4//SEC Filing
BELK JOHN M 4
Accession 0001209191-04-043653
CIK 0001051771other
Filed
Sep 7, 8:00 PM ET
Accepted
Sep 8, 1:38 PM ET
Size
13.8 KB
Accession
0001209191-04-043653
Insider Transaction Report
Form 4
BELK INCNONE
BELK JOHN M
Chairman Emeritus10% Owner
Transactions
- Other
Class A Common Stock
2004-09-07−277,000→ 1,221,842 total(indirect: Brothers Investment Company) - Other
Class A Common Stock
2004-09-07+138,500→ 7,548,776 total
Holdings
- 77,120
Class B Common Stock
- 15,448(indirect: Mary Claudia, Inc.)
Class A Common Stock
- 1,140,080(indirect: By Trust)
Class A Common Stock
- 2,079,910(indirect: Montgomery Investment Company)
Class A Common Stock
- 1,436,385(indirect: By Trust)
Class A Common Stock
- 137,487(indirect: By Trust)
Class A Common Stock
Footnotes (10)
- [F1]138,500 shares of Class A common stock were received by Reporting Person from Brothers Investment Company.
- [F10]77,120 shares of Class B common stock are held in Reporting Person's name and/or John M. Belk 1999 Grantor Trust, John M. Belk, Trustee.
- [F2]7,548,776 shares of Class A common stock are held in Reporting Person's name and/or John M. Belk 1999 Grantor Trust, John M. Belk, Trustee.
- [F3]277,000 shares of Class A common stock were distributed by Brothers Investment Company to its shareholders as a dividend.
- [F4]1,221,842 shares of Class A common stock are held by Brothers Investment Company, which corporation is equally owned by John M. Belk and the heirs of Thomas M. Belk. Voting and investment power is shared by John M. Belk, Katherine McKay Belk, Thomas M. Belk, Jr., H.W. McKay Belk, John R. Belk and Katherine Belk Morris.
- [F5]2,079,910 shares of Class A common stock are held by Montgomery Investment Company, of which Reporting Person is the majority stockholder.
- [F6]15,448 shares of Class A common stock are held by Mary Claudia, Inc., of which Reporting Person is the majority stockholder.
- [F7]13,555 shares of Class A common stock are held by Claudia Watkins Belk Grantor Trust dated 2/23/96; 21,862 shares of Class A common stock are held by Claudia W. Belk, Tr u/a f/b/o Mary Claudia Belk; and 102,070 shares of Class A common stock are held by Mary Claudia Belk Irrevocable Trust dated 1/4/94. Claudia W. Belk, the Trustee, is Reporting Person's wife.
- [F8]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 trusts for John M. Belk and Thomas M. Belk is shared by John M. Belk, Sarah Belk Gambrell and Henderson Belk. Voting and investment power of the trusts for Sarah Belk Gambrell, W.H. Belk, Jr. and Henderson Belk is shared by John M. Belk, Sarah Belk Gambrell, Henderson Belk and Irwin Belk.
- [F9]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 shared by John M. Belk, Sarah Belk Gambrell and Henderson Belk. Voting and investment power of the trusts for Sarah Belk Gambrell, W.H. Belk, Jr. and Henderson Belk is shared by John M. Belk, Sarah Belk Gambrell, Henderson Belk and Irwin Belk.
Documents
Issuer
BELK INC
CIK 0001051771
Entity typeother
Related Parties
1- filerCIK 0001190385
Filing Metadata
- Form type
- 4
- Filed
- Sep 7, 8:00 PM ET
- Accepted
- Sep 8, 1:38 PM ET
- Size
- 13.8 KB