4//SEC Filing
BELK INC 4
Accession 0001209191-15-058696
CIK 0001051771operating
Filed
Jul 1, 8:00 PM ET
Accepted
Jul 2, 3:13 PM ET
Size
9.6 KB
Accession
0001209191-15-058696
Insider Transaction Report
Form 4
BELK INCNONE
GAMBRELL SARAH BELK
10% Owner
Transactions
- Gift
Class A Common Stock
2015-07-01−760,000→ 6,154,895 total
Holdings
- 1,140,080(indirect: By Trust)
Class A Common Stock
- 1,436,385(indirect: By Trust)
Class A Common Stock
- 186,078(indirect: By LLC)
Class A Common Stock
- 454(indirect: By LLC)
Class B Common Stock
Footnotes (6)
- [F1]760,000 shares of Class A common stock were gifted by Reporting Person.
- [F2]6,154,895 shares of Class A common stock are held in the name of Sarah Belk Gambrell, as Trustee of the Sarah Belk Gambrell Restated 1999 Revocable Trust. Voting and investment power is held by Sarah Belk Gambrell, the trustee.
- [F3]1,140,080 shares of Class A common stock are held in several trusts established by the Will of W.H. Belk for the benefit of his children. Voting and investment power of the trust for Thomas M. Belk is held by Sarah Belk Gambrell, Katherine Belk Morris, Thomas M. Belk, Jr., H.W. McKay Belk and John R. Belk. Voting and investment power of the trust for John M. Belk is held by Sarah Belk Gambrell, Mary Claudia Belk Pilon, Jeffrey N. Pilon, Katherine Belk Morris and Susan N. Jamison. Voting and investment power of the trust for Sarah Belk Gambrell is held by Sarah Belk Gambrell, Sally Belk Gambrell, Larry D. Estridge, Carl Belk and Susan N. Jamison. Voting and investment power of the trusts for W. H. Belk, Jr. and Henderson Belk is shared by Sarah Belk Gambrell and Irwin Belk.
- [F4]1,436,385 shares of Class A common stock are held in several trusts established by the Will of Mary I. Belk for the benefit of her children. Voting and investment power of the trusts for John M. Belk and Thomas M. Belk is held by Sarah Belk Gambrell. Voting and investment power of the trusts for Sarah Belk Gambrell, W.H. Belk, Jr. and Henderson Belk is shared by Sarah Belk Gambrell and Irwin Belk.
- [F5]186,078 shares of Class A common stock are held in the name of Gambrell Legacy, LLC. Voting and investment power is vested in the managers Sarah Belk Gambrell, Sally Belk Gambrell and Larry D. Estridge.
- [F6]454 shares of Class B common stock are held in the name of Gambrell Legacy, LLC. Voting and investment power is vested in the managers Sarah Belk Gambrell, Sally Belk Gambrell and Larry D. Estridge.
Documents
Issuer
BELK INC
CIK 0001051771
Entity typeoperating
Related Parties
1- filerCIK 0001051771
Filing Metadata
- Form type
- 4
- Filed
- Jul 1, 8:00 PM ET
- Accepted
- Jul 2, 3:13 PM ET
- Size
- 9.6 KB