ja13ga1-microstrategy_morton.htm
 
 

 
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C.  20549
 
 
SCHEDULE 13G
(Amendment No. 1)
 
Under the Securities Exchange Act of 1934
 

MicroStrategy Incorporated
(Name of Issuer)
 
Class A common stock, par value $0.001 per share
(Title of Class of Securities)
 
594972408
(CUSIP Number)
 

December 31, 2013
(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)
 
ý Rule 13d-1(c)
 
¨ 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 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 (“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).
 
 
 
 
 

CUSIP No. 594972408
13G
 

1
NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
 
             Morton Holdings, Inc.
 
2
 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)
(a) o
(b) o
 
3
SEC USE ONLY
 
 
4
CITIZENSHIP OR PLACE OF ORGANIZATION
 
             Delaware
 
NUMBER OF
SHARES
5
SOLE VOTING POWER
 
0
 
BENEFICIALLY
OWNED BY
6
SHARED VOTING POWER
 
                556,512
 
EACH
REPORTING
7
SOLE DISPOSITIVE POWER
 
0
 
PERSON
WITH
8
SHARED DISPOSITIVE POWER
 
                556,512
 
9
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
               556,512
 
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)
 
6.1%
 
12
TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
 
CO
 
 
 
 
 
 

CUSIP No. 594972408
13G
 

1
NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
 
             Philip B. Korsant
 
2
 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)
(a) o
(b) o
 
3
SEC USE ONLY
 
 
4
CITIZENSHIP OR PLACE OF ORGANIZATION
 
             United States of America
 
NUMBER OF
SHARES
5
SOLE VOTING POWER
 
0
 
BENEFICIALLY
OWNED BY
6
SHARED VOTING POWER
 
                556,512
 
EACH
REPORTING
7
SOLE DISPOSITIVE POWER
 
0
 
PERSON
WITH
8
SHARED DISPOSITIVE POWER
 
                556,512
 
9
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
556,512
 
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)
 
6.1%
 
12
TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
 
IN
 
 
 
 
 

CUSIP No. 594972408
13G
  

1
NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
 
             ZBI Equities, L.L.C.
 
2
 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)
(a) o
(b) o
 
3
SEC USE ONLY
 
 
4
CITIZENSHIP OR PLACE OF ORGANIZATION
 
             Delaware
 
NUMBER OF
SHARES
5
SOLE VOTING POWER
 
0
 
BENEFICIALLY
OWNED BY
6
SHARED VOTING POWER
 
                556,512
 
EACH
REPORTING
7
SOLE DISPOSITIVE POWER
 
0
 
PERSON
WITH
8
SHARED DISPOSITIVE POWER
 
                556,512
 
9
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
556,512
 
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)
 
6.1%
 
12
TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
 
IA
 
 
 
 
 

CUSIP No. 594972408
13G
 

1
NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
 
             Ziff Brothers Investments, L.LC.
 
2
 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)
(a) o
(b) o
 
3
SEC USE ONLY
 
 
4
CITIZENSHIP OR PLACE OF ORGANIZATION
 
             Delaware
 
NUMBER OF
SHARES
5
SOLE VOTING POWER
 
0
 
BENEFICIALLY
OWNED BY
6
SHARED VOTING POWER
 
                556,512
 
EACH
REPORTING
7
SOLE DISPOSITIVE POWER
 
0
 
PERSON
WITH
8
SHARED DISPOSITIVE POWER
 
                556,512
 
9
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
556,512
 
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)
 
6.1%
 
12
TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
 
HC
 
 
 
 
 
Item 1. (a)                      Name of Issuer

MicroStrategy Incorporated

Item 1. (b)                      Address of Issuer’s Principal Executive Offices

1850 Towers Crescent Plaza
Tysons Corner, VA 22182

Item 2. (a)                      Name of Person Filing

This Schedule 13G is being filed on behalf of the following persons (the “Reporting Persons”)*:

(i)
Morton Holdings, Inc. (“MH”);
(ii)
Philip B. Korsant;
(iii)
ZBI Equities, L.L.C. (“ZBIE”); and
(iv)
Ziff Brothers Investments, L.L.C. (“ZBI”).
 
*           Attached as Exhibit A is a copy of an agreement among the Reporting Persons that this Schedule 13G is being filed on behalf of each of them.

Item 2. (b)                      Address of Principal Business Office or, if None, Residence

Morton Holdings, Inc.
35 Ocean Reef Drive
Suite 142
Key Largo, Florida 33037

Philip B. Korsant
35 Ocean Reef Drive
Suite 142
Key Largo, Florida 33037

ZBI Equities, L.L.C.
350 Park Avenue
11th floor
New York, NY 10022

Ziff Brothers Investments, L.L.C.
350 Park Avenue
11th floor
New York, NY 10022

Item 2. (c)                      Citizenship

See Item 4 of the attached cover pages.

Item 2. (d)                      Title of Class of Securities

Common Stock, $0.001 Par Value Per Share (the “Common Stock”)

Item 2. (e)                      CUSIP Number

594972408

Item 3.

Not applicable as this Schedule 13G is filed pursuant to Rule 13d-1(c).

Item 4.                                Ownership

(a)
Amount beneficially owned:
   
 
See Item 9 of the attached cover pages.
   
(b)
Percent of class:
   
 
See Item 11 of the attached cover pages.
   
(c)
Number of shares as to which such person has:
   
 
(i)
Sole power to vote or to direct the vote:
   
   
See Item 5 of the attached cover pages.
   
 
(ii)
Shared power to vote or to direct the vote:
   
   
See Item 6 of the attached cover pages.
   
 
(iii)
Sole power to dispose or to direct the disposition:
   
   
See Item 7 of the attached cover pages.
   
 
(iv)
Shared power to dispose or to direct the disposition:
   
   
See Item 8 of the attached cover pages.

MH is the general partner of each of the owners of record (the “Record Owners”) of the Common Stock reported herein.  Pursuant to investment management agreements with the Record Owners, ZBIE has investment and voting control over the Common Stock reported herein.  ZBIE is wholly-owned by ZBI.  As a result thereof, each of ZBI and ZBIE may be deemed to beneficially own the Common Stock reported herein.  In addition, each of MH and Philip B. Korsant may be deemed to beneficially own the Common Stock reported herein as a result of certain rights retained by the Record Owners under the applicable investment management agreements.

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

Not Applicable.
 
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

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.
 
 
 
 

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, 2014


 
MORTON HOLDINGS, INC.
 
 
 
By:
/s/ David Gray
 
Name:
David Gray
 
Title:
Vice President
 
 
 
 
PHILIP B. KORSANT
 
 
  /s/ Philip B. Korsant
 

 
 
ZBI EQUITIES, L.L.C.
 
 
 
By:
/s/ David Gray
 
Name:
David Gray
 
Title:
Vice President
 
 
 
 
ZIFF BROTHERS INVESTMENTS, L.L.C.
 
 
 
By:
/s/ David Gray
 
Name:
David Gray
 
Title:
Vice President

 
 
 
 

 
EXHIBIT A
 
 
The undersigned, Morton Holdings, Inc., a Delaware corporation, Philip B. Korsant, ZBI Equities, L.L.C., a Delaware limited liability company, and Ziff Brothers Investments, L.L.C., a Delaware limited liability company, hereby agree and acknowledge that the information required by this Schedule 13G, to which this Agreement is attached as an exhibit, is filed on behalf of each of them.  The undersigned further agree that any further amendments or supplements thereto shall also be filed on behalf of each of them.

Dated:  February 14, 2014

 
MORTON HOLDINGS, INC.
 
 
 
By:
/s/ David Gray
 
Name:
David Gray
 
Title:
Vice President
 
 
 
 
PHILIP B. KORSANT
 
 
  /s/ Philip B. Korsant
 

 
 
ZBI EQUITIES, L.L.C.
 
 
 
By:
/s/ David Gray
 
Name:
David Gray
 
Title:
Vice President
 
 
 
 
ZIFF BROTHERS INVESTMENTS, L.L.C.
 
 
 
By:
/s/ David Gray
 
Name:
David Gray
 
Title:
Vice President