UNITED STATES

 

 

SECURITIES AND EXCHANGE COMMISSION

 

 

Washington, D.C. 20549

 

 

 

 

 

SCHEDULE 13D

 

 

Under the Securities Exchange Act of 1934
(Amendment No. 24)*

 

AutoZone, Inc.

(Name of Issuer)

 

Common Stock, par value $0.01 per share

(Title of Class of Securities)

 

053332102

(CUSIP Number)

 

John G. Finley, Esq.

Simpson Thacher & Bartlett LLP

425 Lexington Avenue

New York, New York 10017

(212) 455-2000

(Name, Address and Telephone Number of Person
Authorized to Receive Notices and Communications)

 

April 11, 2008

(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 that is the subject of this Schedule 13D, and is filing this schedule because of §§240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box. o

Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See Rule 13d-7 for other parties to whom copies are to be sent.

* 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).

 



 

CUSIP No. 053332102

 

 

1.

Names of Reporting Persons
ESL Partners, L.P.

 

 

2.

Check the Appropriate Box if a Member of a Group (See Instructions)

 

 

(a)

 x

 

 

(b)

 o

 

 

3.

SEC Use Only

 

 

4.

Source of Funds (See Instructions)
WC

 

 

5.

Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)     o

 

 

6.

Citizenship or Place of Organization
Delaware

 

Number of
Shares
Beneficially
Owned by
Each
Reporting
Person With

7.

Sole Voting Power
12,998,761

 

8.

Shared Voting Power
0

 

9.

Sole Dispositive Power
12,998,761

 

10.

Shared Dispositive Power
0

 

 

11.

Aggregate Amount Beneficially Owned by Each Reporting Person
22,853,981

 

 

12.

Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)   o

 

 

13.

Percent of Class Represented by Amount in Row (11)
36.15%

 

 

14.

Type of Reporting Person (See Instructions)
PN

 

2



 

CUSIP No. 05329W102

 

 

1.

Names of Reporting Persons
ESL Institutional Partners, L.P.

 

 

2.

Check the Appropriate Box if a Member of a Group (See Instructions)

 

 

(a)

 x

 

 

(b)

 o

 

 

3.

SEC Use Only

 

 

4.

Source of Funds (See Instructions)
N/A

 

 

5.

Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)     o

 

 

6.

Citizenship or Place of Organization
Delaware

 

Number of
Shares
Beneficially
Owned by
Each
Reporting
Person With

7.

Sole Voting Power
71,771

 

8.

Shared Voting Power
0

 

9.

Sole Dispositive Power
71,771

 

10.

Shared Dispositive Power
0

 

 

11.

Aggregate Amount Beneficially Owned by Each Reporting Person
22,853,981

 

 

12.

Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)   o

 

 

13.

Percent of Class Represented by Amount in Row (11)
36.15%

 

 

14.

Type of Reporting Person (See Instructions)
PN

 

3



 

CUSIP No. 053332102

 

 

1.

Names of Reporting Persons
ESL Investors, L.L.C.

 

 

2.

Check the Appropriate Box if a Member of a Group (See Instructions)

 

 

(a)

 x

 

 

(b)

 o

 

 

3.

SEC Use Only

 

 

4.

Source of Funds (See Instructions)
N/A

 

 

5.

Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)     o

 

 

6.

Citizenship or Place of Organization
Delaware

 

Number of
Shares
Beneficially
Owned by
Each
Reporting
Person With

7.

Sole Voting Power
3,003,476

 

8.

Shared Voting Power
0

 

9.

Sole Dispositive Power
3,003,476

 

10.

Shared Dispositive Power
0

 

 

11.

Aggregate Amount Beneficially Owned by Each Reporting Person
22,853,981

 

 

12.

Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)   o

 

 

13.

Percent of Class Represented by Amount in Row (11)
36.15%

 

 

14.

Type of Reporting Person (See Instructions)
OO

 

 

4



 

 

CUSIP No. 053332102

 

 

1.

Names of Reporting Persons
Acres Partners, L.P.

 

 

2.

Check the Appropriate Box if a Member of a Group (See Instructions)

 

 

(a)

 x

 

 

(b)

 o

 

 

3.

SEC Use Only

 

 

4.

Source of Funds (See Instructions)
N/A

 

 

5.

Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)     o

 

 

6.

Citizenship or Place of Organization
Delaware

 

Number of
Shares
Beneficially
Owned by
Each
Reporting
Person With

7.

Sole Voting Power
5,875,557

 

8.

Shared Voting Power
0

 

9.

Sole Dispositive Power
5,875,557

 

10.

Shared Dispositive Power
0

 

 

11.

Aggregate Amount Beneficially Owned by Each Reporting Person
22,853,981

 

 

12.

Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)   o

 

 

13.

Percent of Class Represented by Amount in Row (11)
36.15%

 

 

14.

Type of Reporting Person (See Instructions)
PN

 

 

5



 

 

CUSIP No. 053332102

 

 

1.

Names of Reporting Persons
RBS Investment Management, L.L.C.

 

 

2.

Check the Appropriate Box if a Member of a Group (See Instructions)

 

 

(a)

 x

 

 

(b)

 o

 

 

3.

SEC Use Only

 

 

4.

Source of Funds (See Instructions)
N/A

 

 

5.

Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)     o

 

 

6.

Citizenship or Place of Organization
Delaware

 

Number of
Shares
Beneficially
Owned by
Each
Reporting
Person With

7.

Sole Voting Power
71,771

 

8.

Shared Voting Power
0

 

9.

Sole Dispositive Power
71,771

 

10.

Shared Dispositive Power
0

 

 

11.

Aggregate Amount Beneficially Owned by Each Reporting Person
22,853,981

 

 

12.

Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)   o

 

 

13.

Percent of Class Represented by Amount in Row (11)
36.15%

 

 

14.

Type of Reporting Person (See Instructions)
OO

 

 

6



 

 

CUSIP No. 053332102

 

 

1.

Names of Reporting Persons
RBS Partners, L.P.

 

 

2.

Check the Appropriate Box if a Member of a Group (See Instructions)

 

 

(a)

 x

 

 

(b)

 o

 

 

3.

SEC Use Only

 

 

4.

Source of Funds (See Instructions)
N/A

 

 

5.

Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)     o

 

 

6.

Citizenship or Place of Organization
Delaware

 

Number of
Shares
Beneficially
Owned by
Each
Reporting
Person With

7.

Sole Voting Power
16,862,562

 

8.

Shared Voting Power
0

 

9.

Sole Dispositive Power
16,862,562

 

10.

Shared Dispositive Power
0

 

 

11.

Aggregate Amount Beneficially Owned by Each Reporting Person
22,853,981

 

 

12.

Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)   o

 

 

13.

Percent of Class Represented by Amount in Row (11)
36.15%

 

 

14.

Type of Reporting Person (See Instructions)
PN

 

 

7



 

CUSIP No. 053332102

 

 

1.

Names of Reporting Persons
ESL Investments, Inc.

 

 

2.

Check the Appropriate Box if a Member of a Group (See Instructions)

 

 

(a)

 x

 

 

(b)

 o

 

 

3.

SEC Use Only

 

 

4.

Source of Funds (See Instructions)
N/A

 

 

5.

Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)     o

 

 

6.

Citizenship or Place of Organization
Delaware

 

Number of
Shares
Beneficially
Owned by
Each
Reporting
Person With

7.

Sole Voting Power
22,809,890

 

8.

Shared Voting Power
0

 

9.

Sole Dispositive Power
22,809,890

 

10.

Shared Dispositive Power
0

 

 

11.

Aggregate Amount Beneficially Owned by Each Reporting Person
22,853,981

 

 

12.

Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)   o

 

 

13.

Percent of Class Represented by Amount in Row (11)
36.15%

 

 

14.

Type of Reporting Person (See Instructions)
CO

 

 

8



 

CUSIP No. 053332102

 

 

1.

Names of Reporting Persons
Edward S. Lampert

 

 

2.

Check the Appropriate Box if a Member of a Group (See Instructions)

 

 

(a)

 x

 

 

(b)

 o

 

 

3.

SEC Use Only

 

 

4.

Source of Funds (See Instructions)
N/A

 

 

5.

Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)     o

 

 

6.

Citizenship or Place of Organization
United States

 

Number of
Shares
Beneficially
Owned by
Each
Reporting
Person With

7.

Sole Voting Power
22,853,981

 

8.

Shared Voting Power
0

 

9.

Sole Dispositive Power
22,853,981

 

10.

Shared Dispositive Power
0

 

 

11.

Aggregate Amount Beneficially Owned by Each Reporting Person
22,853,981

 

 

12.

Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)   o

 

 

13.

Percent of Class Represented by Amount in Row (11)
36.15%

 

 

14.

Type of Reporting Person (See Instructions)
IN

 

 

9



 

                                                             This Amendment No. 24 to Schedule 13D (this “Amendment”) relates to shares of common stock, par value $0.01 per share (the “Shares”), of AutoZone, Inc., a Delaware corporation (the “Issuer”).  This Amendment No. 24 amends the Schedule 13D, as previously amended, filed with the Securities and Exchange Commission by ESL Partners, L.P., a Delaware limited partnership (“Partners”), ESL Institutional Partners, L.P., a Delaware limited partnership (“Institutional”), ESL Investors, L.L.C., a Delaware limited liability company (“Investors”), Acres Partners, L.P., a Delaware limited partnership (“Acres”), RBS Investment Management, L.L.C., a Delaware limited liability company (“RBSIM”), RBS Partners, L.P., a Delaware limited partnership (“RBS”), ESL Investments, Inc., a Delaware corporation (“Investments”) and Edward S. Lampert, a United States citizen, by furnishing the information set forth below.  Partners, Institutional, Investors, Acres, RBSIM, RBS, Investments and Mr. Lampert are collectively defined in this Amendment as the “Filing Persons.”  Except as otherwise specified in this Amendment, all previous Items are unchanged.  Capitalized terms used herein which are not defined herein have the meanings given to them in the Schedule 13D, as previously amended, filed with the Securities and Exchange Commission.

 

                                                             The Filing Persons are filing this Amendment No. 24 to report that the number of Shares that they may be deemed to beneficially own has increased by an amount greater than one percent of the outstanding Shares of the Issuer.

 

Item 2.  Identity and Background

 

Item 2 is hereby amended and restated in its entirety as follows:

 

(a)                                  This Schedule 13D is being filed by a group consisting of the Filing Persons.  Attached as Schedule I hereto and incorporated herein by reference is a list containing the (a) name, (b) citizenship, (c) present principal occupation or employment and (d) the name, principal business address of any corporation or other organization in which such employment is conducted, of each director and executive officer of Investments (the “ESL Investments Directors and Officers”).  Other than the ESL Investments Directors and Officers, there are no persons or corporations controlling or ultimately in control of Investments.

 

                                                (b)                                 The principal place of business of each of the Filing Persons is 200 Greenwich Avenue, Greenwich, CT 06830.

 

                                                (c)                                  RBS is the general partner of Partners and the managing member of Investors.  Investments is the general partner of each of RBS and Acres and the manager of RBSIM.  RBSIM is the general partner of Institutional.  Mr. Lampert is the sole stockholder of Investments.

 

                                                                                                The principal business of each of Partners, Institutional, Investors and Acres is purchasing, holding and selling securities for investment purposes.  The principal business of RBS is serving as the general partner of Partners and the managing member of Investors. The principal business of RBSIM is serving as the general partner of Institutional.  The principal business of Investments is serving as the general partner of each of RBS and Acres and as the manager of RBSIM.  Mr. Lampert’s principal business is serving as the Chairman, Chief Executive Officer and Director of Investments.

 

                                                (d)-(e)               During the past five years, none of the foregoing entities or natural persons has been convicted in a criminal proceeding or been a party to a civil proceeding, in either case of the type specified in Items 2(d) or (e) of Schedule 13D.

 

                                                (f)                                    Partners, Institutional, Investors, Acres, RBSIM, RBS, Investments are organized in Delaware, and Mr. Lampert is a citizen of the United States.

 

Item 3. Source and Amount of Funds or Other Consideration

 

Item 3 is supplemented as follows:

 

10



 

In open market purchases on April 8, 2008, April 9, 2008, April 10, 2008, April 11, 2008 and April 14, 2008, ESL acquired an aggregate of 803,100 shares for aggregate consideration of approximately $93,442,709 using working capital.

 

Item 5.  Interest in Securities of the Issuer

 

Item 5 is hereby amended and restated in its entirety as follows:

 

(a)-(b) The Filing Persons may be deemed to beneficially own an aggregate of 22,853,981 Shares (which represents approximately 36.15% of the 63,220,066 Shares outstanding as of February 29, 2008, as disclosed in the Issuer’s last quarter report on Form 10-Q).

 

REPORTING PERSON

 

NUMBER OF SHARES BENEFICIALLY OWNED

 

PERCENTAGE OF OUTSTANDING SHARES

 

SOLE VOTING POWER

 

SHARED VOTING POWER

 

SOLE DISPOSITIVE POWER

 

SHARED DISPOSITIVE POWER

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ESL Partners, L.P.

 

22,853,981

(1)

36.15

%

12,998,761

 

0

 

12,998,761

 

0

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ESL Institutional Partners, L.P.

 

22,853,981

(1)

36.15

%

71,771

 

0

 

71,771

 

0

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ESL Investors, L.L.C.

 

22,853,981

(1)

36.15

%

3,003,476

 

0

 

3,003,476

 

0

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Acres Partners, L.P.

 

22,853,981

(1)

36.15

%

5,875,557

 

0

 

5,875,557

 

0

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

RBS Investment Managment, L.L.C.

 

22,853,981

(1)

36.15

%

71,771

(2)

0

 

71,771

(2)

0

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

RBS Partners, L.P.

 

22,853,981

(1)

36.15

%

16,862,562

(3)

0

 

16,862,562

(3)

0

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ESL Investments, Inc.

 

22,853,981

(1)

36.15

%

22,809,890

(4)

0

 

22,809,890

(4)

0

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Edward S. Lampert

 

22,853,981

(1)

36.15

%

22,853,981

(1)

0

 

22,853,981

(1)

0

 

 


(1)                                  This number consists of 12,998,761 Shares held by Partners, 71,771 Shares held by Institutional, 3,003,476 Shares held in an account established by the investment member of Investors, 5,875,557 Shares held by Acres, 860,325 Shares held by RBS, 22,150 Shares held by Mr. Lampert and 21,941 Shares held by the Edward and Kinga Lampert Foundation, of which Mr. Lampert is a trustee.

 

(2)                                  This number consists of 71,771 Shares held by Institutional.

 

(3)                                  This number consists of 12,998,761 Shares held by Partners, 3,003,476 Shares held in an account established by the investment member of Investors and 860,325 Shares held by RBS.

 

(4)                                  This number consists of 12,998,761 Shares held by Partners, 71,771 Shares held by Institutional, 3,003,476 Shares held in an account established by the investment member of Investors, 860,325 Shares held by RBS and 5,875,557 Shares held by Acres.

 

11



 

                                                (c)                                  Other than as set forth in Annex A hereto, there have been no transactions in Shares by any of the Filing Persons during the past 60 days.

 

(d)                                 Not applicable.

 

(e)                                  On December 29, 2006, ESL Investment Management, L.P., as successor to ESL Investment Management, L.L.C., ceased to be a beneficial owner of Shares of the Issuer.

 

Item 7.   Material to Be Filed as Exhibits

 

Exhibit 3                                                   Joint Filing Agreement, dated April 14, 2008, by and among ESL Partners, L.P., ESL Institutional Partners, L.P., ESL Investors, L.L.C., Acres Partners, L.P., RBS Investment Management, L.L.C., RBS Partners, L.P., ESL Investments, Inc. and Edward S. Lampert.

 

12



 

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: April 14, 2008

 

 

ESL PARTNERS, L.P.

 

 

 

By:

RBS Partners, L.P., as its general partner

 

 

 

 

By:

ESL Investments, Inc., as its general partner

 

 

 

 

By:

/s/ Theodore W. Ullyot

 

 

Name: Theodore W. Ullyot

 

 

Title: EVP & General Counsel

 

 

 

 

 

ESL INSTITUTIONAL PARTNERS, L.P.

 

 

 

 

By:

RBS Investment Management, L.L.C., as its general partner

 

 

 

 

By:

ESL Investments, Inc., as its manager

 

 

 

 

By:

/s/ Theodore W. Ullyot

 

 

Name: Theodore W. Ullyot

 

 

Title: EVP & General Counsel

 

 

 

 

 

ESL INVESTORS, L.L.C.

 

 

 

 

By:

RBS Partners, L.P., as its managing member

 

 

 

 

By:

ESL Investments, Inc., as its general partner

 

 

 

 

By:

/s/ Theodore W. Ullyot

 

 

Name: Theodore W. Ullyot

 

 

Title: EVP & General Counsel

 

 

 

 

 

ACRES PARTNERS, L.P.

 

 

 

 

By:

ESL Investments, Inc., as its general partner

 

 

 

 

By:

/s/ Theodore W. Ullyot

 

 

Name: Theodore W. Ullyot

 

 

Title: EVP & General Counsel

 

13



 

 

 

RBS INVESTMENT MANAGEMENT, L.L.C.

 

 

 

 

By:

ESL Investments, Inc., as its manager

 

 

 

 

By:

/s/ Theodore W. Ullyot

 

 

Name: Theodore W. Ullyot

 

 

Title: EVP & General Counsel

 

 

 

 

 

RBS PARTNERS, L.P.

 

 

 

 

By:

ESL Investments, Inc., as its general partner

 

 

 

 

By:

/s/ Theodore W. Ullyot

 

 

Name: Theodore W. Ullyot

 

 

Title: EVP & General Counsel

 

 

 

 

 

ESL INVESTMENTS, INC.

 

 

 

 

By:

/s/ Theodore W. Ullyot

 

 

Name: Theodore W. Ullyot

 

 

Title: EVP & General Counsel

 

 

 

 

 

EDWARD S. LAMPERT

 

 

 

 

 

/s/ Edward S. Lampert

 

 

Edward S. Lampert

 

14



 

SCHEDULE I

 

                The names, business addresses, present principal occupations, and citizenship of the directors and executive officers of ESL Investments, Inc. are set forth below.  If no address is given, the director’s or executive officer’s principal business address is 200 Greenwich Avenue, Greenwich, CT 06830. Unless otherwise indicated, each occupation set forth opposite an individual’s name refers to ESL Investments, Inc.

 

Name and Business Address

 

Principal Occupation

 

Citizenship

 

 

 

 

 

Edward S. Lampert

 

Director, Chairman and Chief
Executive Officer

 

United States

 

 

 

 

 

William C. Crowley

 

President and Chief
Operating Officer

 

United States

 

 

 

 

 

Theodore W. Ullyot

 

Executive Vice President and
General Counsel

 

United States

 

 

 

 

 

Adrian J. Maizey

 

Chief Financial Officer

 

United Kingdom and South Africa

 

15



 

ANNEX A

 

RECENT TRANSACTIONS BY THE FILING PERSONS IN THE SECURITIES OF AUTOZONE, INC.

 

Entity

 

Date of
Transaction

 

Nature of
Transaction

 

Number of Shares
of Common Stock

 

Price per
Share

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

100

 

$

115.31

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

1,200

 

$

115.32

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

5,800

 

$

115.35

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

2,700

 

$

115.4

ESL Partners, L.P.

 

4/8/2008

 

open market

purchase

 

100

 

$

115.41

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

700

 

$

115.44

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

900

 

$

115.45

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

7,400

 

$

115.5

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

600

 

$

115.51

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

1,000

 

$

115.52

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

2,000

 

$

115.53

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

3,100

 

$

115.55

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

1,000

 

$

115.56

ESL Partners, L.P.

 

4/8/2008

 

open market

purchase

 

1,000

 

$

115.59

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

400

 

$

115.62

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

1,900

 

$

115.64

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

2,000

 

$

115.65

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

1,100

 

$

115.66

 

16



 

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

300

 

$

115.67

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

600

 

$

115.68

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

2,300

 

$

115.7

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

500

 

$

115.71

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

800

 

$

115.72

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

1,500

 

$

115.73

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

17,700

 

$

115.75

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

900

 

$

115.78

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

1,000

 

$

115.8

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

2,000

 

$

115.85

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

100

 

$

115.88

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

400

 

$

115.89

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

3,700

 

$

115.9

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

300

 

$

115.91

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

3,000

 

$

115.93

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

200

 

$

115.94

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

19,000

 

$

115.95

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

200

 

$

115.96

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

800

 

$

115.97

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

2,100

 

$

115.99

ESL Partners, L.P.

 

4/8/2008

 

open market
purchase

 

33,700

 

$

116

 

17



 

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

500

 

$

113.68

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

300

 

$

113.74

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

3,400

 

$

113.82

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

300

 

$

113.86

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

1,200

 

$

113.89

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

2,000

 

$

113.9

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

300

 

$

113.92

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

2,800

 

$

113.93

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

2,000

 

$

113.95

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

500

 

$

113.98

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

4,900

 

$

113.99

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

12,300

 

$

114

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

8,200

 

$

114.15

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

800

 

$

114.17

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

3,000

 

$

114.2

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

200

 

$

114.21

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

3,000

 

$

114.22

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

1,200

 

$

114.23

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

2,800

 

$

114.25

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

8,800

 

$

114.3

 

18



 

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

2,200

 

$

114.32

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

2,400

 

$

114.33

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

6,700

 

$

114.35

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

500

 

$

114.38

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

4,200

 

$

114.39

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

7,000

 

$

114.4

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

6,100

 

$

114.42

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

100

 

$

114.43

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

5,700

 

$

114.44

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

4,000

 

$

114.45

ESL Partners, L.P.

 

4/9/2008

 

open market

purchase

 

600

 

$

114.46

ESL Partners, L.P.

 

4/9/2008

 

open market

purchase

 

2,600

 

$

114.48

ESL Partners, L.P.

 

4/9/2008

 

open market

purchase

 

15,900

 

$

114.5

ESL Partners, L.P.

 

4/9/2008

 

open market

purchase

 

6,000

 

$

114.6

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

10,000

 

$

114.7

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

200

 

$

114.73

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

2,000

 

$

114.75

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

3,500

 

$

114.78

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

2,000

 

$

114.8

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

500

 

$

114.84

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

3,100

 

$

114.85

 

19



 

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

1,200

 

$

114.89

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

2,000

 

$

114.9

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

1,100

 

$

115.57

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

2,000

 

$

115.65

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

4,000

 

$

115.7

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

200

 

$

115.72

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

4,000

 

$

115.75

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

4,000

 

$

115.8

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

1,400

 

$

115.87

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

3,000

 

$

115.9

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

1,000

 

$

115.95

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

300

 

$

115.96

ESL Partners, L.P.

 

4/9/2008

 

open market
purchase

 

4,000

 

$

116

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

600

 

$

114.15

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

1,200

 

$

114.17

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

1,000

 

$

114.2

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

1,000

 

$

114.25

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

1,000

 

$

114.3

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

1,100

 

$

114.31

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

3,200

 

$

114.35

 

20



 

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

1,000

 

$

114.4

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

1,000

 

$

114.45

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

2,100

 

$

114.5

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

900

 

$

115

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

100

 

$

115.14

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

100

 

$

115.22

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

3,100

 

$

115.27

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

4,200

 

$

115.35

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

2,000

 

$

115.4

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

2,700

 

$

115.46

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

600

 

$

115.47

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

1,400

 

$

115.5

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

100

 

$

115.68

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

2,400

 

$

115.71

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

100

 

$

115.72

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

2,800

 

$

115.75

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

300

 

$

115.87

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

100

 

$

115.94

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

200

 

$

116.47

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

5,800

 

$

116.5

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

8,700

 

$

116.53

 

21



 

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

2,300

 

$

116.54

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

2,300

 

$

116.55

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

5,000

 

$

116.56

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

1,700

 

$

116.57

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

1,400

 

$

116.58

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

11,700

 

$

116.6

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

100

 

$

116.61

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

700

 

$

116.63

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

1,000

 

$

116.64

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

5,100

 

$

116.65

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

400

 

$

116.66

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

700

 

$

116.67

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

3,300

 

$

116.68

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

1,800

 

$

116.7

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

13,600

 

$

116.75

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

500

 

$

116.77

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

1,700

 

$

116.79

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

5,200

 

$

116.8

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

1,800

 

$

116.84

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

8,100

 

$

116.85

 

22



 

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

5,500

 

$

116.86

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

100

 

$

116.88

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

4,200

 

$

116.89

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

12,000

 

$

116.9

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

100

 

$

116.91

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

100

 

$

116.92

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

300

 

$

116.93

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

1,700

 

$

116.94

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

11,900

 

$

116.95

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

2,000

 

$

116.96

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

1,900

 

$

116.98

ESL Partners, L.P.

 

4/10/2008

 

open market
purchase

 

15,000

 

$

117

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

822

 

$

117.08

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

2,904

 

$

117.15

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

600

 

$

117.17

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

26

 

$

117.21

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

500

 

$

117.22

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

1,550

 

$

117.23

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

13,200

 

$

117.24

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

17,891

 

$

117.25

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

17,487

 

$

117.26

 

23



 

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

3,723

 

$

117.27

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

2,200

 

$

117.28

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

4,400

 

$

117.29

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

12,328

 

$

117.3

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

1,600

 

$

117.31

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

8,229

 

$

117.33

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

300

 

$

117.34

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

13,400

 

$

117.35

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

901

 

$

117.37

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

702

 

$

117.39

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

18,666

 

$

117.4

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

7,207

 

$

117.41

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

200

 

$

117.44

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

22,801

 

$

117.45

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

197

 

$

117.46

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

200

 

$

117.47

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

5,478

 

$

117.48

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

1,100

 

$

117.49

ESL Partners, L.P.

 

4/11/2008

 

open market
purchase

 

13,388

 

$

117.5

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

200

 

$

117.03

 

24



 

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

9,900

 

$

117.04

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

200

 

$

117.06

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

1,500

 

$

117.13

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

1,200

 

$

117.21

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

1,600

 

$

117.22

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

1,991

 

$

117.24

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

13,834

 

$

117.25

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

9,898

 

$

117.26

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

800

 

$

117.27

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

300

 

$

117.28

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

1,000

 

$

117.29

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

1,700

 

$

117.3

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

1,605

 

$

117.33

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

1,200

 

$

117.35

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

1,302

 

$

117.38

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

100

 

$

117.39

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

300

 

$

117.4

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

100

 

$

117.42

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

800

 

$

117.46

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

1,170

 

$

117.49

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

41,800

 

$

117.5

 

25



 

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

800

 

$

117.59

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

20,014

 

$

117.6

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

986

 

$

117.66

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

21,266

 

$

117.75

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

100

 

$

117.905

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

100

 

$

117.94

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

19,900

 

$

117.95

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

1,924

 

$

117.96

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

410

 

$

117.97

ESL Partners, L.P.

 

4/14/08

 

open market
purchase

 

5,000

 

$

118

 

26



 

EXHIBIT INDEX

 

Exhibit 3

 

Joint Filing Agreement, dated April 14, 2008, by and among ESL Partners, L.P., ESL Institutional Partners, L.P., ESL Investors, L.L.C., Acres Partners, L.P., RBS Investment Management, L.L.C., RBS Partners, L.P., ESL Investments, Inc. and Edward S. Lampert.

 

 

27