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Home/Filings/4/0001209191-15-058665
4//SEC Filing

BELK INC 4

Accession 0001209191-15-058665

CIK 0001051771operating
View on SEC.govCompany Profile

Filed

Jul 1, 8:00 PM ET

Accepted

Jul 2, 2:59 PM ET

Size

18.4 KB

Accession

0001209191-15-058665

Insider Transaction Report

Form 4
Period: 2015-06-30
BELK INCNONE
Belk Claudia W
10% Owner
Transactions
  • Other

    Class A Common Stock

    2015-06-30+178,571→ 178,579 total
  • Other

    Class A Common Stock

    2015-06-30−178,571→ 436,011 total(indirect: By Trust)
  • Gift

    Class A Common Stock

    2015-06-30−178,571→ 8 total
  • Gift

    Class A Common Stock

    2015-06-30+178,571→ 178,571 total(indirect: By Trust)
Holdings

  • Class A Common Stock

    (indirect: By Trust)
    618,433

  • Class A Common Stock

    (indirect: Montgomery Investment Company)
    2,079,910

  • Class A Common Stock

    (indirect: By Trust)
    21,519

  • Class A Common Stock

    (indirect: By Trust)
    247,792

  • Class A Common Stock

    (indirect: Brothers Investment Company)
    1,221,842

  • Class A Common Stock

    (indirect: By Trust)
    464,286
Footnotes (14)
  • [F1]178,571 shares of Class A common stock were distributed by Bessemer Trust Company, N.A., Susan N Jamison and Katherine Belk Morris, Co-Trustees U/A dated 12/29/76 with John M. Belk f/b/o Claudia W. Belk to the Reporting Person.
  • [F10]2,079,910 shares of Class A common stock are held by Montgomery Investment Company, a corporation owned by John M. Belk QTIP GST Non-Exempt Marital Trust Bessemer Trust Company, N.A, Susan N. Jamison and Katherine B. Morris, Co-Trustees ("John M. Belk QTIP GST Non-Exempt Marital Trust") as the majority shareholder and Mary Claudia Belk Irrevocable Trust dated 1/4/94. The co-trustees of John M. Belk QTIP GST Non-Exempt Marital Trust and Claudia W. Belk, trustee of Mary Cladia Belk Irrevocable dated 1/4/94, share voting and investment power.
  • [F11]178,571 shares of Class A common stock were received by Reporting Person from the Bessemer Trust Company, N.A., Susan N Jamison and Katherine Belk Morris, Co-Trustees U/A dated 12/29/76 with John M. Belk f/b/o Claudia W. Belk.
  • [F12]178,579 shares of Class A common stock are held in Reporting Person's name and/or Claudia Watkins Belk Grantor Trust dated 2/23/96. Reporting person is the Trustee.
  • [F13]178,571 shares of Class A common stock were gifted by Reporting Person to the Claudia W. Belk Charitable Remainder Unitrust dated June 23, 2015.
  • [F14]8 shares of Class A common stock are held in Reporting Person's name and/or Claudia Watkins Belk Grantor Trust dated 2/23/96. Reporting person is the Trustee.
  • [F2]436,011 shares of Class A common stock are held by Bessemer Trust Company, N.A., Susan N Jamison and Katherine Belk Morris, Co-Trustees U/A dated 12/29/76 with John M. Belk f/b/o Claudia W. Belk. The co-trustees share voting and investment power.
  • [F3]21,519 shares of Class A common stock are held by John M. Belk QTIP GST Exempt Marital Trust Bessemer Trust Company, N.A., Susan N. Jamison and Katherine B. Morris, Co-Trustees. The Co-Trustees share voting and investment power.
  • [F4]618,433 shares of Class A common stock are held by John M. Belk QTIP GST Non-Exempt Marital Trust Bessemer Trust Company, N.A., Susan N. Jamison and Katherine B. Morris, Co-Trustees. The Co-Trustees share voting and investment power.
  • [F5]464,286 shares of Class A common stock are held by Claudia Watkins Belk 2015 GST Exempt Family Wealth Preservation Trust dated May 27, 2015. Mary Claudia Belk Pilon, Susan N. Jamison and Bessemer Trust Company, N.A. are the co-trustees. The Co-Trustees share voting and investment power.
  • [F6]247,792 shares of Class A common stock are held by Claudia Watkins Belk 2015 GST Non Exempt Family Wealth Preservation Trust dated May 27, 2015. Mary Claudia Belk Pilon, Susan N. Jamison and Bessemer Trust Company, N.A. are the co-trustees. The Co-Trustees share voting and investment power.
  • [F7]178,571 shares of Class A common stock were received by the Claudia W. Belk Charitable Remainder Unitrust dated June 23, 2015 as a gift from the Reporting Person.
  • [F8]178,571 shares of Class A common stock are held by the Claudia W. Belk Charitable Remainder Unitrust dated June 23, 2015. Mary Claudia Belk Pilon, Susan N. Jamison and Bessemer Trust Company, N.A. are the co-trustees.
  • [F9]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 Bessemer Trust Company, 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.

Documents

1 file

Issuer

BELK INC

CIK 0001051771

→
Entity typeoperating

Related Parties

1
  • filerCIK 0001051771

Filing Metadata

Form type
4
Filed
Jul 1, 8:00 PM ET
Accepted
Jul 2, 2:59 PM ET
Size
18.4 KB
View on SEC.gov