zahra, Jr., Attorney-in-Fact
Name/Title
Page 21 of 35 Pages
CUSIP No. 974280 10 9
-------------------------------------------------------------------------------
1 NAME OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS
(ENTITIES ONLY)
Charles P. Stephens
-------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)
(a) [X]
(b) [_]
-------------------------------------------------------------------------------
3 SEC USE ONLY
-------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Georgia - United States
-------------------------------------------------------------------------------
NUMBER OF 5 SOLE VOTING POWER
175,489
SHARES ----------------------------------------------------------------
BENEFICIALLY 6 SHARED VOTING POWER
OWNED BY 41,577,857
EACH ----------------------------------------------------------------
REPORTING 7 SOLE DISPOSITIVE POWER
PERSON 175,489
WITH ----------------------------------------------------------------
8 SHARED DISPOSITIVE POWER
41,577,857
-------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
41,753,346
-------------------------------------------------------------------------------
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN [_]
SHARES (SEE INSTRUCTIONS)
None Excluded
-------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
29.5%
-------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
IN
-------------------------------------------------------------------------------
Page 22 of 35 Pages
CUSIP No. 974280 10 9
Item 1(a). Name of Issuer:
---------- Winn-Dixie Stores, Inc.
-----------------------
Item 1(b). Address of Issuer's Principal Executive Offices:
---------- ------------------------------------------------
5050 Edgewood Ct., Jacksonville, FL 32254-3699
Item 2(a). Name of Person Filing:
---------- ----------------------
Charles P. Stephens
Item 2(b). Address of Principal Business Office or, if none, Residence:
---------- ------------------------------------------------------------
P O Box 2100, Peachtree City, GA 30269
Item 2(c). Citizenship:
---------- ------------
Georgia - United States
Item 2(d). Title of Class of Securities:
---------- -----------------------------
Common Stock
Item 2(e). CUSIP Number:
---------- -------------
974280 10 9
Item 3. If this statement is filed pursuant to Rules
------- -----------------------------------------------
13d-1(b), or 13d-2(b) or (c), check whether the
-----------------------------------------------
person filing is a:
-------------------
N/A
Item 4. Ownership
------- ---------
The following ownership information is provided as
of December 31, 2005. The reporting person has the
right to acquire additional shares as such right
is defined in Rule 13d-3. Such shares are included
in this Item 4 and are disclosed in Note (A) to
Exhibit I hereto.
(a) Amount Beneficially Owned: 41,753,346
(b) Percent of Class: 29.5%
Page 23 of 35 Pages
CUSIP No. 974280 10 9
(c) Number of shares as to which such person has:
(i) sole power to vote or to direct the vote:
175,489
(ii) shared power to vote or to direct the vote:
41,577,857
(iii) sole power to dispose or to direct the disposition of:
175,489
(iv) shared power to dispose or to direct the disposition of:
41,577,857
Item 5. Ownership of Five Percent or Less of a Class.
------ ---------------------------------------------------------------------
N/A
Item 6. Ownership of More than Five Percent on Behalf of Another Person.
------ ---------------------------------------------------------------------
N/A
Item 7. Identification and Classification of the Subsidiary Which Acquired
------ ---------------------------------------------------------------------
the Security Being Reported on By the Parent Holding Company..
---------------------------------------------------------------------
N/A
Item 8. Identification and Classification of Members of
------- -----------------------------------------------
the Group. See Exhibit I for the identity of the
group members filing this schedule.
Item 9. Notice of Dissolution of Group.
------ ---------------------------------------------------------------------
N/A
Item 10. Certification.
N/A
Page 24 of 35 Pages
CUSIP No. 974280 10 9
SIGNATURE
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.
February 7, 2006
Date
By: /s/ E. Ellis Zahra, Jr.
-----------------------
Signature
Charles P. Stephens, Director
By: E. Ellis Zahra, Jr., Attorney-in-Fact
Name/Title
Page 25 of 35 Pages
CUSIP No. 974280 10 9
-------------------------------------------------------------------------------
1 NAME OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Robert D. Davis
-------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)
(a)[X]
(b)[_]
-------------------------------------------------------------------------------
3 SEC USE ONLY
-------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Florida - United States
-------------------------------------------------------------------------------
NUMBER OF 5 SOLE VOTING POWER
SHARES 0
BENEFICIALLY --------------------------------------------------------------
OWNED BY 6 SHARED VOTING POWER
EACH 40,787,332
REPORTING --------------------------------------------------------------
PERSON 7 SOLE DISPOSITIVE POWER
WITH 0
--------------------------------------------------------------
8 SHARED DISPOSITIVE POWER 40,787,332
-------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
40,787,332
-------------------------------------------------------------------------------
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN [_]
SHARES (SEE INSTRUCTIONS)
None Excluded
-------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
28.8 %
-------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
IN
-------------------------------------------------------------------------------
Page 26 of 35 Pages
CUSIP No. 974280 10 9
Item 1(a). Name of Issuer:
---------- ---------------
Winn-Dixie Stores, Inc.
Item 1(b). Address of Issuer's Principal Executive Offices:
---------- ------------------------------------------------
5050 Edgewood Ct., Jacksonville, FL 32254-3699
Item 2(a). Name of Person Filing:
---------- ----------------------
Robert D. Davis
Item 2(b). Address of Principal Business Office or, if none, Residence:
---------- ------------------------------------------------------------
4310 Pablo Oaks Court, Jacksonville, FL 32224
Item 2(c). Citizenship:
---------- ------------
Florida - United States
Item 2(d). Title of Class of Securities:
---------- -----------------------------
Common Stock
Item 2(e). CUSIP Number:
---------- -------------
974280 10 9
-----------
Item 3. If this statement is filed pursuant to Rules
------- ------------------------------------------------
13d-1(b), or 13d-2(b) or (c), check whether the
-----------------------------------------------
person filing is a:
-------------------
N/A
Item 4. Ownership
------- ---------
The following ownership information is provided as
of December 31, 2005. The reporting person has the
right to acquire additional shares as such right
is defined in Rule 13d-3. Such shares are included
in this Item 4 and are disclosed in Note (A) to
Exhibit I hereto.
(a) Amount Beneficially Owned: 40,787,332
(b) Percent of Class: 28.8%
Page 27 of 35 Pages
CUSIP No. 974280 10 9
(c) Number of shares as to which such person has:
(i) sole power to vote or to direct the vote:
0
(ii) shared power to vote or to direct the vote:
40,787,332
(iii) sole power to dispose or to direct the disposition of:
0
(iv) shared power to dispose or to direct the
disposition of:
40,787,332
Item 5. Ownership of Five Percent or Less of a Class.
------ --------------------------------------------
N/A
Item 6. Ownership of More than Five Percent on Behalf of
------ --------------------------------------------------
Another Person.
---------------
N/A
Item 7. Identification and Classification of the Subsidiary Which
------- ---------------------------------------------------------
Acquired the Security Being Reported on By the Parent
-----------------------------------------------------
Holding Company.
----------------
N/A
Item 8. Identification and Classification of Members of the Group.
------- See Exhibit I for the identity of the group members filing
this schedule.
Item 9. Notice of Dissolution of Group.
------- ------------------------------
N/A
Item 10. Certification.
-------- --------------
N/A
Page 28 of 35 Pages
CUSIP No. 974280 10 9
SIGNATURE
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.
February 7, 2006
Date
By: /s/ E. Ellis Zahra, Jr
-----------------------
Signature
Robert D. Davis
By: E. Ellis Zahra, Jr., Attorney-in-Fact
Name/Title
Page 29 of 35 Pages
Exhibit I
OWNERS OF 5% OR MORE OF OUTSTANDING SHARES
DECEMBER 31, 2005
SOLE VOTING AND DISPOSITIVE POWER
----------------------------------------------------------------------------------
Other SHARED
DFI TERM Family VOTING
Total T. WAYNE A. DANO CHARLES ROBERT TRUST Members AND
No. of DAVIS DAVIS P. STEPHENS D. DAVIS ("DFI") SAO Owning DISPOSITIVE
OWNER (**) Shares ("TWD") ("DANO") ("CPS") ("RDD") (A) (***) Less than 5% POWER
-------------- ---------- --------- --------- ------------ ----------- ----------- ---------- ------------ ------------
DFI TERM TRUST 48,056,704(A) ------- ------- ------- ------- 48,056,704 48,056,704 ------- -------
SCOTT A. OKO 366 ------- ------- ------- ------- ------- 366 ------- -------
AKD-SDS
PARTNERS I,
LTD. 600,600 (B) ------- ------- ------- ------- ------- ------- 600,600 -------
AKD-KDO
PARTNERS I,
LTD. 600,600 (B) ------- ------- ------- ------- ------- ------- 600,600 -------
AKD-CDC
PARTNERS I,
LTD. 600,600 (B) ------- ------- ------- ------- ------- ------- 600,600 -------
JED - WD
CHARITIES,
INC. 12,572 (C) ------- ------- ------- ------- ------- ------- ------- 12,572
JED FAMILY
TRUSTS 281,377 (D) ------- 3,000 ------- ------- ------- ------- 147,770 130,607
DANO FAMILY
TRUSTS 213,490 (E) ------- 98,010 ------- ------- ------- ------- ------- 115,480
MAD FAMILY
TRUSTS 22,053 (F) ------- ------- ------- ------- ------- ------- 22,053 -------
CPS FAMILY
AND TRUSTS 983,374 (G) ------- ------- 175,489 ------- ------- ------- 17,360 790,525
TWD - WD
CHARITIES,
INC. 24,000 (H) ------- ------- ------- ------- ------- ------- ------- 24,000
TWD -
RETIREMENT
PLANS 1,400 1,400 ------- ------- ------- ------- ------- ------- -------
OTHER FAMILY
OF TWD 1,643 (I) ------- ------- ------- ------- ------- ------- 1,643 -------
TWD FAMILY
AND TRUSTS 49,043 (J) 49,043 ------- ------- ------- ------- ------- ------- -------
---------- --------- --------- ------------ ----------- ----------- ---------- ------------ ------------
51,447,822 50,443 101,010 175,489 48,056,704 48,057,070 1,990,626 1,073,184
========== ========= ========= ============ =========== =========== ========== ============ ============
Percent of Class 36.3% 0.1% 0.1% 33.9% 33.9% 1.4% 0.8%
(**) References to ADD and JED pertain to A. Darius Davis and James E. Davis, respectively. ADD, JED, Tine W. Davis ("Tine")
and M. Austin Davis ("MAD"), all of which were brothers and the founders of the issuer, are deceased. RDD, DANO, TWD and CPS
are the son of ADD, son of JED, son of Tine, and son-in-law of MAD, respectively.
(***) References to SAO pertain to Scott A. Oko, trustee of DFI Term Trust.
Page 30 of 35
(A) A trust, formed on November 22, 2004, to which certain shareholders of the
issuer, DDI, Inc. and Estuary Corporation ("Estuary") (collectively, the
"Grantors") contributed on December 28, 2005 their shares of such
corporations' stock in exchange for separate shares of beneficial interest
in the trust. As a result of such contributions of securities by the
Grantors, the trust has beneficial interest in 33.9% of the issuer's common
stock. Such shares of beneficial interest in the trust were held directly
on December 31, 2005. On January 3, 2006, the following shares of the
issuer's common stock were distributed to Grantors for which the following
reporting persons have sole or shared voting and dispositive powers.
Voting and
Dispositive Powers
----------------------------
Reporting
Person Sole Shared
----------- ----------------------------
TWD 183,288
DANO 4,877,806 1,758,372
DDI 40,787,332 (*)
---------- ---------
45,848,426 1,758,372
========== =========
(*) Also shared by TWD, DANO, CPS and RDD.
(B) Limited partnership of which its limited partners are trusts FBO MAD family
members and the general partner is a corporation, controlled by a
non-family member, which is wholly owned by a trust FBO a MAD family
member.
(C) Private charitable foundation of which DANO, his sister and his mother are
directors and DANO is an officer.
(D) Trusts of which DANO and his sister are co-trustees or each are sole
trustee, and his mother, sister and his sister's children are the
beneficiaries.
(E) Trusts FBO DANO and/or his sons of which DANO is sole trustee or
co-trustee.
(F) Trusts FBO MAD family members.
(G) CPS, his wife, and his son, each individually, and irrevocable trusts of
which CPS is co-trustee with his wife and his wife and children are
beneficiaries.
(H) Private charitable foundation of which TWD is a director.
(I) TWD's sister as custodian for her grandchild and an irrevocable trust
FBO TWD's sister's grandchild.
(J) TWD, individually and as custodian for his grandchildren and irrevocable
trusts FBO TWD's daughters of which TWD is sole trustee.
Page 31 of 35
Schedule A
SPECIAL POWER OF ATTORNEY
STATE OF __Florida____________
COUNTY OF _____Duval__________
KNOW ALL MEN BY THESE PRESENTS: That I, T. WAYNE DAVIS, with offices at
1910 San Marco Boulevard, Jacksonville, Florida, do hereby make, constitute and
appoint E. Ellis Zahra, Jr., of 4310 Pablo Oaks Court, Jacksonville, Florida, my
true and lawful Attorney-in- Fact, for me and in my name, place and stead:
to sign, deliver and file in my name and on my behalf all forms or
reports required to be filed with the Securities and Exchange
Commission by officers and directors and security holders of
Winn-Dixie Stores, Inc., a Florida corporation, SEC File No. 1-3657,
pursuant to Sections 13d and 16(a) of the Securities Exchange Act of
1934, as amended, and the rules and regulations thereunder.
The rights, powers and authorities of my Attorney-in-Fact, granted in this
Special Power of Attorney shall commence and be in full force and effect from
the date hereof and shall remain in full force and effect thereafter until I
give notice in writing to my Attorney-in-Fact that such Power is terminated.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this __13th__ day
of May, 2005.
Signed, sealed and delivered ___/s/ T. Wayne Davis______________
in the presence of: T. WAYNE DAVIS
_______/s/ Elizabeth Killough______
______/s/ Margaret M. Riley________
STATE OF _____Florida________
COUNTY OF _____Duval__________
Before me, the undersigned, a notary public, State of ____Florida_______ at
Large, an officer duly authorized to take acknowledgements, personally appeared
T. WAYNE DAVIS, known to me (or satisfactorily proven) to be the person
described in and who executed the foregoing instrument, and he acknowledged
before me that he executed the same for the uses and purposes in said instrument
set forth.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official
seal, this ____13th___ day of May, 2005.
___/s/ Elizabeth D. Killough____________
Notary Public, State of ___Florida______
at Large
(NOTARIAL SEAL) Elizabeth D Killough
My Commission DD063099
Expires December 7 2005
Page 32 of 35
Schedule B
SPECIAL POWER OF ATTORNEY
STATE OF FLORIDA
COUNTY OF DUVAL
KNOW ALL MEN BY THESE PRESENTS: That I, A. DANO DAVIS, with offices at 4310
Pablo Oaks Court, Jacksonville, Florida, do hereby make, constitute and appoint
E. Ellis Zahra, Jr., of 4310 Pablo Oaks Court, Jacksonville, Florida, my true
and lawful Attorney-in- Fact, for me and in my name, place and stead:
to sign, deliver and file in my name and on my behalf all forms or
reports required to be filed with the Securities and Exchange
Commission by officers and directors and security holders of
Winn-Dixie Stores, Inc., a Florida corporation, SEC File No. 1-3657,
pursuant to Sections 13d and 16(a) of the Securities Exchange Act of
1934, as amended, and the rules and regulations thereunder.
The rights, powers and authorities of my Attorney-in-Fact, granted in this
Special Power of Attorney shall commence and be in full force and effect from
the date hereof and shall remain in full force and effect thereafter until I
give notice in writing to my Attorney-in-Fact that such Power is terminated.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this __12h__ day
of May, 2005.
Signed, sealed and delivered ____/s/ A. Dano Davis______________
in the presence of: A. DANO DAVIS
____/s/ Lori A. Goddard____________
____/s/ Diane P. Vorrase___________
STATE OF FLORIDA
COUNTY OF DUVAL
Before me, the undersigned, a notary public, State of Florida at Large, an
officer duly authorized to take acknowledgements, personally appeared A. DANO
DAVIS, known to me (or satisfactorily proven) to be the person described in and
who executed the foregoing instrument, and he acknowledged before me that he
executed the same for the uses and purposes in said instrument set forth.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official
seal, this ___12th____ day of May, 2005.
___/s/ Helen S. Lundquist__________
Notary Public, State of Florida at
Large
(NOTORAL SEAL) HELEN S. LUNDQUIST
My comm. expires Sept. 24, 2005
Comm. No. DD 043421
Bonded thru Not. Pub. Underwriters
Page 33 of 35
Schedule C
SPECIAL POWER OF ATTORNEY
STATE OF GEORGIA
COUNTY OF FAYETTE
KNOW ALL MEN BY THESE PRESENTS: That I, CHARLES P. STEPHENS, with offices
at One Paschall Road, Peachtree City, Georgia, do hereby make, constitute and
appoint E. Ellis Zahra, Jr., of 4310 Pablo Oaks Court, Jacksonville, Florida, my
true and lawful Attorney-in- Fact, for me and in my name, place and stead:
to sign, deliver and file in my name and on my behalf all forms or
reports required to be filed with the Securities and Exchange
Commission by officers and directors and security holders of
Winn-Dixie Stores, Inc., a Florida corporation, SEC File No. 1-3657,
pursuant to Sections 13d and 16(a) of the Securities Exchange Act of
1934, as amended, and the rules and regulations thereunder.
The rights, powers and authorities of my Attorney-in-Fact, granted in this
Special Power of Attorney shall commence and be in full force and effect from
the date hereof and shall remain in full force and effect thereafter until I
give notice in writing to my Attorney-in-Fact that such Power is terminated.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ___11th_____
day of May, 2005.
Signed, sealed and delivered __/s/ Charles P. Stephens__________
in the presence of: CHARLES P. STEPHENS
_____/s/ Rae Lee Griffin__________
_____/s/ Tracy Lane_______________
STATE OF GEORGIA
COUNTY OF DEKALB
Before me, the undersigned, a notary public, State of Georgia at Large, an
officer duly authorized to take acknowledgements, personally appeared CHARLES P.
STEPHENS, known to me (or satisfactorily proven) to be the person described in
and who executed the foregoing instrument, and he acknowledged before me that he
executed the same for the uses and purposes in said instrument set forth.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official
seal, this ___11th____ day of May, 2005.
___/s/ Lorraine Gredys
Notary Public, State of Georgia at
Large
(NOTARIAL SEAL) Lorraine Gredys
COMM. EXP. 02-25-08
Page 34 of 35
Schedule D
SPECIAL POWER OF ATTORNEY
STATE OF FLORIDA
COUNTY OF DUVAL
KNOW ALL MEN BY THESE PRESENTS: That I, ROBERT D. DAVIS, with offices at
4310 Pablo Oaks Court, Jacksonville, Florida, do hereby make, constitute and
appoint E. Ellis Zahra, Jr., of 4310 Pablo Oaks Court, Jacksonville, Florida, my
true and lawful Attorney-in- Fact, for me and in my name, place and stead:
to sign, deliver and file in my name and on my behalf all forms or
reports required to be filed with the Securities and Exchange
Commission by officers and directors and security holders of
Winn-Dixie Stores, Inc., a Florida corporation, SEC File No. 1-3657,
pursuant to Sections 13d and 16(a) of the Securities Exchange Act of
1934, as amended, and the rules and regulations thereunder.
The rights, powers and authorities of my Attorney-in-Fact, granted in this
Special Power of Attorney shall commence and be in full force and effect from
the date hereof and shall remain in full force and effect thereafter until I
give notice in writing to my Attorney-in-Fact that such Power is terminated.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ___10th_ day
of May, 2005.
Signed, sealed and delivered __/s/ Robert D. Davis______________
in the presence of: ROBERT D. DAVIS
____/s/ Lori A. Goddard____________
____/s/ Diane P. Vorrase___________
STATE OF FLORIDA
COUNTY OF DUVAL
Before me, the undersigned, a notary public, State of Florida at Large, an
officer duly authorized to take acknowledgements, personally appeared ROBERT D.
DAVIS, known to me (or satisfactorily proven) to be the person described in and
who executed the foregoing instrument, and he acknowledged before me that he
executed the same for the uses and purposes in said instrument set forth.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official
seal, this __10th_____ day of May, 2005.
__/s/ Helen S. Lundquist___________
Notary Public, State of Florida at
Large
(NOTORAL SEAL) HELEN S. LUNDQUIST
My comm. expires Sept. 24, 2005
Comm. No. DD 043421
Bonded thru Not. Pub. Underwriters
Page 35 of 35