Home/Filings/4/0001209191-09-059186
4//SEC Filing

GAMBRELL SARAH BELK 4

Accession 0001209191-09-059186

CIK 0001051771other

Filed

Dec 30, 7:00 PM ET

Accepted

Dec 31, 3:35 PM ET

Size

7.7 KB

Accession

0001209191-09-059186

Insider Transaction Report

Form 4
Period: 2009-12-31
Transactions
  • Gift

    Class A Common Stock

    2009-12-3117,4557,106,105 total
Holdings
  • Class A Common Stock

    (indirect: By Trust)
    1,140,080
  • Class A Common Stock

    (indirect: By Trust)
    1,436,385
Footnotes (4)
  • [F1]17,455 shares of Class A common stock were gifted by Reporting Person.
  • [F2]7,106,105 shares of Class A common stock are held in the name of Sarah Belk Gambrell, as Trustee of the Sarah Belk Gambrell Restated 1999 Revocable Trust, Reporting Person's grantor trust.
  • [F3]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.
  • [F4]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.

Issuer

BELK INC

CIK 0001051771

Entity typeother

Related Parties

1
  • filerCIK 0001061636

Filing Metadata

Form type
4
Filed
Dec 30, 7:00 PM ET
Accepted
Dec 31, 3:35 PM ET
Size
7.7 KB