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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13D
Under the Securities Exchange Act of 1934
(Amendment No. ___5___)*
Morton's Restaurant Group, Inc.
(Name of Issuer)
Common Stock, $.01 par value
(Title of Class of Securities)
619429 10 3
(CUSIP Number)
Barry W. Florescue
c/o BFMA Holding Corporation
50 East Sample Road, Suite 400
Pompano Beach, Florida 33064
(800) 675- 6115
(Name, Address and Telephone Number of Person Authorized to Receive
Notices and Communications)
July 27, 2001
(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 ss.ss. 240.13d-1(e), 240.13d-1(f) or 240.13d-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 ss. 240.13d-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 (the "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).
SCHEDULE 13D
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CUSIP No. 619429 10 3
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1) Name of Reporting Persons
I.R.S. Identification No. of Above Persons (entities only)
BFMA HOLDING CORPORATION
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2) Check the Appropriate Box if a Member of a Group (See Instructions) (a) [X]
(b) [ ]
--------------------------------------------------------------------------------
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) [ ]
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6) Citizenship or Place of Organization
DELAWARE
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7) Sole Voting Power
Number of 298,500
Shares -------------------------------------------------------------
Beneficially 8) Shared Voting Power
Owned by 0
Each -------------------------------------------------------------
Reporting 9) Sole Dispositive Power
Person 298,500
with -------------------------------------------------------------
10) Shared Dispositive Power
0
--------------------------------------------------------------------------------
11) Aggregate Amount Beneficially Owned by Each Reporting Person
298,500
--------------------------------------------------------------------------------
12) Check Box if the Aggregate Amount in Row (11) Excludes Certain Shares
(See Instructions) [ ]
--------------------------------------------------------------------------------
13) Percent of Class Represented by Amount in Row (11)
7.2%
--------------------------------------------------------------------------------
14) Type of Reporting Person (See Instructions)
CO
--------------------------------------------------------------------------------
--------------------------------------------------------------------------------
CUSIP No. 619429 10 3
--------------------------------------------------------------------------------
1) Name of Reporting Persons
I.R.S. Identification No. of Above Persons (entities only)
FLORESCUE FAMILY CORPORATION
--------------------------------------------------------------------------------
2) Check the Appropriate Box if a Member of a Group (See Instructions) (a) [X]
(b) [ ]
--------------------------------------------------------------------------------
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) [ ]
--------------------------------------------------------------------------------
6) Citizenship or Place of Organization
NEVADA
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7) Sole Voting Power
Number of 29,100
Shares -----------------------------------------------------------
Beneficially 8) Shared Voting Power
Owned by 0
Each -----------------------------------------------------------
Reporting 9) Sole Dispositive Power
Person 29,100
with -----------------------------------------------------------
10) Shared Dispositive Power
0
--------------------------------------------------------------------------------
11) Aggregate Amount Beneficially Owned by Each Reporting Person
29,100
--------------------------------------------------------------------------------
12) Check Box if the Aggregate Amount in Row (11) Excludes Certain Shares
(See Instructions) [ ]
--------------------------------------------------------------------------------
13) Percent of Class Represented by Amount in Row (11)
0.7%
--------------------------------------------------------------------------------
14) Type of Reporting Person (See Instructions)
CO
--------------------------------------------------------------------------------
3
--------------------------------------------------------------------------------
CUSIP No. 619429 10 3
--------- ----------------------------------------------------------------------
1) Name of Reporting Persons
I.R.S. Identification No. of Above Persons (entities only)
BARRY W. FLORESCUE
--------------------------------------------------------------------------------
2) Check the Appropriate Box if a Member of a Group (See Instructions) (a) [X]
(b) [ ]
--------------------------------------------------------------------------------
3) SEC Use Only
--------------------------------------------------------------------------------
4) Source of Funds (See Instructions)
AF
--------------------------------------------------------------------------------
5) Check if Disclosure of Legal Proceedings is Required Pursuant to
Items 2(d) or 2(e) [ ]
--------------------------------------------------------------------------------
6) Citizenship or Place of Organization
UNITED STATES
--------------------------------------------------------------------------------
7) Sole Voting Power
Number of 327,600
Shares -------------------------------------------------------------
Beneficially 8) Shared Voting Power
Owned by 56,300
Each -------------------------------------------------------------
Reporting 9) Sole Dispositive Power
Person 327,600
with -------------------------------------------------------------
10) Shared Dispositive Power
56,300
--------------------------------------------------------------------------------
11) Aggregate Amount Beneficially Owned by Each Reporting Person
383,900
--------------------------------------------------------------------------------
12) Check Box if the Aggregate Amount in Row (11) Excludes Certain Shares
(See Instructions) [ ]
--------------------------------------------------------------------------------
13) Percent of Class Represented by Amount in Row (11)
9.3%
--------------------------------------------------------------------------------
14) Type of Reporting Person (See Instructions)
IN
--------------------------------------------------------------------------------
4
--------------------------------------------------------------------------------
CUSIP No. 619429 10 3
--------- ----------------------------------------------------------------------
1) Name of Reporting Persons
I.R.S. Identification No. of Above Persons (entities only)
NED L. SIEGEL
--------------------------------------------------------------------------------
2) Check the Appropriate Box if a Member of a Group (See Instructions) (a) [X]
(b) [ ]
--------------------------------------------------------------------------------
3) SEC Use Only
--------------------------------------------------------------------------------
4) Source of Funds (See Instructions)
AF
--------------------------------------------------------------------------------
5) Check if Disclosure of Legal Proceedings is Required Pursuant to
Items 2(d) or 2(e) [ ]
--------------------------------------------------------------------------------
6) Citizenship or Place of Organization
UNITED STATES
--------------------------------------------------------------------------------
7) Sole Voting Power
Number of 0
Shares --------------------------------------------------------------
Beneficially 8) Shared Voting Power
Owned by 56,300
Each --------------------------------------------------------------
Reporting 9) Sole Dispositive Power
Person 0
with --------------------------------------------------------------
10) Shared Dispositive Power
56,300
--------------------------------------------------------------------------------
11) Aggregate Amount Beneficially Owned by Each Reporting Person
56,300
--------------------------------------------------------------------------------
12) Check Box if the Aggregate Amount in Row (11) Excludes Certain Shares
(See Instructions) [ ]
--------------------------------------------------------------------------------
13) Percent of Class Represented by Amount in Row (11)
1.4%
--------------------------------------------------------------------------------
14) Type of Reporting Person (See Instructions)
IN
--------------------------------------------------------------------------------
5
--------------------------------------------------------------------------------
CUSIP No. 619429 10 3
--------------------------------------------------------------------------------
1) Name of Reporting Persons
I.R.S. Identification No. of Above Persons (entities only)
RICHARD A. BLOOM
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2) Check the Appropriate Box if a Member of a Group (See Instructions) (a) [X]
(b) [ ]
--------------------------------------------------------------------------------
3) SEC Use Only
--------------------------------------------------------------------------------
4) Source of Funds (See Instructions)
AF
--------------------------------------------------------------------------------
5) Check if Disclosure of Legal Proceedings is Required Pursuant to
Items 2(d) or 2(e) [ ]
--------------------------------------------------------------------------------
6) Citizenship or Place of Organization
UNITED STATES
--------------------------------------------------------------------------------
7) Sole Voting Power
NUMBER OF 5,000
SHARES -------------------------------------------------------------
BENEFICIALLY 8) Shared Voting Power
OWNED BY 0
EACH -------------------------------------------------------------
REPORTING 9) Sole Dispositive Power
PERSON 5,000
WITH -------------------------------------------------------------
10) Shared Dispositive Power
0
--------------------------------------------------------------------------------
11) Aggregate Amount Beneficially Owned by Each Reporting Person
5,000
--------------------------------------------------------------------------------
12) Check Box if the Aggregate Amount in Row (11) Excludes Certain Shares
(See Instructions) [ ]
--------------------------------------------------------------------------------
13) Percent of Class Represented by Amount in Row (11)
0.1%
--------------------------------------------------------------------------------
14) Type of Reporting Person (See Instructions)
IN
--------------------------------------------------------------------------------
6
--------------------------------------------------------------------------------
CUSIP No. 619429 10 3
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1) Name of Reporting Persons
I.R.S. Identification No. of Above Persons (entities only)
CHARLES W. MIERSCH
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2) Check the Appropriate Box if a Member of a Group (See Instructions) (a) [X]
(b) [ ]
--------------------------------------------------------------------------------
3) SEC Use Only
--------------------------------------------------------------------------------
4) Source of Funds (See Instructions)
AF
--------------------------------------------------------------------------------
5) Check if Disclosure of Legal Proceedings is Required Pursuant to
Items 2(d) or 2(e) [ ]
--------------------------------------------------------------------------------
6) Citizenship or Place of Organization
UNITED STATES
--------------------------------------------------------------------------------
7) Sole Voting Power
NUMBER OF 500
SHARES -------------------------------------------------------------
BENEFICIALLY 8) Shared Voting Power
OWNED BY 0
EACH -------------------------------------------------------------
REPORTING 9) Sole Dispositive Power
PERSON 500
WITH -------------------------------------------------------------
10) Shared Dispositive Power
0
--------------------------------------------------------------------------------
11) Aggregate Amount Beneficially Owned by Each Reporting Person
500
--------------------------------------------------------------------------------
12) Check Box if the Aggregate Amount in Row (11) Excludes Certain Shares
(See Instructions) [ ]
--------------------------------------------------------------------------------
13) Percent of Class Represented by Amount in Row (11)
0.0%
--------------------------------------------------------------------------------
14) Type of Reporting Person (See Instructions)
IN
--------------------------------------------------------------------------------
7
This Amendment No. 5 to the Statement on Schedule 13D amends and
supplements the Statement in Schedule 13D relating to the event date of January
25, 2001, filed by BFMA Holding Corporation, Florescue Family Corporation, Barry
W. Florescue and Ned L. Siegel as amended by Amendment No. 1 relating to the
event date of March 21, 2001, Amendment No. 2 relating to the event date of
April 26, 2001, Amendment No. 3 relating to the event date of June 27, 2001 and
Amendment No. 5 relating to the event date of July 19, 2001 (collectively, the
"Schedule 13D"). Capitalized terms used herein and not defined herein shall have
the meanings assigned thereto in the Schedule 13D.
ITEM 6. CONTRACTS, ARRANGEMENTS, UNDERSTANDINGS OR RELATIONSHIPS WITH RESPECT TO
SECURITIES OF THE ISSUER
Item 6 has been supplemented with the following:
On July 27, 2001, BFMA sent a letter to Morton's, a copy of which is
attached hereto and incorporated by reference.
ITEM 7. MATERIAL TO BE FILED AS EXHIBITS
Exhibit A. Agreement of Joint Filing.(1)
Exhibit B. Definitive Proxy Statement, dated April 26, 2001.(2)
Exhibit C. Letter from BFMA to Morton's, dated May 1, 2001.(2)
Exhibit D. Commitment Letter from Icahn Associates Corp., dated May 1,
2001.(2)
Exhibit E. Letter from BFMA to Greenhill & Co., LLC, dated June 27,
2001.(3)
Exhibit F. Letter from BFMA to Morton's, dated July 19, 2001.(4)
Exhibit G. Letter from BFMA to Morton's, dated July 27, 2001.
(1) Filed as an exhibit to Amendment No. 1 to the Statement on Schedule 13D.
(2) Filed as an exhibit to Amendment No. 2 to the Statement on Schedule 13D.
(3) Filed as an exhibit to Amendment No. 3 to the Statement on Schedule 13D.
(4) Filed as an exhibit to Amendment No. 4 to the Statement on Schedule 13D.
8
SIGNATURES
After reasonable inquiry and to the best of the knowledge and belief of
the undersigned, the undersigned hereby certifies that the information set forth
in this Schedule 13D is true, complete and correct.
Dated: July 27, 2001
BFMA HOLDING CORPORATION
By: /s/ Barry W. Florescue
----------------------------------
Name: Barry W. Florescue
Title: Chief Executive Officer
FLORESCUE FAMILY CORPORATION
By: /s/ Barry W. Florescue
----------------------------------
Name: Barry W. Florescue
Title: President
/s/ Barry W. Florescue
--------------------------------------
Barry W. Florescue
/s/ Ned L. Siegel
--------------------------------------
Ned L. Siegel
/s/ Richard A. Bloom
--------------------------------------
Richard A. Bloom
/s/ Charles W. Miersch
--------------------------------------
Charles W. Miersch
9