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Filing Details

Accession Number:: 0001209191-15-056726
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2015-06-26 14:18:38
Reporting Period:: 2015-06-24

Filing Date:: 2015-06-26
Accepted Time:: 2015-06-26 14:18:38
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
1247897	Mckay Katherine Belk	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	Disposition	2015-06-24	7,200	$0.00	1,179,728	No	4	J	Direct
Class A Common Stock	Disposition	2015-06-24	68,800	$0.00	1,110,928	No	4	S	Direct
Class A Common Stock	Acquisiton	2015-06-24	7,200	$0.00	7,200	No	4	J	Indirect	Trustee, Family Wealth Preservation Trusts
Class A Common Stock	Acquisiton	2015-06-24	68,800	$0.00	76,000	No	4	P	Indirect	Trustee, Family Wealth Preservation Trusts

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	J	Direct
No	4	S	Direct
No	4	J	Indirect	Trustee, Family Wealth Preservation Trusts
No	4	P	Indirect	Trustee, Family Wealth Preservation Trusts

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Class A Common Stock	307,330	Indirect	Trustee, Charitable Remainder Unitrust
Class A Common Stock	46,801	Indirect	Trustee, 2012 GRAT
Class A Common Stock	109,874	Indirect	Trustee, 2013 GRAT
Class A Common Stock	223,002	Indirect	Trustee, 2014 GRAT
Class A Common Stock	120,800	Indirect	Trustee, 2015 GRAT
Class A Common Stock	277,131	Indirect	Custodian
Class A Common Stock	100	Indirect	Spouse (deceased)
Class A Common Stock	1,221,842	Indirect	Brothers Investment Company
Class A Common Stock	444,212	Indirect	Milburn Investment Company
Class B Common Stock	24,725	Indirect	Custodian

Footnotes

1,350 shares of Class A common stock were transferred to The Katherine McKay Belk FWP Trust f/b/o Katherine Belk Morris Descendants dated June 3, 2015.
2,250 shares of Class A common stock were transferred to The Katherine McKay Belk FWP Trust f/b/o Thomas M. Belk, Jr. Descendants dated June 3, 2015.
2,250 shares of Class A common stock were transferred to The Katherine McKay Belk FWP Trust f/b/o H.W. McKay Belk Descendants dated June 3, 2015.
1,350 shares of Class A common stock were transferred to The Katherine McKay Belk FWP Trust f/b/o John R. Belk Descendants dated June 3, 2015.
1,179,728 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.
12,900 shares of Class A common stock were sold to The Katherine McKay Belk FWP Trust f/b/o Katherine Belk Morris Descendants dated June 3, 2015.
21,500 shares of Class A common stock were sold to The Katherine McKay Belk FWP Trust f/b/o Thomas M. Belk, Jr. Descendants dated June 3, 2015.
21,500 shares of Class A common stock were sold to The Katherine McKay Belk FWP Trust f/b/o H.W. McKay Belk Descendants dated June 3, 2015.
12,900 shares of Class A common stock were sold to The Katherine McKay Belk FWP Trust f/b/o John R. Belk Descendants dated June 3, 2015.
1,110,928 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.
307,330 shares of Class A common stock are held by Katherine McKay Belk Cook Charitable Remainder Unitrust. Reporting Person is the Trustee.
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.
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.
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.
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.
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.
2,250 shares of Class A common stock were received by The Katherine McKay Belk FWP Trust f/b/o Thomas M. Belk, Jr. Descendants dated June 3, 2015.
2,250 shares of Class A common stock were received by The Katherine McKay Belk FWP Trust f/b/o H.W. McKay Belk Descendants dated June 3, 2015.
1,350 shares of Class A common stock were received by The Katherine McKay Belk FWP Trust f/b/o John R. Belk Descendants dated June 3, 2015.
1,350 shares of Class A common stock are held by each of the following trusts: The Katherine McKay Belk FWP Trust f/b/o Katherine Belk Morris Descendants dated June 3, 2015; and The Katherine McKay Belk FWP Trust f/b/o John R. Belk Descendants dated June 3, 2015. 2,250 shares of Class A common stock are held by each of the following trusts: The Katherine McKay Belk FWP Trust f/b/o Thomas M. Belk, Jr. Descendants dated June 3, 2015; and The Katherine McKay Belk FWP Trust f/b/o H.W. McKay Belk Descendants dated June 3, 2015. Reporting Person is the Trustee of each trust.
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.
21,500 shares of Class A common stock were purchased by The Katherine McKay Belk FWP Trust f/b/o Thomas M. Belk, Jr. Descendants dated June 3, 2015.
21,500 shares of Class A common stock were purchased by The Katherine McKay Belk FWP Trust f/b/o H.W. McKay Belk Descendants dated June 3, 2015.
12,900 shares of Class A common stock were purchased by The Katherine McKay Belk FWP Trust f/b/o John R. Belk Descendants dated June 3, 2015.
14,250 shares of Class A common stock are held by each of the following trusts: The Katherine McKay Belk FWP Trust f/b/o Katherine Belk Morris Descendants dated June 3, 2015; and The Katherine McKay Belk FWP Trust f/b/o John R. Belk Descendants dated June 3, 2015. 23,750 shares of Class A common stock are held by each of the following trusts: The Katherine McKay Belk FWP Trust f/b/o Thomas M. Belk, Jr. Descendants dated June 3, 2015; and The Katherine McKay Belk FWP Trust f/b/o H.W. McKay Belk Descendants dated June 3, 2015. Reporting Person is the Trustee of each trust.
277,131 shares of Class A common stock are held by Reporting Person as custodian of her minor grandchildren.
100 shares of Class A common stock are held in the name of Reporting Person's husband (deceased), James Fielder Cook.
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.
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.
24,725 shares of Class B common stock are held by Reporting Person as custodian of her minor grandchildren.