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4//SEC Filing

BELK INC 4

Accession 0001209191-05-033558

CIK 0001051771operating
View on SEC.govCompany Profile

Filed

Jun 26, 8:00 PM ET

Accepted

Jun 27, 3:51 PM ET

Size

12.4 KB

Accession

0001209191-05-033558

Insider Transaction Report

Form 4
Period: 2005-06-27
BELK INCNONE
BELK JOHN M
Chairman Emeritus10% Owner
Transactions
  • Gift

    Class B Common Stock

    2005-06-27−94,630→ 0 total
Holdings

  • Class A Common Stock

    (indirect: Mary Claudia, Inc.)
    15,448

  • Class A Common Stock

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

  • Class A Common Stock

    (indirect: By Trust)
    137,487

  • Class A Common Stock

    7,548,776

  • Class A Common Stock

    (indirect: By Trust)
    1,140,080

  • Class A Common Stock

    (indirect: By Trust)
    1,436,385

  • Class A Common Stock

    (indirect: Montgomery Investment Company)
    2,079,910
Footnotes (8)
  • [F1]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.
  • [F2]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.
  • [F3]2,079,910 shares of Class A common stock are held by Montgomery Investment Company, of which Reporting Person is the majority stockholder.
  • [F4]15,448 shares of Class A common stock are held by Mary Claudia, Inc., of which Reporting Person is the majority stockholder.
  • [F5]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.
  • [F6]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.
  • [F7]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.
  • [F8]94,630 shares of Class B common stock were gifted by Reporting Person to Davidson College.

Documents

1 file

Issuer

BELK INC

CIK 0001051771

→
Entity typeoperating

Related Parties

1
  • filerCIK 0001051771

Filing Metadata

Form type
4
Filed
Jun 26, 8:00 PM ET
Accepted
Jun 27, 3:51 PM ET
Size
12.4 KB
View on SEC.gov