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Filing Details

Accession Number:: 0001209191-15-060842
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2015-07-14 20:15:12
Reporting Period:: 2015-06-24

Filing Date:: 2015-07-14
Accepted Time:: 2015-07-14 20:15:12
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
1189863	R John Belk	2801 West Tyvola Road Charlotte NC 28217-4500	President & Coo	Yes	Yes	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	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	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	376,905	Direct
Class A Common Stock	154,543	Indirect	Trustee GRAT #1
Class A Common Stock	211,389	Indirect	Trustee GRAT #2
Class A Common Stock	146,809	Indirect	Trustee GRAT #3
Class A Common Stock	196,232	Indirect	Spouse
Class A Common Stock	484,684	Indirect	Trustee
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 A Common Stock	190,264	Indirect	Trustee
Class A Common Stock	190,265	Indirect	Trustee
Class A Common Stock	190,265	Indirect	Trustee
Class A Common Stock	183,825	Indirect	Trusts, spouse and child are trustees
Class B Common Stock	21,810	Direct
Class B Common Stock	9,542	Indirect	Trustee
Class B Common Stock	9,541	Indirect	Trustee
Class B Common Stock	9,541	Indirect	Trustee

Footnotes

376,905 shares of Class A common stock are held in Reporting Person's name and/or John Robert Belk, Trustee U/A dated 1/17/94, Reporting Person's grantor trust.
154,543 shares of Class A common stock are held by John R. Belk Grantor Retained Annuity Trust dated January 23, 2006. Reporting Person is the Trustee.
211,389 shares of Class A common stock are held by John R. Belk Grantor Retained Annuity Trust dated October 12, 2009. Reporting Person is the Trustee.
146,809 shares of Class A common stock are held by John R. Belk Grantor Retained Annuity Trust dated October 22, 2010. Reporting Person is the Trustee.
196,232 shares of Class A common stock are held by Kimberly D. Belk, Reporting Person's spouse, or by her grantor trust, Kimberly Dupree Belk Revocable Trust dated July 27, 2007.
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.
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.
190,264 shares of Class A common stock are held by Anna Dupree Belk Irrevocable Trust dated May 28, 2010. Voting and investment power is shared by Anna Dupree Belk, John R. Belk and Kimberly D. Belk, the trustees.
190,265 shares of Class A common stock are held by John Robert Belk, Jr. Irrevocable Trust dated August 11, 2011. Voting and investment power is shared by John Robert Belk, Jr., John R. Belk and Kimberly D. Belk, the trustees
190,265 shares of Class A common stock are held by Frances Whitner Belk Irrevocable Trust dated August 18, 2014. Voting and investment power is shared by Frances Whitner Belk, John R. Belk and Kimberly D. Belk, the trustees.
61,275 shares of Class A common stock are held by each of the following trusts: John R. Belk & Kimberly D. Belk Family Wealth Preservation Trust dated December 21, 2012, f/b/o Anna Dupree Belk; John R. Belk & Kimberly D. Belk Family Wealth Preservation Trust dated December 21, 2012, f/b/o John Robert Belk, Jr.; and John R. Belk & Kimberly D. Belk Family Wealth Preservation Trust dated December 21, 2012, f/b/o Frances Whitner Belk. Kimberly D. Belk, Reporting Person's wife, 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 John R. Belk 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 John R. Belk 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 John R. Belk 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 John R. Belk Descendants dated June 3, 2015. Reporting Person is the Trustee.
10,648 shares of Class B common stock are held in Reporting Person's name and/or John Robert Belk, Trustee U/A dated 1/17/94, Reporting Person's grantor trust. 11,162 of the shares from the Belk, Inc. Executive Long Term Incentive Compensation Plan XV are not payable to the Reporting Person until 2016.
9,542 shares of Class B common stock are held by Anna Dupree Belk Irrevocable Trust dated May 28, 2010. Voting and investment power is shared by Anna Dupree Belk, John R. Belk and Kimberly D. Belk, the trustees.
9,541 shares of Class B common stock are held by John Robert Belk, Jr. Irrevocable Trust dated August 11, 2011. Voting and investment power is shared by John Robert Belk, Jr., John R. Belk and Kimberly D. Belk, the trustees
9,541 shares of Class B common stock are held by Frances Whitner Belk Irrevocable Trust dated August 18, 2014. Voting and investment power is shared by Frances Whitner Belk, John R. Belk and Kimberly D. Belk, the trustees.