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Filing Details

Accession Number:: 0001209191-12-039010
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2012-07-25 15:15:47
Reporting Period:: 2012-07-24

Filing Date:: 2012-07-25
Accepted Time:: 2012-07-25 15:15:47
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
1540238	W Claudia Belk	2801 West Tyvola Road Charlotte NC 28217		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	Disposition	2012-07-24	2,450	$40.80	1,521,761	No	4	S	Indirect	QTIP GST Non-Exempt Marital Trust
Class A Common Stock	Acquisiton	2012-07-24	2,450	$40.80	2,450	No	4	P	Direct

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	S	Indirect	QTIP GST Non-Exempt Marital Trust
No	4	P	Direct

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Class A Common Stock	615,702	Indirect	Trust (1976)
Class A Common Stock	21,519	Indirect	QTIP GST Exempt Marital Trust
Class A Common Stock	1,221,842	Indirect	Brothers Investment Company
Class A Common Stock	2,079,910	Indirect	Montgomery Investment Company

Footnotes

615,702 shares of Class A common stock are held by Wells Fargo Bank, N.A., et al, Trustees U/A dated 12/29/76 with John M. Belk f/b/o Claudia W. Belk. Voting and investment power is vested in Wells Fargo Bank, N.A., the trustee.
21,519 shares of Class A common stock are held by John M. Belk QTIP GST Exempt Marital Trust, Wells Fargo Bank, N.A. Susan N. Jamison and Katherine B. Morris, Co-Trustees. The Co-Trustees share voting and investment power.
2,450 shares of Class A common stock were sold by the Co-Trustees to Reporting Person at $40.80 per share.
1,521,761 shares of Class A common stock are held by John M. Belk QTIP GST Non-Exempt Marital Trust, Wells Fargo Bank, N.A., Susan N. Jamison and Katherine B. Morris, Co-Trustees. The Co-Trustees share voting and investment power.
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.
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, Wells Fargo Bank, 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.
2,450 shares of Class A common stock were purchased by Reporting Person from the John M. Belk QTIP GST Non-Exempt Trust, Wells Fargo Bank, N.A., Susan N. Jamison and Katherine B. Morris, Co-Trustees at $40.80 per share.
2,450 shares of Class A common stock are held in Reporting Person's name.