Filing Details
- Accession Number:
- 0001209191-12-027691
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2012-05-11 17:45:06
- Reporting Period:
- 2012-05-10
- Filing Date:
- 2012-05-11
- Accepted Time:
- 2012-05-11 16:45:06
- SEC Url:
- Form 4 Filing
Issuer
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 1061636 | Belk Sarah Gambrell | C/O Belk, Inc. 2801 West Tyvola Road Charlotte NC 28217 | No | No | Yes | No |
Reported Non-Derivative Transactions
| Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| Class A Common Stock | Acquisiton | 2012-05-10 | 3,078 | $40.80 | 176,078 | No | 4 | P | Indirect | Gambrell Legacy, LLC |
| Class B Common Stock | Acquisiton | 2012-05-10 | 454 | $40.80 | 454 | No | 4 | P | Indirect | Gambrell Legacy, LLC |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | P | Indirect | Gambrell Legacy, LLC |
| No | 4 | P | Indirect | Gambrell Legacy, LLC |
Reported Non-Derivative Holdings
| Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
|---|---|---|---|
| Class A Common Stock | 6,926,345 | Direct | |
| Class A Common Stock | 1,140,080 | Indirect | Trusts u/w W.H. Belk |
| Class A Common Stock | 1,436,385 | Indirect | Trusts u/w Mary I. Belk |
Footnotes
- 6,926,345 shares of Class A common stock are held in the name of Sarah Belk Gambrell, as Trustee of the Sarah Belk Gambrell Restated 1999 Revocable Trust. Voting and investment power is held by Sarah Belk Gambrell, the trustee.
- 1,140,080 shares of Class A common stock are held in several trusts established by the Will of W.H. Belk for the benefit of his children. Voting and investment power of the trusts for John M. Belk and Thomas M. Belk is held by Sarah Belk Gambrell. Voting and investment power of the trusts for Sarah Belk Gambrell, W. H. Belk, Jr. and Henderson Belk is shared by Sarah Belk Gambrell and Irwin Belk.
- 1,436,385 shares of Class A common stock are held in several trusts established by the Will of Mary I. Belk for the benefit of her children. Voting and investment power of the trusts for John M. Belk and Thomas M. Belk is held by Sarah Belk Gambrell. Voting and investment power of the trusts for Sarah Belk Gambrell, W.H. Belk, Jr. and Henderson Belk is shared by Sarah Belk Gambrell and Irwin Belk.
- 3,078 shares of Class A common stock were purchased by Gambrell Legacy, LLC AT $40.80 per share.
- 176,078 shares of Class A common stock are held in the name of Gambrell Legacy, LLC. Voting and investment power is held by Sarah Belk Gambrell.
- 454 shares of Class B common stock were purchased by Gambrell Legacy, LLC AT $40.80 per share.
- 454 shares of Class B common stock are held in the name of Gambrell Legacy, LLC. Voting and investment power is held by Sarah Belk Gambrell.
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