GAMBRELL SARAH BELK 4
4 · BELK INC · Filed May 11, 2012
Insider Transaction Report
Form 4
BELK INCNONE
GAMBRELL SARAH BELK
10% Owner
Transactions
- Purchase
Class A Common Stock
2012-05-10$40.80/sh+3,078$125,582→ 176,078 total(indirect: By LLC) - Purchase
Class B Common Stock
2012-05-10$40.80/sh+454$18,523→ 454 total(indirect: By LLC)
Holdings
- 1,140,080(indirect: By Trust)
Class A Common Stock
- 6,926,345
Class A Common Stock
- 1,436,385(indirect: By Trust)
Class A Common Stock
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.