4//SEC Filing
BELK INC 4
Accession 0001209191-15-056726
CIK 0001051771operating
Filed
Jun 25, 8:00 PM ET
Accepted
Jun 26, 2:18 PM ET
Size
24.8 KB
Accession
0001209191-15-056726
Insider Transaction Report
Form 4
BELK INCNONE
BELK KATHERINE MCKAY
10% Owner
Transactions
- Sale
Class A Common Stock
2015-06-24−68,800→ 1,110,928 total - Other
Class A Common Stock
2015-06-24+7,200→ 7,200 total(indirect: By Trust) - Purchase
Class A Common Stock
2015-06-24+68,800→ 76,000 total(indirect: By Trust) - Other
Class A Common Stock
2015-06-24−7,200→ 1,179,728 total
Holdings
- 24,725(indirect: Custodian)
Class B Common Stock
- 109,874(indirect: By Trust)
Class A Common Stock
- 1,221,842(indirect: Brothers Investment Company)
Class A Common Stock
- 444,212(indirect: Milburn Investment Company)
Class A Common Stock
- 46,801(indirect: By Trust)
Class A Common Stock
- 277,131(indirect: Custodian)
Class A Common Stock
- 120,800(indirect: By Trust)
Class A Common Stock
- 100(indirect: By Spouse)
Class A Common Stock
- 223,002(indirect: By Trust)
Class A Common Stock
- 307,330(indirect: By Trust)
Class A Common Stock
Footnotes (30)
- [F1]1,350 shares of Class A common stock were transferred to The Katherine McKay Belk FWP Trust f/b/o Katherine Belk Morris Descendants dated June 3, 2015.
- [F10]1,110,928 shares of Class A common stock are held in Reporting Person's name and/or Katherine McKay Belk Trust dated November 6, 2000, Reporting Person's grantor trust. Voting and investment power of the grantor trust is shared by Katherine McKay Belk, Thomas M. Belk, Jr., H.W. McKay Belk, John R. Belk and Katherine Belk Morris.
- [F11]307,330 shares of Class A common stock are held by Katherine McKay Belk Cook Charitable Remainder Unitrust. Reporting Person is the Trustee.
- [F12]46,801 shares of Class A common stock are held by Katherine McKay Belk 2012 Grantor Retained Annuity Trust dated July 24, 2012. Reporting Person is the Trustee.
- [F13]109,874 shares of Class A common stock are held by Katherine McKay Belk 2013 Grantor Retained Annuity Trust dated May 30, 2013. Reporting Person is the Trustee.
- [F14]223,002 shares of Class A common stock are held by Katherine McKay Belk 2014 Grantor Retained Annuity Trust dated April 23, 2014. Reporting Person is the Trustee.
- [F15]120,800 shares of Class A common stock are held by Katherine McKay Belk 2015 Grantor Retained Annuity Trust dated June 3, 2015. Reporting Person is the Trustee.
- [F16]1,350 shares of Class A common stock were received by The Katherine McKay Belk FWP Trust f/b/o Katherine Belk Morris Descendants dated June 3, 2015.
- [F17]2,250 shares of Class A common stock were received by The Katherine McKay Belk FWP Trust f/b/o Thomas M. Belk, Jr. Descendants dated June 3, 2015.
- [F18]2,250 shares of Class A common stock were received by The Katherine McKay Belk FWP Trust f/b/o H.W. McKay Belk Descendants dated June 3, 2015.
- [F19]1,350 shares of Class A common stock were received by The Katherine McKay Belk FWP Trust f/b/o John R. Belk Descendants dated June 3, 2015.
- [F2]2,250 shares of Class A common stock were transferred to The Katherine McKay Belk FWP Trust f/b/o Thomas M. Belk, Jr. Descendants dated June 3, 2015.
- [F20]1,350 shares of Class A common stock are held by each of the following trusts: The Katherine McKay Belk FWP Trust f/b/o Katherine Belk Morris Descendants dated June 3, 2015; and The Katherine McKay Belk FWP Trust f/b/o John R. Belk Descendants dated June 3, 2015. 2,250 shares of Class A common stock are held by each of the following trusts: The Katherine McKay Belk FWP Trust f/b/o Thomas M. Belk, Jr. Descendants dated June 3, 2015; and The Katherine McKay Belk FWP Trust f/b/o H.W. McKay Belk Descendants dated June 3, 2015. Reporting Person is the Trustee of each trust.
- [F21]12,900 shares of Class A common stock were purchased by The Katherine McKay Belk FWP Trust f/b/o Katherine Belk Morris Descendants dated June 3, 2015.
- [F22]21,500 shares of Class A common stock were purchased by The Katherine McKay Belk FWP Trust f/b/o Thomas M. Belk, Jr. Descendants dated June 3, 2015.
- [F23]21,500 shares of Class A common stock were purchased by The Katherine McKay Belk FWP Trust f/b/o H.W. McKay Belk Descendants dated June 3, 2015.
- [F24]12,900 shares of Class A common stock were purchased by The Katherine McKay Belk FWP Trust f/b/o John R. Belk Descendants dated June 3, 2015.
- [F25]14,250 shares of Class A common stock are held by each of the following trusts: The Katherine McKay Belk FWP Trust f/b/o Katherine Belk Morris Descendants dated June 3, 2015; and The Katherine McKay Belk FWP Trust f/b/o John R. Belk Descendants dated June 3, 2015. 23,750 shares of Class A common stock are held by each of the following trusts: The Katherine McKay Belk FWP Trust f/b/o Thomas M. Belk, Jr. Descendants dated June 3, 2015; and The Katherine McKay Belk FWP Trust f/b/o H.W. McKay Belk Descendants dated June 3, 2015. Reporting Person is the Trustee of each trust.
- [F26]277,131 shares of Class A common stock are held by Reporting Person as custodian of her minor grandchildren.
- [F27]100 shares of Class A common stock are held in the name of Reporting Person's husband (deceased), James Fielder Cook.
- [F28]1,221,842 shares of Class A common stock are held by Brothers Investment Company, which corporation is equally owned by John M. Belk QTIP GST Non-Exempt Marital Trust, Wells Fargo Bank, N.A., Susan N. Jamison and Katherine B. Morris, Co-Trustees ("John M. Belk QTIP GST Non-Exempt Marital Trust") and the heirs of Thomas M. Belk. The co-trustees of John M. Belk QTIP GST Non-Exempt Marital Trust and Katherine McKay Belk, Thomas M. Belk, Jr., H.W. McKay Belk, John R. Belk and Katherine Belk Morris, heirs of Thomas M. Belk, share voting and investment power.
- [F29]444,212 shares of Class A common stock are held by Milburn Investment Company. Voting and investment power is shared by Katherine McKay Belk, Thomas M. Belk, Jr., H.W. McKay Belk, John R. Belk and Katherine Belk Morris.
- [F3]2,250 shares of Class A common stock were transferred to The Katherine McKay Belk FWP Trust f/b/o H.W. McKay Belk Descendants dated June 3, 2015.
- [F30]24,725 shares of Class B common stock are held by Reporting Person as custodian of her minor grandchildren.
- [F4]1,350 shares of Class A common stock were transferred to The Katherine McKay Belk FWP Trust f/b/o John R. Belk Descendants dated June 3, 2015.
- [F5]1,179,728 shares of Class A common stock are held in Reporting Person's name and/or Katherine McKay Belk Trust dated November 6, 2000, Reporting Person's grantor trust. Voting and investment power of the grantor trust is shared by Katherine McKay Belk, Thomas M. Belk, Jr., H.W. McKay Belk, John R. Belk and Katherine Belk Morris.
- [F6]12,900 shares of Class A common stock were sold to The Katherine McKay Belk FWP Trust f/b/o Katherine Belk Morris Descendants dated June 3, 2015.
- [F7]21,500 shares of Class A common stock were sold to The Katherine McKay Belk FWP Trust f/b/o Thomas M. Belk, Jr. Descendants dated June 3, 2015.
- [F8]21,500 shares of Class A common stock were sold to The Katherine McKay Belk FWP Trust f/b/o H.W. McKay Belk Descendants dated June 3, 2015.
- [F9]12,900 shares of Class A common stock were sold to The Katherine McKay Belk FWP Trust f/b/o John R. Belk Descendants dated June 3, 2015.
Documents
Issuer
BELK INC
CIK 0001051771
Entity typeoperating
Related Parties
1- filerCIK 0001051771
Filing Metadata
- Form type
- 4
- Filed
- Jun 25, 8:00 PM ET
- Accepted
- Jun 26, 2:18 PM ET
- Size
- 24.8 KB