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4//SEC Filing

GAMBRELL SARAH BELK 4

Accession 0001209191-12-027691

CIK 0001051771other

Filed

May 10, 8:00 PM ET

Accepted

May 11, 4:45 PM ET

Size

10.3 KB

Accession

0001209191-12-027691

Insider Transaction Report

Form 4
Period: 2012-05-10
Transactions
  • Purchase

    Class A Common Stock

    2012-05-10$40.80/sh+3,078$125,582176,078 total(indirect: By LLC)
  • Purchase

    Class B Common Stock

    2012-05-10$40.80/sh+454$18,523454 total(indirect: By LLC)
Holdings
  • Class A Common Stock

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

    6,926,345
  • Class A Common Stock

    (indirect: By Trust)
    1,436,385
Footnotes (7)
  • [F1]6,926,345 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. Voting and investment power is held by Sarah Belk Gambrell, the trustee.
  • [F2]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 held by Sarah Belk Gambrell. Voting and investment power of the trusts for Sarah Belk Gambrell, W. H. Belk, Jr. and Henderson Belk is shared by Sarah Belk Gambrell and Irwin Belk.
  • [F3]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 held by Sarah Belk Gambrell. Voting and investment power of the trusts for Sarah Belk Gambrell, W.H. Belk, Jr. and Henderson Belk is shared by Sarah Belk Gambrell and Irwin Belk.
  • [F4]3,078 shares of Class A common stock were purchased by Gambrell Legacy, LLC AT $40.80 per share.
  • [F5]176,078 shares of Class A common stock are held in the name of Gambrell Legacy, LLC. Voting and investment power is held by Sarah Belk Gambrell.
  • [F6]454 shares of Class B common stock were purchased by Gambrell Legacy, LLC AT $40.80 per share.
  • [F7]454 shares of Class B common stock are held in the name of Gambrell Legacy, LLC. Voting and investment power is held by Sarah Belk Gambrell.

Issuer

BELK INC

CIK 0001051771

Entity typeother

Related Parties

1
  • filerCIK 0001061636

Filing Metadata

Form type
4
Filed
May 10, 8:00 PM ET
Accepted
May 11, 4:45 PM ET
Size
10.3 KB