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Filing Details

Accession Number:: 0001209191-15-060814
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2015-07-14 17:46:19
Reporting Period:: 2015-06-24

Filing Date:: 2015-07-14
Accepted Time:: 2015-07-14 17:46:19
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
1222730	Mckay W H Belk	C/O Belk, Inc. 2801 West Tyvola Road Charlotte NC 28217-4500		Yes	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	2015-06-24	2,250	$0.00	2,250	No	4	G	Indirect	Trustee, Family Wealth Preservation Trust
Class A Common Stock	Acquisiton	2015-06-24	21,500	$0.00	23,750	No	4	P	Indirect	Trustee, Family Wealth Preservation Trust

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
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	228,794	Direct
Class A Common Stock	144,587	Indirect	Trustee GRAT #1
Class A Common Stock	75,232	Indirect	Trustee GRAT #2
Class A Common Stock	2,798	Indirect	Spouse
Class A Common Stock	26,453	Indirect	Custodian
Class A Common Stock	97,130	Indirect	Trustee
Class A Common Stock	97,130	Indirect	Trustee
Class A Common Stock	97,130	Indirect	Trustee
Class A Common Stock	484,684	Indirect	Trustee
Class A Common Stock	149,527	Indirect	Tres Casas Lodging, LLC
Class A Common Stock	1,221,842	Indirect	Brothers Investment Company
Class A Common Stock	444,212	Indirect	Milburn Investment Company
Class A Common Stock	228,016	Indirect	Trustee
Class B Common Stock	5,412	Direct

Footnotes

228,794 shares of Class A common stock are held in Reporting Person's name and/or H.W. McKay Belk, Trustee U/A dated 11/21/07, Reporting Person's grantor trust.
144,587 shares of Class A common stock are held by H.W. McKay Belk Grantor Retained Annuity Trust dated June 16, 2006. Reporting Person is the Trustee.
75,232 shares of Class A common stock are held by H.W. McKay Belk 2010 Grantor Retained Annuity Trust. Reporting Person is the Trustee.
2,798 shares of Class A common stock are held by Reporting Person's spouse, Nina F. Belk.
26,453 shares of Class A common stock are held by Reporting Person as custodian of his minor children.
97,130 shares of Class A common stock are held by Katherine Whitner Belk Irrevocable Trust dated April 9, 2008. Voting and investment power is shared by Katherine Whitner Belk, Nina Ferguson Belk and H.W. McKay Belk, the Trustees.
97,130 shares of Class A common stock are held by Nina Cabell Belk Irrevocable Trust dated April 4, 2008. Voting and investment power is shared by Nina Cabell Belk, Nina Ferguson Belk and H.W. McKay Belk, the Trustees.
97,130 shares of Class A common stock are held by The Hamilton Witherspoon McKay Belk, Jr. Irrevocable Trust dated October 22, 2010. Voting and investment power is shared by H.W. McKay Belk, Jr., Nina Ferguson Belk and H.W. McKay Belk, 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.
149,527 shares of Class A common stock are held by Tres Casas Lodging, LLC. H.W. McKay Belk, Nina F. Belk, Nina Cabell Belk, Hamilton Witherspoon McKay Belk, Jr., Katherine Whitner Belk, William Daniel Belk and John Wilson Belk, members, share voting and investment power.
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. Reporting Person is the Trustee.
2,250 shares of Class A common stock are held by The Katherine McKay Belk FWP Trust f/b/o H.W. McKay Belk Descendants dated June 3, 2015. Reporting Person is the Trustee.
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. Reporting Person is the Trustee.
23,750 shares of Class A common stock are held by The Katherine McKay Belk FWP Trust f/b/o H.W. McKay Belk Descendants dated June 3, 2015. Reporting Person is the Trustee.
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.
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.
5,412 shares of Class B common stock are held in Reporting Person's name and/or H.W. McKay Belk, Trustee U/A dated 11/21/07, Reporting Person's grantor trust.