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