AI assistant
RLJ Lodging Trust — Major Shareholding Notification 2012
Feb 14, 2012
32141_mrq_2012-02-14_5f0f4c7f-9b7a-4dc2-8c42-e8f89a8691fb.zip
Major Shareholding Notification
Open in viewerOpens in your device viewer
UNITED STATES
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 RULE 13d-2(b) 1
EFPlaceholder
RLJ Lodging Trust
(Name of Issuer)
COMMON STOCK
(Title of Class of Securities)
74965L101
(CUSIP Number)
December 31, 2011
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
o Rule 13d-1(b)
o Rule 13d-1(c)
x Rule 13d-1(d)
1 The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.
The information required in 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 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 ).
1 of 10
CUSIP No. 74965L101
| 1. | NAMES OF REPORTING PERSONS. I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY). Trustees of General Electric Pension Trust I.R.S. # 14-6015763 | |
|---|---|---|
| 2. | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP | |
| (a) o | ||
| (b) x | ||
| 3. | SEC USE ONLY | |
| 4. | CITIZENSHIP OR PLACE OF ORGANIZATION | |
| State of New York | ||
| 5. | SOLE VOTING POWER | |
| NUMBER OF | None | |
| SHARES | 6. | SHARED VOTING POWER |
| BENEFICIALLY | ||
| OWNED BY | 7,382,424 | |
| EACH | 7. | SOLE DISPOSITIVE POWER |
| REPORTING | ||
| PERSON | None | |
| WITH: | 8. | SHARED DISPOSITIVE POWER |
| 7,382,424 | ||
| 9. | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON | |
| 7,382,424 | ||
| 10. | CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES | |
| (SEE INSTRUCTIONS) o | ||
| 11. | PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) | |
| 6.9% 2 | ||
| 12. | TYPE OF REPORTING PERSON | |
| EP |
2 This percentage is based on 107,170,673 common shares and units of limited partnership interests in RLJ Lodging Trust, L.P., a Delaware limited partnership, outstanding as of December 22, 2011, as set forth in the Issuer's Prospectus, dated December 22, 2011.
2 of 10
CUSIP No. 74965L101
| 1. | NAMES OF REPORTING PERSONS. I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY). GE Asset Management Incorporated, as Investment Manager of GEPT (as defined below) and as Investment Adviser to certain other entities and accounts I.R.S. #06-1238874 | |
|---|---|---|
| 2. | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP | |
| (a) o | ||
| (b) x | ||
| 3. | SEC USE ONLY | |
| 4. | CITIZENSHIP OR PLACE OF ORGANIZATION | |
| State of Delaware | ||
| 5. | SOLE VOTING POWER | |
| NUMBER OF | None | |
| SHARES | 6. | SHARED VOTING POWER |
| BENEFICIALLY | ||
| OWNED BY | 7,382,424 | |
| EACH | 7. | SOLE DISPOSITIVE POWER |
| REPORTING | ||
| PERSON | None | |
| WITH: | 8. | SHARED DISPOSITIVE POWER |
| 7,382,424 | ||
| 9. | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON | |
| 7,382,424 | ||
| 10. | CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES | |
| (SEE INSTRUCTIONS) o | ||
| 11. | PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) | |
| 6.9% 3 | ||
| 12. | TYPE OF REPORTING PERSON | |
| IA, CO |
3 This percentage is based on 107,170,673 common shares and units of limited partnership interests in RLJ Lodging Trust, L.P., a Delaware limited partnership, outstanding as of December 22, 2011, as set forth in the Issuer's Prospectus, dated December 22, 2011.
3 of 10
CUSIP No. 74965L101
| 1. | NAMES OF REPORTING PERSONS. I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY). General Electric Company I.R.S. #14-0689340 | |
|---|---|---|
| 2. | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP | |
| (a) o | ||
| (b) x | ||
| 3. | SEC USE ONLY | |
| 4. | CITIZENSHIP OR PLACE OF ORGANIZATION | |
| State of New York | ||
| 5. | SOLE VOTING POWER | |
| NUMBER OF | None | |
| SHARES | 6. | SHARED VOTING POWER |
| BENEFICIALLY | ||
| OWNED BY | Disclaimed (see 9 below) | |
| EACH | 7. | SOLE DISPOSITIVE POWER |
| REPORTING | ||
| PERSON | None | |
| WITH: | 8. | SHARED DISPOSITIVE POWER |
| Disclaimed (see 9 below) | ||
| 9. | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON | |
| Beneficial ownership of all shares disclaimed by General Electric Company | ||
| 10. | CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES | |
| (SEE INSTRUCTIONS) x Disclaimed (see 9 | ||
| above) | ||
| 11. | PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) | |
| Not Applicable (see 9 above) | ||
| 12. | TYPE OF REPORTING PERSON | |
| CO |
4 of 10
CUSIP No. 74965L101
INTRODUCTORY NOTE: This Statement on Schedule 13G is filed on behalf of General Electric Company, a New York corporation ("GE"), GE Asset Management Incorporated, a Delaware corporation and a wholly owned subsidiary of GE ("GEAM") and the Trustees of General Electric Pension Trust, a New York common law trust ("GEPT") (collectively, the "Reporting Persons", and this statement on Schedule 13G, the "Schedule 13G"). GEAM is a registered investment adviser and acts as Investment Manager of GEPT and as Investment Adviser to certain other entities and accounts. GEAM may be deemed to be the beneficial owner of 7,382,424 shares of Common Stock of RLJ Lodging Trust (the "Issuer") owned by GEPT. GEAM and GEPT each expressly disclaim that they are members of a "group." GE disclaims beneficial ownership of all shares and expressly disclaims that it is a member of a "group."
Item 1(a) Name of Issuer
RLJ Lodging Trust
Item 1(b) Address of Issuer’s Principal Executive Office
3 Bethesda Metro Center, Suite 1000
Bethesda, MD 20814
Item 2(a) Name of Person Filing
Trustees of General Electric Pension Trust (see Schedule II)
GE Asset Management Incorporated as Investment Manager of GEPT and as Investment Adviser to certain entities and accounts
General Electric Company
Item 2(b) Address of Principal Business Office or, if none, Residence
The address of the principal offices of GEPT and GEAM is 3001 Summer Street, Stamford, Connecticut 06904. The address of the principal offices of General Electric Company is 3135 Easton Turnpike, Fairfield, Connecticut 06828.
Item 2(c) Citizenship
Trustees of General Electric Pension Trust - New York common law trust
GE Asset Management Incorporated - Delaware corporation
General Electric Company - New York corporation
Item 2(d) Title of Class of Securities
Common Stock
Item 2(e) CUSIP Number
74965L101
Item 3 If this statement is filed pursuant to §§240.13d-1(b) or 240.13-2(b) or (c), check whether the person filing is a:
(a) o Broker or Dealer registered under Section 15 of the Act (15 U.S.C.78o)
(b) o Bank as defined in Section 3(a)(6) of the Act (15 U.S.C.78c)
5 of 10
CUSIP No. 74965L101
(c) o Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C.78c)
(d) o Investment Company registered under Section 8 of the Investment Company Act of 1940 (U.S.C.80a-8)
(e) o An Investment Adviser in accordance with §240.13-1(b)(1)(ii)(E)
(f) o An Employee Benefit Plan or Endowment Fund in accordance with §240.13d- 1(b)(1)(ii)(F)
(g) o A Parent Holding Company or Control Person in accordance with §240.13d- 1(b)(1)(ii)G)
(h) o A Savings Association as defined in Section 3(b) of the federal Deposit Insurance Act (U.S.C. 1813)
(i) o A Church Plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3)
(j) o Group, in accordance with §240.13d-1(b)(1)(ii)(J)
Item 4 Ownership
| GEPT | GEAM | GE | |
|---|---|---|---|
| (a) Amount beneficially owned | 7,382,424 | 7,382,424 | Disclaimed |
| (b) Percent of class | 6.9% | 6.9% | Disclaimed |
| (c) No. of shares to which person has | |||
| (i) sole power to vote or direct the vote | None | None | None |
| (ii) shared power to vote or direct the vote | 7,382,424 | 7,382,424 | Disclaimed |
| (iii) sole power to dispose or to direct disposition | None | None | None |
| (iv) shared power to dispose or to direct disposition | 7,382,424 | 7,382,424 | Disclaimed |
Item 5 Ownership of Five Percent or Less of a Class
If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following: o
Item 6 Ownership of More than Five Percent on Behalf of Another Person
Not Applicable
6 of 10
CUSIP No. 74965L101
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
See Introductory Note above
Item 9 Notice of Dissolution of Group
Not Applicable
Item 10 Certification
Not Applicable
7 of 10
CUSIP No. 74965L101
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.
Dated: February 14, 2012
| GENERAL ELECTRIC PENSION TRUST | |
|---|---|
| By: | GE Asset Management Incorporated, its Investment Manager |
| By: | /s/ Michael M. Pastore |
| Name: Michael M. Pastore | |
| Title: Senior Vice President - Deputy General Counsel & Assistant Secretary |
| GE ASSET MANAGEMENT INCORPORATED | |
|---|---|
| By: | /s/ Michael M. Pastore |
| Name: Michael M. Pastore | |
| Title: Senior Vice President - Deputy General Counsel & Assistant Secretary |
| GENERAL ELECTRIC COMPANY | |
|---|---|
| By: | /s/ Dmitri A. Stockton |
| Name: Dmitri A. Stockton | |
| Title: Senior Vice President |
8 of 10
Schedule I
JOINT FILING AGREEMENT
This will confirm the agreement by and between all the undersigned that the Schedule 13G on or about this date and any amendments thereto with respect to the beneficial ownership by the undersigned of shares of the Common Stock of Allegheny Technologies Inc. is being filed on behalf of each of the undersigned.
Dated: February 14, 2012
| GENERAL ELECTRIC PENSION TRUST | |
|---|---|
| By: | GE Asset Management Incorporated, its Investment Manager |
| By: | /s/ Michael M. Pastore |
| Name: Michael M. Pastore | |
| Title: Senior Vice President - Deputy General Counsel & Assistant Secretary |
| GE ASSET MANAGEMENT INCORPORATED | |
|---|---|
| By: | /s/ Michael M. Pastore |
| Name: Michael M. Pastore | |
| Title: Senior Vice President - Deputy General Counsel & Assistant Secretary |
| GENERAL ELECTRIC COMPANY | |
|---|---|
| By: | /s/ Dmitri A. Stockton |
| Name: Dmitri A. Stockton | |
| Title: Senior Vice President |
9 of 10
Schedule II
TRUSTEES OF GENERAL ELECTRIC PENSION TRUST
3001 Summer Street, P.O. Box 7900
Stamford, Connecticut 06904
The names of the Trustees of General Electric Pension Trust are as follows:
Dmitri A. Stockton
Paul M. Colonna
Michael T. Cosgrove
Ralph R. Layman
Matthew J. Simpson
Donald W. Torey
Gregory B. Hartch
David W. Wiederecht
Tracie A. Winbigler
George A. Bicher
10 of 10