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Nasdaq · USD

FCNCA

FIRST CITIZENS BANCSHARES INC /DE/

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3195
SEC CIK
0000798941
Parsed reports
370

Last 12 months

Inside the activity.

62 purchase rows · 11 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202530
Dec 202500
Jan 202600
Feb 202600
Mar 202660
Apr 202600
May 202611
Jun 2026508
Jul 202600
Aug 202620
Sep 202602
Oct 202600

Latest available

Insider transactions

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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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 16, 2024 Filed Aug 19, 2024 20:08 UTC
BRYANT HOPE HOLDINGDirector · Vice Chairwoman · 10% owner
GiftClass B Common 7,040 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-098515 · ownership.xml · nonDerivative · entry 2

BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairwoman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Hope H. Bryant 2022 GRAT

Disclosed balance after: 0

F1 · balance_after: In connection with the termination of the Hope H. Bryant 2022 grantor retained annuity trust (the "GRAT") on July 14, 2024, 23,120 shares of Class A Common Stock were distributed to the reporting person's revocable trust and continue to be reported in this Form 4 as indirectly owned. The remaining 69,427 Class A shares and 7,040 Class B shares previously held by the GRAT were transferred to the reporting person's adult children.

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August 16, 2024 Filed Aug 19, 2024 20:08 UTC
BRYANT HOPE HOLDINGDirector · Vice Chairwoman · 10% owner
GiftClass A Common 69,427 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-098515 · ownership.xml · nonDerivative · entry 1

BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairwoman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Hope H. Bryant 2022 GRAT

Disclosed balance after: 0

F1 · balance_after: In connection with the termination of the Hope H. Bryant 2022 grantor retained annuity trust (the "GRAT") on July 14, 2024, 23,120 shares of Class A Common Stock were distributed to the reporting person's revocable trust and continue to be reported in this Form 4 as indirectly owned. The remaining 69,427 Class A shares and 7,040 Class B shares previously held by the GRAT were transferred to the reporting person's adult children.

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July 05, 2024 Filed Jul 8, 2024 20:02 UTC Tax withholdingClass A Common 2,233 $1,692.55 $3,779,464.15
Disclosure

SEC source: 0000950170-24-082084 · ownership.xml · nonDerivative · entry 1

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,351

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June 10, 2024 Filed Jun 12, 2024 15:21 UTC GiftClass A Common 4,015 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-072290 · ownership.xml · nonDerivative · entry 2

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Family Non-GST Exempt Trust

Disclosed balance after: 4,350

F1 · shares: In connection with the termination of the 2022 GRAT (the "GRAT") on June 10, 2024, 4,015 shares of Class A Common Stock were distributed to the Alemany Family Non-GST Exempt Trust and continue to be reported on this Form 4 as indirectly owned.

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June 10, 2024 Filed Jun 12, 2024 15:21 UTC GiftClass A Common 4,015 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-072290 · ownership.xml · nonDerivative · entry 1

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · May 2022 GRAT

Disclosed balance after: 0

F1 · shares: In connection with the termination of the 2022 GRAT (the "GRAT") on June 10, 2024, 4,015 shares of Class A Common Stock were distributed to the Alemany Family Non-GST Exempt Trust and continue to be reported on this Form 4 as indirectly owned.

F2 · shares: On June 7, 2024, 1,742 shares of indirectly owned Class A Common Stock were distributed from the May 2022 GRAT (the "GRAT") to the reporting person and are reported in this Form 4 as directly owned.

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June 03, 2024 Filed Jun 4, 2024 19:01 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass B Common 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-068569 · ownership.xml · nonDerivative · entry 6

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for Jones Powell Bailey

Disclosed balance after: 4,949

F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

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June 03, 2024 Filed Jun 4, 2024 19:01 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass B Common 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-068569 · ownership.xml · nonDerivative · entry 5

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for Royall Holding Bailey

Disclosed balance after: 4,591

F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

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June 03, 2024 Filed Jun 4, 2024 19:01 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass B Common 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-068569 · ownership.xml · nonDerivative · entry 4

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for James Freeman Bailey, Jr.

Disclosed balance after: 4,748

F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

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June 03, 2024 Filed Jun 4, 2024 19:01 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass A Common 10 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-068569 · ownership.xml · nonDerivative · entry 3

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for Jones Powell Bailey

Disclosed balance after: 224

F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

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June 03, 2024 Filed Jun 4, 2024 19:01 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass A Common 10 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-068569 · ownership.xml · nonDerivative · entry 2

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for Royall Holding Bailey

Disclosed balance after: 1,498

F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

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June 03, 2024 Filed Jun 4, 2024 19:01 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass A Common 10 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-068569 · ownership.xml · nonDerivative · entry 1

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for James Freeman Bailey, Jr.

Disclosed balance after: 3,326

F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

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May 09, 2024 Filed May 10, 2024 16:09 UTC SaleClass A Common 484 $1,750.12 $847,057.02
Disclosure

SEC source: 0000950170-24-057562 · ownership.xml · nonDerivative · entry 1

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Family Non-GST Exempt Trust

Disclosed balance after: 335

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,750.00 to $1,750.545, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range.

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May 03, 2024 Filed May 7, 2024 19:50 UTC SaleClass A Common 516 $1,750.00 $903,000.00
Disclosure

SEC source: 0000950170-24-054424 · ownership.xml · nonDerivative · entry 1

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Family Non-GST Exempt Trust

Disclosed balance after: 819

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April 29, 2024 Filed Apr 30, 2024 20:36 UTC SaleClass A Common 67 $1,769.58 $118,561.86
Disclosure

SEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 11

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Family Non-GST Exempt Trust

Disclosed balance after: 1,335

Read SEC document
April 29, 2024 Filed Apr 30, 2024 20:36 UTC SaleClass A Common 70 $1,765.70 $123,599.00
Disclosure

SEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 10

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Family Non-GST Exempt Trust

Disclosed balance after: 1,402

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,765.69 to $1,766.25, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range.

Read SEC document
April 29, 2024 Filed Apr 30, 2024 20:36 UTC SaleClass A Common 2 $1,759.76 $3,519.52
Disclosure

SEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 9

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Family Non-GST Exempt Trust

Disclosed balance after: 1,472

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,759.54 to $1,759.97, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range.

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April 29, 2024 Filed Apr 30, 2024 20:36 UTC SaleClass A Common 711 $1,756.48 $1,248,857.28
Disclosure

SEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 8

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Family Non-GST Exempt Trust

Disclosed balance after: 1,474

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,756.28 to $1,756.68, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range.

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April 29, 2024 Filed Apr 30, 2024 20:36 UTC SaleClass A Common 50 $1,754.74 $87,737.00
Disclosure

SEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 7

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Family Non-GST Exempt Trust

Disclosed balance after: 2,185

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April 29, 2024 Filed Apr 30, 2024 20:36 UTC SaleClass A Common 100 $1,750.00 $175,000.00
Disclosure

SEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 6

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Family Non-GST Exempt Trust

Disclosed balance after: 2,235

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April 26, 2024 Filed Apr 30, 2024 20:36 UTC SaleClass A Common 341 $1,769.26 $603,317.66
Disclosure

SEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 5

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Family Non-GST Exempt Trust

Disclosed balance after: 2,335

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,768.83 to $1,769.32, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range.

Read SEC document
April 26, 2024 Filed Apr 30, 2024 20:36 UTC SaleClass A Common 75 $1,768.28 $132,621.00
Disclosure

SEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 4

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Family Non-GST Exempt Trust

Disclosed balance after: 2,676

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,767.79 to $1,768.39, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range.

Read SEC document
April 26, 2024 Filed Apr 30, 2024 20:36 UTC SaleClass A Common 4 $1,766.18 $7,064.72
Disclosure

SEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 3

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Family Non-GST Exempt Trust

Disclosed balance after: 2,751

Read SEC document
April 26, 2024 Filed Apr 30, 2024 20:36 UTC SaleClass A Common 359 $1,764.81 $633,566.79
Disclosure

SEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 2

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Family Non-GST Exempt Trust

Disclosed balance after: 2,755

Read SEC document
April 26, 2024 Filed Apr 30, 2024 20:36 UTC SaleClass A Common 221 $1,763.20 $389,667.20
Disclosure

SEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 1

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Family Non-GST Exempt Trust

Disclosed balance after: 3,114

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,762.74 to $1,763.72, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range.

Read SEC document
March 20, 2024 Filed Mar 22, 2024 19:21 UTC SaleClass A Common 385 $1,559.16 $600,275.02
Disclosure

SEC source: 0000950170-24-035295 · ownership.xml · nonDerivative · entry 7

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Family GST Exempt Trust

Disclosed balance after: 4,559

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,558.90 to $1,559.37, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range.

Read SEC document
March 20, 2024 Filed Mar 22, 2024 19:21 UTC SaleClass A Common 106 $1,557.85 $165,132.25
Disclosure

SEC source: 0000950170-24-035295 · ownership.xml · nonDerivative · entry 6

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Family GST Exempt Trust

Disclosed balance after: 4,944

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,557.81 to $1,558.16, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range.

Read SEC document
March 20, 2024 Filed Mar 22, 2024 19:21 UTC SaleClass A Common 770 $1,555.66 $1,197,857.51
Disclosure

SEC source: 0000950170-24-035295 · ownership.xml · nonDerivative · entry 5

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Family GST Exempt Trust

Disclosed balance after: 5,050

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,555.25 to $1,556.21 inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range.

Read SEC document
March 20, 2024 Filed Mar 22, 2024 19:21 UTC SaleClass A Common 100 $1,552.40 $155,240.00
Disclosure

SEC source: 0000950170-24-035295 · ownership.xml · nonDerivative · entry 4

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Family GST Exempt Trust

Disclosed balance after: 5,820

Read SEC document
March 20, 2024 Filed Mar 22, 2024 19:21 UTC SaleClass A Common 60 $1,551.06 $93,063.80
Disclosure

SEC source: 0000950170-24-035295 · ownership.xml · nonDerivative · entry 3

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Family GST Exempt Trust

Disclosed balance after: 5,920

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,551.04 to $1,151.13, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range.

Read SEC document
March 20, 2024 Filed Mar 22, 2024 19:21 UTC SaleClass A Common 979 $1,550.55 $1,517,983.75
Disclosure

SEC source: 0000950170-24-035295 · ownership.xml · nonDerivative · entry 2

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Family GST Exempt Trust

Disclosed balance after: 5,980

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,550.00 to $1,550.93, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range.

Read SEC document
March 20, 2024 Filed Mar 22, 2024 19:21 UTC SaleClass A Common 600 $1,559.09 $935,454.00
Disclosure

SEC source: 0000950170-24-035295 · ownership.xml · nonDerivative · entry 1

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,842

F1 · balance_after: On March 8, 2024, the reporting person contributed 3,985 shares of Class A Common Stock held directly by her to a new grantor retained annuity trust (the "March 2024 GRAT #1," of which she serves as trustee), which shares continue to be reported in this Form 4 as indirectly owned.

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March 08, 2024 Filed Mar 7, 2024 19:27 UTC
BRISTOW PETER MDirector · President · 10% owner
GiftClass A Common 75 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-027816 · ownership.xml · nonDerivative · entry 1

BRISTOW PETER M · CIK 0001065417 · Director · President · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust

Disclosed balance after: 321,804

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
March 06, 2024 Filed Mar 7, 2024 19:54 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass A Common 75 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-027848 · ownership.xml · nonDerivative · entry 1

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 525,063

Read SEC document
March 06, 2024 Filed Mar 7, 2024 19:49 UTC GiftClass A Common 75 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-027844 · ownership.xml · nonDerivative · entry 1

Brice Carson H · CIK 0001564431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Carson Holding Brice Revocable Trust

Disclosed balance after: 131,090

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March 06, 2024 Filed Mar 7, 2024 19:45 UTC
BRYANT HOPE HOLDINGDirector · Vice Chairwoman · 10% owner
GiftClass A Common 75 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-027840 · ownership.xml · nonDerivative · entry 1

BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairwoman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Revocable Trust for Hope H. Bryant

Disclosed balance after: 34,121

Read SEC document
March 06, 2024 Filed Mar 7, 2024 19:40 UTC GiftClass A Common 775 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-027833 · ownership.xml · nonDerivative · entry 1

Holding Olivia Britton · CIK 0001563717 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Olivia B. Holding Revocable Trust

Disclosed balance after: 538,234

Read SEC document
March 06, 2024 Filed Mar 7, 2024 19:31 UTC GiftClass A Common 75 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-027822 · ownership.xml · nonDerivative · entry 1

Bristow Claire H · CIK 0001563815 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust

Disclosed balance after: 321,804

Read SEC document
March 06, 2024 Filed Mar 13, 2024 19:34 UTC Amendment
BRISTOW PETER MDirector · President · 10% owner
GiftClass A Common 75 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-030711 · ownership.xml · nonDerivative · entry 1

BRISTOW PETER M · CIK 0001065417 · Director · President · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust

Disclosed balance after: 321,804

F1 · date: This amended report is being filed to correct the date of the transaction. All other information remains the same.

F2 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

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March 01, 2024 Filed Mar 5, 2024 15:17 UTC
Giangrave AndrewChief Credit Officer
Tax withholdingClass A Common 36 $1,567.65 $56,435.40
Disclosure

SEC source: 0000950170-24-025481 · ownership.xml · nonDerivative · entry 1

Giangrave Andrew · CIK 0001965547 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 297.036

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February 21, 2024 Filed Feb 22, 2024 21:49 UTC PurchaseClass B Common 166 $1,315.00 $218,290.00
Disclosure

SEC source: 0000950170-24-018863 · ownership.xml · nonDerivative · entry 2

Holding Olivia Britton · CIK 0001563717 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Olivia B. Holding Revocable Trust

Disclosed balance after: 121,860

Read SEC document
February 21, 2024 Filed Feb 22, 2024 21:43 UTC
BRYANT HOPE HOLDINGDirector · Vice Chairwoman · 10% owner
PurchaseClass B Common 300 $1,315.00 $394,500.00
Disclosure

SEC source: 0000950170-24-018848 · ownership.xml · nonDerivative · entry 4

BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairwoman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Hope H. Bryant Revocable Trust

Disclosed balance after: 1,978

Read SEC document
February 21, 2024 Filed Feb 22, 2024 21:43 UTC
BRYANT HOPE HOLDINGDirector · Vice Chairwoman · 10% owner
GiftClass B Common 45 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-018848 · ownership.xml · nonDerivative · entry 3

BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairwoman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Hope H. Bryant Revocable Trust

Disclosed balance after: 1,678

Read SEC document
February 21, 2024 Filed Feb 22, 2024 21:43 UTC
BRYANT HOPE HOLDINGDirector · Vice Chairwoman · 10% owner
GiftClass A Common 145 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-018848 · ownership.xml · nonDerivative · entry 1

BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairwoman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Revocable Trust for Hope H. Bryant

Disclosed balance after: 34,046

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February 20, 2024 Filed Feb 22, 2024 21:53 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
PurchaseClass B Common 622 $1,315.00 $817,930.00
Disclosure

SEC source: 0000950170-24-018876 · ownership.xml · nonDerivative · entry 1

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,609

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February 20, 2024 Filed Feb 22, 2024 21:49 UTC PurchaseClass B Common 466 $1,315.00 $612,790.00
Disclosure

SEC source: 0000950170-24-018863 · ownership.xml · nonDerivative · entry 1

Holding Olivia Britton · CIK 0001563717 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Olivia B. Holding Revocable Trust

Disclosed balance after: 121,694

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February 20, 2024 Filed Feb 22, 2024 21:43 UTC
BRYANT HOPE HOLDINGDirector · Vice Chairwoman · 10% owner
PurchaseClass B Common 466 $1,314.95 $612,766.70
Disclosure

SEC source: 0000950170-24-018848 · ownership.xml · nonDerivative · entry 2

BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairwoman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Hope H. Bryant Revocable Trust

Disclosed balance after: 1,723

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February 19, 2024 Filed Feb 13, 2024 20:16 UTC GiftClass A Common 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-014491 · ownership.xml · nonDerivative · entry 4

Brice Carson H · CIK 0001564431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Brice Trust fbo Elizabeth M. Brice

Disclosed balance after: 29,420

F2 · ownership.direct: The listed shares are held by a trust for the benefit of the Reporting Person's child. The Reporting person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trust, she disclaims beneficial ownership of the shares held by the trust, and this report shall not be deemed an admission that the Reporting Perrson is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

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February 09, 2024 Filed Feb 13, 2024 22:27 UTC
BRISTOW PETER MDirector · President · 10% owner
GiftClass A Common 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-014676 · ownership.xml · nonDerivative · entry 2

BRISTOW PETER M · CIK 0001065417 · Director · President · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust

Disclosed balance after: 321,729

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

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February 09, 2024 Filed Feb 13, 2024 22:27 UTC
BRISTOW PETER MDirector · President · 10% owner
GiftClass A Common 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-014676 · ownership.xml · nonDerivative · entry 1

BRISTOW PETER M · CIK 0001065417 · Director · President · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As Trustee for Peter M. Bristow 2nd Amdended and Restated Trust

Disclosed balance after: 8,759

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February 09, 2024 Filed Feb 13, 2024 22:23 UTC GiftClass A Common 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-014667 · ownership.xml · nonDerivative · entry 2

Bristow Claire H · CIK 0001563815 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By spouse as Trustee for Peter M. Bristow 2nd Amended and Restated Trust Agreement

Disclosed balance after: 8,759

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

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