Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INGLES MARKETS INCIMKTA · Entity 4675 | Director · Chairman · 10% owner | March 23, 2021 | March 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Laura Ingle Trust | 865,719 |
Reported balance
After 2021-03-23 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 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 security | IndirectBy Marital Trust | 3,337,531 |
Reported balance
Holding disclosure · report date 2021-03-23 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 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 security | IndirectBy Profit Sharing Plan Trust | 164,649 |
Reported balance
Holding disclosure · report date 2021-03-23 · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 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 APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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.