TapewireFind a company

person · Reporting owner

INGLE ROBERT P II

Disclosed activity across 1 company

Tapewire entity
140942
SEC CIK
0001250004

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
INGLES MARKETS INCIMKTA · Entity 4675Director · Chairman · 10% ownerMarch 23, 2021March 24, 2021

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

INGLES MARKETS INC

Report date March 23, 2021 · Filed March 24, 2021 · Amendment

Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B Common StockSEC Table II · derivative / convertible securityIndirectBy Laura Ingle Trust865,719 Reported balance After 2021-03-23 transaction · row 1 Amendment: may correct only part of an earlier disclosure.
1 source row

Row 1 · 2021-03-23 · Disposition to issuer · Disposed 1,265,400 · Balance 865,719

F1: 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.

F2: 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.

Class B Common StockSEC Table II · derivative / convertible securityIndirectBy Marital Trust3,337,531 Reported balance Holding disclosure · report date 2021-03-23 · row 2 Amendment: may correct only part of an earlier disclosure.
1 source row

Row 2 · Balance 3,337,531

F1: 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.

F3: 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.

Class B Common StockSEC Table II · derivative / convertible securityIndirectBy Profit Sharing Plan Trust164,649 Reported balance Holding disclosure · report date 2021-03-23 · row 3 Amendment: may correct only part of an earlier disclosure.
1 source row

Row 3 · Balance 164,649

F1: 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.

F4: 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.

Filing footnotes · ownership attribution and instrument terms

F1: 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.

F2: 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.

F3: 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.

F4: 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.

Transaction history

JSON API
Reset

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
March 23, 2021 Filed Mar 24, 2021 21:07 UTC Amendment INGLES MARKETS INC IMKTA · Entity 4675 Disposition to issuerClass B Common Stock · Derivative 1,265,400 $63.22 $79,998,588.00
Disclosure

SEC source: 0001222836-21-000004 · primary_doc.xml · derivative · entry 1

INGLE ROBERT P II · CIK 0001250004 · Director · Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Laura Ingle Trust

Disclosed balance after: 865,719

Underlying: Class A Common Stock · 1,265,400 shares

Expires not disclosed

F1 · derivative.exercise_price: 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.

F1 · derivative.exercise_date: 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.

F1 · derivative.expiration_date: 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.

F2 · ownership.nature: 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.

Read SEC document
March 23, 2021 Filed Mar 24, 2021 20:55 UTC INGLES MARKETS INC IMKTA · Entity 4675 Disposition to issuerClass B Common Stock · Derivative 1,265,400 $63.22 $79,998,588.00
Disclosure

SEC source: 0001222836-21-000003 · primary_doc.xml · derivative · entry 1

INGLE ROBERT P II · CIK 0001250004 · Director · Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Laura Ingle Trust

Disclosed balance after: 865,719

Underlying: Class A Common Stock · 1,265,400 shares

Expires not disclosed

F1 · derivative.exercise_price: 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.

F1 · derivative.exercise_date: 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.

F1 · derivative.expiration_date: 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.

F2 · ownership.nature: 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.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.