GAMBRELL SARAH BELK 4
4 · BELK INC · Filed Dec 31, 2009
Insider Transaction Report
Form 4
BELK INCNONE
GAMBRELL SARAH BELK
10% Owner
Transactions
- Gift
Class A Common Stock
2009-12-31−17,455→ 7,106,105 total
Holdings
- 1,140,080(indirect: By Trust)
Class A Common Stock
- 1,436,385(indirect: By Trust)
Class A Common Stock
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.