SC 13D 1 sc13d.txt SC 13D UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13D UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. )* The Geon Compny ------------------------------------------------------------------------------- (Name of Issuer) Common Stock ------------------------------------------------------------------------------- (Title of Class of Securities) 37246W-10-5 ------------------------------------------------------------------------------- (CUSIP Number) ------------------------------------------------------------------------------- Joseph B. Wollard, Esq. Citigroup Inc. 425 Park Avenue, 3rd Floor New York, NY 10043 (212) 559-1000 (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications) July 11, 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 Sections 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 Section 240.13d-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. 37246W-10-5 SCHEDULE 13D PAGE 1 OF 25 PAGES ------------- ----- ---- -------------------------------------------------------------------------------- 1 NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Tribeca Investments, L.L.C. ("Tribeca Investments") -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /_/ (b) X -------------------------------------------------------------------------------- 3 SEC USE ONLY -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* WC -------------------------------------------------------------------------------- 5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) /_/ -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware -------------------------------------------------------------------------------- NUMBER OF 7 SOLE VOTING POWER SHARES BENEFICIALLY 0 OWNED BY --------------------------------------------------- EACH REPORTING 8 SHARED VOTING POWER PERSON WITH 37,000 --------------------------------------------------- 9 SOLE DISPOSITIVE POWER 0 --------------------------------------------------- 10 SHARED DISPOSITIVE POWER 37,000 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 37,000 -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* /_/ -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.15% -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* BD -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! --------------------- ---------------------------- CUSIP NO. 37246W-10-5 SCHEDULE 13D PAGE 2 OF 25 PAGES ------------- ----- ---- -------------------------------------------------------------------------------- 1 NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Tribeca Management, L.L.C. ("Tribeca Management") -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /_/ (b) X -------------------------------------------------------------------------------- 3 SEC USE ONLY -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* AF -------------------------------------------------------------------------------- 5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) /_/ -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware -------------------------------------------------------------------------------- NUMBER OF 7 SOLE VOTING POWER SHARES BENEFICIALLY 0 OWNED BY -------------------------------------------------- EACH REPORTING 8 SHARED VOTING POWER PERSON WITH 37,000** -------------------------------------------------- 9 SOLE DISPOSITIVE POWER 0 -------------------------------------------------- 10 SHARED DISPOSITIVE POWER 37,000** -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 37,000** -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* /_/ -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.15% -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* IA -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! ** Represents shares directly beneficially owned by Tribeca Investments. --------------------- ---------------------------- CUSIP NO. 37246W-10-5 SCHEDULE 13D PAGE 3 OF 25 PAGES ------------- ----- ---- -------------------------------------------------------------------------------- 1 NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) The Travelers Insurance Company ("TIC") -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /_/ (b) X -------------------------------------------------------------------------------- 3 SEC USE ONLY -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* AF -------------------------------------------------------------------------------- 5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) /_/ -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Connecticut -------------------------------------------------------------------------------- NUMBER OF 7 SOLE VOTING POWER SHARES BENEFICIALLY 0 OWNED BY -------------------------------------------------- EACH REPORTING 8 SHARED VOTING POWER PERSON WITH 37,000** -------------------------------------------------- 9 SOLE DISPOSITIVE POWER 0 -------------------------------------------------- 10 SHARED DISPOSITIVE POWER 37,000** -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 37,000** -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* /_/ -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.15% -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* CO, HC -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! ** Represents shares directly beneficially owned by Tribeca Investments. --------------------- ---------------------------- CUSIP NO. 37246W-10-5 SCHEDULE 13D PAGE 4 OF 25 PAGES ------------- ----- ---- -------------------------------------------------------------------------------- 1 NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Travelers Insurance Group Inc. ("TIGI") -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /_/ (b) X -------------------------------------------------------------------------------- 3 SEC USE ONLY -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* AF -------------------------------------------------------------------------------- 5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) /_/ -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware -------------------------------------------------------------------------------- NUMBER OF 7 SOLE VOTING POWER SHARES BENEFICIALLY 0 OWNED BY -------------------------------------------------- EACH REPORTING 8 SHARED VOTING POWER PERSON WITH 37,000** -------------------------------------------------- 9 SOLE DISPOSITIVE POWER 0 -------------------------------------------------- 10 SHARED DISPOSITIVE POWER 37,000** -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 37,000** -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* /_/ -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.15% -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* CO, HC -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! ** Represents shares directly beneficially owned by Tribeca Investments. --------------------- ---------------------------- CUSIP NO. 37246W-10-5 SCHEDULE 13D PAGE 5 OF 25 PAGES ------------- ----- ---- -------------------------------------------------------------------------------- 1 NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) PFS Services, Inc. ("PFS") -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) |_| (b) X -------------------------------------------------------------------------------- 3 SEC USE ONLY -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* AF -------------------------------------------------------------------------------- 5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) /_/ -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Georgia -------------------------------------------------------------------------------- NUMBER OF 7 SOLE VOTING POWER SHARES BENEFICIALLY 0 OWNED BY -------------------------------------------------- EACH REPORTING 8 SHARED VOTING POWER PERSON WITH 37,000** -------------------------------------------------- 9 SOLE DISPOSITIVE POWER 0 -------------------------------------------------- 10 SHARED DISPOSITIVE POWER 37,000** -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 37,000** -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* /_/ -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.15% -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* CO, HC -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! ** Represents shares directly beneficially owned by Tribeca Investments. --------------------- ---------------------------- CUSIP NO. 37246W-10-5 SCHEDULE 13D PAGE 6 OF 25 PAGES ------------- ----- ---- -------------------------------------------------------------------------------- 1 NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Associated Madison Companies, Inc. ("AMAD") -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /_/ (b) X -------------------------------------------------------------------------------- 3 SEC USE ONLY -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* AF -------------------------------------------------------------------------------- 5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) /_/ -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware -------------------------------------------------------------------------------- NUMBER OF 7 SOLE VOTING POWER SHARES BENEFICIALLY 0 OWNED BY -------------------------------------------------- EACH REPORTING 8 SHARED VOTING POWER PERSON WITH 37,000** -------------------------------------------------- 9 SOLE DISPOSITIVE POWER 0 -------------------------------------------------- 10 SHARED DISPOSITIVE POWER 37,000** -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 37,000** -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* /_/ -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.15% -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* CO, HC -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! ** Represents shares directly beneficially owned by Tribeca Investments. --------------------- ---------------------------- CUSIP NO. 37246W-10-5 SCHEDULE 13D PAGE 7 OF 25 PAGES ------------- ----- ---- -------------------------------------------------------------------------------- 1 NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Salomon Smith Barney Holdings Inc. ("SSBH") -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /_/ (b) X -------------------------------------------------------------------------------- 3 SEC USE ONLY -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* AF, OO (See Item 3) -------------------------------------------------------------------------------- 5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) /_/ -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION New York -------------------------------------------------------------------------------- NUMBER OF 7 SOLE VOTING POWER SHARES BENEFICIALLY 0 OWNED BY -------------------------------------------------- EACH REPORTING 8 SHARED VOTING POWER PERSON WITH 1,466,014** -------------------------------------------------- 9 SOLE DISPOSITIVE POWER 0 -------------------------------------------------- 10 SHARED DISPOSITIVE POWER 1,466,014** -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,466,014** -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* /_/ -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 6.2% -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* CO, HC -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! ** Represents shares directly beneficially owned by subsidiaries of SSBH. --------------------- ---------------------------- CUSIP NO. 37246W-10-5 SCHEDULE 13D PAGE 8 OF 25 PAGES ------------- ----- ---- -------------------------------------------------------------------------------- 1 NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Citigroup Inc. ("Citigroup") -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /_/ (b) X -------------------------------------------------------------------------------- 3 SEC USE ONLY -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS* AF, OO (See Item 3) -------------------------------------------------------------------------------- 5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) /_/ -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware -------------------------------------------------------------------------------- NUMBER OF 7 SOLE VOTING POWER SHARES BENEFICIALLY 0 OWNED BY -------------------------------------------------- EACH REPORTING 8 SHARED VOTING POWER PERSON WITH 1,503,014** -------------------------------------------------- 9 SOLE DISPOSITIVE POWER 0 -------------------------------------------------- 10 SHARED DISPOSITIVE POWER 1,503,014** -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,503,014** -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* /_/ -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 6.3% -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON* CO, HC -------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! ** Represents 37,000 shares directly beneficially owned by Tribeca Investments and 1,466,014 shares beneficially owned by other subsidiaries of Citigroup. SCHEDULE 13D Item 1. SECURITY AND ISSUER. The title of the class of equity securities to which this statement relates is common stock (the "Common Stock") of The Geon Company (the "Company"). The principal executive offices of the Company are located at One Geon Center, Avon Lake, Ohio 44012. Item 2. IDENTITY AND BACKGROUND. Pursuant to Rule 13d-1(k)(1) of Regulation 13D-G of the Rules and Regulations under the Securities Exchange Act of 1934, as amended (the "Act"), the undersigned hereby file this Schedule 13D Statement on behalf of Tribeca Investments, L.L.C., a Delaware limited liability company ("Tribeca Investments"), Tribeca Management, L.L.C., a Delaware limited liability company ("Tribeca Management"), The Travelers Insurance Company a Connecticut corporation ("TIC"), Travelers Insurance Group Inc., a Delaware corporation ("TIGI"), PFS Services, Inc., a Georgia corporation ("PFS"), Associated Madison Companies, Inc., a Delaware corporation ("AMAD"), Salomon Smith Barney Holdings Inc., a New York corporation ("SSBH"), and Citigroup Inc., a Delaware corporation ("Citigroup") (each, a "Reporting Person" and collectively, the "Reporting Persons"). TRIBECA INVESTMENTS (a) Name: Tribeca Investments, L.L.C. (b) Address of Principal Place of Business and Office: 399 Park Avenue, New York, New York 10043 (c) Principal Business: Broker dealer engaged in risk arbritrage, convertible hedging and distressed investing. (d) Criminal Proceedings: None (e) Civil Proceedings: None (f) Place of Organization: Delaware Officers and Directors: See Exhibit A attached hereto, which is incorporated herein by reference with respect to each executive officer and director of Tribeca Investments. TRIBECA MANAGEMENT (a) Name: Tribeca Management, L.L.C. (b) Address of Principal Place of Business and Office: 399 Park Avenue, New York, New York 10043 (c) Principal Business: Investment adviser (d) Criminal Proceedings: None (e) Civil Proceedings: None (f) Place of Organization: Delaware Page 9 of 25 Pages TIC (a) Name: The Travelers Insurance Company (b) Address of Principal Place of Business and Office: One Tower Square, Hartford, Connecticut 06183 (c) Principal Business: Insurance company (d) Criminal Proceedings: None (e) Civil Proceedings: None (f) Place of Organization: Connecticut TIGI (a) Name: Travelers Insurance Group Inc. (b) Address of Principal Place of Business and Office: One Tower Square, Hartford, Connecticut 06183 (c) Principal Business: Holding company for insurance company subsidiaries (d) Criminal Proceedings: None (e) Civil Proceedings: None (f) Place of Organization: Delaware PFS (a) Name: PFS Services, Inc. (b) Address of Principal Place of Business and Office: 3120 Breckinridge Boulevard, Duluth, Georgia 30199 (c) Principal Business: Holding company for insurance company subsidiaries (d) Criminal Proceedings: None (e) Civil Proceedings: None (f) Place of Organization: Georgia AMAD (a) Name: Associated Madison Companies, Inc. (b) Address of Principal Place of Business and Office: 153 East 53rd Street, New York, New York, 10043 (c) Principal Business: Holding company for insurance company subsidiaries (d) Criminal Proceedings: None (e) Civil Proceedings: None (f) Place of Organization: New York SSBH (a) Name: Salomon Smith Barney Holdings Inc. Page 10 of 25 Pages (b) Address of Principal Place of Business and Office: 388 Greenwich Street, New York, New York, 10013 (c) Principal Business: Financial services holding company (d) Criminal Proceedings: None (e) Civil Proceedings: None (f) Place of Organization: New York CITIGROUP (a) Name: Citigroup Inc. (b) Address of Principal Place of Business and Office: 153 East 53rd Street, New York, New York, 10043 (c) Principal Business: Financial services holding company (d) Criminal Proceedings: None (e) Civil Proceedings: None (f) Place of Organization: Delaware Officers and Directors: See Exhibit B attached hereto, which is incorporated herein by reference with respect to each executive officer and director of Citigroup. Item 3. SOURCE AND AMOUNT OF FUNDS OR OTHER CONSIDERATION. As set forth in detail below, Tribeca Investments purchased 37,000 shares of Common Stock (the "Tribeca Shares") for $707,950 in open market transactions during the period June 19 to June 28, 2000. The source of funds for the purchase of the Tribeca Shares was the working capital of Tribeca Investments.

Except for the Tribeca Shares, all interests, direct and indirect, in the Common Stock reported in this Schedule 13D were acquired by certain subsidiaries of Citigroup for managed accounts with funds provided by third party customers. Item 4. PURPOSE OF TRANSACTION. Tribeca Investments acquired the Tribeca Shares as part of a proprietary risk arbitrage strategy and not with the purpose or effect of changing or influencing control of the Company. Tribeca Management is an affiliate of Tribeca Investments Page 11 of 25 Pages and manages, on a discretionary basis, the assets of Tribeca Investments; as such, Tribeca Management has shared voting and dispositive power over the Tribeca Shares. Citigroup became the beneficial owner of more than five percent of the Company's Common Stock on July 11, 2000 as a result of acquisitions by subsidiaries of SSBH for managed accounts. With the exception of the Tribeca Shares, Citigroup and its subsidiaries acquired the Common Stock covered by this Schedule 13D in the ordinary course of their respective businesses and hold the shares of Common Stock in managed accounts for the benefit of third parties. Depending on market conditions and other factors (including evaluation of the Company's businesses and prospects, availability of funds, alternative uses of funds and general economic conditions), Citigroup and its subsidiaries may from time to time purchase additional securities of the Company and dispose of all or a portion of such securities. Except as described in this Item 4, none of the Reporting Persons or, to the best knowledge of such persons, any of the persons named in Exhibits A or B to this Schedule 13D, has formulated any plans or proposals which relate to or would result in: (a) the acquisition by any person of additional securities of the Company or the disposition of securities of the Company; (b) an extraordinary corporate transaction, such as a merger, reorganization or liquidation, involving the Company or any of its subsidiaries; (c) a sale or transfer of a material amount of assets of the Company or any of its subsidiaries; (d) any change in the present Board of Directors or management of the Company, including any plans or proposals to change the number or term of directors or to fill any existing vacancies on the Board; (e) any material change in the present capitalization or dividend policy of the Company; (f) any other material change in the Company's business or corporate structure; (g) any changes in the Company's charter or by-laws or other actions which may impede the acquisition of control of the Company by any person; (h) causing a class of securities of the Company to be delisted from a national securities exchange or to cease to be authorized to be quoted in an inter-dealer quotation system of a registered national securities association; (i) causing a class of equity securities of the Company to become eligible for termination of registration pursuant to Section 12(g)(4) of the Act; or (j) any action similar to those enumerated above. Item 5. INTEREST IN SECURITIES OF THE COMPANY. (a-b) The percentages calculated in this Item 5 are based upon 23,832,625 shares of Common Stock outstanding, as stated in the Company's Form 10-Q for the quarter ended March 31, 2000. TRIBECA INVESTMENTS As of the close of business on July 18, 2000, Tribeca Investments directly beneficially owned 37,000 shares of the Company's Common Stock. The following information is being provided as of such time with respect to Tribeca Investments' beneficial ownership of the Company's Common Stock. (a) Amount Beneficially Owned: 37,000 Page 12 of 25 Pages (b) Percent of Class: 0.15% (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote 0 (ii) shared power to vote or direct the vote 37,000 (iii) sole power to dispose or to direct the disposition of 0 (iv) shared power to dispose or to direct the disposition of 37,000 TRIBECA MANAGEMENT As noted in Item 4, Tribeca Management is an affiliate of and manages assets on a discretionary basis for Tribeca Investments. The following information is being provided as of the close of business on July 18, 2000 with respect to Tribeca Management's beneficial ownership of the Company's Common Stock. (a) Amount Beneficially Owned: 37,000 (b) Percent of Class: 0.15% (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote 0 (ii) shared power to vote or direct the vote 37,000 (iii) sole power to dispose or to direct the disposition of 0 (iv) shared power to dispose or to direct the disposition of 37,000 TIC TIC is the parent company of Tribeca Investments and Tribeca Management. The following information is being provided as of the close of business on July 18, 2000 with respect to TIC's beneficial ownership of the Company's Common Stock. (a) Amount Beneficially Owned: 37,000 (b) Percent of Class: 0.15% (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote 0 (ii) shared power to vote or direct the vote 37,000 (iii) sole power to dispose or to direct the disposition of 0 (iv) shared power to dispose or to direct the disposition of 37,000 TIGI TIGI is the parent company of TIC. The following information is being provided as of the close of business on July 18, 2000 with respect to TIGI's beneficial ownership of the Company's Common Stock. (a) Amount Beneficially Owned: 37,000 (b) Percent of Class: 0.15% (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote 0 (ii) shared power to vote or direct the vote 37,000 Page 13 of 25 Pages (iii) sole power to dispose or to direct the disposition of 0 (iv) shared power to dispose or to direct the disposition of 37,000 PFS PFS is the parent company of TIGI. The following information is being provided as of the close of business on July 18, 2000 with respect to PFS's beneficial ownership of the Company's Common Stock. (a) Amount Beneficially Owned: 37,000 (b) Percent of Class: 0.15% (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote 0 (ii) shared power to vote or direct the vote 37,000 (iii) sole power to dispose or to direct the disposition of 0 (iv) shared power to dispose or to direct the disposition of 37,000 AMAD AMAD is the parent company of PFS. The following information is being provided as of the close of business on July 18, 2000 with respect to AMAD's beneficial ownership of the Company's Common Stock. (a) Amount Beneficially Owned: 37,000 (b) Percent of Class: 0.15% (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote 0 (ii) shared power to vote or direct the vote 37,000 (iii) sole power to dispose or to direct the disposition of 0 (iv) shared power to dispose or to direct the disposition of 37,000 SSBH The following information is being provided as of the close of business on July 18, 2000 with respect to SSBH's beneficial ownership of the Company's Common Stock. (a) Amount Beneficially Owned: 1,466,014 (b) Percent of Class: 6.2% (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote 0 (ii) shared power to vote or direct the vote 1,466,014 (iii) sole power to dispose or to direct the disposition of 0 (iv) shared power to dispose or to direct the disposition of 1,466,014 The shares beneficially owned by SSBH reflect shares directly beneficially owned by certain subsidiaries of SSBH, none of which holds more than five percent of the Company's Common Stock. Page 14 of 25 Pages CITIGROUP Citigroup is the parent company of AMAD and SSBH. The following information is being provided as of the close of business on July 18, 2000 with respect to Citigroup's beneficial ownership of the Company's Common Stock. (a) Amount Beneficially Owned: 1,503,014 (b) Percent of Class: 6.3% (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote 0 (ii) shared power to vote or direct the vote 1,503,014 (iii) sole power to dispose or to direct the disposition of 0 (iv) shared power to dispose or to direct the disposition of 1,503,014 The shares beneficially owned by Citigroup reflect the Tribeca Shares directly beneficially owned by Tribeca Investments and 1,466,014 shares directly beneficially owned by certain other subsidiaries of Citigroup. By reason of their relationship, Citigroup, AMAD, PFS, TIGI, TIC, Tribeca Management and Tribeca Investments may be deemed to share voting and dispositive power with respect to the Tribeca Shares. To the best knowledge of each Reporting Person, none of its executive officers or directors owned any securities of the Company as of the close of business on July 18, 2000. (c) To the best knowledge of the Reporting Persons, and except as described in the preceding paragraph and in Item 3, none of the Reporting Persons or, to the best knowledge of such persons, any person named in Exhibit A or Exhibit B of this Schedule 13D, has effected any proprietary transactions in the Company's Common Stock during the period which commenced sixty (60) days prior to the date of the event which triggered the filing of this Schedule 13D and ends on the date of the filing of this Schedule 13D. (d) Not applicable. (e) Not applicable. Item 6. CONTRACTS, ARRANGEMENTS, UNDERSTANDINGS OR RELATIONSHIPS WITH RESPECT TO SECURITIES OF THE COMPANY. Except as set forth above and in Items 3, 4, and 5 of this Schedule 13D, to the best knowledge of the Reporting Persons, no contracts, arrangements, understandings or relationships (legal or otherwise) exist among the persons named in Item 2 or between such persons and any other person with respect to the securities of the Company. Page 15 of 25 Pages Item 7. MATERIAL TO BE FILED AS EXHIBITS.

Page 16 of 25 Pages SIGNATURES 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: July 21, 2000 TRIBECA INVESTMENTS, L.L.C. By: /s/ ANDREW FELDMAN ----------------------------------- Name: Andrew Feldman Title: Secretary TRIBECA MANAGEMENT, L.L.C. By: /s/ ANDREW FELDMAN ----------------------------------- Name: Andrew Feldman Title: Secretary THE TRAVELERS INSURANCE COMPANY By: /s/ MILLIE KIM ----------------------------------- Name: Millie Kim Title: Assistant Secretary TRAVELERS INSURANCE GROUP INC. By: /s/ JOSEPH B. WOLLARD ----------------------------------- Name: Joseph B. Wollard Title: Assistant Secretary PFS SERVICES, INC. By: /s/ JOSEPH B. WOLLARD ----------------------------------- Name: Joseph B. Wollard Title: Assistant Secretary Page 17 of 25 Pages ASSOCIATED MADISON COMPANIES, INC. By: /s/ JOSEPH B. WOLLARD ----------------------------------- Name: Joseph B. Wollard Title: Assistant Secretary SALOMON SMITH BARNEY HOLDINGS INC. By: /s/ HOWARD DARMSTADTER ----------------------------------- Name: Howard Darmstadter Title: Assistant Secretary CITIGROUP INC. By: /s/ JOSEPH B. WOLLARD ----------------------------------- Name: Joseph B. Wollard Title: Assistant Secretary Page 18 of 25 Pages EXHIBIT A EXECUTIVE OFFICERS AND DIRECTORS OF TRIBECA INVESTMENTS, L.L.C. Set forth below are the names, titles, business addresses, principal occupations and citizenship of the Executive Officers and Directors of Tribeca Investments, L.L.C. NAME, TITLE AND CITIZENSHIP PRINCIPAL OCCUPATION AND BUSINESS ADDRESS --------------------------- ----------------------------------------- Marc P. Weill Head of Citigroup Investments Director Citigroup Inc. United States 153 East 53rd St., 4th Floor New York, NY 10043 William H. Heyman Chief Executive Officer and President Executive Officer Tribeca Investments, L.L.C. United States 399 Park Avenue, 7th Floor New York, NY 10043 Craig Jarvis Chief Financial Officer and Treasurer Executive Officer Tribeca Investments, L.L.C. United States 399 Park Avenue, 7th Floor New York, NY 10043 Page 19 of 25 Pages EXHIBIT B EXECUTIVE OFFICERS AND DIRECTORS OF CITIGROUP INC. Set forth below are the names, titles, business addresses, principal occupations and citizenship of the Executive Officers and Directors of Citigroup. NAME, TITLE AND CITIZENSHIP PRINCIPAL OCCUPATION AND BUSINESS ADDRESS --------------------------- ----------------------------------------- C. Michael Armstrong Chairman & Chief Executive Officer Director AT&T Corporation United States 295 North Maple Avenue, Room 4353L Basking Ridge, NJ 07920 Alain J. P. Belda President & Chief Executive Officer Director Alcoa Inc. Brazil 201 Isabella Street, Floor 6J12 Pittsburgh, PA 15212-5858 Kenneth J. Bialkin Partner Director Skadden, Arps, Slate, Meagher & Flom United States 919 Third Avenue New York, NY 10022 Kenneth T. Derr Chairman & Chief Executive Officer Director Chevron Corporation United States 575 Market Street, 40th fl San Francisco, CA 94105 John M. Deutch Institute Professor Director Massachusetts Institute of Technology United States 77 Massachusetts Avenue, Room 6-208 Cambridge, MA 02139 The Honorable Gerald R. Ford Former President of the United States Honorary Director 40365 Sand Dune Road United States Rancho Mirage, CA 92270 Ann Dibble Jordan Consultant Director 2940 Benton Place, N.W. United States Washington, DC 20008-2718 Reuben Mark Chairman and Chief Executive Officer Director Colgate-Palmolive Company United States 300 Park Avenue New York, NY 10022-7499 Page 20 of 25 Pages NAME, TITLE AND CITIZENSHIP PRINCIPAL OCCUPATION AND BUSINESS ADDRESS --------------------------- ----------------------------------------- Michael T. Masin Vice Chairman and President - International Director GTE Corporation United States 1255 Corporate Drive Mail Code SVC06C30 Irving, TX 75038 Dudley C. Mecum Managing Director Director Capricorn Management United States 30 East Elm Street Greenwich, CT 06830 Richard D. Parsons President Director Time Warner Inc. United States 75 Rockefeller Plaza, 29th fl New York, NY 10019 Andrall E. Pearson Chairman & Chief Executive Officer Director TRICON Global Restaurants, Inc. United States 660 Steamboat Road Greenwich, CT 06830 Robert E. Rubin Member of the Office of the Chairman Director and Citigroup Inc. Executive Officer 153 East 53rd Street, 4th fl United States New York, NY 10043 Franklin A. Thomas Former President Director The Ford Foundation United States 595 Madison Avenue, 33rd fl New York, NY 10022 Sanford I. Weill Chairman and Co-Chief Executive Officer Director and Citigroup Inc. Executive Officer 153 East 53rd Street, 4th fl United States New York, NY 10043 Edgar S. Woolard, Jr. Former Chairman & Chief Executive Officer Director E.I. du Pont de Nemours & Company United States 1007 Market Street Wilmington, DE 19898 Page 21 of 25 Pages NAME, TITLE AND CITIZENSHIP PRINCIPAL OCCUPATION AND BUSINESS ADDRESS --------------------------- ----------------------------------------- Arthur Zankel General Partner Director High Rise Partners, LP United States 535 Madison Avenue New York, NY 10022 Michael A. Carpenter Co-Chief Executive Officer Executive Officer Global Corporate and Investment Bank United States Citigroup Inc. 399 Park Avenue, 2nd fl New York, NY 10043 Paul J. Collins Vice Chairman Executive Officer Citigroup Inc. United States 153 East 53rd St., 4th fl New York, NY 10043 Michael D'Ambrose Senior Human Resources Officer Executive Officer Citigroup Inc. United States 153 East 53rd St., 4th fl New York, NY 10043 Jay S. Fishman President & CEO Executive Officer Travelers Property Casualty Corp. United States One Tower Square, 8GS Hartford, CT 06183 Edward D. Horowitz Citigroup Inc. Executive Officer 153 East 53rd St., 4th fl United States New York, NY 10043 Thomas Wade Jones Co-Chairman & CEO Executive Officer SSB Asset Management Group United States 153 East 53rd St., 4th fl New York, NY 10043 Robert I. Lipp Chairman & CEO Executive Officer Global Consumer Business United States Citigroup Inc. 153 East 53rd St., 4th fl New York, NY 10043 Page 22 of 25 Pages NAME, TITLE AND CITIZENSHIP PRINCIPAL OCCUPATION AND BUSINESS ADDRESS --------------------------- ----------------------------------------- Deryck C. Maughan Vice Chairman Executive Officer Citigroup Inc. United Kingdom 153 East 53rd St., 4th fl New York, NY 10043 Victor J. Menezes Co-Chief Executive Officer Executive Officer Global Corporate and Investment Bank India Citigroup Inc. 399 Park Avenue, 2nd fl New York, NY 10043 Charles O. Prince, III General Counsel/Corporate Secretary Executive Officer Citigroup Inc. United States 153 East 53rd St., 4th fl New York, NY 10043 William R. Rhodes Vice Chairman Executive Officer Citigroup Inc. United States 399 Park Avenue, 2nd fl New York, NY 10043 Petros Sabatacakis Senior Risk Officer Executive Officer Citigroup Inc. United States 153 East 53rd Street New York, NY 10043 Todd S. Thomson Chief Financial Officer Executive Officer Citigroup Inc. United States 153 East 53rd St., 4th fl New York, NY 10043 Marc P. Weill Head of Citigroup Investments Executive Officer Citigroup Inc. United States 153 East 53rd St., 4th fl New York, NY 10043 Robert B. Willumstad Chairman Executive Officer CitiFinancial Credit Company United States 153 East 53rd St., 5th fl New York, NY 10043 Page 23 of 25 Pages EXHIBIT C CONSENT TO JOINT FILING OF SCHEDULE 13D Pursuant to Rule 13d-1(k)(1)(iii) of Regulation D of the Rules and Regulations of the Securities and Exchange Commission under the Securities Exchange Act of 1934, as amended, the undersigned agree that the attached Schedule 13D is, and any future amendments thereto may be, filed on behalf of each of us. Dated: July 21, 2000 TRIBECA INVESTMENTS, L.L.C. By: /s/ ANDREW FELDMAN ----------------------------------- Name: Andrew Feldman Title: Secretary TRIBECA MANAGEMENT, L.L.C. By: /s/ ANDREW FELDMAN ----------------------------------- Name: Andrew Feldman Title: Secretary THE TRAVELERS INSURANCE COMPANY By: /s/ MILLIE KIM ----------------------------------- Name: Millie Kim Title: Assistant Secretary TRAVELERS INSURANCE GROUP INC. By: /s/ JOSEPH B. WOLLARD ----------------------------------- Name: Joseph B. Wollard Title: Assistant Secretary Page 24 of 25 Pages PFS SERVICES, INC. By: /s/ JOSEPH B. WOLLARD ----------------------------------- Name: Joseph B. Wollard Title: Assistant Secretary ASSOCIATED MADISON COMPANIES, INC. By: /s/ JOSEPH B. WOLLARD ----------------------------------- Name: Joseph B. Wollard Title: Assistant Secretary SALOMON SMITH BARNEY HOLDINGS INC. By: /s/ HOWARD DARMSTADTER ----------------------------------- Name: Howard Darmstadter Title: Assistant Secretary CITIGROUP INC. By: /s/ JOSEPH B. WOLLARD ----------------------------------- Name: Joseph B. Wollard Title: Assistant Secretary Page 25 of 25 Pages

GEON CO SC 13D