0001209191-15-079212.txt : 20151111
0001209191-15-079212.hdr.sgml : 20151111
20151110120954
ACCESSION NUMBER: 0001209191-15-079212
CONFORMED SUBMISSION TYPE: 5
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20150926
FILED AS OF DATE: 20151110
DATE AS OF CHANGE: 20151110
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: 151218028
MAIL ADDRESS:
STREET 1: PO BOX 6676
CITY: ASHEVILLE
STATE: NC
ZIP: 28816
5
1
doc5.xml
FORM 5 SUBMISSION
X0306
5
2015-09-26
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
2014-09-10
4
M
0
L
19500
0.00
A
133832
I
By Profit Sharing Plan Trust
Class A Common Stock
2014-09-11
4
S
0
L
5000
26.0078
D
128832
I
By Profit Sharing Plan Trust
Class A Common Stock
2014-12-09
4
M
0
L
13100
0.00
A
141932
I
By Profit Sharing Plan Trust
Class A Common Stock
2014-12-11
4
S
0
L
14500
31.1411
D
127432
I
By Profit Sharing Plan Trust
Class A Common Stock
2014-12-19
4
S
0
L
1000
34.86
D
126432
I
By Profit Sharing Plan Trust
Class A Common Stock
2014-12-22
4
S
0
L
12100
34.1647
D
114332
I
By Profit Sharing Plan Trust
Class A Common Stock
2015-02-18
4
M
0
L
40000
0.00
A
154332
I
By Profit Sharing Plan Trust
Class A Common Stock
2015-02-27
4
S
0
L
10300
44.1265
D
144032
I
By Profit Sharing Plan Trust
Class A Common Stock
2015-03-02
4
S
0
L
29700
44.7041
D
114332
I
By Profit Sharing Plan Trust
Class A Common Stock
2015-03-16
4
M
0
L
4500
0.00
A
118832
I
By Profit Sharing Plan Trust
Class A Common Stock
2015-03-16
4
S
0
L
4500
50.5688
D
114332
I
By Profit Sharing Plan Trust
Class A Common Stock
2015-05-08
4
M
0
L
5000
0.00
A
119332
I
By Profit Sharing Plan Trust
Class A Common Stock
2015-05-08
4
S
0
L
5000
42.2524
D
114332
I
By Profit Sharing Plan Trust
Class A Common Stock
2015-06-15
4
M
0
L
27000
0.00
A
141332
I
By Profit Sharing Plan Trust
Class A Common Stock
2015-06-15
4
S
0
L
556
49.50
D
140776
I
By Profit Sharing Plan Trust
Class A Common Stock
2015-06-18
4
S
0
L
21900
49.5096
D
118876
I
By Profit Sharing Plan Trust
Class A Common Stock
2015-06-23
4
M
0
L
16500
0.00
A
135376
I
By Profit Sharing Plan Trust
Class A Common Stock
2015-06-23
4
S
0
L
21044
48.4335
D
114332
I
By Profit Sharing Plan Trust
Class A Common Stock
2015-08-06
4
M
0
L
4000
0.00
A
118332
I
By Profit Sharing Plan Trust
Class A Common Stock
2015-08-14
4
S
0
L
4000
52.7718
D
114332
I
By Profit Sharing Plan Trust
Class B Common Stock
2014-09-10
4
M
0
L
19500
0.00
D
Class A Common Stock
19500
423392
I
By Profit Sharing Plan Trust
Class B Common Stock
2014-12-09
4
M
0
L
13100
0.00
D
Class A Common Stock
13100
410292
I
By Profit Sharing Plan Trust
Class B Common Stock
2015-02-18
4
M
0
L
40000
0.00
D
Class A Common Stock
40000
370292
I
By Profit Sharing Plan Trust
Class B Common Stock
2015-03-16
4
M
0
L
4500
0.00
D
Class A Common Stock
4500
365792
I
By Profit Sharing Plan Trust
Class B Common Stock
2015-05-08
4
M
0
L
5000
0.00
D
Class A Common Stock
5000
360792
I
By Profit Sharing Plan Trust
Class B Common Stock
2015-06-15
4
M
0
L
27000
0.00
D
Class A Common Stock
27000
333792
I
By Profit Sharing Plan Trust
Class B Common Stock
2015-06-23
4
M
0
L
16500
0.00
D
Class A Common Stock
16500
317292
I
By Profit Sharing Plan Trust
Class B Common Stock
2015-08-06
4
M
0
L
4000
0.00
D
Class A Common Stock
4000
313292
I
By Profit Sharing Plan Trust
Class B Common Stock
Class A Common Stock
3337531
3337531
I
By Marital Trust
Class B Common Stock
Class A Common Stock
2131119
2131119
I
By Laura Ingle Trust
The shares held by The Profit Sharing Plan Trust fluctuate daily 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.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.00 to $26.0403, inclusive. The reporting person undertakes to provide to Ingles Markets Inc. (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.0042 to $31.3354, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.0378 to $34.3267, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.1208 to $44.1479, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.50 to $45.2463, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.54 to $50.7625, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.0401 to $42.655, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.50 to $49.645, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.40 to $48.55, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.75 to $52.94, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
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 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 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.
Ronald B. Freeman, as attorney-in-fact
2015-11-09