-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, B782Je+qyXwsJbMHyyQ05Emps81FNxcztxHkV0Kbi2vhRS0O+NbwQJRfHryYCssh DXJy9E2qFDyhtO/HWY2rKg== 0001209191-08-032948.txt : 20080527 0001209191-08-032948.hdr.sgml : 20080526 20080527113838 ACCESSION NUMBER: 0001209191-08-032948 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080522 FILED AS OF DATE: 20080527 DATE AS OF CHANGE: 20080527 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: BELK INC CENTRAL INDEX KEY: 0001051771 STANDARD INDUSTRIAL CLASSIFICATION: RETAIL-DEPARTMENT STORES [5311] IRS NUMBER: 562058574 FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 2801 WEST TYVOLA ROAD CITY: CHARLOTTE STATE: NC ZIP: 28217-4500 BUSINESS PHONE: 7043571000 MAIL ADDRESS: STREET 1: 2801 WEST TYVOLA ROAD CITY: CHARLOTTE STATE: NC ZIP: 28217-4500 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: BELK THOMAS M JR CENTRAL INDEX KEY: 0001247020 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-26207 FILM NUMBER: 08859854 BUSINESS ADDRESS: BUSINESS PHONE: 7043571000 MAIL ADDRESS: STREET 1: 2801 WEST TYVOLA RD CITY: CHARLOTTE STATE: NC ZIP: 282174500 4 1 doc4.xml FORM 4 SUBMISSION X0202 4 2008-05-22 0 0001051771 BELK INC NONE 0001247020 BELK THOMAS M JR C/O BELK, INC. 2801 WEST TYVOLA ROAD CHARLOTTE NC 28217-4500 1 1 1 0 Chairman & CEO Class A Common Stock 2008-05-22 4 J 0 35123 25.60 D 816473 D Class A Common Stock 245857 I Trustee GRAT #1 Class A Common Stock 32403 I Spouse Class A Common Stock 260881 I Custodian Class A Common Stock 1392714 I Trustee Class A Common Stock 1221842 I Brothers Investment Company Class A Common Stock 444212 I Milburn Investment Company Class B Common Stock 2008-05-22 4 J 0 31283 25.60 D 0 D Class B Common Stock 1560 I Custodian 35,123 shares of Class A common stock were tendered to the Company pursuant to a Tender Offer at $25.60 per share. 816,473 shares of Class A common stock are held in Reporting Person's name and/or Thomas M. Belk, Jr., Trustee U/A dated 1/18/94, Reporting Person's grantor trust. 245,857 shares of Class A common stock are held by Thomas M. Belk, Jr., Grantor Retained Annuity Trust dated January 29, 2006. Reporting Person is the Trustee. 32,403 shares of Class A common stock are held by Reporting Person's spouse, Sarah F. Belk and/or her grantor trust, Sarah Fortune Belk Revocable Trust dated 12-11-07. 260,881 shares of Class A common stock are held by Reporting Person as custodian of his minor children. 1,392,714 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 1999 Grantor Trust and the heirs of Thomas M. Belk. Voting and investment power is shared by Susan N. Jamison, Katherine Belk Morris and Wachovia Bank National Association, Co-Trustees of the John M. Belk 1999 Grantor 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. 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. 31,283 shares of Class B common stock were tendered to the Company pursuant to a Tender Offer at $25.60 per share. 1,560 shares of Class B common stock are held by Reporting Person as custodian of his minor children. Thomas M. Belk, Jr. by Betty F. Buchanan, POA 2008-05-27 -----END PRIVACY-ENHANCED MESSAGE-----