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BELK INC 4

Accession 0001209191-15-066491

CIK 0001051771operating
View on SEC.govCompany Profile

Filed

Aug 17, 8:00 PM ET

Accepted

Aug 18, 12:23 PM ET

Size

14.7 KB

Accession

0001209191-15-066491

Insider Transaction Report

Form 4
Period: 2015-08-14
BELK INCNONE
BELK KATHERINE MCKAY
10% Owner
Transactions
  • Gift

    Class A Common Stock

    2015-08-14−323,530→ 787,398 total
Holdings

  • Class A Common Stock

    (indirect: By Trust)
    46,801

  • Class A Common Stock

    (indirect: By Trust)
    120,800

  • Class A Common Stock

    (indirect: By Trust)
    223,002

  • Class A Common Stock

    (indirect: By Spouse)
    100

  • Class A Common Stock

    (indirect: Milburn Investment Company)
    444,212

  • Class A Common Stock

    (indirect: By Trust)
    307,330

  • Class A Common Stock

    (indirect: By Trust)
    109,874

  • Class A Common Stock

    (indirect: Custodian)
    277,131

  • Class A Common Stock

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

  • Class B Common Stock

    (indirect: Custodian)
    24,725
Footnotes (12)
  • [F1]323,530 shares of Class A common stock were gifted by Reporting Person to charity.
  • [F10]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.
  • [F11]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.
  • [F12]24,725 shares of Class B common stock are held by Reporting Person as custodian of her minor grandchildren.
  • [F2]787,398 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.
  • [F3]307,330 shares of Class A common stock are held by Katherine McKay Belk Cook Charitable Remainder Unitrust. Reporting Person is the Trustee.
  • [F4]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.
  • [F5]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.
  • [F6]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.
  • [F7]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.
  • [F8]277,131 shares of Class A common stock are held by Reporting Person as custodian of her minor grandchildren.
  • [F9]100 shares of Class A common stock are held in the name of Reporting Person's husband (deceased), James Fielder Cook.

Documents

1 file

Issuer

BELK INC

CIK 0001051771

→
Entity typeoperating

Related Parties

1
  • filerCIK 0001051771

Filing Metadata

Form type
4
Filed
Aug 17, 8:00 PM ET
Accepted
Aug 18, 12:23 PM ET
Size
14.7 KB
View on SEC.gov