Home/Filings/4/0001209191-09-029230
4//SEC Filing

KUHNE JOHN A 4

Accession 0001209191-09-029230

CIK 0001051771other

Filed

May 27, 8:00 PM ET

Accepted

May 28, 1:13 PM ET

Size

10.6 KB

Accession

0001209191-09-029230

Insider Transaction Report

Form 4
Period: 2009-05-27
KUHNE JOHN A
Director
Transactions
  • Award

    Class B Common Stock

    2009-05-27+4,20213,202 total
Holdings
  • Class A Common Stock

    21,760
  • Class A Common Stock

    (indirect: By Trust)
    463,238
  • Class A

    (indirect: By Trust)
    229,981
  • Class A

    (indirect: By Spouse)
    76,388
  • Class A

    (indirect: By Trust)
    76,387
Footnotes (7)
  • [F1]21,760 shares of Class A common stock are held in Reporting Person's name and/or John A Kuhne, Trustee of the John A. Kuhne Revocable Trust Dated 6/27/2007, Reporting Person's grantor trust.
  • [F2]463,238 shares of Class A common stock are held by Lucy S. Kuhne, Trustee of the Lucy S. Kuhne Revocable Trust dated June 27, 2007, her grantor trust. Lucy S. Kuhne is Reporting Person's wife.
  • [F3]229,981 shares of Class A common stock are held by Lucy Simpson Kuhne and Claire M. Efird, Trustees of Trust B under the Will of W.H.B. Simpson f/b/o Bessie Simpson Hanahan. Lucy Simpson Kuhne is Reporting Persons spouse and the sibling of Bessie Simpson Hanahan, one of the beneficiaries of Trust B. Reporting Person hereby disclaims beneficial ownership of these shares owned by reason of this Trust B.
  • [F4]Lucy Simpson Kuhne, Reporting Person's wife, owns a 50% interest in Simpson Enterprises, Inc. 152,755 shares of Belk, Inc. Class A common stock are held in the name of Simpson Enterprises, Inc. Reporting Person's wife owns 76,388 of the shares.
  • [F5]Lucy Simpson Kuhne and Claire M. Efird, Trustees of Trust B under the Will of W.H.B. Simpson f/b/o Bessie Simpson Hanahan owns a 50% interest in Simpson Enterprises, Inc. Lucy Simpson Kuhne is Reporting Person's wife and the sibling of Bessie Simpson Hanahan, one of the beneficiaries of Trust B. 152,755 shares of Class A common stock are held in the name of Simpson Enterprises, Inc., of which the Trust B owns 76,387 shares. Reporting Person hereby disclaims beneficial ownership of these shares owned by reason of Trust B.
  • [F6]4,202 shares of Class B common stock were awarded to Reporting Person as a grant to directors, and the Board of Directors of Belk, Inc. did not attach a value to such shares at the time of the award.
  • [F7]13,202 shares of Class B common stock are held in Reporting Person's name and/or John A. Kuhne, Trustee of the John A. Kuhne Revocable Trust Dated 6/27/2007, Reporting Person's grantor trust.

Issuer

BELK INC

CIK 0001051771

Entity typeother

Related Parties

1
  • filerCIK 0001184116

Filing Metadata

Form type
4
Filed
May 27, 8:00 PM ET
Accepted
May 28, 1:13 PM ET
Size
10.6 KB