0001209191-14-068934.txt : 20141114 0001209191-14-068934.hdr.sgml : 20141114 20141114173032 ACCESSION NUMBER: 0001209191-14-068934 CONFORMED SUBMISSION TYPE: 5 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20140927 FILED AS OF DATE: 20141114 DATE AS OF CHANGE: 20141114 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: INGLES MARKETS INC CENTRAL INDEX KEY: 0000050493 STANDARD INDUSTRIAL CLASSIFICATION: RETAIL-GROCERY STORES [5411] IRS NUMBER: 560846267 STATE OF INCORPORATION: NC FISCAL YEAR END: 0928 BUSINESS ADDRESS: STREET 1: PO BOX 6676 CITY: ASHEVILLE STATE: NC ZIP: 28816 BUSINESS PHONE: 828-669-2941 MAIL ADDRESS: STREET 1: P O BOX 6676 CITY: ASHEVILLE STATE: NC ZIP: 28816 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: INGLE ROBERT P II CENTRAL INDEX KEY: 0001250004 FILING VALUES: FORM TYPE: 5 SEC ACT: 1934 Act SEC FILE NUMBER: 000-14706 FILM NUMBER: 141225675 MAIL ADDRESS: STREET 1: PO BOX 6676 CITY: ASHEVILLE STATE: NC ZIP: 28816 5 1 doc5.xml FORM 5 SUBMISSION X0306 5 2014-09-27 0 0 1 0000050493 INGLES MARKETS INC IMKTA 0001250004 INGLE ROBERT P II 2913 US HIGHWAY 70 WEST BLACK MOUNTAIN NC 28711 1 1 1 0 Chairman & CEO Class A Common Stock 2013-09-30 4 M 0 L 14250 0.00 A 128582 I By Profit Sharing Plan Trust Class A Common Stock 2013-09-30 4 S 0 L 7000 28.509 D 121582 I By Profit Sharing Plan Trust Class A Common Stock 2013-09-30 4 S 0 L 7250 28.522 D 114332 I By Profit Sharing Plan Trust Class A Common Stock 2014-02-12 4 M 0 L 19000 0.00 A 133332 I By Profit Sharing Plan Trust Class A Common Stock 2014-02-12 4 S 0 L 14000 22.413 D 119332 I By Profit Sharing Plan Trust Class A Common Stock 2014-02-12 4 S 0 L 2000 22.407 D 117332 I By Profit Sharing Plan Trust Class A Common Stock 2014-02-12 4 S 0 L 3000 22.42 D 114332 I By Profit Sharing Plan Trust Class A Common Stock 2014-03-04 4 M 0 L 8600 0.00 A 122932 I By Profit Sharing Plan Trust Class A Common Stock 2014-03-04 4 S 0 L 4860 23.854 D 118072 I By Profit Sharing Plan Trust Class A Common Stock 2014-03-04 4 S 0 L 1064 23.844 D 117008 I By Profit Sharing Plan Trust Class A Common Stock 2014-03-04 4 S 0 L 2676 23.824 D 114332 I By Profit Sharing Plan Trust Class A Common Stock 2014-06-11 4 M 0 L 5500 0.00 A 119832 I By Profit Sharing Plan Trust Class A Common Stock 2014-06-11 4 S 0 L 2676 27.231 D 117156 I By Profit Sharing Plan Trust Class A Common Stock 2014-06-11 4 S 0 L 2112 27.078 D 115044 I By Profit Sharing Plan Trust Class A Common Stock 2014-06-11 4 S 0 L 712 27.121 D 114332 I By Profit Sharing Plan Trust Class B Common Stock 2013-09-30 4 M 0 L 14250 0.00 D Class A Common Stock 14250 519992 I By Profit Sharing Plan Trust Class B Common Stock 2014-02-12 4 M 0 L 19000 0.00 D Class A Common Stock 19000 500992 I By Profit Sharing Plan Trust Class B Common Stock 2014-03-04 4 M 0 L 8600 0.00 D Class A Common Stock 8600 492392 I By Profit Sharing Plan Trust Class B Common Stock 2014-03-26 4 J 0 L 44000 0.00 D Class A Common Stock 44000 448392 I By Profit Sharing Plan Trust Class B Common Stock 2014-06-11 4 M 0 L 5500 0.00 D Class A Common Stock 5500 442892 I By Profit Sharing Plan Trust Class B Common Stock Class A Common Stock 130874 130874 D Class B Common Stock Class A Common Stock 2431689 2431689 I By Laura Ingle Trust Class B Common Stock Class A Common Stock 3036961 3036961 I By Marital Trust Class B Common Stock Class A Common Stock 24076 24076 I As custodian for minor children The shares held by The Profit Sharing Plan Trust fluctuate daily based on based on individual participant investment choices. The shares are held by Ingles Markets Inc. Investment/Profit Sharing Plan Trust (the "Profit Sharing Plan Trust"), of which the reporting person was appointed a trustee on May 10, 2011. The reporting person shares voting and dispositive power with the two other trustees of the Profit Sharing Plan Trust with respect to such shares. Class B Common Stock is convertible into Class A Common Stock at any time on a one-for-one basis, and has no expiration date. The shares were distributed to an employee as a withdrawal from the Profit Sharing Plan Trust. The shares are held by Laura Anne Laxton Ingle 2011 Irrevocable Trust dated September 8, 2011 (the "Laura Ingle Trust"), which was created by Laura Ingle for estate planning purposes on September 8, 2011. The reporting person is the sole trustee of the Laura Ingle Trust with sole voting and dispositive power with respect to such shares. The shares are held by Robert P. Ingle, Sr. Administrative Trust UTA Robert Pierce Ingle Living Trust dated December 24, 2010 (the "Marital Trust"), which was created by Robert P. Ingle, Sr. for estate planning purposes on December 24, 2010. The reporting person is the sole trustee of the Marital Trust with sole voting and dispositive power with respect to such shares. The shares are held by the reporting person's spouse as custodian for the minor children of the reporting person. Ronald B. Freeman, as attorney-in-fact 2014-11-14