BELK INC 4

4 · BELK INC · Filed Sep 24, 2015

Insider Transaction Report

Form 4

Period: 2015-09-23

BELK INCNONE

BELK KATHERINE MCKAY

10% Owner

Transactions

Other
Class A Common Stock
2015-09-23−88,197→ 109,449 total(indirect: Custodian)

Holdings

Class A Common Stock
(indirect: By Trust)
46,801
Class A Common Stock
(indirect: By Trust)
109,874
Class A Common Stock
(indirect: By Spouse)
100
Class B Common Stock
(indirect: Custodian)
24,725
Class A Common Stock
(indirect: By Trust)
223,002
Class A Common Stock
(indirect: By Trust)
307,330
Class A Common Stock
(indirect: Milburn Investment Company)
444,212
Class A Common Stock
787,398
Class A Common Stock
(indirect: By Trust)
120,800
Class A Common Stock
(indirect: Brothers Investment Company)
1,221,842

Footnotes (12)

[F1]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.
[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 grandchild.
[F2]307,330 shares of Class A common stock are held by Katherine McKay Belk Cook Charitable Remainder Unitrust. Reporting Person is the Trustee.
[F3]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.
[F4]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.
[F5]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.
[F6]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.
[F7]88,197 shares of Class A common stock were transferred to a grandchild. Reporting Person held the stock as custodian.
[F8]109,449 shares of Class A common stock are held by Reporting Person as custodian of her minor grandchild.
[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

4
doc4.xmlPrimary
FORM 4 SUBMISSION