1 SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13D UNDER THE SECURITIES EXCHANGE ACT OF 1934 Heritage Propane Partners, L.P. - -------------------------------------------------------------------------------- (Name of Issuer) Common Units - -------------------------------------------------------------------------------- (Title of Class of Securities) 426918 - -------------------------------------------------------------------------------- (CUSIP Number) Royston K. Eustace Vice President of U. S. Propane, L.L.C. 702 N. Franklin Street Tampa, Florida 33602 Attention: TECO Propane Ventures, L.L.C. (813) 221-4942 - -------------------------------------------------------------------------------- (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications) August 10, 2000 - -------------------------------------------------------------------------------- (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 Rule 13d-1(e), Rule 13d-1(f) or Rule 13d-1(g), check the following box [ ]. NOTE: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See Rule 13d-7(b) 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).
2 SCHEDULE 13D - -------------------------- ------------------ CUSIP NO. 426918 PAGE 2 OF 42 PAGES - -------------------------- ------------------ - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON U.S. Propane, L.P. - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* OO; see Item 3 - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER -0- ------------------------------------------------ NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY 4,373,720 Common Units OWNED BY ------------------------------------------------ EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON -0- WITH ------------------------------------------------ 10 SHARED DISPOSITIVE POWER 4,373,720 Common Units - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 4,373,720 Common Units - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 37.7% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON PN - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT!
3 SCHEDULE 13D - -------------------------- ------------------ CUSIP NO. 426918 PAGE 3 OF 42 PAGES - -------------------------- ------------------ - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON U.S. Propane, L.L.C. - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* OO; see Item 3 - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER -0- ----------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY 4,373,720 Common Units OWNED BY ----------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON -0- WITH ----------------------------------------------- 10 SHARED DISPOSITIVE POWER 4,373,720 Common Units - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 4,373,720 Common Units - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 37.7% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON HC, limited liability company - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT!
4 SCHEDULE 13D - -------------------------- ------------------ CUSIP NO. 426918 PAGE 4 OF 42 PAGES - -------------------------- ------------------ - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON AGL Resources Inc. 58-2210952 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* OO; see Item 3 - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Georgia - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER -0- ----------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY 4,373,720 Common Units OWNED BY ----------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON -0- WITH ----------------------------------------------- 10 SHARED DISPOSITIVE POWER 4,373,720 Common Units - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 4,373,720 Common Units - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 37.7% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON HC, CO - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT!
5 SCHEDULE 13D - -------------------------- ------------------ CUSIP NO. 426918 PAGE 5 OF 42 PAGES - -------------------------- ------------------ - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON AGL Investments, Inc. - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* OO; see Item 3 - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Georgia - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER -0- NUMBER OF ----------------------------------------------- SHARES 8 SHARED VOTING POWER BENEFICIALLY OWNED BY 4,373,720 Common Units EACH ----------------------------------------------- REPORTING 9 SOLE DISPOSITIVE POWER PERSON WITH -0- ----------------------------------------------- 10 SHARED DISPOSITIVE POWER 4,373,720 Common Units - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 4,373,720 Common Units - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 37.7% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON HC, CO - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT!
6 SCHEDULE 13D - -------------------------- ------------------ CUSIP NO. 426918 PAGE 6 OF 42 PAGES - -------------------------- ------------------ - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON AGL Energy Corporation - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* OO; see Item 3 - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER -0- ----------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY 4,373,720 Common Units OWNED BY ----------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON -0- WITH ----------------------------------------------- 10 SHARED DISPOSITIVE POWER 4,373,720 Common Units - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 4,373,720 Common Units* - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 37.7% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON HC, CO - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! *AGL Energy Corporation owns 22.36% of the member interests of U.S. Propane, L.L.C., which is the general partner of U.S. Propane, L.P. In turn, U.S. Propane, L.L.C. owns a .01% general partner interest in U.S. Propane L.P. AGL Propane Services, Inc., which is a sister subsidiary of AGL Energy Corporation, owns 22.36% of the limited partnership interests in U.S. Propane, L.P., which are the Common Units reported herein.
7 SCHEDULE 13D - -------------------------- ------------------ CUSIP NO. 426918 PAGE 7 OF 42 PAGES - -------------------------- ------------------ - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON AGL Propane Services, Inc. - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* OO; see Item 3 - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER -0- ----------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY 4,373,720 Common Units OWNED BY ----------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON -0- WITH ----------------------------------------------- 10 SHARED DISPOSITIVE POWER 4,373,720 Common Units - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 4,373,720 Common Units - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 37.7% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON HC, CO - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT!
8 SCHEDULE 13D - -------------------------- ------------------ CUSIP NO. 426918 PAGE 8 OF 42 PAGES - -------------------------- ------------------ - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Atmos Energy Corporation 75-1743247 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* OO; see Item 3 - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Texas, Virginia - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER -0- ------------------------------------------------ NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY 4,373,720 Common Units OWNED BY ------------------------------------------------ EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON -0- WITH ------------------------------------------------ 10 SHARED DISPOSITIVE POWER 4,373,720 Common Units - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 4,373,720 Common Units - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 37.7% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON HC, CO - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT!
9 SCHEDULE 13D - -------------------------- ------------------ CUSIP NO. 426918 PAGE 9 OF 42 PAGES - -------------------------- ------------------ - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON United Cities Propane Gas, Inc. - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* OO; see Item 3 - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Tennessee - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER -0- ----------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY 4,373,720 Common Units OWNED BY ----------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON -0- WITH ----------------------------------------------- 10 SHARED DISPOSITIVE POWER 4,373,720 Common Units - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 4,373,720 Common Units - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 37.7% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON CO - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT!
10 SCHEDULE 13D - -------------------------- ------------------- CUSIP NO. 426918 PAGE 10 OF 42 PAGES - -------------------------- ------------------- - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON TECO Energy, Inc. 59-2052286 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* OO; see Item 3 - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Florida - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER -0- ----------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY 4,373,720 Common Units OWNED BY ----------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON -0- WITH ----------------------------------------------- 10 SHARED DISPOSITIVE POWER 4,373,720 Common Units - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 4,373,720 Common Units - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 37.7% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON HC, CO - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT!
11 SCHEDULE 13D - -------------------------- ------------------- CUSIP NO. 426918 PAGE 11 OF 42 PAGES - -------------------------- ------------------- - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON TECO Propane Ventures, LLC - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* OO; see Item 3 - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER -0- ----------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY 4,373,720 Common Units OWNED BY ----------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON -0- WITH ----------------------------------------------- 10 SHARED DISPOSITIVE POWER 4,373,720 Common Units - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 4,373,720 Common Units - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 37.7% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON HC, limited liability company - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT!
12 SCHEDULE 13D - -------------------------- ------------------- CUSIP NO. 426918 PAGE 12 OF 42 PAGES - -------------------------- ------------------- - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Piedmont Natural Gas Company, Inc. 56-0556998 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* OO; see Item 3 - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION North Carolina - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER -0- ----------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY 4,373,720 Common Units OWNED BY ----------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON -0- WITH ----------------------------------------------- 10 SHARED DISPOSITIVE POWER 4,373,720 Common Units - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 4,373,720 Common Units - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 37.7% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON HC, CO - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT!
13 SCHEDULE 13D - -------------------------- ------------------- CUSIP NO. 426918 PAGE 13 OF 42 PAGES - -------------------------- ------------------- - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON PNG Energy Company 56-1117061 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* OO; see Item 3 - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION North Carolina - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER -0- ----------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY 4,373,720 Common Units OWNED BY ----------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON -0- WITH ----------------------------------------------- 10 SHARED DISPOSITIVE POWER 4,373,720 Common Units - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 4,373,720 Common Units - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 37.7% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON HC, CO - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT!
14 SCHEDULE 13D - -------------------------- ------------------- CUSIP NO. 426918 PAGE 14 OF 42 PAGES - -------------------------- ------------------- - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Piedmont Propane Company 56-1594468 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* 00; see Item 3 - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e) [ ] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION North Carolina - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER -0- ----------------------------------------------- NUMBER OF 8 SHARED VOTING POWER SHARES BENEFICIALLY 4,373,720 Common Units OWNED BY ----------------------------------------------- EACH 9 SOLE DISPOSITIVE POWER REPORTING PERSON -0- WITH ----------------------------------------------- 10 SHARED DISPOSITIVE POWER 4,373,720 Common Units - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 4,373,720 Common Units - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* [ ] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 37.7% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON CO - -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT!
15 PAGE 15 OF 42 PAGES ORIGINAL REPORT ON SCHEDULE 13D Item 1. Security and Issuer This statement on Schedule 13D is being filed by U.S. Propane, L.L.C. and U.S. Propane, L.P., and by AGL Resources Inc., AGL Investments, Inc., AGL Energy Corporation, AGL Propane Services, Inc., Atmos Energy Corporation, United Cities Propane Gas, Inc., TECO Energy, Inc., TECO Propane Ventures, LLC, Piedmont Natural Gas Company, Inc., PNG Energy Company and Piedmont Propane Company (collectively, the "Reporting Persons"), under ownership of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). This statement relates to the common limited partner interests (the "Common Units"), of Heritage Propane Partners, L.P., a Delaware limited partnership (the "Partnership"), which has its principal executive offices at 8801 South Yale Avenue, Suite 310, Tulsa, Oklahoma 74137. Item 2. Identity and Background (a) - (b) The information required to be filed in response to paragraphs (a) and (b) of Item 2 with respect to the Reporting Persons is set forth on Schedule I. (c) The information required to be filed in response to paragraph (c) of Item 2 with respect to the Reporting Persons is as follows: 1. U.S. Propane, L.P. owns 100% of the common stock of Heritage Holdings, Inc., the general partner of the Issuer. 2. U.S. Propane, L.L.C. is the general partner of U.S. Propane, L.P. 3. The members of U.S. Propane, L.L.C. are AGL Energy Corporation, which has a 22.36% member interest , United Cities Propane Gas, Inc., which has an 18.97% member interest , TECO Propane Ventures, LLC, which has a 37.98% member interest, and Piedmont Propane Company, which has a 20.69% member interest. 4. Each of AGL Energy Corporation and AGL Propane Services, Inc. are wholly owned subsidiaries of AGL Investments, Inc., which is a wholly owned subsidiary of AGL Resources Inc., a regional energy holding company with regulated distribution and energy marketing and energy services operations in the Southeast. AGL Propane Services, Inc. owns 22.36% of the limited partner interests in U.S. Propane, L.P. 5. United Cities Propane Gas, Inc. is a wholly owned subsidiary of Atmos Energy Corporation. Atmos Energy Corporation and its affiliates are principally engaged in the distribution and sale of natural gas to residential, commercial, industrial, agricultural, and other customers. United Cities Propane Gas, Inc., owns 18.97% of the limited partner interests in U.S. Propane, L.P. 6. TECO Propane Ventures, LLC is a wholly owned subsidiary of TECO Energy, Inc. TECO Energy, Inc. is a public utility holding company exempt from registration under the Public Utility Holding Company Act of 1935. TECO Propane Ventures, LLC, owns 37.98% of the limited partner interests in U.S. Propane, L.P. 7. Piedmont Propane Company is a wholly owned subsidiary of PNG Energy Company, which is a wholly owned subsidiary of Piedmont Natural Gas Company, Inc. Piedmont Natural Gas Company, Inc. and its affiliates are principally engaged in the distribution and sale of natural gas and the sale of propane to residential, commercial and industrial customers in North Carolina,
16 PAGE 16 OF 42 PAGES South Carolina and Tennessee. Piedmont Propane Company owns 20.69% of the limited partner interests in U.S. Propane, L.P. (d) During the last five years, none of the Reporting Persons have been convicted in a criminal proceeding (excluding traffic violations or similar misdemeanors), except for such misdemeanor pleas and proceedings as may be disclosed with respect to Gatliff Coal Company, an indirect, wholly owned subsidiary of TECO Energy, Inc., in the public filings of TECO Energy, Inc., under the Securities Exchange Act of 1934. (e) During the last five years, none of the Reporting Persons have been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction as a result of which any of such person was or is subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws. (f) The information required to be filed in response to paragraph (f) of Item 2 with respect to the Reporting Persons is set forth on Schedule I. Item 3. Source and Amount of Funds or Other Consideration The Reporting Persons acquired beneficial ownership of an aggregate of 4,373,720 Common Units (after giving effect to the conversion of 1,851,471 currently outstanding Subordinated Units) on August 10, 2000. Of the units reported, 372,392 Common Units were acquired directly by U.S. Propane, L.P., and 2,149,857 Common Units and 1,851,471 Subordinated Units are owned indirectly by U.S. Propane, L.P., as a result of the purchase of all of the common stock of Heritage Holdings, Inc., the general partner of the Partnership, pursuant to a Stock Purchase Agreement attached to this Schedule as Exhibit A. The units were acquired with funds received by U.S. Propane, L.P., in exchange for the contribution of certain of the Reporting Persons' propane assets to Heritage Operating, L.P., a Delaware limited partnership, pursuant to a Contribution Agreement attached to this Schedule as Exhibit C. The funds used for the acquisition of the propane assets of the Reporting Persons were provided by borrowings of Heritage Operating L.P. Item 4. Purpose of Transaction The Reporting Persons acquired the Common Units reported herein for the purpose of investment. Through control of Heritage Holdings, Inc. (or its successor), the Reporting Persons may be deemed to control the Partnership and its subsidiaries. The Reporting Persons may make additional purchases of Common Units either in the open market or in private transactions depending on the Partnership's business, prospects and financial condition, the market for the Common Units, general economic conditions, money and stock market conditions and other future developments. The individuals named on Appendix B as directors of U.S. Propane, L.L.C., have been named to the Board of Directors of Heritage Holdings, Inc. Item 5. Interest in Securities of the Company (a) Approximately 9,745,071 Common Units and 1,851,471 Subordinated Units were outstanding as of August 10, 2000. The Reporting Persons are deemed to be the beneficial owners of 4,373,720 units, 1,851,471 of which are Subordinated Units but may convert into Common Units automatically upon the satisfaction of certain conditions. The units will constitute approximately 37.7% of the total issued and outstanding 11,596,542 Common Units when all Subordinated Units have been converted. (b) The number of Common Units as to which there is shared power to vote or to direct the vote or shared power to dispose or direct the disposition for the Reporting Persons is set forth on the cover pages of this Statement on Schedule 13D, and such information is incorporated herein by reference.
17 PAGE 17 OF 42 PAGES (c) There have been no reportable transactions with respect to the Common Units within the last 60 days by the Reporting Persons except for the acquisition of beneficial ownership of units being reported on this Schedule 13D. (d) The Reporting Persons have the right, directly or indirectly (through U.S. Propane, L.P.), to receive distributions from, and the proceeds from the sale of, its respective percentage (provided in Item 2(c)) of the respective Common Units reported by such persons on the cover pages of this Statement on Schedule 13D. (e) Not applicable. Item 6. Contracts, Arrangements, Understandings or Relationships with respect to Securities of the Company Of the Common Units reported by the Reporting Persons, 372,392 Common Units were acquired in a private placement and are restricted securities. Certain registration rights granted by the Partnership and to which the Partnership is entitled are set forth in the Amended and Restated Agreement of Limited Partnership of the Partnership. The stockholders of Heritage Holdings, Inc., the general partner of the Partnership, entered into a Stock Purchase Agreement with U.S. Propane, L.P., dated June 15, 2000, a copy of which is attached to this Schedule as Exhibit C. Pursuant to the Stock Purchase Agreement, U.S. Propane, L.P. purchased all of the shares of capital stock of the general partner of the Partnership, which owns 2,149,857 Common Units and 1,857,471 Subordinated Units in the Partnership (the "General Partner Units"), for approximately $120 million and certain net worth assets. Through control of Heritage Holdings, Inc. (or its successor), the Reporting Persons own the General Partner Units and may be deemed to control the Partnership and its subsidiaries. The Common Units owned by U.S. Propane, L.P. will be voted as directed by each member of U.S. Propane, L.L.C. in proportion to its respective percentage (as described in Item 2(c)). The Partnership has agreed to seek approval of the holders of the Common Units for the admission of U.S. Propane, L.P., as general partner of the Partnership. Item 7. Material to be filed as Exhibits Exhibit A -- Stock Purchase Agreement, dated as of June 15, 2000. Exhibit B -- Amendment No. 1 to Stock Purchase Agreement. Exhibit C -- Contribution Agreement, dated as of June 15, 2000. Exhibit D -- Amendment No. 1 to the Contribution Agreement. Exhibit E -- Joint Filing Agreement, dated August 18, 2000.
18 PAGE 18 OF 42 PAGES SIGNATURE After reasonable inquiry and to the best of our knowledge and belief, the undersigned certify that the information set forth in this statement is true, complete and correct. Date: August 18, 2000 U.S. PROPANE, L.P. By: U.S. Propane, L.L.C., as general partner By: /s/ Mark D. Caudill --------------------------------------- Name: Mark D. Caudill --------------------------------------- Title: Secretary -------------------------------------- U.S. PROPANE, L.L.C. By: /s/ Mark D. Caudill --------------------------------------- Name: Mark D. Caudill --------------------------------------- Title: Secretary --------------------------------------
19 PAGE 19 OF 42 PAGES AGL RESOURCES INC. By: /s/ Paul R. Shlanta ----------------------------------------- Name: Paul R. Shlanta --------------------------------------- Title: Senior Vice President -------------------------------------- AGL INVESTMENTS, INC. By: /s/ Donald Weinstein ----------------------------------------- Name: Donald Weinstein --------------------------------------- Title: CFO & Treasurer -------------------------------------- AGL ENERGY CORPORATION By: /s/ Paul R. Shlanta ----------------------------------------- Name: Paul R. Shlanta --------------------------------------- Title: President -------------------------------------- AGL PROPANE SERVICES, INC. By: /s/ Paul R. Shlanta ----------------------------------------- Name: Paul R. Shlanta --------------------------------------- Title: President --------------------------------------
20 PAGE 20 OF 42 PAGES ATMOS ENERGY CORPORATION By: /s/ Tom S. Hawkins, Jr. ----------------------------------------- Name: Tom S. Hawkins, Jr. --------------------------------------- Title: Vice President, Budget and Planning -------------------------------------- UNITED CITIES PROPANE GAS, INC. By: /s/ Tom S. Hawkins, Jr. ----------------------------------------- Name: Tom S. Hawkins, Jr. --------------------------------------- Title: Vice President and Chief Financial Officer --------------------------------------
21 PAGE 21 OF 42 PAGES TECO ENERGY, INC. By: /s/ David E. Schwartz ----------------------------------------- Name: David E. Schwartz --------------------------------------- Title: Secretary -------------------------------------- TECO PROPANE VENTURES, LLC By: /s/ David E. Schwartz ----------------------------------------- Name: David E. Schwartz --------------------------------------- Title: Secretary --------------------------------------
22 PAGE 22 OF 42 PAGES PIEDMONT NATURAL GAS COMPANY, INC. By: /s/ David J. Dzuricky ----------------------------------------- Name: David J. Dzuricky --------------------------------------- Title: Senior Vice President and Chief Financial Officer -------------------------------------- PNG ENERGY COMPANY By: /s/ David J. Dzuricky ----------------------------------------- Name: David J. Dzuricky --------------------------------------- Title: Vice President -------------------------------------- PNG ENERGY COMPANY By: /s/ David J. Dzuricky ----------------------------------------- Name: David J. Dzuricky --------------------------------------- Title: Vice President -------------------------------------- PIEDMONT PROPANE COMPANY By: /s/ David J. Dzuricky ----------------------------------------- Name: David J. Dzuricky --------------------------------------- Title: Vice President --------------------------------------
23 PAGE 23 OF 42 PAGES SCHEDULE I STATE OF NAME FORMATION BUSINESS ADDRESS ---- --------- ---------------- U.S. Propane, L.P. Delaware 702 North Franklin Street Tampa, Florida 33602 Attn: TECO Propane Ventures, LLC U.S. Propane, L.L.C. Delaware 702 North Franklin Street Tampa, Florida 33602 Attn: TECO Propane Ventures, LLC AGL Resources Inc. Georgia 817 West Peachtree Street, N.W. Atlanta, Georgia 30308 AGL Investments, Inc. Georgia 817 West Peachtree Street, N.W. Atlanta, Georgia 30308 AGL Energy Corporation Delaware 300 Delaware Avenue, Suite 900 Wilmington, Delaware 19801 AGL Propane Services, Inc. Delaware 300 Delaware Avenue, Suite 900 Wilmington, Delaware 19801 Atmos Energy Corporation Texas and Virginia Three Lincoln Centre, Suite 1800 5430 LBJ Freeway Dallas, Texas 75240 United Cities Propane Gas, Inc. Tennessee 150 S.E. Parkway Franklin, Tennessee 37068 TECO Energy, Inc. Florida TECO Plaza 702 North Franklin Street Tampa, Florida 33602 TECO Propane Ventures, LLC Delaware TECO Plaza 702 North Franklin Street Tampa, Florida 33602 Piedmont Natural Gas Company, Inc. North Carolina 100 Forsyth Hall Drive, Suite E Charlotte, North Carolina 28273 PNG Energy Company North Carolina 1915 Rexford Road Charlotte, North Carolina 28211 Piedmont Propane Company North Carolina 1915 Rexford Road Charlotte, North Carolina 28211
24 PAGE 24 OF 42 PAGES APPENDIX A Executive Officers and Directors of U.S. Propane, L.P. NAME TITLE None. See Executive Directors of U.S. Propane, L.L.C.
25 PAGE 25 OF 42 PAGES APPENDIX B Executive Officers and Directors of U.S. Propane, L.L.C. (1)(2)(3) NAME TITLE ---- ----- Royston K. Eustace Vice President Tom S. Hawkins, Jr. Vice President Mark D. Caudill Secretary Clayton H. Preble Director Paul R. Shlanta Director Tom S. Hawkins, Jr. Director John P. Reddy Director William N. Cantrell Director Royston K. Eustace Director Ware Schiefer Director David Dzuricky Director Each of the foregoing persons is a United States citizen. The principal business address of each such persons is 702 North Franklin Street, Tampa, Florida 33602, except as otherwise noted above, and the present principal occupation or employment of each such person is serving as an employee of U.S. Propane, L.L.C., except as otherwise noted above. (1) During the last five years, none of the named directors or executive officers of U.S. Propane, L.L.C. has been convicted in a criminal proceeding. (2) During the last five years, none of the named directors or executive officers of U.S. Propane, L.L.C. has been a party to a civil proceeding (excluding traffic violations and similar misdemeanors), the result of which was or is to enjoin future violations of, or prohibit or mandate activities subject to, federal or state securities laws or a civil proceeding finding any violation with respect to such laws. (3) Each director and executive officer of U.S. Propane, L.L.C. is a U.S. citizen.
26 PAGE 26 OF 42 PAGES APPENDIX C Executive Officers and Directors of AGL Resources Inc. (1)(2)(3) NAME TITLE ---- ----- Paula G. Rosput Chief Executive Officer and President (Principal Executive Officer); Chairman, Chief Executive Officer, President and Chief Operating Officer of Atlanta Gas Light Company Michele H. Collins Senior Vice President and Chief Administrative and Technology Officer Clayton H. Preble Senior Vice President Marketing, Communications, and External Relations Paul R. Shlanta Senior Vice President and General Counsel Donald P. Weinstein Senior Vice President and Chief Financial Officer (Principal Accounting and Financial Officer) Frank Barron, Jr. Director Otis A. Brumby, Jr. Director Robert S. Jepson, Jr. Director Wyck A. Knox, Jr. Director Dennis M. Love Director D. Raymond Riddle Director Paula G. Rosput Director Dr. Betty L. Siegel Director Ben J. Tarbutton, Jr. Director Felker W. Ward, Jr. Director Each of the foregoing persons is a United States citizen. The principal business address of each such persons is 817 West Peachtree Street, N.W., Atlanta, Georgia 30308, except as otherwise noted above, and the present principal occupation or employment of each such person is serving as an employee of AGL Resources Inc., except as otherwise noted above. (1) During the last five years, none of the named directors or executive officers of AGL Resources Inc. has been convicted in a criminal proceeding. (2) During the last five years, none of the named directors or executive officers of AGL Resources Inc. has been a party to a civil proceeding (excluding traffic violations and similar misdemeanors), the result of which was or is to enjoin future violations of, or prohibit or mandate activities subject to, federal or state securities laws or a civil proceeding finding any violation with respect to such laws. (3) Each director and executive officer of AGL Resources Inc. is a U.S. citizen.
27 PAGE 27 OF 42 PAGES APPENDIX D Executive Officers and Directors of AGL Investments, Inc. (1)(2)(3) NAME TITLE ---- ----- Paula G. Rosput President Donald P. Weinstein Chief Financial Officer and Treasurer Michele H. Collins Director Paula G. Rosput Director Paul R. Shlanta Director Donald P. Weinstein Director Each of the foregoing persons is a United States citizen. The principal business address of each such persons is 817 West Peachtree Street, N.W., Atlanta, Georgia 30308, except as otherwise noted above, and the present principal occupation or employment of each such person is serving as an employee of AGL Investments, Inc., except as otherwise noted above. (1) During the last five years, none of the named directors or executive officers of AGL Investments, Inc. has been convicted in a criminal proceeding. (2) During the last five years, none of the named directors or executive officers of AGL Investments, Inc. has been a party to a civil proceeding (excluding traffic violations and similar misdemeanors), the result of which was or is to enjoin future violations of, or prohibit or mandate activities subject to, federal or state securities laws or a civil proceeding finding any violation with respect to such laws. (3) Each director and executive officer of AGL Investments, Inc. is a U.S. citizen.
28 PAGE 28 OF 42 PAGES APPENDIX E Executive Officers and Directors of AGL Energy Corporation (1)(2)(3) NAME TITLE ---- ----- Paul R. Shlanta President Paul R. Shlanta Director Gwen Martini-Bolada Director Francis B. Jacobs, II Director Each of the foregoing persons is a United States citizen. The principal business address of each such persons is 300 Delaware Avenue, Suite 900, Wilmington, Delaware 19801, except as otherwise noted above, and the present principal occupation or employment of each such person is serving as an employee of AGL Energy Corporation, except as otherwise noted above. (1) During the last five years, none of the named directors or executive officers of AGL Energy Corporation has been convicted in a criminal proceeding. (2) During the last five years, none of the named directors or executive officers of AGL Energy Corporation has been a party to a civil proceeding (excluding traffic violations and similar misdemeanors), the result of which was or is to enjoin future violations of, or prohibit or mandate activities subject to, federal or state securities laws or a civil proceeding finding any violation with respect to such laws. (3) Each director and executive officer of AGL Energy Corporation is a U.S. citizen.
29 PAGE 29 OF 42 PAGES APPENDIX F Executive Officers and Directors of AGL Propane Services, Inc. (1)(2)(3) NAME TITLE ---- ----- Paul R. Shlanta President Paul R. Shlanta Director Gwen Martini-Bolado Director Joan L. Dobrzynski Director Each of the foregoing persons is a United States citizen. The principal business address of each such persons is 300 Delaware Avenue, Suite 900, Wilmington, Delaware 19801, except as otherwise noted above, and the present principal occupation or employment of each such person is serving as an employee of AGL Propane Services, Inc., except as otherwise noted above. (1) During the last five years, none of the named directors or executive officers of AGL Propane Services, Inc. has been convicted in a criminal proceeding. (2) During the last five years, none of the named directors or executive officers of AGL Propane Services, Inc. has been a party to a civil proceeding (excluding traffic violations and similar misdemeanors), the result of which was or is to enjoin future violations of, or prohibit or mandate activities subject to, federal or state securities laws or a civil proceeding finding any violation with respect to such laws. (3) Each director and executive officer of AGL Propane Services, Inc. is a U.S. citizen.
30 PAGE 30 OF 42 PAGES APPENDIX G Executive Officers and Directors of Atmos Energy Corporation (1)(2)(3) POSITION WITH ATMOS PRIMARY POSITION AND ENTITY NAME ENERGY CORPORATION. (IF OTHER THAN ATMOS ENERGY CORPORATION) ---- ------------------- ---------------------------------------- Robert W. Best Chairman of the Board, President and Chief Executive Officer John P. Reddy Senior Vice President, Chief Financial Officer and Treasurer R. Earl Fischer Senior Vice President, Utility Operations Wynn D. McGregor Vice President, Human Resources Fred E. Meisenheimer Vice President and Controller Robert W. Best Director Chairman of the Board, President and Chief Executive Officer Travis W. Bain II Director President, Bain Enterprises Dan Busbee Director Independent Business Consultant Richard W. Cardin Director Consultant and Retired Partner of Arthur Andersen LLP Thomas J. Garland Director Chairman of the Tusculum Institute for Public Leadership and Policy Gene C. Koonce Director Formerly Chairman, President and CEO of United Cities Gas Company Vincent J. Lewis Director Senior Vice President, Legg Mason Wood Walker Inc. Dr. Thomas C. Meredith Director Chancellor of the University of Alabama System Phillip E. Nichol Director Senior Vice President and Branch Manager, PaineWebber Incorporated Carl S. Quinn Director General Partner, Quinn Oil Company Ltd. Charles K. Vaughan Director Formerly Chairman of the Board, Atmos Energy Corporation Richard Ware II Director President, Amarillo National Bank
31 PAGE 31 OF 42 PAGES Each of the foregoing persons is a United States citizen. The principal business address of each such persons is Three Lincoln Centre, 5430 LBJ Freeway, Suite 1800, Dallas, Texas 75240, except as otherwise noted above, and the present principal occupation or employment of each such person is serving as an employee of Atmos Energy Corporation, except as otherwise noted above. (1) During the last five years, none of the named directors or executive officers of Atmos Energy Corporation has been convicted in a criminal proceeding. (2) During the last five years, none of the named directors or executive officers of Atmos Energy Corporation has been a party to a civil proceeding (excluding traffic violations and similar misdemeanors), the result of which was or is to enjoin future violations of, or prohibit or mandate activities subject to, federal or state securities laws or a civil proceeding finding any violation with respect to such laws. (3) Each director and executive officer of Atmos Energy Corporation is a U.S. citizen.
32 PAGE 32 OF 42 PAGES APPENDIX H Executive Officers and Directors of United Cities Propane Gas, Inc. (1)(2)(3) NAME TITLE ---- ----- Robert W. Best President and Chief Executive Officer Tom S. Hawkins Vice President and Chief Financial Officer John P. Reddy Vice President and Treasurer Robert W. Best Chairman of the Board John P. Reddy Director Each of the foregoing persons is a United States citizen. The principal business address of each such persons is 150 S.E. Parkway, Franklin, Tennessee 37068, except as otherwise noted above, and the present principal occupation or employment of each such person is serving as an employee of United Cities Propane Gas, Inc., except as otherwise noted above. (1) During the last five years, none of the named directors or executive officers of United Cities Propane Gas, Inc. has been convicted in a criminal proceeding. (2) During the last five years, none of the named directors or executive officers of United Cities Propane Gas, Inc. has been a party to a civil proceeding (excluding traffic violations and similar misdemeanors), the result of which was or is to enjoin future violations of, or prohibit or mandate activities subject to, federal or state securities laws or a civil proceeding finding any violation with respect to such laws. (3) Each director and executive officer of United Cities Propane Gas, Inc. is a U.S. citizen.
33 PAGE 33 OF 42 PAGES APPENDIX I Executive Officers and Directors of TECO Energy, Inc. (1)(2)(3) POSITION WITH TECO PRIMARY POSITION AND ENTITY NAME ENERGY, INC. (IF OTHER THAN TECO ENERGY, INC.) ---- ------------------ --------------------------------- D. Ausley Director Chairman, Ausley & McMullen, Tallahassee, Florida S. L. Baldwin Director Private Investor, Tampa, Florida H. L. Culbreath Director Retired Chairman of the Board, TECO Energy, Inc. R. D. Fagan Director, Chairman of the Board, President and Chief Executive Officer J. L. Ferman, Jr. Director President, Ferman Motor Car Company, Inc., Tampa, Florida L. Guinot, Jr. Director Partner, Shapiro and Olander, P.A., Washington, D.C. T. L. Rankin Director Independent Investment Manager, Tampa, Florida W. P. Sovey Director Chairman of the Board, Newell Rubbermaid, Inc., Freeport, Illinois J. T. Touchton Director Managing Partner, The Witt-Touchton Company, Tampa, Florida J. A. Urquhart Director President, John A. Urquhart Associates, Fairfield, Connecticut and Senior Advisor to the Chairman, Enron Corp., Houston, Texas J. O. Welch, Jr. Director Retired Vice Chairman, RJR Nabisco, Inc. and Chairman, Nabisco Brands, Inc., East Hanover, New Jersey R. K. Eustace Senior Vice President-Business Development R. Lehfeldt Senior Vice President-External Affairs R. A. Dunn Vice President-Human Resources G. L. Gillette Vice President-Finance and Chief Financial Officer S. M. McDevitt Vice President-General Counsel W. N. Cantrell Executive Officer President, Peoples Gas System, Tampa, Florida R. E. Ludwig Executive Officer President, TECO Power Services Corporation, Tampa, Florida J. B. Ramil Executive Officer President, Tampa Electric Company, Tampa, Florida D. J. Rankin Executive Officer President, TECO Transport Corporation, Tampa, Florida J. J. Shackleford Executive Officer President, TECO Coal Corporation, Corbin, Kentucky Each of the foregoing persons is a United States citizen. The principal business address of each such persons is TECO Plaza, 702 North Franklin Street, Tampa, Florida 33602, except as otherwise noted above, and the present principal occupation or employment of each such person is serving as an employee of TECO Energy, Inc., except as otherwise noted above. (1) During the last five years, none of the named directors or executive officers of TECO Energy, Inc. has been convicted in a criminal proceeding. (2) During the last five years, none of the named directors or executive officers of TECO Energy, Inc. has been a party to a civil proceeding (excluding traffic violations and similar misdemeanors), the result of which was or is to enjoin future violations of, or prohibit or mandate activities subject to, federal or state securities laws or a civil proceeding finding any violation with respect to such laws. (3) Each director and executive officer of TECO Energy, Inc. is a U.S. citizen.
34 PAGE 34 OF 42 PAGES APPENDIX J Executive Officers and Directors of TECO Propane Ventures, LLC (1)(2)(3) POSITION WITH TECO PRIMARY POSITION AND ENTITY NAME PROPANE VENTURES, LLC (IF OTHER THAN TECO PROPANE VENTURES, LLC) ---- --------------------- ------------------------------------------ W. N. Cantrell President/Director President, Peoples Gas System, Tampa Electric Company, Tampa, Florida R. K. Eustace Vice President/Director Senior Vice President - Business Development, TECO Energy, Inc., Tampa, Florida G. L. Gillette Vice President and Vice President-Finance and Chief Financial Officer, TECO Treasurer/Director Energy, Inc., Tampa, Florida Each of the foregoing persons is a United States citizen. The principal business address of each such persons is TECO Plaza, 702 North Franklin Street, Tampa, Florida 33602, except as otherwise noted above, and the present principal occupation or employment of each such person is serving as an employee of TECO Propane Ventures, LLC., except as otherwise noted above. (1) During the last five years, none of the named directors or executive officers of TECO Propane Ventures, LLC has been convicted in a criminal proceeding. (2) During the last five years, none of the named directors or executive officers of TECO Propane Ventures, LLC has been a party to a civil proceeding (excluding traffic violations and similar misdemeanors), the result of which was or is to enjoin future violations of, or prohibit or mandate activities subject to, federal or state securities laws or a civil proceeding finding any violation with respect to such laws. (3) Each director and executive officer of TECO Propane Ventures, LLC is a U.S. citizen.
35 PAGE 35 OF 42 PAGES APPENDIX K Executive Officers and Directors of Piedmont Natural Gas Company, Inc. (1)(2)(3) NAME TITLE ---- ----- Ware F. Schiefer President and Chief Executive Officer David J. Dzuricky Senior Vice President and Chief Financial Officer Ray B. Killough Senior Vice President - Operations Thomas E. Skains Senior Vice President - Gas Supply & Services Ted C. Coble Vice President and Treasurer, and Assistant Secretary Barry L. Guy Vice President and Controller Richard A. Linville Vice President - Employee Relations Kevin A. O'Hara Vice President - Corporate Planning William R. Pritchard, Jr. Vice President and Chief Information Officer Martin C. Ruegsegger Vice President, Corporate Counsel and Secretary David L. Trusty Vice President - Marketing Ranelle Q. Warfield Vice President - Customer Services Jerry W. Amos Director C. M. Butler III Director Sam J. DiGiovanni Director John W. Harris Director D. Hayes Clement Director Muriel W. Helms Director John H. Maxheim Director Ned R. McWherter Director Walter S. Montgomery, Jr. Director Donald S. Russell, Jr. Director Ware F. Schiefer Director John E. Simkins, Jr. Director Each of the foregoing persons is a United States citizen. The principal business address of each such persons is 1915 Rexford Road, Charlotte, North Carolina 28211, except as otherwise noted above, and the present principal occupation or employment of each such person is serving as an employee of Piedmont Natural Gas Company, Inc., except as otherwise noted above. (1) During the last five years, none of the named directors or executive officers of Piedmont Natural Gas Company, Inc. has been convicted in a criminal proceeding. (2) During the last five years, none of the named directors or executive officers of Piedmont Natural Gas Company, Inc. has been a party to a civil proceeding (excluding traffic violations and similar misdemeanors), the result of which was or is to enjoin future violations of, or prohibit or mandate activities subject to, federal or state securities laws or a civil proceeding finding any violation with respect to such laws. (3) Each director and executive officer of Piedmont Natural Gas Company, Inc. is a U.S. citizen.
36 PAGE 36 OF 42 PAGES APPENDIX L Executive Officers and Directors of PNG Energy Company (1)(2)(3) NAME TITLE ---- ----- Ware F. Schiefer President/Director Thomas E. Skains Vice President/Director Charles W. Fleenor Vice President Kevin A. O'Hara Vice President Each of the foregoing persons is a United States citizen. The principal business address of each such persons is 1915 Rexford Road, Charlotte, North Carolina 28211, except as otherwise noted above, and the present principal occupation or employment of each such person is serving as an employee of PNG Energy Company, except as otherwise noted above. (1) During the last five years, none of the named directors or executive officers of PNG Energy Company has been convicted in a criminal proceeding. (2) During the last five years, none of the named directors or executive officers of PNG Energy Company has been a party to a civil proceeding (excluding traffic violations and similar misdemeanors), the result of which was or is to enjoin future violations of, or prohibit or mandate activities subject to, federal or state securities laws or a civil proceeding finding any violation with respect to such laws. (3) Each director and executive officer of PNG Energy Company is a U.S. citizen.
37 PAGE 37 OF 42 PAGES APPENDIX M Executive Officers and Directors of Piedmont Propane Company (1)(2)(3) NAME TITLE ---- ----- Ware F. Schiefer President/Director Thomas E. Skains Vice President/Director Charles W. Fleenor Vice President Kevin A. O'Hara Vice President Each of the foregoing persons is a United States citizen. The principal business address of each such persons is 100 Forsyth Hall Drive, Suite E, Charlotte, North Carolina 28273, except as otherwise noted above, and the present principal occupation or employment of each such person is serving as an employee of Piedmont Propane Company, except as otherwise noted above. (1) During the last five years, none of the named directors or executive officers of Piedmont Propane Company has been convicted in a criminal proceeding. (2) During the last five years, none of the named directors or executive officers of Piedmont Propane Company has been a party to a civil proceeding (excluding traffic violations and similar misdemeanors), the result of which was or is to enjoin future violations of, or prohibit or mandate activities subject to, federal or state securities laws or a civil proceeding finding any violation with respect to such laws. (3) Each director and executive officer of Piedmont Propane Company is a U.S. citizen.
38 PAGE 38 OF 42 PAGES EXHIBIT D Each of the undersigned hereby agrees that the Schedule 13D dated August 10, 2000, and any amendments thereto, may be filed as a joint filing on behalf of such person and the other Reporting Persons named therein and that this Agreement may be filed as an Exhibit to such Schedule 13D. This Agreement may be executed in any number of counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument. Date: August 18, 2000 U.S. PROPANE, L.P. By: U.S. Propane, L.L.C., as general partner By: /s/ Mark D. Caudill ----------------------------------------- Name: Mark D. Caudill --------------------------------------- Title: Secretary -------------------------------------- U.S. PROPANE, L.L.C. By: /s/ Mark D. Caudill ----------------------------------------- Name: Mark D. Caudill --------------------------------------- Title: Secretary --------------------------------------
39 PAGE 39 OF 42 PAGES AGL RESOURCES INC. By: /s/ Paul R. Shlanta ----------------------------------------- Name: Paul R. Shlanta --------------------------------------- Title: Senior Vice President -------------------------------------- AGL INVESTMENTS, INC. By: /s/ Donald Weinstein ----------------------------------------- Name: Donald Weinstein --------------------------------------- Title: CFO & Treasurer -------------------------------------- AGL ENERGY CORPORATION By: /s/ Paul R. Shlanta ----------------------------------------- Name: Paul R. Shlanta --------------------------------------- Title: President -------------------------------------- AGL PROPANE SERVICES, INC. By: /s/ Paul R. Shlanta ----------------------------------------- Name: Paul R. Shlanta --------------------------------------- Title: President --------------------------------------
40 PAGE 40 OF 42 PAGES ATMOS ENERGY CORPORATION By: /s/ Tom S. Hawkins, Jr. ----------------------------------------------- Name: Tom S. Hawkins, Jr. ----------------------------------------------- Title: Vice President, Budget and Planning ---------------------------------------------- UNITED CITIES PROPANE GAS, INC. By: /s/ Tom S. Hawkins, Jr. ----------------------------------------------- Name: Tom S. Hawkins, Jr. ----------------------------------------------- Title: Vice President and Chief Financial Officer ----------------------------------------------
41 PAGE 41 OF 42 PAGES TECO ENERGY, INC. By: /s/ David E. Schwartz ---------------------------------------- Name: David E. Schwartz --------------------------------------- Title: Secretary -------------------------------------- TECO PROPANE VENTURES, LLC By: /s/ David E. Schwartz ---------------------------------------- Name: David E. Schwartz --------------------------------------- Title: Secretary --------------------------------------
42 PAGE 42 OF 42 PAGES PIEDMONT NATURAL GAS COMPANY, INC. By: /s/ David J. Dzuricky ----------------------------------------- Name: David J. Dzuricky --------------------------------------- Title: Senior Vice President and Chief Financial Officer -------------------------------------- PNG ENERGY COMPANY By: /s/ David J. Dzuricky ----------------------------------------- Name: David J. Dzuricky --------------------------------------- Title: Vice President -------------------------------------- PIEDMONT PROPANE COMPANY By: /s/ David J. Dzuricky ----------------------------------------- Name: David J. Dzuricky --------------------------------------- Title: Vice President --------------------------------------