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4//SEC Filing

BELK INC 4

Accession 0001209191-15-072069

CIK 0001051771operating
View on SEC.govCompany Profile

Filed

Sep 23, 8:00 PM ET

Accepted

Sep 24, 3:00 PM ET

Size

21.1 KB

Accession

0001209191-15-072069

Insider Transaction Report

Form 4
Period: 2015-09-23
BELK INCNONE
BELK H W MCKAY
DirectorPresident/Chief Mdsing Officer10% Owner
Transactions
  • Other

    Class A Common Stock

    2015-09-23+97,130→ 97,130 total(indirect: By Trust)
  • Other

    Class A Common Stock

    2015-09-23−8,933→ 0 total(indirect: Custodian)
Holdings

  • Class A Common Stock

    (indirect: By Trust)
    228,016

  • Class A Common Stock

    214,088

  • Class A Common Stock

    (indirect: By Trust)
    144,587

  • Class A Common Stock

    (indirect: Milburn Investment Company)
    444,212

  • Class B Common Stock

    5,412

  • Class A Common Stock

    (indirect: By Spouse)
    2,798

  • Class A Common Stock

    (indirect: By Trust)
    402,284

  • Class A Common Stock

    (indirect: By Trust)
    75,232

  • Class A Common Stock

    (indirect: Brothers Investment Company)
    1,221,842

  • Class A Common Stock

    (indirect: By Trust)
    23,750

  • Class A Common Stock

    (indirect: By Trust)
    97,130

  • Class A Common Stock

    (indirect: By LLC)
    149,527
Footnotes (19)
  • [F1]214,088 shares of Class A common stock are held in Reporting Person's name and/or Reporting Person's grantor trust.
  • [F10]97,130 shares of Class A common stock are held by Reporting Person's child's trust. Voting and investment power is shared by the Trustees.
  • [F11]97,130 shares of Class A common stock were received by the Trustees of the Reporting Person's child's trust. Voting and investment power is shared by the Trustees.
  • [F12]97,130 shares of Class A common stock are held by Reporting Person's child's trust. Voting and investment power is shared by the Trustees.
  • [F13]402,284 shares of Class A common stock are held by Katherine McKay Belk Irrevocable Trust dated November 6, 2000. Voting and investment power is shared by Katherine McKay Belk, Thomas M. Belk, Jr., H.W. McKay Belk, John R. Belk and Katherine Belk Morris.
  • [F14]149,527 shares of Class A common stock are held by Tres Casas Lodging, LLC. The members share voting and investment power.
  • [F15]23,750 shares of Class A common stock are held by The Katherine McKay Belk FWP Trust f/b/o H.W. McKay Belk Descendants dated June 3, 2015. Reporting Person is the Trustee.
  • [F16]1,221,842 shares of Class A common stock are held by Brothers Investment Company, which corporation is equally owned by John M. Belk QTIP GST Non-Exempt Marital Trust, Wells Fargo Bank, N.A., Susan N. Jamison and Katherine B. Morris, Co-Trustees ("John M. Belk QTIP GST Non-Exempt Marital Trust") and the heirs of Thomas M. Belk. The co-trustees of John M. Belk QTIP GST Non-Exempt Marital Trust and Katherine McKay Belk, Thomas M. Belk, Jr., H.W. McKay Belk, John R. Belk and Katherine Belk Morris, heirs of Thomas M. Belk, share voting and investment power.
  • [F17]444,212 shares of Class A common stock are held by Milburn Investment Company. Voting and investment power is shared by Katherine McKay Belk, Thomas M. Belk, Jr., H.W. McKay Belk, John R. Belk and Katherine Belk Morris.
  • [F18]228,016 Class A shares held in a trust established by the Will of W.H. Belk for the benefit of Thomas M. Belk. Sarah Belk Gambrell, Katherine Belk Morris, Thomas M. Belk, Jr., H.W. McKay Belk and John R. Belk, the trustees, share voting and investment power.
  • [F19]5,412 shares of Class B common stock are held in Reporting Person's name and/or Reporting Person's grantor trust.
  • [F2]144,587 shares of Class A common stock are held in a Grantor Retained Annuity Trust dated June 16, 2006. Reporting Person is the Trustee.
  • [F3]75,232 shares of Class A common stock are held in a 2010 Grantor Retained Annuity Trust. Reporting Person is the Trustee.
  • [F4]2,798 shares of Class A common stock are held by Reporting Person's spouse.
  • [F5]8,933 shares of Class A common stock were transferred to a child. Reporting Person held the stock as custodian.
  • [F6]0 shares of Class A common stock are held by Reporting Person as custodian of his minor child.
  • [F7]97,130 shares of Class A common stock are held by Reporting Person's child's trust. Voting and investment power is shared by the Trustees.
  • [F8]97,130 shares of Class A common stock are held by Reporting Person's child's trust. Voting and investment power is shared by the Trustees.
  • [F9]97,130 shares of Class A common stock are held by Reporting Person's child's trust. Voting and investment power is shared by the Trustees.

Documents

1 file

Issuer

BELK INC

CIK 0001051771

→
Entity typeoperating

Related Parties

1
  • filerCIK 0001051771

Filing Metadata

Form type
4
Filed
Sep 23, 8:00 PM ET
Accepted
Sep 24, 3:00 PM ET
Size
21.1 KB
View on SEC.gov