BELK INC·4

Jan 18, 11:51 AM ET

MATTHEWS B FRANK II 4

4 · BELK INC · Filed Jan 18, 2005

Insider Transaction Report

Form 4
Period: 2004-12-28
MATTHEWS B FRANK II
DirectorVice Chairman
Transactions
  • Other

    Class A Common Stock

    2004-12-28+1,1223,494 total
  • Other

    Class A Common Stock

    2004-12-281,68367,943 total(indirect: Robinson Investment Company)
Holdings
  • Class B Common Stock

    2,000
  • Class A Common Stock

    (indirect: By Spouse)
    500
  • Class A Common Stock

    (indirect: By Partnership)
    232,196
  • Class A Common Stock

    (indirect: By Partnership)
    435,131
  • Class A Common Stock

    (indirect: By Trust)
    166,707
Footnotes (9)
  • [F1]1,122 shares of Class A common stock was received by Reporting Person from Robinson Investment Company as a dividend in kind.
  • [F2]3,494 shares of Class A common stock are held in Reporting Person's name.
  • [F3]1,683 shares of Class A common stock were distributed by Robinson Investment Company to its shareholders as a dividend in kind.
  • [F4]67,943 shares of Class A common stock are held by Robinson Investment Company. Voting and investment power is vested in Reporting Person.
  • [F5]500 shares of Class A common stock are held by Reporting Person's spouse, Betty Choate Matthews.
  • [F6]435,131 shares of Class A common stock are held by Matthews Group Limited Partnership. Voting and investment power is vested in Reporting Person.
  • [F7]166,707 shares of Class A common stock are held in the name of First Union National Bank of N.C., B. Frank Matthews, II and Annabelle Z. Royster, Co-Trustees under the will of J.H. Matthews, Jr. Voting and investment power is shared by the named Co-Trustees.
  • [F8]232,196 shares of Class A common stock are held by Elizabeth Matthews Welton Family Limited Partnership Phase II. Voting and investment power is vested in Reporting Person.
  • [F9]2,000 shares of Class B common stock are held in Reporting Person's name.

Documents

1 file
  • 4
    doc4.xmlPrimary

    FORM 4 SUBMISSION