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Filing Details

Accession Number:: 0001209191-15-060774
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2015-07-14 15:18:02
Reporting Period:: 2015-06-24

Filing Date:: 2015-07-14
Accepted Time:: 2015-07-14 15:18:02
SEC Url:: Form 4 Filing

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
1051771	Belk Inc	NONE	Retail-Department Stores (5311)	562058574

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
1249724	Belk Katherine Morris	C/O Belk, Inc. 2801 West Tyvola Road Charlotte NC 28217-4500		No	No	Yes	No

Reported Non-Derivative Transactions

Show Other Fields >>

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Class A Common Stock	Acquisiton	2015-07-10	1,130	$0.00	639,168	No	4	J	Direct
Class A Common Stock	Disposition	2015-07-10	9,345	$0.00	0	No	4	J	Indirect	Trustee GRAT #2 dtd 5/27/08
Class A Common Stock	Acquisiton	2015-07-10	8,215	$0.00	28,829	No	4	J	Indirect	Irrevocable Trust dtd 8/10/04
Class A Common Stock	Acquisiton	2015-06-24	1,350	$0.00	1,350	No	4	G	Indirect	Trustee, Family Wealth Preservation Trust
Class A Common Stock	Acquisiton	2015-06-24	12,900	$0.00	14,250	No	4	P	Indirect	Trustee, Family Wealth Preservation Trust

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	J	Direct
No	4	J	Indirect	Trustee GRAT #2 dtd 5/27/08
No	4	J	Indirect	Irrevocable Trust dtd 8/10/04
No	4	G	Indirect	Trustee, Family Wealth Preservation Trust
No	4	P	Indirect	Trustee, Family Wealth Preservation Trust

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Class A Common Stock	319,130	Indirect	Trustee GRAT dtd 9/8/04
Class A Common Stock	24,281	Indirect	Trustee GRAT #3 dtd 8/30/10
Class A Common Stock	26,581	Indirect	Trustee GRAT #4 dtd 8/30/10
Class A Common Stock	28,294	Indirect	Trustee GRAT #5 dtd 8/30/10
Class A Common Stock	125,144	Indirect	Trustee GRAT #1 dtd 11/30/11
Class A Common Stock	36,712	Indirect	Spouse
Class A Common Stock	196,146	Indirect	Trustee
Class A Common Stock	196,146	Indirect	Trustee
Class A Common Stock	196,146	Indirect	Trustee
Class A Common Stock	484,684	Indirect	Trustee
Class A Common Stock	256,095	Indirect	Trusts, spouse and child are trustees
Class A Common Stock	444,212	Indirect	Milburn Investment Company
Class A Common Stock	1,221,842	Indirect	Brothers Investment Company
Class A Common Stock	228,016	Indirect	Trustee
Class A Common Stock	228,016	Indirect	Trustee

Footnotes

1,130 shares of Class A common stock were distributed by Katherine Belk Morris 2008 Grantor Retained Annuity Trust Number Two dated May 27, 2008 to Reporting Person.
639,168 shares of Class A common stock are held in Reporting Person's name and/or Katherine Whitner McKay Belk Morris, Trustee U/A dated December 28, 1993, Reporting Person's grantor trust.
319,130 shares of Class A common stock are held by Katherine B. Morris Grantor Retained Annuity Trust dated September 8, 2004. Reporting Person is the Trustee.
8,215 shares of Class A common stock were distributed by Katherine Belk Morris 2008 Grantor Retained Annuity Trust Number Two dated May 27, 2008 to Katherine W. M. B. Morris Irrevocable Trust dated 8/10/2004. Voting and investment power is held by Charles Walker Morris, spouse, and Lewis S. Morris, III, Co-Trustees.
All shares of Class A common stock have been distributed by Katherine Belk Morris 2008 Grantor Retained Annuity Trust Number Two dated May 27, 2008. Reporting Person is the Trustee.
24,281 shares of Class A common stock are held Katherine Belk Morris 2010 Grantor Retained Annuity Trust Number Three dated August 30, 2010. Reporting Person is the Trustee.
26,581 shares of Class A common stock are held Katherine Belk Morris 2010 Grantor Retained Annuity Trust Number Four dated August 30, 2010. Reporting Person is the Trustee.
28,294 shares of Class A common stock are held Katherine Belk Morris 2010 Grantor Retained Annuity Trust Number Five dated August 30, 2010. Reporting Person is the Trustee.
125,144 shares of Class A common stock are held by Katherine Belk Morris 2011 Grantor Retained Annuity Trust Number One dated Nov. 30, 2011. Reporting Person is the Trustee.
28,829 shares of Class A common stock are held by Katherine W. M. B. Morris Irrevocable Trust dated 8/10/2004. Voting and investment power is held by Charles Walker Morris, spouse, and Lewis S. Morris, III, Co-Trustees.
36,712 shares of Class A common stock are held by Reporting Person's spouse, Charles Walker Morris and/or Charles Walker Morris Revocable Trust dated September 8, 2004, his grantor trust.
196,146 shares of Class A common stock are held by Miss Katherine Belk Morris Irrevocable Trust dated January 10, 2003. Voting and investment power is vested in Katherine Belk Morris and Charles Walker Morris, the Trustees.
196,146 shares are Class A common stock are held by Charles Walker Morris, Jr. Irrevocable Trust dated May 25, 2005. Voting and investment power is vested in Katherine Belk Morris and Charles Walker Morris, the Trustees.
196,146 shares of Class A common stock are held by Rebecca Price Morris Irrevocable Trust dated January 6, 2009. Voting and investment power is vested in Katherine Belk Morris and Charles Walker Morris, the Trustees.
484,684 shares of Class A common stock are held by Katherine McKay Belk Irrevocable Trust dated November 6, 2000. 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, the Trustees.
85,365 shares of Class A common stock are held by each of the following trusts: Katherine Belk Morris Family Wealth Preservation Trust dated December 21, 2012, f/b/o Katherine Morris Stanley; Katherine Belk Morris Family Wealth Preservation Trust dated December 21, 2012, f/b/o Charles Walker Morris, Jr.; and Katherine Belk Morris Family Wealth Preservation Trust dated December 21, 2012, f/b/o Rebecca Price Morris. Charles Walker Morris, Reporting Person's husband, and the child that is beneficiary of the trust are trustees of each trust.
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. Reporting Person is the Trustee.
1,350 shares of Class A common stock are held by The Katherine McKay Belk FWP Trust f/b/o Katherine Belk Morris Descendants dated June 3, 2015. Reporting Person is the Trustee.
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. Reporting Person is the Trustee.
14,250 shares of Class A common stock are held by The Katherine McKay Belk FWP Trust f/b/o Katherine Belk Morris Descendants dated June 3, 2015. Reporting Person is the Trustee.
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.
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.
228,016 Class A shares held in a trust established by the Will of W.H. Belk for the benefit of Thomas M. Belk. Sarah Belk Gambrell, Katherine Belk Morris, Thomas M. Belk, Jr., H.W. McKay Belk and John R. Belk, the trustees, share voting and investment power.
228,016 Class A shares held in a trust established by the Will of W.H. Belk for the benefit of John M. Belk. Sarah Belk Gambrell, Mary Claudia Belk Pilon, Jeffrey N. Pilon, Katherine Belk Morris and Susan N. Jamison, the trustees, share voting and investment power.